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Panoramic Investment Advisors

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

Top 5 stock holdings are SPLG, SCHD, GOOG, AGG, SCHV, and represent 26.80% of Panoramic Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: QUAL, AGG, TLT, SPLG, JEPI, IEFA, SCHW, META, EMXC, USMV.
Started 18 new stock positions in JEPQ, IJS, SCHW, META, RSP, TSLA, BLV, SOFI, JUNT, QUAL. USMV, DGRW, BIV, SMOT, EMB, TLT, TOL, JANT.
Reduced shares in these 10 stocks: SCHD, GOOG, FTGC, VBR, IJR, ABT, ICSH, LMBS, BRK.B, PEP.
Sold out of its positions in T, BAX, CLDX, FTGC, LMBS, IAU, TIP, PM, SPYD, XLF. MMM, ANGL, VBR.
Panoramic Investment Advisors was a net buyer of stock by $4.3M.
Panoramic Investment Advisors has $109M in assets under management (AUM), dropping by 11.54%.
Central Index Key (CIK): 0001967332

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Portfolio Holdings for Panoramic Investment Advisors

Panoramic Investment Advisors holds 99 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	8.2	$8.9M	+20%	177k	50.26	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.2	$6.7M	-26%	95k	70.76	View chart
Alphabet Cap Stk Cl C (GOOG)	4.9	$5.3M	-21%	40k	131.85	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.0	$4.3M	+101%	46k	94.04	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.6	$3.9M	+5%	60k	64.46	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	3.5	$3.8M	+4%	51k	75.84	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.4	$3.7M	NEW	28k	131.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.9	$3.1M	-2%	7.9k	392.71	View chart
Ishares Tr Blackrock Ultra (ICSH)	2.5	$2.7M	-17%	54k	50.38	View chart
Abbott Laboratories (ABT)	2.4	$2.6M	-18%	27k	96.85	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.4	$2.6M	-3%	35k	72.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.1	$2.2M	+66%	35k	64.35	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.0	$2.2M	+6%	21k	103.32	View chart
Pepsi (PEP)	1.9	$2.1M	-17%	12k	169.43	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.8	$1.9M	-18%	38k	50.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$1.9M	+3%	5.3k	358.24	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.7	$1.8M	+202%	34k	53.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$1.7M	-20%	5.0k	350.30	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.4	$1.6M	NEW	18k	88.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$1.6M	+11%	3.6k	429.41	View chart
Select Sector Spdr Tr Energy (XLE)	1.4	$1.5M	+8%	17k	90.39	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$1.5M	-4%	5.5k	272.30	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	1.3	$1.4M	+7%	32k	44.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$1.4M	-15%	11k	130.86	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.2	$1.3M	+4%	26k	49.85	View chart
Apple (AAPL)	1.2	$1.3M	-5%	7.5k	171.22	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	1.2	$1.3M	+7%	34k	37.37	View chart
Vanguard World Fds Inf Tech Etf (VGT)	1.1	$1.2M	+3%	2.8k	414.89	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$1.2M	-2%	17k	67.68	View chart
Ishares Msci Emrg Chn (EMXC)	1.0	$1.1M	+160%	22k	49.83	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.0	$1.1M	+16%	20k	53.52	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	1.0	$1.1M	-22%	22k	48.50	View chart
Microsoft Corporation (MSFT)	1.0	$1.1M	-13%	3.4k	315.76	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.9	$1.0M	+3%	25k	41.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$894k	-12%	3.6k	249.36	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.8	$846k	-34%	12k	73.63	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.7	$789k	-6%	17k	45.95	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.7	$777k	-19%	15k	50.49	View chart
Charles Schwab Corporation (SCHW)	0.7	$764k	NEW	14k	54.90	View chart
Meta Platforms Cl A (META)	0.7	$760k	NEW	2.5k	300.21	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.7	$741k		14k	51.78	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.7	$737k		54k	13.75	View chart
Amazon (AMZN)	0.6	$697k	-35%	5.5k	127.12	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$672k	NEW	9.3k	72.38	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$637k	+26%	5.0k	128.74	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$634k	NEW	10k	63.49	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.6	$623k	+5%	10k	60.17	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$577k	NEW	12k	46.93	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$565k	+80%	9.1k	61.89	View chart
Merck & Co (MRK)	0.5	$544k	-15%	5.3k	102.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$539k	-2%	5.7k	94.19	View chart
Welltower Inc Com reit (WELL)	0.5	$518k	-3%	6.3k	81.92	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.5	$511k	-13%	10k	49.83	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$507k	+20%	12k	43.72	View chart
Fs Kkr Capital Corp (FSK)	0.5	$493k	-4%	25k	19.69	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$483k	-57%	5.1k	94.32	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.4	$470k	+39%	4.7k	100.93	View chart
Toll Brothers (TOL)	0.4	$451k	NEW	6.1k	73.96	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$444k	-2%	7.6k	58.79	View chart
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT)	0.4	$427k		14k	31.63	View chart
Exxon Mobil Corporation (XOM)	0.4	$417k		3.5k	117.58	View chart
Vanguard World Fds Energy Etf (VDE)	0.4	$403k		3.2k	126.73	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$390k	-14%	8.0k	48.65	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.4	$382k	-50%	20k	19.39	View chart
Vanguard World Fds Utilities Etf (VPU)	0.3	$366k		2.9k	127.55	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.3	$339k	+9%	20k	17.10	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP)	0.3	$337k	-10%	9.1k	37.08	View chart
Realty Income (O)	0.3	$318k	+3%	6.4k	49.94	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$316k	+38%	12k	25.40	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.3	$314k	+54%	58k	5.42	View chart
Vanguard World Fds Health Car Etf (VHT)	0.3	$311k	-5%	1.3k	235.12	View chart
Vanguard World Fds Financials Etf (VFH)	0.3	$305k	-8%	3.8k	80.33	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$302k	+4%	10k	30.15	View chart
Comcast Corp Cl A (CMCSA)	0.3	$297k	-6%	6.7k	44.34	View chart
Aim Etf Products Trust Us Lrgcp B10 Jun (JUNT)	0.3	$289k	NEW	11k	25.67	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.3	$283k	-2%	4.7k	60.58	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$282k	NEW	3.2k	89.22	View chart
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT)	0.3	$276k	NEW	9.8k	28.10	View chart
Arbor Realty Trust (ABR)	0.3	$276k	-5%	18k	15.18	View chart
Barings Bdc (BBDC)	0.3	$275k	-10%	31k	8.91	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.3	$274k		1.5k	182.71	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.2	$266k	-31%	3.0k	89.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$262k	NEW	1.9k	141.69	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$260k	NEW	3.1k	82.52	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$249k	-24%	5.4k	46.56	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$246k	+5%	1.4k	171.45	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$238k	-58%	3.1k	75.65	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$235k	NEW	3.3k	72.31	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.2	$233k		7.5k	31.08	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$228k	-14%	1.5k	151.87	View chart
Lockheed Martin Corporation (LMT)	0.2	$223k	+10%	546.00	408.96	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.2	$215k	NEW	7.6k	28.43	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$211k	NEW	3.2k	67.06	View chart
Tesla Motors (TSLA)	0.2	$204k	NEW	814.00	250.22	View chart
Xcel Energy (XEL)	0.2	$203k	-15%	3.5k	57.22	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.2	$192k		14k	14.06	View chart
Ford Motor Company (F)	0.2	$169k	-42%	14k	12.42	View chart
Sofi Technologies (SOFI)	0.1	$124k	NEW	16k	7.99	View chart
Aethlon Med (AEMD)	0.0	$7.9k		35k	0.23	View chart

Past Filings by Panoramic Investment Advisors

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

Panoramic Investment Advisors 2023 Q3 filed Nov. 16, 2023
Panoramic Investment Advisors 2022 Q4 filed March 1, 2023

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