CONTINUUM WEALTH ADVISORS, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 23, 2024
Value $
$190M
Signature - Title
Jennifer Henry - VP, Portfolio Services
Location
18 Division St., Suite 207 B, Saratoga Springs, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 -$8.55M +$11.6M AVUS, USFR, DGRW, AGG, BIL 13F-HR 10/25/2023, 11:44 AM
Q2 2023 50 $141M +$53M -$30.5M +$22.5M AVUS, USFR, DGRW, VOO, AGG 13F-HR 7/27/2023, 02:37 PM
Q1 2023 41 $123M +$37.2M -$9.21M +$28M RSP, AVUS, USFR, BBEU, DGRW 13F-HR 5/15/2023, 02:10 PM
Q4 2022 46 $101M USFR, AVUS, DGRW, VTV, RSP 13F-HR 3/1/2023, 02:09 PM