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Lindsay Marie Rider

@Panoramic Investment Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$144.74MTotal holdings118
Assets growth rate6.68%Assets growth rate (2-Q avg)11.99%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Panoramic Investment Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 118 positions.

Assets under management

The assets under management (AUM) of Panoramic Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 144.74M in assets, with a quarterly growth rate of 6.68% and a 2-quarter average growth rate of 11.99%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFLVDimensional Etf Trust
Recent Activity
New Position
1.38%
$1.985M
64,412 shares@ $30.82 avg price
MAXJIshares Tr
Recent Activity
New Position
1.03%
$1.479M
56,900 shares@ $25.99 avg price
SILASila Realty Trust Inc
Recent Activity
New Position
0.45%
$648,360
25,637 shares@ $25.3 avg price
IFRAIshares Tr
Recent Activity
New Position
0.37%
$526,700
11,214 shares@ $46.97 avg price
DGDollar Gen Corp New
Recent Activity
New Position
0.3%
$423,442
5,007 shares@ $84.58 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.29%
$416,478
15,957 shares@ $26.11 avg price
EVSMMorgan Stanley Etf Trust
Recent Activity
New Position
0.27%
$384,902
7,660 shares@ $50.25 avg price
APRTAim Etf Products Trust
Recent Activity
New Position
0.2%
$284,313
7,525 shares@ $37.79 avg price
HIGHSimplify Exchange Traded Fun
Recent Activity
New Position
0.17%
$235,622
10,050 shares@ $23.45 avg price
SCHESchwab Strategic Tr
Recent Activity
New Position
0.16%
$230,069
7,884 shares@ $29.19 avg price