Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Panoramic Investment Advisors

Latest statistics and disclosures from Panoramic Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, VPLS, SCHV, SCHD, QUAL, and represent 26.26% of Panoramic Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VPLS (+$6.2M), SPLG, DFLV, Ishares Tr, IYW, VUG, NVDA, SILA, IFRA, DG.
Started 13 new stock positions in IFRA, DG, APRT, SPYD, SCHE, DFLV, AHR, CRWD, Ishares Tr, SCHF. EVSM, SILA, HIGH.
Reduced shares in these 10 stocks: SCHD, FBTC, IBIT, IBDY, VOO, ABT, GOOG, MOAT, TFLO, IHI.
Sold out of its positions in DFAC, EMB, USMV, IUSB, TFLO, MSTR, ANGL, ZM.
Panoramic Investment Advisors was a net buyer of stock by $2.0M.
Panoramic Investment Advisors has $145M in assets under management (AUM), dropping by 6.68%.
Central Index Key (CIK): 0001967332

Tip: Access up to 7 years of quarterly data

Positions held by Panoramic Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Panoramic Investment Advisors

Panoramic Investment Advisors holds 118 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	11.8	$17M	+33%	254k	67.51	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	4.4	$6.4M	+2677%	81k	79.32	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.6	$5.2M	+3%	65k	80.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.3	$4.8M	-41%	56k	84.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.1	$4.5M		25k	179.30	View chart
Alphabet Cap Stk Cl C (GOOG)	3.0	$4.3M	-18%	26k	167.19	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.9	$4.2M	-18%	43k	96.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.6	$3.7M		36k	104.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$3.1M	-25%	5.9k	527.66	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.0	$2.9M	-12%	30k	98.10	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.0	$2.9M	+5%	48k	59.51	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.0	$2.8M		22k	128.20	View chart
Vanguard Index Fds Growth Etf (VUG)	1.9	$2.7M	+38%	7.1k	383.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$2.7M		5.5k	488.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$2.4M	+7%	4.2k	576.84	View chart
Apple (AAPL)	1.6	$2.4M	+4%	10k	233.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$2.3M	+16%	5.0k	460.26	View chart
Ishares Tr Blackrock Ultra (ICSH)	1.5	$2.2M	-5%	44k	50.74	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	1.5	$2.1M	-54%	38k	55.53	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.4	$2.0M	NEW	64k	30.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$2.0M	-8%	25k	78.05	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	1.3	$1.8M	-58%	51k	36.13	View chart
Select Sector Spdr Tr Energy (XLE)	1.3	$1.8M	+10%	21k	87.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.2	$1.8M	+6%	27k	66.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$1.8M	-8%	11k	165.85	View chart
Vanguard World Inf Tech Etf (VGT)	1.2	$1.8M	+3%	3.0k	586.55	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	1.2	$1.7M		27k	63.05	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.2	$1.7M	+438%	11k	151.62	View chart
Abbott Laboratories (ABT)	1.1	$1.6M	-37%	14k	114.01	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.1	$1.6M	+4%	19k	83.21	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$1.6M	+5%	19k	83.09	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	1.1	$1.5M		30k	50.78	View chart
Ishares Tr Large Cap Max Bu	1.0	$1.5M	NEW	57k	25.99	View chart
Microsoft Corporation (MSFT)	1.0	$1.5M	-2%	3.4k	430.31	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$1.4M	+9%	28k	51.50	View chart
Meta Platforms Cl A (META)	1.0	$1.4M		2.5k	572.34	View chart
Pepsi (PEP)	1.0	$1.4M	-21%	8.4k	170.05	View chart
Amazon (AMZN)	0.8	$1.2M	+14%	6.3k	186.33	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$1.1M	-7%	17k	64.74	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.7	$981k	-2%	17k	59.21	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.6	$855k		14k	63.48	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.6	$812k	+2%	11k	76.68	View chart
Charles Schwab Corporation (SCHW)	0.5	$795k	-9%	12k	64.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$791k	-23%	13k	62.32	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$762k		5.0k	154.02	View chart
NVIDIA Corporation (NVDA)	0.5	$735k	+1068%	6.1k	121.44	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$735k	-3%	8.1k	90.80	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.5	$734k	-9%	5.9k	123.62	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.5	$718k		54k	13.39	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$689k		13k	54.93	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$671k	-6%	13k	53.63	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.5	$669k	+37%	34k	19.71	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$653k		8.9k	73.42	View chart
Sila Realty Trust Common Stock (SILA)	0.4	$648k	NEW	26k	25.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$616k	+7%	3.4k	179.16	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$613k	-14%	4.9k	125.62	View chart
Welltower Inc Com reit (WELL)	0.4	$596k	-20%	4.7k	128.03	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.4	$594k	+5%	20k	30.23	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	0.4	$578k	-13%	12k	47.36	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$563k		9.2k	61.11	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$552k		7.7k	71.73	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$536k	-7%	5.0k	107.66	View chart
Tesla Motors (TSLA)	0.4	$528k	-46%	2.0k	261.63	View chart
Ishares Tr Us Infrastruc (IFRA)	0.4	$527k	NEW	11k	46.97	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.3	$501k	-69%	19k	26.40	View chart
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT)	0.3	$497k	-3%	13k	37.52	View chart
Pfizer (PFE)	0.3	$495k	+44%	17k	28.94	View chart
Exxon Mobil Corporation (XOM)	0.3	$469k	+11%	4.0k	117.23	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$456k		8.6k	52.66	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.3	$452k	+20%	9.7k	46.52	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.3	$448k	-59%	7.6k	59.22	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$432k	+8%	2.0k	218.48	View chart
Vanguard World Financials Etf (VFH)	0.3	$428k		3.9k	109.90	View chart
Realty Income (O)	0.3	$424k	+2%	6.7k	63.42	View chart
Dollar General (DG)	0.3	$423k	NEW	5.0k	84.57	View chart
American Healthcare Reit Com Shs (AHR)	0.3	$417k	NEW	16k	26.10	View chart
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT)	0.3	$410k		12k	35.11	View chart
Fs Kkr Capital Corp (FSK)	0.3	$408k	-7%	21k	19.73	View chart
Vanguard World Health Car Etf (VHT)	0.3	$397k		1.4k	282.26	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.3	$385k	NEW	7.7k	50.25	View chart
Merck & Co (MRK)	0.2	$360k	-21%	3.2k	113.56	View chart
Aim Etf Products Trust Us Lrgcp B10 Jun (JUNT)	0.2	$350k		11k	31.67	View chart
Lockheed Martin Corporation (LMT)	0.2	$343k		587.00	584.56	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$342k	+10%	1.4k	243.06	View chart
Vanguard World Energy Etf (VDE)	0.2	$340k	-2%	2.8k	122.47	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$335k	+6%	6.7k	49.70	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$334k		6.2k	53.72	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$321k	-7%	4.1k	78.37	View chart
Eaton Corp SHS (ETN)	0.2	$310k		934.00	331.44	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$306k	+34%	4.5k	67.85	View chart
Aim Etf Products Trust Us Lrgcp B10 Apr (APRT)	0.2	$284k	NEW	7.5k	37.78	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.2	$283k	-21%	2.4k	120.37	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$279k	-3%	1.4k	206.64	View chart
Vanguard World Utilities Etf (VPU)	0.2	$279k	-13%	1.6k	174.00	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$278k		6.1k	45.32	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.2	$267k	-2%	42k	6.35	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.2	$266k	-7%	3.6k	72.79	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.2	$263k		7.5k	35.10	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$263k	-12%	2.7k	97.42	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$260k	-4%	4.1k	63.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$255k	-37%	2.2k	116.97	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.2	$252k	+14%	4.7k	53.53	View chart
Comcast Corp Cl A (CMCSA)	0.2	$246k	-7%	5.9k	41.77	View chart
DaVita (DVA)	0.2	$242k		1.5k	163.93	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.2	$236k	NEW	10k	23.45	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$233k		406.00	573.76	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$230k	NEW	7.9k	29.18	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$225k		1.3k	167.69	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$224k	NEW	800.00	280.47	View chart
Celldex Therapeutics Com New (CLDX)	0.2	$221k		6.5k	33.99	View chart
Toll Brothers (TOL)	0.1	$209k	-28%	1.4k	154.49	View chart
Barings Bdc (BBDC)	0.1	$206k	-20%	21k	9.80	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$204k	-49%	4.0k	50.50	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$204k	NEW	4.5k	45.65	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$201k	NEW	4.9k	41.12	View chart
Arbor Realty Trust (ABR)	0.1	$182k	-11%	12k	15.56	View chart
Ford Motor Company (F)	0.1	$112k		11k	10.56	View chart
Sofi Technologies (SOFI)	0.1	$84k	-53%	11k	7.86	View chart

Past Filings by Panoramic Investment Advisors

SEC 13F filings are viewable for Panoramic Investment Advisors going back to 2022

Panoramic Investment Advisors 2024 Q3 filed Oct. 31, 2024
Panoramic Investment Advisors 2024 Q1 filed April 18, 2024
Panoramic Investment Advisors 2023 Q4 filed Jan. 23, 2024
Panoramic Investment Advisors 2023 Q3 filed Nov. 16, 2023
Panoramic Investment Advisors 2022 Q4 filed March 1, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z