The Analysis of PANORAMIC INVESTMENT ADVISORS, LLC's Holdings
Currently, PANORAMIC INVESTMENT ADVISORS, LLC holds 126 types of securities in its portfolio with a total value $184.0M. In the most recent quarter, they have increased their positions in EFV (+20.2K shares, valued at $1.4M), SHLD (+18.8K shares, valued at $1.2M), BAI (+34.5K shares, valued at $1.2M); decreased their positions in IEFA (-8.6K shares, valued at $767.6K), IYW (-2.8K shares, valued at $559.1K), N/A (-521 shares, valued at $326.7K); initiated new positions in EFV (+20.2K shares, valued at $1.4M), SHLD (+18.8K shares, valued at $1.2M), CLOA (+13.2K shares, valued at $685.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST322.3K shares-1.24%2025-12-312026-02-05
VUG VANGUARD INDEX FDS13.8K shares17.45%2025-12-312026-02-05 VPLS VANGUARD MALVERN FDS85.7K shares10.25%2025-12-312026-02-05 SCHV SCHWAB STRATEGIC TR220.1K shares1.87%2025-12-312026-02-05 SCHG SCHWAB STRATEGIC TR177.9K shares4.62%2025-12-312026-02-05 ALPHABET INC ALPHABET INC18.1K shares-2.94%2025-12-312026-02-05 ICSH ISHARES TR95.7K shares15.03%2025-12-312026-02-05 SCHD SCHWAB STRATEGIC TR135.3K shares-2.37%2025-12-312026-02-05 DFLV DIMENSIONAL ETF TRUST104.5K shares-2.01%2025-12-312026-02-05 VYM VANGUARD WHITEHALL FDS23.2K shares1.72%2025-12-312026-02-05 MOAT VANECK ETF TRUST31.6K shares-3.51%2025-12-312026-02-05 FBTC FIDELITY WISE ORIGIN BITCOIN40.3K shares0.12%2025-12-312026-02-05 IVV ISHARES TR4.5K shares2.12%2025-12-312026-02-05 JEPI J P MORGAN EXCHANGE TRADED F52.9K shares-0.86%2025-12-312026-02-05 ALPHABET INC ALPHABET INC9.6K shares-1.68%2025-12-312026-02-05 NVDA NVIDIA CORPORATION15.2K shares2.98%2025-12-312026-02-05 IBIT ISHARES BITCOIN TRUST ETF54.2K shares0.20%2025-12-312026-02-05 TLT ISHARES TR29.6K shares-1.26%2025-12-312026-02-05 QUAL ISHARES TR12.8K shares-7.22%2025-12-312026-02-05 AAPL APPLE INC8.8K shares-6.61%2025-12-312026-02-05 SCHB SCHWAB STRATEGIC TR90.2K shares1.63%2025-12-312026-02-05 SCHM SCHWAB STRATEGIC TR76.3K shares-6.29%2025-12-312026-02-05 VGT VANGUARD WORLD FD3.0K shares0.17%2025-12-312026-02-05 SCHA SCHWAB STRATEGIC TR79.1K shares-0.87%2025-12-312026-02-05 IEFA ISHARES TR24.3K shares-26.11%2025-12-312026-02-05 BAI BLACKROCK ETF TRUST64.8K shares114.33%2025-12-312026-02-05 XLE SELECT SECTOR SPDR TR43.6K shares97.14%2025-12-312026-02-05 MAXJ ISHARES TR68.3K shares0.00%2025-12-312026-02-05 QQH NORTHERN LTS FD TR III24.3K shares-0.43%2025-12-312026-02-05 META META PLATFORMS INC2.6K shares7.50%2025-12-312026-02-05 DGRW WISDOMTREE TR19.4K shares-11.54%2025-12-312026-02-05 LGH NORTHERN LTS FD TR III27.0K shares-0.78%2025-12-312026-02-05 AMZN AMAZON COM INC6.9K shares-1.11%2025-12-312026-02-05 MSFT MICROSOFT CORP3.2K shares-7.30%2025-12-312026-02-05 ABT ABBOTT LABS12.0K shares-0.17%2025-12-312026-02-05 EFV ISHARES TR20.2K sharesnew addition2025-12-312026-02-05 IDV ISHARES TR36.0K shares5.63%2025-12-312026-02-05 SCHW SCHWAB CHARLES CORP13.3K shares0.00%2025-12-312026-02-05 PEP PEPSICO INC9.3K shares-11.36%2025-12-312026-02-05 SHLD GLOBAL X FDS18.8K sharesnew addition2025-12-312026-02-05 VXUS VANGUARD STAR FDS15.4K shares-1.76%2025-12-312026-02-05 IYW ISHARES TR5.6K shares-33.22%2025-12-312026-02-05 PCEF INVESCO EXCH TRADED FD TR II54.9K shares0.96%2025-12-312026-02-05 RDVY FIRST TR EXCHANGE TRADED FD14.6K shares0.00%2025-12-312026-02-05 GRNY TIDAL TRUST I40.5K shares45.09%2025-12-312026-02-05 DTD WISDOMTREE TR11.8K shares1.93%2025-12-312026-02-05 EVSM MORGAN STANLEY ETF TRUST18.7K shares1.25%2025-12-312026-02-05 ISCV ISHARES TR13.5K shares0.62%2025-12-312026-02-05 JEPQ J P MORGAN EXCHANGE TRADED F13.8K shares1.66%2025-12-312026-02-05 WELL WELLTOWER INC4.3K shares0.00%2025-12-312026-02-05 VYMI VANGUARD WHITEHALL FDS8.5K shares-5.31%2025-12-312026-02-05 EMXC ISHARES INC10.4K shares2.28%2025-12-312026-02-05 DBND DOUBLELINE ETF TRUST15.1K shares24.23%2025-12-312026-02-05 CLOA BLACKROCK ETF TRUST II13.2K sharesnew addition2025-12-312026-02-05 XLF SELECT SECTOR SPDR TR12.0K shares5.31%2025-12-312026-02-05 ITOT ISHARES TR4.4K shares-1.45%2025-12-312026-02-05 BROADCOM INC BROADCOM INC1.8K shares0.00%2025-12-312026-02-05 GLD SPDR GOLD TR1.6K shares3.66%2025-12-312026-02-05 MFIC MIDCAP FINANCIAL INVSTMNT CO53.6K shares0.00%2025-12-312026-02-05 GPIQ GOLDMAN SACHS ETF TR11.5K sharesnew addition2025-12-312026-02-05 FTCS FIRST TR EXCHANGE-TRADED FD6.5K shares-1.17%2025-12-312026-02-05 OCTT AIM ETF PRODUCTS TRUST13.3K shares0.00%2025-12-312026-02-05 IJH ISHARES TR8.1K shares0.01%2025-12-312026-02-05 BINC BLACKROCK ETF TRUST II10.1K shares17.54%2025-12-312026-02-05 XOM EXXON MOBIL CORP4.4K shares-12.95%2025-12-312026-02-05 VFH VANGUARD WORLD FD3.9K shares1.70%2025-12-312026-02-05 SYFI AB ACTIVE ETFS INC14.3K sharesnew addition2025-12-312026-02-05 TSLA TESLA INC1.1K shares5.67%2025-12-312026-02-05 JANT AIM ETF PRODUCTS TRUST12.1K shares0.00%2025-12-312026-02-05 ICVT ISHARES TR5.0K sharesnew addition2025-12-312026-02-05 VDC VANGUARD WORLD FD2.1K shares0.56%2025-12-312026-02-05 CRWD CROWDSTRIKE HLDGS INC898 shares-2.18%2025-12-312026-02-05 IHI ISHARES TR6.6K shares-2.49%2025-12-312026-02-05 SLV ISHARES SILVER TR6.3K shares2.80%2025-12-312026-02-05 COST COSTCO WHSL CORP NEW449 shares0.00%2025-12-312026-02-05 AHR AMERICAN HEALTHCARE REIT INC8.0K shares-7.89%2025-12-312026-02-05 JUNT AIM ETF PRODUCTS TRUST10.3K shares-6.79%2025-12-312026-02-05 SCHX SCHWAB STRATEGIC TR13.9K shares0.22%2025-12-312026-02-05 VDE VANGUARD WORLD FD2.9K shares0.70%2025-12-312026-02-05 VHT VANGUARD WORLD FD1.2K shares0.58%2025-12-312026-02-05 IJJ ISHARES TR2.6K shares-8.62%2025-12-312026-02-05 PLTR PALANTIR TECHNOLOGIES INC2.0K shares2.68%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.1.0K shares-1.75%2025-12-312026-02-05 BIV VANGUARD BD INDEX FDS4.1K shares0.00%2025-12-312026-02-05 O REALTY INCOME CORP5.5K shares-3.76%2025-12-312026-02-05 VPU VANGUARD WORLD FD1.7K shares0.55%2025-12-312026-02-05 FNCL FIDELITY COVINGTON TRUST3.9K shares0.00%2025-12-312026-02-05 MGC VANGUARD WORLD FD1.2K shares0.00%2025-12-312026-02-05 OCTW AIM ETF PRODUCTS TRUST7.5K shares0.00%2025-12-312026-02-05 SCHF SCHWAB STRATEGIC TR12.1K shares2.30%2025-12-312026-02-05 IGSB ISHARES TR5.4K shares-2.52%2025-12-312026-02-05 XLV SELECT SECTOR SPDR TR1.8K shares-11.11%2025-12-312026-02-05 VOX VANGUARD WORLD FD1.4K shares3.17%2025-12-312026-02-05 GBTC GRAYSCALE BITCOIN TRUST ETF4.0K shares0.15%2025-12-312026-02-05 SOFI SOFI TECHNOLOGIES INC10.4K shares0.00%2025-12-312026-02-05 APRT AIM ETF PRODUCTS TRUST6.3K shares-16.61%2025-12-312026-02-05 DSI ISHARES TR2.0K shares-0.55%2025-12-312026-02-05 VOE VANGUARD INDEX FDS1.5K shares0.90%2025-12-312026-02-05 SCHE SCHWAB STRATEGIC TR7.8K shares2.12%2025-12-312026-02-05 IBD NORTHERN LTS FD TR IV10.5K sharesnew addition2025-12-312026-02-05 GDX VANECK ETF TRUST3.0K shares1.79%2025-12-312026-02-05 DBEF DBX ETF TR5.2K shares0.00%2025-12-312026-02-05 VCR VANGUARD WORLD FD614 shares0.16%2025-12-312026-02-05 SILA SILA REALTY TRUST INC10.3K shares-8.86%2025-12-312026-02-05 TGT TARGET CORP2.4K shares-29.52%2025-12-312026-02-05 IJS ISHARES TR2.0K shares-12.79%2025-12-312026-02-05 HIGH SIMPLIFY EXCHANGE TRADED FUN10.3K shares-8.41%2025-12-312026-02-05 LMT LOCKHEED MARTIN CORP474 shares0.00%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR324 shares-4.99%2025-12-312026-02-05 RKT ROCKET COS INC11.3K shares2.27%2025-12-312026-02-05 MPLX MPLX LP4.0K shares-2.46%2025-12-312026-02-05 V VISA INC591 shares-15.45%2025-12-312026-02-05 SUSA ISHARES TR1.5K shares-1.98%2025-12-312026-02-05 SPYD SPDR SERIES TRUST4.8K shares0.87%2025-12-312026-02-05 IGIB ISHARES TR3.8K shares-7.83%2025-12-312026-02-05 FSK FS KKR CAP CORP11.7K shares-6.58%2025-12-312026-02-05 FSCO FS CREDIT OPPORTUNITIES CORP24.0K shares-8.34%2025-12-312026-02-05 ABR ARBOR REALTY TRUST INC11.7K shares0.00%2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available