Continuum Wealth Advisors, LLC Portfolio Holdings

Continuum Wealth Advisors, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $189 Million distributed in 59 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 $31.2M, Ishares Core S&P 500 ETF with a value of $29.1M, Wisdomtree Floating Rate Treas with a value of $20.6M, Wisdomtree Tr Us Quality Divid with a value of $19.5M, and Vanguard Index Fds S&P 500 ETF with a value of $13.5M.

Examining the 13F form we can see an increase of $13.6M in the current position value, from $175M to 189M.

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.