Top 50 Curtis Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 10.93% | 290.7K | $50.7M | +3.41%(+9.59K) | $118.03(+65.07%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 8.89% | 63.4K | $41.3M | +0.00%(+0) | $467.02(+59.47%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 7.5% | 1.19M | $34.8M | +0.63%(+7.49K) | $16.80(+103.12%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.12% | 114.0K | $23.7M | +10.44%(+10.78K) | $174.67(+38.93%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.78% | 229.3K | $17.6M | +2.66%(+5.95K) | $68.66(+27.69%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.68% | 40.0K | $17.1M | -9.57%(-4.24K) | $263.70(-54.05%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 3.34% | 22.2K | $15.5M | +0.00%(+0) | $40.36(+184.07%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.02% | 247.1K | $14.0M | -0.35%(-867) | $56.32(+0.69%) | 2026-03-31 | |
| PKW | INVESCO EXCHANGE TRADED FD T | 2.34% | 82.6K | $10.8M | +0.90%(+735) | $85.16(+67.94%) | 2026-03-31 | |
| CLIP | GLOBAL X FDS | 2.25% | 104.0K | $10.4M | -11.22%(-13.14K) | $100.41(-0.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.91% | +55.75% |
| Top 20 Holdings Unweighted | +13.43% | +45.93% |
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