Panoramic-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "MPLX",
  "ABT",
  null,
  "GOOGL",
  "VDE",
  null,
  null,
  "AVGO",
  "MFIC",
  "ABR",
  "BBDC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  "FSCO",
  null,
  "EMXC",
  "META",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "SILA",
  null,
  null,
  "MSFT",
  "IJR",
  null,
  null,
  "VHT",
  null,
  "PEP",
  "IVV",
  null,
  "AAPL",
  "NVDA",
  "LMT",
  "MRK",
  "IEFA",
  "SCHX",
  null,
  "O",
  "GLD",
  null,
  "SPLG",
  "BIV",
  "VNQ",
  "VOE",
  "SCHW",
  null,
  null,
  null,
  null,
  "FSK",
  "VYM",
  "AHR",
  "MGC",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VFH",
  "VYMI",
  "VXUS",
  "VOO",
  null,
  "V",
  "WELL",
  null,
  null,
  "XEL",
  "SCHD",
  "SOFI",
  "SCHG",
  null,
  "SCHA",
  null,
  null,
  null,
  "BRK-B",
  "CMCSA",
  "CRWD",
  "RSP",
  "IJJ",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "TSLA",
  "ITOT",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 115
Total Value: 148106445
Accession Number: 0001986152-25-000041
Form Type: 13F-HR
CIK: panoramic-investment-advisors
Manager Name: Panoramic-Investment-Advisors

Data Enrichment

56% identified

64 identified51 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

115 positions • $148.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 6

Sort by:

46432F842

IEFA|46432F842

Shares:29.5K

Value:$2.2M

% of Portfolio:1.5% ($2.2M/$148.1M)

464287432

Shares:23.2K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$148.1M)

81369Y506

Shares:21.8K

Value:$2.0M

% of Portfolio:1.4% ($2.0M/$148.1M)

464287721

Shares:13.8K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$148.1M)

808524102

SCHB|808524102

Shares:86.5K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$148.1M)

46438G612

Shares:68.7K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$148.1M)

ABBOTT LABORATORIES

ABT|002824100

Shares:13.1K

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$148.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:11.0K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$148.1M)

97717X669

Shares:20.9K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$148.1M)

92204A702

VGT|92204A702

Shares:3.1K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$148.1M)

66538R748

Shares:27.2K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$148.1M)

MICROSOFT CORP

MSFT|594918104

Shares:4.1K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$148.1M)

808524508

Shares:57.0K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$148.1M)

66538R730

Shares:30.5K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$148.1M)

Meta Platforms, Inc.

META|30303M102

Shares:2.6K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$148.1M)

808524607

SCHA|808524607

Shares:59.0K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$148.1M)

AMAZON COM INC

AMZN|023135106

Shares:6.8K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$148.1M)

NVIDIA CORP

NVDA|67066G104

Shares:11.5K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$148.1M)

PEPSICO INC

PEP|713448108

Shares:7.3K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$148.1M)

464288448

Shares:34.4K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$148.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IEFAcusip46432F842)	29.5K	QoQ +3.03% (+869) YoY +5.80% (+1.6K)	All Managers (Combined)	$2.2M	1.5% ($2.2M/$148.1M)	QoQ +10.91% (+$219.6K) YoY +7.84% (+$162.5K)
(cusip464287432)✕	23.2K	QoQ +5.82% (+1.3K) YoY -31.07% (-10.5K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$148.1M)	QoQ +10.30% (+$197.7K) YoY -33.68% (-$1.1M)
(cusip81369Y506)✕	21.8K	QoQ -0.10% (-23) YoY +16.31% (+3.1K)	All Managers (Combined)	$2.0M	1.4% ($2.0M/$148.1M)	QoQ +8.97% (-$168.2K) YoY +15.13% (+$268.3K)
(cusip464287721)✕	13.8K	QoQ +6.86% (-889) YoY +576.47% (+11.8K)	All Managers (Combined)	$1.9M	1.3% ($1.9M/$148.1M)	QoQ -5.91% (-$122.1K) YoY +603.43% (+$1.7M)
(SCHBcusip808524102)	86.5K	QoQ -0.42% (-368) YoY +238.06% (+60.9K)	All Managers (Combined)	$1.9M	1.3% ($1.9M/$148.1M)	QoQ -5.55% (-$109.6K) YoY +19.22% (+$300.3K)
(cusip46438G612)✕	68.7K	QoQ 0.00% (-0) YoY NEW(+68.7K)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$148.1M)	QoQ -1.32% (-$23.7K) YoY NEW(+$1.8M)
ABBOTT LABORATORIES(ABTcusip002824100)	13.1K	QoQ -2.28% (-306) YoY -42.69% (-9.7K)	All Managers (Combined)	$1.7M	1.2% ($1.7M/$148.1M)	QoQ +14.59% (-$221.0K) YoY -33.11% (-$859.3K)
Alphabet Inc.(GOOGLcusip02079K305)	11.0K	QoQ -1.30% (-145) YoY -5.85% (-684)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$148.1M)	QoQ -19.37% (-$408.6K) YoY -3.54% (-$62.4K)
(cusip97717X669)✕	20.9K	QoQ +1.68% (+347) YoY +16.68% (+3.0K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$148.1M)	QoQ +0.34% (+$5.7K) YoY +22.30% (+$305.0K)
(VGTcusip92204A702)	3.1K	QoQ +1.72% (-52) YoY +6.62% (+191)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$148.1M)	QoQ -11.28% (-$212.0K) YoY +10.27% (+$155.4K)
(cusip66538R748)✕	27.2K	QoQ 0.00% (-0) YoY -0.58% (-161)	All Managers (Combined)	$1.6M	1.1% ($1.6M/$148.1M)	QoQ -12.75% (-$232.5K) YoY +5.89% (-$88.5K)
MICROSOFT CORP(MSFTcusip594918104)	4.1K	QoQ +6.77% (-260) YoY +17.44% (+609)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$148.1M)	QoQ -4.90% (-$79.3K) YoY +4.80% (+$70.5K)
(cusip808524508)✕	57.0K	QoQ +0.08% (-50) YoY +222.12% (+39.3K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$148.1M)	QoQ -5.36% (-$84.7K) YoY +3.64% (+$52.5K)
(cusip66538R730)✕	30.5K	QoQ 0.00% (-0) YoY -0.54% (-166)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$148.1M)	QoQ -7.25% (-$115.2K) YoY +3.19% (-$45.6K)
Meta Platforms, Inc.(METAcusip30303M102)	2.6K	QoQ -0.81% (-21) YoY +2.90% (+72)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$148.1M)	QoQ -2.35% (-$35.5K) YoY +22.12% (+$266.5K)
(SCHAcusip808524607)	59.0K	QoQ +2.24% (-1.3K) YoY +130.63% (+33.4K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$148.1M)	QoQ -7.36% (-$109.9K) YoY +9.74% (+$122.7K)
AMAZON COM INC(AMZNcusip023135106)	6.8K	QoQ -0.23% (-16) YoY +24.11% (+1.3K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$148.1M)	QoQ -13.48% (-$202.1K) YoY +30.91% (+$306.4K)
NVIDIA CORP(NVDAcusip67066G104)	11.5K	QoQ +28.39% (+2.5K) YoY +2113.51% (+10.9K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$148.1M)	QoQ +3.62% (+$43.5K) YoY +165.50% (+$774.6K)
PEPSICO INC(PEPcusip713448108)	7.3K	QoQ +0.12% (-9) YoY -32.01% (-3.4K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$148.1M)	QoQ -1.27% (-$14.1K) YoY -41.75% (-$783.3K)
(cusip464288448)✕	34.4K	QoQ +7.60% (+2.4K) YoY +83.75% (+15.7K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$148.1M)	QoQ +21.90% (+$191.5K) YoY +103.28% (+$541.4K)