Continuum Advisory, LLC Incresed Positions in Q4 2024

Continuum Advisory, LLC

  • $760 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UBS
Ubs Group Ag

Financial Services
477
+ 31.14%
$29.78 - $33.08 $14.2K - $15.8K
2.01K $60K
BTI
British American Tobacco P.L.C.

Consumer Defensive
333
+ 24.54%
$34.25 - $37.94 $11.4K - $12.6K
1.69K $61K
LRNZ
Trueshares Technology, Ai & De

ETFs
227
+ 11.59%
$36.69 - $44.37 $8.33K - $10.1K
2.19K $85K
APD
Air Products & Chemicals, Inc.

Basic Materials
99
+ 4.53%
$285.5 - $335.62 $28.3K - $33.2K
2.28K $662K
WCN
Waste Connections, Inc.

Industrials
82
+ 36.28%
$171.06 - $193.25 $14K - $15.8K
308 $52K
XLC
Select Sector Spdr Tr Communic

ETFs
76
+ 9.61%
$89.66 - $102.16 $6.81K - $7.76K
867 $83K
AA
Alcoa Corp

Basic Materials
345
+ 30.67%
$36.62 - $47.42 $12.6K - $16.4K
1.47K $55K
ADSK
Autodesk, Inc.

Technology
45
+ 6.39%
N/A
749 $184K
FITB
Fifth Third Bancorp

Financial Services
394
+ 3.62%
$41.76 - $48.44 $16.5K - $19.1K
11.3K $477K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
714
+ 30.28%
$14.28 - $14.81 $10.2K - $10.6K
3.07K $44K
CBRE
Cbre Group, Inc.

Real Estate
77
+ 192.5%
$119.22 - $140.71 $9.18K - $10.8K
117 $15K
XEL
Xcel Energy Inc

Utilities
143
+ 30.17%
$62.16 - $72.92 $8.89K - $10.4K
617 $41K
OMF
One Main Holdings, Inc.

Financial Services
140
+ 23.73%
$45.27 - $57.43 $6.34K - $8.04K
730 $38K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
8
+ 0.27%
$100.18 - $109.1 $801 - $873
2.99K $313K
BRP
Brp Group, Inc.

Financial Services
294
+ 17.82%
N/A
1.94K $77K
PPA
Invesco Exchange Traded Fd Tr

ETFs
93
+ 20.0%
$113.79 - $124.5 $10.6K - $11.6K
558 $64K
MGV
Vanguard Mega Cap Value

ETFs
182
+ 5.28%
$124.06 - $133.48 $22.6K - $24.3K
3.63K $453K
WHR
Whirlpool Corp

Consumer Cyclical
23
+ 2.41%
$99.28 - $124.45 $2.28K - $2.86K
976 $111K
ICVT
Ishares Tr Convertible Bond Et

ETFs
110
+ 23.5%
$83.09 - $89.28 $9.14K - $9.82K
578 $49K
RF
Regions Financial Corp

Financial Services
345
+ 4.16%
$22.45 - $27.47 $7.75K - $9.48K
8.65K $203K
RDVY
First Trust Rising Dividend Ac

ETFs
173
+ 1.66%
$58.65 - $64.37 $10.1K - $11.1K
10.6K $626K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
832
+ 2.14%
$40.97 - $42.66 $34.1K - $35.5K
39.7K $1.64M
UL
Unilever PLC

Consumer Defensive
332
+ 33.17%
$56.7 - $64.64 $18.8K - $21.5K
1.33K $75K
INGR
Ingredion Inc

Consumer Defensive
77
+ 256.67%
$132.76 - $154.86 $10.2K - $11.9K
107 $14K
PH
Parker Hannifin Corp

Industrials
5
+ 0.39%
$621.74 - $709.46 $3.11K - $3.55K
1.28K $815K
AXON
Axon Enterprise, Inc.

Industrials
5
+ 15.63%
$399.22 - $689.78 $2K - $3.45K
37 $21K
INTU
Intuit Inc

Technology
12
+ 7.02%
$602.01 - $706.25 $7.22K - $8.48K
183 $115K
MAR
Marriott International Inc

Consumer Cyclical
11
+ 5.21%
$246.06 - $292.59 $2.71K - $3.22K
222 $61K
ET
Energy Transfer LP

Energy
39
+ 1.65%
$16.05 - $19.86 $626 - $775
2.4K $46K
VGIT
Vanguard Intermediate Term Tre

ETFs
410
+ 6.74%
$57.78 - $60.4 $23.7K - $24.8K
6.49K $376K
ABNB
Airbnb, Inc.

Consumer Cyclical
32
+ 2.78%
$125.36 - $147.37 $4.01K - $4.72K
1.19K $155K
WFRD
Weatherford International PLC

Energy
113
+ 1412.5%
$67.1 - $94.33 $7.58K - $10.7K
121 $8K
CLX
Clorox CO

Consumer Defensive
49
+ 26.63%
$156.51 - $169.74 $7.67K - $8.32K
233 $37K
SBAC
Sba Communications Corp

Real Estate
45
+ 128.57%
$198.24 - $249.31 $8.92K - $11.2K
80 $16K
LII
Lennox International Inc

Industrials
14
+ 350.0%
$589.36 - $678.43 $8.25K - $9.5K
18 $10K
ESS
Essex Property Trust, Inc.

Real Estate
30
+ 13.33%
N/A
255 $69K
IOT
Samsara Inc.

Technology
282
+ 32.08%
$42.67 - $56.35 $12K - $15.9K
1.16K $50K
RTX
Raytheon Technologies Corp

Industrials
149
+ 8.78%
$114.45 - $127.21 $17.1K - $19K
1.85K $213K
BSX
Boston Scientific Corp

Healthcare
21
+ 2.35%
$83.62 - $91.5 $1.76K - $1.92K
913 $81K
ETN
Eaton Corp PLC

Industrials
11
+ 0.17%
$326.96 - $377.52 $3.6K - $4.15K
6.45K $2.14M
CBSH
Commerce Bancshares Inc

Financial Services
54
+ 4.03%
$57.04 - $74.36 $3.08K - $4.02K
1.4K $86K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
97
+ 7.63%
$209.89 - $233.24 $20.4K - $22.6K
1.37K $290K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
64
+ 5.41%
$103.6 - $112.52 $6.63K - $7.2K
1.25K $130K
XLRE
Select Sector Spdr Tr Real Est

ETFs
245
+ 38.64%
$40.06 - $45.21 $9.81K - $11.1K
879 $35K
DFS
Discover Financial Services

Financial Services
40
+ 2000.0%
$136.3 - $182.67 $5.45K - $7.31K
42 $7K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
106
+ 9.02%
$16.43 - $22.77 $1.74K - $2.41K
1.28K $28K
IYW
Ishares Dj Us Tech ETF

ETFs
13
+ 1.97%
$148.14 - $166.23 $1.93K - $2.16K
673 $107K
ABC
Amerisourcebergen Corp

Healthcare
33
+ 3.04%
N/A
1.12K $206K
PYPL
Pay Pal Holdings, Inc.

Financial Services
12
+ 1.58%
$77.25 - $91.3 $927 - $1.1K
772 $65K
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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