Continuum Advisory, LLC Reduced Holdings in Q2 2025

Continuum Advisory, LLC

  • $773 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-126
- 4.56%
$82.17 - $99.96 $10.4K - $12.6K
2.64K $259K
CFG
Citizens Financial Group Inc

Financial Services
-549
- 5.92%
$34.27 - $44.75 $18.8K - $24.6K
8.73K $390K
IAG
Iamgold Corp

Basic Materials
-3.86K
- 10.98%
$5.63 - $8.09 $21.7K - $31.2K
31.2K $229K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.36K
- 5.45%
$51.16 - $62.02 $121K - $147K
41K $2.54M
BTG
B2 Gold Corp

Basic Materials
-914
- 4.15%
$2.64 - $3.77 $2.41K - $3.45K
21.1K $76K
RF
Regions Financial Corp

Financial Services
-17
- 0.2%
$18.34 - $23.52 $312 - $400
8.7K $204K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-122
- 1.87%
$25.97 - $33.21 $3.17K - $4.05K
6.41K $212K
HCA
Hca Healthcare, Inc.

Healthcare
-104
- 5.99%
$317.61 - $387.52 $33K - $40.3K
1.63K $625K
WMB
Williams Companies, Inc.

Energy
-2.41K
- 4.15%
$54.33 - $62.87 $131K - $152K
55.7K $3.5M
CSX
Csx Corp

Industrials
-1.64K
- 6.6%
$26.69 - $32.91 $43.6K - $53.8K
23.1K $754K
NUDM
Nuveen Esg International Devel

ETFs
-2
- 0.03%
$28.66 - $35.49 $57.3 - $71
7.75K $275K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-51
- 0.84%
$43.53 - $54.46 $2.22K - $2.78K
6.04K $329K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-671
- 2.16%
$45.88 - $54.4 $30.8K - $36.5K
30.4K $1.65M
IXN
Ishares Global Information Tec

ETFs
-282
- 6.43%
$65.81 - $92.34 $18.6K - $26K
4.11K $379K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-13
- 11.93%
$4164.15 - $5789.24 $54.1K - $75.3K
96 $555K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-293
- 3.44%
$60.99 - $77.53 $17.9K - $22.7K
8.23K $638K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-7.07K
- 10.01%
$41.45 - $54.46 $293K - $385K
63.6K $3.31M
XLK
Technology Sector Spdr

ETFs
-65
- 3.58%
$179.73 - $253.23 $11.7K - $16.5K
1.75K $442K
VGT
Vanguard Information Technolog

ETFs
-39
- 4.86%
$470.37 - $663.28 $18.3K - $25.9K
763 $506K
IBN
Icici Bank LTD

Financial Services
-2.21K
- 3.11%
$30.16 - $34.39 $66.7K - $76.1K
68.9K $2.32M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-70
- 0.2%
$38.7 - $44.05 $2.71K - $3.08K
34.6K $1.52M
CRWD
Crowd Strike Holdings, Inc.

Technology
-73
- 9.31%
$321.63 - $509.31 $23.5K - $37.2K
711 $362K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-29
- 0.21%
$60.34 - $74.89 $1.75K - $2.17K
13.5K $1.01M
GOOG
Alphabet Inc.

Communication Services
-1.73K
- 9.14%
$146.58 - $180.01 $254K - $312K
17.2K $3.05M
CTAS
Cintas Corp

Industrials
-37
- 0.54%
$190.11 - $227.66 $7.03K - $8.42K
6.84K $1.52M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.23K
- 8.29%
$498.8 - $620.9 $611K - $761K
13.5K $8.41M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-451
- 12.43%
$141.37 - $228.57 $63.8K - $103K
3.18K $719K
CGUS
Capital Group Core Equity ETF
-8.14K
- 6.75%
$29.93 - $36.93 $243K - $300K
112K $4.15M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-9
- 0.07%
$91.62 - $116.16 $825 - $1.05K
12K $1.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.61K
- 3.86%
$55.54 - $69.09 $89.6K - $111K
40.2K $2.78M
SOXX
Ishares Semiconductor ETF

ETFs
-236
- 4.5%
$154.86 - $239.07 $36.5K - $56.4K
5.01K $1.19M
AVDV
American Centy ETF Tr Avantis

ETFs
-217
- 0.56%
$61.76 - $79.32 $13.4K - $17.2K
38.6K $3.06M
CYBR
Cyber Ark Software Ltd.

Technology
-253
- 3.76%
$305.98 - $406.88 $77.4K - $103K
6.48K $2.64M
PWR
Quanta Services, Inc.

Industrials
-20
- 0.66%
$239.47 - $381.26 $4.79K - $7.63K
3.03K $1.15M
MU
Micron Technology Inc

Technology
-746
- 5.59%
$64.72 - $127.91 $48.3K - $95.4K
12.6K $1.55M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.01K
- 1.2%
$32.66 - $40.75 $65.8K - $82.1K
166K $6.73M
WMT
Walmart Inc.

Consumer Defensive
-25
- 0.04%
$81.79 - $99.98 $2.04K - $2.5K
64.6K $6.31M
ETN
Eaton Corp PLC

Industrials
-383
- 3.85%
$246.52 - $356.99 $94.4K - $137K
9.56K $3.41M
VV
Vanguard Large Cap ETF

ETFs
-151
- 0.41%
$228.25 - $285.3 $34.5K - $43.1K
36.9K $10.5M
CCJ
Cameco Corp

Energy
-1.38K
- 3.15%
$36.68 - $74.46 $50.8K - $103K
42.5K $3.15M
Activity Summary
Buys All Purchases 257 New Holdings 4 Increased Positions 253 Sells All Sells 141 Reductions 141 Sold out 0 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