Panoramic Investment Advisors

Panoramic Investment Advisors as of Dec. 31, 2023

Portfolio Holdings for Panoramic Investment Advisors

Panoramic Investment Advisors holds 103 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 8.7 $10M 179k 55.90
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.3 $7.3M 96k 76.13
Alphabet Cap Stk Cl C (GOOG) 4.4 $5.1M 36k 140.93
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 3.9 $4.5M 53k 84.87
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.7 $4.3M 61k 70.10
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.4 $3.9M 27k 147.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.9 $3.4M 7.7k 436.82
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.5 $2.9M 34k 82.96
Abbott Laboratories (ABT) 2.4 $2.8M 25k 110.07
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.3 $2.7M 27k 98.88
Vanguard Whitehall Fds High Div Yld (VYM) 2.0 $2.4M 21k 111.63
Ishares Tr Blackrock Ultra (ICSH) 2.0 $2.3M 46k 50.36
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.9 $2.2M 41k 54.98
Ishares Tr Core Msci Eafe (IEFA) 1.9 $2.2M 31k 70.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $2.2M 5.3k 409.55
Pepsi (PEP) 1.7 $2.0M 12k 169.84
Ishares Tr TRS FLT RT BD (TFLO) 1.6 $1.8M 36k 50.47
Ishares Tr Core S&p500 Etf (IVV) 1.5 $1.8M 3.7k 477.67
Alphabet Cap Stk Cl A (GOOGL) 1.4 $1.7M 12k 139.69
Vanguard Index Fds Growth Etf (VUG) 1.4 $1.6M 5.1k 310.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $1.6M 4.4k 356.66
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) 1.3 $1.5M 31k 50.27
Select Sector Spdr Tr Energy (XLE) 1.3 $1.5M 18k 83.84
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $1.5M 15k 99.25
Apple (AAPL) 1.3 $1.5M 7.7k 192.53
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $1.4M 25k 55.67
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH) 1.2 $1.4M 34k 41.16
Microsoft Corporation (MSFT) 1.2 $1.4M 3.7k 376.05
Vanguard World Fds Inf Tech Etf (VGT) 1.1 $1.3M 2.7k 483.92
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.1 $1.3M 17k 75.32
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $1.2M 25k 47.24
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $1.1M 19k 57.96
Ishares Tr U.s. Med Dvc Etf (IHI) 0.9 $1.1M 20k 53.97
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.9 $1.1M 15k 70.28
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $967k 3.5k 277.18
Charles Schwab Corporation (SCHW) 0.8 $958k 14k 68.80
Meta Platforms Cl A (META) 0.8 $913k 2.6k 353.96
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.8 $887k 17k 51.67
Amazon (AMZN) 0.8 $869k 5.7k 151.94
Ishares Msci Emrg Chn (EMXC) 0.7 $837k 15k 55.41
Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $804k 15k 52.20
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.7 $801k 14k 59.21
Ishares Tr Ibonds Dec 2033 (IBDY) 0.7 $756k 29k 25.85
Midcap Financial Invstmnt Com New (MFIC) 0.6 $734k 54k 13.68
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.6 $703k 8.8k 80.04
Wisdomtree Tr Us Total Dividnd (DTD) 0.6 $680k 10k 65.38
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $675k 5.0k 136.38
Toll Brothers (TOL) 0.6 $637k 6.2k 102.79
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $627k 13k 49.93
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.5 $603k 9.1k 66.49
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $591k 5.6k 105.23
Welltower Inc Com reit (WELL) 0.5 $561k 6.2k 90.17
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $531k 4.7k 114.04
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $529k 6.8k 78.03
Ishares Tr Core Total Usd (IUSB) 0.4 $516k 11k 46.07
Fs Kkr Capital Corp (FSK) 0.4 $500k 25k 19.97
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $483k 4.5k 108.24
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $476k 7.6k 62.66
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $474k 9.2k 51.28
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) 0.4 $470k 14k 34.16
Merck & Co (MRK) 0.4 $461k 4.2k 109.02
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $431k 15k 27.99
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $422k 2.7k 157.80
Doubleline Etf Trust Opportunistic Bd (DBND) 0.4 $412k 8.9k 46.26
Realty Income (O) 0.3 $371k 6.5k 57.42
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.3 $367k 20k 17.96
Exxon Mobil Corporation (XOM) 0.3 $354k 3.5k 99.98
Vanguard World Fds Financials Etf (VFH) 0.3 $343k 3.7k 92.26
Vanguard World Fds Health Car Etf (VHT) 0.3 $334k 1.3k 250.68
Vanguard World Fds Energy Etf (VDE) 0.3 $330k 2.8k 117.28
Tesla Motors (TSLA) 0.3 $327k 1.3k 248.48
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $325k 3.2k 103.07
Vanguard World Fds Consum Stp Etf (VDC) 0.3 $321k 1.7k 190.93
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) 0.3 $317k 7.9k 40.24
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $315k 6.1k 52.00
Aim Etf Products Trust Us Lrgcp B10 Jun (JUNT) 0.3 $313k 11k 27.86
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT) 0.3 $306k 9.8k 31.10
Vanguard World Fds Utilities Etf (VPU) 0.3 $302k 2.2k 137.04
Ishares Tr Msci Usa Esg Slc (SUSA) 0.3 $297k 3.0k 100.51
Zoom Video Communications In Cl A (ZM) 0.2 $287k 4.0k 71.91
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.2 $281k 5.3k 53.55
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $280k 3.1k 89.06
Comcast Corp Cl A (CMCSA) 0.2 $280k 6.4k 43.85
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $275k 4.2k 64.70
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $272k 3.1k 88.35
Lockheed Martin Corporation (LMT) 0.2 $270k 596.00 453.24
NVIDIA Corporation (NVDA) 0.2 $270k 545.00 495.22
Spdr Gold Tr Gold Shs (GLD) 0.2 $262k 1.4k 191.17
Celldex Therapeutics Com New (CLDX) 0.2 $258k 6.5k 39.66
Barings Bdc (BBDC) 0.2 $256k 30k 8.58
Vanguard World Mega Cap Index (MGC) 0.2 $254k 1.5k 169.28
Fs Credit Opportunities Corp Common Stock (FSCO) 0.2 $251k 44k 5.67
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $248k 3.3k 76.38
Vaneck Etf Trust Morningstar Smid (SMOT) 0.2 $246k 7.8k 31.50
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.2 $245k 7.5k 32.72
Sofi Technologies (SOFI) 0.2 $229k 23k 9.95
Ishares Tr U.s. Tech Etf (IYW) 0.2 $222k 1.8k 122.75
Eaton Corp SHS (ETN) 0.2 $222k 921.00 240.82
Xcel Energy (XEL) 0.2 $217k 3.5k 61.91
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $208k 7.2k 28.78
Arbor Realty Trust (ABR) 0.2 $207k 14k 15.18
Select Sector Spdr Tr Financial (XLF) 0.2 $203k 5.4k 37.60
Ford Motor Company (F) 0.1 $166k 14k 12.19