Continuum Advisory, LLC Sells in Q4 2024

Continuum Advisory, LLC

  • $760 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-42
- 0.51%
$442.29 - $483.08 $18.6K - $20.3K
8.14K $3.69M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1K
- 8.61%
$56.06 - $61.35 $56.1K - $61.4K
10.6K $599K
GD
General Dynamics Corp

Industrials
-181
- 34.87%
$260.28 - $314.03 $47.1K - $56.8K
338 $89K
GLD
Spdr Gold Trust

ETFs
-201
- 1.48%
$236.59 - $257.5 $47.6K - $51.8K
13.4K $3.25M
ES
Eversource Energy

Utilities
-484
- 15.04%
$55.9 - $67.73 $27.1K - $32.8K
2.74K $157K
HYG
Ishares Tr

ETFs
-439
- 2.8%
$78.09 - $80.04 $34.3K - $35.1K
15.2K $1.2M
PID
Invesco Exchange Traded Fd Tr

ETFs
-3.31K
- 4.68%
N/A
67.4K $1.2M
SBUX
Starbucks Corp

Consumer Cyclical
-34
- 0.39%
$87.44 - $102.5 $2.97K - $3.49K
8.65K $787K
BNDX
Vanguard Total International B

ETFs
-739
- 4.35%
$48.91 - $50.61 $36.1K - $37.4K
16.2K $796K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-1.8K
- 25.99%
$23.11 - $25.17 $41.5K - $45.2K
5.11K $118K
GIS
General Mills Inc

Consumer Defensive
-51
- 1.02%
$62.78 - $74.62 $3.2K - $3.81K
4.96K $316K
ROP
Roper Technologies Inc

Industrials
-23
- 2.17%
$519.85 - $575.95 $12K - $13.2K
1.04K $540K
PAXS
Pimco Access Income Fund

Financial Services
-2.78K
- 51.69%
$15.13 - $17.17 $42.1K - $47.8K
2.6K $39K
TGT
Target Corp

Consumer Defensive
-289
- 61.1%
$121.59 - $160.69 $35.1K - $46.4K
184 $24K
TDSC
Exchange Listed Fds Tr Cabana

ETFs
-873
- 3.31%
$24.43 - $26.01 $21.3K - $22.7K
25.5K $623K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-195
- 7.67%
$59.25 - $72.99 $11.6K - $14.2K
2.35K $140K
WLK
Westlake Corp

Basic Materials
-306
- 96.23%
$113.23 - $148.98 $34.6K - $45.6K
12 $1K
CEG
Constellation Energy Corp

Utilities
-20
- 1.74%
$224.28 - $285.52 $4.49K - $5.71K
1.13K $254K
DOW
Dow Inc.

Basic Materials
-11
- 0.37%
$39.1 - $55.34 $430 - $609
2.99K $120K
JPUS
Jpmorgan Diversified Return Us

ETFs
-300
- 16.03%
$114.05 - $123.77 $34.2K - $37.1K
1.57K $179K
VLO
Valero Energy Corp

Energy
-207
- 15.41%
$118.59 - $144.02 $24.5K - $29.8K
1.14K $139K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-668
- 11.83%
$51.58 - $52.91 $34.5K - $35.3K
4.98K $257K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-226
- 0.76%
$49.79 - $51.14 $11.3K - $11.6K
29.6K $1.48M
CION
Cion Investment Corp

Financial Services
-1.39K
- 2.97%
$11.25 - $12.08 $15.6K - $16.8K
45.4K $517K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-179
- 5.6%
$75.65 - $83.47 $13.5K - $14.9K
3.02K $229K
D
Dominion Energy, Inc

Utilities
-400
- 9.33%
$52.63 - $60.92 $21.1K - $24.4K
3.89K $209K
SO
Southern CO

Utilities
-235
- 11.66%
$81.5 - $94.15 $19.2K - $22.1K
1.78K $146K
LOW
Lowes Companies Inc

Consumer Cyclical
-1
- 0.07%
$244.52 - $284.07 $245 - $284
1.39K $342K
FE
Firstenergy Corp

Utilities
-172
- 2.91%
$39.14 - $44.52 $6.73K - $7.66K
5.74K $228K
TDSB
Exchange Listed Fds Tr Cabana

ETFs
-620
- 3.21%
$21.64 - $22.94 $13.4K - $14.2K
18.7K $404K
CI
Cigna Corp

Healthcare
-41
- 13.18%
$265.59 - $358.58 $10.9K - $14.7K
270 $74K
WEN
Wendy'S CO

Consumer Cyclical
-1.56K
- 32.42%
$16.26 - $20.42 $25.3K - $31.8K
3.24K $52K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-8
- 0.12%
$37.12 - $41.23 $297 - $330
6.94K $257K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-123
- 1.19%
$43.02 - $47.32 $5.29K - $5.82K
10.2K $440K
STX
Seagate Technology Holdings PLC

Technology
-4
- 0.31%
$86.31 - $112.64 $345 - $451
1.28K $110K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-143
- 0.55%
$48.33 - $49.08 $6.91K - $7.02K
25.8K $1.25M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-272
- 14.88%
$91.94 - $100.02 $25K - $27.2K
1.56K $144K
MPC
Marathon Petroleum Corp

Energy
-64
- 7.76%
$131.65 - $174.84 $8.43K - $11.2K
761 $106K
OGE
Oge Energy Corp.

Utilities
-682
- 66.86%
$39.65 - $44.08 $27K - $30.1K
338 $13K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-331
- 46.95%
$89.97 - $98.59 $29.8K - $32.6K
374 $35K
NKE
Nike, Inc.

Consumer Cyclical
-237
- 34.3%
$73.36 - $89.13 $17.4K - $21.1K
454 $34K
SHV
Ishares Tr

ETFs
-238
- 22.28%
$109.92 - $110.57 $26.2K - $26.3K
830 $91K
MCK
Mckesson Corp

Healthcare
-101
- 24.22%
$482.27 - $628.5 $48.7K - $63.5K
316 $180K
EUSB
Ishares Tr Esg Advanced Total

Technology
-542
- 35.7%
$42.39 - $44.29 $23K - $24K
976 $41K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-462
- 12.67%
$28.76 - $32.28 $13.3K - $14.9K
3.18K $92K
ISRG
Intuitive Surgical Inc

Healthcare
-76
- 15.54%
$471.27 - $550.62 $35.8K - $41.8K
413 $215K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-155
- 2.83%
$27.09 - $32.06 $4.2K - $4.97K
5.33K $149K
PEG
Public Service Enterprise Group Inc

Utilities
-69
- 1.8%
$81.87 - $94.51 $5.65K - $6.52K
3.76K $317K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-114
- 5.86%
$106.56 - $113.11 $12.1K - $12.9K
1.83K $195K
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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