Continuum Advisory, LLC Incresed Positions in Q3 2025

Continuum Advisory, LLC

  • $851 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
572
+ 10.82%
$50.32 - $54.01 $28.8K - $30.9K
5.86K $316K
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.49K
+ 4.34%
$29.12 - $29.34 $43.3K - $43.6K
35.8K $1.05M
IXN
Ishares Global Information Tec

ETFs
10
+ 0.24%
$91.28 - $103.32 $913 - $1.03K
4.12K $424K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
697
+ 2.71%
$49.78 - $50.75 $34.7K - $35.4K
26.4K $1.34M
CACI
Caci International Inc

Technology
99
+ 2.22%
N/A
4.55K $1.95M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.39K
+ 5.35%
$22.89 - $23.7 $31.8K - $32.9K
27.3K $643K
IWD
Ishares Russell 1000 Val ETF

ETFs
23
+ 0.58%
$192.76 - $203.86 $4.43K - $4.69K
3.96K $805K
SCHA
Schwab Strategic Tr Us Small C

ETFs
141
+ 1.0%
$25.29 - $28.33 $3.57K - $3.99K
14.2K $395K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
636
+ 4.3%
$59.81 - $60.11 $38K - $38.2K
15.4K $924K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
389
+ 5.9%
$55.15 - $58.11 $21.5K - $22.6K
6.98K $401K
RF
Regions Financial Corp

Financial Services
390
+ 4.48%
$24.03 - $27.41 $9.37K - $10.7K
9.09K $239K
SLGN
Silgan Holdings Inc

Consumer Cyclical
3.51K
+ 33.69%
$41.5 - $56.76 $145K - $199K
13.9K $598K
XLF
Financial Sector Spdr

ETFs
422
+ 5.93%
$51.37 - $54.25 $21.7K - $22.9K
7.54K $406K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
329
+ 14.04%
$92.18 - $95.14 $30.3K - $31.3K
2.67K $254K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
638
+ 1.88%
$18.82 - $19.8 $12K - $12.6K
34.6K $672K
AFL
Aflac Inc

Financial Services
157
+ 6.98%
$98.09 - $111.7 $15.4K - $17.5K
2.41K $268K
TXN
Texas Instruments Inc

Technology
161
+ 9.78%
N/A
1.81K $351K
MBB
Ishares Tr

ETFs
289
+ 8.61%
$92.46 - $95.73 $26.7K - $27.7K
3.65K $346K
APAM
Artisan Partners Asset Management Inc.

Financial Services
993
+ 6.88%
$43.4 - $48.34 $43.1K - $48K
15.4K $669K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
566
+ 14.37%
$50.82 - $51.09 $28.8K - $28.9K
4.51K $230K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
486
+ 1.39%
$28.95 - $29.73 $14.1K - $14.4K
35.5K $1.06M
CB
Chubb LTD

Financial Services
125
+ 14.12%
$265.99 - $289.59 $33.2K - $36.2K
1.01K $285K
ADP
Automatic Data Processing Inc

Industrials
151
+ 12.46%
$288.69 - $310.94 $43.6K - $47K
1.36K $400K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
484
+ 2.55%
$50.53 - $50.82 $24.5K - $24.6K
19.5K $987K
GILD
Gilead Sciences, Inc.

Healthcare
209
+ 4.24%
$108.22 - $120.47 $22.6K - $25.2K
5.14K $570K
PAYX
Paychex Inc

Industrials
731
+ 19.19%
$126.69 - $147.99 $92.6K - $108K
4.54K $575K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
192
+ 3.45%
$47.56 - $49.7 $9.13K - $9.54K
5.75K $284K
HYDB
Ishares Tr Edge High Yield Def

ETFs
31
+ 0.09%
$47.03 - $47.97 $1.46K - $1.49K
34.9K $1.67M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
215
+ 2.29%
$46.67 - $49.54 $10K - $10.7K
9.61K $467K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
10
+ 0.44%
$121.99 - $134.19 $1.22K - $1.34K
2.28K $296K
EPD
Enterprise Products Partners L.P.

Energy
295
+ 3.85%
$30.74 - $32.14 $9.07K - $9.48K
7.95K $248K
IRM
Iron Mountain Inc

Real Estate
104
+ 5.27%
$89.46 - $104.46 $9.3K - $10.9K
2.08K $211K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
65
+ 1.21%
$37.98 - $39.81 $2.47K - $2.59K
5.46K $211K
Capital Group Core Balanced
20.8K
+ 85.8%
N/A
45K $0
Capital Group Dividend Growe
1.77K
+ 13.95%
N/A
14.5K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
976
+ 4.59%
N/A
22.2K $0
CGSD
Capital Grp Core Plus Income E
1.25K
+ 5.91%
N/A
22.4K $0
Capital Grp Fixed Incm ETF T
170K
+ 22.89%
N/A
913K $0
CGMS
Capital Grp Core Plus Income E
3.94K
+ 24.11%
N/A
20.3K $0
Ishares Bitcoin Trust ETF
985
+ 11.06%
N/A
9.89K $0
Pimco ETF Tr
153K
+ 19.83%
N/A
926K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
126
+ 0.86%
N/A
14.8K $0
Linde PLC
719
+ 28.58%
N/A
3.24K $0
PSEP
Innovator U.S. Equity Power Bu
1.79K
+ 7.0%
N/A
27.4K $0
Ge Vernova Inc
111
+ 16.74%
N/A
774 $0
Tempus Ai Inc
1.28K
+ 7.34%
N/A
18.7K $0
Flagstar Financial Inc
2.52K
+ 3.07%
N/A
84.8K $0
CMCSA
Comcast Corp

Communication Services
17.1K
+ 12.76%
$31.41 - $36.33 $537K - $621K
151K $4.75M
PGR
Progressive Corp

Financial Services
78
+ 2.81%
$238.61 - $264.3 $18.6K - $20.6K
2.86K $705K
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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