Panoramic Investment Advisors

Panoramic Investment Advisors as of March 31, 2025

Portfolio Holdings for Panoramic Investment Advisors

Panoramic Investment Advisors holds 115 positions in its portfolio as reported in the March 2025 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 283k 65.76
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 5.2 $7.7M 99k 77.56
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.5 $5.2M 196k 26.58
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.0 $4.5M 26k 170.89
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.9 $4.3M 153k 27.96
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.5 $3.7M 149k 25.04
Alphabet Cap Stk Cl C (GOOG) 2.5 $3.7M 23k 156.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $3.3M 6.3k 532.58
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.2 $3.2M 37k 88.00
Vanguard Index Fds Growth Etf (VUG) 2.0 $3.0M 8.1k 370.83
Vanguard Whitehall Fds High Div Yld (VYM) 1.9 $2.9M 22k 128.96
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.9 $2.9M 40k 71.97
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.9 $2.8M 50k 57.14
Dimensional Etf Trust Us Large Cap Val (DFLV) 1.8 $2.7M 87k 30.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $2.6M 5.1k 513.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $2.6M 5.5k 468.89
Apple (AAPL) 1.7 $2.5M 11k 222.14
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.7 $2.5M 53k 46.81
Ishares Tr Ultra Short-term (ICSH) 1.7 $2.5M 49k 50.70
Ishares Tr Core S&p500 Etf (IVV) 1.6 $2.4M 4.3k 561.84
Ishares Tr Core Msci Eafe (IEFA) 1.5 $2.2M 30k 75.65
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.4 $2.1M 23k 91.03
Select Sector Spdr Tr Energy (XLE) 1.4 $2.0M 22k 93.45
Ishares Tr U.s. Tech Etf (IYW) 1.3 $1.9M 14k 140.44
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.3 $1.9M 87k 21.53
Ishares Tr Large Cap Max Bu (MAXJ) 1.2 $1.8M 69k 25.79
Abbott Laboratories (ABT) 1.2 $1.7M 13k 132.65
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.7M 11k 154.64
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.1 $1.7M 21k 79.86
Vanguard World Inf Tech Etf (VGT) 1.1 $1.7M 3.1k 542.36
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) 1.1 $1.6M 27k 58.48
Microsoft Corporation (MSFT) 1.0 $1.5M 4.1k 375.40
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $1.5M 57k 26.20
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH) 1.0 $1.5M 31k 48.29
Meta Platforms Cl A (META) 1.0 $1.5M 2.6k 576.34
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $1.4M 59k 23.43
Amazon (AMZN) 0.9 $1.3M 6.8k 190.26
NVIDIA Corporation (NVDA) 0.8 $1.2M 12k 108.38
Pepsi (PEP) 0.7 $1.1M 7.3k 149.93
Ishares Tr Intl Sel Div Etf (IDV) 0.7 $1.1M 34k 31.02
Charles Schwab Corporation (SCHW) 0.7 $981k 13k 78.28
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $971k 16k 62.10
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.7 $964k 17k 58.54
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.6 $960k 51k 18.85
Wisdomtree Tr Us Total Dividnd (DTD) 0.6 $876k 11k 76.95
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.6 $816k 14k 59.30
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) 0.5 $742k 15k 49.84
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $711k 5.9k 119.73
Welltower Inc Com reit (WELL) 0.5 $697k 4.6k 153.21
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $695k 12k 58.35
Ishares Tr Us Infrastruc (IFRA) 0.5 $694k 15k 45.07
Midcap Financial Invstmnt Com New (MFIC) 0.5 $690k 54k 12.86
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.4 $657k 13k 51.78
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $656k 8.9k 73.69
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $649k 3.7k 173.23
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $610k 6.8k 89.64
Sila Realty Trust Common Stock (SILA) 0.4 $608k 23k 26.71
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $580k 7.8k 74.72
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $567k 4.6k 122.01
Doubleline Etf Trust Opportunistic Co (DBND) 0.4 $562k 12k 46.17
Exxon Mobil Corporation (XOM) 0.4 $560k 4.7k 118.92
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $534k 5.5k 97.48
Vanguard World Financials Etf (VFH) 0.4 $529k 4.4k 119.48
Ishares Msci Emrg Chn (EMXC) 0.3 $503k 9.1k 55.09
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) 0.3 $493k 13k 37.22
Pacer Fds Tr Us Small Cap Cas (CALF) 0.3 $465k 12k 37.50
Vanguard World Consum Stp Etf (VDC) 0.3 $461k 2.1k 218.84
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $448k 8.6k 52.38
Spdr Gold Tr Gold Shs (GLD) 0.3 $438k 1.5k 288.14
Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $431k 7.2k 60.19
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT) 0.3 $426k 12k 35.15
Ishares Gold Tr Ishares New (IAU) 0.3 $400k 6.8k 58.96
American Healthcare Reit Com Shs (AHR) 0.3 $400k 13k 30.30
Fs Kkr Capital Corp (FSK) 0.3 $388k 19k 20.95
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $382k 7.3k 52.37
Select Sector Spdr Tr Financial (XLF) 0.3 $376k 7.5k 49.81
Broadcom (AVGO) 0.2 $368k 2.2k 167.43
Vanguard World Energy Etf (VDE) 0.2 $368k 2.8k 129.70
Vanguard World Health Car Etf (VHT) 0.2 $366k 1.4k 264.66
Aim Etf Products Trust Us Lrgcp B10 Jun (JUNT) 0.2 $349k 11k 31.57
Realty Income (O) 0.2 $344k 5.9k 58.01
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $314k 4.1k 76.57
JPMorgan Chase & Co. (JPM) 0.2 $305k 1.2k 245.30
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $305k 14k 22.08
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $299k 2.1k 146.01
Fs Credit Opportunities Corp Common Stock (FSCO) 0.2 $297k 42k 7.05
Lockheed Martin Corporation (LMT) 0.2 $287k 642.00 446.71
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN) 0.2 $286k 5.8k 49.45
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.2 $283k 4.1k 69.52
Eaton Corp SHS (ETN) 0.2 $280k 1.0k 271.83
Aim Etf Products Trust Us Lrgcp B10 Apr (APRT) 0.2 $279k 7.5k 37.08
Vanguard World Utilities Etf (VPU) 0.2 $278k 1.6k 170.82
Vanguard World Mega Cap Index (MGC) 0.2 $272k 1.4k 201.38
Tesla Motors (TSLA) 0.2 $269k 1.0k 259.16
Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $268k 2.3k 114.87
Crowdstrike Hldgs Cl A (CRWD) 0.2 $267k 758.00 352.58
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.2 $263k 7.5k 35.12
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $262k 4.0k 65.17
Merck & Co (MRK) 0.2 $256k 2.9k 89.76
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $251k 3.7k 68.32
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $243k 4.6k 52.52
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) 0.2 $232k 11k 21.94
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $230k 1.4k 160.50
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $227k 2.2k 104.59
Home Depot (HD) 0.1 $220k 600.00 366.29
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $220k 2.4k 90.55
MPLX Com Unit Rep Ltd (MPLX) 0.1 $217k 4.1k 53.52
Visa Com Cl A (V) 0.1 $217k 619.00 350.46
Comcast Corp Cl A (CMCSA) 0.1 $217k 5.9k 36.90
Vanguard World Consum Dis Etf (VCR) 0.1 $213k 653.00 325.74
Xcel Energy (XEL) 0.1 $210k 3.0k 70.79
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $201k 4.5k 44.26
Barings Bdc (BBDC) 0.1 $182k 19k 9.54
Arbor Realty Trust (ABR) 0.1 $138k 12k 11.75
Sofi Technologies (SOFI) 0.1 $124k 11k 11.63