CA

Continuum Advisory, LLC

13F
Continuum Advisory, LLC
Last update 2025-04-23 1656 Stocks (132 new)
Value $776.00 Mil Turnover 10 %
Countries:
Top Holdings: CGDV(4.16%)AAPL(3.79%)JCPB(2.99%)VTI(2.56%)CGCB(2.25%)
Summary Stock Picks Current Portfolio
Continuum Advisory, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CGDV 		Capital Group Dividend Value ETF
907,062
32,327.7
+0.77%
4.160
+0.03%
0.200
+0.11%
+5.00%
16,248.7
 
AAPL 		Apple Inc
132,387
29,407.2
+5.11%
3.790
+0.18%
0.000
-17.02%
-19.77%
2,993,438.2
Hardware
JCPB 		JPMorgan Core Plus Bond ETF
493,146
23,197.6
+7.22%
2.990
+0.20%
0.370
-0.86%
+2.06%
6,405.6
 
VTI 		Vanguard Total Stock Market ETF
72,394
19,896.9
+1.56%
2.560
+0.04%
0.000
-0.94%
+0.14%
448,715.6
 
CGCB 		Capital Group Core Bond ETF
664,244
17,456.3
+380.58%
2.250
+1.78%
0.840
-0.93%
+1.88%
2,227.7
 
VXF 		Vanguard Extended Market Index ETF
96,660
16,650.6
+1.62%
2.140
+0.03%
0.070
-2.07%
-3.18%
20,299.9
 
MSFT 		Microsoft Corp
43,275
16,245.2
-1.25%
2.090
-0.03%
0.000
+15.42%
+8.92%
3,399,348.3
Software
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund
613,791
16,173.4
+103,406.07%
2.080
+2.08%
0.390
-0.11%
+2.51%
5,214.9
 
BND 		Vanguard Total Bond Market ETF
206,893
15,196.3
+1.28%
1.960
+0.02%
0.010
-0.82%
+1.93%
128,446.1
 
QQQ 		INVESCO QQQ Trust
31,177
14,619.5
+2.56%
1.880
+0.05%
0.000
+2.27%
+1.65%
330,182.4
 

Continuum Advisory, LLC's Historical Top Holdings Breakdowns

Continuum Advisory, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund2025-03-31Add
+2.08%
●
25.77 ($26.17) 26.48
$26.09
-0.31%
Add 103406.07%
613,791
613,198
CGCB 		Capital Group Core Bond ETF2025-03-31Add
+1.78%
●
25.45 ($26.02) 26.41
$25.93
-0.35%
Add 380.58%
664,244
526,028
TLT 		iShares 20+ Year Treasury Bond ETF2025-03-31Reduce
-1.77%
●
85.29 ($89.02) 92.57
$85.35
-4.12%
Reduce -91.5%
14,623
-157,360
B Unlock Delisted Barnes Group Inc2025-03-31Sold Out
-1.69%
●
47.18 ($47.31) 47.48
$47.48
0.36%
Sold Out
0
-279,081
AVUV 		Avantis U.S. Small Cap Value ETF2025-03-31Reduce
-1.00%
●
84.96 ($93.96) 100.71
$88.41
-5.91%
Reduce -92.64%
6,410
-80,649
BRK.A 		Berkshire Hathaway Inc2025-03-31Add
+0.83%
●
663000 ($729331) 801950
$754,820.00
3.49%
Add 800%
9
8
INCY 		Incyte Corp2025-03-31Add
+0.48%
●
60 ($69.73) 75.26
$64.93
-6.88%
Add 11127.49%
62,088
61,535
ACGL 		Arch Capital Group Ltd2025-03-31Reduce
-0.45%
●
88.13 ($92.28) 96.94
$92.98
0.76%
Reduce -98.59%
552
-38,540
INDA 		iShares MSCI India ETF2025-03-31Reduce
-0.32%
●
47.8 ($50.38) 53.4
$54.28
7.75%
Reduce -98.5%
702
-46,207
DDOG 		Datadog Inc2025-03-31Reduce
-0.27%
●
98.68 ($126.18) 151.89
$116.30
-7.83%
Reduce -99.54%
68
-14,807

Continuum Advisory, LLC Total Holding History ($B)

To

Continuum Advisory, LLC's Asset Allocation

To

Continuum Advisory, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Continuum Advisory, LLC's Hypothetical Growth since 2025-03-31

Continuum Advisory, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Continuum Advisory, LLC's Holdings Heat Map

Size field:

Continuum Advisory, LLC's Holdings Bubble Chart

Continuum Advisory, LLC News

  • 1

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