CONTINUUM WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$186M
Signature - Title
Jennifer Henry - CCO
Location
Saratoga Springs, NY
Summary
This page shows a list of all the recent 13F filings made by CONTINUUM WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CONTINUUM WEALTH ADVISORS, LLC reported 57 stock holdings with total value $186M as of Q3 2024. Top holdings included AVUS, IVV, CAOS, DGRW, and DFCF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 57 $186M +$48.2M -$60.2M -$12M AVUS, IVV, CAOS, DGRW, DFCF 13F-HR 10/18/2024, 10:53 AM
Q2 2024 59 $190M +$54.4M -$43.1M +$11.2M AVUS, IVV, USFR, DGRW, VOO 13F-HR 7/23/2024, 11:25 AM
Q1 2024 63 $177M +$41M -$25.4M +$15.7M AVUS, IVV, USFR, DGRW, AGG 13F-HR 5/20/2024, 11:59 AM
Q4 2023 51 $154M +$22.3M -$18.7M +$3.54M AVUS, IVV, USFR, DGRW, BIL 13F-HR 1/31/2024, 09:11 AM
Q3 2023 46 $142M +$20.2M -$15.2M +$4.98M AVUS, USFR, DGRW, AGG, BIL 13F-HR 10/25/2023, 11:44 AM
Q2 2023 50 $141M +$53M -$37.8M +$15.2M AVUS, USFR, DGRW, VOO, AGG 13F-HR 7/27/2023, 02:37 PM
Q1 2023 41 $123M +$37.2M -$17.2M +$20M RSP, AVUS, USFR, BBEU, DGRW 13F-HR 5/15/2023, 02:10 PM
Q4 2022 46 $101M $0 $0 USFR, AVUS, DGRW, VTV, RSP 13F-HR 3/1/2023, 03:09 PM