Continuum Advisory, LLC Incresed Positions in Q2 2025

Continuum Advisory, LLC

  • $773 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
2.73K
+ 62.26%
$73.09 - $82.77 $200K - $226K
7.12K $581K
IGRO
Ishares Tr International Divid

ETFs
2.92K
+ 705.56%
$66.32 - $80.17 $194K - $234K
3.34K $263K
CACI
Caci International Inc

Technology
544
+ 13.92%
N/A
4.45K $1.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.4K
+ 8.87%
$39.89 - $49.46 $95.5K - $118K
29.4K $1.45M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.58K
+ 9.58%
$40.82 - $43.14 $187K - $198K
52.4K $2.26M
CAT
Caterpillar Inc

Industrials
370
+ 27.35%
$273.94 - $388.21 $101K - $144K
1.72K $668K
COF
Capital One Financial Corp

Financial Services
287
+ 6.39%
$150.57 - $212.76 $43.2K - $61.1K
4.78K $1.02M
CB
Chubb LTD

Financial Services
724
+ 449.69%
$274.32 - $302.46 $199K - $219K
885 $256K
PJUL
Innovator U.S. Equity Power Bu

ETFs
2.58K
+ 10.95%
$37.66 - $43.85 $97.2K - $113K
26.2K $1.15M
IRM
Iron Mountain Inc

Real Estate
1.95K
+ 7792.0%
$76.93 - $105.25 $150K - $205K
1.97K $202K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.03K
+ 16.47%
$19.6 - $24.44 $98.5K - $123K
35.6K $869K
VPU
Vanguard Utilities ETF

ETFs
1.06K
+ 100.0%
$158.36 - $178.82 $167K - $189K
2.11K $372K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
156
+ 0.79%
$57.14 - $72.68 $8.91K - $11.3K
19.8K $1.44M
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.7K
+ 91.18%
$20.42 - $25.3 $137K - $169K
14K $355K
GS
Goldman Sachs Group Inc

Financial Services
180
+ 56.6%
$462.22 - $707.75 $83.2K - $127K
498 $352K
AXP
American Express CO

Financial Services
29
+ 0.89%
$231.39 - $318.98 $6.71K - $9.25K
3.29K $1.05M
PAPR
Innovator U.S. Equity Power Bu

ETFs
3.7K
+ 17.18%
$33.22 - $37.29 $123K - $138K
25.2K $940K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
348
+ 39.15%
$376.48 - $440.65 $131K - $153K
1.24K $545K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2K
+ 9.55%
$82.21 - $83.12 $164K - $166K
22.9K $1.9M
DOW
Dow Inc.

Basic Materials
7.14K
+ 245.68%
$25.81 - $34.89 $184K - $249K
10K $266K
DUK
Duke Energy Corp

Utilities
1.6K
+ 21.75%
$112.46 - $124.05 $180K - $199K
8.96K $1.06M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.65K
+ 21.81%
$59.8 - $60.07 $158K - $159K
14.8K $885K
CEG
Constellation Energy Corp

Utilities
34
+ 3.02%
$170.96 - $322.76 $5.81K - $11K
1.16K $374K
HUM
Humana Inc

Healthcare
1.8K
+ 12.37%
$224.93 - $295.04 $405K - $532K
16.4K $4M
BAC
Bank Of America Corp

Financial Services
425
+ 1.91%
$34.39 - $47.46 $14.6K - $20.2K
22.6K $1.07M
KLAC
Kla Corp

Technology
33
+ 6.43%
$576.53 - $902.94 $19K - $29.8K
546 $489K
MS
Morgan Stanley

Financial Services
309
+ 7.9%
$99.83 - $140.86 $30.8K - $43.5K
4.22K $594K
EMLP
First Tr Exchange Traded Iv

ETFs
3.5K
+ 5.43%
$33.62 - $37.89 $118K - $132K
67.9K $2.55M
ABNB
Airbnb, Inc.

Consumer Cyclical
811
+ 58.68%
$105.69 - $140.64 $85.7K - $114K
2.19K $290K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
721
+ 0.8%
$75.05 - $77.34 $54.1K - $55.8K
90.9K $7.03M
IDA
Idacorp Inc

Utilities
1.09K
+ 21.99%
$111.01 - $119.72 $121K - $131K
6.06K $700K
PH
Parker Hannifin Corp

Industrials
12
+ 0.97%
$517.23 - $700.54 $6.21K - $8.41K
1.25K $873K
GE
General Electric CO

Industrials
169
+ 13.03%
$166.81 - $257.39 $28.2K - $43.5K
1.47K $377K
EFV
Msci Eafe Value ETF

ETFs
1.35K
+ 19.51%
$52.4 - $64.65 $70.9K - $87.5K
8.29K $526K
CHW
Calamos Global Dynamic Income Fund

Financial Services
15.7K
+ 244.77%
$5.59 - $7.13 $87.8K - $112K
22.1K $157K
SNPS
Synopsys Inc

Technology
40
+ 3.55%
$380.9 - $517.66 $15.2K - $20.7K
1.17K $597K
AVUV
American Centy ETF Tr Avantis

ETFs
968
+ 15.1%
$75.17 - $91.21 $72.8K - $88.3K
7.38K $672K
IVR
Invesco Mortgage Capital Inc.

Real Estate
14.1K
+ 769.2%
$6.33 - $8.04 $89K - $113K
15.9K $124K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
322
+ 36.93%
$180.84 - $240.32 $58.2K - $77.4K
1.19K $286K
C
Citigroup Inc

Financial Services
253
+ 4.17%
$58.13 - $85.12 $14.7K - $21.5K
6.32K $538K
EQX
Equinox Gold Corp.

Basic Materials
19.9K
+ 264.01%
$5.68 - $7.31 $113K - $146K
27.4K $157K
INTU
Intuit Inc

Technology
91
+ 47.64%
$544.07 - $787.63 $49.5K - $71.7K
282 $222K
VSAT
Viasat Inc

Technology
1.5K
+ 7.62%
$7.7 - $14.6 $11.6K - $21.9K
21.2K $309K
LLY
Eli Lilly & CO

Healthcare
248
+ 12.87%
$713.71 - $898.95 $177K - $223K
2.18K $1.7M
YYY
Amplify ETF Tr High Income ETF

ETFs
8.29K
+ 357.11%
$10.18 - $11.74 $84.3K - $97.3K
10.6K $124K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
932
+ 21.88%
$96.84 - $99.46 $90.3K - $92.7K
5.19K $514K
AMAT
Applied Materials Inc

Technology
173
+ 10.72%
$126.95 - $183.52 $22K - $31.7K
1.79K $327K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.14K
+ 27.61%
$28.21 - $28.85 $88.5K - $90.5K
14.5K $416K
MSTR
Microstrategy Inc

Technology
42
+ 6.77%
$237.95 - $421.61 $9.99K - $17.7K
662 $267K
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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