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Toll Brothers shares owned by Panoramic Investment Advisors

Quarter-by-quarter ownership of Toll Brothers (TOL) shares owned by Panoramic Investment Advisors from 13F filings

Historical chart of Panoramic Investment Advisors investment in Toll Brothers

Tip: Access up to 7 years of quarterly data

All positions including Toll Brothers held by Panoramic Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Toll Brothers by Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 1.4k 154.49
2024-03-31 $246k 1.9k 129.37
2023-12-31 $637k 6.2k 102.79
2023-09-30 $451k 6.1k 73.96

More positions owned by Panoramic Investment Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Panoramic Investment Advisors

Top funds holding Toll Brothers

BlackRock
Vanguard Group
Greenhaven Associates
State Street Corporation
Capital World Investors
Geode Capital Management
FMR
Massachusetts Financial Services
Dimensional Fund Advisors
Invesco
Goldman Sachs Group
Bank of New York Mellon
Susquehanna International
Jennison Associates
LSV Asset Management

View all funds holding Toll Brothers