Continuum Advisory, LLC Incresed Positions in Q1 2025

Continuum Advisory, LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BMI
Badger Meter Inc

Technology
1
+ 5.26%
$189.49 - $221.51 $189 - $222
20 $3K
MS
Morgan Stanley

Financial Services
272
+ 7.48%
$111.68 - $141.08 $30.4K - $38.4K
3.91K $456K
CGGO
Capital Group Global Growth Eq

ETFs
42
+ 1.94%
$28.33 - $30.84 $1.19K - $1.3K
2.2K $62K
UNOV
Earth Science Tech, Inc.

ETFs
1
+ 0.04%
$33.76 - $35.42 $33.8 - $35.4
2.54K $86K
FMC
Fmc Corp

Basic Materials
14
+ 4.15%
$34.54 - $56.38 $484 - $789
351 $14K
ARVN
Arvinas, Inc.

Healthcare
17
+ 15.45%
$7.02 - $20.5 $119 - $349
127 $0
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.2%
$244.9 - $274.48 $245 - $274
501 $124K
IYW
Ishares Dj Us Tech ETF

ETFs
77
+ 11.44%
$140.44 - $166.79 $10.8K - $12.8K
750 $105K
IX
Orix Corp

Financial Services
48
+ 129.73%
$20.44 - $107.42 $981 - $5.16K
85 $1K
IBB
Ishares Biotechnology ETF

ETFs
8
+ 1.33%
$127.9 - $140.56 $1.02K - $1.12K
608 $77K
FDS
Factset Research Systems Inc

Financial Services
3
+ 1.89%
$427.5 - $476.51 $1.28K - $1.43K
162 $73K
SKYY
First Trust Cloud Computing Et

ETFs
15
+ 5.03%
$102.23 - $131.18 $1.53K - $1.97K
313 $31K
TFII
Tfi International Inc.

Industrials
5
+ 7.35%
$76.98 - $140.13 $385 - $701
73 $5K
LYB
Lyondell Basell Industries N.V.

Basic Materials
61
+ 2.7%
$69.82 - $78.67 $4.26K - $4.8K
2.32K $163K
WEN
Wendy'S CO

Consumer Cyclical
42
+ 1.3%
$14.17 - $16.17 $595 - $679
3.28K $48K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
11
+ 2.95%
$48.65 - $66.04 $535 - $726
384 $20K
IWS
Ishares Russell Midcap Value E

ETFs
35
+ 1.23%
$122.59 - $135.24 $4.29K - $4.73K
2.89K $363K
SMR
Nuscale Power Corp

Industrials
80
+ 5.71%
$14.16 - $29.08 $1.13K - $2.33K
1.48K $20K
NKE
Nike, Inc.

Consumer Cyclical
9
+ 1.98%
$63.29 - $81.72 $570 - $735
463 $29K
MAR
Marriott International Inc

Consumer Cyclical
17
+ 7.66%
$237.01 - $304.45 $4.03K - $5.18K
239 $56K
MUB
Ishares National Muni Bond ETF

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

Industrials
223
+ 8.88%
$332.0 - $400.86 $74K - $89.4K
2.73K $920K
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
RF
Regions Financial Corp

Financial Services
65
+ 0.75%
$20.84 - $24.77 $1.35K - $1.61K
8.71K $189K
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
CFG
Citizens Financial Group Inc

Financial Services
201
+ 2.21%
$39.73 - $48.36 $7.99K - $9.72K
9.28K $380K
WHR
Whirlpool Corp

Consumer Cyclical
69
+ 7.07%
$88.58 - $133.14 $6.11K - $9.19K
1.05K $94K
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
SNPS
Synopsys Inc

Technology
58
+ 5.43%
$428.58 - $551.54 $24.9K - $32K
1.13K $482K
NXPI
Nxp Semiconductors N.V.

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