Continuum Wealth Advisors

Continuum Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Continuum Wealth Advisors

Continuum Wealth Advisors holds 59 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Us Eqt Etf (AVUS) 15.8 $31M 322k 96.93
Ishares Tr Core S&p500 Etf (IVV) 15.7 $31M 53k 588.67
Ea Series Trust Alpha Architect (CAOS) 13.3 $26M 300k 87.54
Wisdomtree Tr Us Qtly Div Grt (DGRW) 7.0 $14M 171k 80.93
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.3 $13M 303k 41.27
Tidal Tr Ii Return Stckd Us (RSST) 5.2 $10M 430k 23.90
World Gold Tr Spdr Gld Minis (GLDM) 3.6 $7.1M 136k 51.99
Select Sector Spdr Tr Communication (XLC) 3.5 $6.8M 71k 96.81
Vanguard Index Fds Growth Etf (VUG) 3.3 $6.6M 16k 410.44
Ishares Tr Core S&p Scp Etf (IJR) 3.3 $6.6M 57k 115.22
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.8 $5.5M 80k 68.94
Ishares Tr Faln Angls Usd (FALN) 2.3 $4.5M 169k 26.71
Select Sector Spdr Tr Indl (XLI) 2.1 $4.2M 32k 131.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $4.1M 7.5k 538.81
Ea Series Trust Alpha Arch 1-3 (BOXX) 1.4 $2.7M 25k 110.28
Microsoft Corporation (MSFT) 1.1 $2.2M 5.2k 421.50
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.9 $1.7M 82k 20.65
Wisdomtree Tr Floatng Rat Trea (USFR) 0.7 $1.5M 29k 50.32
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.3M 20k 62.31
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $1.1M 22k 50.13
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $1.1M 21k 50.37
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $923k 13k 70.00
Vanguard Index Fds Value Etf (VTV) 0.4 $887k 5.2k 169.30
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $803k 8.0k 100.60
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $724k 32k 22.70
Innovator Etfs Trust Laddered Alc Bfr (BUFB) 0.4 $715k 22k 32.30
NVIDIA Corporation (NVDA) 0.3 $671k 5.0k 134.29
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $660k 24k 27.71
J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.3 $628k 14k 45.18
Apple (AAPL) 0.3 $536k 2.1k 250.42
Amazon (AMZN) 0.3 $504k 2.3k 219.39
Ishares Tr Global Tech Etf (IXN) 0.2 $488k 5.8k 84.75
Ge Aerospace Com New (GE) 0.2 $403k 2.4k 166.79
Ishares Tr Select Divid Etf (DVY) 0.2 $402k 3.1k 131.31
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.2 $397k 11k 36.70
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $388k 6.7k 58.27
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $387k 2.0k 195.83
International Business Machines (IBM) 0.2 $380k 1.7k 219.88
UnitedHealth (UNH) 0.2 $377k 746.00 505.86
JPMorgan Chase & Co. (JPM) 0.2 $368k 1.5k 239.71
Ishares Tr Core Div Grwth (DGRO) 0.2 $368k 6.0k 61.34
Select Sector Spdr Tr Technology (XLK) 0.2 $362k 1.6k 232.52
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.2 $357k 9.9k 35.91
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.2 $354k 9.4k 37.52
Lam Research Corp Com New (LRCX) 0.2 $340k 4.7k 72.23
Ishares Gold Tr Ishares New (IAU) 0.1 $288k 5.8k 49.51
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $281k 3.3k 85.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $275k 469.00 586.08
Ishares Tr Glb Cns Disc Etf (RXI) 0.1 $271k 1.5k 184.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $250k 489.00 511.30
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $242k 4.1k 58.66
Ishares Tr Russell 2000 Etf (IWM) 0.1 $238k 1.1k 220.96
McDonald's Corporation (MCD) 0.1 $236k 814.00 289.89
Meta Platforms Cl A (META) 0.1 $225k 384.00 585.64
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $225k 8.7k 25.86
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $204k 6.5k 31.42
Innovator Etfs Trust Us Eqty Ultra B (UOCT) 0.1 $203k 5.7k 35.28
Netflix (NFLX) 0.1 $201k 225.00 891.32
Plug Power Com New (PLUG) 0.0 $31k 15k 2.13