PANORAMIC INVESTMENT ADVISORS, LLC holdings history

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112 is the total number of securities PANORAMIC INVESTMENT ADVISORS, LLC has owned. The longest PANORAMIC INVESTMENT ADVISORS, LLC has owned a single stock is 2 quarters.

PANORAMIC INVESTMENT ADVISORS, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHD SCHWAB STRATEGIC TR116.19%8.09%9.98%Q4 2022Q3 20232
SPLG SPDR SER TR116.75%7.46%8.18%Q4 2022Q3 20232
GOOG ALPHABET INC114.69%4.79%4.88%Q4 2022Q3 20232
SCHV SCHWAB STRATEGIC TR113.56%3.72%3.87%Q4 2022Q3 20232
MOAT VANECK ETF TRUST113.23%3.37%3.52%Q4 2022Q3 20232
AGG ISHARES TR112.28%3.13%3.98%Q4 2022Q3 20232
ABT ABBOTT LABS112.43%3.11%3.79%Q4 2022Q3 20232
ICSH ISHARES TR112.49%2.91%3.32%Q4 2022Q3 20232
VOO VANGUARD INDEX FDS112.86%2.90%2.94%Q4 2022Q3 20232
PEP PEPSICO INC111.92%2.35%2.77%Q4 2022Q3 20232
SCHG SCHWAB STRATEGIC TR112.09%2.23%2.36%Q4 2022Q3 20232
VYM VANGUARD WHITEHALL FDS112.00%2.10%2.19%Q4 2022Q3 20232
TFLO ISHARES TR111.76%2.08%2.40%Q4 2022Q3 20232
BRKB BERKSHIRE HATHAWAY INC...111.61%1.80%2.00%Q4 2022Q3 20232
IEFA ISHARES TR111.33%1.70%2.06%Q4 2022Q3 20232
QQQ INVESCO QQQ TR111.41%1.58%1.75%Q4 2022Q3 20232
XLE SELECT SECTOR SPDR TR111.38%1.38%1.39%Q4 2022Q3 20232
IVV ISHARES TR111.29%1.36%1.44%Q4 2022Q3 20232
VUG VANGUARD INDEX FDS111.26%1.32%1.38%Q4 2022Q3 20232
IHI ISHARES TR110.99%1.26%1.54%Q4 2022Q3 20232
GOOGL ALPHABET INC111.17%1.24%1.32%Q4 2022Q3 20232
QQH NORTHERN LTS FD TR III111.04%1.18%1.32%Q4 2022Q3 20232
SCHB SCHWAB STRATEGIC TR111.14%1.17%1.19%Q4 2022Q3 20232
JEPI J P MORGAN EXCHANGE TR...110.64%1.17%1.70%Q4 2022Q3 20232
LGH NORTHERN LTS FD TR III111.09%1.13%1.18%Q4 2022Q3 20232
SCHM SCHWAB STRATEGIC TR111.07%1.13%1.19%Q4 2022Q3 20232
AAPL APPLE INC111.06%1.12%1.18%Q4 2022Q3 20232
FTCS FIRST TR EXCHANGE-TRAD...110.78%1.06%1.34%Q4 2022Q3 20232
VGT VANGUARD WORLD FDS110.89%0.98%1.07%Q4 2022Q3 20232
MSFT MICROSOFT CORP110.96%0.97%0.98%Q4 2022Q3 20232
SCHA SCHWAB STRATEGIC TR110.93%0.96%0.98%Q4 2022Q3 20232
VXUS VANGUARD STAR FDS110.92%0.96%0.99%Q4 2022Q3 20232
IJH ISHARES TR110.82%0.92%1.01%Q4 2022Q3 20232
SCHP SCHWAB STRATEGIC TR110.71%0.86%1.01%Q4 2022Q3 20232
IJR ISHARES TR110.44%0.81%1.18%Q4 2022Q3 20232
RDVY FIRST TR EXCHANGE-TRAD...110.72%0.78%0.83%Q4 2022Q3 20232
EMXC ISHARES INC110.42%0.72%1.02%Q4 2022Q3 20232
ISCV ISHARES TR110.68%0.72%0.76%Q4 2022Q3 20232
AMZN AMAZON COM INC110.64%0.69%0.74%Q4 2022Q3 20232
AINV MIDCAP FINANCIAL INVST...110.63%0.65%0.68%Q4 2022Q3 20232
MRK MERCK & CO INC110.50%0.60%0.71%Q4 2022Q3 20232
DTD WISDOMTREE TR110.57%0.59%0.61%Q4 2022Q3 20232
FSMB FIRST TR EXCH TRADED F...110.35%0.58%0.81%Q4 2022Q3 20232
XLV SELECT SECTOR SPDR TR110.54%0.56%0.59%Q4 2022Q3 20232
IGSB ISHARES TR110.47%0.54%0.61%Q4 2022Q3 20232
ITOT ISHARES TR110.50%0.50%0.51%Q4 2022Q3 20232
FSK FS KKR CAP CORP110.45%0.46%0.47%Q4 2022Q3 20232
WELL WELLTOWER INC110.44%0.46%0.48%Q4 2022Q3 20232
SPLV INVESCO EXCH TRADED FD...110.41%0.46%0.51%Q4 2022Q3 20232
IUSB ISHARES TR110.44%0.45%0.47%Q4 2022Q3 20232
VNQ VANGUARD INDEX FDS110.22%0.43%0.64%Q4 2022Q3 20232
IGIB ISHARES TR110.36%0.42%0.47%Q4 2022Q3 20232
VYMI VANGUARD WHITEHALL FDS110.31%0.41%0.52%Q4 2022Q3 20232
XOM EXXON MOBIL CORP110.38%0.39%0.40%Q4 2022Q3 20232
AZAO AIM ETF PRODUCTS TRUST110.39%0.39%0.39%Q4 2022Q3 20232
VPU VANGUARD WORLD FDS110.34%0.39%0.45%Q4 2022Q3 20232
IJJ ISHARES TR110.34%0.39%0.43%Q4 2022Q3 20232
VDE VANGUARD WORLD FDS110.37%0.38%0.39%Q4 2022Q3 20232
O REALTY INCOME CORP110.29%0.35%0.40%Q4 2022Q3 20232
FSEP FIRST TR EXCHNG TRADED...110.31%0.33%0.35%Q4 2022Q3 20232
PCEF INVESCO EXCH TRADED FD...110.31%0.32%0.34%Q4 2022Q3 20232
VHT VANGUARD WORLD FDS110.29%0.32%0.36%Q4 2022Q3 20232
VFH VANGUARD WORLD FDS110.28%0.32%0.35%Q4 2022Q3 20232
SUSA ISHARES TR110.24%0.30%0.36%Q4 2022Q3 20232
PFF ISHARES TR110.28%0.29%0.30%Q4 2022Q3 20232
FNCL FIDELITY COVINGTON TRUST110.23%0.29%0.35%Q4 2022Q3 20232
FHLC FIDELITY COVINGTON TRUST110.26%0.29%0.32%Q4 2022Q3 20232
VDC VANGUARD WORLD FDS110.25%0.27%0.29%Q4 2022Q3 20232
IDV ISHARES TR110.25%0.27%0.29%Q4 2022Q3 20232
BBDC BARINGS BDC INC110.25%0.27%0.29%Q4 2022Q3 20232
CMCSA COMCAST CORP NEW110.26%0.27%0.27%Q4 2022Q3 20232
ABR ARBOR REALTY TRUST INC110.25%0.26%0.26%Q4 2022Q3 20232
XEL XCEL ENERGY INC110.19%0.24%0.30%Q4 2022Q3 20232
FS CREDIT OPPORTUNITIE...110.18%0.24%0.29%Q4 2022Q3 20232
GLD SPDR GOLD TR110.23%0.23%0.24%Q4 2022Q3 20232
LMT LOCKHEED MARTIN CORP110.20%0.23%0.25%Q4 2022Q3 20232
MGC VANGUARD WORLD FD110.21%0.22%0.24%Q4 2022Q3 20232
F FORD MTR CO DEL110.16%0.22%0.28%Q4 2022Q3 20232
AZBO AIM ETF PRODUCTS TRUST110.21%0.21%0.21%Q4 2022Q3 20232
PGF INVESCO EXCHANGE TRADE...110.18%0.19%0.20%Q4 2022Q3 20232
AETHLON MED INC110.01%0.01%0.01%Q4 2022Q3 20232
QUAL ISHARES TR113.37%3.37%3.37%Q3 2023Q3 20231
TLT ISHARES TR111.44%1.44%1.44%Q3 2023Q3 20231
FTGC FIRST TR EXCHANGE TRAD...111.12%1.12%1.12%Q4 2022Q4 20221
VBR VANGUARD INDEX FDS110.80%0.80%0.80%Q4 2022Q4 20221
SCHW SCHWAB CHARLES CORP110.70%0.70%0.70%Q3 2023Q3 20231
FB META PLATFORMS INC110.70%0.70%0.70%Q3 2023Q3 20231
USMV ISHARES TR110.62%0.62%0.62%Q3 2023Q3 20231
DGRW WISDOMTREE TR110.58%0.58%0.58%Q3 2023Q3 20231
LMBS FIRST TR EXCHANGE-TRAD...110.54%0.54%0.54%Q4 2022Q4 20221
J P MORGAN EXCHANGE TR...110.53%0.53%0.53%Q3 2023Q3 20231
TOL TOLL BROTHERS INC110.42%0.42%0.42%Q3 2023Q3 20231
SPYD SPDR SER TR110.35%0.35%0.35%Q4 2022Q4 20221
BAX BAXTER INTL INC110.34%0.34%0.34%Q4 2022Q4 20221
CLDX CELLDEX THERAPEUTICS I...110.30%0.30%0.30%Q4 2022Q4 20221
MMM 3M CO110.27%0.27%0.27%Q4 2022Q4 20221
PM PHILIP MORRIS INTL INC110.27%0.27%0.27%Q4 2022Q4 20221
AIM ETF PRODUCTS TRUST110.26%0.26%0.26%Q3 2023Q3 20231
IJS ISHARES TR110.26%0.26%0.26%Q3 2023Q3 20231
AZAJ AIM ETF PRODUCTS TRUST110.25%0.25%0.25%Q3 2023Q3 20231
RSP INVESCO EXCHANGE TRADE...110.24%0.24%0.24%Q3 2023Q3 20231
EMB ISHARES TR110.24%0.24%0.24%Q3 2023Q3 20231
ANGL VANECK ETF TRUST110.23%0.23%0.23%Q4 2022Q4 20221
IAU ISHARES GOLD TR110.23%0.23%0.23%Q4 2022Q4 20221
TIP ISHARES TR110.22%0.22%0.22%Q4 2022Q4 20221
BIV VANGUARD BD INDEX FDS110.22%0.22%0.22%Q3 2023Q3 20231
XLF SELECT SECTOR SPDR TR110.20%0.20%0.20%Q4 2022Q4 20221
VANECK ETF TRUST110.20%0.20%0.20%Q3 2023Q3 20231
T AT&T INC110.20%0.20%0.20%Q4 2022Q4 20221
BLV VANGUARD BD INDEX FDS110.19%0.19%0.19%Q3 2023Q3 20231
TSLA TESLA INC110.19%0.19%0.19%Q3 2023Q3 20231
SOFI SOFI TECHNOLOGIES INC110.11%0.11%0.11%Q3 2023Q3 20231
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The securities at the top of the list , including SCHWAB STRATEGIC TR, SPDR SER TR, and ALPHABET INC, are the highest-conviction holdings of PANORAMIC INVESTMENT ADVISORS, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by PANORAMIC INVESTMENT ADVISORS, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that PANORAMIC INVESTMENT ADVISORS, LLC owns currently or has owned in the past.