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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, PYLD, CGCB, and represent 16.84% of Continuum Advisory's stock portfolio.
Added to shares of these 10 stocks: BMRN (+$6.0M), CI (+$5.1M), PYLD, MSFT, CGCB, BAH, JCPB, CGDV, FEOE, SPY.
Started 40 new stock positions in BMRN, DFUV, NKE, BAI, VEEV, BAH, EQIX, PVAL, EIX, JGRO.
Reduced shares in these 10 stocks: HUM, CMCSA, FI, MTBA, JBBB, QUS, IREN, AMZN, FLG, BALT.
Sold out of its positions in ABNB, ELV, CINF, FITB, FI, GD, GSK, URA, HUM, ZSEP. ZMAR, IP, FLG, PAYX, RVTY, Polestar Automotive Hldg Uk, SPYV, SLGN, VIOG, ZTS, RCL.
Continuum Advisory was a net buyer of stock by $36M.
Continuum Advisory has $999M in assets under management (AUM), dropping by 5.57%.
Central Index Key (CIK): 0001846532

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Portfolio Holdings for Continuum Advisory

Continuum Advisory holds 456 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Dividend Value Etf Etf (CGDV)	4.1	$41M	+4%	936k	43.64	View chart
Apple Stock (AAPL)	4.0	$40M		148k	271.86	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	3.1	$31M	+9%	661k	47.35	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	2.9	$29M	+15%	1.1M	26.68	View chart
Capital Group Core Bond Etf Etf (CGCB)	2.7	$27M	+12%	1.0M	26.52	View chart
Vanguard Total Stock Market Etf Etf (VTI)	2.6	$26M	-2%	77k	335.27	View chart
Microsoft Corp Stock (MSFT)	2.5	$25M	+16%	52k	483.62	View chart
Vanguard Extended Market Etf Etf (VXF)	2.2	$22M	+3%	107k	209.12	View chart
Nvidia Corporation Stock (NVDA)	2.0	$20M	+5%	105k	186.50	View chart
Amazon Stock (AMZN)	1.6	$16M	-5%	69k	230.82	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.6	$16M	-2%	26k	614.32	View chart
Vanguard Total Bond Market Etf Etf (BND)	1.4	$14M	+4%	192k	74.07	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.3	$13M		21k	627.13	View chart
Ishares S&p 100 Etf Etf (OEF)	1.3	$13M		39k	342.97	View chart
State Street Spdr Msci Usa Strategicfactors Etf Etf (QUS)	1.3	$13M	-9%	72k	174.19	View chart
Vanguard Large-cap Etf Etf (VV)	1.2	$12M		37k	314.80	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.1	$11M	+9%	35k	313.00	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.0	$9.5M		106k	89.46	View chart
First Eagle Overseas Equity Etf Etf (FEOE)	0.9	$9.4M	+21%	194k	48.36	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.9	$9.2M		14k	684.95	View chart
Simplify Opportunistic Income Etf Etf (CRDT)	0.9	$9.0M	-8%	386k	23.31	View chart
Newmont Corp Stock (NEM)	0.9	$8.8M	-4%	88k	99.85	View chart
Walmart Stock (WMT)	0.8	$8.1M	+4%	73k	111.41	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.8	$7.5M	+3%	96k	77.88	View chart
Incyte Corp Stock (INCY)	0.7	$7.3M		74k	98.77	View chart
Ulta Beauty Stock (ULTA)	0.7	$7.0M	+3%	12k	605.01	View chart
Salesforce Stock (CRM)	0.7	$6.8M	+16%	26k	264.91	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.7	$6.8M	-6%	248k	27.43	View chart
Micron Technology Stock (MU)	0.7	$6.8M	-2%	24k	285.41	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.7	$6.7M	-9%	152k	44.41	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.7	$6.7M	+26%	9.8k	681.91	View chart
Vanguard Small-cap Etf Etf (VB)	0.7	$6.6M	-3%	26k	257.95	View chart
Capital Group Growth Etf Etf (CGGR)	0.7	$6.6M	+7%	148k	44.47	View chart
Vanguard Mid-cap Etf Etf (VO)	0.6	$6.4M	-2%	22k	290.21	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$6.4M	+6%	20k	322.22	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.6	$6.3M	-10%	79k	80.22	View chart
Costco Wholesale Corporation Stock (COST)	0.6	$6.3M	+2%	7.3k	862.35	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.6	$6.3M	-6%	110k	57.24	View chart
Cvs Health Corp Stock (CVS)	0.6	$6.3M	+3%	79k	79.36	View chart
Neurocrine Biosciences Stock (NBIX)	0.6	$6.0M	+6%	43k	141.83	View chart
Biomarin Pharmaceutical Stock (BMRN)	0.6	$6.0M	NEW	101k	59.43	View chart
Everest Group Stock (EG)	0.6	$5.7M	+13%	17k	339.35	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$5.6M	+6%	11k	502.65	View chart
State Street Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX)	0.5	$5.5M	+7%	287k	19.08	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.5	$5.4M		45k	121.75	View chart
Oracle Corp Stock (ORCL)	0.5	$5.3M	+3%	27k	194.91	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.5	$5.3M	+6%	106k	50.01	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$5.2M	-5%	16k	313.80	View chart
The Cigna Group Stock (CI)	0.5	$5.1M	NEW	19k	275.22	View chart
Jpmorgan Income Etf Etf (JPIE)	0.5	$5.0M	+8%	109k	46.29	View chart
Vanguard Value Etf Etf (VTV)	0.5	$5.0M	+2%	26k	190.99	View chart
Broadcom Stock (AVGO)	0.5	$4.9M	+5%	14k	346.09	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.5	$4.7M	+2%	44k	106.70	View chart
Spdr Gold Shares Etf (GLD)	0.5	$4.7M		12k	396.31	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.5	$4.6M	-16%	54k	85.77	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.5	$4.6M		115k	40.23	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.5	$4.5M	+32%	97k	46.54	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$4.5M	+11%	6.8k	660.07	View chart
Tesla Stock (TSLA)	0.4	$4.3M	+8%	9.6k	449.73	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$4.0M	+2%	16k	246.16	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.4	$3.9M	-9%	83k	46.81	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.4	$3.8M	+10%	100k	38.32	View chart
Alerian Mlp Etf Etf (AMLP)	0.4	$3.8M		81k	47.02	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$3.7M	+4%	7.6k	487.86	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.4	$3.7M		73k	49.99	View chart
Cameco Corp Stock (CCJ)	0.4	$3.7M	-3%	40k	91.49	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.4	$3.6M	+17%	123k	29.55	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.4	$3.6M		8.0k	444.59	View chart
Chevron Corporation Stock (CVX)	0.3	$3.4M	+6%	23k	152.41	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.3	$3.4M	-2%	38k	91.38	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.3	$3.4M	-5%	37k	93.97	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.3	$3.3M	+3%	73k	46.08	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.3	$3.3M	+10%	146k	22.64	View chart
Williams Cos Stock (WMB)	0.3	$3.3M	-3%	55k	60.11	View chart
Cheniere Energy Stock (LNG)	0.3	$3.3M	+16%	17k	194.39	View chart
Abbvie Stock (ABBV)	0.3	$3.2M		14k	228.49	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.3	$3.1M	+21%	73k	42.87	View chart
Eaton Corp Stock (ETN)	0.3	$3.1M		9.8k	318.51	View chart
Medtronic Stock (MDT)	0.3	$3.0M	+24%	31k	96.06	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.3	$2.9M		39k	75.44	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.3	$2.9M	NEW	34k	84.36	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$2.8M	+3%	42k	67.22	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.3	$2.8M	+4%	35k	79.73	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.3	$2.8M	+5%	73k	37.87	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.3	$2.7M	+45%	28k	96.27	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$2.6M	-15%	22k	120.34	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.3	$2.6M	+2%	54k	48.11	View chart
Entergy Corp Stock (ETR)	0.3	$2.5M	-13%	27k	92.43	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.2	$2.5M	+55%	70k	35.33	View chart
Agnc Invt Corp Reit (AGNC)	0.2	$2.5M	-2%	230k	10.72	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.2	$2.4M	-8%	23k	104.07	View chart
T. Rowe Price Dividend Growth Etf Etf (TDVG)	0.2	$2.4M		54k	44.97	View chart
Caci Intl Inc Cl A Stock (CACI)	0.2	$2.4M	-2%	4.4k	532.81	View chart
Invesco International Dividend Achievers Etf Etf (PID)	0.2	$2.3M	+7%	106k	22.00	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$2.3M	+5%	4.1k	570.88	View chart
Global X Copper Miners Etf Etf (COPX)	0.2	$2.3M	+75%	32k	71.79	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.2	$2.3M	+3%	26k	88.49	View chart
Eli Lilly & Co Stock (LLY)	0.2	$2.3M	+16%	2.1k	1074.69	View chart
Simplify Mbs Etf Etf (MTBA)	0.2	$2.2M	-45%	45k	50.41	View chart
Ceco Environmental Corp Stock (CECO)	0.2	$2.2M		37k	59.85	View chart
Home Depot Stock (HD)	0.2	$2.2M	+9%	6.5k	344.08	View chart
Janus Henderson B-bbb Clo Etf Etf (JBBB)	0.2	$2.2M	-45%	47k	47.70	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$2.2M	+3%	5.4k	412.79	View chart
Visa Inc Com Cl A Stock (V)	0.2	$2.2M		6.2k	350.69	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$2.1M	-3%	32k	66.00	View chart
Johnson & Johnson Stock (JNJ)	0.2	$2.1M	+2%	10k	206.95	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.2	$2.1M	+3%	25k	82.82	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.2	$2.1M	-5%	25k	82.64	View chart
Icici Bk Ltd Hong Kong Branch Adr (IBN)	0.2	$2.0M	-2%	69k	29.80	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$2.0M	-6%	17k	120.18	View chart
Ishares High Yield Systematic Bond Etf Etf (HYDB)	0.2	$2.0M	+19%	42k	47.35	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.2	$2.0M	+21%	83k	23.67	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.2	$2.0M	+24%	24k	80.63	View chart
State Street Spdr Portfolio Tips Etf Etf (SPIP)	0.2	$1.9M	+6%	71k	25.95	View chart
Caterpillar Stock (CAT)	0.2	$1.8M	+21%	3.2k	572.87	View chart
Procter & Gamble Stock (PG)	0.2	$1.8M	+3%	13k	143.31	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.2	$1.7M	+10%	13k	128.83	View chart
Iren Limited Ordinary Shares Stock (IREN)	0.2	$1.7M	-37%	45k	37.77	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.2	$1.6M	-33%	33k	50.59	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$1.6M	+3%	26k	62.47	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.2	$1.6M	-2%	27k	58.12	View chart
Advanced Micro Devices Stock (AMD)	0.2	$1.6M	+6%	7.3k	214.16	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.2	$1.5M		5.1k	301.15	View chart
Linde Stock (LIN)	0.2	$1.5M	+11%	3.6k	426.39	View chart
Abbott Labs Stock (ABT)	0.2	$1.5M		12k	125.29	View chart
International Business Machs Stock (IBM)	0.2	$1.5M	+2%	5.1k	296.24	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$1.5M	-3%	28k	53.76	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	0.2	$1.5M		32k	47.02	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.1	$1.5M	+6%	31k	48.18	View chart
Philip Morris Intl Stock (PM)	0.1	$1.5M	-3%	9.2k	160.40	View chart
Nvent Electric Stock (NVT)	0.1	$1.5M	-13%	14k	101.97	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$1.4M	+55%	21k	69.47	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$1.4M		49k	29.61	View chart
Duke Energy Corp Stock (DUK)	0.1	$1.4M		12k	117.21	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.4M	+14%	2.5k	579.45	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$1.4M	+11%	59k	24.04	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$1.4M	+2%	8.0k	177.74	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$1.4M	-9%	18k	77.53	View chart
Intuitive Surgical Stock (ISRG)	0.1	$1.4M		2.4k	566.36	View chart
Cisco Sys Stock (CSCO)	0.1	$1.4M	+20%	18k	77.03	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.4M	-7%	14k	99.91	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.1	$1.4M	-6%	16k	85.37	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$1.4M	+4%	28k	49.46	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$1.4M	+13%	11k	123.26	View chart
Wells Fargo & Co Stock (WFC)	0.1	$1.3M	-2%	15k	93.20	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.1	$1.3M		31k	43.25	View chart
Verizon Communications Stock (VZ)	0.1	$1.3M		33k	40.73	View chart
Capital One Finl Corp Stock (COF)	0.1	$1.3M	+6%	5.5k	242.36	View chart
Cintas Corp Stock (CTAS)	0.1	$1.3M	+2%	7.0k	188.07	View chart
Nextera Energy Stock (NEE)	0.1	$1.3M	-2%	16k	80.28	View chart
Coca Cola Stock (KO)	0.1	$1.3M	+2%	18k	69.91	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.1	$1.3M	+38%	21k	59.93	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.3M	+8%	4.2k	305.63	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$1.3M	-7%	8.9k	141.14	View chart
Ge Healthcare Technologies Stock (GEHC)	0.1	$1.3M	NEW	15k	82.02	View chart
Bondbloxx Bloomberg Seven Year Target Duration Us Treasury Etf Etf (XSVN)	0.1	$1.3M	+17%	26k	48.04	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$1.2M	+2%	13k	93.08	View chart
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	0.1	$1.2M	+17%	42k	29.28	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.1	$1.2M	+31%	27k	44.34	View chart
Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP)	0.1	$1.2M		28k	43.72	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.1	$1.2M	+2%	90k	13.25	View chart
American Express Stock (AXP)	0.1	$1.2M		3.2k	369.98	View chart
T-mobile Us Stock (TMUS)	0.1	$1.2M	-5%	5.8k	203.04	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$1.2M	-9%	24k	50.29	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.1	$1.2M		3.8k	309.04	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$1.2M	+31%	12k	96.28	View chart
Disney Walt Stock (DIS)	0.1	$1.2M	-6%	10k	113.77	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.2M	+25%	5.4k	212.07	View chart
Simplify Intermediate Term Treasury Futures Strategy Etf Etf (TYA)	0.1	$1.1M	-45%	84k	13.50	View chart
Welltower Reit (WELL)	0.1	$1.1M	+2%	6.1k	185.61	View chart
Ishares Gold Trust Etf (IAU)	0.1	$1.1M	+181%	14k	81.17	View chart
Netflix Stock (NFLX)	0.1	$1.1M	+996%	12k	93.76	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$1.1M	+13%	22k	50.58	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.1	$1.1M		27k	40.72	View chart
Bank America Corp Stock (BAC)	0.1	$1.1M	-3%	20k	55.00	View chart
At&t Stock (T)	0.1	$1.1M	-2%	44k	24.84	View chart
Tempus Ai Inc Cl A Stock (TEM)	0.1	$1.1M	-2%	18k	59.05	View chart
Ishares Silver Trust Etf (SLV)	0.1	$1.1M	+34%	17k	64.42	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$1.1M		13k	82.50	View chart
Amgen Stock (AMGN)	0.1	$1.1M	-6%	3.3k	327.34	View chart
Tjx Cos Stock (TJX)	0.1	$1.0M	+8%	6.8k	153.61	View chart
Qualcomm Stock (QCOM)	0.1	$1.0M	+110%	6.1k	171.05	View chart
Idacorp Stock (IDA)	0.1	$1.0M	+15%	8.2k	126.56	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.0M		7.1k	143.52	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.1	$1.0M		22k	45.80	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.1	$1.0M	+4%	37k	27.21	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.1	$1.0M		22k	46.43	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.1	$1.0M	-3%	34k	29.36	View chart
Citigroup Stock (C)	0.1	$999k	+11%	8.6k	116.69	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$993k		4.5k	219.78	View chart
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR)	0.1	$986k		25k	39.12	View chart
Unitedhealth Group Stock (UNH)	0.1	$983k		3.0k	330.11	View chart
Merck & Co Stock (MRK)	0.1	$955k	+14%	9.1k	105.26	View chart
First Trust Limited Duration Investment Grade Corporate Etf Etf (FSIG)	0.1	$955k	+6%	50k	19.19	View chart
Adobe Stock (ADBE)	0.1	$952k	-13%	2.7k	349.99	View chart
Public Svc Enterprise Grp Stock (PEG)	0.1	$931k	+240%	12k	80.30	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$930k	+16%	29k	32.62	View chart
Ishares Msci South Korea Etf Etf (EWY)	0.1	$917k	NEW	9.4k	97.22	View chart
Ishares Core Dividend Etf Etf (DIVB)	0.1	$914k		17k	53.15	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$906k	-13%	10k	87.16	View chart
Quanta Svcs Stock (PWR)	0.1	$887k	+5%	2.1k	422.06	View chart
Blackstone Stock (BX)	0.1	$875k	+19%	5.7k	154.14	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$869k	+7%	3.4k	252.92	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.1	$854k	+2%	13k	67.43	View chart
Kla Corp Stock (KLAC)	0.1	$847k	+10%	697.00	1215.08	View chart
Csx Corp Stock (CSX)	0.1	$825k		23k	36.25	View chart
Innovator U.s. Equity Power Buffer Etf - October Etf (POCT)	0.1	$821k	+59%	19k	43.92	View chart
Morgan Stanley Stock (MS)	0.1	$815k	-9%	4.6k	177.53	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$811k	-2%	3.9k	210.34	View chart
Capital Group Conservative Equity Etf Etf (CGCV)	0.1	$810k	+52%	27k	30.49	View chart
Annaly Capital Management Reit (NLY)	0.1	$807k	-4%	36k	22.36	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.1	$804k	+20%	7.9k	101.98	View chart
Eog Res Stock (EOG)	0.1	$800k	+9%	7.6k	105.01	View chart
Altria Group Stock (MO)	0.1	$796k	+3%	14k	57.66	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$791k	-4%	29k	26.91	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$790k	-13%	4.0k	198.64	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$789k	+12%	8.2k	96.03	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$783k	-8%	2.6k	303.89	View chart
Fortive Corp Stock (FTV)	0.1	$780k	+2%	14k	55.21	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.1	$775k	+110%	18k	42.69	View chart
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC)	0.1	$774k	+21%	33k	23.38	View chart
Consolidated Edison Stock (ED)	0.1	$768k	+12%	7.7k	99.32	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$763k		7.2k	106.70	View chart
Nisource Stock (NI)	0.1	$762k	+251%	18k	41.76	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$755k		1.00	754800.00	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.1	$752k		5.3k	141.16	View chart
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)	0.1	$749k		17k	43.38	View chart
Akre Focus Etf Etf (AKRE)	0.1	$748k	NEW	11k	65.51	View chart
Ametek Stock (AME)	0.1	$746k	+4%	3.6k	205.31	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$740k	+5%	1.6k	453.36	View chart
Trane Technologies Stock (TT)	0.1	$738k	+2%	1.9k	389.20	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$737k		15k	48.32	View chart
Alliant Energy Corp Stock (LNT)	0.1	$708k	+5%	11k	65.01	View chart
Innovator Equity Defined Protection Etf - 1 Yr August Etf (ZAUG)	0.1	$706k		26k	26.71	View chart
Pfizer Stock (PFE)	0.1	$704k	+10%	28k	24.90	View chart
Gilead Sciences Stock (GILD)	0.1	$701k	+11%	5.7k	122.74	View chart
Kroger Stock (KR)	0.1	$700k	+10%	11k	62.48	View chart
Baker Hughes Company Cl A Stock (BKR)	0.1	$700k	-11%	15k	45.54	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.1	$699k	+35%	7.1k	98.32	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$697k		7.0k	99.19	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$691k	+7%	3.3k	211.81	View chart
Waste Connections Stock (WCN)	0.1	$690k	+2%	3.9k	175.36	View chart
Allstate Corp Stock (ALL)	0.1	$671k		3.2k	208.15	View chart
Republic Svcs Stock (RSG)	0.1	$661k	+15%	3.1k	211.93	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$659k	+3%	874.00	753.78	View chart
Artisan Partners Asset Mgmt I Cl A Stock (APAM)	0.1	$658k	+4%	16k	40.74	View chart
Viasat Stock (VSAT)	0.1	$654k	-10%	19k	34.46	View chart
Vaneck Merk Gold Etf Etf (OUNZ)	0.1	$649k	+5%	16k	41.48	View chart
American Tower Corp Reit (AMT)	0.1	$647k	-19%	3.7k	175.57	View chart
Putnam Focused Large Cap Value Etf Etf (PVAL)	0.1	$629k	NEW	14k	45.57	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.1	$621k	-5%	33k	18.91	View chart
Innovator Equity Defined Protection Etf - 1 Yr July Etf (ZJUL)	0.1	$608k	-21%	21k	29.06	View chart
Progressive Corp Stock (PGR)	0.1	$600k	-7%	2.6k	227.76	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$598k	-6%	1.2k	480.57	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$595k	+71%	6.2k	95.22	View chart
State Street Blackstone Senior Loan Etf Etf (SRLN)	0.1	$586k	+73%	14k	41.27	View chart
Innovator Equity Defined Protection Etf - 1 Yr December Etf (ZDEK)	0.1	$583k	NEW	23k	25.74	View chart
Parker-hannifin Corp Stock (PH)	0.1	$570k	-4%	648.00	878.96	View chart
Palo Alto Networks Stock (PANW)	0.1	$568k	+36%	3.1k	184.20	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$568k	+18%	9.3k	60.81	View chart
Capital Group Dividend Growers Etf Etf (CGDG)	0.1	$567k	+9%	16k	35.64	View chart
Hca Healthcare Stock (HCA)	0.1	$565k	-15%	1.2k	466.86	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$557k	+13%	11k	49.65	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$548k	-8%	5.1k	107.11	View chart
Synopsys Stock (SNPS)	0.1	$547k		1.2k	469.72	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$545k	+97%	3.8k	143.98	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$542k	+14%	3.1k	177.34	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$534k	-15%	5.6k	96.16	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.1	$529k	+15%	11k	47.74	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	0.1	$524k	-10%	20k	26.01	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.1	$523k	+27%	21k	25.24	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$521k	-21%	6.3k	82.48	View chart
Prologis Reit (PLD)	0.1	$520k	+10%	4.1k	127.66	View chart
Intel Corp Stock (INTC)	0.1	$515k		14k	36.90	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$515k	-10%	7.2k	71.41	View chart
Union Pac Corp Stock (UNP)	0.1	$515k	+12%	2.2k	231.32	View chart
Constellation Energy Corp Stock (CEG)	0.1	$507k	+10%	1.4k	353.27	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$497k	+20%	9.1k	54.77	View chart
Kkr & Co Stock (KKR)	0.0	$495k	+75%	3.9k	127.48	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$495k	+4%	17k	30.07	View chart
PTC Stock (PTC)	0.0	$493k	+14%	2.8k	174.21	View chart
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR)	0.0	$491k	-4%	11k	44.94	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.0	$490k	-12%	18k	27.62	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$483k	+31%	1.9k	250.31	View chart
Stryker Corporation Stock (SYK)	0.0	$482k	+123%	1.4k	351.47	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$481k	+11%	6.1k	78.81	View chart
Coca Cola Cons Stock (COKE)	0.0	$480k		3.1k	153.30	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$479k	NEW	5.8k	82.48	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$476k	+11%	2.8k	168.75	View chart
Boeing Stock (BA)	0.0	$475k	+18%	2.2k	217.15	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$470k	+13%	1.0k	468.76	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$467k	-3%	3.8k	121.92	View chart
American Elec Pwr Stock (AEP)	0.0	$460k		4.0k	115.31	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$457k	-27%	5.4k	84.64	View chart
Park Aerospace Corp Stock (PKE)	0.0	$454k		21k	21.34	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$453k	-33%	795.00	570.21	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$448k	-5%	4.5k	99.87	View chart
Oreilly Automotive Stock (ORLY)	0.0	$448k	+8%	4.9k	91.21	View chart
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM)	0.0	$443k	-2%	9.2k	47.99	View chart
Ishares Global Tech Etf Etf (IXN)	0.0	$442k	+2%	4.2k	105.00	View chart
Innovator U.s. Equity Ultra Buffer Etf - September Etf (USEP)	0.0	$438k	-4%	11k	39.33	View chart
Ge Vernova Stock (GEV)	0.0	$434k	-14%	664.00	653.57	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.0	$432k	-9%	3.1k	138.46	View chart
Uber Technologies Stock (UBER)	0.0	$430k	+55%	5.3k	81.71	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.0	$425k	+44%	4.2k	101.67	View chart
Ford Mtr Stock (F)	0.0	$425k	+8%	32k	13.12	View chart
Automatic Data Processing Stock (ADP)	0.0	$424k	+21%	1.7k	257.23	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.0	$423k		7.0k	60.17	View chart
Innovator U.s. Equity Ultra Buffer Etf - January Etf (UJAN)	0.0	$420k		9.7k	43.26	View chart
Invesco S&p International Developed Momentum Etf Etf (IDMO)	0.0	$418k	+28%	7.5k	55.57	View chart
Pepsico Stock (PEP)	0.0	$417k	+4%	2.9k	143.54	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$416k		3.0k	136.94	View chart
Kodiak Sciences Stock (KOD)	0.0	$415k		15k	27.96	View chart
Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV)	0.0	$410k	-18%	9.8k	41.78	View chart
Innovator Equity Defined Protection Etf - 1 Yr February Etf (ZFEB)	0.0	$405k	-14%	16k	25.38	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$405k		14k	28.48	View chart
Chubb Stock (CB)	0.0	$404k	+28%	1.3k	312.12	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.0	$400k	NEW	6.2k	65.01	View chart
Citizens Finl Group Stock (CFG)	0.0	$399k	-6%	6.8k	58.41	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.0	$396k	-8%	4.8k	82.77	View chart
Us Bancorp Stock (USB)	0.0	$394k	-14%	7.4k	53.36	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.0	$392k	NEW	7.4k	52.77	View chart
Eversource Energy Stock (ES)	0.0	$391k	-46%	5.8k	67.33	View chart
Booking Holdings Stock (BKNG)	0.0	$391k	-5%	73.00	5355.33	View chart
Vanguard Utilities Etf Etf (VPU)	0.0	$391k		2.1k	185.04	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.0	$384k		15k	25.76	View chart
Goldman Sachs Group Stock (GS)	0.0	$384k	-2%	437.00	879.00	View chart
Cion Invt Corp Stock (CION)	0.0	$383k	-5%	40k	9.67	View chart
Rtx Corporation Stock (RTX)	0.0	$383k	-8%	2.1k	183.40	View chart
Cme Group Stock (CME)	0.0	$382k	-4%	1.4k	273.08	View chart
Ge Aerospace Stock (GE)	0.0	$379k	-23%	1.2k	308.03	View chart
Starbucks Corp Stock (SBUX)	0.0	$371k		4.4k	84.22	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.0	$366k	NEW	5.8k	62.92	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$361k	+11%	1.3k	279.19	View chart
Intuit Stock (INTU)	0.0	$359k	+32%	542.00	662.42	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$358k		2.4k	148.72	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$357k	+30%	2.1k	167.94	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$356k		3.7k	95.10	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$355k	+2%	2.2k	162.01	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$355k	-2%	2.9k	120.96	View chart
State Street Doubleline Total Return Tactical Etf Etf (TOTL)	0.0	$354k		8.8k	40.25	View chart
Roper Technologies Stock (ROP)	0.0	$353k	-17%	792.00	445.13	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$352k		1.2k	302.19	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$350k	-2%	5.0k	69.42	View chart
L3harris Technologies Stock (LHX)	0.0	$341k	-20%	1.2k	293.57	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$339k		8.6k	39.45	View chart
Texas Instrs Stock (TXN)	0.0	$339k	+7%	2.0k	173.49	View chart
Servicenow Stock (NOW)	0.0	$338k	+670%	2.2k	153.19	View chart
Mckesson Corp Stock (MCK)	0.0	$337k	+19%	411.00	820.29	View chart
Essential Utils Stock (WTRG)	0.0	$334k		8.7k	38.36	View chart
State Street Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI)	0.0	$324k	-2%	11k	28.84	View chart
Equinix Reit (EQIX)	0.0	$322k	NEW	420.00	766.16	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.0	$320k		8.8k	36.23	View chart
Blackrock Stock (BLK)	0.0	$317k	-4%	296.00	1070.34	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.0	$311k	+42%	3.4k	92.51	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$307k	-3%	1.1k	275.39	View chart
Innovator U.s. Equity Buffer Etf - March Etf (BMAR)	0.0	$306k		5.8k	53.05	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$306k	-21%	9.9k	30.96	View chart
Inspire 500 Etf Etf (PTL)	0.0	$305k		1.2k	248.19	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$305k	-10%	7.0k	43.25	View chart
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM)	0.0	$303k	+16%	8.4k	36.21	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.0	$303k	+4%	6.9k	44.17	View chart
Alamos Gold Inc Com Cl A Stock (AGI)	0.0	$302k	-2%	7.8k	38.58	View chart
Arista Networks Stock (ANET)	0.0	$302k	NEW	2.3k	131.03	View chart
State Street Spdr Us Small Cap Low Volatility Index Etf Etf (SMLV)	0.0	$299k		2.3k	131.13	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$299k	-28%	2.5k	121.61	View chart
Sempra Stock (SRE)	0.0	$297k	-2%	3.4k	88.29	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.0	$297k		5.1k	57.91	View chart
Dominion Energy Stock (D)	0.0	$296k	+4%	5.0k	58.59	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$292k	+14%	9.1k	32.06	View chart
Perpetua Resources Corp Stock (PPTA)	0.0	$284k	+16%	12k	24.21	View chart
Air Products And Chemicals Stock (APD)	0.0	$282k	+6%	1.1k	247.02	View chart
Truist Finl Corp Stock (TFC)	0.0	$279k	+12%	5.7k	49.21	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$277k	+17%	3.3k	83.75	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.0	$276k		5.7k	48.00	View chart
Enbridge Stock (ENB)	0.0	$275k	-6%	5.8k	47.83	View chart
Inspire 100 Etf Etf (BIBL)	0.0	$275k	+6%	6.1k	45.13	View chart
Nike Inc Cl B Stock (NKE)	0.0	$270k	NEW	4.2k	63.71	View chart
Wec Energy Group Stock (WEC)	0.0	$270k		2.6k	105.46	View chart
Etc Cabana Target Drawdown 10 Etf Etf (TDSC)	0.0	$267k	-3%	11k	25.28	View chart
Applied Matls Stock (AMAT)	0.0	$265k	-16%	1.0k	256.99	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$264k	-3%	5.6k	46.86	View chart
Omnicom Group Stock (OMC)	0.0	$264k	NEW	3.3k	80.75	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$264k	+5%	6.9k	38.38	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$264k	+16%	1.7k	153.02	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.0	$263k	+21%	12k	22.43	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$262k	NEW	1.2k	219.62	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$261k	-12%	540.00	483.67	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.0	$260k	NEW	2.1k	124.20	View chart
Edison Intl Stock (EIX)	0.0	$260k	NEW	4.3k	60.02	View chart
Marsh & Mclennan Cos Stock	0.0	$256k	-15%	1.4k	185.52	View chart
Vistra Corp Stock (VST)	0.0	$255k	NEW	1.6k	161.36	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$255k	+9%	8.1k	31.51	View chart
Aflac Stock (AFL)	0.0	$254k	-4%	2.3k	110.29	View chart
Innovator Equity Defined Protection Etf - 1 Yr October Etf (ZOCT)	0.0	$252k	NEW	9.4k	26.84	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$252k		2.7k	94.16	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$250k	-7%	933.00	268.30	View chart
General Mills Stock (GIS)	0.0	$250k	+11%	5.4k	46.50	View chart
Bluerock Pvt Real Estate Cef (BPRE)	0.0	$250k	NEW	17k	15.00	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.0	$249k	-21%	5.5k	45.45	View chart
Pembina Pipeline Corp Stock (PBA)	0.0	$248k	-12%	6.5k	38.06	View chart
Teleflex Incorporated Stock (TFX)	0.0	$246k		2.0k	122.04	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.0	$245k	-69%	2.2k	110.96	View chart
Regions Financial Corp Stock (RF)	0.0	$245k		9.0k	27.10	View chart
Iamgold Corp Stock (IAG)	0.0	$240k	-36%	15k	16.49	View chart
Cummins Stock (CMI)	0.0	$239k	NEW	468.00	510.45	View chart
Vaneck Biotech Etf Etf (BBH)	0.0	$239k	NEW	1.3k	189.26	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.0	$239k	+4%	4.7k	50.86	View chart
Innovator Defined Wealth Shield Etf Etf (BALT)	0.0	$238k	-79%	7.1k	33.51	View chart
Nuveen Esg Emerging Markets Equity Etf Etf (NUEM)	0.0	$235k	+3%	6.6k	35.58	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$235k	NEW	2.3k	102.54	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$235k	+36%	2.8k	82.95	View chart
American Wtr Wks Stock (AWK)	0.0	$234k	-55%	1.8k	130.50	View chart
Firstenergy Corp Stock (FE)	0.0	$234k		5.2k	44.77	View chart
Franklin Dynamic Municipal Bond Etf Etf (FLMI)	0.0	$231k		9.3k	24.87	View chart
Metlife Stock (MET)	0.0	$231k		2.9k	78.94	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.0	$230k	NEW	7.6k	30.20	View chart
Cms Energy Corp Stock (CMS)	0.0	$230k	-15%	3.3k	69.93	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.0	$229k	NEW	2.5k	92.80	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$229k	-94%	7.6k	29.89	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$227k	-46%	1.0k	217.06	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.0	$227k		2.5k	91.86	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.0	$223k		3.0k	74.28	View chart
Spotify Technology S A Stock (SPOT)	0.0	$223k	+22%	384.00	580.71	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$223k	-3%	1.9k	119.75	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.0	$222k	NEW	6.7k	33.30	View chart
Southern Stock (SO)	0.0	$220k	-17%	2.5k	87.20	View chart
3M Stock (MMM)	0.0	$218k	NEW	1.4k	160.10	View chart
Trueshares Technology, Ai & Deep Learning Etf Etf (LRNZ)	0.0	$215k	NEW	4.5k	47.66	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.0	$214k	NEW	4.7k	45.98	View chart
State Street Spdr S&p Emerging Markets Dividend Etf Etf (EDIV)	0.0	$214k		5.5k	39.15	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.0	$213k	-3%	2.1k	102.42	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.0	$211k	NEW	5.5k	38.56	View chart
Calamos Strategic Total Return Com Sh Ben Int Cef (CSQ)	0.0	$210k	+5%	11k	19.20	View chart
Calamos Gbl Dyn Income Fund Cef (CHW)	0.0	$210k	+27%	28k	7.41	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$207k	NEW	4.4k	46.59	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.0	$207k	NEW	926.00	223.23	View chart
Transdigm Group Stock (TDG)	0.0	$206k	NEW	155.00	1329.85	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$206k	-21%	3.9k	52.41	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$206k	-12%	2.0k	102.39	View chart
Phillips 66 Stock (PSX)	0.0	$204k		1.6k	129.04	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$203k	NEW	1.7k	117.52	View chart
Sysco Corp Stock (SYY)	0.0	$203k	NEW	2.8k	73.69	View chart
Ishares Intermediate Government/credit Bond Etf Etf (GVI)	0.0	$202k	NEW	1.9k	107.35	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.0	$201k	NEW	4.5k	44.65	View chart
Equinox Gold Corp Stock (EQX)	0.0	$183k	-25%	13k	14.04	View chart
Lloyds Banking Group Adr (LYG)	0.0	$152k	-12%	29k	5.30	View chart
Invesco Mortgage Capital Reit (IVR)	0.0	$134k		16k	8.41	View chart
Calamos Conv Opportunities & I Sh Ben Int Cef (CHI)	0.0	$127k	NEW	12k	10.48	View chart
Amplify Cef High Income Etf Etf (YYY)	0.0	$122k		11k	11.51	View chart
Global Net Lease Reit (GNL)	0.0	$116k		13k	8.60	View chart
Denison Mines Corp Stock (DNN)	0.0	$91k		34k	2.66	View chart
B2gold Corp Stock (BTG)	0.0	$65k	-13%	14k	4.51	View chart
Golden Matrix Group Stock (GMGI)	0.0	$46k	+375%	57k	0.80	View chart
Ready Capital Corp Reit (RC)	0.0	$32k		15k	2.18	View chart
Ur-energy Stock (URG)	0.0	$21k		15k	1.39	View chart

Past Filings by Continuum Advisory

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

Continuum Advisory 2025 Q4 filed Feb. 11, 2026
Continuum Advisory 2025 Q3 filed Oct. 20, 2025
Continuum Advisory 2025 Q2 filed Aug. 13, 2025
Continuum Advisory 2025 Q1 filed April 23, 2025
Continuum Advisory 2024 Q4 filed Feb. 18, 2025
Continuum Advisory 2024 Q3 filed Nov. 15, 2024
Continuum Advisory 2024 Q2 filed July 19, 2024
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

View all past filings

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