Continuum Advisory, LLC Purchases in Q4 2024

Continuum Advisory, LLC

  • $760 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
3.38K
+ 4.83%
$180.88 - $232.93 $612K - $788K
73.4K $16.1M
WMT
Walmart Inc.

Consumer Defensive
25.4K
+ 68.26%
$79.1 - $95.7 $2.01M - $2.43M
62.6K $5.65M
AAPL
Apple Inc.

Technology
307
+ 0.24%
$221.69 - $259.02 $68.1K - $79.5K
126K $31.5M
VXF
Vanguard Extended Market ETF

ETFs
1.33K
+ 1.41%
$179.17 - $207.15 $238K - $275K
95.1K $18.1M
VTI
Vanguard Total Stock Market Et

ETFs
1.62K
+ 2.33%
$280.04 - $302.45 $454K - $490K
71.3K $20.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
338
+ 1.12%
$481.22 - $538.17 $163K - $182K
30.4K $15.5M
GOOGL
Alphabet Inc.

Communication Services
233
+ 0.74%
$161.86 - $196.66 $37.7K - $45.8K
31.8K $6.02M
AVGO
Broadcom Inc.

Technology
171
+ 1.58%
$159.67 - $250.0 $27.3K - $42.8K
11K $2.54M
JPM
Jpmorgan Chase & CO

Financial Services
264
+ 1.51%
$205.18 - $250.29 $54.2K - $66.1K
17.8K $4.27M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
778
+ 7.77%
$521.84 - $558.82 $406K - $435K
10.8K $5.82M
VB
Vanguard Small Cap ETF

ETFs
1.76K
+ 7.98%
$233.76 - $261.58 $410K - $459K
23.8K $5.71M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
10.5K
+ 29.25%
$48.48 - $49.47 $507K - $518K
46.2K $2.25M
GOOG
Alphabet Inc.

Communication Services
222
+ 1.39%
$163.08 - $198.16 $36.2K - $44K
16.2K $3.09M
DDOG
Datadog, Inc.

Technology
10
+ 0.07%
$113.98 - $168.65 $1.14K - $1.69K
14.9K $2.13M
CYBR
Cyber Ark Software Ltd.

Technology
48
+ 0.61%
$274.1 - $333.15 $13.2K - $16K
7.87K $2.62M
DIS
Walt Disney CO

Communication Services
444
+ 2.53%
$92.39 - $117.6 $41K - $52.2K
18K $2.01M
EMLP
First Tr Exchange Traded Iv

ETFs
6.05K
+ 13.06%
$33.69 - $38.24 $204K - $231K
52.4K $1.87M
VONG
Vanguard Russell 1000 Growth E

ETFs
317
+ 0.82%
$95.27 - $107.82 $30.2K - $34.2K
38.8K $4M
CRM
Salesforce, Inc.

Technology
196
+ 5.33%
$270.87 - $367.87 $53.1K - $72.1K
3.87K $1.29M
VUG
Vanguard Growth ETF

ETFs
258
+ 4.05%
$378.79 - $428.11 $97.7K - $110K
6.62K $2.72M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.56K
+ 33.96%
$69.3 - $74.3 $247K - $265K
14.1K $1M
HTLF
Heartland Financial Usa Inc

Financial Services
4.38K
New
$54.47 - $69.06 $239K - $303K
4.38K $268K
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.14K
+ 8.96%
$57.53 - $60.83 $411K - $434K
86.8K $4.99M
VV
Vanguard Large Cap ETF

ETFs
12
+ 0.03%
$260.27 - $280.65 $3.12K - $3.37K
37.5K $10.1M
WFC
Wells Fargo & Company

Financial Services
392
+ 2.52%
$54.98 - $77.35 $21.6K - $30.3K
15.9K $1.12M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.61K
+ 9.76%
$91.29 - $91.8 $238K - $239K
29.3K $2.68M
TDVG
T Rowe Price Exchange Traded F

Technology
6.56K
+ 21.83%
$39.51 - $41.92 $259K - $275K
36.6K $1.45M
URA
Global X Uranium ETF

ETFs
8.03K
+ 1201.8%
$26.78 - $33.46 $215K - $269K
8.7K $232K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.21K
+ 16.92%
$53.94 - $58.15 $173K - $187K
22.2K $1.25M
CGGR
Capital Group Growth ETF Shs C

ETFs
789
+ 1.07%
$34.49 - $39.24 $27.2K - $31K
74.4K $2.77M
SPYG
Spdr Portfolio

ETFs
122
+ 0.33%
$81.74 - $91.38 $9.97K - $11.1K
37.5K $3.3M
EMR
Emerson Electric CO

Industrials
271
+ 2.44%
$108.13 - $134.33 $29.3K - $36.4K
11.4K $1.41M
NFLX
Netflix Inc

Communication Services
65
+ 8.99%
$687.65 - $936.56 $44.7K - $60.9K
788 $702K
PFF
Ishares Trust Ishares Pfd And

ETFs
6.29K
+ 98.03%
$31.23 - $33.51 $196K - $211K
12.7K $399K
RE
Everest Re Group LTD

Financial Services
492
+ 5.2%
N/A
9.95K $3.69M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.36K
+ 27.73%
$90.42 - $94.5 $213K - $223K
10.9K $983K
IYE
Ishares Tr

ETFs
3.7K
New
$43.93 - $51.37 $163K - $190K
3.7K $168K
CTSH
Cognizant Technology Solutions Corp

Technology
2.37K
+ 4.67%
$74.37 - $82.32 $176K - $195K
53K $4.08M
COST
Costco Wholesale Corp

Consumer Defensive
42
+ 0.97%
$873.59 - $994.69 $36.7K - $41.8K
4.35K $3.99M
CF
Cf Industries Holdings, Inc.

Basic Materials
2.17K
+ 5.23%
$81.39 - $94.14 $177K - $205K
43.7K $3.73M
ETR
Entergy Corp

Utilities
6.59K
+ 108.97%
$73.19 - $156.4 $482K - $1.03M
12.6K $957K
AVUV
American Centy ETF Tr Avantis

ETFs
1.16K
+ 1.34%
$94.37 - $106.41 $109K - $123K
87.1K $8.4M
COF
Capital One Financial Corp

Financial Services
220
+ 5.63%
$145.19 - $192.01 $31.9K - $42.2K
4.13K $736K
MA
Mastercard Inc

Financial Services
12
+ 0.27%
$491.3 - $536.15 $5.9K - $6.43K
4.42K $2.33M
CGUS
Capital Group Core Equity ETF
1.83K
+ 1.5%
$33.96 - $36.24 $62.2K - $66.4K
124K $4.34M
AXP
American Express CO

Financial Services
249
+ 8.73%
$267.35 - $305.57 $66.6K - $76.1K
3.1K $920K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.03K
+ 7.46%
$35.45 - $40.33 $178K - $203K
72.5K $2.6M
CGCP
Capital Group Core Plus Income

ETFs
11.4K
+ 9.53%
$22.13 - $23.17 $252K - $264K
131K $2.9M
MGK
Vanguard Mega Cap Growth ETF

ETFs
128
+ 2.88%
$316.94 - $357.88 $40.6K - $45.8K
4.57K $1.57M
Activity Summary
Buys All Purchases 658 New Holdings 86 Increased Positions 572 Sells All Sells 390 Reductions 388 Sold out 2 Options Calls 0 Puts 0
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