Continuum Advisory, LLC Incresed Positions in Q2 2025

Continuum Advisory, LLC

  • $773 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
1
+ 0.01%
$35.9 - $43.76 $35.9 - $43.8
6.94K $299K
D
Dominion Energy, Inc

Utilities
395
+ 10.21%
$49.66 - $58.0 $19.6K - $22.9K
4.26K $240K
FISV
Fiserv Inc

Technology
185
+ 16.94%
N/A
1.28K $159K
SRE
Sempra Energy

Utilities
101
+ 2.81%
$63.78 - $78.91 $6.44K - $7.97K
3.69K $279K
BOND
Pimco Active Bond Exchange Tra

ETFs
257
+ 2.22%
$89.87 - $92.93 $23.1K - $23.9K
11.8K $1.09M
DNN
Denison Mines Corp.

Energy
734
+ 2.2%
$1.15 - $1.86 $844 - $1.37K
34.1K $62K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
339
+ 1.32%
$22.43 - $23.23 $7.6K - $7.87K
25.9K $602K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
138
+ 2.92%
$102.02 - $103.5 $14.1K - $14.3K
4.86K $499K
HL
Hecla Mining CO

Basic Materials
652
+ 5.63%
$4.54 - $6.45 $2.96K - $4.21K
12.2K $73K
SUB
Ishares Short Term National Mu

ETFs
37
+ 0.56%
$104.77 - $106.34 $3.88K - $3.93K
6.66K $708K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
12
+ 0.53%
$110.2 - $126.21 $1.32K - $1.51K
2.27K $284K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
66
+ 2.9%
$85.42 - $94.39 $5.64K - $6.23K
2.34K $220K
VNQ
Vanguard Specialized Funds Van

ETFs
447
+ 1.86%
$79.79 - $91.42 $35.7K - $40.9K
24.5K $2.18M
NI
Nisource Inc.

Utilities
48
+ 0.92%
$37.11 - $40.64 $1.78K - $1.95K
5.28K $213K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
102
+ 0.96%
$39.34 - $40.41 $4.01K - $4.12K
10.8K $431K
MET
Metlife Inc

Financial Services
16
+ 0.41%
$68.42 - $82.49 $1.09K - $1.32K
3.91K $314K
FE
Firstenergy Corp

Utilities
60
+ 1.11%
$38.31 - $43.17 $2.3K - $2.59K
5.45K $219K
Linde PLC
157
+ 6.66%
N/A
2.52K $0
Innovator Etfs Trust
1.3K
+ 4.52%
N/A
30K $0
Ishares Bitcoin Trust ETF
3.09K
+ 53.09%
N/A
8.91K $0
Ge Vernova Inc
28
+ 4.41%
N/A
663 $0
Innovator Etfs Trust
7.21K
+ 369.68%
N/A
9.15K $0
CGMS
Capital Grp Core Plus Income E
1.37K
+ 9.17%
N/A
16.3K $0
Innovator Etfs Trust
11.1K
+ 144.8%
N/A
18.7K $0
Pimco ETF Tr
159K
+ 25.93%
N/A
773K $0
Flagstar Financial Inc
19.7K
+ 31.42%
N/A
82.3K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
13.8K
+ 1728.88%
N/A
14.6K $0
Capital Group Dividend Growe
622
+ 5.15%
N/A
12.7K $0
Capital Grp Fixed Incm ETF T
78.7K
+ 11.84%
N/A
743K $0
Tempus Ai Inc
16.6K
+ 2056.38%
N/A
17.4K $0
Capital Group Core Balanced
4.53K
+ 23.0%
N/A
24.2K $0
Annaly Capital Management In
13.2K
+ 52.48%
N/A
38.5K $0
PSEP
Innovator U.S. Equity Power Bu
2.13K
+ 9.04%
N/A
25.6K $0
CMS
Cms Energy Corp

Utilities
144
+ 3.63%
$68.57 - $75.51 $9.87K - $10.9K
4.12K $285K
ALL
Allstate Corp

Financial Services
5
+ 0.18%
$180.53 - $212.64 $903 - $1.06K
2.78K $560K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
200
+ 0.31%
$25.57 - $26.34 $5.11K - $5.27K
65.7K $1.71M
AEP
American Electric Power CO Inc

Utilities
22
+ 0.55%
$98.59 - $109.11 $2.17K - $2.4K
4K $414K
VZ
Verizon Communications Inc

Communication Services
1.05K
+ 3.12%
$41.67 - $45.62 $43.6K - $47.7K
34.6K $1.5M
COP
Conocophillips

Energy
77
+ 3.52%
$82.66 - $106.1 $6.36K - $8.17K
2.26K $202K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
74
+ 4.44%
$421.16 - $509.5 $31.2K - $37.7K
1.74K $774K
EOG
Eog Resources Inc

Energy
188
+ 2.81%
$104.61 - $129.97 $19.7K - $24.4K
6.89K $823K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
14
+ 0.05%
$90.85 - $102.31 $1.27K - $1.43K
26K $2.62M
WTRG
Essential Utilities, Inc.

Utilities
53
+ 0.31%
$36.92 - $41.39 $1.96K - $2.19K
17.4K $645K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
232
+ 0.27%
$12.21 - $13.9 $2.83K - $3.22K
86.2K $1.12M
REZ
Ishares Tr Residential And Mul

ETFs
348
+ 1.39%
$76.14 - $86.35 $26.5K - $30K
25.4K $2.09M
MRK
Merck & Co., Inc.

Healthcare
62
+ 0.8%
$73.47 - $87.12 $4.56K - $5.4K
7.8K $617K
TMO
Thermo Fisher Scientific Inc.

Healthcare
182
+ 8.9%
$390.26 - $489.06 $71K - $89K
2.23K $903K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.03K
+ 3.39%
$24.32 - $27.87 $220K - $252K
275K $7.3M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
46
+ 0.08%
$45.07 - $52.57 $2.07K - $2.42K
54.4K $2.66M
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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