Continuum Advisory, LLC Purchases in Q3 2024

Continuum Advisory, LLC

  • $778 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
483
+ 50.9%
$49.83 - $62.75 $24.1K - $30.3K
1.43K $82K
CLX
Clorox CO

Consumer Defensive
138
+ 300.0%
$131.73 - $166.97 $18.2K - $23K
184 $29K
CPRT
Copart Inc

Consumer Cyclical
452
+ 88.63%
$49.19 - $55.54 $22.2K - $25.1K
962 $50K
MSTR
Microstrategy Inc

Technology
693
+ 900.0%
$114.3 - $1800.09 $79.2K - $1.25M
770 $129K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
304
+ 2.22%
$27.8 - $29.26 $8.45K - $8.9K
14K $406K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
418
New
$50.85 - $53.88 $21.3K - $22.5K
418 $22K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
281
+ 2007.14%
$71.9 - $79.86 $20.2K - $22.4K
295 $23K
TGT
Target Corp

Consumer Defensive
126
+ 36.31%
$133.47 - $159.25 $16.8K - $20.1K
473 $73K
PPA
Invesco Exchange Traded Fd Tr

ETFs
150
+ 47.62%
$102.05 - $114.97 $15.3K - $17.2K
465 $53K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
216
+ 44.17%
$79.58 - $91.64 $17.2K - $19.8K
705 $63K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
404
New
$47.29 - $52.55 $19.1K - $21.2K
404 $21K
IOT
Samsara Inc.

Technology
247
+ 39.08%
$34.85 - $49.75 $8.61K - $12.3K
879 $42K
BBY
Best Buy CO Inc

Consumer Cyclical
85
+ 14.71%
$80.23 - $103.29 $6.82K - $8.78K
663 $68K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
46
+ 1.01%
$50.02 - $54.5 $2.3K - $2.51K
4.62K $251K
TBJL
Innovator 20+ Year Treasury Bo

ETFs
986
New
$19.61 - $21.48 $19.3K - $21.2K
986 $20K
POCT
Innovator U.S. Equity Power Bu

ETFs
334
+ 2.95%
$37.79 - $38.95 $12.6K - $13K
11.7K $453K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
324
+ 661.22%
$53.01 - $82.74 $17.2K - $26.8K
373 $24K
XLRE
Select Sector Spdr Tr Real Est

ETFs
410
+ 183.04%
$38.04 - $45.36 $15.6K - $18.6K
634 $28K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
15
New
$1066.32 - $1355.99 $16K - $20.3K
15 $19K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
304
+ 7.07%
$31.05 - $34.29 $9.44K - $10.4K
4.61K $157K
INTU
Intuit Inc

Technology
38
+ 28.57%
$602.97 - $670.49 $22.9K - $25.5K
171 $106K
MBB
Ishares Tr

ETFs
63
+ 1.93%
$90.85 - $96.66 $5.72K - $6.09K
3.33K $319K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
25
+ 1.1%
$83.76 - $91.82 $2.09K - $2.3K
2.31K $210K
NUDM
Nuveen Esg International Devel

ETFs
15
+ 0.19%
$30.15 - $34.01 $452 - $510
7.73K $259K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
262
New
$68.53 - $74.13 $18K - $19.4K
262 $19K
SRLN
Ssga Active Trust

ETFs
467
+ 269.94%
$40.93 - $41.85 $19.1K - $19.5K
640 $26K
VCIT
Vanguard Intermediate Term Cor

ETFs
80
+ 2.47%
$79.29 - $84.02 $6.34K - $6.72K
3.32K $277K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
8
+ 0.46%
$109.24 - $121.48 $874 - $972
1.73K $207K
AGI
Alamos Gold Inc

Basic Materials
906
New
$15.54 - $21.04 $14.1K - $19.1K
906 $18K
BJUL
Innovator U.S. Equity Buffer E

ETFs
401
+ 123.38%
$40.26 - $43.68 $16.1K - $17.5K
726 $31K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
10
+ 0.31%
$75.63 - $84.89 $756 - $849
3.2K $269K
IQLT
Ishares Msci Intl Quality Fact

ETFs
8
+ 0.12%
$37.37 - $41.82 $299 - $335
6.95K $288K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
324
+ 2492.31%
$47.99 - $54.43 $15.5K - $17.6K
337 $18K
TXN
Texas Instruments Inc

Technology
94
+ 4.2%
$194.6 - $194.6 $18.3K - $18.3K
2.33K $453K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
50
+ 5.08%
$167.06 - $182.72 $8.35K - $9.14K
1.03K $183K
VICI
Vici Properties Inc.

Real Estate
374
+ 30.53%
$27.64 - $34.08 $10.3K - $12.7K
1.6K $53K
WRB
Berkley W R Corp

Financial Services
303
+ 606.0%
$51.54 - $79.62 $15.6K - $24.1K
353 $20K
CVX
Chevron Corp

Energy
1.13K
+ 6.95%
$137.88 - $161.97 $156K - $183K
17.4K $2.56M
HAL
Halliburton CO

Energy
698
+ 101.16%
$27.81 - $36.44 $19.4K - $25.4K
1.39K $40K
IRM
Iron Mountain Inc

Real Estate
29
+ 6.02%
$89.69 - $119.32 $2.6K - $3.46K
511 $60K
AOA
Ishares Tr Core Aggressive All

ETFs
190
+ 42.22%
$72.11 - $79.05 $13.7K - $15K
640 $50K
SNA
Snap On Inc

Industrials
8
+ 1.54%
$255.35 - $289.77 $2.04K - $2.32K
528 $152K
C
Citigroup Inc

Financial Services
340
+ 5.61%
$56.11 - $67.61 $19.1K - $23K
6.4K $400K
EQIX
Equinix Inc

Real Estate
11
+ 21.15%
$749.0 - $890.01 $8.24K - $9.79K
63 $55K
SMR
Nuscale Power Corp

Industrials
1.4K
New
$6.98 - $15.81 $9.78K - $22.1K
1.4K $16K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
24
+ 0.37%
$26.13 - $31.72 $627 - $761
6.53K $202K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
847
+ 258.23%
$15.81 - $18.96 $13.4K - $16.1K
1.18K $21K
UBS
Ubs Group Ag

Financial Services
450
+ 41.59%
$27.97 - $31.42 $12.6K - $14.1K
1.53K $47K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
9
+ 0.3%
$91.37 - $101.65 $822 - $915
2.98K $302K
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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