Continuum Wealth Advisors, LLC Incresed Positions in Q1 2024

Continuum Wealth Advisors, LLC

  • $175 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
48.3K
+ 17.66%
$79.93 - $89.5 $3.86M - $4.32M
322K $28.8M
IVV
Ishares Core S&P 500 ETF

ETFs
5.89K
+ 16.32%
$469.56 - $525.73 $2.76M - $3.09M
41.9K $22.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.65K
+ 2.96%
$69.56 - $76.3 $463K - $507K
231K $17.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18.9K
+ 15.45%
$96.75 - $99.37 $1.83M - $1.88M
142K $13.9M
USFR
Wisdomtree Floating Rate Treas

ETFs
32.9K
+ 9.8%
$50.23 - $50.46 $1.65M - $1.66M
368K $18.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
18.8K
+ 18.1%
$56.66 - $62.34 $1.06M - $1.17M
123K $7.64M
XLC
Select Sector Spdr Tr Communic

ETFs
8.18K
+ 13.27%
$71.74 - $81.82 $587K - $669K
69.8K $5.7M
MSFT
Microsoft Corp

Technology
377
+ 8.17%
$367.75 - $429.37 $139K - $162K
4.99K $2.1M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
5.39K
+ 2.12%
$26.17 - $26.88 $141K - $145K
260K $6.98M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
9.84K
+ 53.62%
$20.38 - $20.53 $201K - $202K
28.2K $576K
IXN
Ishares Global Information Tec

ETFs
897
+ 15.57%
$65.15 - $75.6 $58.4K - $67.8K
6.66K $498K
AMZN
Amazon Com Inc

Consumer Cyclical
351
+ 24.75%
$144.57 - $180.38 $50.7K - $63.3K
1.77K $319K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
16.6K
+ 396.3%
$56.98 - $284.98 $946K - $4.73M
20.8K $1.26M
IBM
International Business Machines Corp

Technology
164
+ 9.44%
$159.16 - $197.78 $26.1K - $32.4K
1.9K $363K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
1.41K
+ 8.34%
$27.44 - $29.38 $38.6K - $41.3K
18.3K $536K
PJUN
Innovator U.S. Equity Power Bu

ETFs
1.3K
+ 17.35%
$33.16 - $34.52 $43.1K - $44.9K
8.79K $303K
PAPR
Innovator U.S. Equity Power Bu

ETFs
1.3K
+ 14.68%
$32.46 - $33.59 $42.2K - $43.7K
10.2K $341K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
1.3K
+ 16.26%
$31.26 - $32.48 $40.6K - $42.2K
9.29K $301K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
41
+ 0.32%
$102.35 - $110.52 $4.2K - $4.53K
13K $1.44M
IYH
Ishares Tr

ETFs
5.33K
+ 400.0%
$60.83 - $309.78 $324K - $1.65M
6.66K $412K
IAU
Ishares Gold Trust

ETFs
195
+ 3.38%
$37.66 - $42.01 $7.34K - $8.19K
5.97K $250K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
9
+ 0.02%
$20.87 - $20.99 $188 - $189
57.3K $1.2M
MCD
Mcdonalds Corp

Consumer Cyclical
51
+ 5.91%
$278.58 - $300.53 $14.2K - $15.3K
914 $257K
Ea Series Trust
1.9K
+ 44.1%
N/A
6.22K $0
SUB
Ishares Short Term National Mu

ETFs
43
+ 0.38%
$104.73 - $105.42 $4.5K - $4.53K
11.5K $1.21M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
2.79K
+ 30.07%
$0.0 - $46.48 $0 - $130K
12.1K $0
Activity Summary
Buys All Purchases 41 New Holdings 14 Increased Positions 27 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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