Continuum Advisory, LLC Reduced Holdings in Q3 2025

Continuum Advisory, LLC

  • $851 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
-1.18K
- 7.2%
$49.0 - $49.51 $58K - $58.6K
15.3K $754K
FITB
Fifth Third Bancorp

Financial Services
-2.02K
- 20.04%
$40.91 - $46.28 $82.6K - $93.5K
8.06K $359K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.64K
- 13.04%
$24.46 - $26.5 $113K - $123K
30.9K $814K
MA
Mastercard Inc

Financial Services
-137
- 3.44%
$550.18 - $598.96 $75.4K - $82.1K
3.84K $2.19M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-2.49K
- 8.19%
$53.81 - $57.52 $134K - $143K
27.9K $1.6M
VZ
Verizon Communications Inc

Communication Services
-1.56K
- 4.52%
$40.84 - $45.06 $63.8K - $70.4K
33K $1.45M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-446
- 8.59%
$97.75 - $100.75 $43.6K - $44.9K
4.75K $475K
CINF
Cincinnati Financial Corp

Financial Services
-380
- 16.28%
$145.8 - $158.1 $55.4K - $60.1K
1.95K $308K
APD
Air Products & Chemicals, Inc.

Basic Materials
-105
- 8.9%
$265.78 - $299.3 $27.9K - $31.4K
1.08K $293K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-481
- 18.23%
$98.53 - $107.1 $47.4K - $51.5K
2.16K $226K
GIS
General Mills Inc

Consumer Defensive
-438
- 8.35%
$48.44 - $53.83 $21.2K - $23.6K
4.81K $242K
VCIT
Vanguard Intermediate Term Cor

ETFs
-364
- 11.47%
$81.75 - $84.54 $29.8K - $30.8K
2.81K $236K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-1.1K
- 8.71%
$42.21 - $43.91 $46.3K - $48.1K
11.5K $504K
SNPS
Synopsys Inc

Technology
-8
- 0.69%
$387.78 - $645.35 $3.1K - $5.16K
1.16K $571K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.1K
- 15.85%
$42.26 - $47.16 $46.5K - $51.9K
5.84K $270K
ABT
Abbott Laboratories

Healthcare
-2
- 0.02%
$120.51 - $136.62 $241 - $273
12.1K $1.62M
AVUV
American Centy ETF Tr Avantis

ETFs
-849
- 11.51%
$90.37 - $102.12 $76.7K - $86.7K
6.53K $649K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.84K
- 3.21%
$26.38 - $27.95 $233K - $247K
267K $7.28M
VBK
Vanguard Small Cap Growth ETF

ETFs
-160
- 12.09%
$276.51 - $305.12 $44.2K - $48.8K
1.16K $346K
HDV
Ishares Core High Dividend ETF

ETFs
-307
- 8.24%
$118.16 - $123.66 $36.3K - $38K
3.42K $418K
GNL
Global Net Lease, Inc.

Real Estate
-3.36K
- 20.02%
$6.85 - $8.33 $23K - $28K
13.4K $109K
HCA
Hca Healthcare, Inc.

Healthcare
-205
- 12.55%
$334.32 - $426.2 $68.5K - $87.4K
1.43K $608K
LYG
Lloyds Banking Group PLC

Financial Services
-5.86K
- 15.28%
$4.03 - $4.63 $23.6K - $27.2K
32.5K $147K
TDSC
Exchange Listed Fds Tr Cabana

ETFs
-1.01K
- 8.38%
$24.04 - $25.31 $24.2K - $25.4K
11K $276K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-609
- 7.21%
$42.43 - $45.05 $25.8K - $27.4K
7.84K $344K
MUB
Ishares National Muni Bond ETF

ETFs
-220
- 3.77%
$103.24 - $106.68 $22.7K - $23.5K
5.62K $598K
WEC
Wec Energy Group, Inc.

Utilities
-355
- 12.31%
$103.66 - $114.59 $36.8K - $40.7K
2.53K $289K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-710
- 2.73%
$101.12 - $106.18 $71.8K - $75.4K
25.3K $2.61M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-305
- 3.12%
$47.76 - $48.46 $14.6K - $14.8K
9.48K $457K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.81K
- 5.53%
$40.45 - $42.49 $73.2K - $76.9K
30.9K $1.31M
TFC
Truist Financial Corp

Financial Services
-542
- 9.74%
$42.83 - $47.07 $23.2K - $25.5K
5.02K $229K
ENB
Enbridge Inc

Energy
-917
- 12.99%
$43.79 - $50.46 $40.2K - $46.3K
6.14K $309K
MCK
Mckesson Corp

Healthcare
-30
- 8.02%
$659.01 - $772.54 $19.8K - $23.2K
344 $265K
WFC
Wells Fargo & Company

Financial Services
-796
- 5.1%
$77.05 - $85.16 $61.3K - $67.8K
14.8K $1.24M
QCOM
Qualcomm Inc

Technology
-177
- 5.77%
$145.84 - $173.55 $25.8K - $30.7K
2.89K $480K
PEG
Public Service Enterprise Group Inc

Utilities
-60
- 1.73%
$79.99 - $90.14 $4.8K - $5.41K
3.41K $284K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-332
- 6.76%
$182.33 - $194.5 $60.5K - $64.6K
4.58K $891K
DGRO
Ishares Core Dividend Growth E

ETFs
-447
- 7.95%
$64.12 - $68.08 $28.7K - $30.4K
5.18K $352K
PFF
Ishares Trust Ishares Pfd And

ETFs
-640
- 4.81%
$30.67 - $32.13 $19.6K - $20.6K
12.7K $400K
CION
Cion Investment Corp

Financial Services
-200
- 0.47%
$9.48 - $10.86 $1.9K - $2.17K
42K $398K
VEA
Vanguard Ftse Developed Market

ETFs
-1.41K
- 5.25%
$56.02 - $60.3 $79.2K - $85.2K
25.5K $1.53M
USB
Us Bancorp \De\

Financial Services
-724
- 7.77%
$43.94 - $50.41 $31.8K - $36.5K
8.6K $415K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-305
- 8.68%
$225.11 - $247.9 $68.7K - $75.6K
3.21K $792K
NUDM
Nuveen Esg International Devel

ETFs
-553
- 7.13%
$34.72 - $37.63 $19.2K - $20.8K
7.2K $270K
FSIG
First Tr ETF Iv LTD Duration I
-456
- 0.97%
$19.03 - $19.33 $8.68K - $8.81K
46.7K $897K
BAC
Bank Of America Corp

Financial Services
-1.95K
- 8.62%
$44.92 - $52.42 $87.6K - $102K
20.7K $1.07M
CFG
Citizens Financial Group Inc

Financial Services
-1.44K
- 16.43%
$46.1 - $53.65 $66.2K - $77K
7.3K $387K
VRT
Vertiv Holdings CO

Industrials
-19
- 0.88%
N/A
2.15K $185K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-39
- 0.32%
N/A
12.3K $768K
Activity Summary
Buys All Purchases 249 New Holdings 40 Increased Positions 209 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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