Continuum Advisory, LLC Purchases in Q1 2025

Continuum Advisory, LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RNA
Avidity Biosciences, Inc.

Healthcare
19
+ 95.0%
$27.05 - $35.11 $514 - $667
39 $1K
CSL
Carlisle Companies Inc

Industrials
3
New
$326.43 - $408.24 $979 - $1.22K
3 $1K
HI
Hillenbrand, Inc.

Industrials
40
+ 148.15%
$24.14 - $35.33 $966 - $1.41K
67 $1K
JBHT
Hunt J B Transport Services Inc

Industrials
6
+ 300.0%
$146.12 - $186.55 $877 - $1.12K
8 $1K
III
Information Services Group Inc.

Technology
53
+ 26.11%
$2.98 - $4.0 $158 - $212
256 $1K
ACIW
Aci Worldwide, Inc.

Technology
18
+ 25.71%
$50.38 - $57.35 $907 - $1.03K
88 $4K
VERX
Vertex, Inc.

Technology
45
New
$31.15 - $58.95 $1.4K - $2.65K
45 $1K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
19
New
$90.12 - $109.07 $1.71K - $2.07K
19 $1K
BRZE
Braze, Inc.

Technology
17
+ 42.5%
$32.44 - $47.22 $551 - $803
57 $2K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
1
+ 0.04%
$46.06 - $46.94 $46.1 - $46.9
2.32K $107K
ICVT
Ishares Tr Convertible Bond Et

ETFs
29
+ 5.02%
$83.18 - $89.27 $2.41K - $2.59K
607 $50K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
9
+ 3.45%
$47.59 - $50.79 $428 - $457
270 $13K
SSTK
Shutterstock, Inc.

Communication Services
95
New
$17.79 - $34.5 $1.69K - $3.28K
95 $1K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
220
+ 4.13%
$25.93 - $29.28 $5.7K - $6.44K
5.55K $150K
GLNG
Golar Lng LTD

Energy
34
New
$31.34 - $43.84 $1.07K - $1.49K
34 $1K
Celestica Inc
57
+ 183.87%
N/A
88 $0
REXR
Rexford Industrial Realty, Inc.

Real Estate
18
New
$37.17 - $41.44 $669 - $746
18 $0
CCS
Century Communities, Inc.

Consumer Cyclical
7
+ 38.89%
$66.87 - $78.83 $468 - $552
25 $1K
Capital Grp Fixed Incm ETF T
526K
+ 380.58%
N/A
664K $0
RWX
Spdr Dow Jones International R

ETFs
37
New
$22.39 - $24.7 $828 - $914
37 $0
CGMS
Capital Grp Core Plus Income E
1.6K
+ 11.95%
N/A
15K $0
CGSD
Capital Grp Core Plus Income E
7.61K
+ 51.38%
N/A
22.4K $0
Sprott Fds Tr
635
New
N/A
635 $0
BHRB
Burke Herbert Finl Svcs Corp C
17
New
N/A
17 $0
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
7
+ 21.88%
$69.67 - $86.15 $488 - $603
39 $2K
REZI
Resideo Technologies, Inc.

Industrials
16
New
$16.92 - $23.77 $271 - $380
16 $0
FSLR
First Solar, Inc.

Technology
2
New
$126.34 - $197.73 $253 - $395
2 $0
Capital Group Core Balanced
9.69K
+ 96.83%
N/A
19.7K $0
CELH
Celsius Holdings, Inc.

Consumer Defensive
9
+ 52.94%
$21.28 - $35.62 $192 - $321
26 $0
Capital Group International
301
New
N/A
301 $0
CHWY
Chewy, Inc.

Consumer Cyclical
1
+ 1.16%
$31.83 - $39.8 $31.8 - $39.8
87 $2K
CHD
Church & Dwight CO Inc

Consumer Defensive
3
+ 13.04%
$101.42 - $113.2 $304 - $340
26 $2K
DLB
Dolby Laboratories, Inc.

Industrials
6
+ 20.69%
$76.37 - $87.32 $458 - $524
35 $2K
Rubrik Inc.
21
New
N/A
21 $0
Kenvue Inc
1.86K
+ 2071.11%
N/A
1.95K $0
ESTC
Elastic N.V.

Technology
6
+ 50.0%
$89.1 - $117.76 $535 - $707
18 $1K
EXR
Extra Space Storage Inc.

Real Estate
2
+ 0.64%
$143.8 - $161.28 $288 - $323
313 $46K
EQT
Eqt Corp

Energy
6
+ 8.96%
$46.16 - $54.25 $277 - $326
73 $3K
ETSY
Etsy Inc

Consumer Cyclical
1
+ 2.86%
$44.4 - $57.29 $44.4 - $57.3
36 $1K
EVTC
Evertec, Inc.

Technology
2
+ 3.92%
$31.79 - $37.92 $63.6 - $75.8
53 $1K
CUBE
Cube Smart

Real Estate
4
+ 15.38%
$40.23 - $43.23 $161 - $173
30 $1K
FIX
Comfort Systems Usa Inc

Industrials
1
+ 14.29%
$313.26 - $550.27 $313 - $550
8 $2K
Fidelity Covington Trust
2
+ 0.42%
N/A
478 $0
Solventum Corp
25
+ 34.72%
N/A
97 $0
CRDO
Credo Technology Group Holding LTD

Technology
22
+ 70.97%
$39.45 - $85.5 $868 - $1.88K
53 $2K
Sinclair Inc
106
New
N/A
106 $0
RY
Royal Bank Of Canada

Financial Services
3
+ 5.0%
$108.81 - $123.4 $326 - $370
63 $7K
SVM
Silvercorp Metals Inc

Basic Materials
20
+ 4.76%
$2.94 - $4.19 $58.8 - $83.8
440 $1K
FCPI
Fidelity Covington Tr Stocks F

ETFs
2
+ 0.56%
$41.93 - $46.57 $83.9 - $93.1
358 $15K
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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