Continuum Advisory, LLC Sells in Q4 2024

Continuum Advisory, LLC

  • $760 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-31.5K
- 95.23%
$89.81 - $104.0 $2.82M - $3.27M
1.58K $141K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4.6K
- 2.61%
$87.1 - $98.49 $401K - $453K
172K $15M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-6.59K
- 1.41%
$46.07 - $48.17 $304K - $317K
460K $21.2M
MUB
Ishares National Muni Bond ETF

ETFs
-9.32K
- 55.61%
$105.78 - $108.7 $986K - $1.01M
7.44K $792K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-7.67K
- 12.09%
$58.88 - $64.8 $452K - $497K
55.8K $3.29M
MU
Micron Technology Inc

Technology
-4.33K
- 24.46%
$84.16 - $113.41 $364K - $491K
13.4K $1.12M
AGNC
Agnc Investment Corp.

Real Estate
-37.4K
- 13.72%
$9.21 - $10.59 $344K - $396K
235K $2.17M
TFX
Teleflex Inc

Healthcare
-986
- 14.01%
$172.66 - $245.13 $170K - $242K
6.05K $1.08M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.57K
- 1.76%
$33.77 - $44.09 $52.9K - $69K
87.3K $2.96M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-3.39K
- 20.67%
$25.74 - $53.78 $87.3K - $182K
13K $336K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-5.22K
- 32.55%
$81.34 - $96.75 $425K - $505K
10.8K $880K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-4.66K
- 38.87%
$49.78 - $66.55 $232K - $310K
7.33K $367K
IXUS
Ishares Tr

ETFs
-2.17K
- 5.61%
$65.95 - $72.56 $143K - $157K
36.5K $2.42M
XLK
Technology Sector Spdr

ETFs
-1.64K
- 47.55%
$220.26 - $241.44 $361K - $395K
1.81K $420K
UNH
Unitedhealth Group Inc

Healthcare
-23
- 0.64%
$485.52 - $625.25 $11.2K - $14.4K
3.6K $1.82M
INDA
Ishares Msci India Index Fund

ETFs
-314
- 0.66%
$52.64 - $58.16 $16.5K - $18.3K
46.9K $2.47M
AMD
Advanced Micro Devices Inc

Technology
-893
- 24.42%
$118.88 - $172.8 $106K - $154K
2.76K $333K
NEE
Nextera Energy Inc

Utilities
-665
- 4.65%
$69.77 - $85.43 $46.4K - $56.8K
13.6K $977K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-10
- 0.45%
$501.29 - $612.85 $5.01K - $6.13K
2.22K $1.16M
JNJ
Johnson & Johnson

Healthcare
-554
- 6.8%
$143.34 - $165.86 $79.4K - $91.9K
7.59K $1.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.71K
- 37.65%
$124.26 - $134.12 $212K - $229K
2.83K $364K
PG
Procter & Gamble CO

Consumer Defensive
-826
- 9.01%
$161.05 - $179.7 $133K - $148K
8.35K $1.4M
MRK
Merck & Co., Inc.

Healthcare
-590
- 6.8%
$96.31 - $114.76 $56.8K - $67.7K
8.08K $803K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-2.68K
- 0.93%
$18.41 - $18.97 $49.2K - $50.7K
284K $5.25M
KO
Coca Cola CO

Consumer Defensive
-277
- 1.84%
$61.74 - $71.71 $17.1K - $19.9K
14.8K $920K
VZ
Verizon Communications Inc

Communication Services
-327
- 1.09%
$39.6 - $45.21 $12.9K - $14.8K
29.6K $1.18M
SLB
Schlumberger Limited

Energy
-3.28K
- 35.55%
$36.83 - $45.59 $121K - $149K
5.94K $227K
AWK
American Water Works Company, Inc.

Utilities
-134
- 2.24%
$123.83 - $146.07 $16.6K - $19.6K
5.86K $729K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.69K
- 8.5%
$50.37 - $50.6 $135K - $136K
28.9K $1.46M
PFE
Pfizer Inc

Healthcare
-2.75K
- 9.77%
$24.8 - $30.19 $68.2K - $83K
25.4K $673K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-317
- 1.0%
$44.04 - $49.49 $14K - $15.7K
31.5K $1.39M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-977
- 15.84%
$96.64 - $101.23 $94.4K - $98.9K
5.19K $503K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-5.99K
- 6.47%
$12.74 - $14.23 $76.3K - $85.2K
86.5K $1.12M
NNN
National Retail Properties, Inc.

Real Estate
-2.32K
- 82.62%
$39.77 - $49.34 $92.3K - $114K
488 $19K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-695
- 23.52%
$72.97 - $96.75 $50.7K - $67.2K
2.26K $167K
BLDR
Builders First Source, Inc.

Industrials
-18
- 0.81%
$142.93 - $198.25 $2.57K - $3.57K
2.2K $314K
IVV
Ishares Core S&P 500 ETF

ETFs
-510
- 3.25%
$570.51 - $610.59 $291K - $311K
15.2K $8.94M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-2.63K
- 18.9%
$40.34 - $40.62 $106K - $107K
11.3K $455K
CVX
Chevron Corp

Energy
-477
- 2.74%
$141.15 - $162.53 $67.3K - $77.5K
16.9K $2.45M
XLV
Select Sector Spdr Fund Health

ETFs
-606
- 36.46%
$136.28 - $154.74 $82.6K - $93.8K
1.06K $145K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-2.89K
- 7.94%
$28.6 - $29.27 $82.6K - $84.5K
33.5K $959K
GPC
Genuine Parts CO

Consumer Cyclical
-103
- 2.61%
$113.11 - $143.63 $11.7K - $14.8K
3.84K $448K
ORCL
Oracle Corp

Technology
-153
- 0.74%
$165.41 - $192.43 $25.3K - $29.4K
20.5K $3.41M
PLD
Prologis, Inc.

Real Estate
-497
- 21.62%
$101.4 - $126.96 $50.4K - $63.1K
1.8K $190K
BEN
Franklin Resources Inc

Financial Services
-4.77K
- 97.54%
$19.35 - $22.76 $92.2K - $108K
120 $2K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-2.79K
- 19.98%
$27.8 - $29.05 $77.7K - $81.2K
11.2K $311K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-148
- 2.35%
$114.08 - $125.68 $16.9K - $18.6K
6.15K $704K
GM
General Motors CO

Consumer Cyclical
-1.98K
- 67.56%
$44.82 - $60.2 $88.6K - $119K
949 $50K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-2.26K
- 17.11%
$36.63 - $37.8 $82.9K - $85.6K
11K $411K
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
Track This Portfolio

Track Continuum Advisory, LLC Portfolio

Follow Continuum Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Continuum Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email