Continuum Advisory, LLC Purchases in Q3 2025

Continuum Advisory, LLC

  • $851 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
1.16K
+ 17.43%
$130.68 - $186.97 $152K - $217K
7.83K $1.43M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.72K
+ 9.37%
$35.42 - $38.65 $273K - $298K
90K $3.42M
COST
Costco Wholesale Corp

Consumer Defensive
975
+ 15.99%
$915.95 - $994.57 $893K - $970K
7.07K $6.55M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.26K
New
$82.22 - $96.68 $432K - $508K
5.26K $508K
PTC
Ptc Inc.

Technology
2.48K
New
$173.07 - $216.53 $429K - $537K
2.48K $503K
SPYG
Spdr Portfolio

ETFs
1.01K
+ 2.41%
$94.33 - $105.31 $95.5K - $107K
43K $4.5M
DUK
Duke Energy Corp

Utilities
3.46K
+ 38.63%
$116.31 - $125.93 $403K - $436K
12.4K $1.54M
VO
Vanguard Mid Cap ETF

ETFs
575
+ 2.61%
$279.83 - $293.74 $161K - $169K
22.6K $6.64M
UNP
Union Pacific Corp

Industrials
1.97K
New
$214.91 - $237.16 $424K - $468K
1.97K $466K
INTC
Intel Corp

Technology
13.9K
New
$19.31 - $35.5 $268K - $494K
13.9K $466K
META
Meta Platforms, Inc.

Communication Services
610
+ 11.16%
$695.21 - $791.73 $424K - $483K
6.07K $4.46M
PLD
Prologis, Inc.

Real Estate
3.69K
New
$104.08 - $115.35 $384K - $425K
3.69K $422K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
462
+ 0.28%
$39.8 - $42.86 $18.4K - $19.8K
167K $7.13M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
3.97K
New
$83.08 - $100.2 $330K - $398K
3.97K $398K
PID
Invesco Exchange Traded Fd Tr

ETFs
21.6K
+ 28.22%
N/A
98.3K $1.76M
IBB
Ishares Biotechnology ETF

ETFs
2.54K
New
$127.63 - $144.37 $324K - $367K
2.54K $366K
JNJ
Johnson & Johnson

Healthcare
253
+ 2.63%
$155.17 - $185.42 $39.3K - $46.9K
9.86K $1.83M
FVD
First Tr Value Line Divid Inde

ETFs
5.56K
+ 8.63%
$44.73 - $46.86 $249K - $260K
69.9K $3.23M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
7.81K
+ 14.9%
$42.75 - $43.37 $334K - $339K
60.2K $2.61M
CGUS
Capital Group Core Equity ETF
1.3K
+ 1.16%
$36.89 - $39.72 $47.9K - $51.6K
114K $4.5M
SRLN
Ssga Active Trust

ETFs
8.17K
New
$41.28 - $41.65 $337K - $340K
8.17K $339K
KO
Coca Cola CO

Consumer Defensive
5.9K
+ 48.6%
$65.67 - $71.67 $388K - $423K
18K $1.2M
UBER
Uber Technologies, Inc

Technology
3.38K
New
$86.91 - $99.57 $293K - $336K
3.38K $330K
CSCO
Cisco Systems, Inc.

Technology
4.9K
+ 49.29%
$66.2 - $71.79 $325K - $352K
14.9K $1.02M
NEE
Nextera Energy Inc

Utilities
2.79K
+ 19.99%
$69.77 - $77.54 $195K - $216K
16.8K $1.26M
KKR
Kkr & Co. Inc.

Financial Services
2.21K
New
$129.95 - $152.16 $287K - $336K
2.21K $286K
ETN
Eaton Corp PLC

Industrials
314
+ 3.28%
$342.99 - $392.76 $108K - $123K
9.87K $3.7M
STX
Seagate Technology Holdings PLC

Technology
1.16K
New
$142.01 - $236.06 $165K - $274K
1.16K $273K
FTV
Fortive Corp

Technology
6.02K
+ 77.26%
$46.55 - $53.34 $280K - $321K
13.8K $676K
XOM
Exxon Mobil Corp

Energy
1.21K
+ 4.86%
$105.83 - $117.22 $128K - $142K
26.1K $2.94M
PG
Procter & Gamble CO

Consumer Defensive
2K
+ 20.04%
$150.47 - $161.22 $302K - $323K
12K $1.84M
ACN
Accenture PLC

Technology
1.01K
New
$232.56 - $304.78 $235K - $308K
1.01K $249K
WELL
Welltower Inc.

Real Estate
644
+ 12.18%
$150.71 - $178.14 $97.1K - $115K
5.93K $1.06M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.67K
+ 9.34%
$92.26 - $97.51 $154K - $163K
19.5K $1.89M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.18K
+ 2.4%
$76.16 - $78.59 $166K - $171K
93.1K $7.27M
C
Citigroup Inc

Financial Services
1.33K
+ 21.0%
$85.57 - $103.49 $114K - $137K
7.65K $776K
MGK
Vanguard Mega Cap Growth ETF

ETFs
130
+ 2.56%
$362.31 - $405.74 $47.1K - $52.7K
5.22K $2.1M
IDA
Idacorp Inc

Utilities
1.03K
+ 16.92%
$115.16 - $132.15 $118K - $136K
7.09K $936K
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 0.17%
$357.4 - $423.42 $3.57K - $4.23K
5.97K $2.42M
FNDA
Schwab Fundamental U S Small C

ETFs
7.41K
New
$28.75 - $31.93 $213K - $237K
7.41K $230K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.22K
+ 6.11%
$45.6 - $46.92 $193K - $198K
73.4K $3.43M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.18K
+ 4.42%
$50.85 - $51.35 $212K - $214K
98.6K $5.05M
BKR
Baker Hughes CO

Energy
1.22K
+ 7.56%
$38.68 - $50.55 $47.3K - $61.8K
17.4K $846K
SYK
Stryker Corp

Healthcare
614
New
$368.57 - $403.53 $226K - $248K
614 $226K
HYG
Ishares Tr

ETFs
2.64K
+ 15.57%
$79.85 - $81.32 $211K - $215K
19.6K $1.59M
SLB
Schlumberger Limited

Energy
6.51K
New
$32.37 - $37.31 $211K - $243K
6.51K $223K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.47K
New
$138.08 - $151.2 $203K - $223K
1.47K $222K
PSX
Phillips 66

Energy
1.58K
New
$118.37 - $139.46 $187K - $220K
1.58K $214K
JCI
Johnson Controls International PLC

Industrials
1.93K
New
$103.24 - $111.73 $199K - $216K
1.93K $212K
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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