Panoramic Investment Advisors, LLC Sells in Q2 2025

Panoramic Investment Advisors, LLC

  • $163 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Malvern Fds
-26.6K
- 26.79%
N/A
72.7K $5.66B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-19K
- 12.37%
$24.32 - $27.87 $461K - $528K
134K $3.56B
AAPL
Apple Inc.

Technology
-1.25K
- 10.97%
$172.42 - $223.89 $215K - $280K
10.1K $2.08B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-168
- 2.67%
$483.48 - $539.8 $81.2K - $90.7K
6.12K $2.97B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-3.04K
- 51.14%
$103.88 - $123.68 $315K - $375K
2.9K $358M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.14K
- 57.21%
$83.54 - $100.04 $262K - $314K
2.35K $233M
Sila Realty Trust Inc
-6.67K
- 29.28%
N/A
16.1K $381M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.12K
- 34.59%
$51.16 - $62.02 $211K - $255K
7.79K $483M
PEP
Pepsico Inc

Consumer Defensive
-101
- 1.39%
$128.02 - $151.37 $12.9K - $15.3K
7.19K $949M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-332
- 1.43%
$83.97 - $92.85 $27.9K - $30.8K
22.9K $2.02B
BBDC
Barings Bdc, Inc.

Financial Services
-8.1K
- 42.55%
$7.89 - $9.51 $63.9K - $77K
10.9K $99.9M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.13K
- 8.5%
N/A
33.7K $3.16B
FSK
Fs Kkr Capital Corp

Financial Services
-2.87K
- 15.5%
$17.95 - $21.5 $51.5K - $61.6K
15.6K $324M
FSCO
Fs Cr Opportunities Corp Com
-9.05K
- 21.48%
N/A
33.1K $240M
VHT
Vanguard Health Care ETF

ETFs
-131
- 9.49%
$236.71 - $261.92 $31K - $34.3K
1.25K $311M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.9K
- 11.54%
$51.6 - $62.74 $98K - $119K
14.6K $914M
American Healthcare Reit Inc
-3.51K
- 26.59%
N/A
9.69K $356M
VFH
Vanguard Financial ETF

ETFs
-616
- 13.91%
$104.87 - $127.3 $64.6K - $78.4K
3.81K $485M
WELL
Welltower Inc.

Real Estate
-300
- 6.59%
$136.49 - $155.22 $40.9K - $46.6K
4.25K $654M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-357
- 9.72%
$61.03 - $67.59 $21.8K - $24.1K
3.31K $212M
LMT
Lockheed Martin Corp

Industrials
-100
- 15.58%
$430.82 - $486.45 $43.1K - $48.6K
542 $251M
MRK
Merck & Co., Inc.

Healthcare
-11
- 0.39%
$73.47 - $87.12 $808 - $958
2.84K $225M
XLV
Select Sector Spdr Fund Health

ETFs
-25
- 1.22%
$128.77 - $144.3 $3.22K - $3.61K
2.03K $273M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-545
- 7.47%
$51.68 - $52.76 $28.2K - $28.8K
6.75K $356M
O
Realty Income Corp

Real Estate
-295
- 4.98%
$52.27 - $58.52 $15.4K - $17.3K
5.63K $325M
Morgan Stanley ETF Trust
-259
- 4.47%
N/A
5.53K $276M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-257
- 11.01%
$101.97 - $126.75 $26.2K - $32.6K
2.08K $263M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-151
- 3.27%
$51.1 - $53.29 $7.72K - $8.05K
4.47K $238M
V
Visa Inc.

Financial Services
-17
- 2.75%
$308.27 - $373.31 $5.24K - $6.35K
602 $214M
MGC
Vanguard Mega Cap ETF

ETFs
-150
- 11.11%
$179.23 - $224.92 $26.9K - $33.7K
1.2K $270M
FTCS
First Trust Capital Strength E

ETFs
-90
- 1.32%
$81.6 - $92.39 $7.34K - $8.32K
6.72K $611M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-175
- 4.29%
$61.08 - $74.04 $10.7K - $13K
3.9K $289M
ISCV
Ishares Morningstar Small Cap

ETFs
-374
- 2.72%
$51.37 - $61.54 $19.2K - $23K
13.4K $821M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-39
- 0.55%
$54.27 - $63.01 $2.12K - $2.46K
7.11K $446M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-3.1K
- 10.16%
$44.63 - $54.44 $138K - $168K
27.4K $1.49B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-121
- 2.6%
$108.12 - $135.04 $13.1K - $16.3K
4.53K $611M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-50
- 0.56%
$65.84 - $80.81 $3.29K - $4.04K
8.85K $709M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-2.66K
- 9.79%
$54.03 - $67.61 $144K - $180K
24.5K $1.66B
IDV
Ishares Tr

ETFs
-773
- 2.25%
$27.79 - $34.84 $21.5K - $26.9K
33.6K $1.16B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-317
- 6.25%
$456.74 - $568.03 $145K - $180K
4.75K $2.7B
Ishares Tr
-400
- 0.58%
N/A
68.3K $1.88B
AVGO
Broadcom Inc.

Technology
-352
- 16.01%
$146.29 - $275.65 $51.5K - $97K
1.85K $509M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-781
- 2.97%
$152.42 - $182.82 $119K - $143K
25.6K $4.67B
GOOGL
Alphabet Inc.

Communication Services
-94
- 0.85%
$144.7 - $178.6 $13.6K - $16.8K
10.9K $1.92B
MSFT
Microsoft Corp

Technology
-483
- 11.78%
$354.56 - $497.45 $171K - $240K
3.62K $1.8B
VGT
Vanguard Information Technolog

ETFs
-41
- 1.33%
$470.37 - $663.28 $19.3K - $27.2K
3.03K $2.01B
GOOG
Alphabet Inc.

Communication Services
-474
- 2.02%
$146.58 - $180.01 $69.5K - $85.3K
22.9K $4.07B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-17
- 0.31%
$416.06 - $551.64 $7.07K - $9.38K
5.52K $3.05B
Ishares Bitcoin Trust ETF
-357
- 0.67%
N/A
52.9K $3.24B
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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