Continuum Wealth Advisors

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

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

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Portfolio Holdings for Continuum Wealth Advisors

Continuum Wealth Advisors holds 46 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 14.2 $14M 284k 50.27
American Centy Etf Tr Us Eqt Etf (AVUS) 13.7 $14M 203k 68.01
Wisdomtree Tr Us Qtly Div Grt (DGRW) 12.2 $12M 204k 60.36
Vanguard Index Fds Value Etf (VTV) 11.9 $12M 86k 140.37
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.1 $9.2M 65k 141.25
Ishares Tr Core Us Aggbd Et (AGG) 5.4 $5.5M 56k 96.99
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.9 $5.0M 97k 51.15
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.5 $2.5M 26k 96.96
Select Sector Spdr Tr Energy (XLE) 2.2 $2.2M 25k 87.47
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.1 $2.2M 33k 65.61
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $2.1M 8.6k 241.89
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.0 $2.0M 27k 74.55
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.7 $1.7M 103k 16.80
Ishares Tr Us Hlthcare Etf (IYH) 1.4 $1.4M 4.9k 283.71

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Ishares Tr Core S&p Scp Etf (IJR) 1.3 $1.3M 14k 94.64
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.3 $1.3M 21k 63.90
Microsoft Corporation (MSFT) 1.1 $1.1M 4.7k 239.82
Innovator Etfs Tr Laddered Alc Bfr (BUFB) 0.9 $890k 39k 23.04
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $883k 8.5k 104.27
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $711k 5.2k 135.85
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $648k 7.6k 84.80
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $574k 14k 40.51
UnitedHealth (UNH) 0.6 $555k 1.0k 530.18
Ishares Tr Glob Hlthcre Etf (IXJ) 0.4 $425k 5.0k 84.88
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.4 $421k 21k 20.49
Ishares Tr Core Div Grwth (DGRO) 0.4 $420k 8.4k 50.00
Ishares Tr Select Divid Etf (DVY) 0.4 $378k 3.1k 120.62
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.4 $361k 18k 19.74
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.4 $358k 17k 20.98
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $356k 3.6k 98.65
Ishares Tr Core S&p500 Etf (IVV) 0.3 $314k 817.00 384.21
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $300k 2.0k 151.85
Apple (AAPL) 0.3 $288k 2.2k 129.93
McDonald's Corporation (MCD) 0.3 $263k 996.00 263.53
Ishares Tr Global Tech Etf (IXN) 0.3 $258k 5.8k 44.83
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $251k 3.8k 65.86
International Business Machines (IBM) 0.2 $249k 1.8k 140.92
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.2 $249k 8.9k 28.07
Ishares Tr Glb Cns Disc Etf (RXI) 0.2 $235k 1.9k 125.98
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.2 $225k 8.0k 28.09
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.2 $223k 7.5k 29.73
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $220k 2.9k 75.54
Johnson & Johnson (JNJ) 0.2 $218k 1.2k 176.61
Ishares Tr Russell 2000 Etf (IWM) 0.2 $216k 1.2k 174.36
Ishares Gold Tr Ishares New (IAU) 0.2 $207k 6.0k 34.59
JPMorgan Chase & Co. (JPM) 0.2 $206k 1.5k 134.10

Past Filings by Continuum Wealth Advisors

SEC 13F filings are viewable for Continuum Wealth Advisors going back to 2022