Panoramic Investment Advisors, LLC Incresed Positions in Q3 2024

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Vanguard Malvern Fds
78K
+ 2677.37%
N/A
80.9K $6.42B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
63.1K
+ 33.14%
$60.84 - $67.51 $3.84M - $4.26M
254K $17.1B
IYW
Ishares Dj Us Tech ETF

ETFs
8.96K
+ 438.19%
$133.16 - $158.73 $1.19M - $1.42M
11K $1.67B
VUG
Vanguard Growth ETF

ETFs
1.99K
+ 38.75%
$341.08 - $391.94 $677K - $778K
7.11K $2.73B
AAPL
Apple Inc.

Technology
441
+ 4.52%
$207.23 - $234.82 $91.4K - $104K
10.2K $2.37B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
726
+ 16.84%
$405.19 - $478.57 $294K - $347K
5.04K $2.32B
SCHG
Schwab Strategic Tr Us Large C

ETFs
565
+ 1.6%
$92.63 - $105.69 $52.3K - $59.7K
36K $3.75B
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.93K
+ 3.08%
$73.43 - $80.37 $142K - $155K
64.8K $5.21B
IVV
Ishares Core S&P 500 ETF

ETFs
277
+ 7.09%
$520.18 - $576.82 $144K - $160K
4.18K $2.41B
QQQ
Invesco Qqq Trust, Series 1

ETFs
99
+ 1.84%
$434.77 - $502.96 $43K - $49.8K
5.47K $2.67B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.61K
+ 6.28%
$59.93 - $66.52 $96.3K - $107K
27.2K $1.81B
VGT
Vanguard Information Technolog

ETFs
105
+ 3.64%
$514.43 - $606.85 $54K - $63.7K
2.99K $1.75B
META
Meta Platforms, Inc.

Communication Services
41
+ 1.65%
$453.41 - $572.44 $18.6K - $23.5K
2.52K $1.44B
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.66K
+ 5.81%
$54.98 - $59.51 $146K - $158K
48.4K $2.88B
PCEF
Invesco Cef Income Composite E

ETFs
9.24K
+ 37.38%
$18.24 - $19.71 $168K - $182K
33.9K $669M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
358
+ 1.65%
$117.9 - $128.2 $42.2K - $45.9K
22.1K $2.83B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
827
+ 4.61%
$75.88 - $83.21 $62.8K - $68.8K
18.8K $1.56B
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.5K
+ 9.78%
$46.9 - $51.96 $117K - $130K
28.1K $1.45B
AMZN
Amazon Com Inc

Consumer Cyclical
801
+ 14.58%
$161.02 - $200.0 $129K - $160K
6.3K $1.17B
PFE
Pfizer Inc

Healthcare
5.23K
+ 44.07%
$27.7 - $31.39 $145K - $164K
17.1K $495M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
972
+ 5.49%
$75.47 - $83.18 $73.4K - $80.9K
18.7K $1.55B
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.16K
+ 34.79%
$61.11 - $67.85 $71.1K - $79K
4.51K $306M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
243
+ 2.35%
$70.02 - $76.68 $17K - $18.6K
10.6K $812M
GLD
Spdr Gold Trust

ETFs
128
+ 10.02%
$215.56 - $246.98 $27.6K - $31.6K
1.41K $341M
RSP
Invesco S&P 500 Equal Weight E

ETFs
227
+ 7.07%
$162.83 - $179.16 $37K - $40.7K
3.44K $616M
O
Realty Income Corp

Real Estate
151
+ 2.31%
$52.36 - $63.42 $7.91K - $9.58K
6.69K $424M
IDV
Ishares Tr

ETFs
963
+ 5.15%
$27.62 - $30.64 $26.6K - $29.5K
19.7K $594M
IAU
Ishares Gold Trust

ETFs
432
+ 6.84%
$44.06 - $50.5 $19K - $21.8K
6.75K $335M
VDC
Vanguard Consumer Staples ETF

ETFs
150
+ 8.21%
$201.77 - $221.32 $30.3K - $33.2K
1.98K $432M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.65K
+ 20.51%
$42.22 - $48.62 $69.8K - $80.4K
9.72K $452M
XOM
Exxon Mobil Corp

Energy
402
+ 11.17%
$109.72 - $119.0 $44.1K - $47.8K
4K $469M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
64
+ 0.84%
$64.57 - $71.76 $4.13K - $4.59K
7.7K $552M
XLE
Energy Sector Spdr

ETFs
1.94K
+ 10.35%
$84.35 - $93.39 $164K - $181K
20.7K $1.82B
ISCV
Ishares Morningstar Small Cap

ETFs
134
+ 1.0%
$57.26 - $64.12 $7.67K - $8.59K
13.5K $855M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
82
+ 0.9%
$56.04 - $62.99 $4.6K - $5.17K
9.21K $563M
Blackrock ETF Trust Ii
600
+ 14.63%
N/A
4.7K $252M
VFH
Vanguard Financial ETF

ETFs
63
+ 1.64%
$99.27 - $111.21 $6.25K - $7.01K
3.89K $428M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.25%
$517.38 - $573.86 $517 - $574
406 $233M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
117
+ 1.92%
$50.85 - $53.88 $5.95K - $6.3K
6.22K $334M
VOE
Vanguard Mid Cap Value Index F

ETFs
13
+ 0.98%
$149.02 - $167.67 $1.94K - $2.18K
1.34K $225M
VHT
Vanguard Health Care ETF

ETFs
5
+ 0.36%
$261.88 - $288.1 $1.31K - $1.44K
1.41K $397M
F
Ford Motor CO

Consumer Cyclical
13
+ 0.12%
$9.71 - $14.55 $126 - $189
10.6K $112M
Activity Summary
Buys All Purchases 56 New Holdings 13 Increased Positions 43 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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