Continuum Advisory, LLC Purchases in Q3 2024

Continuum Advisory, LLC

  • $778 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
351
+ 5.98%
$76.84 - $91.03 $27K - $32K
6.22K $560K
BALT
Innovator Etfs Tr
2.99K
+ 57.47%
$29.76 - $30.83 $88.8K - $92K
8.18K $252K
PNC
Pnc Financial Services Group, Inc.

Financial Services
463
+ 115.46%
$156.14 - $187.2 $72.3K - $86.7K
864 $159K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.74K
+ 2.93%
$25.19 - $26.39 $43.9K - $45.9K
61.2K $1.61M
BK
Bank Of New York Mellon Corp

Financial Services
1.13K
+ 93.17%
$59.54 - $72.17 $67.5K - $81.8K
2.35K $168K
EMB
Ishares Tr

ETFs
492
+ 5.16%
$87.75 - $93.74 $43.2K - $46.1K
10K $938K
LAMR
Lamar Advertising CO

Real Estate
285
+ 7.33%
$110.9 - $135.58 $31.6K - $38.6K
4.17K $557K
XLU
Utilities Sector Spdr

ETFs
605
+ 17.6%
$67.67 - $80.78 $40.9K - $48.9K
4.04K $326K
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.43K
+ 585.25%
$52.04 - $64.22 $74.3K - $91.7K
1.67K $102K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.86K
New
$44.46 - $48.11 $82.6K - $89.3K
1.86K $89K
COF
Capital One Financial Corp

Financial Services
319
+ 8.89%
$131.42 - $153.05 $41.9K - $48.8K
3.91K $585K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
367
+ 2.21%
$43.97 - $48.45 $16.1K - $17.8K
17K $823K
EFA
Ishares Tr Msci Eafe ETF

ETFs
748
+ 16.44%
$75.32 - $84.37 $56.3K - $63.1K
5.3K $443K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
416
+ 133.33%
$175.46 - $203.3 $73K - $84.6K
728 $147K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.31K
+ 19.25%
$41.02 - $46.01 $53.8K - $60.4K
8.13K $369K
IBN
Icici Bank LTD

Financial Services
404
+ 0.57%
$27.58 - $31.38 $11.1K - $12.7K
71.9K $2.14M
IQV
Iqvia Holdings Inc.

Healthcare
201
+ 13.07%
$206.81 - $251.55 $41.6K - $50.6K
1.74K $411K
ALL
Allstate Corp

Financial Services
7
+ 0.25%
$158.43 - $192.86 $1.11K - $1.35K
2.78K $526K
DEO
Diageo PLC

Consumer Defensive
417
+ 24.94%
$120.02 - $140.77 $50K - $58.7K
2.09K $293K
HON
Honeywell International Inc

Industrials
402
+ 402.0%
$196.73 - $220.21 $79.1K - $88.5K
502 $103K
PAYX
Paychex Inc

Industrials
608
New
$116.17 - $135.19 $70.6K - $82.2K
608 $81K
OMC
Omnicom Group Inc.

Communication Services
287
+ 7.8%
$87.69 - $103.9 $25.2K - $29.8K
3.97K $409K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.14K
+ 23.06%
$57.8 - $60.8 $65.8K - $69.3K
6.08K $367K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
65
+ 0.89%
$97.19 - $109.09 $6.32K - $7.09K
7.38K $798K
CMS
Cms Energy Corp

Utilities
747
+ 32.06%
$58.7 - $70.62 $43.8K - $52.8K
3.08K $217K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.26K
+ 91.67%
$56.04 - $62.99 $70.3K - $79.1K
2.62K $160K
CTAS
Cintas Corp

Industrials
4.82K
+ 260.51%
$201.38 - $819.83 $971K - $3.95M
6.67K $1.37M
VBR
Vanguard Small Cap Value ETF

ETFs
96
+ 3.04%
$179.99 - $201.6 $17.3K - $19.4K
3.25K $653K
CME
Cme Group Inc.

Financial Services
14
+ 0.46%
$193.43 - $220.62 $2.71K - $3.09K
3.03K $668K
CEG
Constellation Energy Corp

Utilities
28
+ 2.49%
$167.08 - $262.86 $4.68K - $7.36K
1.15K $299K
CSX
Csx Corp

Industrials
1.45K
+ 6.09%
$32.48 - $35.45 $47.1K - $51.4K
25.3K $871K
VST
Vistra Corp.

Utilities
613
+ 1332.61%
$69.0 - $119.06 $42.3K - $73K
659 $78K
ISRG
Intuitive Surgical Inc

Healthcare
114
+ 30.4%
$416.14 - $494.01 $47.4K - $56.3K
489 $240K
EFG
Msci Eafe Growth ETF

ETFs
488
+ 12.15%
$96.84 - $108.77 $47.3K - $53.1K
4.51K $485K
LRNZ
Trueshares Technology, Ai & De

ETFs
1.96K
New
$33.48 - $40.87 $65.6K - $80K
1.96K $73K
FDS
Factset Research Systems Inc

Financial Services
156
+ 5200.0%
$397.04 - $469.48 $61.9K - $73.2K
159 $73K
PJUN
Innovator U.S. Equity Power Bu

ETFs
1.58K
+ 13.52%
$34.72 - $36.88 $54.7K - $58.1K
13.2K $487K
TRV
Travelers Companies, Inc.

Financial Services
303
+ 1122.22%
$201.87 - $242.35 $61.2K - $73.4K
330 $77K
WELL
Welltower Inc.

Real Estate
285
+ 19.36%
$104.0 - $129.74 $29.6K - $37K
1.76K $224K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
306
+ 14.7%
$178.94 - $207.0 $54.8K - $63.3K
2.39K $479K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
324
+ 3.24%
$39.95 - $45.86 $12.9K - $14.9K
10.3K $471K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
23
+ 0.34%
$117.9 - $128.2 $2.71K - $2.95K
6.82K $873K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.25K
+ 57.93%
$51.02 - $52.74 $63.6K - $65.7K
3.4K $178K
NSC
Norfolk Southern Corp

Industrials
265
+ 449.15%
$213.75 - $259.69 $56.6K - $68.8K
324 $80K
RTX
Raytheon Technologies Corp

Industrials
326
+ 23.76%
$99.55 - $123.34 $32.5K - $40.2K
1.7K $205K
CARR
Carrier Global Corp

Industrials
545
+ 40.61%
$61.9 - $80.88 $33.7K - $44.1K
1.89K $151K
CHKP
Check Point Software Technologies LTD

Technology
152
+ 11.61%
$165.0 - $195.47 $25.1K - $29.7K
1.46K $281K
VONE
Vanguard Russell 1000 ETF

ETFs
30
+ 0.72%
$234.0 - $260.07 $7.02K - $7.8K
4.19K $1.09M
FTCS
First Trust Capital Strength E

ETFs
477
+ 15.13%
$83.58 - $90.94 $39.9K - $43.4K
3.63K $329K
Activity Summary
Buys All Purchases 1087 New Holdings 348 Increased Positions 739 Sells All Sells 428 Reductions 423 Sold out 5 Options Calls 0 Puts 0
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