Continuum Advisory, LLC Incresed Positions in Q1 2025

Continuum Advisory, LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
5.49K
+ 32.85%
$39.61 - $47.74 $217K - $262K
22.2K $926K
CCJ
Cameco Corp

Energy
12.4K
+ 39.31%
$40.64 - $56.86 $503K - $704K
43.9K $1.81M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.54K
+ 61.44%
$106.22 - $111.09 $163K - $171K
4.04K $448K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
89
+ 5.65%
$402.49 - $513.76 $35.8K - $45.7K
1.67K $807K
CTAS
Cintas Corp

Industrials
69
+ 1.01%
$182.09 - $208.14 $12.6K - $14.4K
6.88K $1.41M
TJX
Tjx Companies Inc

Consumer Cyclical
1.34K
+ 25.31%
$112.81 - $126.16 $151K - $169K
6.64K $808K
RE
Everest Re Group LTD

Financial Services
453
+ 4.56%
N/A
10.4K $3.85M
PLTR
Palantir Technologies Inc.

Technology
1.67K
+ 62.36%
$64.98 - $124.62 $108K - $207K
4.34K $365K
MGV
Vanguard Mega Cap Value

ETFs
1.16K
+ 31.87%
$123.61 - $133.01 $143K - $154K
4.79K $616K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.53K
+ 5648.15%
$97.25 - $104.79 $148K - $160K
1.55K $161K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.62K
+ 129.78%
$96.88 - $111.25 $157K - $180K
2.86K $285K
PG
Procter & Gamble CO

Consumer Defensive
763
+ 9.14%
$158.56 - $176.26 $121K - $134K
9.11K $1.55M
AGNC
Agnc Investment Corp.

Real Estate
6.64K
+ 2.82%
$9.12 - $10.54 $60.5K - $69.9K
242K $2.32M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.12K
+ 74.77%
$24.91 - $29.02 $177K - $207K
16.6K $416K
DUK
Duke Energy Corp

Utilities
401
+ 5.76%
$105.87 - $121.97 $42.5K - $48.9K
7.36K $897K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
2.86K
+ 4.57%
$25.21 - $26.38 $72.2K - $75.5K
65.5K $1.73M
CTA
Simplify Exch Traded Fds Simpl

ETFs
4.61K
+ 178.99%
$27.81 - $30.21 $128K - $139K
7.18K $212K
IAG
Iamgold Corp

Basic Materials
19.9K
+ 130.18%
$5.11 - $6.61 $101K - $131K
35.1K $219K
HYG
Ishares Tr

ETFs
1.71K
+ 11.21%
$78.51 - $80.11 $134K - $137K
16.9K $1.34M
IBM
International Business Machines Corp

Technology
87
+ 2.13%
$217.4 - $264.74 $18.9K - $23K
4.17K $1.04M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.76K
+ 25.95%
$53.6 - $58.97 $148K - $162K
13.4K $732K
SO
Southern CO

Utilities
1.13K
+ 63.26%
$80.96 - $92.96 $91.2K - $105K
2.91K $267K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.07K
+ 5.76%
$59.28 - $66.1 $63.5K - $70.9K
19.7K $1.25M
WELL
Welltower Inc.

Real Estate
435
+ 24.76%
$124.05 - $156.86 $54K - $68.2K
2.19K $335K
SRLN
Ssga Active Trust

ETFs
2.66K
+ 268.35%
$41.02 - $41.99 $109K - $112K
3.65K $150K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
412
+ 1.61%
$97.38 - $104.52 $40.1K - $43.1K
26K $2.66M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
952
+ 3.06%
$77.7 - $78.94 $74K - $75.2K
32.1K $2.53M
BMY
Bristol Myers Squibb CO

Healthcare
1.54K
+ 88.57%
$53.9 - $63.11 $82.7K - $96.9K
3.27K $199K
NFLX
Netflix Inc

Communication Services
74
+ 9.39%
$828.4 - $1058.6 $61.3K - $78.3K
862 $803K
BDX
Becton Dickinson & CO

Healthcare
420
+ 24.55%
$222.79 - $249.08 $93.6K - $105K
2.13K $488K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.42K
+ 5.33%
$42.38 - $43.28 $103K - $105K
47.8K $2.03M
FNDF
Schwab Fundamental Intl Large

ETFs
2.59K
+ 139.57%
$32.9 - $37.45 $85.2K - $97K
4.44K $160K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
2.95K
+ 64.53%
$34.28 - $36.12 $101K - $107K
7.53K $260K
XLE
Energy Sector Spdr

ETFs
972
+ 152.11%
$85.7 - $93.96 $83.3K - $91.3K
1.61K $150K
XLF
Financial Sector Spdr

ETFs
1.73K
+ 30.34%
$47.32 - $52.19 $81.9K - $90.3K
7.43K $370K
RDVY
First Trust Rising Dividend Ac

ETFs
1.7K
+ 16.05%
$57.22 - $63.39 $97.3K - $108K
12.3K $719K
ELV
Elevance Health, Inc.

Healthcare
85
+ 10.2%
$365.9 - $436.25 $31.1K - $37.1K
918 $399K
CGXU
Capital Group Intl Focus Equit

ETFs
4.22K
+ 6.38%
$24.48 - $26.59 $103K - $112K
70.4K $1.72M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.36K
+ 12.56%
$47.08 - $50.67 $63.8K - $68.7K
12.1K $610K
IAU
Ishares Gold Trust

ETFs
846
+ 21.28%
$49.74 - $58.96 $42.1K - $49.9K
4.82K $284K
BOND
Pimco Active Bond Exchange Tra

ETFs
706
+ 6.49%
$89.27 - $92.9 $63K - $65.6K
11.6K $1.07M
GE
General Electric CO

Industrials
237
+ 22.36%
$168.59 - $212.13 $40K - $50.3K
1.3K $259K
PNC
Pnc Financial Services Group, Inc.

Financial Services
567
+ 54.57%
$168.84 - $202.89 $95.7K - $115K
1.61K $282K
GD
General Dynamics Corp

Industrials
291
+ 86.09%
$241.94 - $272.58 $70.4K - $79.3K
629 $171K
BK
Bank Of New York Mellon Corp

Financial Services
785
+ 33.28%
$75.42 - $88.95 $59.2K - $69.8K
3.14K $263K
PAYX
Paychex Inc

Industrials
463
+ 76.66%
$136.06 - $154.52 $63K - $71.5K
1.07K $164K
IEF
Ishares Barclays

ETFs
380
+ 2.8%
$91.17 - $95.39 $34.6K - $36.2K
14K $1.33M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
130
+ 9.5%
$208.48 - $244.03 $27.1K - $31.7K
1.5K $365K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
1.06K
+ 404.2%
$70.83 - $76.62 $75K - $81.1K
1.32K $93K
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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