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Size ($ in 1000's)
At 03/31/2024: $135,674
At 12/31/2023: $115,667
Panoramic Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Panoramic Investment Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Panoramic Investment Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Panoramic Investment Advisors LLC.
In the Panoramic Investment Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Panoramic Investment Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Panoramic Investment Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR SER TR (SPLG) |
190,476 |
+11,351 |
$11,720 | | SPLG | 190,476 | +11,351 | $11,720 | | SCHWAB STRATEGIC TR |
96,787 |
+1,244 |
$7,804 | | SCHD | 96,787 | +1,244 | $7,804 | | FIDELITY WISE ORIGIN BITCOIN |
84,562 |
+84,562 |
$5,248 | | FBTC | 84,562 | +84,562 | $5,248 | | ISHARES BITCOIN TR (IBIT) |
121,605 |
+121,605 |
$4,921 | | IBIT | 121,605 | +121,605 | $4,921 | | ALPHABET INC |
31,761 |
-4,139 |
$4,836 | | GOOG | 31,761 | -4,139 | $4,836 | | SCHWAB STRATEGIC TR |
62,850 |
+1,990 |
$4,775 | | SCHV | 62,850 | +1,990 | $4,775 | | VANECK ETF TRUST (MOAT) |
53,017 |
-251 |
$4,766 | | MOAT | 53,017 | -251 | $4,766 | | ISHARES TR (QUAL) |
25,295 |
-1,193 |
$4,157 | | QUAL | 25,295 | -1,193 | $4,157 | | VANGUARD INDEX FDS (VOO) |
7,823 |
+116 |
$3,760 | | VOO | 7,823 | +116 | $3,760 | | SCHWAB STRATEGIC TR |
35,385 |
+948 |
$3,281 | | SCHG | 35,385 | +948 | $3,281 | | ISHARES TR (TLT) |
33,726 |
+6,711 |
$3,191 | | TLT | 33,726 | +6,711 | $3,191 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
45,749 |
+5,257 |
$2,647 | | JEPI | 45,749 | +5,257 | $2,647 | | VANGUARD WHITEHALL FDS (VYM) |
21,695 |
+517 |
$2,625 | | VYM | 21,695 | +517 | $2,625 | | ABBOTT LABS |
22,829 |
-2,613 |
$2,595 | | ABT | 22,829 | -2,613 | $2,595 | | INVESCO QQQ TR |
5,369 |
+99 |
$2,384 | | QQQ | 5,369 | +99 | $2,384 | | ISHARES TR (ICSH) |
46,555 |
+655 |
$2,354 | | ICSH | 46,555 | +655 | $2,354 | | ISHARES TR (IEFA) |
27,887 |
-3,346 |
$2,070 | | IEFA | 27,887 | -3,346 | $2,070 | | ISHARES TR (IVV) |
3,906 |
+187 |
$2,053 | | IVV | 3,906 | +187 | $2,053 | | PEPSICO INC |
10,719 |
-1,009 |
$1,876 | | PEP | 10,719 | -1,009 | $1,876 |  BERKSHIRE HATHAWAY INC DEL |
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$1,813 | | BRK.B | 4,312 | -115 | $1,813 | | SELECT SECTOR SPDR TR (XLE) |
18,780 |
+1,039 |
$1,773 | | XLE | 18,780 | +1,039 | $1,773 | | ALPHABET INC |
11,681 |
-233 |
$1,763 | | GOOGL | 11,681 | -233 | $1,763 | | VANGUARD INDEX FDS (VUG) |
5,123 |
-20 |
$1,763 | | VUG | 5,123 | -20 | $1,763 | | APPLE INC |
9,747 |
+2,066 |
$1,671 | | AAPL | 9,747 | +2,066 | $1,671 | | ISHARES TR (IBDY) |
61,978 |
+32,738 |
$1,579 | | IBDY | 61,978 | +32,738 | $1,579 | | SCHWAB STRATEGIC TR |
25,588 |
+533 |
$1,562 | | SCHB | 25,588 | +533 | $1,562 | | VANGUARD WORLD FD (VGT) |
2,883 |
+176 |
$1,512 | | VGT | 2,883 | +176 | $1,512 | | NORTHERN LTS FD TR III |
27,351 |
-3,178 |
$1,502 | | QQH | 27,351 | -3,178 | $1,502 | | MICROSOFT CORP |
3,490 |
-172 |
$1,468 | | MSFT | 3,490 | -172 | $1,468 | | SCHWAB STRATEGIC TR |
17,694 |
+518 |
$1,441 | | SCHM | 17,694 | +518 | $1,441 | | NORTHERN LTS FD TR III |
30,640 |
-3,123 |
$1,426 | | LGH | 30,640 | -3,123 | $1,426 | | WISDOMTREE TR |
17,946 |
+2,959 |
$1,367 | | DGRW | 17,946 | +2,959 | $1,367 | | SCHWAB STRATEGIC TR |
25,577 |
+472 |
$1,259 | | SCHA | 25,577 | +472 | $1,259 | | META PLATFORMS INC |
2,480 |
-100 |
$1,204 | | META | 2,480 | -100 | $1,204 | | ISHARES TR (IHI) |
18,452 |
-1,350 |
$1,081 | | IHI | 18,452 | -1,350 | $1,081 | | VANGUARD STAR FDS (VXUS) |
17,752 |
-872 |
$1,070 | | VXUS | 17,752 | -872 | $1,070 | | ISHARES TR (IJH) |
16,570 |
+13,082 |
$1,006 | | IJH | 16,570 | +13,082 | $1,006 | | AMAZON COM INC |
5,494 |
-228 |
$991 | | AMZN | 5,494 | -228 | $991 | | SCHWAB CHARLES CORP |
13,593 |
-325 |
$983 | | SCHW | 13,593 | -325 | $983 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
16,966 |
-200 |
$953 | | RDVY | 16,966 | -200 | $953 | | ISHARES TR (TFLO) |
16,365 |
-19,302 |
$830 | | TFLO | 16,365 | -19,302 | $830 | | ISHARES TR (ISCV) |
13,341 |
-182 |
$816 | | ISCV | 13,341 | -182 | $816 | | MIDCAP FINANCIAL INVSTMNT CO |
53,630 |
UNCH |
$807 | | MFIC | 53,630 | UNCH | $807 | | ISHARES TR (IJJ) |
6,585 |
+1,925 |
$779 | | IJJ | 6,585 | +1,925 | $779 | | WISDOMTREE TR |
10,345 |
-52 |
$732 | | DTD | 10,345 | -52 | $732 | | SELECT SECTOR SPDR TR (XLV) |
4,950 |
UNCH |
$731 | | XLV | 4,950 | UNCH | $731 | | FIRST TR EXCHANGE TRADED FD (FTCS) |
8,347 |
-436 |
$715 | | FTCS | 8,347 | -436 | $715 | | SCHWAB STRATEGIC TR |
13,335 |
-2,073 |
$696 | | SCHP | 13,335 | -2,073 | $696 | | J P MORGAN EXCHANGE TRADED F (JEPQ) |
12,800 |
+250 |
$694 | | JEPQ | 12,800 | +250 | $694 | | ISHARES TR (ITOT) |
5,705 |
+92 |
$658 | | ITOT | 5,705 | +92 | $658 |
See Full List: All Stocks Held By Panoramic Investment Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Panoramic Investment Advisors LLC
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