Continuum Advisory, LLC New Holdings in Q1 2025

Continuum Advisory, LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
3.35K
New
$40.5 - $42.02 $136K - $141K
3.35K $139K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.99K
New
$50.48 - $51.04 $101K - $102K
1.99K $101K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.87K
New
$44.41 - $45.98 $83.1K - $86.1K
1.87K $85K
IMO
Imperial Oil LTD

Energy
985
New
$62.41 - $73.34 $61.5K - $72.2K
985 $71K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
3.65K
New
$18.54 - $18.88 $67.6K - $68.9K
3.65K $68K
APAM
Artisan Partners Asset Management Inc.

Financial Services
1.61K
New
$38.51 - $45.32 $62.2K - $73.1K
1.61K $63K
LBRDK
Liberty Broadband Corp

Communication Services
678
New
$73.49 - $88.64 $49.8K - $60.1K
678 $57K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
162
New
$333.37 - $384.99 $54K - $62.4K
162 $54K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
2.4K
New
$21.77 - $22.56 $52.2K - $54.1K
2.4K $53K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.43K
New
$34.83 - $37.52 $49.7K - $53.5K
1.43K $51K
QDPL
Pacer Fds Tr Metaurus Us Large
659
New
$36.5 - $40.04 $24.1K - $26.4K
659 $24K
OUNZ
Van Eck Merk Gold Trust

ETFs
689
New
$25.41 - $30.14 $17.5K - $20.8K
689 $20K
IOO
Ishares Tr Global 100 ETF

ETFs
186
New
$96.2 - $105.12 $17.9K - $19.6K
186 $17K
DCI
Donaldson CO Inc

Industrials
249
New
$66.51 - $72.28 $16.6K - $18K
249 $16K
IEZ
Ishares Tr

ETFs
800
New
$18.42 - $22.2 $14.7K - $17.8K
800 $15K
ILF
Ishares Latin America 40 ETF

ETFs
624
New
$20.87 - $24.43 $13K - $15.2K
624 $14K
CRUS
Cirrus Logic, Inc.

Technology
150
New
$97.89 - $111.4 $14.7K - $16.7K
150 $14K
RPRX
Royalty Pharma PLC

Healthcare
428
New
$25.75 - $33.86 $11K - $14.5K
428 $13K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
90
New
$113.13 - $127.79 $10.2K - $11.5K
90 $10K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
120
New
$78.12 - $83.7 $9.37K - $10K
120 $9K
DBA
Invesco Db Agriculture Fund

ETFs
375
New
$26.05 - $28.38 $9.77K - $10.6K
375 $9K
DOX
Amdocs LTD

Technology
92
New
$82.21 - $92.02 $7.56K - $8.47K
92 $8K
MARA
Marathon Digital Holdings, Inc.

Financial Services
375
New
N/A
375 $8K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
135
New
$58.04 - $65.84 $7.84K - $8.89K
135 $8K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
81
New
$93.57 - $120.35 $7.58K - $9.75K
81 $7K
PLAB
Photronics Inc

Technology
300
New
$19.89 - $24.57 $5.97K - $7.37K
300 $6K
DAR
Darling Ingredients Inc.

Consumer Defensive
200
New
$28.51 - $41.85 $5.7K - $8.37K
200 $6K
BUG
Global X Fds Cybersecurity ETF

ETFs
190
New
$31.56 - $36.78 $6K - $6.99K
190 $6K
CLSK
Cleanspark, Inc.

Technology
980
New
$6.72 - $12.03 $6.59K - $11.8K
980 $6K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
120
New
$47.39 - $54.26 $5.69K - $6.51K
120 $6K
PSLV
Sprott Physical Silver Trust

Financial Services
450
New
$9.86 - $11.68 $4.44K - $5.26K
450 $5K
IYR
Ishares Tr

ETFs
55
New
$89.49 - $98.98 $4.92K - $5.44K
55 $5K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
222
New
$21.48 - $22.98 $4.77K - $5.1K
222 $4K
MWA
Mueller Water Products, Inc.

Industrials
189
New
$21.65 - $28.24 $4.09K - $5.34K
189 $4K
SNSR
Global X Fds Internet Of Thing

ETFs
136
New
$32.89 - $38.12 $4.47K - $5.18K
136 $4K
CNP
Centerpoint Energy Inc

Utilities
114
New
$30.87 - $36.25 $3.52K - $4.13K
114 $4K
CENTA
Central Garden & Pet Company C

Consumer Defensive
131
New
$29.86 - $34.19 $3.91K - $4.48K
131 $4K
CVCO
Cavco Industries Inc.

Consumer Cyclical
8
New
$431.31 - $539.1 $3.45K - $4.31K
8 $4K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
499
New
$8.4 - $10.21 $4.19K - $5.09K
499 $4K
USPH
U S Physical Therapy Inc

Healthcare
49
New
$71.93 - $90.88 $3.52K - $4.45K
49 $3K
PENN
Penn National Gaming Inc

Consumer Cyclical
225
New
$16.23 - $22.73 $3.65K - $5.11K
225 $3K
HFWA
Heritage Financial Corp

Financial Services
135
New
$23.08 - $25.77 $3.12K - $3.48K
135 $3K
LANC
Lancaster Colony Corp

Consumer Defensive
20
New
$166.07 - $196.44 $3.32K - $3.93K
20 $3K
FYBR
Frontier Communications Parent, Inc.

Communication Services
111
New
$34.83 - $36.05 $3.87K - $4K
111 $3K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
111
New
$32.41 - $44.87 $3.6K - $4.98K
111 $3K
RRX
Regal Rexnord Corp

Industrials
35
New
$113.85 - $167.1 $3.98K - $5.85K
35 $3K
NJR
New Jersey Resources Corp

Utilities
81
New
$45.25 - $49.37 $3.67K - $4K
81 $3K
IWC
Russell Micro Cap ETF

ETFs
21
New
$110.91 - $133.46 $2.33K - $2.8K
21 $2K
IDCC
Inter Digital, Inc.

Communication Services
11
New
$171.68 - $225.72 $1.89K - $2.48K
11 $2K
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