Continuum Advisory, LLC Reduced Holdings in Q1 2025

Continuum Advisory, LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WEC
Wec Energy Group, Inc.

Utilities
-294
- 6.37%
$92.12 - $108.98 $27.1K - $32K
4.32K $470K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-576
- 0.67%
$13.05 - $13.97 $7.52K - $8.05K
85.9K $1.17M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-874
- 1.56%
$58.32 - $65.09 $51K - $56.9K
55.1K $3.32M
AEP
American Electric Power CO Inc

Utilities
-56
- 1.39%
$90.32 - $109.27 $5.06K - $6.12K
3.97K $434K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-340
- 4.64%
$46.15 - $63.53 $15.7K - $21.6K
6.99K $430K
GILD
Gilead Sciences, Inc.

Healthcare
-47
- 1.02%
$89.14 - $117.41 $4.19K - $5.52K
4.57K $512K
CME
Cme Group Inc.

Financial Services
-39
- 1.3%
$225.82 - $266.54 $8.81K - $10.4K
2.97K $786K
IBN
Icici Bank LTD

Financial Services
-505
- 0.71%
$27.55 - $31.67 $13.9K - $16K
71.1K $2.24M
ETR
Entergy Corp

Utilities
-225
- 1.78%
$75.26 - $87.89 $16.9K - $19.8K
12.4K $1.06M
MO
Altria Group, Inc.

Consumer Defensive
-176
- 1.15%
$50.81 - $60.02 $8.94K - $10.6K
15.1K $908K
WMB
Williams Companies, Inc.

Energy
-3.27K
- 5.33%
$54.02 - $61.09 $177K - $200K
58.2K $3.48M
AMT
American Tower Corp

Real Estate
-73
- 1.03%
$173.46 - $217.6 $12.7K - $15.9K
7.05K $1.53M
PM
Philip Morris International Inc.

Consumer Defensive
-973
- 8.61%
$117.15 - $158.79 $114K - $155K
10.3K $1.64M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-16.7K
- 19.09%
$34.58 - $45.97 $576K - $766K
70.6K $3.25M
GLD
Spdr Gold Trust

ETFs
-1.09K
- 8.13%
$243.19 - $288.14 $265K - $314K
12.3K $3.55M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.05K
- 1.21%
$33.84 - $37.77 $69.5K - $77.5K
168K $6.12M
V
Visa Inc.

Financial Services
-16
- 0.17%
$306.92 - $362.71 $4.91K - $5.8K
9.34K $3.27M
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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