Continuum Advisory, LLC Incresed Positions in Q4 2024

Continuum Advisory, LLC

  • $760 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
22
+ 0.17%
$216.13 - $242.4 $4.75K - $5.33K
12.9K $2.86M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
252
+ 365.22%
$26.63 - $30.23 $6.71K - $7.62K
321 $8K
EQIX
Equinix Inc

Real Estate
2
+ 3.17%
$865.69 - $985.0 $1.73K - $1.97K
65 $61K
FDL
First Tr Morningstar Dividend

ETFs
585
+ 5.58%
$39.59 - $43.95 $23.2K - $25.7K
11.1K $445K
AMP
Ameriprise Financial Inc

Financial Services
8
+ 27.59%
$473.15 - $574.01 $3.79K - $4.59K
37 $19K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
369
+ 5.52%
$22.39 - $23.45 $8.26K - $8.65K
7.06K $162K
GPN
Global Payments Inc

Industrials
26
+ 9.35%
$97.57 - $119.38 $2.54K - $3.1K
304 $34K
EOG
Eog Resources Inc

Energy
64
+ 0.88%
$118.22 - $136.54 $7.57K - $8.74K
7.38K $904K
DELL
Dell Technologies Inc.

Technology
64
+ 31.37%
$111.96 - $144.21 $7.17K - $9.23K
268 $30K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
248
+ 335.14%
$27.88 - $30.51 $6.91K - $7.57K
322 $8K
MFC
Manulife Financial Corp

Financial Services
87
+ 4.4%
$29.21 - $32.87 $2.54K - $2.86K
2.06K $63K
PRF
Invesco Exchange Traded Fd Tr

ETFs
128
+ 24.95%
$40.15 - $42.9 $5.14K - $5.49K
641 $25K
CAH
Cardinal Health Inc

Healthcare
14
+ 3.9%
$107.89 - $125.33 $1.51K - $1.75K
373 $44K
XLI
Industrial Sector Spdr

ETFs
67
+ 6.18%
$131.76 - $143.99 $8.83K - $9.65K
1.15K $151K
PCG
Pg&E Corp

Utilities
95
+ 1.27%
$19.2 - $21.63 $1.82K - $2.05K
7.6K $153K
FIS
Fidelity National Information Services, Inc.

Technology
181
+ 5.69%
$80.14 - $90.95 $14.5K - $16.5K
3.36K $271K
ROK
Rockwell Automation, Inc

Industrials
6
+ 2.68%
$264.65 - $302.92 $1.59K - $1.82K
230 $65K
PAGP
Plains Gp Holdings LP

Energy
331
+ 4.74%
$17.2 - $20.02 $5.69K - $6.63K
7.32K $134K
GLBE
Global E Online Ltd.

Consumer Cyclical
35
+ 20.71%
$35.95 - $57.07 $1.26K - $2K
204 $11K
ZS
Zscaler, Inc.

Technology
9
+ 3.21%
$166.99 - $211.99 $1.5K - $1.91K
289 $52K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
302
+ 3.59%
$36.54 - $37.53 $11K - $11.3K
8.7K $320K
WRB
Berkley W R Corp

Financial Services
71
+ 20.11%
$56.48 - $64.94 $4.01K - $4.61K
424 $24K
PRU
Prudential Financial Inc

Financial Services
46
+ 6.14%
$114.59 - $129.52 $5.27K - $5.96K
795 $94K
VEEV
Veeva Systems Inc

Healthcare
16
+ 3.74%
$201.81 - $250.45 $3.23K - $4.01K
444 $93K
RSG
Republic Services, Inc.

Industrials
20
+ 1000.0%
$198.0 - $218.75 $3.96K - $4.38K
22 $4K
FNDA
Schwab Fundamental U S Small C

ETFs
531
+ 140.48%
$29.26 - $59.11 $15.5K - $31.4K
909 $26K
KMB
Kimberly Clark Corp

Consumer Defensive
60
+ 18.29%
$130.37 - $146.09 $7.82K - $8.77K
388 $50K
MCO
Moodys Corp

Financial Services
7
+ 175.0%
$454.04 - $500.88 $3.18K - $3.51K
11 $5K
IWR
Ishares Russell Mid Cap ETF

ETFs
3
+ 0.02%
$87.25 - $95.52 $262 - $287
12.9K $1.14M
KOMP
Spdr S&P Kensho New Economies

ETFs
37
+ 2.94%
$48.59 - $54.76 $1.8K - $2.03K
1.3K $65K
AZO
Autozone Inc

Consumer Cyclical
1
+ 33.33%
$2981.19 - $3370.27 $2.98K - $3.37K
4 $12K
DXCM
Dexcom Inc

Healthcare
2
+ 0.68%
$65.68 - $81.01 $131 - $162
295 $22K
ACHR
Archer Aviation Inc.

Industrials
101
+ 45.91%
$2.94 - $11.33 $297 - $1.14K
321 $3K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
135
+ 5.7%
$98.47 - $109.35 $13.3K - $14.8K
2.5K $246K
SNN
Smith & Nephew PLC

Healthcare
130
+ 228.07%
$24.29 - $30.81 $3.16K - $4.01K
187 $4K
ADI
Analog Devices Inc

Technology
41
+ 11.88%
$206.35 - $236.48 $8.46K - $9.7K
386 $82K
DE
Deere & CO

Industrials
5
+ 4.55%
$389.45 - $466.0 $1.95K - $2.33K
115 $48K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
9
+ 12.86%
$110.69 - $154.48 $996 - $1.39K
79 $10K
APH
Amphenol Corp

Technology
15
+ 3.02%
$62.07 - $75.35 $931 - $1.13K
511 $35K
VRT
Vertiv Holdings CO

Industrials
33
+ 2.23%
N/A
1.51K $131K
GLW
Corning Inc

Technology
6
+ 0.52%
$44.11 - $49.76 $265 - $299
1.16K $54K
NXST
Nexstar Media Group, Inc.

Communication Services
15
+ 375.0%
$157.01 - $188.5 $2.36K - $2.83K
19 $3K
CDNS
Cadence Design Systems Inc

Technology
6
+ 15.38%
$249.1 - $324.54 $1.49K - $1.95K
45 $13K
AIG
American International Group, Inc.

Financial Services
45
+ 8.21%
$70.0 - $79.22 $3.15K - $3.56K
593 $43K
HWM
Howmet Aerospace Inc.

Industrials
2
+ 0.78%
$99.72 - $120.09 $199 - $240
260 $28K
PCTY
Paylocity Holding Corp

Technology
11
+ 64.71%
$162.14 - $213.79 $1.78K - $2.35K
28 $5K
MBB
Ishares Tr

ETFs
188
+ 5.64%
$91.26 - $95.82 $17.2K - $18K
3.52K $322K
MANH
Manhattan Associates Inc

Technology
12
+ 80.0%
$263.36 - $309.78 $3.16K - $3.72K
27 $7K
DX
Dynex Capital Inc

Real Estate
217
+ 117.3%
$12.07 - $12.72 $2.62K - $2.76K
402 $5K
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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