$624 Million is the total value of Continuum Advisory, LLC's 449 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 16.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $28,286,669 | -11.9% | 194,047 | -0.2% | 4.53% | -11.3% |
| ULST | Buy | SSGA ACTIVE ETF TRult sht trm bd | $19,958,274 | +3.3% | 495,611 | +3.2% | 3.20% | +4.0% |
| MSFT | Sell | MICROSOFT CORP | $15,171,716 | -10.7% | 48,050 | -3.7% | 2.43% | -10.0% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $12,131,444 | -3.3% | 84,640 | +0.4% | 1.94% | -2.6% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $11,562,807 | -3.7% | 54,436 | -0.1% | 1.85% | -2.9% |
| AMZN | Sell | AMAZON COM INC | $9,446,580 | -6.3% | 76,594 | -3.8% | 1.51% | -5.6% |
| QUS | Buy | SPDR SER TRmsci usa strtgic | $9,324,321 | +3.7% | 77,265 | +5.6% | 1.49% | +4.4% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $9,248,399 | -2.3% | 184,011 | +1.3% | 1.48% | -1.6% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $8,898,912 | -4.2% | 127,528 | -0.2% | 1.43% | -3.5% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $8,289,257 | +8.6% | 102,374 | +8.8% | 1.33% | +9.4% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $7,230,188 | -0.0% | 96,184 | +0.5% | 1.16% | +0.8% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $6,949,455 | -0.1% | 35,513 | +3.5% | 1.11% | +0.7% |
| TIPX | Buy | SPDR SER TRbloomberg 1 10 y | $6,855,109 | -0.1% | 379,154 | +2.0% | 1.10% | +0.6% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $6,605,412 | -4.8% | 91,349 | -1.0% | 1.06% | -4.1% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $6,555,911 | +65.8% | 44,226 | +20.7% | 1.05% | +67.1% |
| OEF | Buy | ISHARES TRs&p 100 etf | $6,245,929 | +675.5% | 31,130 | +700.3% | 1.00% | +682.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $6,161,056 | -3.2% | 14,347 | +0.5% | 0.99% | -2.5% |
| AVUV | Sell | AMERICAN CENTY ETF TRus sml cp valu | $6,014,250 | -2.0% | 77,155 | -2.4% | 0.96% | -1.2% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $5,531,506 | -1.0% | 75,034 | +0.9% | 0.89% | -0.2% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $5,377,684 | -7.5% | 173,418 | -2.9% | 0.86% | -6.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $5,242,590 | -1.1% | 14,966 | -3.7% | 0.84% | -0.4% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $5,133,606 | +0.6% | 24,652 | +6.3% | 0.82% | +1.4% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $4,897,713 | +8.3% | 38,337 | -0.6% | 0.78% | +9.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $4,778,745 | +9.9% | 36,518 | +0.5% | 0.77% | +10.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $4,456,988 | -3.1% | 69,262 | +1.7% | 0.71% | -2.3% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $4,227,478 | -1.2% | 22,359 | +3.9% | 0.68% | -0.6% |
| AVDV | Sell | AMERICAN CENTY ETF TRintl smcp vlu | $4,120,311 | +0.4% | 71,224 | -0.1% | 0.66% | +1.1% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $4,114,604 | -1.0% | 94,113 | +4.6% | 0.66% | -0.3% |
| CVX | Buy | CHEVRON CORP NEW | $3,957,979 | +7.8% | 23,473 | +0.6% | 0.63% | +8.6% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $3,789,949 | -7.3% | 58,795 | -3.6% | 0.61% | -6.8% |
| VOO | Buy | VANGUARD INDEX FDS | $3,721,531 | +12.9% | 9,477 | +17.1% | 0.60% | +13.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,660,835 | +1.0% | 51,611 | +0.6% | 0.59% | +1.9% |
| FB | Buy | META PLATFORMS INCcl a | $3,499,548 | +6.7% | 11,657 | +2.0% | 0.56% | +7.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,495,822 | -0.5% | 37,059 | +5.1% | 0.56% | +0.2% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $3,407,776 | -3.2% | 101,513 | -0.9% | 0.55% | -2.5% |
| XOM | Buy | EXXON MOBIL CORP | $3,393,493 | +12.5% | 28,861 | +2.6% | 0.54% | +13.3% |
| AGNC | Buy | AGNC INVT CORP | $3,362,122 | +75.8% | 356,157 | +88.7% | 0.54% | +77.3% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $3,295,145 | +5.2% | 78,084 | -2.3% | 0.53% | +6.0% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $3,196,105 | -7.6% | 94,114 | -3.0% | 0.51% | -6.9% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $3,153,289 | +2.5% | 22,862 | +5.6% | 0.50% | +3.3% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $3,135,653 | -1.8% | 21,585 | -0.5% | 0.50% | -1.0% |
| SPSB | Buy | SPDR SER TRportfolio short | $3,138,473 | -0.3% | 107,042 | +0.1% | 0.50% | +0.4% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $3,099,563 | +19.6% | 43,804 | +22.7% | 0.50% | +20.6% |
| REM | Sell | ISHARES TRmortge rel etf | $3,092,303 | -6.9% | 138,420 | -1.6% | 0.50% | -6.1% |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $3,087,511 | +4.7% | 164,142 | +11.4% | 0.50% | +5.5% | |
| V | Buy | VISA INC | $3,002,701 | -0.9% | 34,959 | +0.8% | 0.48% | -0.2% |
| NVDA | Buy | NVIDIA CORPORATION | $2,936,573 | +11.5% | 6,751 | +8.4% | 0.47% | +12.4% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $2,924,599 | -3.0% | 18,337 | +0.5% | 0.47% | -2.3% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $2,860,318 | +4.3% | 32,302 | +11.0% | 0.46% | +5.0% |
| IAGG | Sell | ISHARES TRcore intl aggr | $2,750,837 | -2.2% | 56,393 | -1.1% | 0.44% | -1.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,695,075 | +6.4% | 4,770 | +1.4% | 0.43% | +7.2% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $2,676,500 | +0.6% | 50,009 | +5.4% | 0.43% | +1.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,669,875 | +30.7% | 7,592 | +27.5% | 0.43% | +31.7% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $2,647,656 | -32.4% | 70,812 | -27.5% | 0.42% | -31.9% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $2,583,446 | +1.8% | 48,235 | +5.2% | 0.41% | +2.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,564,001 | -4.7% | 14,507 | +0.9% | 0.41% | -4.0% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $2,521,570 | +8.2% | 42,436 | +8.2% | 0.40% | +8.9% |
| ADBE | Sell | ADOBE INC | $2,390,921 | -12.5% | 4,689 | -16.1% | 0.38% | -11.8% |
| MUB | Buy | ISHARES TRnational mun etf | $2,392,506 | +58.2% | 23,332 | +64.7% | 0.38% | +59.6% |
| TSLA | Buy | TESLA INC | $2,363,152 | +4.1% | 31,356 | +2.5% | 0.38% | +5.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,365,456 | -16.8% | 15,188 | -11.5% | 0.38% | -16.2% |
| PKE | Sell | PARK AEROSPACE CORP | $2,342,048 | +6.2% | 150,808 | -5.6% | 0.38% | +6.8% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,321,291 | +4.0% | 4,604 | -0.9% | 0.37% | +4.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,317,971 | +2.8% | 9,296 | +7.8% | 0.37% | +3.3% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $2,282,634 | +0.6% | 47,456 | +5.0% | 0.37% | +1.4% |
| LNG | Buy | CHENIERE ENERGY INC | $2,260,541 | +11.0% | 13,621 | +1.9% | 0.36% | +11.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,255,059 | +7.1% | 50,858 | +0.3% | 0.36% | +7.8% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $2,245,997 | -3.1% | 5,673 | -3.7% | 0.36% | -2.4% |
| IXUS | Buy | ISHARES TRcore msci total | $2,237,987 | +1.9% | 37,306 | +6.4% | 0.36% | +2.9% |
| GLD | Sell | SPDR GOLD TR | $2,204,333 | -38.0% | 12,857 | -35.5% | 0.35% | -37.6% |
| JNK | Sell | SPDR SER TRbloomberg high y | $2,187,846 | -1.8% | 24,202 | -0.0% | 0.35% | -0.8% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $2,181,644 | -6.2% | 9,615 | -2.8% | 0.35% | -5.4% |
| TDSB | New | EXCHANGE LISTED FDS TRcabana target 7 | $2,163,053 | – | 104,647 | +100.0% | 0.35% | – |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $2,144,392 | +26.4% | 36,174 | +30.1% | 0.34% | +27.4% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $2,125,908 | +2.6% | 4 | 0.0% | 0.34% | +3.6% | |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,106,560 | -8.7% | 28,031 | -8.1% | 0.34% | -7.9% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $2,059,293 | -21.4% | 23,219 | -8.8% | 0.33% | -20.9% |
| WMT | Buy | WALMART INC | $2,055,518 | +3.1% | 33,721 | +0.5% | 0.33% | +3.8% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $2,023,509 | -0.2% | 42,798 | +0.1% | 0.32% | +0.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,018,616 | -12.0% | 13,839 | -8.4% | 0.32% | -11.5% |
| VONG | Sell | VANGUARD SCOTTSDALE FDSvng rus1000grw | $2,009,262 | -4.8% | 29,358 | -1.6% | 0.32% | -4.2% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,953,748 | -5.7% | 12,574 | -1.4% | 0.31% | -5.2% |
| HD | Buy | HOME DEPOT INC | $1,939,725 | -2.0% | 6,420 | +0.7% | 0.31% | -1.3% |
| MCK | Buy | MCKESSON CORP | $1,931,169 | +9.3% | 4,441 | +7.5% | 0.31% | +10.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,927,136 | -0.0% | 49,149 | +3.7% | 0.31% | +0.7% |
| DDOG | Buy | DATADOG INC | $1,919,631 | +16.5% | 21,074 | +25.9% | 0.31% | +17.6% |
| CVS | Buy | CVS HEALTH CORP | $1,917,159 | +35.8% | 27,459 | +34.4% | 0.31% | +36.4% |
| BKNG | Sell | BOOKING HOLDINGS INC | $1,878,126 | +12.4% | 609 | -1.6% | 0.30% | +13.2% |
| MGV | Sell | VANGUARD WORLD FDmega cap val etf | $1,869,917 | -8.0% | 18,441 | -5.9% | 0.30% | -7.1% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,871,487 | -10.4% | 45,183 | -5.2% | 0.30% | -9.6% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,858,281 | -6.5% | 20,072 | -1.4% | 0.30% | -5.7% |
| IBB | Sell | ISHARES TRishares biotech | $1,843,285 | -4.6% | 15,073 | -1.0% | 0.30% | -3.9% |
| CECE | CECO ENVIRONMENTAL CORP | $1,793,910 | +19.5% | 112,330 | 0.0% | 0.29% | +20.1% | |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $1,757,504 | +21.8% | 24,785 | +23.7% | 0.28% | +22.6% |
| ABBV | Sell | ABBVIE INC | $1,757,865 | +10.4% | 11,793 | -0.2% | 0.28% | +11.5% |
| BDX | Buy | BECTON DICKINSON & CO | $1,762,399 | +3.4% | 6,817 | +5.6% | 0.28% | +4.1% |
| ORCL | Sell | ORACLE CORP | $1,719,399 | -22.0% | 16,233 | -12.3% | 0.28% | -21.1% |
| DIS | Buy | DISNEY WALT CO | $1,711,551 | -3.5% | 23,290 | +5.7% | 0.27% | -2.8% |
| PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $1,699,645 | -25.0% | 113,689 | -31.8% | 0.27% | -24.7% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $1,688,266 | -9.3% | 23,216 | -6.5% | 0.27% | -8.4% |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $1,655,391 | +56.2% | 24,026 | +22.7% | 0.26% | +56.8% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $1,644,782 | -10.2% | 21,739 | -0.8% | 0.26% | -9.3% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,604,367 | +16.9% | 5,892 | +21.5% | 0.26% | +17.9% |
| IBN | Buy | ICICI BANK LIMITEDadr | $1,592,991 | +0.6% | 68,901 | +0.4% | 0.26% | +1.2% |
| NFE | Buy | NEW FORTRESS ENERGY INC | $1,582,979 | +72.8% | 48,291 | +41.2% | 0.25% | +74.0% |
| IEMG | Sell | ISHARES INCcore msci emkt | $1,563,926 | -6.1% | 32,862 | -2.7% | 0.25% | -5.3% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $1,551,199 | +1.3% | 22,179 | -1.7% | 0.25% | +2.0% |
| TDSC | Sell | EXCHANGE LISTED FDS TRcabana target 10 | $1,532,483 | -4.0% | 70,459 | -1.3% | 0.25% | -3.1% |
| EXPE | Buy | EXPEDIA GROUP INC | $1,492,144 | -4.4% | 14,477 | +1.5% | 0.24% | -3.6% |
| REZ | Buy | ISHARES TRresidential mult | $1,485,157 | -7.7% | 22,519 | +2.5% | 0.24% | -7.0% |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $1,477,371 | -6.2% | 26,396 | -3.5% | 0.24% | -5.6% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $1,472,321 | +46.6% | 35,884 | +48.1% | 0.24% | +47.5% |
| Buy | CAPITAL GROUP CORE EQUITY ET | $1,472,124 | +71.5% | 58,627 | +75.4% | 0.24% | +72.3% | |
| CF | Buy | CF INDS HLDGS INC | $1,462,296 | +68.5% | 17,055 | +36.4% | 0.23% | +69.6% |
| PSA | Sell | PUBLIC STORAGE | $1,432,714 | -12.3% | 5,437 | -2.8% | 0.23% | -11.5% |
| EMR | Buy | EMERSON ELEC CO | $1,409,825 | +204.6% | 14,599 | +185.1% | 0.23% | +205.4% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,395,241 | +38.8% | 20,597 | +33.8% | 0.22% | +40.0% |
| TFX | TELEFLEX INCORPORATED | $1,390,583 | -18.8% | 7,080 | 0.0% | 0.22% | -18.3% | |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $1,382,454 | +1.5% | 28,903 | +3.8% | 0.22% | +2.3% |
| PFE | Buy | PFIZER INC | $1,379,441 | +5.2% | 67,773 | +9.3% | 0.22% | +5.7% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $1,377,180 | -5.4% | 27,445 | -5.5% | 0.22% | -4.7% |
| FCX | New | FREEPORT-MCMORAN INCcl b | $1,372,123 | – | 36,796 | +100.0% | 0.22% | – |
| SPIP | Buy | SPDR SER TRportfli tips etf | $1,366,266 | -3.7% | 55,003 | +0.2% | 0.22% | -3.1% |
| MRK | Sell | MERCK & CO INC | $1,357,499 | -20.6% | 13,186 | -11.0% | 0.22% | -19.9% |
| HUM | Buy | HUMANA INC | $1,350,713 | +48.3% | 2,776 | +36.3% | 0.22% | +49.0% |
| WFC | Sell | WELLS FARGO CO NEW | $1,342,416 | -4.7% | 32,854 | -0.4% | 0.22% | -4.0% |
| SCHW | Sell | SCHWAB CHARLES CORP | $1,339,121 | -5.9% | 24,392 | -2.8% | 0.22% | -4.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,337,353 | -10.0% | 42,281 | +3.2% | 0.21% | -9.3% |
| CAT | Buy | CATERPILLAR INC | $1,330,329 | +15.4% | 4,873 | +4.0% | 0.21% | +16.4% |
| NEP | Buy | NEXTERA ENERGY PARTNERS LP | $1,321,739 | -14.2% | 44,503 | +69.4% | 0.21% | -13.5% |
| PBA | Sell | PEMBINA PIPELINE CORP | $1,304,484 | -18.4% | 43,396 | -14.6% | 0.21% | -17.7% |
| MCD | Buy | MCDONALDS CORP | $1,297,313 | -10.3% | 26,841 | +0.2% | 0.21% | -9.6% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $1,300,481 | -7.7% | 19,215 | -3.2% | 0.21% | -7.1% |
| TMUS | Buy | T-MOBILE US INC | $1,294,062 | +1.1% | 9,240 | +0.3% | 0.21% | +1.5% |
| WMB | Sell | WILLIAMS COS INC | $1,278,434 | -13.1% | 37,947 | -15.9% | 0.20% | -12.4% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,271,738 | +2.6% | 36,815 | -3.1% | 0.20% | +3.6% |
| PEP | Buy | PEPSICO INC | $1,264,192 | -7.2% | 7,461 | +1.5% | 0.20% | -6.5% |
| INCY | New | INCYTE CORP | $1,266,781 | – | 21,928 | +100.0% | 0.20% | – |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,267,956 | -4.0% | 2,505 | -1.1% | 0.20% | -3.3% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $1,243,269 | +21.3% | 12,087 | +22.7% | 0.20% | +22.1% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $1,221,515 | -8.4% | 12,603 | -7.8% | 0.20% | -7.5% |
| NETL | Buy | ETF SER SOLUTIONSnetlease corp | $1,205,647 | -10.0% | 55,898 | +1.2% | 0.19% | -9.4% |
| FDL | Sell | FIRST TR MORNINGSTAR DIVID L | $1,174,413 | -54.7% | 35,120 | -54.0% | 0.19% | -54.5% |
| AMGN | Buy | AMGEN INC | $1,164,945 | +75.2% | 4,335 | +44.7% | 0.19% | +76.4% |
| SBUX | Sell | STARBUCKS CORP | $1,158,344 | -22.1% | 12,691 | -15.4% | 0.19% | -21.2% |
| TRV | Buy | TRAVELERS COMPANIES INC | $1,161,951 | +39.2% | 7,115 | +48.0% | 0.19% | +39.8% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $1,159,136 | +5.0% | 12,624 | +5.0% | 0.19% | +5.7% |
| KO | Buy | COCA COLA CO | $1,154,476 | -5.0% | 47,681 | +0.9% | 0.18% | -4.1% |
| CSCO | Sell | CISCO SYS INC | $1,144,592 | -44.2% | 21,291 | -46.3% | 0.18% | -43.9% |
| PID | Sell | INVESCO EXCHANGE TRADED FD Tintl divi achi | $1,125,849 | -21.1% | 67,376 | -14.7% | 0.18% | -20.7% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $1,125,458 | -4.0% | 12,288 | +1.3% | 0.18% | -3.2% |
| Buy | CAPITAL GRP FIXED INCM ETF Tcore plus incm | $1,108,679 | +0.6% | 51,566 | +4.2% | 0.18% | +1.7% | |
| CNQ | Sell | CANADIAN NAT RES LTD | $1,087,491 | +12.3% | 16,816 | -2.3% | 0.17% | +13.0% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,067,522 | +2.1% | 10,052 | +6.2% | 0.17% | +3.0% |
| KMX | Sell | CARMAX INC | $1,062,223 | -16.6% | 15,018 | -1.3% | 0.17% | -16.3% |
| PAUG | New | INNOVATOR ETFS TRus eqty pwr bf | $1,039,616 | – | 33,482 | +100.0% | 0.17% | – |
| ANTM | Buy | ELEVANCE HEALTH INC | $1,038,912 | +52.2% | 2,386 | +55.3% | 0.17% | +52.3% |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,026,361 | -14.0% | 2,510 | -3.2% | 0.16% | -13.7% |
| GOVT | Sell | ISHARES TRus treas bd etf | $1,014,766 | -13.1% | 46,042 | -9.7% | 0.16% | -12.4% |
| QCOM | Sell | QUALCOMM INC | $1,008,980 | -6.7% | 9,085 | -0.0% | 0.16% | -5.8% |
| GILD | Sell | GILEAD SCIENCES INC | $1,008,093 | -3.7% | 13,452 | -0.9% | 0.16% | -2.4% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $1,009,654 | +5.7% | 23,062 | +11.0% | 0.16% | +6.6% |
| EOG | Buy | EOG RES INC | $1,002,165 | +21.8% | 7,906 | +10.0% | 0.16% | +22.9% |
| HYD | Sell | VANECK ETF TRUSThigh yld munietf | $1,002,353 | -4.7% | 20,427 | -0.3% | 0.16% | -3.6% |
| AVGO | Buy | BROADCOM INC | $984,237 | +14.7% | 1,185 | +19.8% | 0.16% | +16.2% |
| CTAS | Sell | CINTAS CORP | $978,374 | -11.8% | 2,034 | -8.8% | 0.16% | -10.8% |
| New | SIMPLIFY EXCHANGE TRADED FUNenhanced inm etf | $969,822 | – | 38,980 | +100.0% | 0.16% | – | |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $960,461 | -5.5% | 7,334 | -0.1% | 0.15% | -4.9% |
| DVY | Sell | ISHARES TRselect divid etf | $959,072 | -5.7% | 8,910 | -0.7% | 0.15% | -4.9% |
| CTVA | Buy | CORTEVA INC | $954,585 | +51.8% | 18,659 | +70.0% | 0.15% | +53.0% |
| WTRG | Sell | ESSENTIAL UTILS INC | $939,921 | -27.3% | 27,379 | -15.4% | 0.15% | -26.7% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $929,571 | +0.2% | 16,461 | +4.6% | 0.15% | +0.7% |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $927,257 | -3.5% | 34,267 | -0.9% | 0.15% | -2.6% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $925,709 | -24.7% | 11,218 | -21.0% | 0.15% | -24.5% |
| APD | Buy | AIR PRODS & CHEMS INC | $914,532 | -2.5% | 3,227 | +3.0% | 0.15% | -1.3% |
| DUK | Buy | DUKE ENERGY CORP NEW | $914,175 | +0.7% | 10,358 | +2.4% | 0.15% | +2.1% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $907,637 | +49.9% | 17,977 | +55.6% | 0.14% | +51.0% |
| USMV | Buy | ISHARES TRmsci usa min vol | $891,641 | +26.3% | 12,319 | +29.7% | 0.14% | +27.7% |
| SDVY | Buy | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $881,058 | +89.6% | 31,210 | +90.1% | 0.14% | +90.5% |
| NFLX | Sell | NETFLIX INC | $866,532 | -15.4% | 3,741 | -0.8% | 0.14% | -14.7% |
| Buy | LINDE PLC | $860,129 | +6.9% | 2,310 | +9.4% | 0.14% | +7.8% | |
| IWR | Sell | ISHARES TRrus mid cap etf | $862,494 | -5.7% | 12,455 | -0.5% | 0.14% | -4.8% |
| NEE | Buy | NEXTERA ENERGY INC | $852,853 | -20.5% | 14,887 | +3.0% | 0.14% | -19.9% |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $853,023 | -2.6% | 32,287 | -0.4% | 0.14% | -1.4% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $855,259 | -5.8% | 5,217 | -0.1% | 0.14% | -4.9% |
| NVS | Sell | NOVARTIS AGsponsored adr | $837,697 | -1.8% | 8,224 | -2.7% | 0.13% | -1.5% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $837,271 | -0.8% | 8,361 | -1.2% | 0.13% | 0.0% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $826,956 | +0.8% | 14,954 | +3.4% | 0.13% | +1.5% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $832,369 | -1.3% | 17,620 | -0.4% | 0.13% | -0.7% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $823,965 | +3.0% | 14,908 | +2.0% | 0.13% | +3.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $826,065 | +18.0% | 5,888 | +12.5% | 0.13% | +18.9% |
| SNY | Buy | SANOFIsponsored adr | $825,251 | +20.2% | 15,385 | +20.8% | 0.13% | +21.1% |
| Sell | CION INVT CORP | $816,374 | -17.9% | 77,235 | -19.4% | 0.13% | -17.1% | |
| USIG | Buy | ISHARES TRusd inv grde etf | $812,095 | +12.2% | 16,894 | +16.9% | 0.13% | +13.0% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $809,876 | -6.8% | 4,051 | -4.6% | 0.13% | -5.8% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $804,389 | +1.2% | 1,661 | +0.5% | 0.13% | +2.4% |
| Buy | CAPITAL GROUP GROWTH ETF | $793,310 | +76.2% | 32,380 | +81.5% | 0.13% | +76.4% | |
| MPC | Sell | MARATHON PETE CORP | $771,531 | +25.0% | 5,098 | -3.7% | 0.12% | +26.5% |
| ENB | Buy | ENBRIDGE INC | $764,910 | -7.2% | 22,813 | +2.9% | 0.12% | -6.1% |
| IQV | Buy | IQVIA HLDGS INC | $763,784 | -12.4% | 3,882 | +0.0% | 0.12% | -12.2% |
| HCA | Sell | HCA HEALTHCARE INC | $762,784 | -31.3% | 3,101 | -15.2% | 0.12% | -31.1% |
| COP | Buy | CONOCOPHILLIPS | $745,755 | +17.9% | 6,225 | +1.9% | 0.12% | +18.8% |
| VWOB | Buy | VANGUARD WHITEHALL FDSem mk gov bd etf | $748,166 | -4.9% | 12,646 | +0.1% | 0.12% | -4.0% |
| Buy | CAPITAL GROUP DIVIDEND VALUE | $744,283 | +100.9% | 28,118 | +105.2% | 0.12% | +101.7% | |
| SPTI | Sell | SPDR SER TRportfli intrmdit | $739,676 | -6.1% | 26,868 | -3.5% | 0.12% | -4.8% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $727,666 | -6.4% | 3,736 | -1.1% | 0.12% | -5.6% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $730,055 | -31.4% | 7,156 | -27.3% | 0.12% | -30.8% |
| OMC | Sell | OMNICOM GROUP INC | $719,269 | -23.4% | 9,657 | -2.2% | 0.12% | -22.8% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $717,416 | -10.8% | 5,444 | -8.7% | 0.12% | -10.2% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $710,190 | -2.3% | 13,530 | +1.3% | 0.11% | -1.7% |
| T | Buy | AT&T INC | $711,741 | +2.4% | 47,386 | +8.8% | 0.11% | +2.7% |
| ETN | Buy | EATON CORP PLC | $712,995 | +6.3% | 3,343 | +0.3% | 0.11% | +6.5% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $704,926 | -6.3% | 15,248 | -4.7% | 0.11% | -5.8% |
| Sell | WORLD GOLD TRspdr gld minis | $697,896 | -10.7% | 19,037 | -7.2% | 0.11% | -9.7% | |
| Buy | CAPITAL GROUP INTL FOCUS EQT | $696,050 | +131.7% | 32,017 | +150.7% | 0.11% | +133.3% | |
| HDV | Sell | ISHARES TRcore high dv etf | $693,110 | -50.8% | 7,009 | -49.8% | 0.11% | -50.4% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $685,523 | -10.3% | 5,536 | +3.4% | 0.11% | -9.8% |
| MO | Buy | ALTRIA GROUP INC | $688,187 | +7.6% | 16,366 | +15.9% | 0.11% | +7.8% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $684,140 | +17.1% | 18,540 | +23.3% | 0.11% | +18.3% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $679,732 | -10.4% | 7,822 | +4.1% | 0.11% | -9.9% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $678,773 | -14.4% | 1,542 | -11.4% | 0.11% | -13.5% |
| LLY | Sell | ELI LILLY & CO | $674,497 | -6.7% | 1,256 | -18.5% | 0.11% | -6.1% |
| TIP | Buy | ISHARES TRtips bd etf | $670,856 | +131.0% | 6,468 | +139.6% | 0.11% | +134.8% |
| IUSB | Buy | ISHARES TRcore total usd | $671,069 | -0.5% | 15,351 | +3.5% | 0.11% | +0.9% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $672,107 | +4.9% | 4,087 | +23.7% | 0.11% | +5.9% |
| ASML | Sell | ASML HOLDING N V | $675,193 | -30.2% | 1,147 | -14.0% | 0.11% | -29.9% |
| EBAY | Sell | EBAY INC. | $676,870 | -3.8% | 15,352 | -2.5% | 0.11% | -3.6% |
| SPGI | Sell | S&P GLOBAL INC | $675,643 | -10.9% | 1,849 | -2.3% | 0.11% | -10.7% |
| EQIX | Sell | EQUINIX INC | $668,159 | -10.7% | 920 | -3.6% | 0.11% | -10.1% |
| BAC | Sell | BANK AMERICA CORP | $660,908 | -15.0% | 24,138 | -10.9% | 0.11% | -14.5% |
| GPC | Buy | GENUINE PARTS CO | $656,597 | -13.1% | 4,548 | +1.9% | 0.10% | -12.5% |
| ABT | Buy | ABBOTT LABS | $646,571 | -9.9% | 6,676 | +1.4% | 0.10% | -8.8% |
| DHR | Buy | DANAHER CORPORATION | $649,774 | +3.8% | 2,619 | +0.4% | 0.10% | +4.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $648,309 | +8.7% | 2,111 | +9.3% | 0.10% | +9.5% |
| ADI | Sell | ANALOG DEVICES INC | $643,438 | -17.6% | 3,675 | -8.3% | 0.10% | -16.9% |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $641,166 | -4.9% | 7,336 | 0.0% | 0.10% | -3.7% | |
| MDT | Buy | MEDTRONIC PLC | $636,440 | -0.9% | 8,122 | +11.5% | 0.10% | 0.0% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $635,637 | -10.7% | 12,562 | -7.6% | 0.10% | -9.7% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $636,448 | -10.7% | 4,083 | +2.6% | 0.10% | -9.7% |
| AXP | Sell | AMERICAN EXPRESS CO | $630,819 | -40.2% | 4,228 | -30.2% | 0.10% | -39.9% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $622,259 | -2.6% | 6,023 | +0.0% | 0.10% | -2.0% |
| BONDBLOXX ETF TRUSTbloomberg six mn | $620,533 | +0.1% | 12,344 | 0.0% | 0.10% | 0.0% | ||
| PWR | Buy | QUANTA SVCS INC | $612,280 | -2.5% | 3,273 | +2.3% | 0.10% | -2.0% |
| PH | Buy | PARKER-HANNIFIN CORP | $613,884 | +22.5% | 1,576 | +22.6% | 0.10% | +22.5% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $605,799 | -8.6% | 10,600 | -6.1% | 0.10% | -7.6% |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $597,131 | – | 6,637 | +100.0% | 0.10% | – |
| EFV | Sell | ISHARES TReafe value etf | $591,178 | -18.7% | 12,082 | -18.7% | 0.10% | -18.1% |
| UL | Sell | UNILEVER PLCspon adr new | $588,672 | -8.6% | 11,916 | -3.6% | 0.09% | -7.8% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $588,507 | +14.9% | 1,757 | +18.0% | 0.09% | +16.0% |
| PLD | Sell | PROLOGIS INC. | $586,185 | -9.7% | 5,224 | -1.3% | 0.09% | -8.7% |
| CME | Buy | CME GROUP INC | $579,437 | +8.5% | 2,894 | +0.4% | 0.09% | +9.4% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $580,622 | -44.4% | 16,556 | -41.2% | 0.09% | -44.0% |
| DIVB | ISHARES TRcore divid etf | $577,810 | -2.7% | 15,520 | 0.0% | 0.09% | -1.1% | |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $581,644 | -6.5% | 2,716 | +0.3% | 0.09% | -6.1% |
| BLK | Buy | BLACKROCK INC | $576,363 | -3.8% | 892 | +2.9% | 0.09% | -3.2% |
| IGSB | Sell | ISHARES TR | $572,785 | -10.9% | 11,495 | -10.3% | 0.09% | -9.8% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $566,802 | -14.7% | 7,535 | -4.5% | 0.09% | -14.2% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $561,516 | -5.6% | 3,650 | -1.1% | 0.09% | -5.3% |
| EIX | Buy | EDISON INTL | $556,066 | -6.2% | 8,786 | +3.0% | 0.09% | -5.3% |
| ON | Sell | ON SEMICONDUCTOR CORP | $555,469 | -10.2% | 5,976 | -8.6% | 0.09% | -9.2% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $556,058 | +1.5% | 14,387 | +6.5% | 0.09% | +2.3% |
| SOXX | Buy | ISHARES TRishares semicdtr | $549,434 | -4.3% | 1,160 | +2.5% | 0.09% | -3.3% |
| ABC | Sell | CENCORA INC | $546,389 | -63.1% | 3,036 | -60.6% | 0.09% | -62.7% |
| ZTS | Sell | ZOETIS INCcl a | $552,213 | -0.4% | 3,174 | -1.4% | 0.09% | 0.0% |
| GD | Sell | GENERAL DYNAMICS CORP | $539,830 | +1.5% | 2,443 | -1.2% | 0.09% | +2.4% |
| VICI | Sell | VICI PPTYS INC | $535,847 | -16.4% | 18,414 | -9.7% | 0.09% | -15.7% |
| TXN | Sell | TEXAS INSTRS INC | $531,252 | -17.0% | 3,341 | -6.0% | 0.08% | -16.7% |
| MBB | Sell | ISHARES TRmbs etf | $526,406 | -12.7% | 5,928 | -8.3% | 0.08% | -12.5% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $516,417 | +43.1% | 18,868 | +37.8% | 0.08% | +45.6% |
| FISV | Buy | FISERV INC | $519,051 | +0.6% | 4,595 | +12.3% | 0.08% | +1.2% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $516,203 | +9.8% | 2,544 | +3.5% | 0.08% | +10.7% |
| Sell | EXCHANGE LISTED FDS TRcabana moderate | $510,369 | -4.4% | 25,973 | -1.3% | 0.08% | -3.5% | |
| New | GSK PLCsponsored adr | $503,549 | – | 13,891 | +100.0% | 0.08% | – | |
| ARCC | Buy | ARES CAPITAL CORP | $498,763 | +4.6% | 25,617 | +1.0% | 0.08% | +5.3% |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $501,399 | – | 3,762 | +100.0% | 0.08% | – |
| INTC | Sell | INTEL CORP | $499,132 | -5.4% | 14,040 | -11.0% | 0.08% | -4.8% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $490,760 | -14.8% | 4,773 | -5.6% | 0.08% | -14.1% |
| BK | Sell | BANK NEW YORK MELLON CORP | $493,844 | -6.4% | 11,579 | -2.3% | 0.08% | -6.0% |
| CI | Sell | THE CIGNA GROUP | $495,902 | +1.2% | 1,734 | -0.7% | 0.08% | +1.3% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $476,953 | +0.2% | 16,607 | +0.4% | 0.08% | 0.0% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $472,012 | -3.9% | 6,275 | +0.1% | 0.08% | -2.6% |
| Buy | DIMENSIONAL ETF TRUSTintl core equity | $474,568 | +3.7% | 20,324 | +7.8% | 0.08% | +4.1% | |
| WISDOMTREE TRfloatng rat trea | $469,284 | 0.0% | 9,326 | 0.0% | 0.08% | 0.0% | ||
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $464,658 | -5.3% | 9,583 | -1.4% | 0.07% | -5.1% |
| TJX | Buy | TJX COS INC NEW | $459,065 | +8.9% | 5,165 | +3.9% | 0.07% | +10.4% |
| FIDU | FIDELITY COVINGTON TRUSTmsci indl indx | $453,309 | -4.8% | 8,376 | 0.0% | 0.07% | -3.9% | |
| GIS | Sell | GENERAL MLS INC | $457,337 | -26.0% | 7,147 | -11.3% | 0.07% | -25.5% |
| Sell | PHILLIPS EDISON & CO INC | $457,955 | -18.7% | 13,654 | -17.4% | 0.07% | -18.9% | |
| D | Buy | DOMINION ENERGY INC | $448,930 | -10.6% | 10,050 | +3.7% | 0.07% | -10.0% |
| MUNI | PIMCO ETF TRinter mun bd act | $450,129 | -3.4% | 8,990 | 0.0% | 0.07% | -2.7% | |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $450,293 | -5.3% | 6,248 | -0.3% | 0.07% | -5.3% |
| SJNK | Sell | SPDR SER TRbloomberg sht te | $443,142 | -1.3% | 18,117 | -0.3% | 0.07% | 0.0% |
| IP | Buy | INTERNATIONAL PAPER CO | $445,326 | +21.3% | 12,555 | +8.8% | 0.07% | +22.4% |
| SNPS | Sell | SYNOPSYS INC | $439,234 | +5.3% | 957 | -0.1% | 0.07% | +6.1% |
| INGR | Sell | INGREDION INC | $433,944 | -11.2% | 4,410 | -4.4% | 0.07% | -10.3% |
| SRE | Buy | SEMPRA | $436,140 | -3.6% | 6,411 | +106.3% | 0.07% | -2.8% |
| PJAN | New | INNOVATOR ETFS TRus eqty pwr buf | $439,754 | – | 12,638 | +100.0% | 0.07% | – |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $438,152 | +6.9% | 1,260 | +8.2% | 0.07% | +7.7% |
| QQQM | Sell | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $439,875 | -7.9% | 2,984 | -5.1% | 0.07% | -7.9% |
| VONE | Buy | VANGUARD SCOTTSDALE FDSvng rus1000idx | $435,844 | +5.1% | 2,239 | +8.8% | 0.07% | +6.1% |
| MET | Sell | METLIFE INC | $425,586 | -13.8% | 6,765 | -22.6% | 0.07% | -13.9% |
| VLO | Buy | VALERO ENERGY CORP | $423,504 | +24.9% | 2,989 | +3.4% | 0.07% | +25.9% |
| CB | Buy | CHUBB LIMITED | $424,895 | +34.1% | 2,041 | +24.1% | 0.07% | +36.0% |
| FSK | Buy | FS KKR CAP CORP | $423,158 | +88.3% | 21,491 | +83.4% | 0.07% | +88.9% |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $417,543 | – | 18,541 | +100.0% | 0.07% | – | |
| C | Buy | CITIGROUP INC | $420,461 | -9.7% | 10,223 | +1.1% | 0.07% | -9.5% |
| ICSH | ISHARES TRblackrock ultra | $414,476 | +0.2% | 8,227 | 0.0% | 0.07% | 0.0% | |
| LAMR | Buy | LAMAR ADVERTISING CO NEWcl a | $410,673 | -12.1% | 4,920 | +4.5% | 0.07% | -10.8% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $403,302 | -3.4% | 3,564 | -1.7% | 0.06% | -1.5% |
| DGRO | Sell | ISHARES TRcore div grwth | $402,640 | -3.9% | 8,129 | -0.0% | 0.06% | -3.0% |
| SGOV | ISHARES TR0-3 mnth treasry | $398,452 | +0.0% | 3,958 | 0.0% | 0.06% | +1.6% | |
| New | NET POWER INC | $396,541 | – | 26,261 | +100.0% | 0.06% | – | |
| USHY | Sell | ISHARES TRbroad usd high | $394,722 | -3.9% | 11,372 | -2.2% | 0.06% | -3.1% |
| F | Sell | FORD MTR CO DEL | $390,554 | -21.5% | 31,446 | -4.4% | 0.06% | -20.3% |
| FITB | Sell | FIFTH THIRD BANCORP | $390,107 | -5.4% | 15,401 | -2.1% | 0.06% | -4.5% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $390,456 | -4.7% | 7,528 | -0.0% | 0.06% | -3.1% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $390,922 | +1.2% | 4,128 | -1.9% | 0.06% | +3.3% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $387,388 | +0.5% | 2,773 | +3.8% | 0.06% | +1.6% |
| CSX | Buy | CSX CORP | $388,127 | -8.7% | 12,622 | +1.2% | 0.06% | -8.8% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $385,197 | -33.6% | 5,560 | -9.7% | 0.06% | -32.6% |
| IDA | New | IDACORP INC | $381,125 | – | 4,070 | +100.0% | 0.06% | – |
| TDVG | Buy | T ROWE PRICE ETF INCprice div grwt | $373,572 | +3.4% | 11,645 | +7.4% | 0.06% | +5.3% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $367,223 | -4.7% | 8,386 | -0.1% | 0.06% | -3.3% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $368,557 | -8.5% | 14,909 | +6.4% | 0.06% | -7.8% |
| ETR | Buy | ENTERGY CORP NEW | $368,150 | +0.8% | 3,980 | +6.1% | 0.06% | +1.7% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $365,614 | -16.3% | 15,021 | -12.7% | 0.06% | -14.5% |
| AGG | Sell | ISHARES TRcore us aggbd et | $363,394 | -14.6% | 3,864 | -11.1% | 0.06% | -14.7% |
| MS | Buy | MORGAN STANLEY | $360,246 | +0.7% | 4,411 | +5.3% | 0.06% | +1.8% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $364,367 | +10.4% | 2,035 | +2.1% | 0.06% | +9.4% |
| NNN | Sell | NNN REIT INC | $363,401 | -18.5% | 10,283 | -1.3% | 0.06% | -18.3% |
| PAPR | New | INNOVATOR ETFS TRus eqt pwr buf | $362,422 | – | 11,840 | +100.0% | 0.06% | – |
| RTX | Sell | RTX CORPORATION | $354,092 | -32.2% | 4,920 | -7.8% | 0.06% | -31.3% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $348,275 | +7.2% | 2,294 | +11.5% | 0.06% | +7.7% |
| USB | Buy | US BANCORP DEL | $346,932 | +5.1% | 10,494 | +5.1% | 0.06% | +7.7% |
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $349,499 | -5.4% | 4,608 | -0.5% | 0.06% | -5.1% |
| IGIB | Sell | ISHARES TR | $348,723 | -49.5% | 7,168 | -47.6% | 0.06% | -49.1% |
| FLJH | Buy | FRANKLIN TEMPLETON ETF TRftse japan hdg | $333,969 | +53.7% | 10,572 | +49.9% | 0.05% | +54.3% |
| IYK | Sell | ISHARES TRus consm staples | $335,031 | -21.4% | 1,796 | -15.6% | 0.05% | -20.6% |
| CINF | Sell | CINCINNATI FINL CORP | $334,284 | +3.1% | 3,268 | -2.0% | 0.05% | +3.8% |
| Sell | FIRST TR EXCHANGE-TRADED FDlimited duration | $335,636 | -60.1% | 18,251 | -59.6% | 0.05% | -59.7% | |
| MU | Sell | MICRON TECHNOLOGY INC | $327,701 | +7.6% | 4,817 | -0.2% | 0.05% | +10.4% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $332,085 | -2.5% | 4,135 | -1.4% | 0.05% | -1.9% |
| PSEP | New | INNOVATOR ETFS TRus eqty pwr buf | $329,832 | – | 10,180 | +100.0% | 0.05% | – |
| GBF | New | ISHARES TRgov/cred bd etf | $333,206 | – | 3,330 | +100.0% | 0.05% | – |
| ALL | Sell | ALLSTATE CORP | $329,774 | +1.6% | 2,960 | -0.6% | 0.05% | +1.9% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $329,884 | -2.2% | 10,367 | +403.3% | 0.05% | -1.9% |
| SO | Sell | SOUTHERN CO | $323,147 | -19.2% | 4,993 | -12.3% | 0.05% | -18.8% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $324,439 | -3.2% | 9,781 | -1.6% | 0.05% | -1.9% |
| BLDR | Sell | BUILDERS FIRSTSOURCE INC | $316,205 | -16.2% | 2,540 | -8.5% | 0.05% | -15.0% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $315,814 | -1.0% | 6,873 | +1.5% | 0.05% | 0.0% |
| AGZ | New | ISHARES TRagency bond etf | $318,883 | – | 3,014 | +100.0% | 0.05% | – |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $315,682 | +53.8% | 5,211 | +60.2% | 0.05% | +54.5% |
| SPHY | SPDR SER TRportfli high yld | $315,023 | -1.8% | 14,051 | 0.0% | 0.05% | -2.0% | |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $309,101 | -7.3% | 745 | -1.2% | 0.05% | -5.7% |
| DBEF | New | DBX ETF TRxtrack msci eafe | $309,842 | – | 8,878 | +100.0% | 0.05% | – |
| DSI | Buy | ISHARES TRmsci kld400 soc | $308,694 | +34.4% | 3,792 | +39.0% | 0.05% | +32.4% |
| IOO | New | ISHARES TRglobal 100 etf | $303,653 | – | 4,146 | +100.0% | 0.05% | – |
| EFG | Sell | ISHARES TReafe grwth etf | $305,329 | -31.2% | 3,538 | -24.0% | 0.05% | -31.0% |
| KCE | New | SPDR SER TRs&p cap mkts | $305,732 | – | 3,524 | +100.0% | 0.05% | – |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $306,458 | -52.6% | 6,700 | -53.0% | 0.05% | -52.4% |
| GRID | New | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $306,739 | – | 3,267 | +100.0% | 0.05% | – |
| JMUB | Buy | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $308,552 | +23.5% | 6,379 | +28.2% | 0.05% | +22.5% |
| BCE | Sell | BCE INC | $302,591 | -18.3% | 7,923 | -2.5% | 0.05% | -18.6% |
| BBJP | Sell | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $298,627 | -31.1% | 5,944 | -29.4% | 0.05% | -30.4% |
| HTGC | Sell | HERCULES CAPITAL INC | $298,983 | +10.9% | 18,208 | -0.1% | 0.05% | +11.6% |
| TFC | Buy | TRUIST FINL CORP | $296,684 | -5.7% | 10,370 | +0.0% | 0.05% | -4.0% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $297,111 | -40.6% | 1,117 | -38.5% | 0.05% | -40.0% |
| EWU | Sell | ISHARES TRmsci uk etf new | $302,076 | -16.7% | 9,547 | -14.9% | 0.05% | -17.2% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $291,540 | -0.1% | 1,532 | -1.3% | 0.05% | +2.2% |
| SRC | Buy | SPIRIT RLTY CAP INC NEW | $295,457 | -11.7% | 8,812 | +3.7% | 0.05% | -11.3% |
| CWB | Sell | SPDR SER TRbbg conv sec etf | $292,396 | -5.8% | 4,313 | -2.8% | 0.05% | -4.1% |
| AFL | Buy | AFLAC INC | $294,669 | +14.9% | 3,839 | +4.5% | 0.05% | +14.6% |
| NVO | Buy | NOVO-NORDISK A Sadr | $295,191 | +45.0% | 3,246 | +158.0% | 0.05% | +46.9% |
| UJAN | New | INNOVATOR ETFS TRus eqt ultra bf | $291,651 | – | 8,955 | +100.0% | 0.05% | – |
| PMAR | New | INNOVATOR ETFS TRus eqty pwr buf | $288,583 | – | 8,617 | +100.0% | 0.05% | – |
| PGR | Sell | PROGRESSIVE CORP | $285,592 | -3.7% | 2,050 | -8.5% | 0.05% | -2.1% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $287,775 | +22.0% | 4,206 | +25.6% | 0.05% | +21.1% |
| GVI | Sell | ISHARES TRintrm gov cr etf | $286,156 | -13.8% | 2,824 | -12.5% | 0.05% | -13.2% |
| CRM | Sell | SALESFORCE INC | $287,339 | -4.8% | 1,417 | -0.8% | 0.05% | -4.2% |
| AMAT | Buy | APPLIED MATLS INC | $283,407 | +0.7% | 2,047 | +5.1% | 0.04% | 0.0% |
| DLR | Sell | DIGITAL RLTY TR INC | $280,040 | +5.4% | 2,314 | -0.8% | 0.04% | +7.1% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $281,278 | +9.5% | 4,053 | +15.0% | 0.04% | +9.8% |
| TFI | Buy | SPDR SER TRnuveen blmbrg mu | $274,541 | -4.2% | 6,282 | +1.2% | 0.04% | -4.3% |
| SON | Sell | SONOCO PRODS CO | $277,185 | -9.5% | 5,100 | -1.7% | 0.04% | -10.2% |
| ES | Buy | EVERSOURCE ENERGY | $276,154 | -16.9% | 4,749 | +1.4% | 0.04% | -17.0% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $270,730 | +19.1% | 1,748 | +1.0% | 0.04% | +19.4% |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $269,008 | -22.2% | 9,232 | -18.6% | 0.04% | -21.8% |
| IQLT | ISHARES TRmsci intl qualty | $265,889 | -5.6% | 7,911 | 0.0% | 0.04% | -4.4% | |
| ACI | ALBERTSONS COS INC | $261,307 | +4.3% | 11,486 | 0.0% | 0.04% | +5.0% | |
| FE | Buy | FIRSTENERGY CORP | $263,699 | -3.9% | 7,715 | +9.3% | 0.04% | -4.5% |
| ARKK | New | ARK ETF TRinnovation etf | $261,306 | – | 6,587 | +100.0% | 0.04% | – |
| IWS | ISHARES TRrus mdcp val etf | $253,651 | -5.0% | 2,431 | 0.0% | 0.04% | -2.4% | |
| WH | Buy | WYNDHAM HOTELS & RESORTS INC | $255,490 | +2.3% | 3,674 | +0.9% | 0.04% | +2.5% |
| BA | Buy | BOEING CO | $253,656 | -4.2% | 1,323 | +5.5% | 0.04% | -2.4% |
| CFG | Sell | CITIZENS FINL GROUP INC | $247,364 | +2.0% | 9,230 | -0.7% | 0.04% | +2.6% |
| GM | Buy | GENERAL MTRS CO | $252,155 | -10.2% | 7,648 | +5.0% | 0.04% | -11.1% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $249,164 | -26.8% | 3,384 | -25.3% | 0.04% | -25.9% |
| UNM | New | UNUM GROUP | $247,327 | – | 5,028 | +100.0% | 0.04% | – |
| GNL | New | GLOBAL NET LEASE INC | $243,556 | – | 25,344 | +100.0% | 0.04% | – |
| COWZ | New | PACER FDS TRus cash cows 100 | $238,203 | – | 4,819 | +100.0% | 0.04% | – |
| MCHI | Buy | ISHARES TRmsci china etf | $237,489 | +0.1% | 5,486 | +3.4% | 0.04% | 0.0% |
| VOX | Sell | VANGUARD WORLD FDS | $238,781 | -16.7% | 2,270 | -15.9% | 0.04% | -17.4% |
| PPH | Buy | VANECK ETF TRUSTpharmaceutcl etf | $232,068 | +5.0% | 2,906 | +3.6% | 0.04% | +5.7% |
| MRNA | Sell | MODERNA INC | $227,858 | -22.5% | 2,206 | -8.9% | 0.04% | -21.3% |
| XMMO | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $226,716 | – | 2,816 | +100.0% | 0.04% | – |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $223,249 | -24.2% | 2,370 | -21.3% | 0.04% | -23.4% |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $226,473 | – | 3,979 | +100.0% | 0.04% | – |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $225,200 | -12.5% | 8,000 | +814.3% | 0.04% | -12.2% |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $226,547 | -0.1% | 106,360 | +3.2% | 0.04% | 0.0% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $216,330 | -40.3% | 1,076 | -28.3% | 0.04% | -39.7% |
| VSAT | VIASAT INC | $217,200 | -55.3% | 11,766 | 0.0% | 0.04% | -54.5% | |
| SNA | SNAP ON INC | $221,137 | -11.5% | 867 | 0.0% | 0.04% | -12.5% | |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $218,836 | -13.9% | 934 | -13.8% | 0.04% | -12.5% |
| EMLC | Sell | VANECK ETF TRUSTjp mrgan em loc | $218,946 | -15.5% | 9,172 | -9.5% | 0.04% | -14.6% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $219,743 | -0.4% | 4,318 | -0.6% | 0.04% | 0.0% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $210,307 | -16.0% | 2,906 | -10.4% | 0.03% | -15.0% |
| ATO | Sell | ATMOS ENERGY CORP | $209,953 | -13.2% | 1,982 | -4.7% | 0.03% | -10.5% |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $215,069 | – | 1,336 | +100.0% | 0.03% | – |
| NVT | Sell | NVENT ELECTRIC PLC | $213,126 | -1.7% | 4,022 | -4.2% | 0.03% | -2.9% |
| USL | New | UNITED STS 12 MONTH OIL FD Lunit ben int | $213,756 | – | 5,331 | +100.0% | 0.03% | – |
| EFA | New | ISHARES TRmsci eafe etf | $214,755 | – | 3,116 | +100.0% | 0.03% | – |
| FLJP | New | FRANKLIN TEMPLETON ETF TRftse japan etf | $211,759 | – | 8,006 | +100.0% | 0.03% | – |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $204,022 | -20.5% | 1,542 | +0.6% | 0.03% | -19.5% |
| VEEV | Buy | VEEVA SYS INC | $208,740 | +3.0% | 1,026 | +0.1% | 0.03% | +3.1% |
| CCI | Sell | CROWN CASTLE INC | $205,411 | -36.3% | 2,232 | -21.2% | 0.03% | -35.3% |
| IWX | ISHARES TRrus tp200 vl etf | $203,954 | -3.1% | 3,120 | 0.0% | 0.03% | 0.0% | |
| FIVG | Buy | ETF SER SOLUTIONSdefiance next | $201,744 | -6.7% | 6,455 | +0.4% | 0.03% | -5.9% |
| IXN | ISHARES TRglobal tech etf | $202,671 | -7.0% | 3,504 | 0.0% | 0.03% | -8.6% | |
| SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $201,946 | – | 5,153 | +100.0% | 0.03% | – |
| UDEC | New | INNOVATOR ETFS TRus eqty ultra b | $200,984 | – | 6,841 | +100.0% | 0.03% | – |
| Buy | GENERAL ELECTRIC CO | $149,660 | +51.0% | 24,146 | +1.9% | 0.02% | +50.0% | |
| Sell | WARNER BROS DISCOVERY INC | $144,471 | -15.3% | 13,303 | -2.2% | 0.02% | -14.8% | |
| GT | GOODYEAR TIRE & RUBR CO | $146,326 | -9.1% | 11,772 | 0.0% | 0.02% | -11.5% | |
| FHN | Buy | FIRST HORIZON CORPORATION | $136,185 | +1.9% | 12,358 | +4.2% | 0.02% | +4.8% |
| STLD | Buy | STEEL DYNAMICS INC | $132,865 | +169.3% | 23,034 | +3.5% | 0.02% | +162.5% |
| HBI | Buy | HANESBRANDS INC | $124,788 | -10.5% | 31,512 | +2.6% | 0.02% | -9.1% |
| BGS | Sell | B & G FOODS INC NEW | $118,680 | -46.7% | 12,000 | -25.0% | 0.02% | -45.7% |
| SOFI | SOFI TECHNOLOGIES INC | $79,900 | -4.2% | 10,000 | 0.0% | 0.01% | 0.0% | |
| IQI | New | INVESCO QUALITY MUN INCOME T | $83,900 | – | 10,000 | +100.0% | 0.01% | – |
| RIO | Buy | RIO TINTO PLCsponsored adr | $55,070 | +0.2% | 23,061 | +0.0% | 0.01% | 0.0% |
| GGN | Buy | GAMCO GLOBAL GOLD NAT RES & | $51,364 | -1.4% | 14,034 | +0.7% | 0.01% | 0.0% |
| HAS | Sell | HASBRO INC | $33,506 | -0.9% | 26,015 | -0.0% | 0.01% | 0.0% |
| IAG | IAMGOLD CORP | $32,465 | -18.3% | 15,100 | 0.0% | 0.01% | -16.7% | |
| DNN | New | DENISON MINES CORP | $25,080 | – | 15,200 | +100.0% | 0.00% | – |
| NVAX | NOVAVAX INC | $23,224 | -0.1% | 22,600 | 0.0% | 0.00% | 0.0% | |
| KOD | KODIAK SCIENCES INC | $24,934 | -73.9% | 13,852 | 0.0% | 0.00% | -73.3% | |
| WD | WALKER & DUNLOP INC | $21,000 | 0.0% | 21,000 | 0.0% | 0.00% | 0.0% | |
| URG | New | UR-ENERGY INC | $20,790 | – | 13,500 | +100.0% | 0.00% | – |
| New | T2 BIOSYSTEMS INC | $4,524 | – | 20,478 | +100.0% | 0.00% | – | |
| JPUS | Exit | J P MORGAN EXCHANGE TRADED Fjpmorgan diver | $0 | – | -2,081 | -100.0% | -0.03% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -1,630 | -100.0% | -0.03% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -2,592 | -100.0% | -0.03% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -3,334 | -100.0% | -0.03% | – |
| Exit | AIM ETF PRODUCTS TRUSTus larcp b10 mar | $0 | – | -7,700 | -100.0% | -0.03% | – | |
| CRL | Exit | CHARLES RIV LABS INTL INC | $0 | – | -997 | -100.0% | -0.03% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -945 | -100.0% | -0.03% | – |
| BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -2,832 | -100.0% | -0.03% | – |
| SPFI | Exit | SOUTH PLAINS FINANCIAL INC | $0 | – | -10,103 | -100.0% | -0.04% | – |
| ALLE | Exit | ALLEGION PLC | $0 | – | -1,876 | -100.0% | -0.04% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -1,198 | -100.0% | -0.04% | – |
| CMP | Exit | COMPASS MINERALS INTL INC | $0 | – | -6,918 | -100.0% | -0.04% | – |
| TAN | Exit | INVESCO EXCH TRADED FD TR IIsolar etf | $0 | – | -3,379 | -100.0% | -0.04% | – |
| ZBRA | Exit | ZEBRA TECHNOLOGIES CORPORATIcl a | $0 | – | -828 | -100.0% | -0.04% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -1,420 | -100.0% | -0.04% | – |
| AGR | Exit | AVANGRID INC | $0 | – | -6,717 | -100.0% | -0.04% | – |
| Exit | J P MORGAN EXCHANGE TRADED Fintrnl res eqt | $0 | – | -4,622 | -100.0% | -0.04% | – | |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -5,868 | -100.0% | -0.04% | – |
| SPEU | Exit | SPDR INDEX SHS FDSportflo eurp etf | $0 | – | -7,406 | -100.0% | -0.04% | – |
| AFIN | Exit | THE NECESSITY RETAIL REIT IN | $0 | – | -42,673 | -100.0% | -0.05% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -4,982 | -100.0% | -0.05% | – |
| FNDE | Exit | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | -11,680 | -100.0% | -0.05% | – |
| NUBD | Exit | NUSHARES ETF TRnuveen esg us | $0 | – | -14,476 | -100.0% | -0.05% | – |
| EZU | Exit | ISHARES INCmsci eurzone etf | $0 | – | -7,143 | -100.0% | -0.05% | – |
| EWG | Exit | ISHARES INCmsci germany etf | $0 | – | -11,910 | -100.0% | -0.05% | – |
| IPG | Exit | INTERPUBLIC GROUP COS INC | $0 | – | -9,055 | -100.0% | -0.06% | – |
| ITB | Exit | ISHARES TRus home cons etf | $0 | – | -4,575 | -100.0% | -0.06% | – |
| FLTR | Exit | VANECK ETF TRUSTig floating rate | $0 | – | -20,178 | -100.0% | -0.08% | – |
| IWY | Exit | ISHARES TRrus tp200 gr etf | $0 | – | -3,244 | -100.0% | -0.08% | – |
| ODFL | Exit | OLD DOMINION FREIGHT LINE IN | $0 | – | -1,444 | -100.0% | -0.08% | – |
| PATH | Exit | UIPATH INCcl a | $0 | – | -49,933 | -100.0% | -0.13% | – |
| SE | Exit | SEA LTDsponsord ads | $0 | – | -19,617 | -100.0% | -0.18% | – |
| BG | Exit | BUNGE LIMITED | $0 | – | -14,569 | -100.0% | -0.22% | – |
| AMN | Exit | AMN HEALTHCARE SVCS INC | $0 | – | -14,728 | -100.0% | -0.26% | – |
| Exit | FIRSTCASH HOLDINGS INC | $0 | – | -20,671 | -100.0% | -0.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 27 | Q3 2023 | 7.9% |
| VANGUARD INDEX FDS | 27 | Q3 2023 | 5.8% |
| VANGUARD BD INDEX FDS | 27 | Q3 2023 | 6.2% |
| ISHARES TR | 27 | Q3 2023 | 4.6% |
| VANGUARD TAX-MANAGED INTL FD | 27 | Q3 2023 | 4.5% |
| MICROSOFT CORP | 27 | Q3 2023 | 2.7% |
| ISHARES TR | 27 | Q3 2023 | 2.3% |
| VANGUARD INDEX FDS | 27 | Q3 2023 | 1.9% |
| ISHARES TR | 27 | Q3 2023 | 3.6% |
| VANGUARD INTL EQUITY INDEX F | 27 | Q3 2023 | 2.8% |
View Continuum Advisory, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR/A | 2023-12-13 |
| 13F-HR/A | 2023-12-13 |
| 13F-HR/A | 2023-12-13 |
| 13F-HR/A | 2023-12-13 |
| 13F-HR/A | 2023-12-13 |
| 13F-HR/A | 2023-12-13 |
| 13F-HR/A | 2023-12-13 |
| 13F-HR/A | 2023-12-13 |
| 13F-HR/A | 2023-12-13 |
View Continuum Advisory, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.