Continuum Advisory, LLC Purchases in Q3 2025

Continuum Advisory, LLC

  • $851 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.75K
New
$113.22 - $123.86 $198K - $216K
1.75K $212K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
653
New
$301.44 - $365.84 $197K - $239K
653 $211K
GD
General Dynamics Corp

Industrials
618
New
$293.92 - $341.0 $182K - $211K
618 $210K
MS
Morgan Stanley

Financial Services
840
+ 19.91%
$139.09 - $161.16 $117K - $135K
5.06K $804K
AMD
Advanced Micro Devices Inc

Technology
515
+ 8.18%
$134.8 - $184.42 $69.4K - $95K
6.81K $1.1M
URA
Global X Uranium ETF

ETFs
4.38K
New
$36.45 - $50.4 $160K - $221K
4.38K $208K
PPTA
Perpetua Resources Corp.

Basic Materials
10.1K
New
$11.92 - $21.16 $120K - $214K
10.1K $205K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.04K
New
$61.56 - $66.95 $187K - $203K
3.04K $203K
PFE
Pfizer Inc

Healthcare
7.06K
+ 37.97%
$23.29 - $25.88 $164K - $183K
25.7K $653K
CSQ
Calamos Strategic Total Return Fund

Financial Services
10.4K
New
$18.02 - $19.56 $188K - $204K
10.4K $200K
WCN
Waste Connections, Inc.

Industrials
1.27K
+ 49.3%
$171.32 - $191.84 $217K - $243K
3.83K $674K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.96K
+ 12.57%
$21.69 - $23.34 $129K - $139K
53.4K $1.24M
SOXX
Ishares Semiconductor ETF

ETFs
116
+ 2.32%
$236.93 - $271.12 $27.5K - $31.4K
5.12K $1.39M
AGNC
Agnc Investment Corp.

Real Estate
5.39K
+ 2.33%
$9.2 - $10.37 $49.6K - $55.9K
237K $2.32M
LHX
L3 Harris Technologies, Inc.

Industrials
444
+ 43.92%
$252.18 - $305.41 $112K - $136K
1.46K $444K
KLAC
Kla Corp

Technology
84
+ 15.38%
$843.9 - $1078.6 $70.9K - $90.6K
630 $679K
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.11K
+ 9.39%
$27.61 - $29.15 $113K - $120K
47.9K $1.39M
PKI
Perkinelmer Inc

Healthcare
1.43K
+ 24.81%
N/A
7.19K $870K
XLU
Utilities Sector Spdr

ETFs
1.51K
+ 21.24%
$81.14 - $87.32 $123K - $132K
8.63K $752K
AMT
American Tower Corp

Real Estate
1.35K
+ 41.59%
$192.32 - $232.35 $259K - $313K
4.58K $880K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
6.48K
+ 10.43%
$23.54 - $23.97 $152K - $155K
68.6K $1.64M
OEF
Ishares S&P 100 ETF

ETFs
590
+ 1.57%
N/A
38.1K $10.1M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
337
+ 0.64%
$43.65 - $46.42 $14.7K - $15.6K
52.8K $2.45M
IGRO
Ishares Tr International Divid

ETFs
1.88K
+ 56.49%
$75.97 - $80.24 $143K - $151K
5.22K $415K
LNT
Alliant Energy Corp

Utilities
1.3K
+ 14.47%
$60.76 - $67.41 $79.2K - $87.8K
10.3K $694K
IVW
Ishares S&P 500 Growth ETF

ETFs
413
+ 4.47%
$108.97 - $121.65 $45K - $50.2K
9.65K $1.16M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.85K
+ 51.03%
$78.11 - $79.07 $145K - $146K
5.48K $432K
REZ
Ishares Tr Residential And Mul

ETFs
909
+ 3.57%
$81.06 - $85.23 $73.7K - $77.5K
26.3K $2.24M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.83K
+ 30.35%
$54.35 - $59.32 $99.7K - $109K
7.88K $466K
ALL
Allstate Corp

Financial Services
442
+ 15.89%
$192.0 - $214.65 $84.9K - $94.9K
3.22K $692K
TDVG
T Rowe Price Exchange Traded F

Technology
1.14K
+ 2.21%
$42.05 - $43.96 $48.1K - $50.2K
52.8K $2.32M
CGCP
Capital Group Core Plus Income

ETFs
4.35K
+ 3.42%
$22.27 - $22.95 $96.9K - $99.8K
131K $2.99M
VGT
Vanguard Information Technolog

ETFs
83
+ 10.88%
$656.44 - $753.15 $54.5K - $62.5K
846 $631K
FDL
First Tr Morningstar Dividend

ETFs
2.21K
+ 11.9%
$41.96 - $44.59 $92.9K - $98.7K
20.8K $903K
BA
Boeing CO

Industrials
532
+ 40.3%
$209.79 - $237.38 $112K - $126K
1.85K $399K
EMLP
First Tr Exchange Traded Iv

ETFs
1.76K
+ 2.59%
$36.99 - $38.38 $65K - $67.5K
69.7K $2.67M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.85K
+ 8.19%
$28.92 - $32.19 $53.5K - $59.6K
24.5K $780K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.13K
+ 9.51%
$90.83 - $93.81 $102K - $106K
13K $1.21M
MO
Altria Group, Inc.

Consumer Defensive
322
+ 2.48%
$57.75 - $67.68 $18.6K - $21.8K
13.3K $878K
F
Ford Motor CO

Consumer Cyclical
7.59K
+ 34.12%
$10.82 - $12.09 $82.2K - $91.8K
29.9K $357K
IEMG
Ishares Inc

ETFs
2.16K
+ 5.65%
N/A
40.3K $2.16M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.31K
+ 5.69%
$82.38 - $83.0 $108K - $108K
24.2K $2.01M
BX
Blackstone Inc.

Financial Services
62
+ 1.33%
$152.77 - $188.68 $9.47K - $11.7K
4.74K $809K
ED
Consolidated Edison Inc

Utilities
1.08K
+ 18.64%
$95.57 - $105.36 $103K - $113K
6.85K $688K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.64K
+ 6.74%
$48.5 - $50.19 $79.6K - $82.4K
26K $1.3M
GE
General Electric CO

Industrials
135
+ 9.21%
$244.75 - $305.63 $33K - $41.3K
1.6K $481K
DVY
Ishares Tr

ETFs
100
+ 1.05%
$133.88 - $142.57 $13.4K - $14.3K
9.65K $1.37M
IAU
Ishares Gold Trust

ETFs
793
+ 19.14%
$61.62 - $72.77 $48.9K - $57.7K
4.94K $359K
OUNZ
Van Eck Merk Gold Trust

ETFs
729
+ 5.2%
$31.49 - $37.19 $23K - $27.1K
14.8K $548K
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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