Continuum Advisory, LLC Incresed Positions in Q1 2025

Continuum Advisory, LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
8
+ 800.0%
$663000.0 - $801950.0 $5.3M - $6.42M
9 $7.19M
INCY
Incyte Corp

Healthcare
61.5K
+ 11127.49%
$60.0 - $75.26 $3.69M - $4.63M
62.1K $3.76M
JCPB
J P Morgan Exchange Traded Fd

ETFs
33.2K
+ 7.22%
$45.56 - $47.23 $1.51M - $1.57M
493K $23.2M
CACI
Caci International Inc

Technology
3.9K
+ 55728.57%
N/A
3.91K $1.67M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.31K
+ 16.1%
$442.66 - $534.52 $580K - $700K
9.45K $5.03M
SCHW
Schwab Charles Corp

Financial Services
14.4K
+ 160.43%
$71.24 - $83.64 $1.03M - $1.21M
23.4K $1.84M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.46K
+ 22.74%
$507.05 - $563.67 $1.24M - $1.38M
13.3K $6.81M
MDT
Medtronic PLC

Healthcare
9.92K
+ 145.9%
$79.84 - $94.5 $792K - $938K
16.7K $1.5M
JPIE
J P Morgan Exchange Traded Fd
19.4K
+ 34.02%
$45.46 - $46.18 $881K - $895K
76.3K $3.52M
XOM
Exxon Mobil Corp

Energy
1.9K
+ 3.19%
$105.44 - $118.93 $200K - $226K
61.4K $7.3M
IEFA
Ishares Tr

ETFs
3.21K
+ 3.21%
$69.57 - $78.65 $223K - $252K
103K $7.81M
LNG
Cheniere Energy, Inc.

Energy
2.28K
+ 17.68%
$209.32 - $253.66 $478K - $579K
15.2K $3.52M
MOH
Molina Healthcare, Inc.

Healthcare
949
+ 9.32%
$266.57 - $333.27 $253K - $316K
11.1K $3.67M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
19.1K
+ 7.7%
$27.01 - $28.54 $515K - $544K
266K $7.45M
COST
Costco Wholesale Corp

Consumer Defensive
578
+ 13.28%
$890.62 - $1076.86 $515K - $622K
4.93K $4.66M
CGDV
Capital Group Divid Value ETF

ETFs
6.89K
+ 0.77%
$34.95 - $37.36 $241K - $258K
907K $32.3M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
11.4K
+ 24.63%
$48.31 - $49.23 $550K - $560K
57.6K $2.83M
ETN
Eaton Corp PLC

Industrials
3.5K
+ 54.27%
$271.83 - $371.23 $951K - $1.3M
9.94K $2.7M
HIG
Hartford Financial Services Group, Inc.

Financial Services
159
+ 0.43%
$106.31 - $123.73 $16.9K - $19.7K
37.4K $4.63M
EMLP
First Tr Exchange Traded Iv

ETFs
12K
+ 22.93%
$35.79 - $38.28 $430K - $460K
64.4K $2.41M
T
At&T Inc.

Communication Services
12K
+ 32.9%
$21.56 - $28.28 $258K - $339K
48.4K $1.37M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.61K
+ 1.28%
$71.17 - $73.66 $186K - $192K
207K $15.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.21K
+ 10.62%
$56.17 - $59.71 $517K - $550K
96K $5.48M
CVX
Chevron Corp

Energy
503
+ 2.97%
$146.71 - $167.97 $73.8K - $84.5K
17.4K $2.92M
ABBV
Abb Vie Inc.

Healthcare
23
+ 0.16%
$169.2 - $216.66 $3.89K - $4.98K
14.4K $3.02M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.75K
+ 4.34%
$73.78 - $76.59 $277K - $287K
90.2K $6.9M
AMGN
Amgen Inc

Healthcare
481
+ 9.33%
$258.59 - $327.36 $124K - $157K
5.64K $1.76M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
6.8K
+ 17.14%
$41.61 - $44.72 $283K - $304K
46.5K $2.01M
LLY
Eli Lilly & CO

Healthcare
333
+ 20.89%
$725.72 - $929.72 $242K - $310K
1.93K $1.59M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.85K
+ 39.83%
$51.45 - $58.51 $455K - $518K
31.1K $1.61M
TMUS
T Mobile Us, Inc.

Communication Services
267
+ 4.4%
$211.3 - $272.83 $56.4K - $72.8K
6.34K $1.69M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.29K
+ 1.7%
$152.57 - $163.66 $196K - $211K
77.2K $12.1M
VZ
Verizon Communications Inc

Communication Services
3.91K
+ 13.22%
$37.81 - $46.49 $148K - $182K
33.5K $1.52M
VTV
Vanguard Value ETF

ETFs
1.33K
+ 5.94%
$167.73 - $179.21 $224K - $239K
23.8K $4.11M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
12.4K
+ 35.99%
$23.32 - $23.84 $289K - $295K
46.8K $1.1M
ABT
Abbott Laboratories

Healthcare
180
+ 1.43%
$111.1 - $140.22 $20K - $25.2K
12.8K $1.7M
WFC
Wells Fargo & Company

Financial Services
3.34K
+ 20.96%
$66.78 - $81.42 $223K - $272K
19.3K $1.38M
BALT
Innovator Etfs Tr
8.33K
+ 101.79%
$31.31 - $31.89 $261K - $265K
16.5K $517K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.24K
+ 4.82%
$37.07 - $40.63 $157K - $172K
92.2K $3.63M
HUM
Humana Inc

Healthcare
369
+ 2.6%
$249.11 - $303.11 $91.9K - $112K
14.6K $3.86M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.85K
+ 5.7%
$49.42 - $50.43 $240K - $244K
89.9K $4.49M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
2.05K
+ 0.72%
$18.46 - $19.19 $37.9K - $39.4K
286K $5.49M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
630
+ 1.17%
$48.65 - $53.06 $30.6K - $33.4K
54.4K $2.83M
REZ
Ishares Tr Residential And Mul

ETFs
909
+ 3.76%
$78.21 - $88.48 $71.1K - $80.4K
25.1K $2.17M
VO
Vanguard Mid Cap ETF

ETFs
1.23K
+ 5.96%
$251.87 - $277.95 $311K - $343K
21.9K $5.67M
AGI
Alamos Gold Inc

Basic Materials
7.33K
+ 808.94%
$18.69 - $26.74 $137K - $196K
8.24K $220K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.13K
+ 4.77%
$44.72 - $46.25 $140K - $145K
68.8K $3.17M
HDV
Ishares Core High Dividend ETF

ETFs
1.27K
+ 26.14%
$110.86 - $121.12 $141K - $154K
6.14K $743K
PMAR
Innovator U.S. Equity Power Bu

ETFs
4.97K
+ 37.05%
$39.51 - $41.0 $196K - $204K
18.4K $734K
Activity Summary
Buys All Purchases 651 New Holdings 132 Increased Positions 519 Sells All Sells 570 Reductions 568 Sold out 2 Options Calls 0 Puts 0
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