Panoramic Investment Advisors, LLC Portfolio Holdings

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024

Panoramic Investment Advisors, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $145 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 $17.1B, Vanguard Malvern Fds with a value of $6.42B, Schwab Strategic Tr Us Large C with a value of $5.21B, Schwab Strategic Tr Us Dividen with a value of $4.76B, and Ishares Msci Usa Quality Facto with a value of $4.5B.

Examining the 13F form we can see an increase of $9.06B in the current position value, from $136B to 145B.

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 $145 Billion
ETFs: $102 Billion
Communication Services: $7.79 Billion
Technology: $4.79 Billion
Financial Services: $4.53 Billion
Healthcare: $2.94 Billion
Consumer Cyclical: $2.02 Billion
Consumer Defensive: $1.85 Billion
Real Estate: $1.2 Billion
Other: $1.12 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.1 Billion 11.83% of portfolio
253,595
Q3 2024 Added 33.14%
Vanguard Malvern Fds
-
$6.42 Billion 4.43% of portfolio
-
Q3 2024 Added 2,677.37%
$0
$5.21 Billion 3.6% of portfolio
64,783
Q3 2024 Added 3.08%
$0
$4.76 Billion 3.29% of portfolio
56,345
Q3 2024 Reduced 41.78%
$0
$4.5 Billion 3.11% of portfolio
25,124
Q3 2024 Reduced 0.68%
$1.17T
$4.34 Billion 3.0% of portfolio
25,936
Q3 2024 Reduced 18.34%
$0
$4.18 Billion 2.89% of portfolio
43,156
Q3 2024 Reduced 18.6%
$0
$3.75 Billion 2.59% of portfolio
35,950
Q3 2024 Added 1.6%
$0
$3.09 Billion 2.13% of portfolio
5,850
Q3 2024 Reduced 25.22%
$0
$2.89 Billion 2.0% of portfolio
29,483
Q3 2024 Reduced 12.58%
$0
$2.88 Billion 1.99% of portfolio
48,408
Q3 2024 Added 5.81%
$0
$2.83 Billion 1.95% of portfolio
22,053
Q3 2024 Added 1.65%
$0
$2.73 Billion 1.89% of portfolio
7,108
Q3 2024 Added 38.75%
$0
$2.67 Billion 1.84% of portfolio
5,468
Q3 2024 Added 1.84%
$0
$2.41 Billion 1.67% of portfolio
4,183
Q3 2024 Added 7.09%
$4.05T
$2.37 Billion 1.64% of portfolio
10,188
Q3 2024 Added 4.52%
$0
$2.23 Billion 1.54% of portfolio
43,928
Q3 2024 Reduced 5.64%
Fidelity Wise Origin Bitcoin
-
$2.12 Billion 1.47% of portfolio
-
Q3 2024 Reduced 54.77%
Dimensional ETF Trust
-
$1.98 Billion 1.37% of portfolio
-
Q3 2024 New
$0
$1.98 Billion 1.37% of portfolio
25,412
Q3 2024 Reduced 8.88%
Ishares Bitcoin Trust ETF
-
$1.83 Billion 1.27% of portfolio
-
Q3 2024 Reduced 58.29%
$0
$1.82 Billion 1.26% of portfolio
20,723
Q3 2024 Added 10.35%
$0
$1.81 Billion 1.25% of portfolio
27,195
Q3 2024 Added 6.28%
$1.13T
$1.77 Billion 1.22% of portfolio
10,670
Q3 2024 Reduced 8.66%
$0
$1.75 Billion 1.21% of portfolio
2,988
Q3 2024 Added 3.64%
$0
$1.71 Billion 1.18% of portfolio
27,154
Q3 2024 Reduced 0.72%
$0
$1.67 Billion 1.15% of portfolio
11,006
Q3 2024 Added 438.19%
$198B
$1.62 Billion 1.12% of portfolio
14,251
Q3 2024 Reduced 37.58%
$0
$1.56 Billion 1.08% of portfolio
18,773
Q3 2024 Added 4.61%
$0
$1.54 Billion 1.07% of portfolio
30,406
Q3 2024 Reduced 0.76%
$0
$1.55 Billion 1.07% of portfolio
18,666
Q3 2024 Added 5.49%
Ishares Tr
-
$1.48 Billion 1.02% of portfolio
-
Q3 2024 New
$3.17T
$1.46 Billion 1.01% of portfolio
3,388
Q3 2024 Reduced 2.92%
$0
$1.45 Billion 1.0% of portfolio
28,078
Q3 2024 Added 9.78%
$1.33T
$1.44 Billion 1.0% of portfolio
2,521
Q3 2024 Added 1.65%
$209B
$1.42 Billion 0.98% of portfolio
8,367
Q3 2024 Reduced 21.94%
$2.25T
$1.17 Billion 0.81% of portfolio
6,295
Q3 2024 Added 14.58%
$0
$1.07 Billion 0.74% of portfolio
16,470
Q3 2024 Reduced 7.22%
$0
$981 Million 0.68% of portfolio
16,566
Q3 2024 Reduced 2.36%
$0
$855 Million 0.59% of portfolio
13,475
Q3 2024 Added 1.0%
$0
$812 Million 0.56% of portfolio
10,588
Q3 2024 Added 2.35%
$0
$791 Million 0.55% of portfolio
12,685
Q3 2024 Reduced 23.45%
$134B
$795 Million 0.55% of portfolio
12,268
Q3 2024 Reduced 9.75%
$0
$762 Million 0.53% of portfolio
4,950
Q3 2023 Added 26.92%
$0
$734 Million 0.51% of portfolio
5,935
Q3 2024 Reduced 9.87%
$343B
$735 Million 0.51% of portfolio
6,055
Q3 2024 Added 1,068.92%
$0
$735 Million 0.51% of portfolio
8,095
Q3 2024 Reduced 3.02%
$893M
$718 Million 0.5% of portfolio
53,630
Q4 2022 New
$0
$689 Million 0.48% of portfolio
12,550
Q3 2024 Reduced 1.95%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $145 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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