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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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