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Name: |
CONTINUUM WEALTH ADVISORS LLC |
City: |
SARATOGA SPRINGS |
State: |
NY |
Zip: |
12866 |
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data |
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Holdings
Found :
6 |
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Unchanged Positions |
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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 |
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XLV |
SPDR Select Sector Health |
34 |
- |
$146.43 |
$428,000 |
2,898 |
0.24% |
33,000 |
0 |
0 |
Closed - End Fund - E... |
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VIG |
Vanguard Dividend Appreciat... |
42 |
- |
$181.31 |
$361,000 |
1,978 |
0.2% |
24,000 |
0 |
0.001 |
Closed - End Fund - Debt |
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JPM |
JP Morgan Chase & Co |
47 |
- |
$199.95 |
$308,000 |
1,536 |
0.17% |
47,000 |
0 |
0 |
Domestic Money Center... |
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JKJ |
IShares Trust Small Core In... |
56 |
- |
$53.73 |
$231,000 |
4,116 |
0.13% |
10,000 |
0 |
0.037 |
Closed - End Fund - E... |
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IWM |
iShares Tr Russell 2000 Indx |
57 |
- |
$201.20 |
$227,000 |
1,078 |
0.13% |
11,000 |
0 |
0 |
Closed - End Fund - E... |
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INTC |
Intel Corp |
61 |
- |
$30.74 |
$204,000 |
4,625 |
0.12% |
-28,000 |
0 |
0 |
Semiconductor- Broad... |
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