Panoramic Investment Advisors

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

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

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

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