Continuum Advisory, LLC Purchases in Q1 2025

Continuum Advisory, LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MAR
Marriott International Inc

Consumer Cyclical
17
+ 7.66%
$237.01 - $304.45 $4.03K - $5.18K
239 $56K
NKE
Nike, Inc.

Consumer Cyclical
9
+ 1.98%
$63.29 - $81.72 $570 - $735
463 $29K
SMR
Nuscale Power Corp

Industrials
80
+ 5.71%
$14.16 - $29.08 $1.13K - $2.33K
1.48K $20K
MUB
Ishares National Muni Bond ETF

ETFs
24
+ 0.32%
$104.71 - $107.69 $2.51K - $2.58K
7.46K $786K
TT
Trane Technologies PLC

Industrials
223
+ 8.88%
$332.0 - $400.86 $74K - $89.4K
2.73K $920K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
18
+ 0.41%
$32.42 - $36.13 $584 - $650
4.42K $145K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
71
+ 1.76%
$31.63 - $35.22 $2.25K - $2.5K
4.1K $131K
PANW
Palo Alto Networks Inc

Technology
68
+ 4.08%
$167.82 - $208.28 $11.4K - $14.2K
1.74K $296K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
58
+ 4.53%
$14.67 - $22.01 $851 - $1.28K
1.34K $20K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
9
+ 0.4%
$122.03 - $134.83 $1.1K - $1.21K
2.26K $277K
USB
Us Bancorp \De\

Financial Services
677
+ 9.03%
$40.92 - $50.9 $27.7K - $34.5K
8.17K $344K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
6
+ 0.35%
$103.96 - $122.36 $624 - $734
1.75K $186K
WHR
Whirlpool Corp

Consumer Cyclical
69
+ 7.07%
$88.58 - $133.14 $6.11K - $9.19K
1.05K $94K
CFG
Citizens Financial Group Inc

Financial Services
201
+ 2.21%
$39.73 - $48.36 $7.99K - $9.72K
9.28K $380K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
8
+ 0.27%
$96.93 - $109.51 $775 - $876
3K $293K
PCG
Pg&E Corp

Utilities
181
+ 2.38%
$15.16 - $20.4 $2.74K - $3.69K
7.78K $133K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
86
+ 3.67%
$192.82 - $222.1 $16.6K - $19.1K
2.43K $469K
MGK
Vanguard Mega Cap Growth ETF

ETFs
428
+ 9.36%
$307.43 - $357.48 $132K - $153K
5K $1.55M
QUAL
Ishares Msci Usa Quality Facto

ETFs
115
+ 1.7%
$168.16 - $186.21 $19.3K - $21.4K
6.89K $1.18M
URA
Global X Uranium ETF

ETFs
75
+ 0.86%
$22.92 - $30.98 $1.72K - $2.32K
8.77K $201K
FITB
Fifth Third Bancorp

Financial Services
42
+ 0.37%
$37.48 - $44.96 $1.57K - $1.89K
11.3K $444K
AMD
Advanced Micro Devices Inc

Technology
133
+ 4.81%
$96.63 - $129.55 $12.9K - $17.2K
2.9K $297K
NXPI
Nxp Semiconductors N.V.

Technology
35
+ 1.48%
$189.99 - $245.86 $6.65K - $8.61K
2.41K $457K
SNPS
Synopsys Inc

Technology
58
+ 5.43%
$428.58 - $551.54 $24.9K - $32K
1.13K $482K
IXN
Ishares Global Information Tec

ETFs
14
+ 0.32%
$75.73 - $88.4 $1.06K - $1.24K
4.39K $332K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
55
+ 0.59%
$41.78 - $50.35 $2.3K - $2.77K
9.39K $403K
ORCL
Oracle Corp

Technology
3.64K
+ 17.76%
$139.81 - $186.47 $509K - $679K
24.1K $3.37M
IVW
Ishares S&P 500 Growth ETF

ETFs
155
+ 2.42%
$92.45 - $106.69 $14.3K - $16.5K
6.56K $608K
IWR
Ishares Russell Mid Cap ETF

ETFs
11
+ 0.09%
$82.81 - $92.93 $911 - $1.02K
12.9K $1.09M
AXP
American Express CO

Financial Services
161
+ 5.19%
$255.39 - $325.87 $41.1K - $52.5K
3.26K $877K
XLK
Technology Sector Spdr

ETFs
7
+ 0.39%
$206.38 - $242.18 $1.44K - $1.7K
1.81K $374K
DEO
Diageo PLC

Consumer Defensive
10
+ 0.46%
$104.79 - $126.12 $1.05K - $1.26K
2.19K $229K
MRVL
Marvell Technology, Inc.

Technology
172
+ 13.01%
$61.57 - $126.06 $10.6K - $21.7K
1.49K $91K
META
Meta Platforms, Inc.

Communication Services
20
+ 0.39%
$576.36 - $736.67 $11.5K - $14.7K
5.2K $3M
EIX
Edison International

Utilities
563
+ 10.94%
$50.06 - $80.01 $28.2K - $45K
5.71K $336K
SPY
Spdr S&P 500 ETF Trust

ETFs
115
+ 1.7%
$551.42 - $612.93 $63.4K - $70.5K
6.89K $3.85M
GOOG
Alphabet Inc.

Communication Services
2.73K
+ 16.83%
$156.06 - $207.71 $426K - $567K
19K $2.96M
CF
Cf Industries Holdings, Inc.

Basic Materials
2.27K
+ 5.18%
$75.03 - $97.25 $170K - $220K
46K $3.59M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
903
+ 1.25%
$32.49 - $37.99 $29.3K - $34.3K
73.4K $2.46M
VUG
Vanguard Growth ETF

ETFs
308
+ 4.65%
$369.1 - $427.61 $114K - $132K
6.93K $2.57M
PWR
Quanta Services, Inc.

Industrials
8
+ 0.26%
$236.71 - $358.03 $1.89K - $2.86K
3.05K $775K
VB
Vanguard Small Cap ETF

ETFs
1.12K
+ 4.71%
$217.89 - $252.64 $244K - $283K
24.9K $5.52M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.12K
+ 5.47%
$92.71 - $107.38 $197K - $228K
40.9K $3.79M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
407
+ 0.32%
$64.88 - $72.1 $26.4K - $29.3K
128K $8.41M
AVGO
Broadcom Inc.

Technology
571
+ 5.21%
$167.43 - $244.7 $95.6K - $140K
11.5K $1.93M
VTI
Vanguard Total Stock Market Et

ETFs
1.11K
+ 1.56%
$271.18 - $303.12 $301K - $336K
72.4K $19.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
777
+ 2.56%
$468.34 - $539.52 $364K - $419K
31.2K $14.6M
VXF
Vanguard Extended Market ETF

ETFs
1.54K
+ 1.62%
$170.36 - $201.04 $263K - $310K
96.7K $16.7M
NVDA
Nvidia Corp

Technology
4.18K
+ 4.83%
$106.98 - $149.43 $447K - $624K
90.6K $9.82M
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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