PIA
Panoramic Investment Advisors LLC Portfolio
Invests via Panoramic Investment Advisors LLC | Managed by Lindsay Rider, Dustin Dinges, Nick Schneider, Michael Davis, Tim Szymanski, Matt Tuft
Invests via Panoramic Investment Advisors LLC
Managed by Lindsay Rider, Dustin Dinges, Nick Schneider, Michael Davis, Tim Szymanski, Matt Tuft
Automatically Tracked
Company Profile
Established as a dynamic investment firm, Panoramic Investment Advisors LLC is known for its client-centric approach to wealth management and capital growth. This organization specializes in providing tailored financial advisory services, leveraging market insights to identify strategic opportunities across various asset classes. The firm's emphasis on innovative solutions enhances its position within the competitive landscape of institutional and private investors. With a team composed of seasoned professionals possessing diverse industry expertise, it strives to drive sustainable value for clients while navigating evolving market conditions.
Established as a dynamic investment firm, Panoramic Investment Advisors LLC is known for its client-centric approach to wealth management and capital growth. This organization specializes in providing tailored financial advisory services, leveraging market insights to identify strategic opportunities across various asset classes. The firm's emphasis on innovative solutions enhances its position within the competitive landscape of institutional and private investors. With a team composed of seasoned professionals possessing diverse industry expertise, it strives to drive sustainable value for clients while navigating evolving market conditions.
Investment Philosophy & Strategy
A robust understanding of market dynamics positions Panoramic Investment Advisors LLC as a proactive player in the investment landscape. The firm's capital allocation strategy emphasizes innovative avenues for growth, utilizing a diverse array of asset classes to cater to evolving client needs. A focus on distinctive opportunities allows the firm to capitalize on emerging trends and shifts within various sectors. With an experienced team that excels in leveraging analytical insights, they prioritize risk-adjusted strategies designed for long-term viability and returns.
A robust understanding of market dynamics positions Panoramic Investment Advisors LLC as a proactive player in the investment landscape. The firm's capital allocation strategy emphasizes innovative avenues for growth, utilizing a diverse array of asset classes to cater to evolving client needs. A focus on distinctive opportunities allows the firm to capitalize on emerging trends and shifts within various sectors. With an experienced team that excels in leveraging analytical insights, they prioritize risk-adjusted strategies designed for long-term viability and returns.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
55.34%
Gain -0.24%
Monthly
1.13%
Yearly
14.45%
Drawdown
18.46%
$213.27M
Equity
Holdings
$213.27M
Investment
$209.02M
$63.35M
Profit -$510,860.99
Realized
$59.09M
Unrealized
$4.25M
Dividends
$13.67M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.24%
Profit
-$510,860.99
Win %
59%
This Week
Compared To Last Week
Gain
-0.81%
Profit
-$1.75M
Win %
59%
This Month
Compared to last month
Gain
0.43%
Profit
$905,801.31
Win %
59%
This Year
Compared to last year
Gain
1.94%
Profit
$4.06M
Win %
78%
INTC Intel Corporation
+11.79%
+$37,542.4 
AMD Advanced Micro Devices, Inc.
+9.12%
+$42,771.51 
MSTR Strategy Inc.
+7.44%
+$29,460.85 
META Meta Platforms Inc Class A
+6.54%
+$120,358.38 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+5.59%
+$161,483.9 
IBIT iShares Bitcoin Trust
+5.58%
+$141,681.53 
GLW Corning Incorporated
+5.1%
+$8,242.16 
CRWD CrowdStrike Holdings, Inc.
+3.83%
+$37,959.88 
BAI iShares A.I. Innovation and Tech Active ETF
+3.25%
+$100,663.08 
VOX Vanguard Communication Services ETF
+3.06%
+$8,523.28 
TSLA Tesla, Inc.
+3.02%
+$17,507.09 
PLTR Palantir Technologies Inc.
+2.52%
+$8,982.4 
LRCX Lam Research Corporation
+2.49%
+$5,485.44 
QQH HCM Defender 100 Index ETF
+2.44%
+$42,644.07 
MU Micron Technology, Inc.
+2.33%
+$5,817.9 
SPCX Space Exploration Technologies Corp. Class A
+2.27%
+$4,421.33 
EMXC iShares MSCI Emerging Markets ex China ETF
+2.22%
+$22,028.6 
GOOG Alphabet Inc
+2.16%
+$124,090.15 
WELL Welltower Inc.
+2.05%
+$19,758.8 
IXN iShares Global Tech ETF
+1.95%
+$4,723.57 
ETN Eaton Corporation plc
+1.94%
+$7,581.76 
QQQ Invesco QQQ Trust, Series 1
+1.87%
+$74,653.6 
GOOGL Alphabet Inc
+1.86%
+$60,876.11 
IYW iShares U.S. Technology ETF
+1.77%
+$5,636.16 
ABR Arbor Realty Trust Inc.
+1.75%
+$877.95 
VUG Vanguard Growth ETF
+1.6%
+$130,560.48 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.58%
+$24,074.6 
VGT Vanguard Information Technology ETF
+1.54%
+$42,655.32 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.44%
+$89,743.17 
GPIQ Nasdaq 100 Core Premium Income ETF
+1.42%
+$12,443.22 
SCHE Schwab Emerging Markets Equity ETF
+1.3%
+$4,180.89 
LGH HCM Defender 500 Index ETF
+1.3%
+$20,110.67 
MRK Merck & Co., Inc.
+1.26%
+$5,333.12 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.13%
+$14,912.78 
MGC Vanguard Mega Cap ETF
+1.09%
+$3,696 
DSI iShares MSCI KLD 400 Social ETF
+1.07%
+$5,037.5 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+1.06%
+$3,607.6 
SCHF Schwab International Equity ETF
+1.02%
+$3,915.73 
SCHW Charles Schwab Corporation
+1.02%
+$13,998.81 
GRNI Fundstrat Granny Shots US Large Cap & Income ETF
+1.01%
+$3,104.45 
NVDA NVIDIA Corporation
+1.01%
+$32,184 
VOO Vanguard S&P 500 ETF
+0.98%
+$29,820.29 
SCHB Schwab U.S. Broad Market ETF
+0.97%
+$25,647.72 
IVV iShares Core S&P 500 ETF
+0.96%
+$33,813.24 
SCHX Schwab U.S. Large-Cap ETF
+0.96%
+$3,840.47 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.96%
+$10,309.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.96%
+$6,971.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.96%
+$285,624.92 
SPY SPDR S&P 500 ETF Trust
+0.96%
+$2,348.99 
ESGU iShares ESG Aware MSCI USA ETF
+0.95%
+$3,189.74 
VNQ Vanguard Real Estate ETF
+0.92%
+$1,924.4 
IEFA iShares Core MSCI EAFE ETF
+0.91%
+$34,011.79 
ICVT iShares Convertible Bond ETF
+0.9%
+$4,349.28 
SUSA iShares MSCI USA ESG Select ETF
+0.89%
+$1,908.47 
AMZN Amazon.com Inc
+0.89%
+$16,375.89 
QUAL iShares MSCI USA Quality Factor ETF
+0.88%
+$19,782.6 
VCR Vanguard Consumer Discretionary ETF
+0.81%
+$1,709.33 
VYMI Vanguard International High Dividend Yield Index Fund
+0.77%
+$7,248.25 
EFV iShares MSCI EAFE Value ETF
+0.76%
+$16,006.4 
O Realty Income Corporation
+0.74%
+$2,274.72 
RDVY First Trust Rising Dividend Achievers ETF
+0.71%
+$8,044.96 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
+0.63%
+$3,940.35 
GS The Goldman Sachs Group, Inc.
+0.61%
+$1,960.75 
JANT AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.59%
+$6,387.03 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.57%
+$1,173.26 
TLT iShares 20+ Year Treasury Bond ETF
+0.55%
+$13,084.33 
IWM iShares Russell 2000 ETF
+0.55%
+$1,238.44 
SHLD Global X Defense Tech ETF
+0.54%
+$8,429.28 
SCHA Schwab U.S. Small-Cap ETF
+0.54%
+$16,235.1 
VHT Vanguard Health Care ETF
+0.51%
+$1,855.62 
JPM JPMorgan Chase & Co.
+0.51%
+$1,927.52 
IDV iShares International Select Dividend ETF
+0.5%
+$8,313.8 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.48%
+$6,777.87 
SCHV Schwab U.S. Large-Cap Value ETF
+0.47%
+$36,432.32 
HIGH Simplify Enhanced Income ETF
+0.45%
+$1,129.31 
SCHM Schwab U.S. Mid-Cap ETF
+0.43%
+$12,979.95 
JEPI JPMorgan Equity Premium Income Fund
+0.42%
+$13,952.89 
OCTT AllianzIM U.S. Large Cap Buffer10 Oct ETF
+0.41%
+$2,615.55 
IJH iShares Core S&P Mid-Cap ETF
+0.4%
+$2,325.51 
CLDX Celldex Therapeutics Inc.
+0.39%
+$975 
FNCL Fidelity MSCI Financials Index ETF
+0.35%
+$952 
ISCV iShares Morningstar Small-Cap Value ETF
+0.34%
+$3,628.34 
MOAT VanEck Morningstar Wide Moat Fund
+0.32%
+$10,633.5 
IJR iShares Core S&P Small-Cap ETF
+0.31%
+$690.6 
DTD WisdomTree U.S. Total Dividend Fund
+0.3%
+$3,515.09 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.29%
+$1,042.75 
AAPL Apple Inc.
+0.28%
+$8,945.67 
GOVT iShares U.S. Treasury Bond ETF
+0.27%
+$2,145.54 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.26%
+$1,374.1 
APRT AllianzIM U.S. Large Cap Buffer10 April ETF
+0.26%
+$904.5 
DBND DoubleLine Opportunistic Bond ETF
+0.2%
+$1,743.75 
VPLS Vanguard Core-Plus Bond ETF
+0.19%
+$13,399.74 
XLV Health Care Select Sector SPDR Fund
+0.19%
+$648 
DFLV Dimensional US Large Cap Value ETF
+0.18%
+$8,489.55 
PCEF Invesco CEF Income Composite ETF
+0.18%
+$2,114.63 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.18%
+$553.91 
IBD Inspire Corporate Bond ETF
+0.17%
+$580 
SYFI AB Short Duration High Yield ETF
+0.15%
+$861.62 
MPLX MPLX LP
+0.15%
+$340.38 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.13%
+$413.25 
BINC iShares Flexible Income Active ETF
+0.13%
+$825.5 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.13%
+$338.52 
MAXJ iShares Large Cap Max Buffer ETF - June
+0.1%
+$2,005.35 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.09%
+$377 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$1,564.41 
LMT Lockheed Martin Corporation
+0.03%
+$66.36 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
+0.02%
+$215.98 
PNC The PNC Financial Services Group, Inc.
+0.01%
+$51.44 
IJS iShares S&P Small-Cap 600 Value ETF
+0.01%
+$22.95 
CLOA iShares AAA CLO ETF
0%
$0 
XOM Exxon Mobil Corporation
-2.39%
-$17,096.76 
XLE Energy Select Sector SPDR Fund
-2.38%
-$79,763.49 
VDE Vanguard Energy ETF
-1.76%
-$8,872.83 
FIX Comfort Systems USA, Inc.
-1.69%
-$6,273 
GDX VanEck Gold Miners ETF
-1.64%
-$4,631.5 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-1.07%
-$2,462.79 
GLD SPDR Gold Shares
-1%
-$6,720.78 
IAU iShares Gold Trust
-0.98%
-$5,486.07 
XLU Utilities Select Sector SPDR Fund
-0.9%
-$1,711.98 
SLV iShares Silver Trust
-0.72%
-$2,990.22 
KRE SPDR S&P Regional Banking ETF
-0.7%
-$1,530 
DVA DaVita Inc.
-0.67%
-$1,179.24 
PEP PepsiCo, Inc.
-0.61%
-$7,321.72 
BRK-B Berkshire Hathaway Inc.
-0.31%
-$9,347.2 
SPLV Invesco S&P 500 Low Volatility ETF
-0.26%
-$1,473.34 
DVY iShares Select Dividend ETF
-0.22%
-$494.21 
VDC VANGUARD CONSUMER STAPLES ETF
-0.22%
-$1,057.91 
PWR Quanta Services Inc.
-0.18%
-$461.26 
MSFT Microsoft Corp.
-0.18%
-$3,131.13 
FTCS First Trust Capital Strength ETF
-0.14%
-$799.11 
MFIC MidCap Financial Investment Corporation
-0.11%
-$407.8 
SCHD Schwab U.S. Dividend Equity ETF
-0.1%
-$4,634.1 
VOE Vanguard Mid-Cap Value ETF
-0.08%
-$249.56 
COST Costco Wholesale Corporation
-0.08%
-$316.55 
RSP Invesco S&P 500 Equal Weight ETF
-0.07%
-$579 
AVGO Broadcom Inc.
-0.05%
-$324.84 
VYM Vanguard High Dividend Yield ETF
-0.05%
-$1,877.69 
VPU Vanguard Utilities ETF
-0.04%
-$121.12 
IHI iShares U.S. Medical Devices ETF
-0.04%
-$127 
XLF Financial Select Sector SPDR Fund
-0.03%
-$185.56 
ABT Abbott Laboratories
-0.02%
-$268.68 Events
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Dividends
Dividend Analysis
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| Trades 1151 | Longs Won 849/1151 73% | Profit Factor 5.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $293,909.48 |
| Average Win $89,793.92 | Best Trade (Mar 30) $5.02M | Sharpe Ratio -10.33 |
| Average Loss -$42,682.16 | Worst Trade (Jun 30) -$2.14M | Z-Score -9.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 4d | Expectancy $55,034.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,000 | 4,500 | 4,000 | 3,500 | 3,000 | 2,500 | 2,000 | 1,500 | 1,000 | 500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,671 | $2.8M | $3.26M | - | $461,208.9 | 16.48% | +0.275% |
| ABR Arbor Realty Trust Inc. | 11,706 | $90,253.22 | $50,979.63 | - | -$39,273.59 | -43.51% | +1.752% |
| ABT Abbott Laboratories | 10,747 | $975,172 | $1.1M | - | $127,308.99 | 13.06% | -0.024% |
| AMD Advanced Micro Devices, Inc. | 838 | $486,803 | $511,900.68 | - | $25,097.68 | 5.16% | +9.117% |
| AMZN Amazon.com Inc | 7,246 | $1.73M | $1.85M | - | $127,746.62 | 7.4% | +0.891% |
| APRT AllianzIM U.S. Large Cap Buffer10 April ETF | 7,525 | $345,200 | $353,750.25 | - | $8,550.25 | 2.48% | +0.256% |
| AVGO Broadcom Inc. | 1,756 | $663,329 | $627,638.3 | - | -$35,690.7 | -5.38% | -0.052% |
| AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF | 7,500 | $306,825 | $314,288.25 | - | $7,463.25 | 2.43% | +0.132% |
| BAI iShares A.I. Innovation and Tech Active ETF | 68,712 | $3.62M | $3.2M | - | -$420,154.24 | -11.6% | +3.245% |
| BINC iShares Flexible Income Active ETF | 12,700 | $664,718 | $651,700.5 | - | -$13,017.5 | -1.96% | +0.127% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 4,850 | $371,995 | $359,748.75 | - | -$12,246.25 | -3.29% | +0.291% |
| BRK-B Berkshire Hathaway Inc. | 5,842 | $2.92M | $2.97M | - | $45,451.14 | 1.55% | -0.314% |
| CLDX Celldex Therapeutics Inc. | 6,500 | $241,865 | $249,535 | - | $7,670 | 3.17% | +0.392% |
| CLOA iShares AAA CLO ETF | 15,236 | $790,901 | $791,357.84 | - | $456.84 | 0.06% | 0.0 |
| COST Costco Wholesale Corporation | 449 | $420,153 | $401,677.64 | - | -$18,475.36 | -4.4% | -0.079% |
| CRWD CrowdStrike Holdings, Inc. | 4,176 | $796,718.16 | $1.03M | - | $233,668.08 | 29.33% | +3.825% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 6,220 | $339,799 | $344,152.6 | - | $4,353.6 | 1.28% | +1.059% |
| DBND DoubleLine Opportunistic Bond ETF | 19,375 | $883,316 | $856,375 | - | -$26,941 | -3.05% | +0.204% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 4,601 | $204,078 | $207,528.1 | - | $3,450.1 | 1.69% | +0.569% |
| DFLV Dimensional US Large Cap Value ETF | 113,194 | $4.48M | $4.66M | - | $185,071.95 | 4.14% | +0.182% |
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FAQ
Which stocks have generated the highest profits for Panoramic Investment Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR Portfolio S&P 500 ETF - $7.91M, Alphabet Inc - $6.58M, Trinity Capital Inc - $3.43M, Schwab U.S. Large-Cap Growth ETF - $2.8M, and Alphabet Inc - $2.49M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Arbor Realty Trust Inc - $1.98M, Roundhill Bitcoin Strategy ETF - $1.58M, Sixth Street Specialty Lending Inc - $531,620.06, Lument Finance Trust Inc - $373,636.41, and Blue Owl Capital Corporation - $230,575.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Panoramic Investment Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.67M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.13M, Trinity Capital Inc - $661,714.8, Vanguard Core-Plus Bond ETF - $522,878.66, iShares Short Treasury Bond ETF - $492,509.9, and Bain Capital Specialty Finance Inc - $488,539.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Panoramic Investment Advisors LLC's monthly returns?
Panoramic Investment Advisors LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Panoramic Investment Advisors LLC's strategy be considered aggressive or moderate?
Panoramic Investment Advisors LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Panoramic Investment Advisors LLC's strategy?
Panoramic Investment Advisors LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
