Continuum Advisory, LLC Purchases in Q3 2024

Continuum Advisory, LLC

  • $778 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FVD
First Tr Value Line Divid Inde

ETFs
5.76K
+ 10.92%
$40.45 - $45.49 $233K - $262K
58.5K $2.66M
SCHP
Schwab Strategic Us Tips ETF

ETFs
9.02K
+ 121.85%
$51.58 - $53.79 $465K - $485K
16.4K $880K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.44K
+ 10.99%
$95.1 - $106.76 $232K - $260K
24.6K $2.63M
XOM
Exxon Mobil Corp

Energy
3.19K
+ 5.95%
$109.72 - $119.0 $350K - $380K
56.8K $6.66M
ABBV
Abb Vie Inc.

Healthcare
604
+ 4.41%
$163.84 - $199.33 $99K - $120K
14.3K $2.83M
IREN
Iris Energy LTD

Financial Services
50.9K
New
$6.44 - $15.03 $328K - $765K
50.9K $429K
VNQ
Vanguard Specialized Funds Van

ETFs
846
+ 3.58%
$82.97 - $98.97 $70.2K - $83.7K
24.5K $2.39M
TDVG
T Rowe Price Exchange Traded F

Technology
8.3K
+ 38.17%
$37.87 - $40.96 $314K - $340K
30K $1.23M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.3K
+ 1.59%
$74.26 - $78.84 $96.4K - $102K
83K $6.51M
FSIG
First Tr ETF Iv LTD Duration I
19.8K
+ 140.56%
$18.72 - $19.32 $370K - $382K
33.8K $648K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
575
+ 1.88%
$105.53 - $118.34 $60.7K - $68K
31.1K $3.64M
UNH
Unitedhealth Group Inc

Healthcare
208
+ 6.1%
$488.01 - $604.18 $102K - $126K
3.62K $2.12M
AVDV
American Centy ETF Tr Avantis

ETFs
1.96K
+ 5.02%
$62.52 - $71.12 $123K - $139K
41K $2.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.71K
+ 96.6%
$53.41 - $57.9 $305K - $330K
11.6K $671K
IWM
Ishares Russell 2000 ETF

ETFs
568
+ 4.6%
$200.87 - $224.6 $114K - $128K
12.9K $2.85M
RDVY
First Trust Rising Dividend Ac

ETFs
5.42K
+ 108.28%
$53.68 - $59.24 $291K - $321K
10.4K $616K
AMT
American Tower Corp

Real Estate
380
+ 5.77%
$192.27 - $242.73 $73.1K - $92.2K
6.97K $1.62M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.43K
+ 4.54%
$90.87 - $102.43 $130K - $147K
33K $3.26M
RE
Everest Re Group LTD

Financial Services
887
+ 10.35%
N/A
9.45K $3.5M
IXUS
Ishares Tr

ETFs
1.89K
+ 5.13%
$64.9 - $73.35 $123K - $139K
38.7K $2.81M
MA
Mastercard Inc

Financial Services
196
+ 4.65%
$429.6 - $500.99 $84.2K - $98.2K
4.41K $2.18M
VIG
Vanguard Dividend Appreciation

ETFs
1.76K
+ 38.07%
$182.15 - $182.15 $320K - $320K
6.37K $1.16M
AXP
American Express CO

Financial Services
829
+ 40.96%
$225.92 - $271.17 $187K - $225K
2.85K $773K
NEE
Nextera Energy Inc

Utilities
1.42K
+ 10.99%
$69.9 - $84.97 $99K - $120K
14.3K $1.21M
LLY
Eli Lilly & CO

Healthcare
358
+ 31.32%
$772.14 - $960.02 $276K - $344K
1.5K $1.33M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.91K
+ 6.69%
$44.83 - $47.42 $175K - $185K
62.3K $2.93M
ABT
Abbott Laboratories

Healthcare
1.56K
+ 14.2%
$100.07 - $118.13 $156K - $184K
12.5K $1.43M
PM
Philip Morris International Inc.

Consumer Defensive
614
+ 5.89%
$101.25 - $127.45 $62.2K - $78.3K
11K $1.34M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.4K
+ 20.58%
$50.25 - $50.74 $271K - $274K
31.6K $1.6M
BAC
Bank Of America Corp

Financial Services
7.04K
+ 74.64%
$36.65 - $44.13 $258K - $311K
16.5K $653K
SBUX
Starbucks Corp

Consumer Cyclical
1.36K
+ 18.64%
$72.51 - $98.6 $98.9K - $134K
8.68K $846K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.16K
+ 13.85%
$41.95 - $43.42 $216K - $224K
42.4K $1.84M
IEF
Ishares Barclays

ETFs
2.25K
+ 20.1%
$92.67 - $99.14 $209K - $223K
13.4K $1.32M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.86K
+ 16.79%
$81.31 - $83.29 $233K - $238K
19.9K $1.65M
BDX
Becton Dickinson & CO

Healthcare
1.08K
+ 561.46%
$221.47 - $242.41 $239K - $261K
1.27K $306K
V
Visa Inc.

Financial Services
519
+ 5.62%
$253.74 - $291.56 $132K - $151K
9.76K $2.68M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.62K
+ 4.4%
$85.48 - $98.39 $139K - $159K
38.4K $3.71M
WMB
Williams Companies, Inc.

Energy
1.22K
+ 1.95%
$41.24 - $46.22 $50.1K - $56.2K
63.5K $2.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.84K
+ 68.35%
$113.41 - $125.62 $209K - $232K
4.54K $570K
ACN
Accenture PLC

Technology
603
+ 86.64%
$295.44 - $355.81 $178K - $215K
1.3K $459K
AMGN
Amgen Inc

Healthcare
620
+ 13.78%
$309.38 - $337.38 $192K - $209K
5.12K $1.65M
CGXU
Capital Group Intl Focus Equit

ETFs
6.15K
+ 10.98%
$24.27 - $27.46 $149K - $169K
62.1K $1.68M
EFV
Msci Eafe Value ETF

ETFs
3.44K
+ 77.01%
$51.72 - $57.96 $178K - $200K
7.91K $455K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.28K
New
$50.61 - $50.96 $217K - $218K
4.28K $218K
WEC
Wec Energy Group, Inc.

Utilities
1.71K
+ 64.86%
$77.68 - $96.19 $133K - $165K
4.35K $418K
JPM
Jpmorgan Chase & CO

Financial Services
293
+ 1.7%
$194.9 - $224.8 $57.1K - $65.9K
17.5K $3.7M
TT
Trane Technologies PLC

Industrials
187
+ 8.41%
$314.21 - $388.71 $58.8K - $72.7K
2.41K $937K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.41K
+ 12.92%
$49.93 - $51.15 $170K - $175K
29.8K $1.53M
VZ
Verizon Communications Inc

Communication Services
2.21K
+ 7.99%
$38.89 - $45.0 $86.1K - $99.6K
29.9K $1.34M
Activity Summary
Buys All Purchases 1087 New Holdings 348 Increased Positions 739 Sells All Sells 428 Reductions 423 Sold out 5 Options Calls 0 Puts 0
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