Continuum Advisory, LLC Purchases in Q1 2025

Continuum Advisory, LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ferguson Enterprises Inc
3
+ 18.75%
N/A
19 $0
ROBO
Robo Global Robotics And Autom

ETFs
2
New
$51.5 - $60.89 $103 - $122
2 $0
Brookfield Asset Managmt LTD
55
+ 4.53%
N/A
1.27K $0
Xos Inc
16
New
N/A
16 $0
WASH
Washington Trust Bancorp Inc

Financial Services
10
+ 14.29%
$29.16 - $33.96 $292 - $340
80 $2K
ASIX
Advan Six Inc.

Basic Materials
4
New
$22.57 - $32.31 $90.3 - $129
4 $0
Aegon LTD
2.05K
New
N/A
2.05K $0
AVGE
American Centy ETF Tr Avantis
43
+ 26.38%
N/A
206 $0
UPWK
Upwork, Inc

Industrials
59
New
$12.34 - $17.44 $728 - $1.03K
59 $0
UPST
Upstart Holdings, Inc.

Financial Services
7
+ 14.89%
$46.03 - $88.77 $322 - $621
54 $2K
American Healthcare Reit Inc
1.24K
New
N/A
1.24K $0
UBSI
United Bankshares Inc

Financial Services
28
New
$34.03 - $39.27 $953 - $1.1K
28 $0
VTWO
Vanguard Russell 2000 ETF

ETFs
5
+ 38.46%
$80.08 - $92.93 $400 - $465
18 $1K
Sila Realty Trust Inc
1.25K
+ 29.29%
N/A
5.52K $0
Annaly Capital Management In
886
+ 3.64%
N/A
25.2K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1
+ 0.9%
N/A
112 $4K
WTS
Watts Water Technologies Inc

Industrials
1
+ 5.88%
$195.28 - $224.67 $195 - $225
18 $3K
NTR
Nutrien Ltd.

Basic Materials
16
New
$45.28 - $53.84 $724 - $861
16 $0
PEGA
Pegasystems Inc

Technology
14
New
$68.14 - $112.29 $954 - $1.57K
14 $0
VRRM
Verra Mobility Corp

Industrials
1
+ 1.56%
$19.76 - $26.87 $19.8 - $26.9
65 $1K
VRSK
Verisk Analytics, Inc.

Industrials
2
+ 25.0%
$268.63 - $301.33 $537 - $603
10 $2K
Vanguard Malvern Fds
952
New
N/A
952 $0
Workhorse Group Inc
2
New
N/A
2 $0
AMH
American Homes 4 Rent

Real Estate
1
+ 2.0%
$34.43 - $37.81 $34.4 - $37.8
51 $1K
Amplify ETF Tr
65
New
N/A
65 $0
Biohaven LTD
30
New
N/A
30 $0
CMTG
Claros Mortgage Trust, Inc.

Real Estate
85
+ 22.37%
$2.21 - $4.48 $188 - $381
465 $1K
Tempus Ai Inc
807
New
N/A
807 $0
Blackrock ETF Trust
136
New
N/A
136 $0
Blackrock ETF Trust Ii
84
+ 2.85%
N/A
3.03K $0
Blackrock ETF Trust Ii
6.35K
New
N/A
6.35K $0
RUN
Sunrun Inc.

Technology
41
+ 93.18%
$5.86 - $11.37 $240 - $466
85 $0
Blackrock ETF Trust Ii
91
New
N/A
91 $0
BSTZ
Black Rock Science & Technology Trust Ii

N/A
5
+ 5.43%
$17.74 - $22.07 $88.7 - $110
97 $1K
XAIR
Beyond Air, Inc.

Healthcare
265
+ 23.94%
$0.24 - $0.45 $63.6 - $119
1.37K $0
TGTX
Tg Therapeutics, Inc.

Healthcare
15
New
$27.67 - $42.99 $415 - $645
15 $0
Two Hbrs Invt Corp
147
+ 71.01%
N/A
354 $0
DWAC
Digital World Acquisition Corp.

Financial Services
50
+ 3.64%
N/A
1.42K $0
TENB
Tenable Holdings, Inc.

Technology
15
New
$34.94 - $44.5 $524 - $668
15 $0
Arm Holdings PLC
32
New
N/A
32 $0
AIZ
Assurant, Inc.

Financial Services
2
+ 28.57%
$198.92 - $218.67 $398 - $437
9 $1K
Tidal Tr Ii
48
New
N/A
48 $0
Tidal ETF Tr
1.97K
New
N/A
1.97K $0
Tidal ETF Tr
1.04K
New
N/A
1.04K $0
Thomson Reuters Corp
7
+ 1.22%
N/A
579 $0
BWA
Borgwarner Inc

Consumer Cyclical
31
New
$27.78 - $32.9 $861 - $1.02K
31 $0
Innovator Etfs Trust
416
+ 128.0%
N/A
741 $0
Innovator Etfs Trust
1.95K
New
N/A
1.95K $0
HTGC
Hercules Capital, Inc.

Financial Services
5
+ 2.15%
$18.01 - $22.0 $90.1 - $110
238 $4K
Activity Summary
Buys All Purchases 651 New Holdings 132 Increased Positions 519 Sells All Sells 570 Reductions 568 Sold out 2 Options Calls 0 Puts 0
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