Panoramic Investment Advisors, LLC Incresed Positions in Q4 2024

Panoramic Investment Advisors, LLC

  • $154 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
25.7K
+ 10.12%
$66.77 - $71.52 $1.71M - $1.84M
279K $19.3B
Fidelity Wise Origin Bitcoin
961
+ 2.51%
N/A
39.2K $3.2B
Ishares Bitcoin Trust ETF
1.5K
+ 2.95%
N/A
52.2K $2.77B
AAPL
Apple Inc.

Technology
2.05K
+ 20.16%
$221.69 - $259.02 $455K - $532K
12.2K $3.07B
Vanguard Malvern Fds
12K
+ 14.89%
N/A
92.9K $7.06B
VUG
Vanguard Growth ETF

ETFs
811
+ 11.41%
$378.79 - $428.11 $307K - $347K
7.92K $3.25B
NVDA
Nvidia Corp

Technology
2.88K
+ 47.48%
$117.0 - $148.88 $336K - $428K
8.93K $1.2B
IYW
Ishares Dj Us Tech ETF

ETFs
1.94K
+ 17.62%
$148.14 - $166.23 $287K - $322K
12.9K $2.07B
Dimensional ETF Trust
14.7K
+ 22.89%
N/A
79.2K $2.38B
GOOGL
Alphabet Inc.

Communication Services
472
+ 4.42%
$161.86 - $196.66 $76.4K - $92.8K
11.1K $2.11B
AMZN
Amazon Com Inc

Consumer Cyclical
540
+ 8.58%
$180.88 - $232.93 $97.7K - $126K
6.84K $1.5B
SCHG
Schwab Strategic Tr Us Large C

ETFs
110K
+ 305.57%
$25.93 - $105.3 $2.85M - $11.6M
146K $4.06B
Ishares Tr
11.8K
+ 20.65%
N/A
68.7K $1.79B
Morgan Stanley ETF Trust
6.19K
+ 80.81%
N/A
13.9K $691M
IDV
Ishares Tr

ETFs
12.3K
+ 62.41%
$27.03 - $29.92 $332K - $367K
31.9K $874M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
587
+ 11.65%
$442.29 - $483.08 $260K - $284K
5.63K $2.55B
PCEF
Invesco Cef Income Composite E

ETFs
12.3K
+ 36.26%
$19.05 - $19.86 $234K - $244K
46.3K $886M
Blackrock ETF Trust Ii
3.85K
+ 81.91%
N/A
8.55K $445M
QQQ
Invesco Qqq Trust, Series 1

ETFs
88
+ 1.61%
$481.22 - $538.17 $42.3K - $47.4K
5.56K $2.84B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
59.7K
+ 219.44%
$22.01 - $66.82 $1.31M - $3.99M
86.9K $1.97B
MSFT
Microsoft Corp

Technology
451
+ 13.31%
$406.35 - $454.46 $183K - $205K
3.84K $1.62B
SCHW
Schwab Charles Corp

Financial Services
365
+ 2.98%
$63.31 - $82.85 $23.1K - $30.2K
12.6K $935M
IFRA
Ishares Tr

ETFs
3.07K
+ 27.33%
$45.94 - $51.71 $141K - $158K
14.3K $661M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.87K
+ 6.52%
$50.35 - $50.69 $144K - $145K
46.8K $2.36B
VGT
Vanguard Information Technolog

ETFs
34
+ 1.14%
$571.78 - $647.97 $19.4K - $22K
3.02K $1.88B
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
36
+ 0.13%
$61.63 - $71.89 $2.22K - $2.59K
27.2K $1.82B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.82K
+ 9.7%
$80.93 - $85.66 $147K - $156K
20.6K $1.67B
CRWD
Crowd Strike Holdings, Inc.

Technology
158
+ 19.75%
$275.15 - $388.2 $43.5K - $61.3K
958 $328M
IVV
Ishares Core S&P 500 ETF

ETFs
71
+ 1.7%
$570.51 - $610.59 $40.5K - $43.4K
4.25K $2.5B
VFH
Vanguard Financial ETF

ETFs
428
+ 10.99%
$108.87 - $126.2 $46.6K - $54K
4.32K $510M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.16K
+ 22.23%
$43.84 - $48.76 $94.7K - $105K
11.9K $523M
META
Meta Platforms, Inc.

Communication Services
52
+ 2.06%
$554.08 - $632.68 $28.8K - $32.9K
2.57K $1.51B
IJS
Ishares S&P Smallcap 600 Value

ETFs
500
+ 10.04%
$104.59 - $118.05 $52.3K - $59K
5.48K $595M
XLE
Energy Sector Spdr

ETFs
1.14K
+ 5.52%
$83.32 - $97.27 $95.3K - $111K
21.9K $1.87B
XLF
Financial Sector Spdr

ETFs
710
+ 11.58%
$44.89 - $51.34 $31.9K - $36.5K
6.84K $331M
SCHA
Schwab Strategic Tr Us Small C

ETFs
29.6K
+ 105.48%
$25.33 - $51.16 $750K - $1.52M
57.7K $1.49B
DTD
Wisdomtree Tr U.S Total Divide

ETFs
688
+ 6.5%
$75.44 - $80.53 $51.9K - $55.4K
11.3K $855M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
68
+ 0.22%
$49.97 - $54.88 $3.4K - $3.73K
30.5K $1.59B
RSP
Invesco S&P 500 Equal Weight E

ETFs
311
+ 9.05%
$174.22 - $187.62 $54.2K - $58.3K
3.75K $657M
XOM
Exxon Mobil Corp

Energy
704
+ 17.6%
$105.51 - $125.37 $74.3K - $88.3K
4.7K $506M
ETN
Eaton Corp PLC

Industrials
95
+ 10.17%
$326.96 - $377.52 $31.1K - $35.9K
1.03K $341M
IEFA
Ishares Tr

ETFs
3.23K
+ 12.69%
$70.06 - $77.43 $226K - $250K
28.6K $2.01B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
38.3K
+ 205.08%
$27.54 - $83.04 $1.05M - $3.18M
56.9K $1.58B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
130
+ 1.04%
$53.94 - $58.15 $7.01K - $7.56K
12.7K $715M
GLD
Spdr Gold Trust

ETFs
105
+ 7.47%
$236.59 - $257.5 $24.8K - $27K
1.51K $366M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.07K
+ 4.27%
$57.53 - $60.83 $119K - $126K
50.5K $2.9B
ISCV
Ishares Morningstar Small Cap

ETFs
227
+ 1.68%
$62.21 - $69.5 $14.1K - $15.8K
13.7K $869M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.25K
+ 205.06%
$22.4 - $68.28 $207K - $631K
13.8K $319M
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.99%
$567.81 - $607.81 $2.27K - $2.43K
410 $240M
Activity Summary
Buys All Purchases 71 New Holdings 8 Increased Positions 63 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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