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  Name: CONTINUUM WEALTH ADVISORS LLC
  City: SARATOGA SPRINGS
  State: NY
  Zip: 12866
   
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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
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Holdings Found : 2     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GE)1 Year Chart         GE General Electric Co 64 Closed $165.14 $0 0 0% -207,000 -1,624 0    Conglomerates
   (XOP)1 Year Chart         XOP SPDR S&P Oil & Gas Explorat... 63 Closed $152.00 $0 0 0% -4,169,000 -30,448 0    Closed - End Fund - E...

      2 Records Found
  1    
Page 1 of 1
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