Continuum Wealth Advisors, LLC Reduced Holdings in Q2 2025

Continuum Wealth Advisors, LLC

  • $167 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-118K
- 69.61%
$71.28 - $83.74 $8.44M - $9.92M
51.7K $4.33M
VUG
Vanguard Growth ETF

ETFs
-15.6K
- 94.0%
$329.49 - $438.4 $5.13M - $6.82M
993 $435K
IVV
Ishares Core S&P 500 ETF

ETFs
-12.4K
- 23.66%
$498.8 - $620.9 $6.2M - $7.72M
40.1K $24.9M
AVUS
American Centy ETF Tr Avantis

ETFs
-60.5K
- 18.81%
$81.38 - $100.82 $4.92M - $6.1M
261K $26.3M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-15.1K
- 8.73%
$25.27 - $27.14 $381K - $409K
158K $4.28M
USFR
Wisdomtree Floating Rate Treas

ETFs
-6.04K
- 20.95%
$50.28 - $50.47 $304K - $305K
22.8K $1.15M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-2.84K
- 34.89%
$102.02 - $103.5 $290K - $294K
5.3K $545K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-7.77K
- 23.29%
$19.1 - $23.83 $148K - $185K
25.6K $609K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-4.29K
- 5.65%
$20.66 - $20.74 $88.6K - $89K
71.7K $1.48M
VTV
Vanguard Value ETF

ETFs
-400
- 7.66%
$153.67 - $176.74 $61.5K - $70.7K
4.82K $851K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-150
- 1.14%
$68.13 - $74.77 $10.2K - $11.2K
13K $943K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-612
- 3.0%
$50.36 - $50.68 $30.8K - $31K
19.8K $1M
DGRO
Ishares Core Dividend Growth E

ETFs
-601
- 10.18%
$55.22 - $63.94 $33.2K - $38.4K
5.3K $338K
Ea Series Trust
-409
- 0.13%
N/A
310K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-2.95K
- 20.88%
N/A
11.2K $0
XLK
Technology Sector Spdr

ETFs
-209
- 15.75%
$179.73 - $253.23 $37.6K - $52.9K
1.12K $283K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-144
- 1.66%
$20.42 - $25.3 $2.94K - $3.64K
8.55K $216K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-840
- 3.92%
$22.92 - $28.05 $19.3K - $23.6K
20.6K $577K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-230
- 1.78%
$90.56 - $109.49 $20.8K - $25.2K
12.7K $1.39M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-200
- 0.99%
$51.16 - $62.02 $10.2K - $12.4K
19.9K $1.24M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
-131
- 0.47%
$28.75 - $33.88 $3.77K - $4.44K
28K $950K
NFLX
Netflix Inc

Communication Services
-1
- 0.43%
$855.86 - $1339.13 $856 - $1.34K
234 $313K
GE
General Electric CO

Industrials
-41
- 1.44%
$166.81 - $257.39 $6.84K - $10.6K
2.8K $720K
NVDA
Nvidia Corp

Technology
-3
- 0.09%
$94.31 - $157.99 $283 - $474
3.16K $499K
Activity Summary
Buys All Purchases 21 New Holdings 12 Increased Positions 9 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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