Continuum Advisory, LLC Incresed Positions in Q3 2025

Continuum Advisory, LLC

  • $851 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
610
+ 11.16%
$695.21 - $791.73 $424K - $483K
6.07K $4.46M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
462
+ 0.28%
$39.8 - $42.86 $18.4K - $19.8K
167K $7.13M
PID
Invesco Exchange Traded Fd Tr

ETFs
21.6K
+ 28.22%
N/A
98.3K $1.76M
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
KO
Coca Cola CO

Consumer Defensive
5.9K
+ 48.6%
$65.67 - $71.67 $388K - $423K
18K $1.2M
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
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
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
IDA
Idacorp Inc

Utilities
1.03K
+ 16.92%
$115.16 - $132.15 $118K - $136K
7.09K $936K
MGK
Vanguard Mega Cap Growth ETF

ETFs
130
+ 2.56%
$362.31 - $405.74 $47.1K - $52.7K
5.22K $2.1M
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 0.17%
$357.4 - $423.42 $3.57K - $4.23K
5.97K $2.42M
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
HYG
Ishares Tr

ETFs
2.64K
+ 15.57%
$79.85 - $81.32 $211K - $215K
19.6K $1.59M
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
PFE
Pfizer Inc

Healthcare
7.06K
+ 37.97%
$23.29 - $25.88 $164K - $183K
25.7K $653K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.87K
+ 34.56%
$87.29 - $93.61 $163K - $175K
7.28K $679K
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
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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