Panoramic Investment Advisors, LLC Reduced Holdings in Q3 2025

Panoramic Investment Advisors, LLC

  • $178 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-11.7K
- 45.92%
$182.33 - $194.5 $2.14M - $2.28M
13.8K $2.69B
IYW
Ishares Dj Us Tech ETF

ETFs
-6.98K
- 45.28%
$171.38 - $197.01 $1.2M - $1.37M
8.43K $1.65B
FSK
Fs Kkr Capital Corp

Financial Services
-3.06K
- 19.6%
$14.93 - $22.48 $45.7K - $68.9K
12.6K $188M
COST
Costco Wholesale Corp

Consumer Defensive
-101
- 18.36%
$915.95 - $994.57 $92.5K - $100K
449 $416M
META
Meta Platforms, Inc.

Communication Services
-140
- 5.4%
$695.21 - $791.73 $97.3K - $111K
2.45K $1.8B
Sila Realty Trust Inc
-4.85K
- 30.14%
N/A
11.2K $282M
GLD
Spdr Gold Trust

ETFs
-500
- 24.63%
$300.96 - $355.47 $150K - $178K
1.53K $544M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.16K
- 17.23%
$52.39 - $53.11 $60.9K - $61.8K
5.59K $296M
FSCO
Fs Cr Opportunities Corp Com
-6.92K
- 20.93%
N/A
26.1K $181M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-561
- 27.01%
$126.64 - $135.65 $71K - $76.1K
1.52K $206M
ABT
Abbott Laboratories

Healthcare
-100
- 0.83%
$120.51 - $136.62 $12.1K - $13.7K
12K $1.61B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-295
- 4.15%
$59.29 - $62.87 $17.5K - $18.5K
6.82K $410M
JPM
Jpmorgan Chase & CO

Financial Services
-211
- 16.99%
$282.78 - $316.06 $59.7K - $66.7K
1.03K $325M
MSFT
Microsoft Corp

Technology
-190
- 5.25%
$491.09 - $535.64 $93.3K - $102K
3.43K $1.77B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-392
- 8.78%
$52.55 - $54.37 $20.6K - $21.3K
4.08K $220M
LMT
Lockheed Martin Corp

Industrials
-68
- 12.55%
$410.74 - $499.21 $27.9K - $33.9K
474 $237M
SPY
Spdr S&P 500 ETF Trust

ETFs
-26
- 7.08%
$617.65 - $666.84 $16.1K - $17.3K
341 $227M
ETN
Eaton Corp PLC

Industrials
-40
- 3.89%
$342.99 - $392.76 $13.7K - $15.7K
989 $370M
VHT
Vanguard Health Care ETF

ETFs
-40
- 3.2%
$239.12 - $259.95 $9.56K - $10.4K
1.21K $314M
HD
Home Depot, Inc.

Consumer Cyclical
-48
- 7.99%
$357.4 - $423.42 $17.2K - $20.3K
553 $224M
VCR
Vanguard Consumer Discretionar

ETFs
-42
- 6.41%
$359.61 - $401.35 $15.1K - $16.9K
613 $243M
FTCS
First Trust Capital Strength E

ETFs
-130
- 1.93%
$89.72 - $93.74 $11.7K - $12.2K
6.59K $617M
MRK
Merck & Co., Inc.

Healthcare
-70
- 2.46%
$77.6 - $87.37 $5.43K - $6.12K
2.77K $233M
American Healthcare Reit Inc
-998
- 10.3%
N/A
8.69K $365M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-42
- 1.12%
$181.56 - $190.33 $7.63K - $7.99K
3.71K $703M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-103
- 2.27%
$135.0 - $146.02 $13.9K - $15K
4.43K $645M
SOFI
So Fi Technologies, Inc.

Financial Services
-200
- 1.88%
$17.64 - $29.81 $3.53K - $5.96K
10.5K $276M
PLTR
Palantir Technologies Inc.

Technology
-32
- 1.65%
$130.68 - $186.97 $4.18K - $5.98K
1.91K $348M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-950
- 2.82%
N/A
32.7K $3.24B
AVGO
Broadcom Inc.

Technology
-6
- 0.32%
$264.74 - $369.57 $1.59K - $2.22K
1.84K $607M
TSLA
Tesla, Inc.

Consumer Cyclical
-13
- 1.19%
$293.94 - $444.72 $3.82K - $5.78K
1.08K $479M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-144
- 0.53%
$54.29 - $60.6 $7.82K - $8.73K
27.2K $1.64B
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-124
- 0.51%
$66.7 - $76.76 $8.27K - $9.52K
24.4K $1.86B
VGT
Vanguard Information Technolog

ETFs
-6
- 0.2%
$656.44 - $753.15 $3.94K - $4.52K
3.03K $2.26B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-18
- 0.33%
$546.99 - $602.2 $9.85K - $10.8K
5.51K $3.31B
AAPL
Apple Inc.

Technology
-713
- 7.03%
$202.38 - $256.87 $144K - $183K
9.43K $2.4B
GOOG
Alphabet Inc.

Communication Services
-4.34K
- 18.92%
$175.16 - $255.24 $760K - $1.11M
18.6K $4.53B
GOOGL
Alphabet Inc.

Communication Services
-1.1K
- 10.04%
$174.36 - $254.72 $191K - $279K
9.81K $2.38B
Activity Summary
Buys All Purchases 63 New Holdings 8 Increased Positions 55 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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