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Continuum Advisory

Latest statistics and disclosures from Continuum Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are CGDV, AAPL, JCPB, MSFT, VXF, and represent 14.79% of Continuum Advisory's stock portfolio.
Added to shares of these 10 stocks: B (+$11M), GDX, ACGL, EG, BMY, ULTA, INDA, IJH, XBI, CGDV.
Started 1261 new stock positions in GEM, BIIB, APP, FLGB, KBH, CGC, PBE, VECO, B, TXT.
Reduced shares in these 10 stocks: BSV (-$6.1M), HYG, SCHV, VTI, DELL, VEA, SCHF, NLY, SPSB, SHY.
Sold out of its positions in Exchange Listed Fds Tr, EJAN, VRIG, IOO, AGZ, GBF, IGIB, REM, SSO, KCE. SOFI, VGLT.
Continuum Advisory was a net seller of stock by $-68M.
Continuum Advisory has $668M in assets under management (AUM), dropping by -4.98%.
Central Index Key (CIK): 0001846532

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Positions held by Continuum Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Continuum Advisory

Continuum Advisory holds 1700 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Continuum Advisory has 1700 total positions. Only the first 250 positions are shown.

Sign up to view all of the Continuum Advisory March 31, 2024 positions
Download the Continuum Advisory March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Dividend Value Etf Etf (CGDV)	3.9	$26M	+9%	801k	32.81	View chart
Apple Stock (AAPL)	3.3	$22M	-8%	120k	184.57	View chart
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)	2.7	$18M	+9%	400k	45.90	View chart
Microsoft Corp Stock (MSFT)	2.5	$17M	-11%	40k	412.32	View chart
Vanguard Extended Market Etf Etf (VXF)	2.3	$16M	+2%	91k	171.23	View chart
Vanguard Total Stock Market Etf Etf (VTI)	2.2	$15M	-20%	58k	257.81	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	2.1	$14M	-7%	154k	90.63	View chart
Invesco Qqq Trust Series I Etf (QQQ)	2.0	$14M	+14%	31k	441.02	View chart
Amazon Stock (AMZN)	1.9	$13M	-6%	68k	189.50	View chart
Vanguard Total Bond Market Etf Etf (BND)	1.8	$12M	-2%	164k	71.58	View chart
Barnes Group Stock (B)	1.7	$11M	NEW	294k	38.36	View chart
Spdr Msci Usa Strategicfactors Etf Etf (QUS)	1.6	$11M		77k	143.89	View chart
Vanguard Large-cap Etf Etf (VV)	1.4	$9.1M	+5%	38k	238.38	View chart
Ishares S&p 100 Etf Etf (OEF)	1.3	$8.4M	+5%	34k	247.48	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.2	$8.3M	-14%	16k	522.66	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	1.2	$7.7M	-26%	126k	61.19	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	1.1	$7.7M		83k	92.89	View chart
Nvidia Corporation Stock (NVDA)	1.1	$7.3M	+28%	8.3k	887.47	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.0	$6.4M	-2%	86k	74.55	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.9	$6.1M	+10%	77k	79.16	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.9	$6.1M	-11%	82k	74.23	View chart
Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX)	0.8	$5.3M	+3%	290k	18.39	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.8	$5.3M	-8%	148k	35.93	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$5.0M	-18%	29k	169.96	View chart
Vanguard Small-cap Etf Etf (VB)	0.7	$5.0M		22k	223.42	View chart
Vanguard Mid-cap Etf Etf (VO)	0.7	$4.9M	-16%	20k	245.41	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$3.8M	-29%	7.9k	478.17	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.6	$3.7M	+45%	118k	31.18	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.5	$3.6M	+18%	60k	60.96	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.5	$3.5M	+8%	71k	49.80	View chart
Mckesson Corp Stock (MCK)	0.5	$3.5M	+23%	6.2k	555.15	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.5	$3.4M	NEW	97k	35.36	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$3.4M	-27%	17k	197.50	View chart
Valero Energy Corp Stock (VLO)	0.5	$3.3M	+40%	21k	158.87	View chart
Costco Whsl Corp Stock (COST)	0.5	$3.3M	+2%	4.3k	778.99	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$3.3M	-13%	30k	109.56	View chart
Hartford Finl Svcs Group Stock (HIG)	0.5	$3.3M	+17%	33k	101.33	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.5	$3.3M	NEW	33k	99.63	View chart
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)	0.5	$3.2M	+8%	55k	57.03	View chart
Everest Group Stock (EG)	0.5	$3.1M	NEW	8.3k	380.53	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.5	$3.1M	-11%	84k	37.48	View chart
Vanguard Value Etf Etf (VTV)	0.5	$3.1M	-23%	20k	160.95	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.5	$3.1M	+8%	36k	86.52	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$3.1M	-44%	7.7k	408.82	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.5	$3.1M	-14%	56k	55.85	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$3.0M	-22%	5.8k	520.19	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.4	$3.0M	+71%	45k	66.80	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.4	$3.0M	+405%	50k	59.85	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.4	$2.9M		30k	99.45	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.4	$2.9M	+37%	32k	91.56	View chart
Bristol-myers Squibb Stock (BMY)	0.4	$2.8M	NEW	63k	44.74	View chart
Incyte Corp Stock (INCY)	0.4	$2.8M	+78%	52k	53.50	View chart
Spdr Gold Shares Etf (GLD)	0.4	$2.8M	-8%	13k	216.95	View chart
Ceco Environmental Corp Stock (CECO)	0.4	$2.8M		112k	24.62	View chart
Chevron Corp Stock (CVX)	0.4	$2.7M	-17%	17k	165.45	View chart
Agnc Invt Corp Reit (AGNC)	0.4	$2.7M	-18%	282k	9.64	View chart
Visa Inc Com Cl A Stock (V)	0.4	$2.7M	-24%	9.6k	278.54	View chart
Eog Res Stock (EOG)	0.4	$2.6M	-5%	20k	130.56	View chart
Ulta Beauty Stock (ULTA)	0.4	$2.6M	NEW	6.6k	396.67	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.4	$2.6M		39k	66.74	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$2.6M	-20%	22k	118.44	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.4	$2.6M	-6%	38k	68.60	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$2.6M	-48%	15k	171.58	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$2.5M	+3%	12k	205.86	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.4	$2.5M	+12%	34k	73.35	View chart
Williams Cos Stock (WMB)	0.4	$2.5M	+58%	63k	39.58	View chart
Ishares Msci India Etf Etf (INDA)	0.4	$2.4M	NEW	47k	51.57	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.4	$2.4M	+14%	54k	44.95	View chart
Cvs Health Corp Stock (CVS)	0.4	$2.4M	+33%	43k	55.68	View chart
Lockheed Martin Corp Stock (LMT)	0.4	$2.4M	-4%	5.0k	468.43	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.3	$2.3M	NEW	26k	88.98	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$2.3M	+2%	6.6k	343.98	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.3	$2.3M	-9%	54k	41.96	View chart
Disney Walt Stock (DIS)	0.3	$2.2M	-9%	21k	105.80	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.3	$2.2M	+2%	29k	76.95	View chart
Abbvie Stock (ABBV)	0.3	$2.2M	+59%	14k	160.40	View chart
Walmart Stock (WMT)	0.3	$2.2M	+183%	36k	60.44	View chart
Capital Group Growth Etf Etf (CGGR)	0.3	$2.1M	+50%	65k	31.48	View chart
Home Depot Stock (HD)	0.3	$2.0M	-3%	5.9k	347.44	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$2.0M	-22%	4.4k	455.49	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$2.0M	-56%	4.2k	475.43	View chart
Park Aerospace Corp Stock (PKE)	0.3	$2.0M	-11%	133k	14.76	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.3	$1.9M	+4%	23k	83.12	View chart
Oracle Corp Stock (ORCL)	0.3	$1.9M	-6%	16k	116.64	View chart
Icici Bank Adr (IBN)	0.3	$1.9M	-15%	71k	26.75	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.3	$1.8M	-16%	17k	107.05	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.3	$1.8M	+6%	24k	73.68	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.3	$1.8M	+29%	51k	34.49	View chart
Eaton Corp Stock (ETN)	0.3	$1.8M	+29%	5.3k	333.26	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.3	$1.7M	+21%	26k	68.34	View chart
Adobe Stock (ADBE)	0.3	$1.7M	-16%	3.6k	482.65	View chart
Datadog Inc Cl A Stock (DDOG)	0.3	$1.7M	-30%	15k	115.87	View chart
Unitedhealth Group Stock (UNH)	0.3	$1.7M	-21%	3.4k	507.03	View chart
Procter And Gamble Stock (PG)	0.2	$1.7M	-25%	10k	166.04	View chart
Spdr Ssga Ultra Short Term Bond Etf Etf (ULST)	0.2	$1.6M	+20%	41k	40.37	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$1.6M	-66%	32k	50.34	View chart
Ishares High Yield Systematic Bond Etf Etf (HYDB)	0.2	$1.6M	+11%	34k	46.47	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.2	$1.6M	+36%	71k	22.19	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$1.5M	-31%	30k	50.26	View chart
Alerian Mlp Etf Etf (AMLP)	0.2	$1.5M	-42%	32k	47.00	View chart
Tesla Stock (TSLA)	0.2	$1.5M	+7%	8.8k	171.97	View chart
Spdr Portfolio Tips Etf Etf (SPIP)	0.2	$1.5M	+9%	59k	25.30	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$1.5M	-29%	34k	43.37	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.2	$1.5M	-65%	18k	81.35	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.2	$1.5M	-13%	35k	42.19	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$1.5M	-16%	28k	53.25	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.2	$1.5M	-31%	25k	59.68	View chart
Teleflex Incorporated Stock (TFX)	0.2	$1.4M		7.0k	204.70	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.2	$1.4M	+22%	35k	41.52	View chart
Cheniere Energy Stock (LNG)	0.2	$1.4M	-33%	9.1k	157.78	View chart
Amgen Stock (AMGN)	0.2	$1.4M	-15%	4.5k	312.89	View chart
T-mobile Us Stock (TMUS)	0.2	$1.4M	-10%	8.5k	164.68	View chart
Cyberark Software Stock (CYBR)	0.2	$1.4M	NEW	5.9k	233.35	View chart
Cintas Corp Stock (CTAS)	0.2	$1.4M	-8%	2.0k	696.25	View chart
Simplify Enhanced Income Etf Etf (HIGH)	0.2	$1.4M		56k	24.39	View chart
Pepsico Stock (PEP)	0.2	$1.4M		7.7k	178.06	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	0.2	$1.3M	-7%	34k	39.23	View chart
Invesco International Dividend Achievers Etf Etf (PID)	0.2	$1.3M	+7%	70k	18.64	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$1.3M		2.3k	577.93	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.2	$1.3M	+19%	50k	26.00	View chart
Global X Uranium Etf Etf (URA)	0.2	$1.3M	NEW	41k	31.82	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.2	$1.3M	+27%	13k	98.93	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.2	$1.3M		27k	48.09	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.2	$1.3M	-6%	26k	50.32	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.2	$1.3M	-6%	36k	35.55	View chart
Johnson & Johnson Stock (JNJ)	0.2	$1.2M	-17%	8.2k	149.84	View chart
Emerson Elec Stock (EMR)	0.2	$1.2M	-33%	11k	115.59	View chart
Cabana Target Beta Etf Cabana Target Drawdown 10 Fund Etf (TDSC)	0.2	$1.2M	-9%	50k	24.03	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$1.2M	+80%	6.6k	183.74	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.2	$1.2M	-65%	6.4k	183.82	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.2	$1.2M	+239%	5.4k	218.10	View chart
American Tower Corp Reit (AMT)	0.2	$1.2M	+39%	6.2k	186.37	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.2	$1.2M	+115%	19k	60.56	View chart
Broadcom Stock (AVGO)	0.2	$1.1M	-11%	873.00	1305.67	View chart
Abbott Labs Stock (ABT)	0.2	$1.1M	+75%	11k	104.67	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.2	$1.1M	+33%	23k	48.06	View chart
Verizon Communications Stock (VZ)	0.2	$1.1M	-29%	28k	39.79	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$1.1M	+20%	6.8k	162.38	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.2	$1.1M		79k	14.10	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.2	$1.1M	+3%	17k	63.66	View chart
Merck & Co Stock (MRK)	0.2	$1.1M	-25%	8.4k	130.23	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$1.1M	+2%	8.8k	124.04	View chart
Mcdonalds Corp Stock (MCD)	0.2	$1.1M	-15%	4.0k	267.95	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$1.1M	-59%	3.8k	285.64	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.2	$1.1M	-79%	14k	77.02	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.2	$1.0M		11k	92.80	View chart
Philip Morris Intl Stock (PM)	0.2	$1.0M	-45%	11k	99.46	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.2	$1.0M	+2%	13k	82.32	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.2	$1.0M	+49%	30k	34.26	View chart
Quanta Svcs Stock (PWR)	0.2	$1.0M	+9%	3.8k	270.17	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.2	$1.0M		35k	28.61	View chart
Essential Utils Stock (WTRG)	0.2	$1.0M	-5%	26k	38.78	View chart
Cabana Target Beta Etf Etf (TDSB)	0.2	$1.0M	-49%	46k	21.91	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$1.0M	-2%	1.1k	913.54	View chart
Nextera Energy Stock (NEE)	0.1	$976k	-22%	13k	74.58	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$969k	-86%	13k	76.28	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$968k	-31%	20k	48.78	View chart
Coca Cola Stock (KO)	0.1	$964k	-25%	15k	62.88	View chart
Spdr Gold Minishares Trust Etf (GLDM)	0.1	$947k	+21%	20k	46.47	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.1	$942k	+45%	4.0k	236.54	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.1	$933k		31k	30.58	View chart
Wells Fargo Stock (WFC)	0.1	$918k	-55%	15k	61.28	View chart
Linde Stock (LIN)	0.1	$914k	-8%	2.1k	429.86	View chart
Hca Healthcare Stock (HCA)	0.1	$888k	-7%	2.8k	321.89	View chart
Eli Lilly & Co Stock (LLY)	0.1	$884k	-5%	1.1k	771.56	View chart
Anheuser Busch Inbev Sa Adr (BUD)	0.1	$879k	-12%	14k	63.49	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	0.1	$878k	NEW	35k	25.38	View chart
American Wtr Wks Stock (AWK)	0.1	$873k		6.5k	134.38	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.1	$844k	-4%	13k	63.23	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$837k	-26%	7.1k	118.39	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$835k	-35%	9.4k	88.87	View chart
Salesforce Stock (CRM)	0.1	$830k	-6%	3.0k	275.17	View chart
Nxp Semiconductors N V Stock (NXPI)	0.1	$825k	-14%	3.2k	260.80	View chart
International Business Machs Stock (IBM)	0.1	$819k	-8%	4.9k	166.28	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$811k	+2%	6.8k	119.48	View chart
Csx Corp Stock (CSX)	0.1	$802k	+59%	23k	34.50	View chart
Trane Technologies Stock (TT)	0.1	$797k		2.4k	332.92	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$795k	-2%	4.4k	180.47	View chart
Invesco Currencyshares Japanese Yen Trust Etf (FXY)	0.1	$781k	NEW	13k	59.53	View chart
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)	0.1	$774k	-5%	21k	36.76	View chart
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR)	0.1	$758k	+43%	23k	33.59	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$757k	+5%	12k	61.67	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$755k		3.7k	204.76	View chart
Duke Energy Corp Stock (DUK)	0.1	$754k	-29%	7.3k	103.02	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$748k	+38%	32k	23.22	View chart
T. Rowe Price Dividend Growth Etf Etf (TDVG)	0.1	$743k	+35%	20k	37.95	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.1	$736k		7.3k	100.56	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$721k		11k	63.76	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$714k	+96%	8.4k	84.69	View chart
Ishares Core Dividend Etf Etf (DIVB)	0.1	$711k	+4%	16k	43.85	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$710k	-6%	1.5k	473.43	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$708k	-16%	6.8k	104.68	View chart
Pfizer Stock (PFE)	0.1	$700k	-35%	25k	28.18	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$696k	-15%	3.9k	176.63	View chart
Parker-hannifin Corp Stock (PH)	0.1	$687k	-30%	1.2k	560.69	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$677k	+76%	1.3k	514.91	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$675k	+20%	1.6k	418.99	View chart
Zoetis Inc Cl A Stock (ZTS)	0.1	$664k	+18%	4.0k	168.13	View chart
Cme Group Stock (CME)	0.1	$663k	+4%	3.1k	213.61	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$660k	-57%	3.5k	188.52	View chart
S&p Global Stock (SPGI)	0.1	$653k	-19%	1.5k	432.29	View chart
Entergy Corp Stock (ETR)	0.1	$642k	+51%	5.8k	111.48	View chart
Roper Technologies Stock (ROP)	0.1	$639k	-26%	1.2k	523.33	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)	0.1	$633k		13k	47.28	View chart
At&t Stock (T)	0.1	$621k	-16%	36k	17.18	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$616k		1.00	615835.00	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$595k	-64%	7.9k	75.44	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$593k	-65%	15k	38.54	View chart
Cabana Target Leading Sector Moderate Etf Etf (CLSM)	0.1	$587k	+44%	29k	20.20	View chart
Genuine Parts Stock (GPC)	0.1	$581k	-31%	3.7k	155.34	View chart
Innovator U.s. Equity Ultra Buffer Etf - October Etf (UOCT)	0.1	$579k	-3%	17k	33.81	View chart
Blackstone Stock (BX)	0.1	$566k	NEW	4.6k	123.03	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$565k		8.4k	67.42	View chart
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC)	0.1	$564k	+30%	25k	22.62	View chart
Qualcomm Stock (QCOM)	0.1	$561k	-58%	3.1k	180.54	View chart
Cion Invt Corp Stock (CION)	0.1	$561k	-34%	47k	11.91	View chart
Altria Group Stock (MO)	0.1	$555k	-25%	12k	44.71	View chart
Synopsys Stock (SNPS)	0.1	$531k	+2%	966.00	549.88	View chart
Cisco Sys Stock (CSCO)	0.1	$528k	-52%	11k	47.79	View chart
Starbucks Corp Stock (SBUX)	0.1	$523k	-51%	6.9k	75.68	View chart
Novo-nordisk A S Adr (NVO)	0.1	$518k	+27%	4.0k	128.66	View chart
Micron Technology Stock (MU)	0.1	$509k		4.3k	117.81	View chart
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR)	0.1	$507k	+38%	14k	36.89	View chart
Progressive Corp Stock (PGR)	0.1	$502k	+14%	2.4k	213.75	View chart
Advanced Micro Devices Stock (AMD)	0.1	$499k	+33%	3.3k	152.39	View chart
Edison Intl Stock (EIX)	0.1	$495k	-31%	6.6k	74.76	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	0.1	$489k	-68%	7.4k	66.45	View chart
American Express Stock (AXP)	0.1	$488k	-45%	2.0k	239.16	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.1	$488k	-50%	4.9k	99.19	View chart
Air Prods & Chems Stock (APD)	0.1	$485k	-44%	1.9k	250.61	View chart
Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP)	0.1	$485k	-2%	13k	36.73	View chart
Tjx Cos Stock (TJX)	0.1	$485k	-5%	4.9k	98.91	View chart
Medtronic Stock (MDT)	0.1	$482k	-52%	5.8k	82.76	View chart
Blackrock Stock (BLK)	0.1	$480k	-34%	608.00	789.13	View chart
Enbridge Stock (ENB)	0.1	$480k	-48%	13k	37.36	View chart
Allstate Corp Stock (ALL)	0.1	$475k	-6%	2.8k	171.46	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$472k	-58%	3.3k	142.79	View chart
Capital One Finl Corp Stock (COF)	0.1	$472k	NEW	3.3k	142.49	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$472k	-24%	12k	38.65	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$468k	-60%	3.0k	154.02	View chart
Idacorp Stock (IDA)	0.1	$466k	-8%	4.8k	97.73	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$464k	-28%	3.1k	148.06	View chart
Lamar Advertising Co New Cl A Reit (LAMR)	0.1	$459k	-33%	3.8k	119.49	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$454k	-27%	7.9k	57.62	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.1	$450k	-61%	10k	44.97	View chart
GSK Adr (GSK)	0.1	$449k	-40%	10k	44.67	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.1	$445k	-16%	11k	40.78	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$439k	+3%	1.1k	394.00	View chart
Booking Holdings Stock (BKNG)	0.1	$431k	-80%	114.00	3780.03	View chart
Innovator U.s. Equity Power Buffer Etf - October Etf (POCT)	0.1	$429k	-6%	11k	37.74	View chart

Past Filings by Continuum Advisory

SEC 13F filings are viewable for Continuum Advisory going back to 2021

Continuum Advisory 2024 Q1 filed May 13, 2024
Continuum Advisory 2023 Q4 filed Feb. 14, 2024
Continuum Advisory 2021 Q2 restated filed Dec. 13, 2023
Continuum Advisory 2021 Q3 restated filed Dec. 13, 2023
Continuum Advisory 2021 Q4 restated filed Dec. 13, 2023
Continuum Advisory 2022 Q1 restated filed Dec. 13, 2023
Continuum Advisory 2022 Q2 restated filed Dec. 13, 2023
Continuum Advisory 2022 Q3 restated filed Dec. 13, 2023
Continuum Advisory 2022 Q4 restated filed Dec. 13, 2023
Continuum Advisory 2023 Q1 restated filed Dec. 13, 2023
Continuum Advisory 2023 Q2 restated filed Dec. 13, 2023
Continuum Advisory 2023 Q3 filed Nov. 13, 2023
Continuum Advisory 2023 Q2 filed Aug. 10, 2023
Continuum Advisory 2023 Q1 filed May 12, 2023
Continuum Advisory 2022 Q4 filed Feb. 10, 2023
Continuum Advisory 2022 Q3 filed Nov. 8, 2022

View all past filings

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