Continuum Advisory, LLC Incresed Positions in Q1 2025

Continuum Advisory, LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
2.02K
+ 3.23%
$84.5 - $105.05 $171K - $212K
64.6K $5.67M
SPTL
Spdr Portfolio Long Term Treas

ETFs
620
+ 269.57%
$25.54 - $27.64 $15.8K - $17.1K
850 $23K
COP
Conocophillips

Energy
40
+ 1.86%
$88.6 - $105.85 $3.54K - $4.23K
2.19K $229K
SYK
Stryker Corp

Healthcare
29
+ 5.77%
$355.18 - $399.9 $10.3K - $11.6K
532 $198K
UNP
Union Pacific Corp

Industrials
53
+ 10.08%
$225.21 - $254.42 $11.9K - $13.5K
579 $136K
HON
Honeywell International Inc

Industrials
116
+ 22.31%
$202.75 - $226.52 $23.5K - $26.3K
636 $134K
VDE
Vanguard Energy ETF

ETFs
57
+ 5.15%
$119.14 - $132.76 $6.79K - $7.57K
1.16K $150K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
193
+ 2.06%
$18.36 - $20.51 $3.54K - $3.96K
9.58K $189K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
238
+ 6.52%
$39.65 - $43.35 $9.44K - $10.3K
3.89K $163K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
159
+ 5.48%
$34.34 - $38.51 $5.46K - $6.12K
3.06K $117K
PSX
Phillips 66

Energy
32
+ 3.0%
$113.93 - $131.55 $3.65K - $4.21K
1.1K $135K
L
Loews Corp

Financial Services
152
+ 3040.0%
$81.13 - $91.91 $12.3K - $14K
157 $14K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
182
+ 568.75%
$69.87 - $75.62 $12.7K - $13.8K
214 $15K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
597
+ 537.84%
$20.2 - $22.24 $12.1K - $13.3K
708 $15K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
170
+ 1.52%
$27.64 - $28.58 $4.7K - $4.86K
11.4K $324K
BR
Broadridge Financial Solutions, Inc.

Technology
46
+ 48.42%
$221.46 - $244.83 $10.2K - $11.3K
141 $34K
ING
Ing Groep Nv

Financial Services
411
+ 34.48%
$15.51 - $20.74 $6.37K - $8.52K
1.6K $31K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
50
+ 0.17%
$91.45 - $91.75 $4.57K - $4.59K
29.4K $2.69M
PRF
Invesco Exchange Traded Fd Tr

ETFs
321
+ 50.08%
$39.4 - $42.61 $12.6K - $13.7K
962 $38K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
154
+ 41.18%
$91.76 - $103.26 $14.1K - $15.9K
528 $48K
VOT
Vanguard Mid Cap Growth Index

ETFs
115
+ 6.71%
$237.72 - $276.98 $27.3K - $31.9K
1.83K $447K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
237
+ 364.62%
$50.82 - $52.7 $12K - $12.5K
302 $15K
MMM
3 M CO

Industrials
63
+ 47.73%
$129.7 - $155.12 $8.17K - $9.77K
195 $28K
HWM
Howmet Aerospace Inc.

Industrials
41
+ 15.77%
$110.79 - $139.39 $4.54K - $5.71K
301 $39K
VOD
Vodafone Group Public LTD CO

Communication Services
974
+ 75.5%
$8.05 - $9.86 $7.84K - $9.6K
2.26K $21K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
305
+ 709.3%
$33.63 - $37.64 $10.3K - $11.5K
348 $12K
GRMN
Garmin LTD

Technology
50
+ 125.0%
$204.55 - $241.93 $10.2K - $12.1K
90 $19K
PJAN
Innovator U.S. Equity Power Bu

ETFs
912
+ 2.7%
$41.09 - $43.24 $37.5K - $39.4K
34.6K $1.44M
CLOI
Vaneck ETF Tr

ETFs
171
+ 6.95%
$52.68 - $53.16 $9.01K - $9.09K
2.63K $139K
VRT
Vertiv Holdings CO

Industrials
118
+ 7.79%
N/A
1.63K $141K
ABNB
Airbnb, Inc.

Consumer Cyclical
197
+ 16.62%
$119.38 - $161.42 $23.5K - $31.8K
1.38K $165K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
103
+ 10.92%
$93.32 - $95.35 $9.61K - $9.82K
1.05K $97K
BOCT
Innovator U.S. Equity Buffer E

ETFs
264
+ 12.69%
$41.53 - $44.57 $11K - $11.8K
2.34K $98K
IGE
Ishares Tr North Amern Nat Res

ETFs
152
+ 16.14%
$42.6 - $46.27 $6.48K - $7.03K
1.09K $49K
TFLO
Ishares Treasury Floating Rate

ETFs
183
+ 70.93%
$50.48 - $50.68 $9.24K - $9.27K
441 $22K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
252
+ 47.19%
$24.39 - $35.22 $6.15K - $8.88K
786 $23K
ROL
Rollins Inc

Consumer Cyclical
157
+ 1121.43%
$45.65 - $54.03 $7.17K - $8.48K
171 $9K
HES
Hess Corp

Energy
30
+ 33.71%
$135.42 - $160.52 $4.06K - $4.82K
119 $19K
MCHI
Ishares Msci China ETF

ETFs
100
+ 36.63%
$43.71 - $58.65 $4.37K - $5.87K
373 $20K
FIW
First Trust Water ETF

ETFs
95
+ 8.76%
$99.48 - $106.74 $9.45K - $10.1K
1.18K $118K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
157
+ 4.98%
$30.35 - $33.16 $4.76K - $5.21K
3.31K $105K
SHW
Sherwin Williams CO

Basic Materials
16
+ 15.24%
$330.16 - $365.55 $5.28K - $5.85K
121 $42K
JPEM
Jp Morgan Diversified Return

ETFs
98
+ 6.05%
$50.81 - $54.04 $4.98K - $5.3K
1.72K $90K
DD
Du Pont De Nemours, Inc.

Basic Materials
131
+ 7.47%
$72.7 - $84.32 $9.52K - $11K
1.88K $140K
EWY
Ishares Inc Msci South Korea E

ETFs
124
+ 1240.0%
$51.16 - $58.46 $6.34K - $7.25K
134 $7K
CDW
Cdw Corp

Technology
62
+ 27.68%
$160.26 - $206.13 $9.94K - $12.8K
286 $45K
ADI
Analog Devices Inc

Technology
57
+ 14.77%
$201.56 - $243.82 $11.5K - $13.9K
443 $89K
ITA
Ishares Tr

ETFs
46
+ 200.0%
$144.84 - $159.5 $6.66K - $7.34K
69 $10K
X
United States Steel Corp

Basic Materials
128
+ 43.1%
$30.47 - $43.0 $3.9K - $5.5K
425 $17K
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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