Continuum Advisory, LLC Incresed Positions in Q4 2024

Continuum Advisory, LLC

  • $760 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
245
+ 1.0%
$87.85 - $98.6 $21.5K - $24.2K
24.7K $2.2M
AVDV
American Centy ETF Tr Avantis

ETFs
670
+ 1.63%
$63.85 - $70.4 $42.8K - $47.2K
41.7K $2.71M
SCHA
Schwab Strategic Tr Us Small C

ETFs
706
+ 8.43%
$25.33 - $51.16 $17.9K - $36.1K
9.09K $234K
HCA
Hca Healthcare, Inc.

Healthcare
7
+ 0.37%
$297.52 - $415.61 $2.08K - $2.91K
1.92K $576K
ADBE
Adobe Inc.

Technology
66
+ 1.86%
$437.39 - $552.96 $28.9K - $36.5K
3.61K $1.61M
XOM
Exxon Mobil Corp

Energy
2.64K
+ 4.64%
$105.51 - $125.37 $278K - $331K
59.5K $6.4M
ABBV
Abb Vie Inc.

Healthcare
96
+ 0.67%
$164.99 - $203.87 $15.8K - $19.6K
14.4K $2.56M
MSFT
Microsoft Corp

Technology
202
+ 0.46%
$406.35 - $454.46 $82.1K - $91.8K
43.8K $18.5M
AMGN
Amgen Inc

Healthcare
35
+ 0.68%
$258.78 - $328.31 $9.06K - $11.5K
5.15K $1.34M
AMT
American Tower Corp

Real Estate
152
+ 2.18%
$179.4 - $232.01 $27.3K - $35.3K
7.12K $1.31M
SONY
Sony Group Corp

Technology
1
+ 0.02%
$17.53 - $96.8 $17.5 - $96.8
4.8K $101K
CGDV
Capital Group Divid Value ETF

ETFs
17.9K
+ 2.03%
$35.16 - $37.12 $631K - $666K
900K $31.7M
LMT
Lockheed Martin Corp

Industrials
68
+ 1.38%
$479.66 - $614.62 $32.6K - $41.8K
4.98K $2.42M
ACGL
Arch Capital Group Ltd.

Financial Services
1.96K
+ 5.27%
$88.71 - $114.86 $174K - $225K
39.1K $3.61M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.49K
+ 18.52%
$25.93 - $105.3 $38.6K - $157K
9.52K $265K
IEFA
Ishares Tr

ETFs
1.43K
+ 1.45%
$70.06 - $77.43 $100K - $111K
100K $7.03M
HUM
Humana Inc

Healthcare
590
+ 4.33%
$233.89 - $304.18 $138K - $179K
14.2K $3.6M
FNDX
Schwab Fundamental U S Large C

ETFs
2.49K
+ 14.24%
$23.49 - $71.77 $58.4K - $178K
20K $472K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.28K
+ 6.09%
$22.4 - $68.28 $51.1K - $156K
39.8K $921K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
539
+ 0.91%
$22.01 - $66.82 $11.9K - $36K
59.6K $1.35M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.54K
+ 2.72%
$26.93 - $84.95 $176K - $555K
247K $6.76M
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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