Continuum Advisory, LLC Incresed Positions in Q4 2024

Continuum Advisory, LLC

  • $760 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
270
+ 36.78%
$417.69 - $450.94 $113K - $122K
1K $427K
SCHW
Schwab Charles Corp

Financial Services
448
+ 5.24%
$63.31 - $82.85 $28.4K - $37.1K
9K $666K
PLTR
Palantir Technologies Inc.

Technology
98
+ 3.81%
$36.46 - $82.38 $3.57K - $8.07K
2.67K $201K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.83K
+ 6.25%
$77.86 - $79.27 $143K - $145K
31.2K $2.43M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.88K
+ 16.54%
$23.29 - $23.93 $114K - $117K
34.4K $807K
TMUS
T Mobile Us, Inc.

Communication Services
43
+ 0.71%
$206.1 - $246.94 $8.86K - $10.6K
6.07K $1.34M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.99K
+ 7.04%
$42.33 - $43.3 $126K - $129K
45.4K $1.93M
VIG
Vanguard Dividend Appreciation

ETFs
506
+ 7.94%
N/A
6.88K $1.25M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.52K
+ 15.37%
$59.74 - $60.03 $91K - $91.4K
11.4K $683K
MS
Morgan Stanley

Financial Services
87
+ 2.45%
$104.42 - $134.99 $9.08K - $11.7K
3.64K $457K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.47K
+ 29.9%
$39.3 - $41.34 $97K - $102K
10.7K $422K
BAC
Bank Of America Corp

Financial Services
237
+ 1.44%
$39.22 - $47.77 $9.3K - $11.3K
16.7K $734K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
350
+ 48.08%
$201.32 - $217.44 $70.5K - $76.1K
1.08K $223K
CAT
Caterpillar Inc

Industrials
281
+ 24.18%
$360.37 - $416.88 $101K - $117K
1.44K $523K
SHOP
Shopify Inc.

Technology
591
+ 234.52%
$78.14 - $119.49 $46.2K - $70.6K
843 $89K
PWR
Quanta Services, Inc.

Industrials
35
+ 1.16%
$296.05 - $346.6 $10.4K - $12.1K
3.04K $961K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.7K
+ 18.63%
$47.77 - $51.75 $81K - $87.7K
10.8K $521K
VOT
Vanguard Mid Cap Growth Index

ETFs
174
+ 11.29%
$241.48 - $274.89 $42K - $47.8K
1.72K $435K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.01K
+ 5.06%
$81.68 - $82.93 $82.3K - $83.6K
20.9K $1.71M
C
Citigroup Inc

Financial Services
120
+ 1.88%
$61.31 - $72.5 $7.36K - $8.7K
6.52K $458K
CFG
Citizens Financial Group Inc

Financial Services
802
+ 9.69%
$39.92 - $48.46 $32K - $38.9K
9.08K $397K
IWY
Ishares Tr Russell 200 Growth

ETFs
232
+ 113.17%
$216.72 - $244.71 $50.3K - $56.8K
437 $102K
TJX
Tjx Companies Inc

Consumer Cyclical
327
+ 6.58%
$112.15 - $127.2 $36.7K - $41.6K
5.3K $639K
ENB
Enbridge Inc

Energy
712
+ 4.98%
$40.4 - $43.92 $28.8K - $31.3K
15K $636K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
34
+ 0.06%
$46.48 - $51.32 $1.58K - $1.74K
53.8K $2.59M
AVB
Avalonbay Communities Inc

Real Estate
244
+ 12200.0%
$216.28 - $237.81 $52.8K - $58K
246 $54K
HDV
Ishares Core High Dividend ETF

ETFs
683
+ 16.32%
$110.82 - $121.28 $75.7K - $82.8K
4.87K $546K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
342
+ 12.14%
$119.61 - $136.3 $40.9K - $46.6K
3.16K $390K
KMI
Kinder Morgan, Inc.

Energy
16
+ 0.17%
$22.59 - $28.54 $361 - $457
9.45K $259K
TFC
Truist Financial Corp

Financial Services
980
+ 12.09%
$41.51 - $48.1 $40.7K - $47.1K
9.08K $394K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
797
+ 7.27%
$77.02 - $78.58 $61.4K - $62.6K
11.8K $908K
VONE
Vanguard Russell 1000 ETF

ETFs
65
+ 1.55%
$257.18 - $277.76 $16.7K - $18.1K
4.26K $1.14M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
31
+ 4.4%
$173.13 - $258.09 $5.37K - $8K
736 $169K
CRWD
Crowd Strike Holdings, Inc.

Technology
1
+ 0.14%
$275.15 - $388.2 $275 - $388
718 $245K
IEMG
Ishares Inc

ETFs
804
+ 2.53%
N/A
32.6K $1.75M
T
At&T Inc.

Communication Services
643
+ 1.8%
$21.22 - $23.88 $13.6K - $15.4K
36.4K $828K
PNC
Pnc Financial Services Group, Inc.

Financial Services
175
+ 20.25%
$178.39 - $215.0 $31.2K - $37.6K
1.04K $200K
OEF
Ishares S&P 100 ETF

ETFs
157
+ 0.46%
N/A
34.6K $9.2M
SPOT
Spotify Technology S.A.

Communication Services
36
+ 11.5%
$362.95 - $502.38 $13.1K - $18.1K
349 $156K
XLY
Select Sector Spdr Consumer Di

ETFs
15
+ 1.07%
$194.8 - $239.43 $2.92K - $3.59K
1.42K $317K
MO
Altria Group, Inc.

Consumer Defensive
312
+ 2.08%
$49.06 - $57.74 $15.3K - $18K
15.3K $800K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.39K
+ 5.44%
$45.07 - $47.1 $153K - $160K
65.7K $2.97M
VO
Vanguard Mid Cap ETF

ETFs
101
+ 0.49%
$261.5 - $284.63 $26.4K - $28.7K
20.7K $5.47M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
57
+ 114.0%
$563.99 - $620.12 $32.1K - $35.3K
107 $60K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.05K
+ 112.97%
$29.77 - $30.19 $31.4K - $31.8K
1.99K $59K
PANW
Palo Alto Networks Inc

Technology
860
+ 106.57%
$181.96 - $405.9 $156K - $349K
1.67K $303K
OKE
Oneok Inc

Energy
147
+ 10.25%
$92.28 - $117.05 $13.6K - $17.2K
1.58K $158K
MELI
Mercadolibre Inc

Consumer Cyclical
20
+ 117.65%
$1666.0 - $2117.3 $33.3K - $42.3K
37 $62K
GS
Goldman Sachs Group Inc

Financial Services
10
+ 3.47%
$486.1 - $608.57 $4.86K - $6.09K
298 $170K
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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