Continuum Advisory, LLC Incresed Positions in Q4 2024

Continuum Advisory, LLC

  • $760 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Pimco Multisector Bond Active Exchange Traded Fund
166
+ 38.88%
N/A
593 $0
Gsk PLC Sponsored Adr
1.48K
+ 13.97%
N/A
12.1K $0
EPAM
Epam Systems, Inc.

Technology
2
+ 0.75%
N/A
269 $49K
Ge Healthcare Technologies Inc Common Stock
15
+ 4.5%
N/A
348 $0
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1
+ 0.57%
$108.6 - $115.42 $109 - $115
175 $19K
AVY
Avery Dennison Corp

Industrials
6
+ 20.0%
$186.26 - $220.48 $1.12K - $1.32K
36 $6K
RYH
Invesco S&P 500 Equal Weight H

ETFs
1
+ 0.13%
N/A
755 $0
BSTZ
Black Rock Science & Technology Trust Ii

N/A
2
+ 2.22%
$18.92 - $22.13 $37.8 - $44.3
92 $1K
INDL
Direxion Daily Msci India Bull

ETFs
1
+ 1.96%
$59.56 - $74.53 $59.6 - $74.5
52 $3K
KBA
Kraneshares Bosera Msci China

ETFs
1
+ 2.78%
$23.29 - $30.93 $23.3 - $30.9
37 $0
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
105
+ 9.47%
N/A
1.21K $0
Labcorp Holdings Inc Com Shs
3
+ 10.34%
N/A
32 $0
CNQ
Canadian Natural Resources LTD

Energy
60
+ 7.23%
$29.51 - $37.6 $1.77K - $2.26K
890 $27K
CNI
Canadian National Railway CO

Industrials
7
+ 35.0%
$100.62 - $117.12 $704 - $820
27 $2K
EL
Estee Lauder Companies Inc

Consumer Defensive
8
+ 16.67%
$62.74 - $97.24 $502 - $778
56 $4K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4
+ 10.81%
$67.29 - $73.38 $269 - $294
41 $2K
JD
Jd.Com, Inc.

Consumer Cyclical
2
+ 11.76%
$33.35 - $47.1 $66.7 - $94.2
19 $0
Jacobs Solutions Inc Com
11
+ 5.26%
N/A
220 $0
AES
Aes Corp

Utilities
223
+ 70.79%
$12.44 - $20.24 $2.77K - $4.51K
538 $6K
Annaly Capital Management Inc Com New
11.8K
+ 94.34%
N/A
24.3K $0
IXP
Ishares Global Comm Services E

ETFs
1
+ 3.33%
$92.71 - $102.47 $92.7 - $102
31 $2K
Ishares Flexible Income Active ETF
444
+ 17.77%
N/A
2.94K $0
WTS
Watts Water Technologies Inc

Industrials
2
+ 13.33%
$190.59 - $221.46 $381 - $443
17 $3K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
3
+ 1.89%
$8.24 - $11.07 $24.7 - $33.2
162 $1K
Vitesse Energy Inc Common Stock
1
+ 0.85%
N/A
118 $0
Virgin Galactic Holdings Inc Com New
8
+ 11.27%
N/A
79 $0
IFRA
Ishares Tr

ETFs
23
+ 1.88%
$45.94 - $51.71 $1.06K - $1.19K
1.24K $57K
VTRS
Viatris Inc

Healthcare
2
+ 0.75%
$11.32 - $13.37 $22.6 - $26.7
267 $3K
AVGE
American Centy ETF Tr Avantis
9
+ 5.84%
N/A
163 $0
VT
Vanguard Total World Stk Index

ETFs
3
+ 0.74%
$117.09 - $123.07 $351 - $369
411 $48K
Canadian Pacific Kansas City Com
94
+ 45.63%
N/A
300 $0
Capital Group Core Balanced ETF
436
+ 4.56%
N/A
10K $0
Capital Group Core Bond ETF
88.2K
+ 176.21%
N/A
138K $0
CBOE
Cboe Global Markets, Inc.

Financial Services
2
+ 7.69%
$191.61 - $217.84 $383 - $436
28 $5K
GIB
Cgi Inc

Technology
1
+ 2.08%
$107.0 - $116.25 $107 - $116
49 $5K
COOP
Mr. Cooper Group Inc.

Financial Services
2
+ 12.5%
$87.37 - $101.43 $175 - $203
18 $1K
Nano Nuclear Energy Inc Com
5
+ 20.0%
N/A
30 $0
CB
Chubb LTD

Financial Services
4
+ 4.12%
$271.57 - $301.89 $1.09K - $1.21K
101 $27K
SPYI
Shp ETF Tr Neos S&P 500 High I
200
+ 8.27%
N/A
2.62K $0
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
3
+ 1.49%
$8.22 - $9.44 $24.7 - $28.3
204 $1K
HOLX
Hologic Inc

Healthcare
11
+ 9.09%
$70.76 - $83.72 $778 - $921
132 $9K
CDE
Coeur Mining, Inc.

Basic Materials
170
+ 113.33%
$5.61 - $7.39 $954 - $1.26K
320 $1K
HI
Hillenbrand, Inc.

Industrials
1
+ 3.85%
$25.38 - $34.77 $25.4 - $34.8
27 $0
NOV
Nov Inc.

Energy
6
+ 4.05%
$14.06 - $16.79 $84.4 - $101
154 $2K
MKSI
Mks Instruments Inc

Technology
4
+ 10.81%
$98.56 - $117.93 $394 - $472
41 $4K
Inspire 500 ETF
69
+ 4.02%
N/A
1.79K $0
Innovator Equity Defined Protection ETF 1 Yr July
537
+ 1.84%
N/A
29.8K $0
MAS
Masco Corp

Industrials
2
+ 9.09%
$72.52 - $85.73 $145 - $171
24 $1K
CGMS
Capital Grp Core Plus Income E
2K
+ 17.61%
N/A
13.4K $0
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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