Continuum Wealth Advisors, LLC Incresed Positions in Q4 2024

Continuum Wealth Advisors, LLC

  • $157 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
44.3K
+ 343.94%
$113.92 - $127.38 $5.05M - $5.65M
57.2K $6.59M
IVV
Ishares Core S&P 500 ETF

ETFs
3.1K
+ 6.23%
$570.51 - $610.59 $1.77M - $1.89M
52.8K $31.1M
AVUS
American Centy ETF Tr Avantis

ETFs
14.3K
+ 4.65%
$94.36 - $102.06 $1.35M - $1.46M
322K $31.2M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
54.4K
+ 196.42%
$20.6 - $20.71 $1.12M - $1.13M
82.1K $1.7M
XLC
Select Sector Spdr Tr Communic

ETFs
5.27K
+ 8.05%
$89.66 - $102.16 $473K - $539K
70.7K $6.85M
VUG
Vanguard Growth ETF

ETFs
1.22K
+ 8.21%
$378.79 - $428.11 $464K - $524K
16.1K $6.62M
GLDM
World Gold Trust

ETFs
7.24K
+ 5.61%
$50.76 - $55.23 $368K - $400K
136K $7.08M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7.64K
+ 4.67%
$80.93 - $85.66 $618K - $654K
171K $13.9M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
18.3K
+ 6.43%
$41.17 - $43.34 $753K - $793K
303K $12.5M
NVDA
Nvidia Corp

Technology
1.21K
+ 32.0%
$117.0 - $148.88 $142K - $180K
5K $671K
JPM
Jpmorgan Chase & CO

Financial Services
243
+ 18.81%
$205.18 - $250.29 $49.9K - $60.8K
1.54K $367K
AMZN
Amazon Com Inc

Consumer Cyclical
35
+ 1.55%
$180.88 - $232.93 $6.33K - $8.15K
2.3K $503K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
6.5K
+ 3.99%
$26.55 - $27.32 $173K - $178K
169K $4.53M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
21.8K
+ 216.17%
$22.01 - $66.82 $480K - $1.46M
31.9K $723K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
877
+ 4.09%
$49.79 - $51.14 $43.7K - $44.8K
22.3K $1.12M
META
Meta Platforms, Inc.

Communication Services
10
+ 2.67%
$554.08 - $632.68 $5.54K - $6.33K
384 $226K
DGRO
Ishares Core Dividend Growth E

ETFs
272
+ 4.75%
$60.73 - $64.94 $16.5K - $17.7K
6K $367K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.35K
+ 100.0%
$25.33 - $51.16 $110K - $222K
8.7K $224K
IAU
Ishares Gold Trust

ETFs
18
+ 0.31%
$48.37 - $52.65 $871 - $948
5.82K $288K
Ea Series Trust
6.41K
+ 35.12%
N/A
24.7K $0
Tidal Tr Ii
48.2K
+ 12.64%
N/A
429K $0
Ea Series Trust
115K
+ 61.77%
N/A
300K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15.9K
+ 199.2%
$27.54 - $83.04 $437K - $1.32M
23.8K $660K
MSFT
Microsoft Corp

Technology
12
+ 0.23%
$406.35 - $454.46 $4.88K - $5.45K
5.16K $2.18M
Activity Summary
Buys All Purchases 31 New Holdings 6 Increased Positions 25 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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