Panoramic Investment Advisors, LLC Purchases and Sells in Q1 2025

Panoramic Investment Advisors, LLC

  • $148 Billion
  • Q1 2025

Top Buys

Incresed Positions

47 operations
Stock Shares change Price Range Shares Held Trade History
663
+ 11.79%
$442.66 - $534.52 $293K - $354K
6.29K $3.35B
VANGUARD MALVERN FDS
6.4K
+ 6.89%
N/A
99.3K $7.7B
DIMENSIONAL ETF TRUST
8.23K
+ 10.39%
N/A
87.4K $2.67B
869
+ 3.03%
$69.57 - $78.65 $60.5K - $68.3K
29.5K $2.23B
1.28K
+ 5.82%
$85.29 - $92.57 $109K - $118K
23.2K $2.12B
2.43K
+ 7.6%
$27.0 - $31.7 $65.5K - $76.9K
34.4K $1.07B
View all

New Holdings

2 operations
Stock Shares change Price Range Shares Held Trade History
2.2K
New
$167.43 - $244.7 $368K - $538K
2.2K $368M
4.54K
New
$42.18 - $45.16 $192K - $205K
4.54K $201M

Top Sells

Reduced Positions

37 operations
Stock Shares change Price Range Shares Held Trade History
-1.68K
- 6.69%
$156.06 - $207.71 $262K - $349K
23.4K $3.66B
-963
- 48.17%
$222.15 - $428.22 $214K - $412K
1.04K $268M
-853
- 6.97%
$209.68 - $247.1 $179K - $211K
11.4K $2.53B
-3.89K
- 9.56%
N/A
36.8K $3.24B
-145
- 1.3%
$154.33 - $206.19 $22.4K - $29.9K
11K $1.7B
-839
- 3.09%
$168.16 - $186.21 $141K - $156K
26.3K $4.5B
View all
Activity Summary
Buys All Purchases 49 New Holdings 2 Increased Positions 47 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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