Continuum Advisory, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $727 Million distributed in 1658 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 $32.3M, Apple Inc. with a value of $29.4M, J P Morgan Exchange Traded Fd with a value of $23.2M, Vanguard Total Stock Market Et with a value of $19.9M, and Vanguard Extended Market ETF with a value of $16.7M.
Examining the 13F form we can see an decrease of $33.1M in the current position value, from $760M to 727M.
Also it can be appreciated an additional of 132 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.
Portfolio value
$727 Million
ETFs: $421 Million
Technology: $82.4 Million
Financial Services: $54.1 Million
Healthcare: $33 Million
Energy: $27.4 Million
Consumer Cyclical: $23.5 Million
Communication Services: $19.6 Million
Consumer Defensive: $18.5 Million
Other: $36.8 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
