Continuum Advisory, LLC Reduced Holdings in Q1 2025

Continuum Advisory, LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-157K
- 91.5%
$85.29 - $92.57 $13.4M - $14.6M
14.6K $1.33M
AVUV
American Centy ETF Tr Avantis

ETFs
-80.6K
- 92.64%
$84.95 - $100.62 $6.85M - $8.11M
6.41K $558K
ACGL
Arch Capital Group Ltd.

Financial Services
-38.5K
- 98.59%
$88.13 - $96.94 $3.4M - $3.74M
552 $53K
AMZN
Amazon Com Inc

Consumer Cyclical
-4.5K
- 6.13%
$190.26 - $242.06 $856K - $1.09M
68.9K $13.1M
INDA
Ishares Msci India Index Fund

ETFs
-46.2K
- 98.5%
$47.8 - $53.4 $2.21M - $2.47M
702 $36K
MSFT
Microsoft Corp

Technology
-548
- 1.25%
$375.39 - $447.2 $206K - $245K
43.3K $16.2M
DDOG
Datadog, Inc.

Technology
-14.8K
- 99.54%
$98.68 - $151.89 $1.46M - $2.25M
68 $6K
LMT
Lockheed Martin Corp

Industrials
-4.05K
- 81.22%
$423.19 - $506.29 $1.71M - $2.05M
936 $418K
EMR
Emerson Electric CO

Industrials
-10.6K
- 93.23%
$108.64 - $131.17 $1.15M - $1.39M
770 $84K
TSLA
Tesla, Inc.

Consumer Cyclical
-846
- 11.31%
$222.15 - $428.22 $188K - $362K
6.64K $1.72M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-51.2K
- 85.89%
$21.23 - $23.75 $1.09M - $1.22M
8.41K $181K
PKE
Park Aerospace Corp

Industrials
-44.3K
- 33.33%
$13.25 - $15.32 $587K - $678K
88.5K $1.19M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-14K
- 25.09%
$58.01 - $64.46 $812K - $902K
41.8K $2.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-418
- 2.75%
$554.06 - $615.85 $232K - $257K
14.8K $8.3M
VV
Vanguard Large Cap ETF

ETFs
-443
- 1.18%
$253.32 - $282.66 $112K - $125K
37K $9.52M
TFX
Teleflex Inc

Healthcare
-2.02K
- 33.34%
$130.79 - $183.66 $264K - $370K
4.03K $557K
IREN
Iris Energy LTD

Financial Services
-48.1K
- 84.83%
$6.07 - $13.18 $292K - $634K
8.6K $52K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-10.7K
- 36.38%
$35.54 - $37.44 $381K - $401K
18.7K $671K
IXUS
Ishares Tr

ETFs
-7.69K
- 21.07%
$65.06 - $72.31 $501K - $556K
28.8K $2.01M
VEA
Vanguard Ftse Developed Market

ETFs
-9.58K
- 31.6%
$47.4 - $52.99 $454K - $508K
20.7K $1.05M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-182
- 0.58%
$102.49 - $119.96 $18.7K - $21.8K
31K $3.24M
CYBR
Cyber Ark Software Ltd.

Technology
-1.14K
- 14.42%
$312.8 - $414.31 $355K - $470K
6.74K $2.28M
SPYG
Spdr Portfolio

ETFs
-571
- 1.52%
$80.05 - $92.39 $45.7K - $52.8K
36.9K $2.97M
CGUS
Capital Group Core Equity ETF
-3.62K
- 2.92%
$33.08 - $36.62 $120K - $133K
121K $4.03M
IWM
Ishares Russell 2000 ETF

ETFs
-84
- 0.65%
$198.1 - $229.79 $16.6K - $19.3K
12.8K $2.56M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.68K
- 3.72%
$57.21 - $65.8 $95.9K - $110K
43.4K $2.53M
WTRG
Essential Utilities, Inc.

Utilities
-8.71K
- 33.47%
$33.49 - $40.57 $292K - $353K
17.3K $684K
CRM
Salesforce, Inc.

Technology
-17
- 0.44%
$268.36 - $359.95 $4.56K - $6.12K
3.85K $1.03M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-9.22K
- 23.2%
$21.75 - $24.28 $201K - $224K
30.5K $674K
DIS
Walt Disney CO

Communication Services
-26
- 0.14%
$96.87 - $114.0 $2.52K - $2.96K
18K $1.78M
ADBE
Adobe Inc.

Technology
-9
- 0.25%
$377.84 - $464.11 $3.4K - $4.18K
3.61K $1.38M
SOXX
Ishares Semiconductor ETF

ETFs
-256
- 4.66%
$188.17 - $235.81 $48.2K - $60.4K
5.24K $986K
TDSC
Exchange Listed Fds Tr Cabana

ETFs
-7.9K
- 30.93%
$24.36 - $25.91 $192K - $205K
17.6K $437K
POCT
Innovator U.S. Equity Power Bu

ETFs
-4.29K
- 36.82%
$38.53 - $40.49 $165K - $174K
7.36K $285K
ACI
Albertsons Companies, Inc.

Consumer Defensive
-10K
- 49.39%
$19.58 - $22.02 $196K - $220K
10.3K $225K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.54K
- 14.4%
$42.5 - $46.71 $193K - $212K
27K $1.22M
HD
Home Depot, Inc.

Consumer Cyclical
-84
- 1.43%
$347.25 - $424.87 $29.2K - $35.7K
5.79K $2.12M
VIG
Vanguard Dividend Appreciation

ETFs
-870
- 12.65%
N/A
6.01K $1.09M
BLDR
Builders First Source, Inc.

Industrials
-795
- 36.1%
$122.8 - $173.51 $97.6K - $138K
1.41K $175K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-178
- 8.0%
$497.6 - $606.74 $88.6K - $108K
2.05K $1.02M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.32K
- 33.35%
$100.34 - $100.68 $132K - $133K
2.64K $265K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-60
- 1.63%
$165.25 - $224.62 $9.92K - $13.5K
3.63K $602K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-3.14K
- 27.84%
$40.24 - $40.65 $126K - $128K
8.14K $330K
F
Ford Motor CO

Consumer Cyclical
-12.8K
- 39.35%
$9.12 - $10.43 $116K - $133K
19.7K $197K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.28K
- 21.38%
$100.59 - $103.47 $129K - $133K
4.72K $488K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.98K
- 24.32%
$40.03 - $46.81 $79.1K - $92.5K
6.15K $250K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-4.38K
- 65.54%
$25.77 - $27.6 $113K - $121K
2.3K $61K
CTSH
Cognizant Technology Solutions Corp

Technology
-1.2K
- 2.25%
$75.32 - $90.7 $90.1K - $108K
51.9K $3.97M
VBR
Vanguard Small Cap Value ETF

ETFs
-383
- 11.6%
$183.02 - $207.75 $70.1K - $79.6K
2.92K $543K
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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