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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
TFLOIshares Tr
Recent Activity
Exited
0%
$829,542
16,365 shares@ $50.7 avg price
USMVIshares Tr
Recent Activity
Exited
0%
$557,479
6,670 shares@ $83.59 avg price
ANGLVaneck Etf Trust
Recent Activity
Exited
0%
$328,764
11,329 shares@ $29.02 avg price
EMBIshares Tr
Recent Activity
Exited
0%
$295,014
3,290 shares@ $89.67 avg price
IUSBIshares Tr
Recent Activity
Exited
0%
$286,624
6,287 shares@ $45.59 avg price
ZMZoom Video Communications In
Recent Activity
Exited
0%
$260,696
3,988 shares@ $65.38 avg price
DFACDimensional Etf Trust
Recent Activity
Exited
0%
$226,462
7,088 shares@ $31.96 avg price
MSTRMicrostrategy Inc
Recent Activity
Exited
0%
$211,365
124 shares@ $1704.56 avg price