Continuum Advisory, LLC Incresed Positions in Q4 2024

Continuum Advisory, LLC

  • $760 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYD
Vaneck High Yield Muni ETF

ETFs
4
+ 2.76%
$51.09 - $53.06 $204 - $212
149 $7K
MEDP
Medpace Holdings, Inc.

Healthcare
1
+ 14.29%
$308.93 - $363.58 $309 - $364
8 $2K
BUYW
Northern Lts Fd Tr Iv Main Buy
3
+ 4.05%
N/A
77 $0
III
Information Services Group Inc.

Technology
3
+ 1.5%
$3.07 - $3.8 $9.21 - $11.4
203 $0
CGSD
Capital Grp Core Plus Income E
2.38K
+ 19.11%
N/A
14.8K $0
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
7
+ 1.79%
$101.77 - $113.02 $712 - $791
397 $41K
TD
Toronto Dominion Bank

Financial Services
10
+ 6.71%
$51.56 - $63.8 $516 - $638
159 $8K
TSCO
Tractor Supply CO

Consumer Cyclical
192
+ 400.0%
$52.59 - $303.74 $10.1K - $58.3K
240 $12K
CGGO
Capital Group Global Growth Eq

ETFs
8
+ 0.37%
$29.21 - $30.67 $234 - $245
2.16K $63K
MT
Arcelor Mittal

Basic Materials
10
+ 2.36%
$22.93 - $26.51 $229 - $265
434 $10K
URI
United Rentals, Inc.

Industrials
1
+ 5.88%
$704.44 - $880.32 $704 - $880
18 $12K
VALE
Vale S.A.

Basic Materials
19
+ 5.25%
$8.74 - $11.78 $166 - $224
381 $3K
BAX
Baxter International Inc

Healthcare
60
+ 19.61%
$28.63 - $37.84 $1.72K - $2.27K
366 $10K
KHC
Kraft Heinz CO

Consumer Defensive
25
+ 5.19%
$30.1 - $36.02 $753 - $901
507 $15K
MHO
M/I Homes, Inc.

Consumer Cyclical
2
+ 16.67%
$132.44 - $174.81 $265 - $350
14 $1K
IDEV
Ishares Core Msci Intl Develop

ETFs
7
+ 2.54%
$64.18 - $70.42 $449 - $493
283 $18K
HLN
Haleon PLC

Healthcare
2
+ 0.11%
$9.23 - $10.71 $18.5 - $21.4
1.88K $18K
NFRA
Flexshares Stoxx Global Broad

ETFs
1
+ 0.97%
$54.11 - $59.58 $54.1 - $59.6
104 $5K
FDD
First Trust Stoxx European Sel

ETFs
20
+ 2.42%
$11.07 - $12.33 $221 - $247
845 $9K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
81
+ 12.48%
$31.24 - $37.15 $2.53K - $3.01K
730 $23K
FNDE
Schwab Fundamental Emerging Mk

ETFs
228
+ 9.93%
$28.89 - $33.95 $6.59K - $7.74K
2.52K $73K
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
1
+ 0.17%
$20.95 - $25.25 $21 - $25.3
597 $12K
IDXX
Idexx Laboratories Inc

Healthcare
2
+ 8.7%
$406.92 - $495.42 $814 - $991
25 $10K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
2
+ 0.31%
$19.82 - $21.55 $39.6 - $43.1
657 $13K
GMAB
Genmab A/S

Healthcare
1
+ 2.22%
$20.02 - $24.15 $20 - $24.2
46 $0
LSTR
Landstar System Inc

Industrials
1
+ 2.0%
$171.86 - $192.81 $172 - $193
51 $8K
ING
Ing Groep Nv

Financial Services
96
+ 8.76%
$15.1 - $17.73 $1.45K - $1.7K
1.19K $18K
GOLD
Barrick Gold Corp

Basic Materials
154
+ 15.99%
$15.23 - $21.19 $2.35K - $3.26K
1.12K $17K
CVS
Cvs Health Corp

Healthcare
112
+ 30.43%
$43.78 - $67.46 $4.9K - $7.56K
480 $21K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
1
+ 0.03%
$21.02 - $21.57 $21 - $21.6
3.53K $74K
NDSN
Nordson Corp

Industrials
4
+ 7.41%
$208.83 - $264.36 $835 - $1.06K
58 $12K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.2%
$174.22 - $187.62 $174 - $188
490 $85K
RIO
Rio Tinto PLC

Basic Materials
19
+ 6.88%
$58.59 - $71.15 $1.11K - $1.35K
295 $17K
GLDM
World Gold Trust

ETFs
12
+ 0.07%
$50.76 - $55.23 $609 - $663
18K $937K
IBM
International Business Machines Corp

Technology
10
+ 0.25%
$204.9 - $238.04 $2.05K - $2.38K
4.08K $896K
NSC
Norfolk Southern Corp

Industrials
7
+ 2.16%
$230.6 - $277.0 $1.61K - $1.94K
331 $77K
COP
Conocophillips

Energy
96
+ 4.69%
$95.12 - $114.72 $9.13K - $11K
2.15K $212K
SUB
Ishares Short Term National Mu

ETFs
23
+ 0.33%
$104.94 - $106.2 $2.41K - $2.44K
6.98K $736K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.2%
$253.56 - $278.5 $254 - $279
500 $126K
NUSC
Nuveen Esg Small Cap ETF

ETFs
2
+ 0.05%
$41.74 - $46.2 $83.5 - $92.4
3.91K $163K
DVN
Devon Energy Corp

Energy
2
+ 0.3%
$30.52 - $42.96 $61 - $85.9
666 $21K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
155
+ 5.64%
$34.74 - $38.36 $5.38K - $5.95K
2.9K $101K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7
+ 0.12%
$100.24 - $101.35 $702 - $709
6K $603K
OTIS
Otis Worldwide Corp

Industrials
3
+ 0.79%
$92.57 - $106.01 $278 - $318
384 $35K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
23
+ 0.97%
$46.33 - $48.6 $1.07K - $1.12K
2.4K $111K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1
+ 0.04%
$46.52 - $48.32 $46.5 - $48.3
2.38K $110K
AFL
Aflac Inc

Financial Services
128
+ 5.9%
$100.37 - $115.27 $12.8K - $14.8K
2.3K $237K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
3
+ 0.49%
$86.03 - $94.92 $258 - $285
610 $52K
VOE
Vanguard Mid Cap Value Index F

ETFs
99
+ 2.83%
$160.89 - $176.18 $15.9K - $17.4K
3.6K $582K
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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