Continuum Advisory, LLC Incresed Positions in Q1 2025

Continuum Advisory, LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CUBE
Cube Smart

Real Estate
4
+ 15.38%
$40.23 - $43.23 $161 - $173
30 $1K
CRDO
Credo Technology Group Holding LTD

Technology
22
+ 70.97%
$39.45 - $85.5 $868 - $1.88K
53 $2K
FIX
Comfort Systems Usa Inc

Industrials
1
+ 14.29%
$313.26 - $550.27 $313 - $550
8 $2K
CELH
Celsius Holdings, Inc.

Consumer Defensive
9
+ 52.94%
$21.28 - $35.62 $192 - $321
26 $0
Celestica Inc
57
+ 183.87%
N/A
88 $0
AVUS
American Centy ETF Tr Avantis

ETFs
4
+ 17.39%
$90.7 - $101.57 $363 - $406
27 $2K
SVM
Silvercorp Metals Inc

Basic Materials
20
+ 4.76%
$2.94 - $4.19 $58.8 - $83.8
440 $1K
AVGE
American Centy ETF Tr Avantis
43
+ 26.38%
N/A
206 $0
Solventum Corp
25
+ 34.72%
N/A
97 $0
WASH
Washington Trust Bancorp Inc

Financial Services
10
+ 14.29%
$29.16 - $33.96 $292 - $340
80 $2K
Sila Realty Trust Inc
1.25K
+ 29.29%
N/A
5.52K $0
Kenvue Inc
1.86K
+ 2071.11%
N/A
1.95K $0
WTS
Watts Water Technologies Inc

Industrials
1
+ 5.88%
$195.28 - $224.67 $195 - $225
18 $3K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1
+ 0.9%
N/A
112 $4K
AMH
American Homes 4 Rent

Real Estate
1
+ 2.0%
$34.43 - $37.81 $34.4 - $37.8
51 $1K
Annaly Capital Management In
886
+ 3.64%
N/A
25.2K $0
Capital Grp Fixed Incm ETF T
526K
+ 380.58%
N/A
664K $0
CGSD
Capital Grp Core Plus Income E
7.61K
+ 51.38%
N/A
22.4K $0
Capital Group Core Balanced
9.69K
+ 96.83%
N/A
19.7K $0
VRSK
Verisk Analytics, Inc.

Industrials
2
+ 25.0%
$268.63 - $301.33 $537 - $603
10 $2K
Brookfield Asset Managmt LTD
55
+ 4.53%
N/A
1.27K $0
BSTZ
Black Rock Science & Technology Trust Ii

N/A
5
+ 5.43%
$17.74 - $22.07 $88.7 - $110
97 $1K
Blackrock ETF Trust Ii
84
+ 2.85%
N/A
3.03K $0
XAIR
Beyond Air, Inc.

Healthcare
265
+ 23.94%
$0.24 - $0.45 $63.6 - $119
1.37K $0
VRRM
Verra Mobility Corp

Industrials
1
+ 1.56%
$19.76 - $26.87 $19.8 - $26.9
65 $1K
AIZ
Assurant, Inc.

Financial Services
2
+ 28.57%
$198.92 - $218.67 $398 - $437
9 $1K
CGMS
Capital Grp Core Plus Income E
1.6K
+ 11.95%
N/A
15K $0
JGRO
J P Morgan Exchange Traded Fd
587
+ 51.45%
N/A
1.73K $0
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
3
+ 20.0%
$109.48 - $136.56 $328 - $410
18 $1K
Integra Res Corp
2.47K
+ 52.67%
N/A
7.15K $0
INTA
Intapp, Inc.

Technology
8
+ 47.06%
$57.21 - $74.1 $458 - $593
25 $1K
Innovator Etfs Trust
2.38K
+ 78.53%
N/A
5.4K $0
PDEC
Innovator U.S. Equity Power Bu
3.07K
+ 17.04%
N/A
21.1K $0
Innovator Etfs Trust
416
+ 128.0%
N/A
741 $0
UPST
Upstart Holdings, Inc.

Financial Services
7
+ 14.89%
$46.03 - $88.77 $322 - $621
54 $2K
RUN
Sunrun Inc.

Technology
41
+ 93.18%
$5.86 - $11.37 $240 - $466
85 $0
MUSA
Murphy Usa Inc.

Consumer Cyclical
1
+ 5.88%
$435.02 - $515.95 $435 - $516
18 $8K
NDAQ
Nasdaq, Inc.

Financial Services
4
+ 21.05%
$72.17 - $83.76 $289 - $335
23 $1K
IDYA
Ideaya Biosciences, Inc.

Healthcare
1
+ 1.47%
$16.38 - $26.0 $16.4 - $26
69 $1K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
4
+ 0.61%
$19.7 - $20.61 $78.8 - $82.4
661 $13K
RYH
Invesco S&P 500 Equal Weight H

ETFs
2
+ 0.26%
N/A
757 $0
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 22.22%
$313.1 - $349.83 $626 - $700
11 $3K
DWAC
Digital World Acquisition Corp.

Financial Services
50
+ 3.64%
N/A
1.42K $0
Two Hbrs Invt Corp
147
+ 71.01%
N/A
354 $0
Thomson Reuters Corp
7
+ 1.22%
N/A
579 $0
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10
+ 0.37%
$54.25 - $57.64 $543 - $576
2.69K $148K
LSTR
Landstar System Inc

Industrials
5
+ 9.8%
$146.63 - $177.82 $733 - $889
56 $8K
EL
Estee Lauder Companies Inc

Consumer Defensive
13
+ 23.21%
$64.26 - $85.48 $835 - $1.11K
69 $4K
LII
Lennox International Inc

Industrials
1
+ 5.56%
$553.05 - $666.93 $553 - $667
19 $10K
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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