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.
Portfolio value
$778 Million
ETFs: $470 Million
Technology: $87.6 Million
Financial Services: $45.4 Million
Industrials: $30.7 Million
Healthcare: $30.4 Million
Consumer Cyclical: $24.5 Million
Energy: $24.3 Million
Communication Services: $18.1 Million
Other: $38.1 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
