Panoramic Investment Advisors

Panoramic Investment Advisors as of March 31, 2024

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