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Home > Institutional Investor > Continuum Advisory, Llc > 13F Holdings

Instuitional Investor - Continuum Advisory, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 163,706 $47,369,873 3.83%
2.
Capital Group Dividend Value Etf - ETF
 932,608 $45,958,932 3.72%
3.
Walmart Inc.
 WMT 357,980 $40,544,767 3.28%
4.
Micron Technology Inc
 MU 30,496 $35,201,228 2.85%
5.
Jpmorgan Core Plus Bond Etf - ETF
 735,937 $34,544,879 2.79%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.