Continuum Wealth Advisors, LLC Reduced Holdings in Q3 2024

Continuum Wealth Advisors, LLC

  • $158 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-232K
- 56.77%
$50.2 - $50.48 $11.7M - $11.7M
177K $8.88M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-19.3K
- 71.8%
$475.2 - $527.7 $9.18M - $10.2M
7.59K $4.01M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-170K
- 88.43%
$50.25 - $50.74 $8.53M - $8.61M
22.2K $1.13M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-86.1K
- 34.48%
$75.88 - $83.21 $6.53M - $7.16M
164K $13.6M
XLK
Technology Sector Spdr

ETFs
-25.7K
- 91.9%
$197.34 - $237.68 $5.08M - $6.12M
2.27K $512K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-112K
- 40.78%
$26.01 - $27.41 $2.92M - $3.07M
163K $4.45M
AVUS
American Centy ETF Tr Avantis

ETFs
-38.2K
- 11.05%
$86.27 - $95.15 $3.3M - $3.64M
308K $29.3M
XLC
Select Sector Spdr Tr Communic

ETFs
-11.5K
- 14.97%
$82.16 - $90.4 $947K - $1.04M
65.5K $5.92M
VUG
Vanguard Growth ETF

ETFs
-1.85K
- 11.04%
$341.08 - $391.94 $631K - $725K
14.9K $5.72M
GLDM
World Gold Trust

ETFs
-26.9K
- 17.26%
$46.2 - $53.01 $1.24M - $1.43M
129K $6.72M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-18.2K
- 39.7%
$20.47 - $20.71 $373K - $378K
27.7K $572K
LRCX
Lam Research Corp

Technology
-82
- 14.86%
$731.56 - $1127.3 $60K - $92.4K
470 $383K
AAPL
Apple Inc.

Technology
-746
- 28.45%
$207.23 - $234.82 $155K - $175K
1.88K $436K
MSFT
Microsoft Corp

Technology
-22
- 0.43%
$395.15 - $467.56 $8.69K - $10.3K
5.15K $2.22M
DGRO
Ishares Core Dividend Growth E

ETFs
-781
- 12.01%
$57.47 - $62.76 $44.9K - $49K
5.72K $358K
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-679
- 4.32%
N/A
15K $0
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-141
- 1.73%
$98.99 - $101.51 $14K - $14.3K
8K $810K
MCD
Mcdonalds Corp

Consumer Cyclical
-100
- 10.94%
$245.82 - $304.51 $24.6K - $30.5K
814 $247K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-303
- 3.67%
$75.47 - $83.18 $22.9K - $25.2K
7.96K $661K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-165
- 0.81%
$57.32 - $62.65 $9.46K - $10.3K
20.1K $1.26M
IBM
International Business Machines Corp

Technology
-98
- 5.33%
$175.1 - $223.38 $17.2K - $21.9K
1.74K $384K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-155
- 1.16%
$64.57 - $71.76 $10K - $11.1K
13.2K $947K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-36
- 0.28%
$105.53 - $118.34 $3.8K - $4.26K
12.9K $1.51M
Activity Summary
Buys All Purchases 18 New Holdings 8 Increased Positions 10 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Continuum Wealth Advisors, LLC Portfolio

Follow Continuum Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Continuum Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email