Panoramic Investment Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.78M |
| 2 |
VPLS
Vanguard Core Plus Bond ETF
VPLS
|
+$931K |
| 3 |
Apple
AAPL
|
+$484K |
| 4 |
Dimensional US Large Cap Value ETF
DFLV
|
+$461K |
| 5 |
NVIDIA
NVDA
|
+$396K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$692K |
| 2 |
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
|
+$501K |
| 3 |
Pfizer
PFE
|
+$495K |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$424K |
| 5 |
Dollar General
DG
|
+$423K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 5.61% |
| 2 | Technology | 4.05% |
| 3 | Financials | 3.78% |
| 4 | Consumer Discretionary | 1.65% |
| 5 | Real Estate | 1.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Toll Brothers
TOL
$14.1B
| – | – |
-1,350
| Closed | -$209K |
|
Similar funds
Panoramic Investment Advisors's Q4 2024 Portfolio in Review
As of Q4 2024, Panoramic Investment Advisors held 126 positions worth $154M, up 6.1% from $145M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Panoramic Investment Advisors deployed $5.99M of net new capital in Q4 2024, opening 8 new positions and adding to 61 existing holdings. Its largest new stake was JPMorgan Chase: 1,243 shares worth $298K.
By sector, the portfolio is most concentrated in Communication Services at 5.6% of assets, up from 5.4% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was iShares 20+ Year Treasury Bond ETF, an estimated $692K trimmed.
- Panoramic Investment Advisors's largest Q4 2024 buy was JPMorgan Chase: 1,243 shares worth $298K.
- Panoramic Investment Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q4 2024, an estimated $1.78M increase.
- Panoramic Investment Advisors's biggest Q4 2024 reduction was iShares 20+ Year Treasury Bond ETF, cutting an estimated $692K.
- Panoramic Investment Advisors fully exited iShares iBonds Dec 2033 Term Corporate ETF in Q4 2024, selling an estimated $501K.
- Panoramic Investment Advisors's ten largest holdings make up 39% of its $154M portfolio in Q4 2024.
- Panoramic Investment Advisors opened 8 new positions and closed 8 in Q4 2024.
- Panoramic Investment Advisors's portfolio value rose 6.1% quarter-over-quarter to $154M.
Based on Panoramic Investment Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.