Continuum Wealth Advisors, LLC Portfolio Holdings by Sector

Continuum Wealth Advisors, LLC

$192 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs AVUS IVV DFCF GLDM VEA VOO XLC XLI 41 stocks	$180,486 94.28% of portfolio	20	11	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR ORCL 3 stocks	$3,229 1.69% of portfolio	1	2	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$1,376 0.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$804 0.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$677 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$667 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$648 0.34% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$541 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$516 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IXJ VTI 2 stocks	$502 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$456 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$383 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$347 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$277 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$274 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$220 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials PLUG 1 stocks	$33 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts

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