Continuum Advisory, LLC Incresed Positions in Q4 2024

Continuum Advisory, LLC

  • $760 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCHP
Microchip Technology Inc

Technology
44
+ 15.33%
$55.51 - $79.05 $2.44K - $3.48K
331 $18K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
9
+ 0.52%
$115.64 - $129.74 $1.04K - $1.17K
1.74K $202K
DHI
Horton D R Inc

Consumer Cyclical
100
+ 25.84%
$137.24 - $194.56 $13.7K - $19.5K
487 $68K
CCI
Crown Castle International Corp

Real Estate
1
+ 0.51%
$89.78 - $119.11 $89.8 - $119
198 $17K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
35
+ 3.14%
$64.62 - $71.43 $2.26K - $2.5K
1.15K $74K
VICI
Vici Properties Inc.

Real Estate
19
+ 1.19%
$28.27 - $33.19 $537 - $631
1.62K $47K
CARR
Carrier Global Corp

Industrials
248
+ 13.14%
$66.69 - $82.65 $16.5K - $20.5K
2.14K $145K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15.4K
+ 9.94%
$34.13 - $37.35 $525K - $575K
170K $5.81M
SNY
Sanofi

Healthcare
56
+ 5.33%
$45.89 - $57.31 $2.57K - $3.21K
1.11K $53K
FNDF
Schwab Fundamental Intl Large

ETFs
11
+ 0.6%
$32.92 - $37.15 $362 - $409
1.86K $61K
NVS
Novartis Ag

Healthcare
95
+ 10.26%
$96.78 - $117.18 $9.19K - $11.1K
1.02K $99K
JPEM
Jp Morgan Diversified Return

ETFs
28
+ 1.76%
$51.88 - $57.84 $1.45K - $1.62K
1.62K $83K
IBB
Ishares Biotechnology ETF

ETFs
1
+ 0.17%
$131.21 - $148.85 $131 - $149
600 $79K
UNP
Union Pacific Corp

Industrials
10
+ 1.94%
$223.15 - $249.32 $2.23K - $2.49K
526 $119K
FCX
Freeport Mcmoran Inc

Basic Materials
11
+ 1.49%
$38.08 - $50.82 $419 - $559
751 $28K
AMAT
Applied Materials Inc

Technology
207
+ 20.0%
$161.44 - $213.89 $33.4K - $44.3K
1.24K $201K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
119
+ 4.7%
$68.25 - $75.42 $8.12K - $8.97K
2.65K $181K
FSIG
First Tr ETF Iv LTD Duration I
65
+ 0.19%
$18.8 - $19.23 $1.22K - $1.25K
33.9K $639K
VCIT
Vanguard Intermediate Term Cor

ETFs
24
+ 0.72%
$80.13 - $83.77 $1.92K - $2.01K
3.34K $268K
HL
Hecla Mining CO

Basic Materials
24
+ 0.45%
$4.86 - $7.53 $117 - $181
5.32K $26K
HRB
H&R Block Inc

Consumer Cyclical
50
+ 4.48%
$52.14 - $63.36 $2.61K - $3.17K
1.17K $61K
DTE
Dte Energy CO

Utilities
15
+ 1.05%
$117.04 - $129.77 $1.76K - $1.95K
1.44K $174K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3
+ 0.02%
$47.26 - $48.18 $142 - $145
12.1K $573K
AZN
Astrazeneca PLC

Healthcare
91
+ 7.59%
$63.2 - $79.58 $5.75K - $7.24K
1.29K $84K
SNPS
Synopsys Inc

Technology
25
+ 2.4%
$485.36 - $588.0 $12.1K - $14.7K
1.07K $518K
TT
Trane Technologies PLC

Industrials
99
+ 4.11%
$369.35 - $419.14 $36.6K - $41.5K
2.51K $927K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4
+ 0.07%
$51.09 - $55.27 $204 - $221
5.96K $304K
SCHO
Schwab Short Term Us Treasury

ETFs
10
+ 2.36%
$24.06 - $48.88 $241 - $489
433 $10K
BBY
Best Buy CO Inc

Consumer Cyclical
2
+ 0.3%
$85.2 - $101.35 $170 - $203
665 $57K
GE
General Electric CO

Industrials
68
+ 6.85%
$159.95 - $194.23 $10.9K - $13.2K
1.06K $176K
SPGI
S&P Global Inc.

Financial Services
33
+ 2.14%
$480.36 - $529.17 $15.9K - $17.5K
1.58K $785K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
58
+ 2.21%
$55.45 - $61.08 $3.22K - $3.54K
2.68K $148K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
3
+ 0.05%
$29.02 - $32.11 $87.1 - $96.3
6.53K $189K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.05K
+ 136.42%
$27.54 - $83.04 $28.8K - $86.8K
1.81K $50K
PHM
Pultegroup Inc

Consumer Cyclical
23
+ 4.79%
$108.86 - $149.04 $2.5K - $3.43K
503 $54K
DEO
Diageo PLC

Consumer Defensive
93
+ 4.45%
$118.0 - $139.88 $11K - $13K
2.18K $277K
FNF
Fidelity National Financial, Inc.

Financial Services
40
+ 1.3%
$55.19 - $63.83 $2.21K - $2.55K
3.13K $175K
PFG
Principal Financial Group Inc

Financial Services
4
+ 0.2%
$74.91 - $91.26 $300 - $365
2.01K $155K
DD
Du Pont De Nemours, Inc.

Basic Materials
65
+ 3.85%
$75.95 - $88.05 $4.94K - $5.72K
1.75K $133K
MDT
Medtronic PLC

Healthcare
576
+ 9.25%
$79.61 - $92.24 $45.9K - $53.1K
6.8K $543K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
57
+ 0.86%
$33.39 - $37.66 $1.9K - $2.15K
6.72K $224K
DVY
Ishares Tr

ETFs
116
+ 1.32%
$129.55 - $143.41 $15K - $16.6K
8.91K $1.17M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
18
+ 0.39%
$50.06 - $55.0 $901 - $990
4.64K $232K
IVE
Ishares S&P 500 Value ETF

ETFs
43
+ 0.98%
$189.5 - $206.17 $8.15K - $8.87K
4.41K $841K
VSAT
Viasat Inc

Technology
3.94K
+ 24.98%
$6.83 - $11.56 $26.9K - $45.5K
19.7K $167K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.46K
+ 2.39%
$25.25 - $26.34 $36.9K - $38.5K
62.7K $1.59M
LYG
Lloyds Banking Group PLC

Financial Services
4.59K
+ 5.02%
$2.67 - $3.23 $12.2K - $14.8K
95.9K $260K
LAMR
Lamar Advertising CO

Real Estate
213
+ 5.11%
$121.37 - $138.11 $25.9K - $29.4K
4.39K $533K
EIX
Edison International

Utilities
150
+ 3.0%
$77.93 - $88.36 $11.7K - $13.3K
5.14K $410K
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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