Continuum Advisory, LLC Purchases in Q2 2025

Continuum Advisory, LLC

  • $773 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
2.14K
+ 4.95%
$354.56 - $497.45 $759K - $1.07M
45.4K $22.6M
NVDA
Nvidia Corp

Technology
5.4K
+ 5.96%
$94.31 - $157.99 $509K - $853K
96K $15.2M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
10.4K
New
$328.01 - $475.68 $3.42M - $4.96M
10.4K $4.88M
CGDV
Capital Group Divid Value ETF

ETFs
34.5K
+ 3.81%
$31.93 - $39.49 $1.1M - $1.36M
942K $37.2M
NEM
Newmont Corp

Basic Materials
80.8K
+ 5972.06%
$44.18 - $59.46 $3.57M - $4.8M
82.2K $4.79M
CVS
Cvs Health Corp

Healthcare
68.4K
+ 78645.98%
$60.04 - $70.18 $4.11M - $4.8M
68.5K $4.73M
NBIX
Neurocrine Biosciences Inc

Healthcare
36.6K
+ 135407.41%
$87.54 - $128.18 $3.2M - $4.69M
36.6K $4.6M
CRM
Salesforce, Inc.

Technology
16.3K
+ 423.64%
$236.26 - $291.15 $3.86M - $4.75M
20.2K $5.5M
CMCSA
Comcast Corp

Communication Services
111K
+ 476.35%
$32.84 - $36.72 $3.64M - $4.07M
134K $4.78M
CI
Cigna Corp

Healthcare
11.6K
+ 3480.84%
$301.89 - $340.04 $3.51M - $3.95M
12K $3.95M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.67K
+ 35.22%
$456.74 - $568.03 $2.13M - $2.65M
17.9K $10.2M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
7.84K
+ 4838.27%
$299.15 - $396.54 $2.34M - $3.11M
8K $3.17M
JCPB
J P Morgan Exchange Traded Fd

ETFs
63.7K
+ 12.92%
$45.9 - $47.2 $2.93M - $3.01M
557K $26.2M
VXF
Vanguard Extended Market ETF

ETFs
4.57K
+ 4.73%
$150.43 - $192.71 $688K - $881K
101K $19.5M
ORCL
Oracle Corp

Technology
4.06K
+ 16.81%
$122.82 - $218.63 $498K - $887K
28.2K $6.16M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
28.1K
+ 95.58%
$91.43 - $91.74 $2.57M - $2.58M
57.5K $5.27M
AMZN
Amazon Com Inc

Consumer Cyclical
1.98K
+ 2.87%
$167.32 - $223.3 $331K - $441K
70.8K $15.5M
CGGR
Capital Group Growth ETF Shs C

ETFs
32.7K
+ 39.99%
$30.53 - $40.65 $1M - $1.33M
115K $4.66M
IREN
Iris Energy LTD

Financial Services
114K
+ 1320.9%
$5.3 - $14.57 $602K - $1.65M
122K $1.78M
AVGO
Broadcom Inc.

Technology
1.01K
+ 8.74%
$146.29 - $275.65 $147K - $278K
12.5K $3.46M
FCX
Freeport Mcmoran Inc

Basic Materials
32.6K
+ 2257.96%
$29.15 - $44.46 $950K - $1.45M
34K $1.48M
COST
Costco Wholesale Corp

Consumer Defensive
1.17K
+ 23.67%
$908.13 - $1056.85 $1.06M - $1.23M
6.1K $6.04M
NOW
Service Now, Inc.

Technology
1.12K
+ 838.06%
$721.65 - $1040.18 $810K - $1.17M
1.26K $1.29M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
23.5K
+ 40.74%
$48.5 - $49.35 $1.14M - $1.16M
81.1K $3.99M
SCHV
Schwab Strategic Tr Us Large C

ETFs
41.4K
+ 1801.22%
$23.55 - $27.67 $976K - $1.15M
43.7K $1.21M
RE
Everest Re Group LTD

Financial Services
2.94K
+ 28.3%
N/A
13.3K $4.95M
SPYG
Spdr Portfolio

ETFs
5.09K
+ 13.79%
$71.83 - $95.32 $366K - $485K
42K $4M
META
Meta Platforms, Inc.

Communication Services
266
+ 5.12%
$484.66 - $738.09 $129K - $196K
5.46K $4.03M
JPM
Jpmorgan Chase & CO

Financial Services
876
+ 5.09%
$210.28 - $289.91 $184K - $254K
18.1K $5.25M
OKE
Oneok Inc

Energy
12.8K
+ 877.35%
$78.71 - $100.37 $1.01M - $1.28M
14.2K $1.16M
ISRG
Intuitive Surgical Inc

Healthcare
1.82K
+ 419.86%
$451.58 - $565.94 $821K - $1.03M
2.25K $1.22M
SPTS
Spdr Portfolio Short Term Trea

ETFs
33.9K
+ 9013.03%
$29.07 - $29.38 $985K - $996K
34.3K $1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.08K
+ 0.84%
$58.41 - $72.69 $63K - $78.4K
129K $9.37M
IEFA
Ishares Tr

ETFs
1.77K
+ 1.71%
$67.83 - $84.09 $120K - $149K
105K $8.76M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.44K
+ 5.96%
$82.51 - $109.2 $201K - $266K
43.3K $4.73M
INCY
Incyte Corp

Healthcare
6.55K
+ 10.55%
$55.17 - $71.22 $361K - $467K
68.6K $4.67M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
17K
+ 851.45%
$49.79 - $50.75 $845K - $862K
19K $962K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
37.9K
+ 395.0%
$17.76 - $22.1 $672K - $837K
47.4K $1.05M
OEF
Ishares S&P 100 ETF

ETFs
3.08K
+ 8.95%
N/A
37.5K $9.98M
IWM
Ishares Russell 2000 ETF

ETFs
2.53K
+ 19.68%
$174.82 - $215.79 $442K - $545K
15.4K $3.32M
TDVG
T Rowe Price Exchange Traded F

Technology
16.1K
+ 45.19%
$36.12 - $42.38 $581K - $682K
51.7K $2.19M
GOOGL
Alphabet Inc.

Communication Services
235
+ 0.75%
$144.7 - $178.6 $34K - $42K
31.4K $5.54M
JPIE
J P Morgan Exchange Traded Fd
14.4K
+ 18.88%
$45.12 - $46.32 $650K - $667K
90.7K $4.2M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
842
+ 1.09%
$140.84 - $163.09 $119K - $137K
78K $12.7M
AMD
Advanced Micro Devices Inc

Technology
3.4K
+ 117.4%
$78.21 - $143.81 $266K - $489K
6.3K $893K
VUG
Vanguard Growth ETF

ETFs
289
+ 4.17%
$329.49 - $438.4 $95.2K - $127K
7.22K $3.17M
BALT
Innovator Etfs Tr
17.8K
+ 107.88%
$30.33 - $32.1 $540K - $572K
34.3K $1.1M
APAM
Artisan Partners Asset Management Inc.

Financial Services
12.8K
+ 794.24%
$33.85 - $44.55 $434K - $571K
14.4K $639K
PKI
Perkinelmer Inc

Healthcare
4.72K
+ 450.96%
N/A
5.76K $697K
Activity Summary
Buys All Purchases 257 New Holdings 4 Increased Positions 253 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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