Continuum Advisory, LLC Incresed Positions in Q3 2025

Continuum Advisory, LLC

  • $851 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
5.65K
+ 4.04%
$202.38 - $256.87 $1.14M - $1.45M
145K $37M
FISV
Fiserv Inc

Technology
26.2K
+ 2051.21%
N/A
27.5K $3.44M
NVDA
Nvidia Corp

Technology
2.63K
+ 2.74%
$153.3 - $186.58 $403K - $490K
98.7K $18.4M
NEM
Newmont Corp

Basic Materials
10.2K
+ 12.37%
$57.35 - $85.25 $583K - $867K
92.3K $7.78M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.21K
+ 17.92%
$567.77 - $614.76 $1.82M - $1.97M
21.1K $12.9M
VTI
Vanguard Total Stock Market Et

ETFs
2.53K
+ 3.3%
$303.93 - $329.86 $770K - $836K
79.3K $26M
MU
Micron Technology Inc

Technology
11.8K
+ 93.61%
$104.88 - $168.89 $1.24M - $1.99M
24.4K $4.08M
JCPB
J P Morgan Exchange Traded Fd

ETFs
46.7K
+ 8.38%
$46.37 - $47.77 $2.16M - $2.23M
604K $28.7M
GOOGL
Alphabet Inc.

Communication Services
932
+ 2.97%
$174.36 - $254.72 $163K - $237K
32.3K $7.86M
ETR
Entergy Corp

Utilities
22.1K
+ 235.96%
$80.93 - $93.55 $1.79M - $2.06M
31.4K $2.93M
TSLA
Tesla, Inc.

Consumer Cyclical
1.74K
+ 24.25%
$293.94 - $444.72 $511K - $772K
8.9K $3.96M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.28K
+ 2.01%
$50.79 - $76.4 $64.9K - $97.6K
64.9K $4.95M
INCY
Incyte Corp

Healthcare
5.19K
+ 7.55%
$67.27 - $86.96 $349K - $451K
73.8K $6.26M
CGGR
Capital Group Growth ETF Shs C

ETFs
23.2K
+ 20.27%
$40.2 - $44.58 $934K - $1.04M
138K $6.05M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
830
+ 7.96%
$473.44 - $553.71 $393K - $460K
11.3K $6.16M
JEPI
J P Morgan Exchange Traded Fd

ETFs
21.5K
+ 22.49%
$55.61 - $57.37 $1.19M - $1.23M
117K $6.68M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
27.8K
+ 51.02%
$46.51 - $50.07 $1.29M - $1.39M
82.2K $3.86M
GOOG
Alphabet Inc.

Communication Services
193
+ 1.12%
$175.16 - $255.24 $33.8K - $49.3K
17.4K $4.24M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
21.2K
+ 76.25%
$50.47 - $50.74 $1.07M - $1.07M
49K $2.48M
CGXU
Capital Group Intl Focus Equit

ETFs
27.8K
+ 35.93%
$26.49 - $29.62 $737K - $824K
105K $3.12M
NBIX
Neurocrine Biosciences Inc

Healthcare
3.42K
+ 9.34%
$123.98 - $146.67 $424K - $501K
40K $5.62M
CVS
Cvs Health Corp

Healthcare
7.64K
+ 11.15%
$58.75 - $76.5 $449K - $584K
76.1K $5.74M
MDT
Medtronic PLC

Healthcare
9.05K
+ 56.81%
$87.67 - $95.74 $793K - $866K
25K $2.38M
AVGO
Broadcom Inc.

Technology
921
+ 7.34%
$264.74 - $369.57 $244K - $340K
13.5K $4.44M
WMT
Walmart Inc.

Consumer Defensive
5.4K
+ 8.37%
$94.4 - $104.27 $510K - $563K
70K $7.21M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.46K
+ 1.87%
$161.6 - $171.2 $236K - $250K
79.5K $13.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
799
+ 11.42%
$617.65 - $666.84 $494K - $533K
7.79K $5.19M
VV
Vanguard Large Cap ETF

ETFs
121
+ 0.33%
$285.05 - $309.14 $34.5K - $37.4K
37K $11.4M
HUM
Humana Inc

Healthcare
2.03K
+ 12.41%
$220.41 - $312.0 $448K - $634K
18.4K $4.79M
GLD
Spdr Gold Trust

ETFs
570
+ 5.01%
$300.96 - $355.47 $172K - $203K
11.9K $4.25M
CVX
Chevron Corp

Energy
3.47K
+ 19.54%
$145.57 - $161.83 $505K - $561K
21.2K $3.29M
VB
Vanguard Small Cap ETF

ETFs
1.01K
+ 3.96%
$237.58 - $259.17 $240K - $262K
26.5K $6.74M
IEFA
Ishares Tr

ETFs
3.27K
+ 3.12%
$81.7 - $87.53 $267K - $287K
108K $9.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.02K
+ 10.88%
$459.11 - $506.91 $466K - $515K
10.3K $5.2M
JPM
Jpmorgan Chase & CO

Financial Services
534
+ 2.95%
$282.78 - $316.06 $151K - $169K
18.6K $5.88M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.11K
+ 2.55%
$108.08 - $121.73 $120K - $135K
44.4K $5.35M
AMZN
Amazon Com Inc

Consumer Cyclical
2.74K
+ 3.87%
$211.65 - $238.24 $580K - $653K
73.6K $16.2M
CAT
Caterpillar Inc

Industrials
884
+ 51.31%
$390.92 - $477.15 $346K - $422K
2.61K $1.24M
IWM
Ishares Russell 2000 ETF

ETFs
576
+ 3.75%
$214.92 - $244.84 $124K - $141K
15.9K $3.86M
ES
Eversource Energy

Utilities
7.05K
+ 184.15%
$62.86 - $71.14 $443K - $502K
10.9K $774K
RE
Everest Re Group LTD

Financial Services
1.42K
+ 10.61%
N/A
14.8K $5.47M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.25K
+ 2.94%
$72.57 - $74.72 $381K - $393K
184K $13.7M
PLTR
Palantir Technologies Inc.

Technology
1.16K
+ 17.43%
$130.68 - $186.97 $152K - $217K
7.83K $1.43M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.72K
+ 9.37%
$35.42 - $38.65 $273K - $298K
90K $3.42M
COST
Costco Wholesale Corp

Consumer Defensive
975
+ 15.99%
$915.95 - $994.57 $893K - $970K
7.07K $6.55M
SPYG
Spdr Portfolio

ETFs
1.01K
+ 2.41%
$94.33 - $105.31 $95.5K - $107K
43K $4.5M
DUK
Duke Energy Corp

Utilities
3.46K
+ 38.63%
$116.31 - $125.93 $403K - $436K
12.4K $1.54M
VO
Vanguard Mid Cap ETF

ETFs
575
+ 2.61%
$279.83 - $293.74 $161K - $169K
22.6K $6.64M
JPIE
J P Morgan Exchange Traded Fd
9.54K
+ 10.51%
$46.01 - $46.55 $439K - $444K
100K $4.65M
Activity Summary
Buys All Purchases 249 New Holdings 40 Increased Positions 209 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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