Continuum Advisory, LLC Portfolio Holdings

Continuum Advisory, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $760 Million distributed in 1856 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 $31.7M, Apple Inc. with a value of $31.5M, J P Morgan Exchange Traded Fd with a value of $21.2M, Vanguard Total Stock Market Et with a value of $20.7M, and Microsoft Corp with a value of $18.5M.

Examining the 13F form we can see an decrease of $18.1M in the current position value, from $778M to 760M. Also it can be appreciated an additional of 86 stocks purchases and 2 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.