Continuum Advisory, LLC Incresed Positions in Q1 2025

Continuum Advisory, LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BTG
B2 Gold Corp

Basic Materials
11K
+ 99.55%
$2.3 - $3.3 $25.3K - $36.3K
22.1K $62K
EAT
Brinker International, Inc

Consumer Cyclical
240
+ 1714.29%
$133.46 - $189.14 $32K - $45.4K
254 $37K
SHEL
Shell PLC

Energy
438
+ 133.13%
$62.84 - $73.29 $27.5K - $32.1K
767 $56K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
547
+ 5.36%
$42.18 - $45.16 $23.1K - $24.7K
10.7K $475K
CI
Cigna Corp

Healthcare
64
+ 23.7%
$274.49 - $329.0 $17.6K - $21.1K
334 $109K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
677
+ 28.17%
$45.92 - $47.58 $31.1K - $32.2K
3.08K $146K
CCI
Crown Castle International Corp

Real Estate
305
+ 154.04%
$84.33 - $106.39 $25.7K - $32.4K
503 $52K
XLV
Select Sector Spdr Fund Health

ETFs
176
+ 16.67%
$137.61 - $149.68 $24.2K - $26.3K
1.23K $179K
FNF
Fidelity National Financial, Inc.

Financial Services
86
+ 2.75%
$54.25 - $65.27 $4.67K - $5.61K
3.21K $209K
TGT
Target Corp

Consumer Defensive
373
+ 202.72%
$103.65 - $142.5 $38.7K - $53.2K
557 $58K
EGO
Eldorado Gold Corp

Basic Materials
1.95K
+ 335.34%
$13.41 - $16.82 $26.1K - $32.7K
2.53K $42K
AMAT
Applied Materials Inc

Technology
372
+ 29.95%
$145.06 - $195.51 $54K - $72.7K
1.61K $234K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.3K
+ 10.27%
$30.73 - $32.26 $40.1K - $42.1K
14K $430K
CRWD
Crowd Strike Holdings, Inc.

Technology
66
+ 9.19%
$308.86 - $455.36 $20.4K - $30.1K
784 $276K
AOR
Ishares Tr Core Growth Allocat

ETFs
536
+ 85.9%
$56.63 - $59.39 $30.4K - $31.8K
1.16K $66K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
603
+ 10.12%
$49.78 - $53.19 $30K - $32.1K
6.56K $335K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
304
+ 87.36%
$108.02 - $120.45 $32.8K - $36.6K
652 $71K
DGX
Quest Diagnostics Inc

Healthcare
222
+ 11100.0%
N/A
224 $30K
GOLD
Barrick Gold Corp

Basic Materials
1.32K
+ 117.73%
$15.45 - $19.56 $20.3K - $25.7K
2.43K $47K
HLN
Haleon PLC

Healthcare
2.87K
+ 152.42%
$9.02 - $10.67 $25.9K - $30.6K
4.75K $48K
MBB
Ishares Tr

ETFs
233
+ 6.62%
$90.37 - $94.08 $21.1K - $21.9K
3.76K $352K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
162
+ 2.32%
$126.11 - $135.06 $20.4K - $21.9K
7.15K $921K
XLRE
Select Sector Spdr Tr Real Est

ETFs
672
+ 76.45%
$39.18 - $43.52 $26.3K - $29.2K
1.55K $64K
XLC
Select Sector Spdr Tr Communic

ETFs
296
+ 34.14%
$94.84 - $105.31 $28.1K - $31.2K
1.16K $112K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
536
+ 11.55%
$49.22 - $51.73 $26.4K - $27.7K
5.18K $261K
CL
Colgate Palmolive CO

Consumer Defensive
278
+ 31.13%
$85.68 - $97.5 $23.8K - $27.1K
1.17K $109K
ARCC
Ares Capital Corp

Financial Services
1.24K
+ 320.67%
$21.28 - $23.81 $26.4K - $29.5K
1.63K $36K
EQX
Equinox Gold Corp.

Basic Materials
2.62K
+ 53.25%
$5.09 - $7.16 $13.3K - $18.8K
7.54K $51K
NTRS
Northern Trust Corp

Financial Services
267
+ 5340.0%
$96.09 - $113.81 $25.7K - $30.4K
272 $26K
FCX
Freeport Mcmoran Inc

Basic Materials
693
+ 92.28%
$34.5 - $43.01 $23.9K - $29.8K
1.44K $54K
INTC
Intel Corp

Technology
53
+ 0.59%
$19.1 - $27.39 $1.01K - $1.45K
9.07K $206K
SPG
Simon Property Group Inc

Real Estate
156
+ 421.62%
$159.48 - $187.78 $24.9K - $29.3K
193 $32K
PSA
Public Storage

Real Estate
84
+ 15.22%
$288.99 - $313.98 $24.3K - $26.4K
636 $190K
PHYS
Sprott Physical Gold Trust

Financial Services
912
+ 162.86%
$20.25 - $24.06 $18.5K - $21.9K
1.47K $35K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
403
+ 775.0%
$55.41 - $60.74 $22.3K - $24.5K
455 $25K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
602
+ 82.47%
$30.38 - $34.94 $18.3K - $21K
1.33K $45K
AEM
Agnico Eagle Mines LTD

Basic Materials
127
+ 47.04%
$79.66 - $108.41 $10.1K - $13.8K
397 $43K
VLO
Valero Energy Corp

Energy
86
+ 7.57%
$121.76 - $142.99 $10.5K - $12.3K
1.22K $161K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
211
+ 7.58%
$100.32 - $100.76 $21.2K - $21.3K
3K $301K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
193
+ 6.54%
$65.44 - $70.64 $12.6K - $13.6K
3.15K $214K
BMAR
Innovator U.S. Equity Buffer E

ETFs
518
+ 9.85%
$44.99 - $47.69 $23.3K - $24.7K
5.78K $263K
CB
Chubb LTD

Financial Services
60
+ 59.41%
$257.71 - $301.99 $15.5K - $18.1K
161 $48K
LHX
L3 Harris Technologies, Inc.

Industrials
107
+ 8.94%
$194.65 - $222.86 $20.8K - $23.8K
1.3K $272K
MTB
M&T Bank Corp

Financial Services
107
+ 382.14%
$170.47 - $201.98 $18.2K - $21.6K
135 $24K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
126
+ 213.56%
$80.53 - $147.57 $10.1K - $18.6K
185 $24K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
30
+ 0.14%
$81.83 - $82.73 $2.45K - $2.48K
20.9K $1.73M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
10
+ 0.33%
$75.32 - $84.77 $753 - $848
3.03K $247K
EXC
Exelon Corp

Utilities
189
+ 18.0%
$37.3 - $46.08 $7.05K - $8.71K
1.24K $57K
VCIT
Vanguard Intermediate Term Cor

ETFs
160
+ 4.79%
$79.17 - $82.04 $12.7K - $13.1K
3.5K $286K
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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