Panoramic Investment Advisors, LLC Reduced Holdings in Q3 2024

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Fidelity Wise Origin Bitcoin
-46.3K
- 54.77%
N/A
38.3K $2.12B
Ishares Bitcoin Trust ETF
-70.9K
- 58.29%
N/A
50.7K $1.83B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-40.4K
- 41.78%
$77.02 - $85.06 $3.11M - $3.44M
56.3K $4.76B
Ishares Tr
-43K
- 69.38%
N/A
19K $501M
ABT
Abbott Laboratories

Healthcare
-8.58K
- 37.58%
$100.07 - $118.13 $858K - $1.01M
14.3K $1.62B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.97K
- 25.22%
$475.2 - $527.7 $938K - $1.04M
5.85K $3.09B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-10.9K
- 59.05%
$54.38 - $59.77 $592K - $651K
7.56K $448M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-9.86K
- 18.6%
$85.84 - $85.84 $846K - $846K
43.2K $4.18B
GOOG
Alphabet Inc.

Communication Services
-5.83K
- 18.34%
$149.54 - $192.66 $871K - $1.12M
25.9K $4.34B
PEP
Pepsico Inc

Consumer Defensive
-2.35K
- 21.94%
$161.9 - $179.3 $381K - $422K
8.37K $1.42B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4.24K
- 12.58%
$89.91 - $101.33 $381K - $430K
29.5K $2.89B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.89K
- 23.45%
$57.32 - $62.65 $223K - $243K
12.7K $791M
SCHW
Schwab Charles Corp

Financial Services
-1.33K
- 9.75%
$61.74 - $76.08 $81.8K - $101K
12.3K $795M
MRK
Merck & Co., Inc.

Healthcare
-880
- 21.75%
$111.15 - $128.97 $97.8K - $113K
3.17K $360M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.73K
- 46.13%
$191.76 - $263.26 $331K - $455K
2.02K $528M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.31K
- 37.5%
$105.53 - $118.34 $138K - $155K
2.18K $255M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-2.63K
- 5.64%
$50.32 - $50.75 $132K - $133K
43.9K $2.23B
IEFA
Ishares Tr

ETFs
-2.48K
- 8.88%
$70.09 - $78.74 $173K - $195K
25.4K $1.98B
SOFI
So Fi Technologies, Inc.

Financial Services
-12.4K
- 53.7%
$6.32 - $8.19 $78.1K - $101K
10.7K $83.7M
DBND
Doubleline ETF Tr Opportunisti

ETFs
-1.85K
- 13.17%
$44.93 - $47.6 $83.1K - $88.1K
12.2K $578M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-650
- 9.87%
$111.9 - $124.28 $72.7K - $80.8K
5.94K $734M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-822
- 14.41%
$113.41 - $125.62 $93.2K - $103K
4.88K $613M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-639
- 21.37%
$108.44 - $120.37 $69.3K - $76.9K
2.35K $283M
BBDC
Barings Bdc, Inc.

Financial Services
-5.54K
- 20.88%
$9.28 - $10.19 $51.4K - $56.5K
21K $206M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-550
- 28.95%
$109.16 - $155.35 $60K - $85.4K
1.35K $209M
VDE
Vanguard Energy ETF

ETFs
-60
- 2.11%
$117.44 - $131.06 $7.05K - $7.86K
2.78K $340M
CMCSA
Comcast Corp

Communication Services
-500
- 7.82%
$37.33 - $41.78 $18.7K - $20.9K
5.89K $246M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-818
- 6.13%
$51.58 - $53.79 $42.2K - $44K
12.5K $671M
FSK
Fs Kkr Capital Corp

Financial Services
-1.66K
- 7.43%
$18.74 - $20.43 $31.1K - $33.9K
20.7K $407M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-400
- 7.43%
$95.81 - $109.03 $38.3K - $43.6K
4.98K $536M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-350
- 7.87%
$74.26 - $78.84 $26K - $27.6K
4.1K $321M
MSFT
Microsoft Corp

Technology
-102
- 2.92%
$395.15 - $467.56 $40.3K - $47.7K
3.39K $1.46B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-291
- 7.39%
$67.43 - $74.23 $19.6K - $21.6K
3.65K $266M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-250
- 1.95%
$49.7 - $56.11 $12.4K - $14K
12.6K $689M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.28K
- 7.22%
$58.03 - $65.37 $74.4K - $83.8K
16.5K $1.07B
VNQ
Vanguard Specialized Funds Van

ETFs
-384
- 12.44%
$82.97 - $98.97 $31.9K - $38K
2.7K $263M
AZAO
Aim ETF Prods Trallianzim U S

ETFs
-500
- 3.64%
N/A
13.3K $497M
GOOGL
Alphabet Inc.

Communication Services
-1.01K
- 8.66%
$148.65 - $191.18 $150K - $193K
10.7K $1.77B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-180
- 4.23%
$57.69 - $64.56 $10.4K - $11.6K
4.08K $260M
ABR
Arbor Realty Trust Inc

Real Estate
-1.45K
- 11.02%
$12.89 - $15.66 $18.7K - $22.7K
11.7K $182M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-37
- 0.43%
$51.02 - $52.74 $1.89K - $1.95K
8.65K $455M
FSCO
Fs Cr Opportunities Corp Com
-1.28K
- 2.94%
N/A
42.1K $267M
VPU
Vanguard Utilities ETF

ETFs
-251
- 13.55%
$146.64 - $174.54 $36.8K - $43.8K
1.6K $279M
MGC
Vanguard Mega Cap ETF

ETFs
-50
- 3.57%
$185.93 - $206.64 $9.3K - $10.3K
1.35K $279M
XLF
Financial Sector Spdr

ETFs
-31
- 0.5%
$40.84 - $45.74 $1.27K - $1.42K
6.13K $278M
FTCS
First Trust Capital Strength E

ETFs
-252
- 3.02%
$83.58 - $90.94 $21.1K - $22.9K
8.1K $735M
Aim ETF Products Trust
-200
- 1.78%
N/A
11.1K $350M
RDVY
First Trust Rising Dividend Ac

ETFs
-400
- 2.36%
$53.68 - $59.24 $21.5K - $23.7K
16.6K $981M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-150
- 1.66%
$66.31 - $74.08 $9.95K - $11.1K
8.9K $653M
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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