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.
Portfolio value
$760 Million
ETFs: $443 Million
Technology: $90.9 Million
Financial Services: $47.2 Million
Industrials: $32.2 Million
Consumer Cyclical: $28.4 Million
Healthcare: $26.3 Million
Energy: $24.8 Million
Communication Services: $19.7 Million
Other: $37.6 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
