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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 : 2023-12-31
  Total Value : $154,221,000
  Total Value Change : $12,325,000
  Securities Held Change : 5
   
All Securities Held : 51
  New Positions : 6
  Closed Positions : 4
  Increased Positions : 21
  Unchanged Positions : 14
  Decreased Positions : 10

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged 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
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 18 - $60.31 $1,162,000 4,191 0.75% 117,000 0 0.002    Closed - End Fund - E...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 24 - $524.63 $456,000 866 0.3% 19,000 0 0    Health Care Plans
   (IXJ)1 Year Chart         IXJ iShares Trust S&P Glbl Hltcr 28 - $93.31 $407,000 4,698 0.26% 20,000 0 0.001    Closed - End Fund - E...
   (IXN)1 Year Chart         IXN iShares Tr S&P Glbl Info Tch 30 - $75.90 $393,000 5,760 0.25% 60,000 0 0.006    Closed - End Fund - E...
   (IYH)1 Year Chart         IYH iShares Dow Jones US Health... 31 - $61.34 $381,000 1,332 0.25% 21,000 0 0.013    Closed - End Fund - E...
   (DVY)1 Year Chart         DVY iShares Dow Select Div 33 - $125.75 $367,000 3,131 0.24% 30,000 0 0.002    Closed - End Fund - E...
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 35 - $58.55 $360,000 6,692 0.23% 29,000 0 0.002    N/A
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 36 - $184.06 $337,000 1,978 0.22% 30,000 0 0.001    Closed - End Fund - Debt
   (RXI)1 Year Chart         RXI iShares S&P Global Consumer... 37 - $158.93 $297,000 1,866 0.19% 24,000 0 0.083    Closed - End Fund - Debt
   (PAPR)1 Year Chart         PAPR Innovator S&p 500 Power Buf... 38 - $0.00 $289,000 8,854 0.19% 18,000 0 0.058    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 40 - $204.79 $261,000 1,536 0.17% 38,000 0 0    Domestic Money Center...
   (PMAY)1 Year Chart         PMAY Innovator S&p 500 Power Buf... 42 - $0.00 $252,000 7,994 0.16% 16,000 0 0.009    N/A
   (PJUN)1 Year Chart         PJUN Innovator S&p 500 Power Buf... 43 - $0.00 $250,000 7,494 0.16% 15,000 0 0.006    N/A
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 45 - $45.69 $225,000 5,770 0.15% 23,000 0 0    Closed - End Fund - E...
      14 Records Found
  1    
Page 1 of 1
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