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:
47.47%
Gain +0.5%
Monthly
1.17%
Yearly
15.01%
Drawdown
18.46%
$213.03M
Equity
Holdings
$213.03M
Investment
$206.28M
$62.67M
Profit +$1.04M
Realized
$55.92M
Unrealized
$6.75M
Dividends
$14.49M
Goals
Avg. 81% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.5%
Profit
$1.04M
Win %
74%
This Week
Compared To Last Week
Gain
1.33%
Profit
$2.8M
Win %
74%
This Month
Compared to last month
Gain
1.33%
Profit
$2.8M
Win %
74%
This Year
Compared to last year
Gain
3.09%
Profit
$6.38M
Win %
86%
ABR Arbor Realty Trust Inc.
+4.59%
+$210,842.72 
HTGC Hercules Capital Inc.
+3.01%
+$383,892 
OKE ONEOK, Inc.
+1.95%
+$7,304.52 
SACH Sachem Capital Corp.
+1.24%
+$28,280.61 
TRIN Trinity Capital Inc.
+0.8%
+$181,647.2 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$8,960.49 
OHI Omega Healthcare Investors Inc.
+0.46%
+$56,050.77 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.44%
+$69,725.79 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$76,605.34 
RITM Rithm Capital Corp.
+0.1%
+$2,508.88 
CSWC Capital Southwest Corporation
0%
$0 
LFT Lument Finance Trust Inc.
-8.33%
-$83,030.16 
YBTC Roundhill Bitcoin Strategy ETF
-3%
-$322,817.01 
PSLV Sprott Physical Silver Trust
-1.98%
-$7,456.74 
LOAN Manhattan Bridge Capital Inc.
-1.42%
-$26,477.16 
XOM Exxon Mobil Corporation
-0.97%
-$6,202.62 
OCSL Oaktree Specialty Lending Corporation
-0.85%
-$124,120.4 
BCSF Bain Capital Specialty Finance Inc.
-0.56%
-$81,423.23 
TSLX Sixth Street Specialty Lending Inc.
-0.46%
-$48,883.76 
GAIN Gladstone Investment Corporation
-0.43%
-$74,877.95 
ARCC Ares Capital Corporation
-0.37%
-$57,119.58 
OBDC Blue Owl Capital Corporation
-0.37%
-$48,543.36 Events
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Dividends
Dividend Analysis
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| Trades 1010 | Longs Won 776/1010 76% | Profit Factor 7.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $335,865.49 |
| Average Win $93,481.59 | Best Trade (Mar 30) $5.02M | Sharpe Ratio -12.07 |
| Average Loss -$42,179.29 | Worst Trade (Aug 02) -$2.56M | Z-Score -5.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 5d | Expectancy $62,051.25 |
| 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 | 5,051 | 4,545 | 4,040 | 3,535 | 3,030 | 2,525 | 2,020 | 1,515 | 1,010 | 505 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $7.83M, Alphabet Inc - $6.57M, Schwab U.S. Large-Cap Growth ETF - $2.8M, Alphabet Inc - $2.49M, and Vanguard S&P 500 ETF - $2.02M. 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: PepsiCo, Inc - $174,610.9, Strategy Inc - $149,432.24, Celldex Therapeutics Inc - $147,680, Pacer US Small Cap Cash Cows 100 ETF - $117,900.53, and Baxter International Inc - $79,561.43. 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 $14.49M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.37M, Trinity Capital Inc - $882,286.4, Virtus InfraCap U.S. Preferred Stock ETF - $534,951.76, Bain Capital Specialty Finance Inc - $488,539.38, and iShares Short Treasury Bond ETF - $441,930.6. 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.
