Continuum Wealth Advisors, LLC Portfolio Holdings
Continuum Wealth Advisors, LLC
- $158 Million
- Q3 2024
Continuum Wealth Advisors, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $158 Million distributed in 57 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $29.3M, Ishares Core S&P 500 ETF with a value of $28.7M, Wisdomtree Tr Us Quality Divid with a value of $13.6M, Dimensional ETF Tr Core Fxd In with a value of $12.3M, and Wisdomtree Floating Rate Treas with a value of $8.88M.
Examining the 13F form we can see an decrease of $30.8M in the current position value, from $189M to 158M.
Continuum Wealth Advisors, LLC is based out at Saratoga Springs, NY
Below you can find more details about Continuum Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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