Panoramic Investment Advisors, LLC Portfolio Holdings

Panoramic Investment Advisors, LLC

  • $148 Billion
  • Q1 2025

Panoramic Investment Advisors, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $18.6B, Vanguard Malvern Fds with a value of $7.7B, Schwab Strategic Tr Us Large C with a value of $5.2B, Ishares Msci Usa Quality Facto with a value of $4.5B, and Schwab Strategic Tr Us Dividen with a value of $4.28B.

Examining the 13F form we can see an decrease of $5.42B in the current position value, from $154B to 148B.

Panoramic Investment Advisors, LLC is based out at Denver, CO

Below you can find more details about Panoramic Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Billion
ETFs: $100 Billion
Communication Services: $7.05 Billion
Financial Services: $6.23 Billion
Technology: $5.95 Billion
Healthcare: $1.99 Billion
Consumer Cyclical: $1.79 Billion
Real Estate: $1.18 Billion
Consumer Defensive: $1.09 Billion
Other: $1.55 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.6 Billion 12.55% of portfolio
282,554
Q1 2025 Added 1.18%
$0
$5.2 Billion 3.51% of portfolio
195,619
Q1 2025 Added 0.3%
$0
$4.5 Billion 3.04% of portfolio
26,335
Q1 2025 Reduced 3.09%
$0
$4.28 Billion 2.89% of portfolio
153,253
Q1 2025 Reduced 5.18%
$0
$3.74 Billion 2.53% of portfolio
149,415
Q1 2025 Added 2.48%
$0
$3.24 Billion 2.19% of portfolio
36,775
Q1 2025 Reduced 9.56%
$0
$2.99 Billion 2.02% of portfolio
8,053
Q1 2025 Added 1.69%
$0
$2.89 Billion 1.95% of portfolio
22,381
Q1 2025 Added 1.34%
$0
$2.84 Billion 1.92% of portfolio
49,681
Q1 2025 Reduced 1.57%
$0
$2.61 Billion 1.76% of portfolio
5,070
Q1 2025 Reduced 6.84%
$0
$2.6 Billion 1.75% of portfolio
5,540
Q1 2025 Reduced 0.29%
$0
$2.46 Billion 1.66% of portfolio
48,460
Q1 2025 Added 3.56%
$0
$2.41 Billion 1.63% of portfolio
4,294
Q1 2025 Added 0.94%
$0
$2.23 Billion 1.51% of portfolio
29,507
Q1 2025 Added 3.03%
$0
$2.12 Billion 1.43% of portfolio
23,247
Q1 2025 Added 5.82%
$0
$2.04 Billion 1.38% of portfolio
21,844
Q1 2025 Reduced 0.11%
$0
$1.86 Billion 1.26% of portfolio
86,505
Q1 2025 Reduced 0.42%
$0
$1.67 Billion 1.13% of portfolio
20,941
Q1 2025 Added 1.68%
$0
$1.67 Billion 1.13% of portfolio
3,074
Q1 2025 Added 1.72%
$0
$1.59 Billion 1.07% of portfolio
27,190
Q4 2024 Added 0.13%
$0
$1.49 Billion 1.01% of portfolio
56,996
Q1 2025 Added 0.09%
$0
$1.47 Billion 0.99% of portfolio
30,474
Q4 2024 Added 0.22%
$0
$1.38 Billion 0.93% of portfolio
58,990
Q1 2025 Added 2.24%
$0
$1.07 Billion 0.72% of portfolio
34,353
Q1 2025 Added 7.6%
$0
$971 Million 0.66% of portfolio
15,629
Q1 2025 Reduced 2.26%
$0
$960 Million 0.65% of portfolio
50,912
Q1 2025 Added 10.07%
$0
$964 Million 0.65% of portfolio
16,466
Q1 2025 Reduced 0.6%
$0
$876 Million 0.59% of portfolio
11,383
Q1 2025 Added 0.95%
$0
$816 Million 0.55% of portfolio
13,754
Q1 2025 Added 0.38%
$0
$711 Million 0.48% of portfolio
5,935
Q3 2024 Reduced 9.87%
$0
$695 Million 0.47% of portfolio
11,905
Q1 2025 Reduced 1.64%
$0
$694 Million 0.47% of portfolio
15,394
Q1 2025 Added 7.81%
$0
$656 Million 0.44% of portfolio
8,900
Q3 2024 Reduced 1.66%
$0
$657 Million 0.44% of portfolio
12,680
Q4 2024 Added 1.04%
$0
$649 Million 0.44% of portfolio
3,748
Q4 2024 Added 9.05%
$0
$610 Million 0.41% of portfolio
6,810
Q1 2025 Reduced 5.42%
$0
$579 Million 0.39% of portfolio
7,755
Q1 2025 Added 0.36%
$0
$567 Million 0.38% of portfolio
4,649
Q1 2025 Reduced 4.18%
$0
$562 Million 0.38% of portfolio
12,175
Q1 2025 Reduced 0.2%
$0
$529 Million 0.36% of portfolio
4,429
Q1 2025 Added 2.5%
$0
$534 Million 0.36% of portfolio
5,480
Q4 2024 Added 10.04%
$0
$502 Million 0.34% of portfolio
9,121
Q1 2025 Reduced 0.38%
$0
$493 Million 0.33% of portfolio
13,250
Q3 2024 Reduced 3.64%
$0
$461 Million 0.31% of portfolio
2,107
Q1 2025 Added 2.98%
$0
$465 Million 0.31% of portfolio
12,410
Q1 2025 Added 4.46%
$106B
$438 Million 0.3% of portfolio
1,520
Q1 2025 Added 0.66%
$0
$426 Million 0.29% of portfolio
12,125
Q1 2025 Added 3.85%
$0
$431 Million 0.29% of portfolio
7,153
Q1 2025 Reduced 1.72%
$53.3B
$400 Million 0.27% of portfolio
6,787
Q4 2024 Added 0.58%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $148 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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