Continuum Advisory, LLC Sells in Q2 2025

Continuum Advisory, LLC

  • $773 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-8
- 88.89%
$725400.0 - $809350.0 $5.8M - $6.47M
1 $728K
XOM
Exxon Mobil Corp

Energy
-36.5K
- 59.42%
$99.93 - $119.04 $3.64M - $4.34M
24.9K $2.68M
PGR
Progressive Corp

Financial Services
-13.4K
- 82.87%
$255.27 - $288.74 $3.43M - $3.88M
2.78K $741K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-28.3K
- 13.66%
$72.02 - $73.82 $2.03M - $2.09M
179K $13.2M
AMT
American Tower Corp

Real Estate
-3.81K
- 54.1%
$203.96 - $228.19 $777K - $870K
3.23K $714K
AMGN
Amgen Inc

Healthcare
-1.87K
- 33.24%
$262.28 - $309.85 $491K - $580K
3.76K $1.05M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-7.11K
- 66.23%
$77.74 - $78.78 $553K - $560K
3.63K $285K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-115
- 1.22%
$483.48 - $539.8 $55.6K - $62.1K
9.33K $4.53M
ABBV
Abb Vie Inc.

Healthcare
-622
- 4.31%
$170.16 - $206.27 $106K - $128K
13.8K $2.56M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.26K
- 16.99%
$90.56 - $109.49 $477K - $576K
25.7K $2.81M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-6.78K
- 50.73%
$47.46 - $55.3 $322K - $375K
6.59K $363K
SCHW
Schwab Charles Corp

Financial Services
-7.17K
- 30.59%
$69.06 - $91.24 $495K - $654K
16.3K $1.48M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-6.59K
- 54.22%
$44.37 - $50.04 $292K - $330K
5.56K $264K
DIS
Walt Disney CO

Communication Services
-6.37K
- 35.41%
$81.72 - $124.01 $521K - $790K
11.6K $1.44M
HDV
Ishares Core High Dividend ETF

ETFs
-2.41K
- 39.31%
$108.41 - $120.51 $262K - $291K
3.73K $436K
ENB
Enbridge Inc

Energy
-6.74K
- 48.84%
$41.09 - $47.16 $277K - $318K
7.06K $319K
IXUS
Ishares Tr

ETFs
-6.53K
- 22.66%
$62.37 - $77.63 $407K - $507K
22.3K $1.72M
APD
Air Products & Chemicals, Inc.

Basic Materials
-918
- 43.76%
$248.61 - $294.96 $228K - $271K
1.18K $332K
ETR
Entergy Corp

Utilities
-3.05K
- 24.62%
$79.01 - $86.61 $241K - $265K
9.35K $777K
SBUX
Starbucks Corp

Consumer Cyclical
-2.54K
- 32.47%
$79.69 - $99.41 $202K - $252K
5.27K $483K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.97K
- 28.65%
$152.42 - $182.82 $301K - $361K
4.91K $898K
BDX
Becton Dickinson & CO

Healthcare
-869
- 40.78%
$165.15 - $226.42 $144K - $197K
1.26K $217K
VIG
Vanguard Dividend Appreciation

ETFs
-1.45K
- 24.16%
N/A
4.55K $829K
LAMR
Lamar Advertising CO

Real Estate
-2.25K
- 55.94%
$102.35 - $121.67 $230K - $273K
1.77K $214K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.59K
- 43.23%
$104.23 - $134.39 $269K - $347K
3.4K $456K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-5.82K
- 31.61%
$37.18 - $42.23 $216K - $246K
12.6K $531K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.76K
- 13.38%
$48.13 - $49.85 $181K - $187K
24.3K $1.19M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.71K
- 11.71%
$83.97 - $92.85 $144K - $159K
12.9K $1.14M
AGNC
Agnc Investment Corp.

Real Estate
-10.4K
- 4.32%
$8.12 - $9.49 $84.8K - $99.1K
231K $2.13M
KO
Coca Cola CO

Consumer Defensive
-2.37K
- 16.31%
$68.37 - $73.9 $162K - $175K
12.1K $859K
GPC
Genuine Parts CO

Consumer Cyclical
-1.54K
- 44.53%
$105.54 - $129.09 $162K - $198K
1.91K $232K
MUB
Ishares National Muni Bond ETF

ETFs
-1.62K
- 21.75%
$102.31 - $105.8 $166K - $172K
5.84K $610K
WEC
Wec Energy Group, Inc.

Utilities
-1.44K
- 33.26%
$102.24 - $109.76 $147K - $158K
2.88K $300K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.07K
- 29.55%
$141.87 - $164.49 $151K - $175K
2.54K $417K
PFE
Pfizer Inc

Healthcare
-5.48K
- 22.76%
$21.59 - $24.84 $118K - $136K
18.6K $450K
TFC
Truist Financial Corp

Financial Services
-4K
- 41.85%
$34.79 - $42.99 $139K - $172K
5.56K $239K
PEP
Pepsico Inc

Consumer Defensive
-304
- 4.94%
$128.02 - $151.37 $38.9K - $46K
5.85K $771K
MO
Altria Group, Inc.

Consumer Defensive
-2.17K
- 14.33%
$55.56 - $60.91 $121K - $132K
13K $760K
TDSC
Exchange Listed Fds Tr Cabana

ETFs
-5.64K
- 32.0%
$22.02 - $25.06 $124K - $141K
12K $290K
WFC
Wells Fargo & Company

Financial Services
-3.64K
- 18.89%
$60.98 - $80.12 $222K - $291K
15.6K $1.25M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-2.09K
- 14.49%
N/A
12.3K $770K
TXN
Texas Instruments Inc

Technology
-615
- 27.19%
N/A
1.65K $320K
LYG
Lloyds Banking Group PLC

Financial Services
-35.3K
- 47.93%
$3.32 - $4.29 $117K - $152K
38.4K $163K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-2.3K
- 21.38%
$38.81 - $44.28 $89.1K - $102K
8.45K $358K
VOT
Vanguard Mid Cap Growth Index

ETFs
-665
- 36.34%
$216.28 - $284.39 $144K - $189K
1.17K $331K
MDT
Medtronic PLC

Healthcare
-795
- 4.75%
$80.68 - $88.86 $64.1K - $70.6K
15.9K $1.39M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-5.31K
- 13.95%
$35.3 - $40.46 $187K - $215K
32.7K $1.32M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.01K
- 6.74%
$50.36 - $50.68 $101K - $102K
27.8K $1.41M
V
Visa Inc.

Financial Services
-392
- 4.2%
$308.27 - $373.31 $121K - $146K
8.95K $3.18M
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
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