Continuum Wealth Advisors, LLC Incresed Positions in Q3 2025

Continuum Wealth Advisors, LLC

  • $192 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
133K
+ 36.87%
$41.8 - $43.15 $5.54M - $5.72M
492K $21M
GLDM
World Gold Trust

ETFs
17.6K
+ 7.75%
$64.73 - $76.45 $1.14M - $1.35M
245K $18.7M
IVV
Ishares Core S&P 500 ETF

ETFs
2.03K
+ 5.07%
$620.67 - $670.08 $1.26M - $1.36M
42.1K $28.2M
XLK
Technology Sector Spdr

ETFs
11.1K
+ 994.72%
$250.97 - $282.66 $2.79M - $3.14M
12.2K $3.45M
AVUS
American Centy ETF Tr Avantis

ETFs
6.56K
+ 2.51%
$101.2 - $109.16 $663K - $716K
268K $29.1M
VEA
Vanguard Ftse Developed Market

ETFs
14.4K
+ 5.2%
$56.02 - $60.3 $806K - $867K
291K $17.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.8K
+ 8.26%
$49.43 - $54.52 $533K - $588K
141K $7.66M
XLC
Select Sector Spdr Tr Communic

ETFs
3.78K
+ 5.18%
$105.99 - $119.41 $401K - $452K
76.8K $9.09M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
714
+ 4.37%
$567.77 - $614.76 $405K - $439K
17K $10.4M
XLI
Industrial Sector Spdr

ETFs
2.48K
+ 5.05%
$147.94 - $154.99 $367K - $384K
51.6K $7.96M
MSFT
Microsoft Corp

Technology
749
+ 16.69%
$491.09 - $535.64 $368K - $401K
5.24K $2.71M
UNH
Unitedhealth Group Inc

Healthcare
1.23K
+ 168.26%
$237.77 - $353.61 $292K - $435K
1.96K $677K
AAPL
Apple Inc.

Technology
1.27K
+ 67.55%
$202.38 - $256.87 $258K - $327K
3.16K $804K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
17K
+ 111.93%
$19.49 - $19.61 $331K - $333K
32.2K $629K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
14.8K
+ 20.7%
$20.66 - $20.74 $307K - $308K
86.5K $1.79M
MUB
Ishares National Muni Bond ETF

ETFs
2.52K
+ 27.9%
$103.24 - $106.68 $261K - $269K
11.6K $1.23M
NVDA
Nvidia Corp

Technology
417
+ 13.19%
$153.3 - $186.58 $63.9K - $77.8K
3.58K $667K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.4K
+ 7.02%
$62.09 - $66.51 $86.9K - $93.1K
21.3K $1.39M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.88K
+ 15.17%
$23.82 - $25.84 $92.4K - $100K
29.5K $757K
AMZN
Amazon Com Inc

Consumer Cyclical
660
+ 36.59%
$211.65 - $238.24 $140K - $157K
2.46K $541K
META
Meta Platforms, Inc.

Communication Services
140
+ 44.16%
$695.21 - $791.73 $97.3K - $111K
457 $335K
VUG
Vanguard Growth ETF

ETFs
107
+ 10.78%
$433.97 - $484.08 $46.4K - $51.8K
1.1K $527K
JPM
Jpmorgan Chase & CO

Financial Services
166
+ 12.95%
$282.78 - $316.06 $46.9K - $52.5K
1.45K $456K
MCD
Mcdonalds Corp

Consumer Cyclical
100
+ 12.29%
$291.67 - $316.99 $29.2K - $31.7K
914 $277K
USFR
Wisdomtree Floating Rate Treas

ETFs
490
+ 2.15%
$50.23 - $50.48 $24.6K - $24.7K
23.3K $1.17M
IBM
International Business Machines Corp

Technology
100
+ 5.78%
$234.77 - $292.47 $23.5K - $29.2K
1.83K $516K
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.2%
N/A
1.98K $361K
Ea Series Trust
119
+ 1.25%
N/A
9.63K $0
Ge Vernova Inc
361
+ 52.86%
N/A
1.04K $0
Ea Series Trust
5.11K
+ 1.65%
N/A
315K $0
Activity Summary
Buys All Purchases 41 New Holdings 10 Increased Positions 31 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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