Pandora Wealth, Inc. Portfolio Holdings

Pandora Wealth, Inc.

  • $152 Billion
  • Q1 2025

Pandora Wealth, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 266 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.8B, ETF Ser Solutions Aptus Collar with a value of $12.8B, Ishares Core S&P 500 ETF with a value of $11.9B, Meta Platforms, Inc. with a value of $10.4B, and ETF Ser Solutions Aptus Define with a value of $7.52B.

Examining the 13F form we can see an increase of $152B in the current position value.

Pandora Wealth, Inc. is based out at Oakbrook Terrace, IL

Below you can find more details about Pandora Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
ETFs: $74.1 Billion
Technology: $23.8 Billion
Communication Services: $14.1 Billion
Healthcare: $12.3 Billion
Consumer Cyclical: $8.49 Billion
Financial Services: $6.67 Billion
Industrials: $3.07 Billion
Consumer Defensive: $1.6 Billion
Other: $3.85 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.47B
$3.3 Billion 2.17% of portfolio
83,700
Q1 2025 New
$8.48B
$580 Million 0.38% of portfolio
943
Q1 2025 New
$5.94B
$146 Million 0.1% of portfolio
6,600
Q1 2025 New
$2.81B
$120 Million 0.08% of portfolio
4,200
Q1 2025 New
$7.9B
$121 Million 0.08% of portfolio
4,865
Q1 2025 New
$2.16B
$105 Million 0.07% of portfolio
16,601
Q1 2025 New
$5.57B
$44.7 Million 0.03% of portfolio
700
Q1 2025 New
$2.55B
$43.4 Million 0.03% of portfolio
1,000
Q1 2025 New
$6.59B
$14.7 Million 0.01% of portfolio
376
Q1 2025 New
$8.54B
$8.93 Million 0.01% of portfolio
400
Q1 2025 New
$8.47B
$19 Million 0.01% of portfolio
500
Q1 2025 New
$7.57B
$8.51 Million 0.01% of portfolio
174
Q1 2025 New
$4.56B
$13.1 Million 0.01% of portfolio
3,330
Q1 2025 New
$2.51B
$1.06 Million 0.0% of portfolio
65
Q1 2025 New
$6.03B
$708,000 0.0% of portfolio
15
Q1 2025 New
$7.02B
$895,000 0.0% of portfolio
235
Q1 2025 New
$2.71B
$3.19 Million 0.0% of portfolio
117
Q1 2025 New
$6.56B
$392,000 0.0% of portfolio
20
Q1 2025 New
$7.6B
$3.14 Million 0.0% of portfolio
100
Q1 2025 New
$3.33B
$3.89 Million 0.0% of portfolio
29
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 266
  • Current Value $152 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 266 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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