Panoramic Investment Advisors, LLC Purchases in Q2 2025

Panoramic Investment Advisors, LLC

  • $163 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
36.1K
+ 12.79%
$58.41 - $72.69 $2.11M - $2.63M
319K $23.2B
ICSH
Blackrock Ultra Short Term Bon

ETFs
30.6K
+ 63.19%
$50.48 - $50.71 $1.55M - $1.55M
79.1K $4.01B
VUG
Vanguard Growth ETF

ETFs
1.48K
+ 18.34%
$329.49 - $438.4 $487K - $648K
9.53K $4.18B
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.8K
+ 7.21%
$22.27 - $29.21 $240K - $314K
160K $4.68B
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
10.3K
New
$67.22 - $81.54 $691K - $839K
10.3K $839M
NVDA
Nvidia Corp

Technology
1.18K
+ 10.26%
$94.31 - $157.99 $111K - $186K
12.6K $2B
IYW
Ishares Dj Us Tech ETF

ETFs
1.57K
+ 11.35%
$122.57 - $173.27 $192K - $272K
15.4K $2.67B
COST
Costco Wholesale Corp

Consumer Defensive
550
New
$908.13 - $1056.85 $499K - $581K
550 $544M
SCHV
Schwab Strategic Tr Us Large C

ETFs
10.3K
+ 5.27%
$23.55 - $27.67 $243K - $285K
206K $5.7B
MSTR
Microstrategy Inc

Technology
1.13K
New
$237.95 - $421.61 $269K - $476K
1.13K $457M
VTV
Vanguard Value ETF

ETFs
2.26K
New
$153.67 - $176.74 $348K - $400K
2.26K $400M
IEFA
Ishares Tr

ETFs
1.78K
+ 6.03%
$67.83 - $84.09 $121K - $150K
31.3K $2.61B
TGT
Target Corp

Consumer Defensive
3.39K
New
$88.76 - $105.77 $301K - $359K
3.39K $335M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.03K
+ 12.33%
$22.92 - $28.05 $161K - $197K
64K $1.8B
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.84K
+ 11.6%
$20.42 - $25.3 $140K - $173K
65.8K $1.67B
IVV
Ishares Core S&P 500 ETF

ETFs
40
+ 0.93%
$498.8 - $620.9 $20K - $24.8K
4.33K $2.69B
PLTR
Palantir Technologies Inc.

Technology
1.94K
New
$74.01 - $144.25 $143K - $279K
1.94K $264M
SPY
Spdr S&P 500 ETF Trust

ETFs
367
New
$496.48 - $617.85 $182K - $227K
367 $227M
CRWD
Crowd Strike Holdings, Inc.

Technology
210
+ 27.7%
$321.63 - $509.31 $67.5K - $107K
968 $493M
XLF
Financial Sector Spdr

ETFs
3.86K
+ 51.1%
$43.92 - $52.37 $169K - $202K
11.4K $597M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
802
+ 0.93%
$19.1 - $23.83 $15.3K - $19.1K
87.3K $2.08B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.83K
New
$17.76 - $22.1 $175K - $217K
9.83K $217M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
4.95K
New
$38.18 - $45.52 $189K - $225K
4.95K $217M
AMZN
Amazon Com Inc

Consumer Cyclical
55
+ 0.81%
$167.32 - $223.3 $9.2K - $12.3K
6.87K $1.51B
AXON
Axon Enterprise, Inc.

Industrials
251
New
$497.13 - $827.94 $125K - $208K
251 $208M
VOX
Vanguard Communication Service

ETFs
1.2K
New
$133.12 - $171.03 $159K - $204K
1.2K $204M
GLD
Spdr Gold Trust

ETFs
510
+ 33.55%
$273.71 - $316.29 $140K - $161K
2.03K $619M
RKT
Rocket Companies, Inc.

Financial Services
11K
New
$11.11 - $15.4 $122K - $169K
11K $156M
Morgan Stanley ETF Trust
2.53K
+ 16.99%
N/A
17.4K $871M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
40
+ 0.26%
$55.54 - $69.09 $2.22K - $2.76K
15.7K $1.08B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
67
+ 0.3%
$114.78 - $133.31 $7.69K - $8.93K
22.4K $2.99B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
176
+ 0.84%
$71.28 - $83.74 $12.5K - $14.7K
21.1K $1.77B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
900
+ 7.1%
$45.88 - $54.4 $41.3K - $49K
13.6K $739M
Dimensional ETF Trust
1.27K
+ 1.45%
N/A
88.7K $2.75B
TSLA
Tesla, Inc.

Consumer Cyclical
53
+ 5.12%
$221.86 - $362.89 $11.8K - $19.2K
1.09K $346M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
63
+ 0.69%
$50.08 - $63.14 $3.16K - $3.98K
9.18K $580M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
189
+ 1.66%
$68.45 - $79.52 $12.9K - $15K
11.6K $920M
HIGH
Simplify Exchange Traded Fds E
750
+ 7.11%
N/A
11.3K $274M
PCEF
Invesco Cef Income Composite E

ETFs
291
+ 0.57%
$16.85 - $19.54 $4.9K - $5.69K
51.2K $1B
SCHX
Schwab Strategic Tr Us Large C

ETFs
30
+ 0.22%
$19.6 - $24.44 $588 - $733
13.8K $338M
JEPI
J P Morgan Exchange Traded Fd

ETFs
813
+ 1.64%
$51.14 - $57.0 $41.6K - $46.3K
50.5K $2.87B
IAU
Ishares Gold Trust

ETFs
43
+ 0.63%
$56.1 - $64.74 $2.41K - $2.78K
6.83K $426M
VCR
Vanguard Consumer Discretionar

ETFs
2
+ 0.31%
$290.42 - $364.35 $581 - $729
655 $237M
VPU
Vanguard Utilities ETF

ETFs
9
+ 0.55%
$158.36 - $178.82 $1.43K - $1.61K
1.64K $289M
VDC
Vanguard Consumer Staples ETF

ETFs
12
+ 0.57%
$204.89 - $224.73 $2.46K - $2.7K
2.12K $464M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.17%
$335.24 - $380.78 $335 - $381
601 $220M
VNQ
Vanguard Specialized Funds Van

ETFs
10
+ 0.41%
$79.79 - $91.42 $798 - $914
2.43K $217M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
63
+ 0.81%
$68.13 - $74.77 $4.29K - $4.71K
7.82K $569M
VDE
Vanguard Energy ETF

ETFs
19
+ 0.67%
$105.87 - $130.56 $2.01K - $2.48K
2.85K $340M
Activity Summary
Buys All Purchases 52 New Holdings 12 Increased Positions 40 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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