Continuum Advisory, LLC Purchases in Q3 2025

Continuum Advisory, LLC

  • $851 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
161
+ 9.78%
N/A
1.81K $351K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
566
+ 14.37%
$50.82 - $51.09 $28.8K - $28.9K
4.51K $230K
APAM
Artisan Partners Asset Management Inc.

Financial Services
993
+ 6.88%
$43.4 - $48.34 $43.1K - $48K
15.4K $669K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
486
+ 1.39%
$28.95 - $29.73 $14.1K - $14.4K
35.5K $1.06M
CB
Chubb LTD

Financial Services
125
+ 14.12%
$265.99 - $289.59 $33.2K - $36.2K
1.01K $285K
ADP
Automatic Data Processing Inc

Industrials
151
+ 12.46%
$288.69 - $310.94 $43.6K - $47K
1.36K $400K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
484
+ 2.55%
$50.53 - $50.82 $24.5K - $24.6K
19.5K $987K
GILD
Gilead Sciences, Inc.

Healthcare
209
+ 4.24%
$108.22 - $120.47 $22.6K - $25.2K
5.14K $570K
PAYX
Paychex Inc

Industrials
731
+ 19.19%
$126.69 - $147.99 $92.6K - $108K
4.54K $575K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
192
+ 3.45%
$47.56 - $49.7 $9.13K - $9.54K
5.75K $284K
HYDB
Ishares Tr Edge High Yield Def

ETFs
31
+ 0.09%
$47.03 - $47.97 $1.46K - $1.49K
34.9K $1.67M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
10
+ 0.44%
$121.99 - $134.19 $1.22K - $1.34K
2.28K $296K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
215
+ 2.29%
$46.67 - $49.54 $10K - $10.7K
9.61K $467K
EPD
Enterprise Products Partners L.P.

Energy
295
+ 3.85%
$30.74 - $32.14 $9.07K - $9.48K
7.95K $248K
IRM
Iron Mountain Inc

Real Estate
104
+ 5.27%
$89.46 - $104.46 $9.3K - $10.9K
2.08K $211K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
10K
New
$0.94 - $1.37 $9.4K - $13.7K
10K $9K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
65
+ 1.21%
$37.98 - $39.81 $2.47K - $2.59K
5.46K $211K
Pimco ETF Tr
153K
+ 19.83%
N/A
926K $0
Capital Grp Fixed Incm ETF T
170K
+ 22.89%
N/A
913K $0
CGMS
Capital Grp Core Plus Income E
3.94K
+ 24.11%
N/A
20.3K $0
CGSD
Capital Grp Core Plus Income E
1.25K
+ 5.91%
N/A
22.4K $0
Capital Group Dividend Growe
1.77K
+ 13.95%
N/A
14.5K $0
Capital Group Conservative E
17.5K
New
N/A
17.5K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
976
+ 4.59%
N/A
22.2K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
126
+ 0.86%
N/A
14.8K $0
Simplify Exchange Traded Fun
81.9K
New
N/A
81.9K $0
Ishares Bitcoin Trust ETF
985
+ 11.06%
N/A
9.89K $0
Ge Vernova Inc
111
+ 16.74%
N/A
774 $0
Flagstar Financial Inc
2.52K
+ 3.07%
N/A
84.8K $0
Innovator Etfs Trust
26.4K
New
N/A
26.4K $0
Ishares Ethereum Tr
9.68K
New
N/A
9.68K $0
Tempus Ai Inc
1.28K
+ 7.34%
N/A
18.7K $0
Capital Group Core Balanced
20.8K
+ 85.8%
N/A
45K $0
Rbb Fund Trust
160K
New
N/A
160K $0
Simplify Exchange Traded Fun
424K
New
N/A
424K $0
Linde PLC
719
+ 28.58%
N/A
3.24K $0
PSEP
Innovator U.S. Equity Power Bu
1.79K
+ 7.0%
N/A
27.4K $0
CMCSA
Comcast Corp

Communication Services
17.1K
+ 12.76%
$31.41 - $36.33 $537K - $621K
151K $4.75M
PGR
Progressive Corp

Financial Services
78
+ 2.81%
$238.61 - $264.3 $18.6K - $20.6K
2.86K $705K
EOG
Eog Resources Inc

Energy
82
+ 1.19%
$112.12 - $126.1 $9.19K - $10.3K
6.97K $781K
NFLX
Netflix Inc

Communication Services
76
+ 7.47%
$1147.87 - $1297.18 $87.2K - $98.6K
1.09K $1.31M
LNG
Cheniere Energy, Inc.

Energy
270
+ 1.91%
$222.68 - $244.28 $60.1K - $66K
14.4K $3.38M
PM
Philip Morris International Inc.

Consumer Defensive
659
+ 7.44%
$157.77 - $183.27 $104K - $121K
9.52K $1.54M
CTAS
Cintas Corp

Industrials
56
+ 0.82%
$199.29 - $226.27 $11.2K - $12.7K
6.89K $1.42M
ISRG
Intuitive Surgical Inc

Healthcare
221
+ 9.82%
$433.66 - $544.47 $95.8K - $120K
2.47K $1.11M
UPS
United Parcel Service Inc

Industrials
16
+ 0.23%
$82.58 - $105.54 $1.32K - $1.69K
7.12K $594K
IBN
Icici Bank LTD

Financial Services
1.52K
+ 2.21%
$30.23 - $34.41 $46K - $52.4K
70.4K $2.13M
CRM
Salesforce, Inc.

Technology
2.04K
+ 10.12%
$231.66 - $273.65 $473K - $559K
22.2K $5.27M
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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