Continuum Advisory, LLC Purchases in Q1 2025

Continuum Advisory, LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
380
+ 2.8%
$91.17 - $95.39 $34.6K - $36.2K
14K $1.33M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
130
+ 9.5%
$208.48 - $244.03 $27.1K - $31.7K
1.5K $365K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
1.06K
+ 404.2%
$70.83 - $76.62 $75K - $81.1K
1.32K $93K
ADP
Automatic Data Processing Inc

Industrials
205
+ 25.72%
$286.85 - $318.64 $58.8K - $65.3K
1K $306K
KR
Kroger CO

Consumer Defensive
1K
+ 172.21%
$58.36 - $67.72 $58.6K - $68K
1.59K $107K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.12K
+ 114.77%
$56.51 - $62.98 $63.2K - $70.5K
2.09K $127K
IMO
Imperial Oil LTD

Energy
985
New
$62.41 - $73.34 $61.5K - $72.2K
985 $71K
BKR
Baker Hughes CO

Energy
1.55K
+ 161.16%
$41.16 - $48.85 $63.9K - $75.8K
2.52K $110K
PKI
Perkinelmer Inc

Healthcare
575
+ 122.08%
N/A
1.05K $126K
COF
Capital One Financial Corp

Financial Services
363
+ 8.79%
$163.87 - $209.82 $59.5K - $76.2K
4.49K $805K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
3.65K
New
$18.54 - $18.88 $67.6K - $68.9K
3.65K $68K
LNT
Alliant Energy Corp

Utilities
1.06K
+ 1561.76%
$56.66 - $66.04 $60.2K - $70.1K
1.13K $72K
CMS
Cms Energy Corp

Utilities
499
+ 14.37%
$64.99 - $75.11 $32.4K - $37.5K
3.97K $298K
FTV
Fortive Corp

Technology
898
+ 14966.67%
$71.82 - $82.98 $64.5K - $74.5K
904 $66K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
3.55K
+ 75.94%
$19.04 - $20.15 $67.5K - $71.5K
8.22K $156K
SLGN
Silgan Holdings Inc

Consumer Cyclical
1.27K
+ 2754.35%
$48.82 - $56.15 $61.9K - $71.1K
1.31K $67K
APAM
Artisan Partners Asset Management Inc.

Financial Services
1.61K
New
$38.51 - $45.32 $62.2K - $73.1K
1.61K $63K
FSK
Fs Kkr Capital Corp

Financial Services
3.44K
+ 29.85%
$20.47 - $24.06 $70.4K - $82.7K
15K $313K
AME
Ametek Inc

Industrials
349
+ 1342.31%
$170.39 - $190.43 $59.5K - $66.5K
375 $64K
CSCO
Cisco Systems, Inc.

Technology
586
+ 6.36%
$58.74 - $64.87 $34.4K - $38K
9.81K $605K
LBRDK
Liberty Broadband Corp

Communication Services
678
New
$73.49 - $88.64 $49.8K - $60.1K
678 $57K
PJUN
Innovator U.S. Equity Power Bu

ETFs
1.66K
+ 15.17%
$36.56 - $38.35 $60.8K - $63.8K
12.6K $467K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
485
+ 1515.63%
$88.0 - $115.5 $42.7K - $56K
517 $58K
IDA
Idacorp Inc

Utilities
180
+ 3.76%
$105.58 - $119.04 $19K - $21.4K
4.97K $577K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
162
New
$333.37 - $384.99 $54K - $62.4K
162 $54K
EMB
Ishares Tr

ETFs
407
+ 4.05%
$88.64 - $92.03 $36.1K - $37.5K
10.4K $946K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
2.4K
New
$21.77 - $22.56 $52.2K - $54.1K
2.4K $53K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
867
+ 3.0%
$50.39 - $50.66 $43.7K - $43.9K
29.8K $1.51M
ITOT
Ishares Core S&P Total U.S. St

ETFs
578
+ 20.41%
$120.29 - $134.6 $69.5K - $77.8K
3.41K $416K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.43K
New
$34.83 - $37.52 $49.7K - $53.5K
1.43K $51K
FNDX
Schwab Fundamental U S Large C

ETFs
2.21K
+ 11.1%
$23.03 - $25.01 $51K - $55.4K
22.2K $523K
PEP
Pepsico Inc

Consumer Defensive
397
+ 6.9%
$142.64 - $156.42 $56.6K - $62.1K
6.15K $922K
SLV
I Shares Silver Trust

ETFs
1.15K
+ 43.14%
$26.93 - $31.32 $31K - $36K
3.82K $118K
FANG
Diamondback Energy, Inc.

Energy
883
+ 3.78%
$139.9 - $180.18 $124K - $159K
24.2K $3.88M
WPM
Wheaton Precious Metals Corp.

Basic Materials
151
+ 9.03%
$55.75 - $77.63 $8.42K - $11.7K
1.82K $141K
FNDA
Schwab Fundamental U S Small C

ETFs
1.73K
+ 190.54%
$26.87 - $30.99 $46.5K - $53.7K
2.64K $72K
WSO
Watsco Inc

Industrials
75
+ 32.89%
$463.86 - $530.75 $34.8K - $39.8K
303 $154K
IWX
Ishares Tr Russell 200 Value E

ETFs
429
+ 13.75%
$78.54 - $84.86 $33.7K - $36.4K
3.55K $291K
BOTZ
Global X Fds

ETFs
2.68K
+ 30.15%
$28.46 - $34.53 $76.2K - $92.4K
11.6K $328K
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.79K
+ 3093.1%
$24.05 - $24.86 $43.1K - $44.6K
1.85K $46K
AES
Aes Corp

Utilities
3.55K
+ 660.59%
$9.93 - $13.23 $35.3K - $47K
4.09K $50K
KMI
Kinder Morgan, Inc.

Energy
1.14K
+ 12.09%
$26.1 - $31.22 $29.8K - $35.7K
10.6K $302K
DVY
Ishares Tr

ETFs
120
+ 1.35%
$128.58 - $138.1 $15.4K - $16.6K
9.03K $1.21M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
719
+ 6.29%
$59.78 - $60.03 $43K - $43.2K
12.1K $726K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
270
+ 26.11%
$157.04 - $169.58 $42.4K - $45.8K
1.3K $205K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.24K
+ 3.71%
$28.55 - $29.09 $35.4K - $36.1K
34.7K $1M
IEMG
Ishares Inc

ETFs
765
+ 2.34%
N/A
33.4K $1.79M
DE
Deere & CO

Industrials
73
+ 63.48%
$408.57 - $509.27 $29.8K - $37.2K
188 $88K
ALL
Allstate Corp

Financial Services
1
+ 0.04%
$180.99 - $210.18 $181 - $210
2.78K $575K
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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