Continuum Advisory, LLC Portfolio Holdings

Continuum Advisory, LLC has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $778 Million distributed in 1914 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $32.1M, Apple Inc. with a value of $29.3M, J P Morgan Exchange Traded Fd with a value of $22.5M, Schwab Strategic Tr Us Dividen with a value of $20.4M, and Vanguard Total Stock Market Et with a value of $19.7M.

Examining the 13F form we can see an increase of $97.9M in the current position value, from $680M to 778M. Also it can be appreciated an additional of 348 stocks purchases and 5 closed positions.

Continuum Advisory, LLC is based out at Eagle, ID

Below you can find more details about Continuum Advisory, LLC portfolio as well as his latest detailed transactions.