Continuum Advisory, LLC Purchases in Q1 2025

Continuum Advisory, LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VLO
Valero Energy Corp

Energy
86
+ 7.57%
$121.76 - $142.99 $10.5K - $12.3K
1.22K $161K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
602
+ 82.47%
$30.38 - $34.94 $18.3K - $21K
1.33K $45K
CB
Chubb LTD

Financial Services
60
+ 59.41%
$257.71 - $301.99 $15.5K - $18.1K
161 $48K
BMAR
Innovator U.S. Equity Buffer E

ETFs
518
+ 9.85%
$44.99 - $47.69 $23.3K - $24.7K
5.78K $263K
LHX
L3 Harris Technologies, Inc.

Industrials
107
+ 8.94%
$194.65 - $222.86 $20.8K - $23.8K
1.3K $272K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
193
+ 6.54%
$65.44 - $70.64 $12.6K - $13.6K
3.15K $214K
OUNZ
Van Eck Merk Gold Trust

ETFs
689
New
$25.41 - $30.14 $17.5K - $20.8K
689 $20K
MTB
M&T Bank Corp

Financial Services
107
+ 382.14%
$170.47 - $201.98 $18.2K - $21.6K
135 $24K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
126
+ 213.56%
$80.53 - $147.57 $10.1K - $18.6K
185 $24K
EXC
Exelon Corp

Utilities
189
+ 18.0%
$37.3 - $46.08 $7.05K - $8.71K
1.24K $57K
VCIT
Vanguard Intermediate Term Cor

ETFs
160
+ 4.79%
$79.17 - $82.04 $12.7K - $13.1K
3.5K $286K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
30
+ 0.14%
$81.83 - $82.73 $2.45K - $2.48K
20.9K $1.73M
SYK
Stryker Corp

Healthcare
29
+ 5.77%
$355.18 - $399.9 $10.3K - $11.6K
532 $198K
COP
Conocophillips

Energy
40
+ 1.86%
$88.6 - $105.85 $3.54K - $4.23K
2.19K $229K
UNP
Union Pacific Corp

Industrials
53
+ 10.08%
$225.21 - $254.42 $11.9K - $13.5K
579 $136K
HON
Honeywell International Inc

Industrials
116
+ 22.31%
$202.75 - $226.52 $23.5K - $26.3K
636 $134K
SPTL
Spdr Portfolio Long Term Treas

ETFs
620
+ 269.57%
$25.54 - $27.64 $15.8K - $17.1K
850 $23K
WMT
Walmart Inc.

Consumer Defensive
2.02K
+ 3.23%
$84.5 - $105.05 $171K - $212K
64.6K $5.67M
IOO
Ishares Tr Global 100 ETF

ETFs
186
New
$96.2 - $105.12 $17.9K - $19.6K
186 $17K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
238
+ 6.52%
$39.65 - $43.35 $9.44K - $10.3K
3.89K $163K
VDE
Vanguard Energy ETF

ETFs
57
+ 5.15%
$119.14 - $132.76 $6.79K - $7.57K
1.16K $150K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
159
+ 5.48%
$34.34 - $38.51 $5.46K - $6.12K
3.06K $117K
DCI
Donaldson CO Inc

Industrials
249
New
$66.51 - $72.28 $16.6K - $18K
249 $16K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
193
+ 2.06%
$18.36 - $20.51 $3.54K - $3.96K
9.58K $189K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
148
+ 34.42%
$120.24 - $134.3 $17.8K - $19.9K
578 $70K
IEZ
Ishares Tr

ETFs
800
New
$18.42 - $22.2 $14.7K - $17.8K
800 $15K
PSX
Phillips 66

Energy
32
+ 3.0%
$113.93 - $131.55 $3.65K - $4.21K
1.1K $135K
ILF
Ishares Latin America 40 ETF

ETFs
624
New
$20.87 - $24.43 $13K - $15.2K
624 $14K
L
Loews Corp

Financial Services
152
+ 3040.0%
$81.13 - $91.91 $12.3K - $14K
157 $14K
CRUS
Cirrus Logic, Inc.

Technology
150
New
$97.89 - $111.4 $14.7K - $16.7K
150 $14K
BR
Broadridge Financial Solutions, Inc.

Technology
46
+ 48.42%
$221.46 - $244.83 $10.2K - $11.3K
141 $34K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
154
+ 41.18%
$91.76 - $103.26 $14.1K - $15.9K
528 $48K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
597
+ 537.84%
$20.2 - $22.24 $12.1K - $13.3K
708 $15K
ING
Ing Groep Nv

Financial Services
411
+ 34.48%
$15.51 - $20.74 $6.37K - $8.52K
1.6K $31K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
50
+ 0.17%
$91.45 - $91.75 $4.57K - $4.59K
29.4K $2.69M
PRF
Invesco Exchange Traded Fd Tr

ETFs
321
+ 50.08%
$39.4 - $42.61 $12.6K - $13.7K
962 $38K
RPRX
Royalty Pharma PLC

Healthcare
428
New
$25.75 - $33.86 $11K - $14.5K
428 $13K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
182
+ 568.75%
$69.87 - $75.62 $12.7K - $13.8K
214 $15K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
170
+ 1.52%
$27.64 - $28.58 $4.7K - $4.86K
11.4K $324K
VOT
Vanguard Mid Cap Growth Index

ETFs
115
+ 6.71%
$237.72 - $276.98 $27.3K - $31.9K
1.83K $447K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
237
+ 364.62%
$50.82 - $52.7 $12K - $12.5K
302 $15K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
305
+ 709.3%
$33.63 - $37.64 $10.3K - $11.5K
348 $12K
HWM
Howmet Aerospace Inc.

Industrials
41
+ 15.77%
$110.79 - $139.39 $4.54K - $5.71K
301 $39K
VOD
Vodafone Group Public LTD CO

Communication Services
974
+ 75.5%
$8.05 - $9.86 $7.84K - $9.6K
2.26K $21K
MMM
3 M CO

Industrials
63
+ 47.73%
$129.7 - $155.12 $8.17K - $9.77K
195 $28K
PJAN
Innovator U.S. Equity Power Bu

ETFs
912
+ 2.7%
$41.09 - $43.24 $37.5K - $39.4K
34.6K $1.44M
GRMN
Garmin LTD

Technology
50
+ 125.0%
$204.55 - $241.93 $10.2K - $12.1K
90 $19K
ABNB
Airbnb, Inc.

Consumer Cyclical
197
+ 16.62%
$119.38 - $161.42 $23.5K - $31.8K
1.38K $165K
VRT
Vertiv Holdings CO

Industrials
118
+ 7.79%
N/A
1.63K $141K
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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