Panoramic Investment Advisors, LLC Reduced Holdings in Q4 2024

Panoramic Investment Advisors, LLC

  • $154 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-7.52K
- 25.49%
$87.1 - $98.49 $655K - $740K
22K $1.92B
XLV
Select Sector Spdr Fund Health

ETFs
-2.9K
- 58.59%
$136.28 - $154.74 $395K - $449K
2.05K $282M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.5K
- 5.78%
N/A
40.7K $3.77B
PEP
Pepsico Inc

Consumer Defensive
-1.09K
- 13.02%
$151.29 - $176.1 $165K - $192K
7.28K $1.11B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-408
- 6.97%
$521.84 - $558.82 $213K - $228K
5.44K $2.93B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-479
- 2.91%
$58.88 - $64.8 $28.2K - $31K
16K $942M
ABT
Abbott Laboratories

Healthcare
-862
- 6.05%
$111.93 - $119.39 $96.5K - $103K
13.4K $1.51B
FTCS
First Trust Capital Strength E

ETFs
-895
- 11.06%
$87.62 - $94.03 $78.4K - $84.2K
7.2K $632M
O
Realty Income Corp

Real Estate
-612
- 9.15%
$51.76 - $64.71 $31.7K - $39.6K
6.08K $325M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.63K
- 26.15%
$51.33 - $53.74 $83.5K - $87.4K
4.59K $237M
MRK
Merck & Co., Inc.

Healthcare
-312
- 9.85%
$96.31 - $114.76 $30K - $35.8K
2.85K $284M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-58
- 0.63%
$55.45 - $61.08 $3.22K - $3.54K
9.16K $508M
VHT
Vanguard Health Care ETF

ETFs
-30
- 2.13%
$250.81 - $283.3 $7.52K - $8.5K
1.38K $349M
VNQ
Vanguard Specialized Funds Van

ETFs
-178
- 6.59%
$87.85 - $98.6 $15.6K - $17.6K
2.52K $225M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-581
- 4.58%
$61.68 - $67.87 $35.8K - $39.4K
12.1K $754M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-475
- 5.49%
$51.54 - $52.55 $24.5K - $25K
8.17K $423M
CMCSA
Comcast Corp

Communication Services
-25
- 0.42%
$37.39 - $45.14 $935 - $1.13K
5.87K $220M
BBDC
Barings Bdc, Inc.

Financial Services
-1.97K
- 9.4%
$9.27 - $10.33 $18.3K - $20.4K
19K $182M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-279
- 3.69%
$57.38 - $61.11 $16K - $17K
7.28K $425M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-50
- 0.63%
$26.63 - $30.23 $1.33K - $1.51K
7.83K $209M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-153
- 7.03%
$113.92 - $127.38 $17.4K - $19.5K
2.02K $233M
American Healthcare Reit Inc
-1.34K
- 8.37%
N/A
14.6K $416M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1
- 0.04%
$118.0 - $127.04 $118 - $127
2.35K $286M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-31
- 0.63%
$124.26 - $134.12 $3.85K - $4.16K
4.85K $624M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-20
- 0.49%
$47.29 - $84.74 $946 - $1.69K
4.03K $298M
TSLA
Tesla, Inc.

Consumer Cyclical
-18
- 0.89%
$213.65 - $479.86 $3.85K - $8.64K
2K $807M
GOOG
Alphabet Inc.

Communication Services
-841
- 3.24%
$163.08 - $198.16 $137K - $167K
25.1K $4.78B
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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