Continuum Advisory, LLC Incresed Positions in Q4 2024

Continuum Advisory, LLC

  • $760 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
224
+ 4.23%
$75.1 - $82.99 $16.8K - $18.6K
5.52K $417K
NUDM
Nuveen Esg International Devel

ETFs
28
+ 0.36%
$30.06 - $33.38 $842 - $935
7.75K $233K
HYDB
Ishares Tr Edge High Yield Def

ETFs
203
+ 0.58%
$46.68 - $47.95 $9.48K - $9.73K
35.1K $1.65M
INTC
Intel Corp

Technology
150
+ 1.69%
$19.07 - $26.23 $2.86K - $3.93K
9.02K $180K
UPS
United Parcel Service Inc

Industrials
9
+ 0.31%
$122.65 - $138.35 $1.1K - $1.25K
2.89K $364K
LHX
L3 Harris Technologies, Inc.

Industrials
15
+ 1.27%
$208.94 - $264.22 $3.13K - $3.96K
1.2K $251K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
291
+ 0.52%
$57.38 - $61.11 $16.7K - $17.8K
56K $3.27M
PSA
Public Storage

Real Estate
3
+ 0.55%
$289.33 - $360.21 $868 - $1.08K
552 $165K
EFV
Msci Eafe Value ETF

ETFs
105
+ 1.33%
$51.78 - $57.15 $5.44K - $6K
8.02K $420K
CMCSA
Comcast Corp

Communication Services
1.03K
+ 5.81%
$37.39 - $45.14 $38.4K - $46.4K
18.7K $701K
QCOM
Qualcomm Inc

Technology
106
+ 3.17%
$150.4 - $178.04 $15.9K - $18.9K
3.45K $529K
EFG
Msci Eafe Growth ETF

ETFs
56
+ 1.24%
$96.83 - $106.88 $5.42K - $5.99K
4.56K $441K
OMC
Omnicom Group Inc.

Communication Services
285
+ 7.19%
$85.82 - $105.47 $24.5K - $30.1K
4.25K $365K
EMB
Ishares Tr

ETFs
9
+ 0.09%
$88.94 - $93.46 $800 - $841
10K $893K
CGXU
Capital Group Intl Focus Equit

ETFs
4K
+ 6.43%
$24.67 - $26.94 $98.6K - $108K
66.1K $1.63M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
64
+ 0.21%
$113.92 - $127.38 $7.29K - $8.15K
31.2K $3.59M
CSX
Csx Corp

Industrials
275
+ 1.09%
$31.58 - $36.88 $8.68K - $10.1K
25.5K $823K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.39K
+ 4.08%
$74.5 - $78.37 $252K - $266K
86.4K $6.46M
DUK
Duke Energy Corp

Utilities
33
+ 0.48%
$105.76 - $120.76 $3.49K - $3.99K
6.96K $749K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
974
+ 1.3%
$154.42 - $163.91 $150K - $160K
75.9K $11.8M
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 0.47%
$288.47 - $316.54 $5.48K - $6.01K
4.09K $1.19M
ELV
Elevance Health, Inc.

Healthcare
133
+ 19.0%
$365.96 - $514.62 $48.7K - $68.4K
833 $307K
IQV
Iqvia Holdings Inc.

Healthcare
64
+ 3.68%
$190.97 - $236.63 $12.2K - $15.1K
1.8K $354K
HD
Home Depot, Inc.

Consumer Cyclical
88
+ 1.52%
$385.02 - $431.37 $33.9K - $38K
5.88K $2.29M
PGR
Progressive Corp

Financial Services
642
+ 4.25%
$239.6 - $268.88 $154K - $173K
15.7K $3.77M
IEF
Ishares Barclays

ETFs
138
+ 1.03%
$92.08 - $98.18 $12.7K - $13.5K
13.6K $1.26M
HII
Huntington Ingalls Industries, Inc.

Industrials
88
+ 8.26%
$184.96 - $264.65 $16.3K - $23.3K
1.15K $218K
KLAC
Kla Corp

Technology
18
+ 3.42%
$614.46 - $829.55 $11.1K - $14.9K
544 $342K
NXPI
Nxp Semiconductors N.V.

Technology
35
+ 1.5%
$207.27 - $255.58 $7.25K - $8.95K
2.37K $493K
FANG
Diamondback Energy, Inc.

Energy
752
+ 3.33%
$153.06 - $199.5 $115K - $150K
23.4K $3.83M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.03K
+ 4.17%
$99.2 - $108.47 $102K - $111K
25.6K $2.55M
SOXX
Ishares Semiconductor ETF

ETFs
7
+ 0.13%
$211.27 - $239.8 $1.48K - $1.68K
5.5K $1.18M
NOC
Northrop Grumman Corp

Industrials
6
+ 0.41%
$466.52 - $543.88 $2.8K - $3.26K
1.48K $695K
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.36K
+ 101.27%
$25.79 - $80.4 $86.7K - $270K
6.68K $174K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
11
+ 0.7%
$396.64 - $516.74 $4.36K - $5.68K
1.58K $634K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.28K
+ 1.53%
$49.87 - $52.46 $63.7K - $67K
85K $4.24M
LLY
Eli Lilly & CO

Healthcare
93
+ 6.2%
$727.2 - $932.06 $67.6K - $86.7K
1.59K $1.23M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
435
+ 2.39%
$60.13 - $67.31 $26.2K - $29.3K
18.6K $1.13M
VTV
Vanguard Value ETF

ETFs
102
+ 0.46%
$168.32 - $181.87 $17.2K - $18.6K
22.5K $3.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.69K
+ 40.23%
$18.41 - $40.87 $49.6K - $110K
9.39K $173K
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.3K
+ 3.7%
$71.75 - $75.11 $524K - $548K
204K $14.7M
ASML
Asml Holding Nv

Technology
6
+ 0.65%
$658.43 - $872.27 $3.95K - $5.23K
923 $639K
CTAS
Cintas Corp

Industrials
133
+ 1.99%
$182.7 - $226.47 $24.3K - $30.1K
6.81K $1.24M
ZTS
Zoetis Inc.

Healthcare
24
+ 0.58%
$162.24 - $194.42 $3.89K - $4.67K
4.19K $681K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.47K
+ 4.09%
$107.06 - $123.74 $157K - $181K
37.3K $4.08M
VEA
Vanguard Ftse Developed Market

ETFs
4
+ 0.01%
$47.57 - $52.44 $190 - $210
30.3K $1.45M
REZ
Ishares Tr Residential And Mul

ETFs
296
+ 1.24%
$79.04 - $89.77 $23.4K - $26.6K
24.2K $1.96M
NVO
Novo Nordisk A S

Healthcare
40
+ 0.75%
$85.0 - $120.04 $3.4K - $4.8K
5.36K $461K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.85K
+ 2.14%
$38.37 - $42.82 $70.8K - $79K
88K $3.38M
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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