Continuum Advisory, LLC Reduced Holdings in Q4 2024

Continuum Advisory, LLC

  • $760 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-155
- 2.83%
$27.09 - $32.06 $4.2K - $4.97K
5.33K $149K
XLB
Select Sector Spdr Fd Material

ETFs
-139
- 14.76%
$83.8 - $97.58 $11.6K - $13.6K
803 $67K
NEM
Newmont Corp

Basic Materials
-13
- 0.95%
$37.0 - $58.68 $481 - $763
1.36K $50K
SLV
I Shares Silver Trust

ETFs
-600
- 18.36%
$26.33 - $31.74 $15.8K - $19K
2.67K $70K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-281
- 95.25%
$78.43 - $87.17 $22K - $24.5K
14 $1K
BGS
B&G Foods, Inc.

Consumer Defensive
-2K
- 50.0%
$6.21 - $8.91 $12.4K - $17.8K
2K $13K
SPY
Spdr S&P 500 ETF Trust

ETFs
-183
- 2.63%
$567.81 - $607.81 $104K - $111K
6.78K $3.97M
FTCS
First Trust Capital Strength E

ETFs
-114
- 3.14%
$87.62 - $94.03 $9.99K - $10.7K
3.52K $308K
UBER
Uber Technologies, Inc

Technology
-7
- 0.5%
$59.93 - $86.34 $420 - $604
1.38K $83K
XLU
Utilities Sector Spdr

ETFs
-7
- 0.17%
$74.89 - $82.93 $524 - $581
4.04K $305K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-353
- 84.45%
$51.33 - $53.74 $18.1K - $19K
65 $3K
DHR
Danaher Corp

Healthcare
-49
- 29.34%
$226.16 - $274.52 $11.1K - $13.5K
118 $27K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-152
- 9.05%
$94.77 - $97.36 $14.4K - $14.8K
1.53K $145K
MDB
Mongo Db, Inc.

Technology
-57
- 41.61%
$232.81 - $350.13 $13.3K - $20K
80 $18K
SON
Sonoco Products CO

Consumer Cyclical
-56
- 2.07%
$48.6 - $54.89 $2.72K - $3.07K
2.65K $129K
EPD
Enterprise Products Partners L.P.

Energy
-1.18K
- 13.3%
$28.66 - $34.43 $33.7K - $40.5K
7.66K $240K
AOA
Ishares Tr Core Aggressive All

ETFs
-190
- 29.69%
$76.61 - $79.88 $14.6K - $15.2K
450 $34K
DGRO
Ishares Core Dividend Growth E

ETFs
-126
- 2.02%
$60.73 - $64.94 $7.65K - $8.18K
6.12K $375K
KEYS
Keysight Technologies, Inc.

Technology
-118
- 8.97%
$149.01 - $172.53 $17.6K - $20.4K
1.2K $192K
CHKP
Check Point Software Technologies LTD

Technology
-37
- 2.53%
$170.18 - $209.01 $6.3K - $7.73K
1.42K $265K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-141
- 4.28%
$30.93 - $33.94 $4.36K - $4.79K
3.15K $97K
WY
Weyerhaeuser CO

Real Estate
-220
- 13.66%
$27.21 - $33.7 $5.99K - $7.41K
1.39K $39K
EXC
Exelon Corp

Utilities
-266
- 20.21%
$36.22 - $40.97 $9.63K - $10.9K
1.05K $39K
EFX
Equifax Inc

Industrials
-43
- 78.18%
$245.03 - $293.5 $10.5K - $12.6K
12 $3K
IYK
Ishares U.S. Consumer Staples

ETFs
-144
- 19.83%
$65.32 - $70.92 $9.41K - $10.2K
582 $38K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-115
- 80.99%
$99.04 - $109.59 $11.4K - $12.6K
27 $2K
CDW
Cdw Corp

Technology
-1
- 0.44%
$171.49 - $225.64 $171 - $226
224 $38K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-52
- 11.48%
$131.66 - $144.0 $6.85K - $7.49K
401 $52K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-50
- 3.66%
$39.22 - $47.52 $1.96K - $2.38K
1.32K $52K
HPQ
Hp Inc

Technology
-11
- 0.3%
$32.46 - $39.3 $357 - $432
3.65K $119K
O
Realty Income Corp

Real Estate
-109
- 17.36%
$51.76 - $64.71 $5.64K - $7.05K
519 $27K
WM
Waste Management Inc

Industrials
-40
- 6.27%
$201.79 - $228.46 $8.07K - $9.14K
598 $120K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-237
- 8.95%
$62.07 - $66.61 $14.7K - $15.8K
2.41K $154K
GVI
Ishares Tr

ETFs
-70
- 4.18%
$103.89 - $107.05 $7.27K - $7.49K
1.6K $167K
USXF
Ishares Esg Advanced Msci Usa

Technology
-263
- 10.41%
$48.45 - $52.57 $12.7K - $13.8K
2.26K $112K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-204
- 40.16%
$50.14 - $52.56 $10.2K - $10.7K
304 $15K
CROX
Crocs, Inc.

Consumer Cyclical
-69
- 90.79%
$96.51 - $141.93 $6.66K - $9.79K
7 $0
HOG
Harley Davidson, Inc.

Consumer Cyclical
-60
- 5.44%
$29.69 - $38.02 $1.78K - $2.28K
1.04K $31K
DG
Dollar General Corp

Consumer Defensive
-125
- 89.93%
$73.27 - $84.47 $9.16K - $10.6K
14 $1K
OXY
Occidental Petroleum Corp

Energy
-110
- 4.94%
$45.36 - $55.91 $4.99K - $6.15K
2.12K $104K
ALLY
Ally Financial Inc.

Financial Services
-280
- 86.96%
$34.12 - $39.98 $9.55K - $11.2K
42 $1K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-92
- 85.98%
$101.82 - $114.06 $9.37K - $10.5K
15 $1K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-232
- 5.48%
$41.09 - $45.94 $9.53K - $10.7K
4K $168K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-160
- 8.97%
$129.96 - $144.97 $20.8K - $23.2K
1.62K $226K
SHEL
Shell PLC

Energy
-120
- 26.73%
$60.63 - $70.23 $7.28K - $8.43K
329 $20K
ED
Consolidated Edison Inc

Utilities
-10
- 1.87%
$88.87 - $107.38 $889 - $1.07K
524 $46K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1
- 0.01%
$176.42 - $186.91 $176 - $187
6.77K $1.21M
VEU
Vanguard Ftse All World Ex Us

ETFs
-27
- 2.69%
$57.29 - $63.1 $1.55K - $1.7K
975 $55K
VOYA
Voya Financial, Inc.

Financial Services
-100
- 79.37%
$65.93 - $83.9 $6.59K - $8.39K
26 $1K
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