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PIA

Panoramic Investment Advisors Portfolio holdings

AUM $185M
1-Year Est. Return 18.14%
This Fund
S&P 500
This Quarter Est. Return
-2.72%
1 Year Est. Return
+18.14%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$148M
AUM Growth
-$5.42M
Cap. Flow
-$151K
Cap. Flow %
-0.1%
Top 10 Hldgs %
38.65%
Holding
120
New
2
Increased
47
Reduced
37
Closed
5

Top Buys

Rank Stock Value
1
VPLS
Vanguard Core Plus Bond ETF
VPLS
+$491K
2
AVGO icon
Broadcom
AVGO
+$465K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$322K
4
NVDA icon
NVIDIA
NVDA
+$321K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$254K

Top Sells

Rank Stock Value
1
SCHP icon
Schwab US TIPS ETF
SCHP
+$620K
2
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$358K
3
TSLA icon
Tesla
TSLA
+$321K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$307K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$240K

Sector Composition

Rank Sector Weight
1 Communication Services 4.76%
2 Financials 4.41%
3 Technology 4.02%
4 Real Estate 1.48%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAXJ
26
iShares Large Cap Max Buffer Jun ETF
MAXJ
$153M
$1.77M 1.2%
68,650
– –
ABT icon
27
Abbott
ABT
$183B
$1.74M 1.17%
13,083
-306
-2% -$38.9K
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$4.36T
$1.7M 1.15%
10,997
-145
-1% -$26.3K
DGRW icon
29
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$1.67M 1.13%
20,941
+347
+2% +$28.4K
VGT icon
30
Vanguard Information Technology ETF
VGT
$139B
$1.67M 1.13%
24,592
+416
+2% +$31.3K
QQH icon
31
HCM Defender 100 Index ETF
QQH
$716M
$1.59M 1.07%
27,190
– –
MSFT icon
32
Microsoft
MSFT
$3.45T
$1.54M 1.04%
4,099
+260
+7% +$106K
SCHM icon
33
Schwab US Mid-Cap ETF
SCHM
$14.5B
$1.49M 1.01%
56,996
+50
+0.1% +$1.39K
LGH icon
34
HCM Defender 500 Index ETF
LGH
$575M
$1.47M 0.99%
30,474
– –
META icon
35
Meta Platforms (Facebook)
META
$1.42T
$1.47M 0.99%
2,552
-21
-0.8% -$13.5K
SCHA icon
36
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$1.38M 0.93%
58,990
+1,294
+2% +$33K
AMZN icon
37
Amazon
AMZN
$2.92T
$1.3M 0.88%
6,819
-16
-0.2% -$3.47K
NVDA icon
38
NVIDIA
NVDA
$4.86T
$1.24M 0.84%
11,466
+2,536
+28% +$321K
PEP icon
39
PepsiCo
PEP
$190B
$1.09M 0.74%
7,287
+9
+0.1% +$1.34K
IDV icon
40
iShares International Select Dividend ETF
IDV
$8.45B
$1.07M 0.72%
34,353
+2,427
+8% +$71.2K
SCHW
41
Charles Schwab
SCHW
$183B
$981K 0.66%
12,533
-100
-0.8% -$7.85K
VXUS icon
42
Vanguard Total International Stock ETF
VXUS
$155B
$971K 0.66%
15,629
-362
-2% -$22.4K
RDVY icon
43
First Trust Rising Dividend Achievers ETF
RDVY
$24.7B
$964K 0.65%
16,466
-100
-0.6% -$6.08K
PCEF icon
44
Invesco CEF Income Composite ETF
PCEF
$801M
$960K 0.65%
50,912
+4,658
+10% +$90.4K
DTD icon
45
WisdomTree US Total Dividend Fund
DTD
$1.65B
$876K 0.59%
11,383
+107
+0.9% +$8.31K
ISCV icon
46
iShares Morningstar Small-Cap Value ETF
ISCV
$692M
$816K 0.55%
13,754
+52
+0.4% +$3.27K
EVSM icon
47
Eaton Vance Short Duration Municipal Income ETF
EVSM
$775M
$742K 0.5%
14,888
+1,038
+7% +$51.9K
IJJ icon
48
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$711K 0.48%
5,935
– –
WELL icon
49
Welltower
WELL
$169B
$697K 0.47%
4,552
-100
-2% -$14.2K
IJH icon
50
iShares Core S&P Mid-Cap ETF
IJH
$122B
$695K 0.47%
11,905
-199
-2% -$12.4K
1
2
3 4 5

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Panoramic Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Panoramic Investment Advisors held 120 positions worth $148M, down 3.5% from $154M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Panoramic Investment Advisors's Q1 2025 filing shows 2 new, 47 increased, 37 reduced and 5 closed positions. Its largest new stake was Broadcom: 2,199 shares worth $368K. The largest sale was Schwab US TIPS ETF, an estimated $620K.

By sector, the portfolio is most concentrated in Communication Services at 4.8% of assets, down from 5.6% a quarter earlier, followed by Financials and Technology.

  • Panoramic Investment Advisors's largest Q1 2025 buy was Broadcom: 2,199 shares worth $368K.
  • Panoramic Investment Advisors added most to Vanguard Core Plus Bond ETF in Q1 2025, an estimated $491K increase.
  • Panoramic Investment Advisors's biggest Q1 2025 reduction was VanEck Morningstar Wide Moat ETF, cutting an estimated $358K.
  • Panoramic Investment Advisors fully exited Schwab US TIPS ETF in Q1 2025, selling an estimated $620K.
  • Panoramic Investment Advisors's ten largest holdings make up 39% of its $148M portfolio in Q1 2025.
  • Panoramic Investment Advisors opened 2 new positions and closed 5 in Q1 2025.
  • Panoramic Investment Advisors's portfolio value fell 3.5% quarter-over-quarter to $148M.

Based on Panoramic Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.