Continuum Wealth Advisors, LLC Portfolio Holdings by Sector
Continuum Wealth Advisors, LLC
- $155 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
AVUS IVV DFCF DGRW VEA GLDM XLC VUG 37 stocks |
$149,777
96.46% of portfolio
|
  13  
|
  14  
|
  4  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,641
1.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$568
0.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$429
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$418
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$382
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$343
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$342
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$314
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
IXJ 1 stocks |
$298
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$266
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$254
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$219
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
PLUG 1 stocks |
$19
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|