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 94 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.0 $9.7M 129k 75.54
Spdr Ser Tr Portfolio S&p500 (SPLG) 6.8 $6.6M 146k 44.98
Alphabet Cap Stk Cl C (GOOG) 4.7 $4.6M 52k 88.73
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.9 $3.8M 57k 66.02
Abbott Laboratories (ABT) 3.8 $3.7M 34k 109.79
Ishares Tr Blackrock Ultra (ICSH) 3.3 $3.2M 65k 50.04
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 3.2 $3.1M 49k 64.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.9 $2.9M 8.2k 351.35
Pepsi (PEP) 2.8 $2.7M 15k 180.66
Ishares Tr TRS FLT RT BD (TFLO) 2.4 $2.3M 46k 50.41
Ishares Tr Core Us Aggbd Et (AGG) 2.3 $2.2M 23k 96.99
Vanguard Whitehall Fds High Div Yld (VYM) 2.2 $2.1M 20k 108.21
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.1 $2.0M 37k 55.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $1.9M 6.3k 308.90

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Ishares Tr U.s. Med Dvc Etf (IHI) 1.5 $1.5M 29k 52.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $1.4M 5.2k 266.30
Select Sector Spdr Tr Energy (XLE) 1.4 $1.3M 15k 87.47
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.3 $1.3M 18k 74.95
Ishares Tr Core Msci Eafe (IEFA) 1.3 $1.3M 21k 61.64
Ishares Tr Core S&p500 Etf (IVV) 1.3 $1.3M 3.3k 384.22
Vanguard Index Fds Growth Etf (VUG) 1.3 $1.2M 5.8k 213.12
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.2 $1.2M 18k 65.61
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $1.2M 12k 94.64
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.1M 13k 88.23
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $1.1M 25k 44.81
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 1.1 $1.1M 45k 24.49
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH) 1.1 $1.1M 32k 33.35
Apple (AAPL) 1.1 $1.0M 8.0k 129.93
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) 1.0 $1.0M 30k 34.05
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $988k 4.1k 241.88
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $987k 19k 51.79
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $956k 24k 40.51
Microsoft Corporation (MSFT) 1.0 $937k 3.9k 239.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $898k 17k 51.72
Vanguard World Fds Inf Tech Etf (VGT) 0.9 $869k 2.7k 319.38
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.8 $807k 18k 43.92
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.8 $789k 40k 19.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $775k 4.9k 158.81
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.8 $738k 14k 52.06
Amazon (AMZN) 0.7 $719k 8.6k 84.00
Merck & Co (MRK) 0.7 $691k 6.2k 110.95
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $627k 7.6k 82.48
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $620k 11k 54.49
Midcap Financial Invstmnt Com New (MFIC) 0.6 $611k 54k 11.40
Wisdomtree Tr Us Total Dividnd (DTD) 0.6 $597k 9.8k 60.65
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $591k 12k 49.82
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $530k 3.9k 135.85
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.5 $524k 11k 47.41
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $496k 5.8k 84.80
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $496k 7.8k 63.90
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.5 $463k 9.3k 49.51
Fs Kkr Capital Corp (FSK) 0.5 $457k 26k 17.50
Vanguard World Fds Utilities Etf (VPU) 0.4 $435k 2.8k 153.35
Ishares Tr Core Total Usd (IUSB) 0.4 $432k 9.6k 44.93
Welltower Inc Com reit (WELL) 0.4 $431k 6.6k 65.55
Ishares Msci Emrg Chn (EMXC) 0.4 $408k 8.6k 47.47
Realty Income (O) 0.4 $392k 6.2k 63.43
Exxon Mobil Corporation (XOM) 0.4 $391k 3.5k 110.30
Aim Etf Products Trust Us Lrg Cp Bfr 10 (OCTT) 0.4 $381k 14k 28.25
Vanguard World Fds Energy Etf (VDE) 0.4 $380k 3.1k 121.28
Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $353k 4.3k 82.32
Vanguard World Fds Health Car Etf (VHT) 0.4 $347k 1.4k 248.11
Vanguard World Fds Financials Etf (VFH) 0.4 $344k 4.2k 82.73
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.4 $342k 7.1k 47.94
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) 0.3 $339k 10k 33.47
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.3 $337k 8.5k 39.58
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $336k 3.3k 100.80
Baxter International (BAX) 0.3 $328k 6.4k 50.97
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.3 $328k 18k 18.12
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $308k 4.8k 63.97
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $301k 5.1k 59.57
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $294k 9.6k 30.53
Xcel Energy (XEL) 0.3 $294k 4.2k 70.11
Celldex Therapeutics Com New (CLDX) 0.3 $290k 6.5k 44.57
Vanguard World Fds Consum Stp Etf (VDC) 0.3 $284k 1.5k 191.59
Barings Bdc (BBDC) 0.3 $280k 34k 8.15
Ford Motor Company (F) 0.3 $276k 24k 11.63
3M Company (MMM) 0.3 $268k 2.2k 119.92
Philip Morris International (PM) 0.3 $267k 2.6k 101.22
Arbor Realty Trust (ABR) 0.3 $253k 19k 13.19
Comcast Corp Cl A (CMCSA) 0.3 $251k 7.2k 34.97
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $244k 9.0k 27.16
Lockheed Martin Corporation (LMT) 0.2 $241k 496.00 486.49
Vanguard World Mega Cap Index (MGC) 0.2 $232k 1.8k 132.40
Spdr Gold Tr Gold Shs (GLD) 0.2 $231k 1.4k 169.64
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $227k 8.4k 27.02
Ishares Gold Tr Ishares New (IAU) 0.2 $224k 6.5k 34.59
Ishares Tr Tips Bd Etf (TIP) 0.2 $214k 2.0k 106.44
Aim Etf Products Trust Us Lrg Cp Bufr20 (OCTW) 0.2 $209k 7.5k 27.83
Select Sector Spdr Tr Financial (XLF) 0.2 $200k 5.9k 34.20
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.2 $195k 14k 14.40
At&t (T) 0.2 $193k 11k 18.41
Fs Credit Opportunities Corp Common Stock (FSCO) 0.2 $177k 38k 4.71
Aethlon Med (AEMD) 0.0 $9.6k 35k 0.28

Past Filings by Panoramic Investment Advisors

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