Continuum Advisory, LLC Incresed Positions in Q1 2025

Continuum Advisory, LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMG
Affiliated Managers Group, Inc.

Financial Services
44
+ 366.67%
$154.65 - $189.71 $6.8K - $8.35K
56 $9K
TSCO
Tractor Supply CO

Consumer Cyclical
90
+ 37.5%
$51.66 - $57.94 $4.65K - $5.21K
330 $18K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
260
+ 10.38%
$89.18 - $104.04 $23.2K - $27.1K
2.76K $252K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
328
+ 32.8%
N/A
1.33K $25K
IWB
Ishares Tr Russell 1000 ETF

ETFs
21
+ 161.54%
$302.31 - $337.54 $6.35K - $7.09K
34 $10K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
412
+ 7.25%
$48.06 - $53.73 $19.8K - $22.1K
6.09K $297K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
79
+ 192.68%
$67.08 - $76.14 $5.3K - $6.02K
120 $8K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
68
+ 12.81%
N/A
599 $51K
DHR
Danaher Corp

Healthcare
39
+ 33.05%
$201.62 - $250.59 $7.86K - $9.77K
157 $32K
KGC
Kinross Gold Corp

Basic Materials
298
+ 143.27%
$9.69 - $12.61 $2.89K - $3.76K
506 $6K
TDC
Teradata Corp

Technology
268
+ 237.17%
$21.95 - $32.78 $5.88K - $8.79K
381 $8K
ZS
Zscaler, Inc.

Technology
3
+ 1.04%
$181.66 - $216.87 $545 - $651
292 $57K
JCI
Johnson Controls International PLC

Industrials
52
+ 5.51%
$76.12 - $90.6 $3.96K - $4.71K
996 $79K
MOD
Modine Manufacturing CO

Consumer Cyclical
58
+ 644.44%
$76.06 - $142.68 $4.41K - $8.28K
67 $5K
TOL
Toll Brothers, Inc.

Consumer Cyclical
38
+ 165.22%
$103.02 - $140.69 $3.91K - $5.35K
61 $6K
WMG
Warner Music Group Corp.

Communication Services
145
+ 146.46%
$29.3 - $36.3 $4.25K - $5.26K
244 $7K
HAL
Halliburton CO

Energy
252
+ 16.77%
$24.15 - $29.9 $6.09K - $7.53K
1.76K $44K
NCR
Ncr Corp

Technology
268
+ 705.26%
N/A
306 $4K
MATX
Matson, Inc.

Industrials
30
+ 166.67%
$127.06 - $149.06 $3.81K - $4.47K
48 $6K
FNDE
Schwab Fundamental Emerging Mk

ETFs
8
+ 0.32%
$28.11 - $32.0 $225 - $256
2.53K $77K
PHM
Pultegroup Inc

Consumer Cyclical
57
+ 11.33%
$101.09 - $118.51 $5.76K - $6.76K
560 $57K
VGSH
Vanguard

ETFs
31
+ 4.51%
$58.07 - $58.69 $1.8K - $1.82K
718 $42K
HYDB
Ishares Tr Edge High Yield Def

ETFs
2
+ 0.01%
$46.82 - $47.8 $93.6 - $95.6
35.1K $1.65M
EQNR
Equinor Asa

Energy
95
+ 113.1%
$22.37 - $26.45 $2.13K - $2.51K
179 $4K
SJNK
Spdr Bloomberg Short Term High

ETFs
106
+ 29.78%
$25.08 - $25.64 $2.66K - $2.72K
462 $11K
RSG
Republic Services, Inc.

Industrials
8
+ 36.36%
$200.09 - $242.16 $1.6K - $1.94K
30 $7K
FN
Fabrinet

Technology
16
+ 266.67%
$183.66 - $267.24 $2.94K - $4.28K
22 $4K
GS
Goldman Sachs Group Inc

Financial Services
20
+ 6.71%
$524.81 - $672.19 $10.5K - $13.4K
318 $173K
LUV
Southwest Airlines CO

Industrials
100
+ 104.17%
$28.18 - $34.84 $2.82K - $3.48K
196 $6K
OPCH
Option Care Health, Inc.

Healthcare
71
+ 208.82%
$22.7 - $35.2 $1.61K - $2.5K
105 $3K
ONON
On Holding Ag

Consumer Cyclical
63
+ 630.0%
$43.92 - $63.62 $2.77K - $4.01K
73 $3K
MFC
Manulife Financial Corp

Financial Services
64
+ 3.1%
$28.41 - $31.82 $1.82K - $2.04K
2.13K $66K
TRNO
Terreno Realty Corp

Real Estate
54
+ 145.95%
$57.4 - $68.5 $3.1K - $3.7K
91 $5K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
470
+ 39.23%
$7.06 - $9.39 $3.32K - $4.41K
1.67K $12K
CDE
Coeur Mining, Inc.

Basic Materials
209
+ 65.31%
$5.02 - $7.29 $1.05K - $1.52K
529 $3K
GMED
Globus Medical Inc

Healthcare
25
+ 69.44%
$69.68 - $93.32 $1.74K - $2.33K
61 $4K
PCAR
Paccar Inc

Industrials
27
+ 35.06%
$96.91 - $112.51 $2.62K - $3.04K
104 $10K
USO
United States Oil Fund, LP

ETFs
16
+ 17.98%
$70.89 - $84.34 $1.13K - $1.35K
105 $8K
PIPR
Piper Sandler Companies

Financial Services
6
+ 200.0%
$244.29 - $323.68 $1.47K - $1.94K
9 $2K
CTRA
Coterra Energy Inc.

Energy
66
+ 600.0%
$25.51 - $29.83 $1.68K - $1.97K
77 $2K
CNQ
Canadian Natural Resources LTD

Energy
55
+ 6.18%
$26.72 - $32.74 $1.47K - $1.8K
945 $29K
INTU
Intuit Inc

Technology
8
+ 4.37%
$555.63 - $630.23 $4.45K - $5.04K
191 $117K
APPF
Appfolio Inc

Technology
11
+ 122.22%
$206.66 - $260.64 $2.27K - $2.87K
20 $4K
LRN
Stride, Inc.

Consumer Defensive
6
+ 14.29%
$106.34 - $142.28 $638 - $854
48 $6K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
28
+ 38.89%
$95.53 - $112.45 $2.67K - $3.15K
100 $9K
FDD
First Trust Stoxx European Sel

ETFs
5
+ 0.59%
$11.08 - $13.94 $55.4 - $69.7
850 $11K
CBOE
Cboe Global Markets, Inc.

Financial Services
4
+ 14.29%
$190.84 - $226.29 $763 - $905
32 $7K
MNST
Monster Beverage Corp

Consumer Defensive
16
+ 12.12%
$46.16 - $58.58 $739 - $937
148 $8K
NET
Cloudflare, Inc.

Technology
15
+ 93.75%
$110.71 - $176.5 $1.66K - $2.65K
31 $3K
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
Track This Portfolio

Track Continuum Advisory, LLC Portfolio

Follow Continuum Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Continuum Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email