Continuum Advisory, LLC Sells in Q4 2024

Continuum Advisory, LLC

  • $760 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
-27
- 2.69%
$57.29 - $63.1 $1.55K - $1.7K
975 $55K
AIZ
Assurant, Inc.

Financial Services
-40
- 85.11%
$186.6 - $228.68 $7.46K - $9.15K
7 $1K
VOYA
Voya Financial, Inc.

Financial Services
-100
- 79.37%
$65.93 - $83.9 $6.59K - $8.39K
26 $1K
TTE
Total Energies Se

Energy
-117
- 26.41%
N/A
326 $22K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-16
- 0.69%
$88.59 - $94.57 $1.42K - $1.51K
2.29K $203K
IWV
Ishares Russell 3000 ETF

ETFs
-24
- 72.73%
$323.08 - $349.08 $7.75K - $8.38K
9 $3K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-81
- 2.38%
$51.54 - $52.55 $4.17K - $4.26K
3.32K $171K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-5
- 45.45%
$701.85 - $1046.91 $3.51K - $5.23K
6 $4K
BP
Bp PLC

Energy
-62
- 2.18%
$28.16 - $33.14 $1.75K - $2.05K
2.78K $82K
BA
Boeing CO

Industrials
-255
- 16.69%
$138.14 - $180.72 $35.2K - $46.1K
1.27K $225K
VTWO
Vanguard Russell 2000 ETF

ETFs
-85
- 86.73%
$87.42 - $98.06 $7.43K - $8.34K
13 $1K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-318
- 14.87%
$20.98 - $21.19 $6.67K - $6.74K
1.82K $38K
DOX
Amdocs LTD

Technology
-75
Closed
$82.94 - $92.86 $6.22K - $6.96K
0 $0
EW
Edwards Lifesciences Corp

Healthcare
-153
- 23.36%
$64.54 - $75.92 $9.87K - $11.6K
502 $37K
IBN
Icici Bank LTD

Financial Services
-253
- 0.35%
$28.69 - $31.9 $7.26K - $8.07K
71.6K $2.14M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-49
- 10.23%
$124.61 - $133.96 $6.11K - $6.56K
430 $55K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-28
- 4.02%
$49.36 - $53.72 $1.38K - $1.5K
668 $32K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-199
- 4.32%
$33.92 - $36.6 $6.75K - $7.28K
4.41K $152K
EBAY
Ebay Inc

Consumer Cyclical
-14
- 1.17%
$57.51 - $67.17 $805 - $940
1.19K $73K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1
- 0.01%
$44.33 - $49.55 $44.3 - $49.6
8.13K $364K
AVUS
American Centy ETF Tr Avantis

ETFs
-61
- 72.62%
$94.36 - $102.06 $5.76K - $6.23K
23 $2K
SHW
Sherwin Williams CO

Basic Materials
-2
- 1.87%
$338.75 - $399.71 $678 - $799
105 $35K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-41
- 4.17%
$93.52 - $95.37 $3.83K - $3.91K
943 $88K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-23
- 2.03%
$58.61 - $64.79 $1.35K - $1.49K
1.11K $65K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-137
- 79.19%
$33.67 - $37.35 $4.61K - $5.12K
36 $1K
AMCR
Amcor PLC

Consumer Cyclical
-40
- 1.79%
$9.34 - $11.37 $374 - $455
2.2K $20K
CHWY
Chewy, Inc.

Consumer Cyclical
-125
- 59.24%
$26.51 - $35.87 $3.31K - $4.48K
86 $2K
BLD
Top Build Corp

Industrials
-1
- 2.7%
$308.96 - $414.77 $309 - $415
36 $11K
NRG
Nrg Energy, Inc.

Utilities
-46
- 37.1%
$85.3 - $101.61 $3.92K - $4.67K
78 $7K
WING
Wingstop Inc.

Consumer Cyclical
-4
- 17.39%
$281.09 - $422.95 $1.12K - $1.69K
19 $5K
SJNK
Spdr Bloomberg Short Term High

ETFs
-121
- 25.37%
$25.09 - $25.69 $3.04K - $3.11K
356 $8K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-204
- 1.66%
$107.41 - $115.71 $21.9K - $23.6K
12.1K $1.33M
PUK
Prudential PLC

Financial Services
-107
- 11.41%
$15.52 - $18.99 $1.66K - $2.03K
831 $13K
EXPD
Expeditors International Of Washington Inc

Industrials
-15
- 11.11%
$110.5 - $128.26 $1.66K - $1.92K
120 $13K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-248
- 37.86%
$13.01 - $14.43 $3.23K - $3.58K
407 $5K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-129
- 35.93%
$26.05 - $29.17 $3.36K - $3.76K
230 $6K
MRNA
Moderna, Inc.

Healthcare
-1
- 0.63%
$36.85 - $63.93 $36.9 - $63.9
159 $6K
TMDX
Trans Medics Group, Inc.

Healthcare
-17
- 85.0%
$59.28 - $144.9 $1.01K - $2.46K
3 $0
VVV
Valvoline Inc

Energy
-38
- 12.88%
$36.18 - $43.41 $1.37K - $1.65K
257 $9K
OLN
Olin Corp

Basic Materials
-9
- 4.57%
$33.13 - $47.98 $298 - $432
188 $6K
RNR
Renaissancere Holdings LTD

Financial Services
-9
- 60.0%
$241.97 - $287.47 $2.18K - $2.59K
6 $1K
THC
Tenet Healthcare Corp

Healthcare
-5
- 6.49%
$125.42 - $168.52 $627 - $843
72 $9K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-15
- 6.33%
$70.1 - $76.53 $1.05K - $1.15K
222 $15K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-10
- 58.82%
$242.7 - $295.49 $2.43K - $2.95K
7 $1K
HAS
Hasbro, Inc.

Consumer Cyclical
-7
- 4.46%
$55.71 - $72.94 $390 - $511
150 $8K
FLR
Fluor Corp

Industrials
-52
- 35.14%
$46.92 - $58.93 $2.44K - $3.06K
96 $4K
DKNG
Draft Kings Inc.

Consumer Cyclical
-86
- 43.43%
$35.32 - $44.84 $3.04K - $3.86K
112 $4K
ACN
Accenture PLC

Technology
-1
- 0.08%
$343.9 - $376.86 $344 - $377
1.3K $456K
CTVA
Corteva, Inc.

Basic Materials
-2
- 0.2%
$55.21 - $64.13 $110 - $128
1.01K $57K
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