Panoramic Investment Advisors

Panoramic Investment Advisors as of Dec. 31, 2024

Portfolio Holdings for Panoramic Investment Advisors

Panoramic Investment Advisors holds 118 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 12.5 $19M 279k 68.94
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 4.6 $7.1M 93k 75.99
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.3 $5.1M 195k 26.07
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.2 $4.8M 27k 178.08
Alphabet Cap Stk Cl C (GOOG) 3.1 $4.8M 25k 190.44
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.9 $4.4M 162k 27.32
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.6 $4.1M 146k 27.87
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.5 $3.8M 41k 92.73
Vanguard Index Fds Growth Etf (VUG) 2.1 $3.3M 7.9k 410.43
Fidelity Wise Origin Bitcoin SHS (FBTC) 2.1 $3.2M 39k 81.58
Apple (AAPL) 2.0 $3.1M 12k 250.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.9 $2.9M 5.4k 538.82
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.9 $2.9M 51k 57.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $2.8M 5.6k 511.20
Vanguard Whitehall Fds High Div Yld (VYM) 1.8 $2.8M 22k 127.59
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.8 $2.8M 52k 53.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $2.5M 5.6k 453.28
Ishares Tr Core S&p500 Etf (IVV) 1.6 $2.5M 4.3k 588.75
Dimensional Etf Trust Us Large Cap Val (DFLV) 1.5 $2.4M 79k 30.03
Ishares Tr Ultra Short-term (ICSH) 1.5 $2.4M 47k 50.43
Alphabet Cap Stk Cl A (GOOGL) 1.4 $2.1M 11k 189.30
Ishares Tr U.s. Tech Etf (IYW) 1.3 $2.1M 13k 159.52
Ishares Tr Core Msci Eafe (IEFA) 1.3 $2.0M 29k 70.28
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.3 $2.0M 87k 22.70
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.2 $1.9M 22k 87.33
Vanguard World Inf Tech Etf (VGT) 1.2 $1.9M 3.0k 621.86
Select Sector Spdr Tr Energy (XLE) 1.2 $1.9M 22k 85.66
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) 1.2 $1.8M 27k 67.03
Ishares Tr Large Cap Max Bu (MAXJ) 1.2 $1.8M 69k 26.14
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.1 $1.7M 21k 80.93
Microsoft Corporation (MSFT) 1.1 $1.6M 3.8k 421.48
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH) 1.0 $1.6M 31k 52.07
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $1.6M 57k 27.71
Abbott Laboratories (ABT) 1.0 $1.5M 13k 113.11
Meta Platforms Cl A (META) 1.0 $1.5M 2.6k 585.45
Amazon (AMZN) 1.0 $1.5M 6.8k 219.39
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $1.5M 58k 25.86
NVIDIA Corporation (NVDA) 0.8 $1.2M 8.9k 134.29
Pepsi (PEP) 0.7 $1.1M 7.3k 152.06
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.6 $980k 17k 59.14
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $942k 16k 58.93
Charles Schwab Corporation (SCHW) 0.6 $935k 13k 74.01
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.6 $886k 46k 19.16
Ishares Tr Intl Sel Div Etf (IDV) 0.6 $874k 32k 27.38
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.6 $869k 14k 63.41
Wisdomtree Tr Us Total Dividnd (DTD) 0.6 $855k 11k 75.86
Tesla Motors (TSLA) 0.5 $807k 2.0k 403.84
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $754k 12k 62.31
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $742k 5.9k 124.96
Midcap Financial Invstmnt Com New (MFIC) 0.5 $724k 54k 13.49
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $715k 13k 56.38
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) 0.4 $691k 14k 49.86
Ishares Tr Us Infrastruc (IFRA) 0.4 $661k 14k 46.29
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $657k 3.7k 175.23
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $632k 7.2k 87.82
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $624k 4.9k 128.62
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $620k 24k 25.83
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $604k 8.9k 67.88
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $595k 5.5k 108.61
Welltower Inc Com reit (WELL) 0.4 $586k 4.7k 126.03
Sila Realty Trust Common Stock (SILA) 0.4 $572k 24k 24.32
Doubleline Etf Trust Opportunistic Bd (DBND) 0.4 $553k 12k 45.29
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $541k 7.7k 70.00
Pacer Fds Tr Pacer Us Small (CALF) 0.3 $523k 12k 44.01
Vanguard World Financials Etf (VFH) 0.3 $510k 4.3k 118.06
Ishares Msci Emrg Chn (EMXC) 0.3 $508k 9.2k 55.45
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) 0.3 $506k 13k 38.22
Exxon Mobil Corporation (XOM) 0.3 $506k 4.7k 107.57
Fs Kkr Capital Corp (FSK) 0.3 $449k 21k 21.72
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $445k 8.6k 52.02
Vanguard World Consum Stp Etf (VDC) 0.3 $433k 2.0k 211.37
Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $425k 7.3k 58.35
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $423k 8.2k 51.70
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT) 0.3 $421k 12k 36.08
American Healthcare Reit Com Shs (AHR) 0.3 $416k 15k 28.42
Spdr Gold Tr Gold Shs (GLD) 0.2 $366k 1.5k 242.13
Aim Etf Products Trust Us Lrgcp B10 Jun (JUNT) 0.2 $357k 11k 32.32
Vanguard World Health Car Etf (VHT) 0.2 $349k 1.4k 253.68
Vanguard World Energy Etf (VDE) 0.2 $342k 2.8k 121.33
Eaton Corp SHS (ETN) 0.2 $342k 1.0k 331.87
Ishares Gold Tr Ishares New (IAU) 0.2 $336k 6.8k 49.51
Lockheed Martin Corporation (LMT) 0.2 $336k 691.00 485.94
Select Sector Spdr Tr Financial (XLF) 0.2 $331k 6.8k 48.33
Crowdstrike Hldgs Cl A (CRWD) 0.2 $328k 958.00 342.16
Realty Income (O) 0.2 $325k 6.1k 53.41
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $319k 14k 23.18
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $306k 4.1k 74.73
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $298k 4.0k 74.02
JPMorgan Chase & Co. (JPM) 0.2 $298k 1.2k 239.71
Aim Etf Products Trust Us Lrgcp B10 Apr (APRT) 0.2 $290k 7.5k 38.55
Fs Credit Opportunities Corp Common Stock (FSCO) 0.2 $287k 42k 6.82
Vanguard World Mega Cap Index (MGC) 0.2 $287k 1.4k 212.66
Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $286k 2.4k 121.59
Merck & Co (MRK) 0.2 $284k 2.9k 99.48
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $282k 2.1k 137.57
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.2 $280k 4.1k 68.68
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.2 $267k 7.5k 35.56
Vanguard World Utilities Etf (VPU) 0.2 $265k 1.6k 163.44
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN) 0.2 $250k 5.0k 50.36
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) 0.2 $243k 11k 23.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $240k 410.00 586.08
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $239k 3.7k 65.35
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $237k 4.6k 51.51
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $233k 2.0k 115.23
Home Depot (HD) 0.2 $233k 598.00 389.21
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $231k 1.4k 161.75
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $225k 2.5k 89.07
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $221k 2.2k 99.54
DaVita (DVA) 0.1 $220k 1.5k 149.55
Comcast Corp Cl A (CMCSA) 0.1 $220k 5.9k 37.53
Vanguard World Consum Dis Etf (VCR) 0.1 $213k 567.00 375.37
Visa Com Cl A (V) 0.1 $211k 669.00 316.04
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $209k 7.8k 26.63
Xcel Energy (XEL) 0.1 $201k 3.0k 67.52
MPLX Com Unit Rep Ltd (MPLX) 0.1 $200k 4.2k 47.86
Barings Bdc (BBDC) 0.1 $182k 19k 9.57
Sofi Technologies (SOFI) 0.1 $164k 11k 15.40
Arbor Realty Trust (ABR) 0.1 $162k 12k 13.85