Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

Continuum Advisory, LLC

Quarter ended Q4 2023 · Filed December 13, 2023 · Accession 0001846532-23-000024

Total Value
$444.6M
Positions
310
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (310)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL183,380$27.4M6.17%
2SPDR SER TR78468R8611,035,354$21.9M4.92%
3VANGUARD INDEX FDS92290865271,244$13.0M2.93%
4SPDR SER TR78468R81275,569$9.9M2.22%
5MICROSOFT CORPMSFT27,399$9.2M2.07%
6VANGUARD INDEX FDS92290863736,667$8.1M1.82%
7AMAZON COM INCAMZN4,689$8.0M1.79%
8VANGUARD BD INDEX FDS92193781988,039$7.7M1.74%
9SPDR SER TR78464A854133,870$7.5M1.68%
10FIRST TR EXCHANGE-TRADED FD33739Q507177,663$7.4M1.66%
11T ROWE PRICE ETF INC87283Q404201,336$7.1M1.60%
12SPDR INDEX SHS FDS78463X889165,584$6.0M1.36%
13VANGUARD BD INDEX FDS92193782772,924$5.9M1.33%
14ARK ETF TR00214Q10462,099$5.9M1.32%
15ISHARES TR46428720012,294$5.9M1.32%
16VANGUARD INDEX FDS92290876923,162$5.6M1.26%
17SPDR SER TR78464A40969,011$5.0M1.12%
18ISHARES TR46428858846,451$5.0M1.12%
19VANGUARD BD INDEX FDS92193783558,496$5.0M1.12%
20SCHWAB STRATEGIC TR80852440964,976$4.8M1.07%
21AMERICAN CENTY ETF TR02507280271,523$4.6M1.04%
22SCHWAB STRATEGIC TR808524805105,717$4.1M0.92%
23APPLE INCAAPL22,960$4.1M0.92%
24SPDR SER TR78464A474129,921$4.0M0.91%
25ISHARES TR46428780434,905$4.0M0.90%
26ISHARES TR46428745746,048$3.9M0.89%
27VANGUARD INDEX FDS92290862915,345$3.9M0.88%
28SCHWAB STRATEGIC TR80852430023,079$3.8M0.85%
29SPDR INDEX SHS FDS78463X50990,434$3.8M0.84%
30ISHARES TR46432F84248,651$3.6M0.82%
31ISHARES TR46429B74734,148$3.6M0.81%
32VANGUARD INDEX FDS92290875115,174$3.4M0.77%
33ISHARES TR46428765514,663$3.3M0.73%
34ISHARES TR46435G67256,548$3.1M0.69%
35SCHWAB STRATEGIC TR80852460729,641$3.0M0.68%
36TELEFLEX INCORPORATEDTFX8,184$2.7M0.60%
37ALPHABET INCGOOG913$2.6M0.59%
38VANGUARD TAX-MANAGED INTL FD92194385851,415$2.6M0.59%
39DISNEY WALT CO25468710618,301$2.5M0.56%
40VANGUARD INDEX FDS92290861113,633$2.4M0.55%
41SPDR SER TR78464A65676,336$2.4M0.54%
42PROSHARES TR74348A46724,241$2.4M0.54%
43PROSHARES TR74347R69318,671$2.4M0.53%
44VANGUARD INDEX FDS9229087367,315$2.3M0.53%
45PARK AEROSPACE CORPPKE175,819$2.3M0.52%
46VANGUARD SCOTTSDALE FDS92206C68029,094$2.3M0.51%
47VANGUARD SCOTTSDALE FDS92206C40927,656$2.2M0.51%
48META PLATFORMS INCMETA6,613$2.2M0.50%
49CHEVRON CORP NEWCVX18,473$2.2M0.49%
50SCHWAB STRATEGIC TR80852477136,403$2.1M0.48%
51ADOBE SYSTEMS INCORPORATEDADBE3,591$2.0M0.46%
52JOHNSON & JOHNSONJNJ11,728$2.0M0.45%
53INVESCO ACTIVLY MANGD ETC FDIVZ142,016$2.0M0.45%
54VANGUARD INDEX FDS92290855317,024$2.0M0.44%
55VANGUARD SPECIALIZED FUNDS92190884411,380$2.0M0.44%
56JPMORGAN CHASE & COVYLD38,495$1.9M0.43%
57TESLA INCTSLA23,785$1.9M0.43%
58ISHARES TR46428851321,772$1.9M0.43%
59ISHARES TR46428856218,992$1.9M0.42%
60HOME DEPOT INCHD4,494$1.9M0.42%
61SCHWAB STRATEGIC TR80852450823,089$1.9M0.42%
62VANGUARD INTL EQUITY INDEX F92204285837,385$1.8M0.42%
63BERKSHIRE HATHAWAY INC DELBRK-A4$1.8M0.41%
64SCHWAB STRATEGIC TR80852487028,548$1.8M0.40%
65VANGUARD MUN BD FDS92290774632,289$1.8M0.40%
66INVESCO QQQ TRIVZ30,388$1.8M0.40%
67SPDR S&P 500 ETF TRSPY5,052$1.8M0.40%
68ESSENTIAL UTILS INC29670G10232,752$1.8M0.40%
69COSTCO WHSL CORP NEW22160K1053,035$1.7M0.39%
70CERNER CORP15678210418,557$1.7M0.39%
71NVIDIA CORPORATIONNVDA5,745$1.7M0.38%
72UNITEDHEALTH GROUP INCUNH3,137$1.6M0.35%
73VANGUARD STAR FDS92190976824,744$1.6M0.35%
74PEMBINA PIPELINE CORPPPLOF51,621$1.6M0.35%
75J P MORGAN EXCHANGE-TRADED F46641Q83730,225$1.5M0.34%
76PROCTER AND GAMBLE CO7427181099,323$1.5M0.34%
77VISA INCV28,853$1.5M0.34%
78NETFLIX INCNFLX3,872$1.5M0.33%
79ISHARES TR46428841412,548$1.5M0.33%
80BERKSHIRE HATHAWAY INC DELBRK-A4,861$1.5M0.33%
81VANGUARD MALVERN FDS92202080527,297$1.4M0.32%
82ISHARES TR46434V61325,600$1.4M0.30%
83WALMART INCWMT30,075$1.3M0.30%
84WORLD GOLD TRGLDW72,849$1.3M0.30%
85ABBVIE INCABBV9,691$1.3M0.30%
86KODIAK SCIENCES INCKOD15,381$1.3M0.29%
87ETF SER SOLUTIONS26922A24840,770$1.3M0.29%
88ISHARES TR46432F83417,850$1.3M0.28%
89SPDR SER TR78464A64942,024$1.2M0.28%
90ISHARES TR4642871769,494$1.2M0.28%
91VANGUARD CHARLOTTE FDS92203J40722,178$1.2M0.28%
92THERMO FISHER SCIENTIFIC INCTMO1,824$1.2M0.27%
93VANECK ETF TRUST92189F43736,859$1.2M0.27%
94VERIZON COMMUNICATIONS INCVZ24,085$1.2M0.27%
95VANECK ETF TRUST92189H40919,049$1.2M0.27%
96VANGUARD INDEX FDS9229083632,698$1.2M0.26%
97SPDR SER TR78468R85325,900$1.2M0.26%
98SSGA ACTIVE ETF TR78467V84823,361$1.1M0.25%
99ACCENTURE PLC IRELANDACN2,651$1.1M0.25%
100ISHARES TR46428749913,177$1.1M0.25%
101ISHARES TR46432F3965,899$1.1M0.24%
102SPDR SER TR78468R73921,594$1.1M0.24%
103FIRST TR EXCHANGE-TRADED FD33738R50620,349$1.1M0.24%
104MASTERCARD INCORPORATEDMA2,835$1.0M0.23%
105CISCO SYS INCCSCO16,006$1.0M0.23%
106J P MORGAN EXCHANGE-TRADED F46641Q83719,971$1.0M0.23%
107ISHARES TR4642875073,535$1.0M0.23%
108ALPHABET INCGOOG1,544$997,0000.22%
109ISHARES TR46429B26737,241$994,0000.22%
110ISHARES TR46428827313,110$958,0000.22%
111SELECT SECTOR SPDR TR81369Y8035,502$957,0000.22%
112MCDONALDS CORPMCD25,427$941,0000.21%
113ISHARES INC46434G10315,333$918,0000.21%
114EDWARDS LIFESCIENCES CORPEW7,035$911,0000.20%
115DANAHER CORPORATION2358511022,729$898,0000.20%
116EXXON MOBIL CORPXOM14,603$894,0000.20%
117ZOETIS INCZTS3,651$891,0000.20%
118NXP SEMICONDUCTORS N VNXPI3,900$888,0000.20%
119VANGUARD INDEX FDS9229087446,007$884,0000.20%
120PEPSICO INCPEP4,934$857,0000.19%
121SPDR SER TR78464A67226,284$842,0000.19%
122APPLIED MATLS INC0382221055,344$841,0000.19%
123ISHARES TR46435G4257,760$837,0000.19%
124PFIZER INCPFE40,651$833,0000.19%
125STARBUCKS CORPSBUX6,990$818,0000.18%
126ISHARES TR4642882817,321$798,0000.18%
127ABBOTT LABSABLZF5,642$794,0000.18%
128QUALCOMM INCQCOM4,333$792,0000.18%
129ISHARES TR4642871686,386$783,0000.18%
130CECO ENVIRONMENTAL CORPCECO125,418$781,0000.18%
131NEXTERA ENERGY INCNEE-PW8,357$780,0000.18%
132FIRST TR EXCHANGE-TRADED FD33733E2034,799$777,0000.17%
133FIRST TR EXCHANGE-TRADED FD33733E1049,183$776,0000.17%
134INTEL CORPINTC15,025$774,0000.17%
135PIMCO ETF TR72201R86613,743$772,0000.17%
136VANGUARD ADMIRAL FDS INC9219328283,660$769,0000.17%
137ADVANCED MICRO DEVICES INCAMD5,339$768,0000.17%
138MODERNA INCMRNA3,025$768,0000.17%
139ASML HOLDING N VASMLF958$763,0000.17%
140BLACKSTONE INCBX5,870$760,0000.17%
141PROLOGIS INC.PLDGP4,453$750,0000.17%
142CINTAS CORPCTAS1,685$747,0000.17%
143COMCAST CORP NEWCCZ14,442$727,0000.16%
144ALLY FINL INC02005N10015,065$717,0000.16%
145AMERICAN WTR WKS CO INC NEW0304201033,765$711,0000.16%
146FIRST TR VALUE LINE DIVID IN33734H10616,415$707,0000.16%
147ISHARES TR4642872266,166$703,0000.16%
148COCA COLA COKO38,762$691,0000.16%
149ARK ETF TR00214Q2038,911$686,0000.15%
150AT&T INCT-PC26,861$661,0000.15%
151ORACLE CORPORCL-PD7,573$660,0000.15%
152SPDR SER TR78464A80511,272$659,0000.15%
153SCHWAB STRATEGIC TR80852476311,819$657,0000.15%
154T-MOBILE US INCTMUSZ5,647$655,0000.15%
155HCA HEALTHCARE INCHCA2,523$648,0000.15%
156CANADIAN NAT RES LTD13638510115,285$646,0000.15%
157MERCK & CO INCMRK8,263$633,0000.14%
158SCHWAB STRATEGIC TR8085242015,469$622,0000.14%
159SHERWIN WILLIAMS COSHW1,754$618,0000.14%
160ISHARES TR46434V64720,120$616,0000.14%
161MID-AMER APT CMNTYS INC59522J1032,669$612,0000.14%
162EXPEDIA GROUP INCEXPE3,374$610,0000.14%
163VANGUARD INDEX FDS9229085952,128$600,0000.13%
164VANGUARD WHITEHALL FDS9219464065,313$596,0000.13%
165ISHARES TR46432F3394,038$588,0000.13%
166VANGUARD WHITEHALL FDS9219468857,450$579,0000.13%
167S&P GLOBAL INCSPGI1,224$578,0000.13%
168FIRST TR EXCHANGE-TRADED FD33738D30912,049$577,0000.13%
169PROSHARES TR II74347Y8886,593$572,0000.13%
170FIRST TR MORNINGSTAR DIVID L33691710915,941$567,0000.13%
171AON PLCAON1,880$565,0000.13%
172HARTFORD FINL SVCS GROUP INCHIG-PG8,068$557,0000.13%
173ROPER TECHNOLOGIES INCROP1,128$555,0000.12%
174TESLA INCTSLA525$555,0000.12%
175EATON CORP PLCETN3,185$550,0000.12%
176AMERICAN TOWER CORP NEW03027X1001,871$547,0000.12%
177ISHARES TR4642875231,000$542,0000.12%
178FIRST TR EXCHANGE-TRADED FD33739Q4089,040$541,0000.12%
179TRANSUNIONTRU4,549$539,0000.12%
180ISHARES TR46429B6976,622$536,0000.12%
181DIMENSIONAL ETF TRUST25434V70818,018$522,0000.12%
182CME GROUP INCCME2,266$518,0000.12%
183ISHARES TR4642874404,499$517,0000.12%
184TARGET CORPTGT2,229$516,0000.12%
185ISHARES TR4642873096,075$508,0000.11%
186SELECT SECTOR SPDR TR81369Y60512,802$500,0000.11%
187LOCKHEED MARTIN CORPLMT1,348$479,0000.11%
188ALLSTATE CORPALL-PJ4,058$477,0000.11%
189SPDR SER TR78464A8885,490$471,0000.11%
190FIDELITY COVINGTON TRUST3160927098,338$469,0000.11%
191EQUINIX INCEQIX550$465,0000.10%
192ISHARES TR4642888854,058$448,0000.10%
193VANGUARD INTL EQUITY INDEX F9220427183,325$445,0000.10%
194TRANE TECHNOLOGIES PLCTT2,187$442,0000.10%
195KEYCORP49326710819,104$442,0000.10%
196DIGITAL RLTY TR INC2538681032,492$441,0000.10%
197ISHARES TR4642886387,374$437,0000.10%
198ISHARES TR4642881584,032$433,0000.10%
199SPDR DOW JONES INDL AVERAGE78467X1091,189$432,0000.10%
200BK OF AMERICA CORP0605051049,659$430,0000.10%
201FIFTH THIRD BANCORPFITBM9,809$427,0000.10%
202NORTHROP GRUMMAN CORPNOC1,101$426,0000.10%
203ISHARES TR4642876141,383$423,0000.10%
204PAYCHEX INCPAYX3,088$422,0000.09%
205INVESCO EXCHANGE TRADED FD TIVZ2,451$421,0000.09%
206NATIONAL RETAIL PROPERTIES INNN8,720$419,0000.09%
207PHILIP MORRIS INTL INC7181721094,307$409,0000.09%
208CROWN CASTLE INTL CORP NEWCCI1,958$409,0000.09%
209CONOCOPHILLIPSCOP5,625$406,0000.09%
210ISHARES INC4642864264,867$399,0000.09%
211SYNCHRONY FINANCIALSYF-PB8,592$399,0000.09%
212MICRON TECHNOLOGY INCMU4,229$394,0000.09%
213ALTRIA GROUP INCMO8,259$391,0000.09%
214MARATHON PETE CORPMARA5,965$382,0000.09%
215AMERICAN ELEC PWR CO INC0255371014,248$378,0000.09%
216AMGEN INCAMGN1,679$378,0000.09%
217GENERAL MLS INC3703341045,523$372,0000.08%
218ISHARES TR4642881824,497$372,0000.08%
219VIASAT INCVSAT8,339$371,0000.08%
220VANGUARD WORLD FDS92204A702806$369,0000.08%
221INVESCO EXCH TRADED FD TR IIIVZ16,621$367,0000.08%
222CSX CORPCSX9,657$363,0000.08%
223HERCULES CAPITAL INCHCXY21,801$362,0000.08%
224ISHARES TR46429B5987,877$361,0000.08%
225AMERICAN FIN TR INC02607T10939,361$359,0000.08%
226SPDR SER TR78468R7888,544$359,0000.08%
227LINDE PLCLIN1,034$358,0000.08%
228ARES CAPITAL CORPARCC16,863$357,0000.08%
229EMERSON ELEC COEMR3,741$348,0000.08%
230AT&T INCT-PC13,727$338,0000.08%
231OLD DOMINION FREIGHT LINE INODFL925$332,0000.07%
232SPDR SER TR78464A7632,566$331,0000.07%
233ISHARES TR4642872915,069$326,0000.07%
234FIDELITY NATIONAL FINANCIALFNF6,187$323,0000.07%
235SPDR SER TR78464A8476,340$315,0000.07%
236WILLIAMS COS INC96945710012,085$315,0000.07%
237FORD MTR CO DEL34537086015,097$314,0000.07%
238VANGUARD INDEX FDS9229085122,088$314,0000.07%
239CION INVT CORP17259U20423,991$314,0000.07%
240CATERPILLAR INCCAT1,511$312,0000.07%
241ISHARES TR46434V4567,877$310,0000.07%
242EVERSOURCE ENERGYES3,394$309,0000.07%
243FRANKLIN ETF TR3535061083,264$307,0000.07%
244CITIZENS FINL GROUP INCCIA6,501$307,0000.07%
245AMERICAN EXPRESS COAXP1,866$305,0000.07%
246SYNOPSYS INCSNPS825$304,0000.07%
247ISHARES TR4642871502,836$303,0000.07%
248LILLY ELI & COLLY1,094$302,0000.07%
249ISHARES TR4642885214,448$301,0000.07%
250CINCINNATI FINL CORP1720621012,629$300,0000.07%
251VANGUARD WORLD FD9219108402,749$294,0000.07%
252DUKE ENERGY CORP NEWDUKB2,791$293,0000.07%
253ISHARES TR46436E6195,910$292,0000.07%
254METLIFE INCMET-PF4,651$291,0000.07%
255DOMINION ENERGY INCD3,691$290,0000.07%
256J P MORGAN EXCHANGE-TRADED F46641Q4072,727$289,0000.07%
257BROADCOM INCAVGO430$286,0000.06%
258ISHARES TR4642888775,621$283,0000.06%
259PAYPAL HLDGS INCPYPL1,499$283,0000.06%
260ISHARES TR4642886465,072$273,0000.06%
261VANECK ETF TRUST92189F35312,161$273,0000.06%
262MORGAN STANLEYMS-PQ2,745$269,0000.06%
263SOUTHERN COSOMN3,895$267,0000.06%
264INVESCO EXCH TRADED FD TR IIIVZ3,387$261,0000.06%
265ETF SER SOLUTIONS26922A2896,185$258,0000.06%
266GALLAGHER ARTHUR J & CO3635761091,451$246,0000.06%
267ENTERPRISE PRODS PARTNERS L29379210711,158$245,0000.06%
268PIMCO ETF TR72201R8332,399$244,0000.05%
269CHARLES RIV LABS INTL INC159864107645$243,0000.05%
270INTERNATIONAL PAPER CO4601461035,137$241,0000.05%
271ENTERGY CORP NEWENO2,128$240,0000.05%
272LOWES COS INC548661107906$234,0000.05%
273UNITED PARCEL SERVICE INCUPS1,083$232,0000.05%
274BCE INCBCPPF4,414$230,0000.05%
275ISHARES TR4642878871,660$230,0000.05%
276FIRST HORIZON CORPORATIONFHN-PH14,025$229,0000.05%
277SPDR SER TR78468R6483,846$227,0000.05%
278FS KKR CAP CORPFSK10,726$225,0000.05%
279DEXCOM INCDXCM417$224,0000.05%
280TEXAS INSTRS INC8825081041,174$221,0000.05%
281SALESFORCE COM INCCRM867$220,0000.05%
282ARK ETF TR00214Q3023,581$219,0000.05%
283ATMOS ENERGY CORPATO2,079$218,0000.05%
284FIRST TR EXCHANGE-TRADED FD33739Q2004,345$217,0000.05%
285ALPHABET INCGOOG75$217,0000.05%
286INVESCO EXCHANGE TRADED FD TIVZ3,008$215,0000.05%
287ISHARES TR4642894203,051$214,0000.05%
288SONOCO PRODS CO8354951023,621$210,0000.05%
289SELECT SECTOR SPDR TR81369Y4071,021$209,0000.05%
290FIDELITY COVINGTON TRUST3160926003,034$208,0000.05%
291TYSON FOODS INCTSN2,378$207,0000.05%
292J P MORGAN EXCHANGE-TRADED F46641Q6544,034$206,0000.05%
293GLOBAL X FDS37954Y6737,100$204,0000.05%
294VANGUARD INTL EQUITY INDEX F9220426763,740$202,0000.05%
295AVANGRID INC05351W1034,025$201,0000.05%
296ALPHABET INCGOOG69$200,0000.04%
297COMCAST CORP NEWCCZ3,980$200,0000.04%
298GENERAL ELECTRIC CO36960430124,772$190,0000.04%
299CION INVT CORP17259U20410,040$131,0000.03%
300SELECT SECTOR SPDR TR81369Y50623,509$51,0000.01%
301BLACKSTONE MORTGAGE TRUST IN09257WAC450,000$51,0000.01%
302HASBRO INCHAS26,148$51,0000.01%
303TWO HARBORS INVENTMENT CORPO90187BAA945,000$45,0000.01%
304NOVAVAX INCNVAX22,600$37,0000.01%
305IAMGOLD CORPIAG10,600$33,0000.01%
306T2 BIOSYSTEMS INC89853L10450,000$26,0000.01%
307RIO TINTO PLCRTNTF22,588$25,0000.01%
308STEEL DYNAMICS INCSTLD22,030$24,0000.01%
309TWITTER INC90184L10222,025$23,0000.01%
310WALKER & DUNLOP INCWD21,006$22,0000.00%