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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, Fidelity Wise Origin Bitcoin, Ishares Bitcoin Tr, GOOG, and represent 25.45% of Panoramic Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: Fidelity Wise Origin Bitcoin (+$5.2M), Ishares Bitcoin Tr, IBDY, IJH, SPLG, TLT, GBTC, TSLA, CALF, AAPL.
Started 14 new stock positions in PFE, Fidelity Wise Origin Bitcoin, SPY, SCHX, MSTR, CALF, GBTC, Ishares Bitcoin Tr, BINC, VOE. IAU, DFAC, VPLS, DVA.
Reduced shares in these 10 stocks: AGG, TFLO, GOOG, TOL, EMXC, FSEP, ABT, IEFA, SMOT, IUSB.
Sold out of its positions in FSEP, AGG, SMOT, XEL.
Panoramic Investment Advisors was a net buyer of stock by $13M.
Panoramic Investment Advisors has $136M in assets under management (AUM), dropping by 17.30%.
Central Index Key (CIK): 0001967332

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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 113 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	8.6	$12M	+6%	191k	61.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.8	$7.8M		97k	80.63	View chart
Fidelity Wise Origin Bitcoin SHS	3.9	$5.2M	NEW	85k	62.06	View chart
Ishares Bitcoin Tr SHS	3.6	$4.9M	NEW	122k	40.47	View chart
Alphabet Cap Stk Cl C (GOOG)	3.6	$4.8M	-11%	32k	152.26	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.5	$4.8M	+3%	63k	75.98	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	3.5	$4.8M		53k	89.90	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.1	$4.2M	-4%	25k	164.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.8	$3.8M		7.8k	480.69	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.4	$3.3M	+2%	35k	92.72	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.4	$3.2M	+24%	34k	94.62	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.0	$2.6M	+12%	46k	57.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.9	$2.6M	+2%	22k	120.99	View chart
Abbott Laboratories (ABT)	1.9	$2.6M	-10%	23k	113.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$2.4M		5.4k	444.02	View chart
Ishares Tr Blackrock Ultra (ICSH)	1.7	$2.4M		47k	50.56	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$2.1M	-10%	28k	74.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$2.1M	+5%	3.9k	525.71	View chart
Pepsi (PEP)	1.4	$1.9M	-8%	11k	175.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$1.8M	-2%	4.3k	420.52	View chart
Select Sector Spdr Tr Energy (XLE)	1.3	$1.8M	+5%	19k	94.41	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$1.8M		5.1k	344.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$1.8M		12k	150.93	View chart
Apple (AAPL)	1.2	$1.7M	+26%	9.7k	171.49	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	1.2	$1.6M	+111%	62k	25.48	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.2	$1.6M	+2%	26k	61.05	View chart
Vanguard World Inf Tech Etf (VGT)	1.1	$1.5M	+6%	2.9k	524.41	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	1.1	$1.5M	-10%	27k	54.90	View chart
Microsoft Corporation (MSFT)	1.1	$1.5M	-4%	3.5k	420.70	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$1.4M	+3%	18k	81.43	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	1.1	$1.4M	-9%	31k	46.54	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.0	$1.4M	+19%	18k	76.19	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.9	$1.3M		26k	49.24	View chart
Meta Platforms Cl A (META)	0.9	$1.2M	-3%	2.5k	485.62	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.8	$1.1M	-6%	19k	58.59	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.8	$1.1M	-4%	18k	60.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$1.0M	+375%	17k	60.74	View chart
Amazon (AMZN)	0.7	$991k	-3%	5.5k	180.38	View chart
Charles Schwab Corporation (SCHW)	0.7	$983k	-2%	14k	72.34	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.7	$953k		17k	56.17	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.6	$830k	-54%	16k	50.69	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.6	$817k		13k	61.20	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.6	$807k		54k	15.04	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.6	$779k	+41%	6.6k	118.29	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.5	$732k		10k	70.72	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$731k		5.0k	147.73	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$715k	-4%	8.3k	85.65	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$696k	-13%	13k	52.16	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$694k		13k	54.24	View chart
Tesla Motors (TSLA)	0.5	$658k	+184%	3.7k	175.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$658k		5.7k	115.30	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	0.5	$645k	+57%	14k	45.88	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$623k		9.1k	68.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$558k		6.7k	83.58	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$553k	+70%	5.4k	102.76	View chart
Welltower Inc Com reit (WELL)	0.4	$544k	-6%	5.8k	93.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$544k	+20%	3.2k	169.37	View chart
Merck & Co (MRK)	0.4	$534k	-4%	4.0k	131.95	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$526k	-39%	9.1k	57.57	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.4	$524k	+21%	19k	28.04	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.4	$508k	NEW	8.0k	63.17	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$503k		7.6k	65.87	View chart
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT)	0.4	$494k		14k	35.91	View chart
NVIDIA Corporation (NVDA)	0.3	$468k	-4%	518.00	903.56	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.3	$466k	+20%	25k	18.85	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$445k	-6%	8.7k	51.28	View chart
Fs Kkr Capital Corp (FSK)	0.3	$425k	-10%	22k	19.07	View chart
Exxon Mobil Corporation (XOM)	0.3	$418k		3.6k	116.24	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.3	$397k	NEW	8.1k	49.16	View chart
Vanguard World Financials Etf (VFH)	0.3	$392k	+3%	3.8k	102.39	View chart
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT)	0.3	$385k	+18%	12k	32.98	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$385k	-21%	3.5k	110.53	View chart
Vanguard World Health Car Etf (VHT)	0.3	$379k	+5%	1.4k	270.55	View chart
Vanguard World Energy Etf (VDE)	0.3	$374k		2.8k	131.68	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$373k	+8%	1.8k	204.13	View chart
Realty Income (O)	0.3	$354k		6.5k	54.10	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$336k	+36%	4.5k	75.40	View chart
Aim Etf Products Trust Us Lrgcp B10 Jun (JUNT)	0.2	$330k		11k	29.29	View chart
Pfizer (PFE)	0.2	$329k	NEW	12k	27.75	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$329k	+57%	11k	29.02	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.2	$326k		3.0k	109.17	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$315k		6.1k	51.60	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$295k	+4%	3.3k	89.67	View chart
Eaton Corp SHS (ETN)	0.2	$292k		934.00	312.68	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$287k	-43%	6.3k	45.59	View chart
Comcast Corp Cl A (CMCSA)	0.2	$277k		6.4k	43.35	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$276k	+13%	2.0k	135.06	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.2	$275k	-7%	3.9k	69.77	View chart
Celldex Therapeutics Com New (CLDX)	0.2	$273k		6.5k	41.97	View chart
Lockheed Martin Corporation (LMT)	0.2	$267k		587.00	454.87	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$267k		3.1k	86.48	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$265k	NEW	6.3k	42.01	View chart
Vanguard World Utilities Etf (VPU)	0.2	$264k	-15%	1.9k	142.61	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$263k	-6%	1.3k	205.72	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$262k	-6%	1.4k	186.87	View chart
Zoom Video Communications In Cl A (ZM)	0.2	$261k		4.0k	65.37	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$260k	+14%	6.2k	42.12	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.2	$257k	-2%	43k	5.93	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.2	$254k		7.5k	33.86	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$253k	-19%	4.3k	59.40	View chart
Barings Bdc (BBDC)	0.2	$247k	-11%	27k	9.30	View chart
Toll Brothers (TOL)	0.2	$246k	-69%	1.9k	129.37	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$227k	NEW	7.1k	31.95	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.2	$223k	NEW	2.9k	76.72	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.2	$215k	NEW	4.1k	52.46	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$212k	NEW	405.00	523.07	View chart
Microstrategy Cl A New (MSTR)	0.2	$211k	NEW	124.00	1704.56	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$208k	NEW	3.3k	62.06	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$207k	NEW	1.3k	155.90	View chart
DaVita (DVA)	0.1	$203k	NEW	1.5k	138.05	View chart
Arbor Realty Trust (ABR)	0.1	$174k	-3%	13k	13.25	View chart
Sofi Technologies (SOFI)	0.1	$168k		23k	7.30	View chart
Ford Motor Company (F)	0.1	$141k	-22%	11k	13.28	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 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

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