Continuum Advisory, LLC Incresed Positions in Q2 2025

Continuum Advisory, LLC

  • $773 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
529
+ 7.97%
$221.86 - $362.89 $117K - $192K
7.16K $2.28M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.71K
+ 180.71%
$212.1 - $244.27 $574K - $661K
4.21K $919K
IWR
Ishares Russell Mid Cap ETF

ETFs
5.01K
+ 38.97%
$74.88 - $91.97 $375K - $461K
17.9K $1.64M
PLTR
Palantir Technologies Inc.

Technology
2.33K
+ 53.82%
$74.01 - $144.25 $173K - $337K
6.67K $908K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.36K
+ 5.81%
$34.72 - $42.74 $186K - $229K
97.6K $4.17M
VB
Vanguard Small Cap ETF

ETFs
622
+ 2.5%
$193.73 - $237.37 $121K - $148K
25.5K $6.04M
ED
Consolidated Edison Inc

Utilities
5.25K
+ 1010.0%
$98.05 - $113.3 $515K - $595K
5.77K $579K
RSG
Republic Services, Inc.

Industrials
2.1K
+ 7010.0%
$227.2 - $258.07 $478K - $543K
2.13K $526K
BKR
Baker Hughes CO

Energy
13.6K
+ 542.31%
$35.0 - $44.92 $477K - $613K
16.2K $619K
AME
Ametek Inc

Industrials
2.77K
+ 738.4%
$151.41 - $182.75 $419K - $506K
3.14K $568K
KR
Kroger CO

Consumer Defensive
6.84K
+ 431.0%
$64.62 - $74.0 $442K - $506K
8.43K $604K
SLGN
Silgan Holdings Inc

Consumer Cyclical
9.09K
+ 692.61%
$45.48 - $56.15 $414K - $511K
10.4K $563K
VO
Vanguard Mid Cap ETF

ETFs
73
+ 0.33%
$228.54 - $279.83 $16.7K - $20.4K
22K $6.16M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
25.7K
+ 313.26%
$18.11 - $18.97 $466K - $488K
34K $639K
VEA
Vanguard Ftse Developed Market

ETFs
6.17K
+ 29.77%
$45.65 - $57.01 $282K - $352K
26.9K $1.53M
WELL
Welltower Inc.

Real Estate
3.1K
+ 141.24%
$136.49 - $155.22 $423K - $481K
5.29K $812K
LNT
Alliant Energy Corp

Utilities
7.88K
+ 696.99%
$58.79 - $64.85 $463K - $511K
9.01K $544K
SPY
Spdr S&P 500 ETF Trust

ETFs
105
+ 1.52%
$496.48 - $617.85 $52.1K - $64.9K
7K $4.32M
VTV
Vanguard Value ETF

ETFs
2K
+ 8.41%
$153.67 - $176.74 $307K - $353K
25.8K $4.56M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
8.89K
+ 12.11%
$29.52 - $35.31 $262K - $314K
82.3K $2.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15.3K
+ 2113.69%
$22.92 - $28.05 $350K - $429K
16K $448K
OUNZ
Van Eck Merk Gold Trust

ETFs
13.3K
+ 1936.57%
$28.68 - $33.09 $383K - $442K
14K $447K
WCN
Waste Connections, Inc.

Industrials
2.27K
+ 750.33%
$183.26 - $199.95 $415K - $453K
2.57K $479K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.67K
+ 40.73%
$82.96 - $110.1 $222K - $294K
9.23K $1.02M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
21.7K
+ 7.59%
$18.83 - $19.22 $409K - $418K
308K $5.89M
UPS
United Parcel Service Inc

Industrials
4.23K
+ 147.03%
$91.92 - $110.2 $389K - $466K
7.1K $716K
TT
Trane Technologies PLC

Industrials
268
+ 9.81%
$315.21 - $437.41 $84.5K - $117K
3K $1.31M
PAYX
Paychex Inc

Industrials
2.74K
+ 256.98%
$137.01 - $159.78 $376K - $438K
3.81K $554K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.36K
+ 217900.0%
$87.84 - $1441.89 $383K - $6.28M
4.36K $392K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.22K
+ 110.01%
$45.11 - $52.34 $326K - $378K
13.8K $721K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
15.3K
+ 32.74%
$22.4 - $23.8 $343K - $365K
62.1K $1.48M
CGXU
Capital Group Intl Focus Equit

ETFs
7.07K
+ 10.05%
$21.44 - $27.35 $152K - $193K
77.4K $2.1M
JNJ
Johnson & Johnson

Healthcare
3.01K
+ 45.56%
$146.36 - $159.82 $440K - $481K
9.61K $1.47M
FNDX
Schwab Fundamental U S Large C

ETFs
13.3K
+ 59.86%
$20.84 - $24.54 $276K - $326K
35.4K $869K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
3.27K
+ 21766.67%
$105.72 - $1416.0 $345K - $4.62M
3.28K $366K
FTV
Fortive Corp

Technology
6.89K
+ 761.84%
$52.13 - $74.29 $359K - $512K
7.79K $406K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.57K
+ 5.09%
$50.09 - $51.09 $229K - $234K
94.4K $4.82M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.08K
+ 44.45%
$171.4 - $227.1 $185K - $245K
3.51K $797K
FDL
First Tr Morningstar Dividend

ETFs
8.18K
+ 78.52%
$38.19 - $43.19 $312K - $353K
18.6K $778K
MGK
Vanguard Mega Cap Growth ETF

ETFs
86
+ 1.72%
$273.67 - $366.17 $23.5K - $31.5K
5.09K $1.86M
TMUS
T Mobile Us, Inc.

Communication Services
2.04K
+ 32.23%
$220.99 - $268.54 $451K - $548K
8.38K $2M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
5.98K
+ 12.87%
$38.18 - $45.52 $228K - $272K
52.5K $2.3M
IBM
International Business Machines Corp

Technology
308
+ 7.39%
$221.03 - $294.78 $68.1K - $90.8K
4.47K $1.32M
FSIG
First Tr ETF Iv LTD Duration I
13.3K
+ 39.3%
$18.77 - $19.14 $250K - $255K
47.2K $902K
IEMG
Ishares Inc

ETFs
4.74K
+ 14.2%
N/A
38.1K $2.05M
FVD
First Tr Value Line Divid Inde

ETFs
5.54K
+ 9.42%
$40.62 - $45.12 $225K - $250K
64.4K $2.88M
PID
Invesco Exchange Traded Fd Tr

ETFs
13.8K
+ 21.96%
N/A
76.7K $1.37M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.96K
+ 35.81%
$22.27 - $29.21 $133K - $174K
22.6K $660K
GLDM
World Gold Trust

ETFs
2.79K
+ 18.2%
$58.96 - $67.97 $165K - $190K
18.1K $1.19M
Activity Summary
Buys All Purchases 257 New Holdings 4 Increased Positions 253 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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