Panoramic Investment Advisors, LLC Portfolio Holdings

Panoramic Investment Advisors, LLC

  • $154 Billion
  • Q4 2024

Panoramic Investment Advisors, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $154 Billion distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $19.3B, Vanguard Malvern Fds with a value of $7.06B, Schwab Strategic Tr Us Large C with a value of $5.08B, Ishares Msci Usa Quality Facto with a value of $4.84B, and Alphabet Inc. with a value of $4.78B.

Examining the 13F form we can see an increase of $8.78B in the current position value, from $145B to 154B.

Panoramic Investment Advisors, LLC is based out at Denver, CO

Below you can find more details about Panoramic Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $154 Billion
ETFs: $104 Billion
Communication Services: $8.61 Billion
Technology: $6.21 Billion
Financial Services: $5.51 Billion
Consumer Cyclical: $2.54 Billion
Healthcare: $2.02 Billion
Consumer Defensive: $1.11 Billion
Real Estate: $1.07 Billion
Other: $1.58 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.3 Billion 12.54% of portfolio
279,255
Q4 2024 Added 10.12%
Vanguard Malvern Fds
-
$7.06 Billion 4.6% of portfolio
-
Q4 2024 Added 14.89%
$0
$5.08 Billion 3.31% of portfolio
195,043
Q4 2024 Added 201.07%
$0
$4.84 Billion 3.15% of portfolio
27,174
Q4 2024 Added 8.16%
$1.23T
$4.78 Billion 3.11% of portfolio
25,095
Q4 2024 Reduced 3.24%
$0
$4.42 Billion 2.88% of portfolio
161,629
Q4 2024 Added 186.86%
$0
$4.06 Billion 2.65% of portfolio
145,801
Q4 2024 Added 305.57%
$0
$3.77 Billion 2.46% of portfolio
40,661
Q4 2024 Reduced 5.78%
$0
$3.25 Billion 2.12% of portfolio
7,919
Q4 2024 Added 11.41%
Fidelity Wise Origin Bitcoin
-
$3.2 Billion 2.08% of portfolio
-
Q4 2024 Added 2.51%
$3.82T
$3.07 Billion 2.0% of portfolio
12,242
Q4 2024 Added 20.16%
$0
$2.93 Billion 1.91% of portfolio
5,442
Q4 2024 Reduced 6.97%
$0
$2.9 Billion 1.89% of portfolio
50,473
Q4 2024 Added 4.27%
$0
$2.84 Billion 1.85% of portfolio
5,556
Q4 2024 Added 1.61%
$0
$2.82 Billion 1.84% of portfolio
22,086
Q4 2024 Added 0.15%
Ishares Bitcoin Trust ETF
-
$2.77 Billion 1.8% of portfolio
-
Q4 2024 Added 2.95%
$0
$2.5 Billion 1.63% of portfolio
4,254
Q4 2024 Added 1.7%
Dimensional ETF Trust
-
$2.38 Billion 1.55% of portfolio
-
Q4 2024 Added 22.89%
$0
$2.36 Billion 1.54% of portfolio
46,793
Q4 2024 Added 6.52%
$1.2T
$2.11 Billion 1.37% of portfolio
11,142
Q4 2024 Added 4.42%
$0
$2.07 Billion 1.35% of portfolio
12,945
Q4 2024 Added 17.62%
$0
$2.01 Billion 1.31% of portfolio
28,638
Q4 2024 Added 12.69%
$0
$1.97 Billion 1.28% of portfolio
86,873
Q4 2024 Added 219.44%
$0
$1.92 Billion 1.25% of portfolio
21,968
Q4 2024 Reduced 25.49%
$0
$1.87 Billion 1.22% of portfolio
21,867
Q4 2024 Added 5.52%
$0
$1.88 Billion 1.22% of portfolio
3,022
Q4 2024 Added 1.14%
$0
$1.82 Billion 1.19% of portfolio
27,190
Q4 2024 Added 0.13%
Ishares Tr
-
$1.79 Billion 1.17% of portfolio
-
Q4 2024 Added 20.65%
$0
$1.67 Billion 1.09% of portfolio
20,594
Q4 2024 Added 9.7%
$3.09T
$1.62 Billion 1.05% of portfolio
3,839
Q4 2024 Added 13.31%
$0
$1.58 Billion 1.03% of portfolio
56,946
Q4 2024 Added 205.08%
$0
$1.59 Billion 1.03% of portfolio
30,474
Q4 2024 Added 0.22%
$226B
$1.51 Billion 0.99% of portfolio
13,389
Q4 2024 Reduced 6.05%
$2.39T
$1.5 Billion 0.98% of portfolio
6,835
Q4 2024 Added 8.58%
$1.54T
$1.51 Billion 0.98% of portfolio
2,573
Q4 2024 Added 2.06%
$0
$1.49 Billion 0.97% of portfolio
57,696
Q4 2024 Added 105.48%
$311B
$1.2 Billion 0.78% of portfolio
8,930
Q4 2024 Added 47.48%
$209B
$1.11 Billion 0.72% of portfolio
7,278
Q4 2024 Reduced 13.02%
$0
$980 Million 0.64% of portfolio
16,566
Q3 2024 Reduced 2.36%
$152B
$935 Million 0.61% of portfolio
12,633
Q4 2024 Added 2.98%
$0
$942 Million 0.61% of portfolio
15,991
Q4 2024 Reduced 2.91%
$0
$886 Million 0.58% of portfolio
46,254
Q4 2024 Added 36.26%
$0
$874 Million 0.57% of portfolio
31,926
Q4 2024 Added 62.41%
$0
$869 Million 0.57% of portfolio
13,702
Q4 2024 Added 1.68%
$0
$855 Million 0.56% of portfolio
11,276
Q4 2024 Added 6.5%
$1.26T
$807 Million 0.53% of portfolio
1,999
Q4 2024 Reduced 0.89%
$0
$754 Million 0.49% of portfolio
12,104
Q4 2024 Reduced 4.58%
$0
$742 Million 0.48% of portfolio
5,935
Q3 2024 Reduced 9.87%
$893M
$723 Million 0.47% of portfolio
53,630
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $154 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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