Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: CONTINUUM WEALTH ADVISORS LLC
  City: SARATOGA SPRINGS
  State: NY
  Zip: 12866
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $176,874,000
  Total Value Change : $22,653,000
  Securities Held Change : 12
   
All Securities Held : 63
  New Positions : 14
  Closed Positions : 2
  Increased Positions : 27
  Unchanged Positions : 6
  Decreased Positions : 16

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (XLK)1 Year Chart         XLK SPDR Technology Sector 10 New $215.60 $5,245,000 25,183 2.97% 5,245,000 25,183 0.008    Closed - End Fund - E...
   (XRT)1 Year Chart         XRT The SPDR Retail ETF streetT... 11 New $76.05 $5,217,000 66,048 2.95% 5,217,000 66,048 0.06    Closed - End Fund - E...
   (XLF)1 Year Chart         XLF SPDR Financial Sector 12 New $41.48 $5,194,000 123,313 2.94% 5,194,000 123,313 0.002    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 13 New $361.13 $5,149,000 14,960 2.91% 5,149,000 14,960 0.006    Closed - End Fund - E...
   (PAVE)1 Year Chart         PAVE Global X Us Infrastructure ... 21 New $0.00 $827,000 20,771 0.47% 827,000 20,771 0.016    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 26 New $462.96 $607,000 1,367 0.34% 607,000 1,367 0    Closed - End Fund - Debt
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 33 New $49.93 $458,000 9,044 0.26% 458,000 9,044 0.001    N/A
   (UNP)1 Year Chart         UNP Union Pacific Corp 37 New $227.97 $399,000 1,622 0.23% 399,000 1,622 0    Railroads
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 44 New $1,208.88 $321,000 355 0.18% 321,000 355 0    Semiconductor - Speci...
   (RFDA)1 Year Chart         RFDA Riverfront Dynamic Us Divid... 46 New $52.20 $313,000 6,163 0.18% 313,000 6,163 0.068    N/A
   (JCE)1 Year Chart         JCE Nuveen Core Equity Alpha Fund 51 New $14.59 $275,000 19,545 0.16% 275,000 19,545 0.122    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co 60 New $167.06 $209,000 1,290 0.12% 209,000 1,290 0    Cleaning Products
   (MRK)1 Year Chart         MRK Merck & Co Inc 62 New $131.20 $203,000 1,536 0.11% 203,000 1,536 0    Drug Manufacturers - ...
      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us