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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, VTI, MSFT, and represent 15.51% of Continuum Advisory's stock portfolio.
Added to shares of these 10 stocks: SCHD, FANG, HUM, JCPB, CGDV, JPIE, BND, VTI, TLT, AAPL.
Started 345 new stock positions in BFH, SUPN, JIRE, ALNY, LII, HAS, Innovator Etfs Trust, NDAQ, SWBI, SSTK.
Reduced shares in these 10 stocks: INCY, VLO, EWJ, EOG, HIGH, URA, QTEC, FTSM, ULST, B.
Sold out of its positions in APG, ARKQ, ASTS, AAP, AEIS, ALRM, AMR, AMED, AMKR, BLOK.
Continuum Advisory was a net buyer of stock by $49M.
Continuum Advisory has $783M in assets under management (AUM), dropping by 12.89%.
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 1914 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Continuum Advisory has 1914 total positions. Only the first 250 positions are shown.

Sign up to view all of the Continuum Advisory Sept. 30, 2024 positions
Download the Continuum Advisory September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Dividend Value Etf Etf (CGDV)	4.1	$32M	+6%	882k	36.30	View chart
Apple Stock (AAPL)	3.7	$29M	+6%	126k	228.22	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	2.8	$22M	+14%	467k	46.46	View chart
Vanguard Total Stock Market Etf Etf (VTI)	2.6	$21M	+9%	70k	294.04	View chart
Microsoft Corp Stock (MSFT)	2.4	$19M	+8%	44k	426.89	View chart
Vanguard Extended Market Etf Etf (VXF)	2.3	$18M	+3%	94k	195.72	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	2.0	$16M	+12%	177k	90.32	View chart
Invesco Qqq Trust Series I Etf (QQQ)	2.0	$15M	-3%	30k	508.68	View chart
Amazon Stock (AMZN)	1.9	$15M	+2%	70k	211.48	View chart
Vanguard Total Bond Market Etf Etf (BND)	1.8	$14M	+14%	197k	72.46	View chart
Barnes Group Stock (B)	1.7	$13M	-5%	279k	46.68	View chart
Nvidia Corporation Stock (NVDA)	1.6	$13M		87k	146.76	View chart
Spdr Msci Usa Strategicfactors Etf Etf (QUS)	1.5	$12M		75k	160.51	View chart
Vanguard Large-cap Etf Etf (VV)	1.3	$10M		38k	272.91	View chart
Ishares S&p 100 Etf Etf (OEF)	1.3	$9.9M		34k	287.72	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.2	$9.4M		16k	596.25	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	1.2	$9.0M		130k	69.79	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	1.1	$8.8M	+2%	86k	101.92	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.9	$7.1M	+9%	99k	72.13	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.9	$7.0M	+213%	241k	28.88	View chart
Exxon Mobil Corp Stock (XOM)	0.9	$6.9M	+5%	57k	120.56	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.8	$6.2M		83k	75.17	View chart
Vanguard Mid-cap Etf Etf (VO)	0.7	$5.6M		21k	273.96	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$5.5M	+5%	32k	175.58	View chart
Vanguard Small-cap Etf Etf (VB)	0.7	$5.5M	+2%	22k	249.13	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.7	$5.5M	+19%	10k	545.54	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.7	$5.4M		155k	35.06	View chart
Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX)	0.7	$5.3M		287k	18.58	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.6	$4.8M	+31%	80k	59.78	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.6	$4.3M	+12%	84k	51.78	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.5	$4.3M	-3%	122k	35.18	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$4.2M		18k	241.87	View chart
Hartford Finl Svcs Group Stock (HIG)	0.5	$4.2M	+5%	36k	116.43	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$4.1M	+14%	7.0k	593.39	View chart
Diamondback Energy Stock (FANG)	0.5	$4.1M	+51295%	23k	182.42	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.5	$4.1M	+10%	51k	80.77	View chart
Costco Whsl Corp Stock (COST)	0.5	$4.0M		4.3k	923.87	View chart
Vanguard Value Etf Etf (VTV)	0.5	$4.0M	+8%	22k	176.74	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.5	$3.9M	+4%	38k	101.90	View chart
Progressive Corp Stock (PGR)	0.5	$3.9M	+11%	15k	257.51	View chart
Oracle Corp Stock (ORCL)	0.5	$3.9M		21k	187.05	View chart
Humana Stock (HUM)	0.5	$3.9M	+19917%	14k	283.14	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.5	$3.8M	+8%	64k	60.57	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$3.8M	+6%	8.2k	467.70	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$3.8M		31k	121.68	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.5	$3.7M	+8%	37k	100.05	View chart
Cf Inds Hldgs Stock (CF)	0.5	$3.6M	+11%	42k	85.74	View chart
Williams Cos Stock (WMB)	0.5	$3.5M		64k	55.58	View chart
Everest Group Stock (EG)	0.4	$3.5M	+10%	9.5k	366.51	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.4	$3.4M		86k	39.09	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.4	$3.3M		56k	59.44	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.4	$3.2M		37k	86.91	View chart
Spdr Gold Shares Etf (GLD)	0.4	$3.2M	+6%	14k	237.01	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.4	$3.2M	+4%	33k	96.96	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.4	$3.2M	-8%	89k	35.72	View chart
Walmart Stock (WMT)	0.4	$3.1M	+4%	37k	84.47	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$3.0M	+13%	5.2k	577.20	View chart
Visa Inc Com Cl A Stock (V)	0.4	$3.0M	+5%	9.8k	308.26	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$3.0M	+4%	13k	231.93	View chart
Molina Healthcare Stock (MOH)	0.4	$2.9M	+14%	9.6k	306.00	View chart
Ceco Environmental Corp Stock (CECO)	0.4	$2.9M		112k	26.10	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.4	$2.9M	-3%	45k	64.86	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$2.8M	+8%	16k	177.35	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.4	$2.8M	+6%	62k	45.52	View chart
Chevron Corp Stock (CVX)	0.4	$2.8M	+6%	17k	161.80	View chart
Capital Group Growth Etf Etf (CGGR)	0.3	$2.7M	+2%	74k	37.00	View chart
Cheniere Energy Stock (LNG)	0.3	$2.7M	+42%	13k	210.78	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.3	$2.7M	+5%	41k	65.76	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.3	$2.7M	+50%	119k	22.38	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.3	$2.7M	+10%	59k	45.48	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$2.6M		4.9k	539.03	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.3	$2.6M	+5%	39k	67.88	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.3	$2.6M	+10%	25k	105.54	View chart
Agnc Invt Corp Reit (AGNC)	0.3	$2.6M	-3%	273k	9.51	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$2.6M	-6%	6.4k	406.13	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.3	$2.6M	+16%	68k	38.30	View chart
Alerian Mlp Etf Etf (AMLP)	0.3	$2.5M	+66%	54k	47.45	View chart
Ishares Msci India Etf Etf (INDA)	0.3	$2.5M		47k	53.40	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.3	$2.4M	-15%	27k	91.60	View chart
Abbvie Stock (ABBV)	0.3	$2.4M	+4%	14k	169.63	View chart
Cyberark Software Stock (CYBR)	0.3	$2.4M	+33%	7.8k	301.28	View chart
Home Depot Stock (HD)	0.3	$2.3M	-3%	5.8k	405.74	View chart
Tesla Stock (TSLA)	0.3	$2.3M	-9%	7.5k	311.19	View chart
Eaton Corp Stock (ETN)	0.3	$2.3M	-4%	6.4k	361.86	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$2.3M	+4%	4.4k	520.40	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.3	$2.3M	+3%	25k	93.75	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.3	$2.3M		29k	78.09	View chart
Unitedhealth Group Stock (UNH)	0.3	$2.1M	+6%	3.6k	593.15	View chart
Icici Bank Adr (IBN)	0.3	$2.1M		72k	29.63	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.3	$2.1M		24k	86.18	View chart
Jpmorgan Income Etf Etf (JPIE)	0.3	$2.0M	+3004%	45k	45.67	View chart
Park Aerospace Corp Stock (PKE)	0.3	$2.0M		133k	14.78	View chart
Datadog Inc Cl A Stock (DDOG)	0.2	$2.0M		15k	131.43	View chart
Disney Walt Stock (DIS)	0.2	$1.9M	-12%	18k	109.12	View chart
Adobe Stock (ADBE)	0.2	$1.9M	-3%	3.5k	529.87	View chart
Broadcom Stock (AVGO)	0.2	$1.8M	+928%	11k	170.37	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.2	$1.8M	+13%	42k	42.97	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$1.8M		17k	107.14	View chart
Micron Technology Stock (MU)	0.2	$1.8M	+280%	18k	99.18	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.2	$1.7M	+53%	36k	48.67	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$1.7M	+8%	32k	53.76	View chart
Cameco Corp Stock (CCJ)	0.2	$1.7M	+108100%	31k	53.11	View chart
Ishares High Yield Systematic Bond Etf Etf (HYDB)	0.2	$1.7M		35k	47.46	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.2	$1.7M	+52%	46k	35.64	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.2	$1.6M	+16%	20k	81.93	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.2	$1.6M	+7%	39k	41.54	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.2	$1.6M	+20%	32k	50.46	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.2	$1.6M	+10%	62k	25.48	View chart
Spdr Portfolio Tips Etf Etf (SPIP)	0.2	$1.6M	+2%	61k	25.53	View chart
Procter And Gamble Stock (PG)	0.2	$1.5M	-3%	9.2k	167.08	View chart
Amgen Stock (AMGN)	0.2	$1.5M	+13%	5.1k	295.94	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$1.5M	+11%	4.4k	338.48	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$1.5M	+12%	30k	50.38	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$1.5M	-2%	30k	49.17	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.2	$1.5M	+5%	38k	38.46	View chart
Cintas Corp Stock (CTAS)	0.2	$1.4M	+260%	6.7k	217.05	View chart
Abbott Labs Stock (ABT)	0.2	$1.4M	+14%	13k	115.03	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$1.4M	-3%	32k	45.21	View chart
T-mobile Us Stock (TMUS)	0.2	$1.4M	-6%	6.0k	237.75	View chart
Emerson Elec Stock (EMR)	0.2	$1.4M	-4%	11k	129.00	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.2	$1.4M	+6668%	16k	88.65	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	0.2	$1.4M		34k	41.88	View chart
Philip Morris Intl Stock (PM)	0.2	$1.4M	+5%	11k	128.20	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.2	$1.4M	-7%	12k	113.29	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.2	$1.4M	+201%	59k	23.04	View chart
American Tower Corp Reit (AMT)	0.2	$1.4M	+5%	7.0k	194.77	View chart
Teleflex Incorporated Stock (TFX)	0.2	$1.3M		7.0k	190.78	View chart
Invesco International Dividend Achievers Etf Etf (PID)	0.2	$1.3M	+2%	71k	18.89	View chart
Pepsico Stock (PEP)	0.2	$1.3M	-8%	8.1k	165.16	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.2	$1.3M	+269%	50k	25.98	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$1.3M	+38%	6.4k	200.22	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.2	$1.3M	-3%	26k	48.74	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.2	$1.3M	+20%	13k	93.28	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.2	$1.2M	+9%	16k	79.24	View chart
Johnson & Johnson Stock (JNJ)	0.2	$1.2M	-2%	8.1k	151.88	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$1.2M	-3%	6.8k	182.55	View chart
T. Rowe Price Dividend Growth Etf Etf (TDVG)	0.2	$1.2M	+38%	30k	41.04	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.2	$1.2M	+18%	93k	13.24	View chart
Verizon Communications Stock (VZ)	0.2	$1.2M	+7%	30k	40.87	View chart
Salesforce Stock (CRM)	0.2	$1.2M	+14%	3.7k	331.65	View chart
Mcdonalds Corp Stock (MCD)	0.2	$1.2M		4.1k	298.56	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$1.2M		8.8k	137.94	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.2	$1.2M		5.5k	218.24	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$1.2M		2.2k	533.02	View chart
Eli Lilly & Co Stock (LLY)	0.2	$1.2M	+31%	1.5k	785.99	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.2	$1.2M	+2%	13k	91.78	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.1	$1.1M		4.2k	270.15	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$1.1M	+4%	18k	62.23	View chart
Wells Fargo Stock (WFC)	0.1	$1.1M	+2%	16k	72.80	View chart
Linde Stock (LIN)	0.1	$1.1M	+8%	2.4k	453.49	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.1	$1.1M		30k	36.56	View chart
Nextera Energy Stock (NEE)	0.1	$1.1M	+10%	14k	75.28	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.1M	+120%	19k	56.53	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.1	$1.1M	+2%	36k	28.93	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.1	$1.0M	+127%	25k	41.09	View chart
Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP)	0.1	$1.0M	+96%	26k	39.11	View chart
Essential Utils Stock (WTRG)	0.1	$996k		26k	38.26	View chart
Trane Technologies Stock (TT)	0.1	$989k	+8%	2.4k	410.12	View chart
Eog Res Stock (EOG)	0.1	$988k	-63%	7.3k	135.19	View chart
Quanta Svcs Stock (PWR)	0.1	$974k	-21%	3.0k	323.87	View chart
Coca Cola Stock (KO)	0.1	$942k		15k	62.55	View chart
Spdr Gold Minishares Trust Etf (GLDM)	0.1	$917k	-8%	18k	50.85	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$908k	+5%	10k	90.50	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.1	$904k	+5%	14k	64.21	View chart
Csx Corp Stock (CSX)	0.1	$900k	+6%	25k	35.63	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$894k		6.8k	131.13	View chart
Parker-hannifin Corp Stock (PH)	0.1	$891k	+2%	1.3k	697.63	View chart
Entergy Corp Stock (ETR)	0.1	$889k	+4%	6.0k	147.04	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$881k	+183%	38k	23.50	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$874k		4.4k	200.13	View chart
Blackstone Stock (BX)	0.1	$862k	+3%	4.8k	181.21	View chart
Starbucks Corp Stock (SBUX)	0.1	$861k	+18%	8.7k	99.23	View chart
Merck & Co Stock (MRK)	0.1	$853k	+3%	8.7k	98.36	View chart
International Business Machs Stock (IBM)	0.1	$850k	-16%	4.1k	208.99	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$847k	-13%	17k	49.87	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$846k	-15%	11k	77.21	View chart
Ishares Core Dividend Etf Etf (DIVB)	0.1	$843k	+2%	17k	49.61	View chart
Altria Group Stock (MO)	0.1	$831k	+12%	15k	55.39	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.1	$831k		7.4k	112.60	View chart
American Express Stock (AXP)	0.1	$823k	+40%	2.9k	288.33	View chart
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR)	0.1	$818k		22k	36.60	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$808k	-4%	3.4k	234.53	View chart
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)	0.1	$804k		21k	38.74	View chart
At&t Stock (T)	0.1	$796k		36k	22.25	View chart
American Wtr Wks Stock (AWK)	0.1	$791k	-9%	6.0k	132.02	View chart
Innovator Equity Defined Protection Etf - 1 Yr July Etf	0.1	$789k	NEW	29k	26.99	View chart
S&p Global Stock (SPGI)	0.1	$788k		1.5k	510.64	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$776k	+434%	8.5k	91.16	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$768k	+13%	18k	43.48	View chart
Duke Energy Corp Stock (DUK)	0.1	$767k	-4%	6.9k	110.68	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$764k		3.9k	193.82	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$761k	-5%	11k	72.53	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$757k	-6%	1.6k	483.96	View chart
Bank America Corp Stock (BAC)	0.1	$756k	+74%	17k	45.90	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$739k		1.5k	500.34	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$739k	-11%	6.3k	117.31	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$734k	+32%	7.0k	105.40	View chart
Pfizer Stock (PFE)	0.1	$732k	+11%	28k	26.02	View chart
Zoetis Inc Cl A Stock (ZTS)	0.1	$727k		4.2k	174.63	View chart
Capital One Finl Corp Stock (COF)	0.1	$715k	+8%	3.9k	183.00	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$702k	+10%	3.7k	188.50	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$701k		1.00	700600.00	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$700k	+4%	30k	23.71	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$692k	+96%	12k	59.58	View chart
Air Prods & Chems Stock (APD)	0.1	$690k	+11%	2.2k	315.88	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$686k	+3%	8.6k	80.19	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$678k	+3%	3.3k	208.50	View chart
Cme Group Stock (CME)	0.1	$677k		3.0k	223.42	View chart
Anheuser Busch Inbev Sa Adr (BUD)	0.1	$676k	-7%	12k	56.35	View chart
Cabana Target Drawdown 10 Etf Etf (TDSC)	0.1	$674k	-44%	26k	25.51	View chart
Hca Healthcare Stock (HCA)	0.1	$661k	-31%	1.9k	345.51	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$653k	-3%	6.5k	100.34	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$651k	+108%	10k	62.48	View chart
Booking Holdings Stock (BKNG)	0.1	$646k		130.00	4970.98	View chart
First Trust Limited Duration Investment Grade Corporate Etf Etf (FSIG)	0.1	$640k	+140%	34k	18.92	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$638k		8.5k	74.81	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$635k	-10%	917.00	692.96	View chart
Enbridge Stock (ENB)	0.1	$616k	+7%	14k	43.09	View chart
Netflix Stock (NFLX)	0.1	$606k	+20%	723.00	837.56	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.1	$603k	+22%	6.0k	100.52	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$602k	+38%	6.2k	97.66	View chart
Roper Technologies Stock (ROP)	0.1	$600k	-9%	1.1k	564.77	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$596k	+15%	3.5k	170.21	View chart
Tjx Cos Stock (TJX)	0.1	$596k		5.0k	119.91	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$593k	+68%	4.5k	130.56	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.1	$593k	-58%	9.9k	59.86	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)	0.1	$577k		12k	47.67	View chart
Synopsys Stock (SNPS)	0.1	$572k	+6%	1.0k	548.31	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.1	$567k	+19%	12k	45.57	View chart
Spdr Ssga Ultra Short Term Bond Etf Etf (ULST)	0.1	$563k	-56%	14k	40.49	View chart
Novo-nordisk A S Adr (NVO)	0.1	$561k	+31%	5.3k	105.32	View chart
Idacorp Stock (IDA)	0.1	$559k		4.8k	116.73	View chart
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC)	0.1	$558k	-3%	24k	22.94	View chart
Qualcomm Stock (QCOM)	0.1	$548k	+15%	3.3k	163.97	View chart
Allstate Corp Stock (ALL)	0.1	$544k		2.8k	195.78	View chart
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR)	0.1	$542k		14k	39.94	View chart
Cisco Sys Stock (CSCO)	0.1	$538k	-15%	9.3k	57.92	View chart
Medtronic Stock (MDT)	0.1	$535k	+5%	6.2k	86.00	View chart
Cion Invt Corp Stock (CION)	0.1	$535k		47k	11.43	View chart
Lamar Advertising Co New Cl A Reit (LAMR)	0.1	$531k	+7%	4.2k	127.15	View chart
Iris Energy Ltd Ordinary Shares Stock (IREN)	0.1	$526k	NEW	51k	10.33	View chart
Nxp Semiconductors N V Stock (NXPI)	0.1	$523k	-13%	2.3k	223.96	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$515k	-4%	11k	47.26	View chart
Advanced Micro Devices Stock (AMD)	0.1	$508k	+10%	3.7k	138.84	View chart
Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV)	0.1	$502k	+11%	13k	37.86	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$500k	+14%	2.4k	209.34	View chart
Innovator U.s. Equity Power Buffer Etf - June Etf (PJUN)	0.1	$495k	+13%	13k	37.44	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.1	$494k	+43%	4.2k	118.01	View chart
Genuine Parts Stock (GPC)	0.1	$488k	+5%	3.9k	123.85	View chart
Texas Instrs Stock (TXN)	0.1	$480k	+4%	2.3k	206.00	View chart

Past Filings by Continuum Advisory

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

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
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

View all past filings

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