Continuum Advisory, LLC Purchases in Q3 2025

Continuum Advisory, LLC

  • $851 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
168
+ 9.61%
$250.97 - $282.66 $42.2K - $47.5K
1.92K $540K
RDVY
First Trust Rising Dividend Ac

ETFs
592
+ 4.64%
$62.38 - $67.29 $36.9K - $39.8K
13.4K $898K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
565
+ 19.51%
$128.6 - $136.01 $72.7K - $76.8K
3.46K $468K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
145
+ 3.33%
$89.32 - $107.82 $13K - $15.6K
4.51K $485K
RSG
Republic Services, Inc.

Industrials
559
+ 26.21%
$225.33 - $246.01 $126K - $138K
2.69K $617K
PANW
Palo Alto Networks Inc

Technology
455
+ 25.35%
$167.06 - $208.19 $76K - $94.7K
2.25K $458K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
272
+ 22.78%
$236.25 - $257.69 $64.3K - $70.1K
1.47K $375K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
919
+ 2.84%
$78.96 - $80.04 $72.6K - $73.6K
33.3K $2.66M
IBM
International Business Machines Corp

Technology
507
+ 11.33%
$234.77 - $292.47 $119K - $148K
4.98K $1.41M
AME
Ametek Inc

Industrials
342
+ 10.88%
$176.44 - $192.03 $60.3K - $65.7K
3.49K $655K
IVE
Ishares S&P 500 Value ETF

ETFs
185
+ 4.44%
$194.44 - $206.51 $36K - $38.2K
4.35K $897K
VONE
Vanguard Russell 1000 ETF

ETFs
4
+ 0.11%
$280.68 - $303.97 $1.12K - $1.22K
3.79K $1.15M
MGV
Vanguard Mega Cap Value

ETFs
369
+ 7.52%
$129.46 - $137.85 $47.8K - $50.9K
5.27K $726K
WMB
Williams Companies, Inc.

Energy
826
+ 1.48%
$56.52 - $64.01 $46.7K - $52.9K
56.6K $3.58M
KR
Kroger CO

Consumer Defensive
1.67K
+ 19.84%
$64.52 - $74.35 $108K - $124K
10.1K $680K
COF
Capital One Financial Corp

Financial Services
362
+ 7.57%
$207.29 - $229.74 $75K - $83.2K
5.14K $1.09M
VNQ
Vanguard Specialized Funds Van

ETFs
158
+ 0.64%
$88.47 - $93.24 $14K - $14.7K
24.7K $2.25M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
94
+ 7.6%
$435.72 - $463.74 $41K - $43.6K
1.33K $617K
CRWD
Crowd Strike Holdings, Inc.

Technology
172
+ 24.19%
$412.46 - $514.1 $70.9K - $88.4K
883 $433K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.2K
+ 2.55%
$12.9 - $13.59 $28.4K - $29.9K
88.4K $1.19M
SUB
Ishares Short Term National Mu

ETFs
555
+ 8.33%
$106.17 - $107.3 $58.9K - $59.6K
7.21K $770K
BALT
Innovator Etfs Tr
1.07K
+ 3.11%
$32.11 - $32.82 $34.3K - $35K
35.4K $1.16M
VBR
Vanguard Small Cap Value ETF

ETFs
83
+ 2.82%
$195.41 - $212.37 $16.2K - $17.6K
3.03K $632K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
484
+ 14.97%
$87.05 - $93.19 $42.1K - $45.1K
3.72K $345K
INTU
Intuit Inc

Technology
128
+ 45.39%
$646.03 - $807.39 $82.7K - $103K
410 $279K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.49K
+ 2.26%
$25.83 - $26.47 $38.4K - $39.3K
67.2K $1.77M
D
Dominion Energy, Inc

Utilities
566
+ 13.28%
$56.32 - $62.1 $31.9K - $35.1K
4.83K $295K
CEG
Constellation Energy Corp

Utilities
137
+ 11.82%
$298.82 - $354.89 $40.9K - $48.6K
1.3K $426K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.85K
+ 12.8%
$25.0 - $25.33 $46.2K - $46.8K
16.3K $411K
VOE
Vanguard Mid Cap Value Index F

ETFs
130
+ 5.12%
$164.63 - $174.58 $21.4K - $22.7K
2.67K $466K
MRK
Merck & Co., Inc.

Healthcare
127
+ 1.63%
$77.6 - $87.37 $9.86K - $11.1K
7.93K $665K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
572
+ 10.82%
$50.32 - $54.01 $28.8K - $30.9K
5.86K $316K
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.49K
+ 4.34%
$29.12 - $29.34 $43.3K - $43.6K
35.8K $1.05M
IXN
Ishares Global Information Tec

ETFs
10
+ 0.24%
$91.28 - $103.32 $913 - $1.03K
4.12K $424K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
697
+ 2.71%
$49.78 - $50.75 $34.7K - $35.4K
26.4K $1.34M
CACI
Caci International Inc

Technology
99
+ 2.22%
N/A
4.55K $1.95M
IWD
Ishares Russell 1000 Val ETF

ETFs
23
+ 0.58%
$192.76 - $203.86 $4.43K - $4.69K
3.96K $805K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.39K
+ 5.35%
$22.89 - $23.7 $31.8K - $32.9K
27.3K $643K
SCHA
Schwab Strategic Tr Us Small C

ETFs
141
+ 1.0%
$25.29 - $28.33 $3.57K - $3.99K
14.2K $395K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
636
+ 4.3%
$59.81 - $60.11 $38K - $38.2K
15.4K $924K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
389
+ 5.9%
$55.15 - $58.11 $21.5K - $22.6K
6.98K $401K
SO
Southern CO

Utilities
289
+ 10.46%
$90.83 - $96.0 $26.2K - $27.7K
3.05K $289K
SLGN
Silgan Holdings Inc

Consumer Cyclical
3.51K
+ 33.69%
$41.5 - $56.76 $145K - $199K
13.9K $598K
RF
Regions Financial Corp

Financial Services
390
+ 4.48%
$24.03 - $27.41 $9.37K - $10.7K
9.09K $239K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
329
+ 14.04%
$92.18 - $95.14 $30.3K - $31.3K
2.67K $254K
XLF
Financial Sector Spdr

ETFs
422
+ 5.93%
$51.37 - $54.25 $21.7K - $22.9K
7.54K $406K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
638
+ 1.88%
$18.82 - $19.8 $12K - $12.6K
34.6K $672K
MBB
Ishares Tr

ETFs
289
+ 8.61%
$92.46 - $95.73 $26.7K - $27.7K
3.65K $346K
AFL
Aflac Inc

Financial Services
157
+ 6.98%
$98.09 - $111.7 $15.4K - $17.5K
2.41K $268K
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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