Continuum Advisory, LLC Incresed Positions in Q4 2024

Continuum Advisory, LLC

  • $760 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
4
+ 2.84%
$867.18 - $1148.42 $3.47K - $4.59K
145 $153K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
419
+ 2.98%
N/A
14.5K $904K
VGT
Vanguard Information Technolog

ETFs
2
+ 0.29%
$571.78 - $647.97 $1.14K - $1.3K
700 $435K
XPO
Xpo Logistics, Inc.

Industrials
25
+ 2.78%
$105.35 - $158.2 $2.63K - $3.95K
925 $121K
KMX
Carmax Inc

Consumer Cyclical
104
+ 2.94%
$71.11 - $87.2 $7.4K - $9.07K
3.64K $297K
PJUL
Innovator U.S. Equity Power Bu

ETFs
149
+ 0.6%
$40.12 - $41.68 $5.98K - $6.21K
25.2K $1.04M
BIBL
Northern Lts Fd Tr Iv

ETFs
793
+ 16.11%
$38.73 - $42.41 $30.7K - $33.6K
5.72K $222K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
939
+ 275.37%
$23.42 - $24.2 $22K - $22.7K
1.28K $30K
BMY
Bristol Myers Squibb CO

Healthcare
227
+ 15.07%
$51.92 - $59.94 $11.8K - $13.6K
1.73K $98K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
984
+ 7.91%
$45.17 - $47.23 $44.4K - $46.5K
13.4K $608K
FVD
First Tr Value Line Divid Inde

ETFs
2.93K
+ 5.02%
$43.4 - $46.7 $127K - $137K
61.4K $2.68M
IWS
Ishares Russell Midcap Value E

ETFs
220
+ 8.36%
$128.08 - $140.32 $28.2K - $30.9K
2.85K $368K
CPRT
Copart Inc

Consumer Cyclical
252
+ 26.2%
$51.36 - $63.8 $12.9K - $16.1K
1.21K $69K
DLR
Digital Realty Trust, Inc.

Real Estate
82
+ 25.0%
$156.46 - $195.69 $12.8K - $16K
410 $72K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
249
+ 17.39%
$55.73 - $66.16 $13.9K - $16.5K
1.68K $101K
JEF
Jefferies Financial Group Inc.

Financial Services
10
+ 1.0%
$61.95 - $81.75 $620 - $818
1.01K $79K
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.07%
$264.18 - $304.19 $264 - $304
1.35K $378K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
169
+ 2.48%
$126.68 - $134.74 $21.4K - $22.8K
6.99K $891K
VST
Vistra Corp.

Utilities
31
+ 4.7%
$115.74 - $166.61 $3.59K - $5.16K
690 $95K
SYK
Stryker Corp

Healthcare
47
+ 10.31%
$345.14 - $392.15 $16.2K - $18.4K
503 $181K
USB
Us Bancorp \De\

Financial Services
27
+ 0.36%
$43.98 - $53.66 $1.19K - $1.45K
7.49K $358K
ISMD
Northern Lts Fd Tr Iv

ETFs
457
+ 80.04%
$36.81 - $40.75 $16.8K - $18.6K
1.03K $38K
EPI
Wisdomtree Tr India Earnings F

ETFs
393
+ 128.01%
$45.09 - $50.08 $17.7K - $19.7K
700 $31K
SRE
Sempra Energy

Utilities
10
+ 0.27%
$80.81 - $94.77 $808 - $948
3.71K $325K
MSI
Motorola Solutions, Inc.

Technology
32
+ 25.2%
$449.08 - $504.6 $14.4K - $16.1K
159 $73K
RISN
Northern Lts Fd Tr Iv Inspire

Technology
632
+ 67.96%
$26.46 - $28.46 $16.7K - $18K
1.56K $41K
PKI
Perkinelmer Inc

Healthcare
133
+ 39.35%
N/A
471 $56K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
66
+ 3.02%
$120.76 - $140.58 $7.97K - $9.28K
2.25K $287K
UAL
United Airlines Holdings, Inc.

Industrials
44
+ 15.66%
$55.62 - $102.44 $2.45K - $4.51K
325 $31K
SQ
Block, Inc.

Technology
65
+ 12.29%
$65.06 - $98.92 $4.23K - $6.43K
594 $50K
WEC
Wec Energy Group, Inc.

Utilities
265
+ 6.09%
$92.94 - $101.82 $24.6K - $27K
4.61K $433K
FISV
Fiserv Inc

Technology
122
+ 10.52%
N/A
1.28K $160K
DAL
Delta Air Lines, Inc.

Industrials
179
+ 44.2%
$47.46 - $65.77 $8.5K - $11.8K
584 $35K
SRLN
Ssga Active Trust

ETFs
352
+ 55.0%
$41.48 - $42.08 $14.6K - $14.8K
992 $41K
TXN
Texas Instruments Inc

Technology
75
+ 3.22%
N/A
2.41K $468K
EME
Emcor Group, Inc.

Industrials
29
+ 53.7%
$427.96 - $526.95 $12.4K - $15.3K
83 $37K
NI
Nisource Inc.

Utilities
54
+ 0.92%
$33.74 - $38.25 $1.82K - $2.07K
5.9K $216K
UDR
Udr, Inc.

Real Estate
351
+ 37.99%
$41.3 - $46.33 $14.5K - $16.3K
1.28K $55K
CMS
Cms Energy Corp

Utilities
395
+ 12.84%
$65.76 - $71.94 $26K - $28.4K
3.47K $231K
HON
Honeywell International Inc

Industrials
18
+ 3.59%
$202.84 - $236.0 $3.65K - $4.25K
520 $117K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
30
+ 0.47%
$9.71 - $15.34 $291 - $460
6.48K $86K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
231
+ 0.52%
$61.68 - $67.87 $14.2K - $15.7K
45.1K $2.81M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
272
+ 7.57%
$35.35 - $38.58 $9.62K - $10.5K
3.87K $142K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
307
+ 62.91%
$40.82 - $45.39 $12.5K - $13.9K
795 $33K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
253
+ 11.55%
$50.73 - $51.08 $12.8K - $12.9K
2.44K $124K
EQR
Equity Residential

Real Estate
214
+ 38.84%
$69.12 - $77.48 $14.8K - $16.6K
765 $54K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
48
+ 0.85%
$49.03 - $53.35 $2.35K - $2.56K
5.68K $291K
BK
Bank Of New York Mellon Corp

Financial Services
10
+ 0.43%
$70.82 - $81.87 $708 - $819
2.36K $181K
SPIB
Spdr Portfolio Intermediate Te

ETFs
394
+ 1125.71%
$32.65 - $33.68 $12.9K - $13.3K
429 $14K
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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