Continuum Advisory, LLC Incresed Positions in Q3 2025

Continuum Advisory, LLC

  • $851 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGCP
Capital Group Core Plus Income

ETFs
4.35K
+ 3.42%
$22.27 - $22.95 $96.9K - $99.8K
131K $2.99M
VGT
Vanguard Information Technolog

ETFs
83
+ 10.88%
$656.44 - $753.15 $54.5K - $62.5K
846 $631K
FDL
First Tr Morningstar Dividend

ETFs
2.21K
+ 11.9%
$41.96 - $44.59 $92.9K - $98.7K
20.8K $903K
BA
Boeing CO

Industrials
532
+ 40.3%
$209.79 - $237.38 $112K - $126K
1.85K $399K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.85K
+ 8.19%
$28.92 - $32.19 $53.5K - $59.6K
24.5K $780K
EMLP
First Tr Exchange Traded Iv

ETFs
1.76K
+ 2.59%
$36.99 - $38.38 $65K - $67.5K
69.7K $2.67M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.13K
+ 9.51%
$90.83 - $93.81 $102K - $106K
13K $1.21M
MO
Altria Group, Inc.

Consumer Defensive
322
+ 2.48%
$57.75 - $67.68 $18.6K - $21.8K
13.3K $878K
F
Ford Motor CO

Consumer Cyclical
7.59K
+ 34.12%
$10.82 - $12.09 $82.2K - $91.8K
29.9K $357K
IEMG
Ishares Inc

ETFs
2.16K
+ 5.65%
N/A
40.3K $2.16M
BX
Blackstone Inc.

Financial Services
62
+ 1.33%
$152.77 - $188.68 $9.47K - $11.7K
4.74K $809K
ED
Consolidated Edison Inc

Utilities
1.08K
+ 18.64%
$95.57 - $105.36 $103K - $113K
6.85K $688K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.64K
+ 6.74%
$48.5 - $50.19 $79.6K - $82.4K
26K $1.3M
GE
General Electric CO

Industrials
135
+ 9.21%
$244.75 - $305.63 $33K - $41.3K
1.6K $481K
DVY
Ishares Tr

ETFs
100
+ 1.05%
$133.88 - $142.57 $13.4K - $14.3K
9.65K $1.37M
IAU
Ishares Gold Trust

ETFs
793
+ 19.14%
$61.62 - $72.77 $48.9K - $57.7K
4.94K $359K
OUNZ
Van Eck Merk Gold Trust

ETFs
729
+ 5.2%
$31.49 - $37.19 $23K - $27.1K
14.8K $548K
RDVY
First Trust Rising Dividend Ac

ETFs
592
+ 4.64%
$62.38 - $67.29 $36.9K - $39.8K
13.4K $898K
XLK
Technology Sector Spdr

ETFs
168
+ 9.61%
$250.97 - $282.66 $42.2K - $47.5K
1.92K $540K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
565
+ 19.51%
$128.6 - $136.01 $72.7K - $76.8K
3.46K $468K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
145
+ 3.33%
$89.32 - $107.82 $13K - $15.6K
4.51K $485K
RSG
Republic Services, Inc.

Industrials
559
+ 26.21%
$225.33 - $246.01 $126K - $138K
2.69K $617K
PANW
Palo Alto Networks Inc

Technology
455
+ 25.35%
$167.06 - $208.19 $76K - $94.7K
2.25K $458K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
272
+ 22.78%
$236.25 - $257.69 $64.3K - $70.1K
1.47K $375K
AME
Ametek Inc

Industrials
342
+ 10.88%
$176.44 - $192.03 $60.3K - $65.7K
3.49K $655K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
919
+ 2.84%
$78.96 - $80.04 $72.6K - $73.6K
33.3K $2.66M
IBM
International Business Machines Corp

Technology
507
+ 11.33%
$234.77 - $292.47 $119K - $148K
4.98K $1.41M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
795
+ 37.68%
$98.52 - $103.93 $78.3K - $82.6K
2.91K $299K
IVE
Ishares S&P 500 Value ETF

ETFs
185
+ 4.44%
$194.44 - $206.51 $36K - $38.2K
4.35K $897K
VONE
Vanguard Russell 1000 ETF

ETFs
4
+ 0.11%
$280.68 - $303.97 $1.12K - $1.22K
3.79K $1.15M
MGV
Vanguard Mega Cap Value

ETFs
369
+ 7.52%
$129.46 - $137.85 $47.8K - $50.9K
5.27K $726K
WMB
Williams Companies, Inc.

Energy
826
+ 1.48%
$56.52 - $64.01 $46.7K - $52.9K
56.6K $3.58M
COF
Capital One Financial Corp

Financial Services
362
+ 7.57%
$207.29 - $229.74 $75K - $83.2K
5.14K $1.09M
KR
Kroger CO

Consumer Defensive
1.67K
+ 19.84%
$64.52 - $74.35 $108K - $124K
10.1K $680K
VNQ
Vanguard Specialized Funds Van

ETFs
158
+ 0.64%
$88.47 - $93.24 $14K - $14.7K
24.7K $2.25M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
94
+ 7.6%
$435.72 - $463.74 $41K - $43.6K
1.33K $617K
CRWD
Crowd Strike Holdings, Inc.

Technology
172
+ 24.19%
$412.46 - $514.1 $70.9K - $88.4K
883 $433K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.2K
+ 2.55%
$12.9 - $13.59 $28.4K - $29.9K
88.4K $1.19M
SUB
Ishares Short Term National Mu

ETFs
555
+ 8.33%
$106.17 - $107.3 $58.9K - $59.6K
7.21K $770K
BALT
Innovator Etfs Tr
1.07K
+ 3.11%
$32.11 - $32.82 $34.3K - $35K
35.4K $1.16M
VBR
Vanguard Small Cap Value ETF

ETFs
83
+ 2.82%
$195.41 - $212.37 $16.2K - $17.6K
3.03K $632K
INTU
Intuit Inc

Technology
128
+ 45.39%
$646.03 - $807.39 $82.7K - $103K
410 $279K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
484
+ 14.97%
$87.05 - $93.19 $42.1K - $45.1K
3.72K $345K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.49K
+ 2.26%
$25.83 - $26.47 $38.4K - $39.3K
67.2K $1.77M
D
Dominion Energy, Inc

Utilities
566
+ 13.28%
$56.32 - $62.1 $31.9K - $35.1K
4.83K $295K
CEG
Constellation Energy Corp

Utilities
137
+ 11.82%
$298.82 - $354.89 $40.9K - $48.6K
1.3K $426K
VOE
Vanguard Mid Cap Value Index F

ETFs
130
+ 5.12%
$164.63 - $174.58 $21.4K - $22.7K
2.67K $466K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.85K
+ 12.8%
$25.0 - $25.33 $46.2K - $46.8K
16.3K $411K
MRK
Merck & Co., Inc.

Healthcare
127
+ 1.63%
$77.6 - $87.37 $9.86K - $11.1K
7.93K $665K
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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