Continuum Advisory, LLC Purchases in Q1 2025

Continuum Advisory, LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTDR
Frontdoor, Inc.

Consumer Cyclical
13
+ 50.0%
$37.07 - $62.39 $482 - $811
39 $1K
Pimco ETF Tr
613K
+ 103406.07%
N/A
614K $0
PAYO
Payoneer Global Inc.

Technology
92
New
$7.04 - $11.04 $648 - $1.02K
92 $0
PAHC
Phibro Animal Health Corp

Healthcare
14
+ 26.92%
$20.05 - $26.22 $281 - $367
66 $1K
Pimco ETF Tr
1.63K
New
N/A
1.63K $0
J P Morgan Exchange Traded F
874
New
N/A
874 $0
Ishares Bitcoin Trust ETF
144
+ 2.54%
N/A
5.82K $0
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5
+ 0.56%
$62.72 - $71.92 $314 - $360
892 $56K
Rbb Fd Inc
843
New
N/A
843 $0
FTSD
Franklin ETF Tr Liberty Short

ETFs
1
+ 0.24%
$90.09 - $90.89 $90.1 - $90.9
415 $37K
TFC
Truist Financial Corp

Financial Services
481
+ 5.3%
$39.48 - $48.15 $19K - $23.2K
9.57K $393K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2
+ 25.0%
$283.06 - $421.16 $566 - $842
10 $2K
PCVX
Vaxcyte, Inc.

Healthcare
17
+ 36.96%
$37.76 - $92.13 $642 - $1.57K
63 $2K
VGT
Vanguard Information Technolog

ETFs
102
+ 14.57%
$542.38 - $646.34 $55.3K - $65.9K
802 $434K
MS
Morgan Stanley

Financial Services
272
+ 7.48%
$111.68 - $141.08 $30.4K - $38.4K
3.91K $456K
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.49%
$115.08 - $123.97 $230 - $248
413 $47K
FIVN
Five9, Inc.

Technology
8
+ 32.0%
$27.15 - $42.82 $217 - $343
33 $0
ISRG
Intuitive Surgical Inc

Healthcare
20
+ 4.84%
$476.63 - $610.45 $9.53K - $12.2K
433 $214K
AFRM
Affirm Holdings, Inc.

Technology
1
+ 5.56%
$43.7 - $80.98 $43.7 - $81
19 $0
IONQ
Ion Q, Inc.

Technology
12
+ 18.46%
$18.27 - $51.07 $219 - $613
77 $1K
ET
Energy Transfer LP

Energy
63
+ 2.63%
$17.26 - $21.08 $1.09K - $1.33K
2.46K $45K
BMI
Badger Meter Inc

Technology
1
+ 5.26%
$189.49 - $221.51 $189 - $222
20 $3K
BWXT
Bwx Technologies, Inc.

Industrials
1
+ 1.47%
$96.59 - $128.46 $96.6 - $128
69 $6K
JANX
Janux Therapeutics, Inc.

Healthcare
5
+ 11.9%
$27.0 - $57.81 $135 - $289
47 $1K
FSLY
Fastly, Inc.

Technology
27
+ 10.55%
$6.33 - $10.92 $171 - $295
283 $1K
FXO
First Tr Exchange Traded Fd Fi

ETFs
1
+ 0.32%
$50.93 - $57.24 $50.9 - $57.2
316 $16K
CGGO
Capital Group Global Growth Eq

ETFs
42
+ 1.94%
$28.33 - $30.84 $1.19K - $1.3K
2.2K $62K
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
1
+ 4.17%
$32.3 - $53.15 $32.3 - $53.2
25 $0
PSTG
Pure Storage, Inc.

Technology
16
+ 32.0%
$44.27 - $72.37 $708 - $1.16K
66 $2K
CLX
Clorox CO

Consumer Defensive
12
+ 5.15%
$141.76 - $162.89 $1.7K - $1.95K
245 $36K
HCAT
Health Catalyst, Inc.

Healthcare
18
+ 5.42%
$3.97 - $7.42 $71.5 - $134
350 $1K
AMP
Ameriprise Financial Inc

Financial Services
1
+ 2.7%
$472.29 - $575.13 $472 - $575
38 $18K
UNOV
Earth Science Tech, Inc.

ETFs
1
+ 0.04%
$33.76 - $35.42 $33.8 - $35.4
2.54K $86K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
39
+ 4.91%
$16.57 - $18.85 $646 - $735
834 $13K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
1
+ 5.56%
$63.82 - $127.89 $63.8 - $128
19 $1K
FMC
Fmc Corp

Basic Materials
14
+ 4.15%
$34.54 - $56.38 $484 - $789
351 $14K
ARVN
Arvinas, Inc.

Healthcare
17
+ 15.45%
$7.02 - $20.5 $119 - $349
127 $0
IX
Orix Corp

Financial Services
48
+ 129.73%
$20.44 - $107.42 $981 - $5.16K
85 $1K
IYW
Ishares Dj Us Tech ETF

ETFs
77
+ 11.44%
$140.44 - $166.79 $10.8K - $12.8K
750 $105K
IBB
Ishares Biotechnology ETF

ETFs
8
+ 1.33%
$127.9 - $140.56 $1.02K - $1.12K
608 $77K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.2%
$244.9 - $274.48 $245 - $274
501 $124K
FDS
Factset Research Systems Inc

Financial Services
3
+ 1.89%
$427.5 - $476.51 $1.28K - $1.43K
162 $73K
VOE
Vanguard Mid Cap Value Index F

ETFs
5
+ 0.14%
$156.61 - $168.02 $783 - $840
3.61K $579K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
11
+ 2.95%
$48.65 - $66.04 $535 - $726
384 $20K
TFII
Tfi International Inc.

Industrials
5
+ 7.35%
$76.98 - $140.13 $385 - $701
73 $5K
WEN
Wendy'S CO

Consumer Cyclical
42
+ 1.3%
$14.17 - $16.17 $595 - $679
3.28K $48K
LYB
Lyondell Basell Industries N.V.

Basic Materials
61
+ 2.7%
$69.82 - $78.67 $4.26K - $4.8K
2.32K $163K
SKYY
First Trust Cloud Computing Et

ETFs
15
+ 5.03%
$102.23 - $131.18 $1.53K - $1.97K
313 $31K
IWS
Ishares Russell Midcap Value E

ETFs
35
+ 1.23%
$122.59 - $135.24 $4.29K - $4.73K
2.89K $363K
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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