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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 15.85% of Continuum Advisory's stock portfolio.
Added to shares of these 10 stocks: WMT, CGCB, AMZN, BLK, CGDV, JPIE, SPDW, BND, LMBS, ETR.
Started 81 new stock positions in ONLN, QMCO, NBIS, SXC, PDX, QQQJ, FV, UGI, PTON, STRL.
Reduced shares in these 10 stocks: XBI, MUB, VXUS, NLR, TLT, XLK, MU, PEP, AGNC, JCPB.
Sold out of its positions in WMS, SIXJ, AL, ALRS, ALTR, AVEM, AVXC, AEO, ANAB, AM.
Continuum Advisory was a net buyer of stock by $11M.
Continuum Advisory has $780M in assets under management (AUM), dropping by -0.41%.
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 1856 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Continuum Advisory has 1856 total positions. Only the first 250 positions are shown.

Sign up to view all of the Continuum Advisory Dec. 31, 2024 positions
Download the Continuum Advisory December 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	+2%	900k	35.26	View chart
Apple Stock (AAPL)	4.0	$32M		126k	250.42	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	2.7	$21M		460k	46.07	View chart
Vanguard Total Stock Market Etf Etf (VTI)	2.6	$21M	+2%	71k	289.81	View chart
Microsoft Corp Stock (MSFT)	2.4	$19M		44k	421.50	View chart
Vanguard Extended Market Etf Etf (VXF)	2.3	$18M		95k	189.98	View chart
Amazon Stock (AMZN)	2.1	$16M	+4%	73k	219.39	View chart
Invesco Qqq Trust Series I Etf (QQQ)	2.0	$16M		30k	511.23	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	1.9	$15M	-2%	172k	87.33	View chart
Vanguard Total Bond Market Etf Etf (BND)	1.9	$15M	+3%	204k	71.91	View chart
Barnes Group Stock (B)	1.7	$13M		279k	47.26	View chart
Spdr Msci Usa Strategicfactors Etf Etf (QUS)	1.5	$12M		76k	154.85	View chart
Nvidia Corporation Stock (NVDA)	1.5	$12M		87k	134.29	View chart
Vanguard Large-cap Etf Etf (VV)	1.3	$10M		38k	269.70	View chart
Ishares S&p 100 Etf Etf (OEF)	1.3	$10M		35k	288.85	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.1	$8.9M	-3%	15k	588.67	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	1.1	$8.8M		127k	68.94	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	1.1	$8.4M		87k	96.53	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.9	$7.0M		100k	70.28	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.9	$6.8M	+2%	247k	27.32	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.8	$6.5M	+4%	86k	74.73	View chart
Exxon Mobil Corp Stock (XOM)	0.8	$6.4M	+4%	60k	107.57	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.8	$6.0M		32k	189.30	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.7	$5.8M	+7%	11k	538.82	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.7	$5.8M	+9%	170k	34.13	View chart
Vanguard Small-cap Etf Etf (VB)	0.7	$5.7M	+7%	24k	240.28	View chart
Walmart Stock (WMT)	0.7	$5.7M	+68%	63k	90.35	View chart
Vanguard Mid-cap Etf Etf (VO)	0.7	$5.5M		21k	264.13	View chart
Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX)	0.7	$5.3M		284k	18.49	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.6	$5.0M	+8%	87k	57.53	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.6	$4.3M		124k	34.97	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$4.3M		18k	239.71	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.5	$4.2M		85k	49.92	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.5	$4.1M	+4%	53k	76.90	View chart
Hartford Finl Svcs Group Stock (HIG)	0.5	$4.1M	+4%	37k	109.40	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.5	$4.0M		39k	103.30	View chart
Costco Whsl Corp Stock (COST)	0.5	$4.0M		4.4k	916.28	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$4.0M	-2%	6.8k	586.12	View chart
Diamondback Energy Stock (FANG)	0.5	$3.8M	+3%	23k	163.83	View chart
Vanguard Value Etf Etf (VTV)	0.5	$3.8M		23k	169.30	View chart
Progressive Corp Stock (PGR)	0.5	$3.8M	+4%	16k	239.62	View chart
Cf Inds Hldgs Stock (CF)	0.5	$3.7M	+5%	44k	85.32	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$3.7M		8.1k	453.28	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.5	$3.6M	+5%	39k	92.35	View chart
Everest Group Stock (EG)	0.5	$3.6M	+5%	9.9k	362.48	View chart
Humana Stock (HUM)	0.5	$3.6M	+4%	14k	253.71	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$3.6M		31k	115.22	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.5	$3.6M	+176%	138k	25.79	View chart
Oracle Corp Stock (ORCL)	0.4	$3.4M		21k	166.64	View chart
Ceco Environmental Corp Stock (CECO)	0.4	$3.4M		112k	30.23	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.4	$3.4M	+2%	88k	38.37	View chart
Williams Cos Stock (WMB)	0.4	$3.3M	-3%	61k	54.12	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.4	$3.3M		38k	87.90	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.4	$3.3M	-12%	56k	58.93	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.4	$3.3M		56k	58.35	View chart
Spdr Gold Shares Etf (GLD)	0.4	$3.2M		13k	242.13	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$3.1M		16k	190.44	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$3.0M		5.2k	585.56	View chart
Tesla Stock (TSLA)	0.4	$3.0M		7.5k	403.86	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.4	$3.0M	+5%	66k	45.20	View chart
Molina Healthcare Stock (MOH)	0.4	$3.0M	+5%	10k	291.05	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.4	$3.0M		87k	33.91	View chart
Visa Inc Com Cl A Stock (V)	0.4	$3.0M	-4%	9.4k	316.05	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.4	$2.9M	+9%	131k	22.20	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$2.9M		13k	220.96	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.4	$2.8M		45k	62.31	View chart
Cheniere Energy Stock (LNG)	0.4	$2.8M		13k	214.87	View chart
Capital Group Growth Etf Etf (CGGR)	0.4	$2.8M		74k	37.17	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$2.7M	+4%	6.6k	410.46	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.3	$2.7M		42k	65.08	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.3	$2.7M	+9%	29k	91.43	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.3	$2.7M	+5%	61k	43.64	View chart
Cyberark Software Stock (CYBR)	0.3	$2.6M		7.9k	333.15	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.3	$2.6M	+7%	73k	35.85	View chart
Jpmorgan Income Etf Etf (JPIE)	0.3	$2.6M	+26%	57k	45.62	View chart
Alerian Mlp Etf Etf (AMLP)	0.3	$2.6M		54k	48.16	View chart
Abbvie Stock (ABBV)	0.3	$2.6M		14k	177.71	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.3	$2.6M	+4%	26k	99.55	View chart
Broadcom Stock (AVGO)	0.3	$2.5M		11k	231.84	View chart
Ishares Msci India Etf Etf (INDA)	0.3	$2.5M		47k	52.64	View chart
Chevron Corp Stock (CVX)	0.3	$2.5M	-2%	17k	144.84	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.3	$2.4M	+6%	31k	78.01	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$2.4M		5.0k	485.98	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.3	$2.4M	-5%	37k	66.14	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$2.3M		4.4k	526.57	View chart
Home Depot Stock (HD)	0.3	$2.3M		5.9k	388.96	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.3	$2.3M	+29%	46k	48.67	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.3	$2.2M		25k	89.08	View chart
Agnc Invt Corp Reit (AGNC)	0.3	$2.2M	-13%	235k	9.21	View chart
Eaton Corp Stock (ETN)	0.3	$2.1M		6.4k	331.87	View chart
Icici Bank Adr (IBN)	0.3	$2.1M		72k	29.86	View chart
Datadog Inc Cl A Stock (DDOG)	0.3	$2.1M		15k	142.89	View chart
Disney Walt Stock (DIS)	0.3	$2.0M	+2%	18k	111.35	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.3	$2.0M		24k	81.02	View chart
Park Aerospace Corp Stock (PKE)	0.2	$1.9M		133k	14.65	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.2	$1.9M	+7%	45k	42.61	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.2	$1.9M	+13%	52k	35.65	View chart
Unitedhealth Group Stock (UNH)	0.2	$1.8M		3.6k	505.86	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.2	$1.7M	+5%	21k	81.98	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$1.7M	+2%	33k	52.22	View chart
Ishares High Yield Systematic Bond Etf Etf (HYDB)	0.2	$1.6M		35k	47.01	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.2	$1.6M	+2%	40k	41.40	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.2	$1.6M	+6%	66k	24.67	View chart
Cameco Corp Stock (CCJ)	0.2	$1.6M		32k	51.39	View chart
Adobe Stock (ADBE)	0.2	$1.6M		3.6k	444.68	View chart
Spdr Portfolio Tips Etf Etf (SPIP)	0.2	$1.6M	+2%	63k	25.31	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$1.6M	+2%	4.6k	343.39	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$1.5M		30k	50.13	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.2	$1.5M		38k	38.50	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.2	$1.5M	-8%	29k	50.37	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$1.4M		30k	47.82	View chart
T. Rowe Price Dividend Growth Etf Etf (TDVG)	0.2	$1.4M	+21%	37k	39.59	View chart
Abbott Labs Stock (ABT)	0.2	$1.4M		13k	113.11	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	0.2	$1.4M		34k	42.25	View chart
Emerson Elec Stock (EMR)	0.2	$1.4M	+2%	11k	123.93	View chart
Procter And Gamble Stock (PG)	0.2	$1.4M	-9%	8.3k	167.65	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$1.4M		32k	44.04	View chart
Philip Morris Intl Stock (PM)	0.2	$1.4M	+2%	11k	120.35	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.2	$1.4M		60k	22.70	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$1.3M	+7%	6.9k	195.83	View chart
Amgen Stock (AMGN)	0.2	$1.3M		5.2k	260.62	View chart
T-mobile Us Stock (TMUS)	0.2	$1.3M		6.1k	220.73	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.2	$1.3M		12k	110.25	View chart
American Tower Corp Reit (AMT)	0.2	$1.3M	+2%	7.1k	183.41	View chart
Salesforce Stock (CRM)	0.2	$1.3M	+5%	3.9k	334.33	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.2	$1.3M		14k	92.45	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.2	$1.3M	+16%	22k	56.38	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.2	$1.2M		26k	48.42	View chart
Cintas Corp Stock (CTAS)	0.2	$1.2M		6.8k	182.70	View chart
Invesco International Dividend Achievers Etf Etf (PID)	0.2	$1.2M	-4%	67k	18.31	View chart
Eli Lilly & Co Stock (LLY)	0.2	$1.2M	+6%	1.6k	771.78	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$1.2M		6.8k	178.08	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.2	$1.2M	-2%	15k	78.65	View chart
Mcdonalds Corp Stock (MCD)	0.2	$1.2M		4.1k	289.89	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.2	$1.2M		5.5k	215.49	View chart
Verizon Communications Stock (VZ)	0.2	$1.2M		30k	39.99	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$1.2M		8.9k	131.29	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.2M		2.2k	520.23	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$1.1M		13k	88.40	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.1	$1.1M		4.3k	266.72	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$1.1M	+2%	19k	60.75	View chart
Micron Technology Stock (MU)	0.1	$1.1M	-24%	13k	84.16	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.1	$1.1M	-6%	87k	12.99	View chart
Wells Fargo Stock (WFC)	0.1	$1.1M	+2%	16k	70.24	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.1M	-6%	7.6k	144.63	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.1	$1.1M		30k	36.80	View chart
Teleflex Incorporated Stock (TFX)	0.1	$1.1M	-14%	6.1k	177.98	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.1	$1.0M		25k	41.17	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$1.0M	+33%	14k	71.43	View chart
Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP)	0.1	$1.0M		26k	39.09	View chart
Linde Stock (LIN)	0.1	$994k		2.4k	418.67	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$983k	+27%	11k	90.42	View chart
Nextera Energy Stock (NEE)	0.1	$978k	-4%	14k	71.69	View chart
Quanta Svcs Stock (PWR)	0.1	$962k		3.0k	316.05	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.1	$959k	-7%	34k	28.67	View chart
Entergy Corp Stock (ETR)	0.1	$958k	+108%	13k	75.82	View chart
Essential Utils Stock (WTRG)	0.1	$946k		26k	36.32	View chart
Spdr Gold Minishares Trust Etf (GLDM)	0.1	$938k		18k	51.99	View chart
Trane Technologies Stock (TT)	0.1	$927k	+4%	2.5k	369.35	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$921k	+6%	40k	23.18	View chart
American Express Stock (AXP)	0.1	$921k	+8%	3.1k	296.81	View chart
Coca Cola Stock (KO)	0.1	$920k		15k	62.26	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.1	$916k	+2%	15k	63.15	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$909k	+7%	12k	77.27	View chart
Eog Res Stock (EOG)	0.1	$904k		7.4k	122.58	View chart
International Business Machs Stock (IBM)	0.1	$897k		4.1k	219.85	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$894k		10k	89.04	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$891k	+2%	7.0k	127.60	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.1	$880k	-32%	11k	81.34	View chart
Pepsico Stock (PEP)	0.1	$875k	-28%	5.8k	152.05	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$842k		4.4k	190.88	View chart
At&t Stock (T)	0.1	$829k		36k	22.77	View chart
Csx Corp Stock (CSX)	0.1	$824k		26k	32.27	View chart
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR)	0.1	$821k		22k	36.70	View chart
Parker-hannifin Corp Stock (PH)	0.1	$815k		1.3k	636.03	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$808k	+16%	34k	23.47	View chart
Ishares Core Dividend Etf Etf (DIVB)	0.1	$806k		17k	47.40	View chart
Innovator Equity Defined Protection Etf - 1 Yr July Etf (ZJUL)	0.1	$806k		30k	27.05	View chart
Merck & Co Stock (MRK)	0.1	$804k	-6%	8.1k	99.48	View chart
Altria Group Stock (MO)	0.1	$801k	+2%	15k	52.29	View chart
Blackstone Stock (BX)	0.1	$797k	-2%	4.6k	172.42	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$796k	-4%	16k	49.05	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$793k	-55%	7.4k	106.54	View chart
Starbucks Corp Stock (SBUX)	0.1	$789k		8.6k	91.25	View chart
S&p Global Stock (SPGI)	0.1	$785k	+2%	1.6k	498.03	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.1	$783k		7.4k	106.04	View chart
Duke Energy Corp Stock (DUK)	0.1	$750k		7.0k	107.74	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$737k		7.0k	105.48	View chart
Capital One Finl Corp Stock (COF)	0.1	$736k	+5%	4.1k	178.32	View chart
Bank America Corp Stock (BAC)	0.1	$734k		17k	43.95	View chart
American Wtr Wks Stock (AWK)	0.1	$729k	-2%	5.9k	124.49	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$729k		3.9k	185.13	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$728k		3.7k	197.49	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$704k	-2%	6.2k	114.48	View chart
Netflix Stock (NFLX)	0.1	$703k	+8%	788.00	891.61	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$702k	+5%	19k	37.53	View chart
Cme Group Stock (CME)	0.1	$698k		3.0k	232.23	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$696k		1.5k	469.29	View chart
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)	0.1	$693k	-13%	18k	38.42	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.1	$683k	+15%	11k	59.77	View chart
Zoetis Inc Cl A Stock (ZTS)	0.1	$682k		4.2k	162.93	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$681k		1.00	680920.00	View chart
Pfizer Stock (PFE)	0.1	$674k	-9%	25k	26.53	View chart
Blackrock Stock (BLK)	0.1	$671k	NEW	655.00	1025.11	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$666k	+5%	9.0k	74.01	View chart
Air Prods & Chems Stock (APD)	0.1	$663k	+4%	2.3k	290.04	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$655k		3.3k	198.20	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$650k		6.4k	101.53	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$640k		923.00	693.08	View chart
Tjx Cos Stock (TJX)	0.1	$640k	+6%	5.3k	120.81	View chart
First Trust Limited Duration Investment Grade Corporate Etf Etf (FSIG)	0.1	$639k		34k	18.87	View chart
Enbridge Stock (ENB)	0.1	$636k	+4%	15k	42.43	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$635k		1.6k	402.70	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$626k		11k	59.14	View chart
Cabana Target Drawdown 10 Etf Etf (TDSC)	0.1	$624k	-3%	26k	24.43	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.1	$608k	+7%	13k	45.34	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.1	$604k		6.0k	100.60	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$600k	-8%	11k	56.48	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$599k		8.5k	70.31	View chart
Booking Holdings Stock (BKNG)	0.1	$591k	-8%	119.00	4968.42	View chart
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC)	0.1	$585k	+5%	26k	22.72	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$583k	+2%	3.6k	161.77	View chart
Hca Healthcare Stock (HCA)	0.1	$576k		1.9k	300.15	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)	0.1	$574k		12k	47.39	View chart
Iren Limited Ordinary Shares Stock (IREN)	0.1	$557k	+11%	57k	9.82	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.1	$546k	+16%	4.9k	112.26	View chart
Cisco Sys Stock (CSCO)	0.1	$546k		9.2k	59.20	View chart
Medtronic Stock (MDT)	0.1	$543k	+9%	6.8k	79.88	View chart
Roper Technologies Stock (ROP)	0.1	$540k	-2%	1.0k	519.85	View chart
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR)	0.1	$540k		13k	40.19	View chart
Allstate Corp Stock (ALL)	0.1	$535k		2.8k	192.79	View chart
Lamar Advertising Co New Cl A Reit (LAMR)	0.1	$534k	+5%	4.4k	121.74	View chart
Qualcomm Stock (QCOM)	0.1	$530k	+3%	3.4k	153.62	View chart
Idacorp Stock (IDA)	0.1	$524k		4.8k	109.27	View chart
Caterpillar Stock (CAT)	0.1	$524k	+24%	1.4k	362.76	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.1	$521k	+18%	11k	48.31	View chart
Synopsys Stock (SNPS)	0.1	$518k	+2%	1.1k	485.36	View chart
Cion Invt Corp Stock (CION)	0.1	$518k	-2%	45k	11.40	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$503k	-15%	5.2k	96.91	View chart
Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV)	0.1	$502k		13k	37.87	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$494k		2.3k	210.45	View chart
Nxp Semiconductors N V Stock (NXPI)	0.1	$493k		2.4k	207.85	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$477k	+3%	11k	42.28	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.1	$472k	+14%	20k	23.68	View chart
Novo-nordisk A S Adr (NVO)	0.1	$461k		5.4k	86.02	View chart
Innovator U.s. Equity Power Buffer Etf - October Etf (POCT)	0.1	$461k		12k	39.56	View chart
Citigroup Stock (C)	0.1	$459k		6.5k	70.39	View chart
Morgan Stanley Stock (MS)	0.1	$457k	+2%	3.6k	125.72	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$457k		1.3k	351.79	View chart
Spdr Ssga Ultra Short Term Bond Etf Etf (ULST)	0.1	$456k	-18%	11k	40.41	View chart

Past Filings by Continuum Advisory

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

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
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

View all past filings

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