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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
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 5.82%
2%
$2.881M
48,408 shares@ $59.52 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 1.66%
1.96%
$2.827M
22,053 shares@ $128.21 avg price
VUGVanguard Index Fds
Recent Activity
Increased 38.75%
1.89%
$2.729M
7,108 shares@ $383.91 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 1.85%
1.85%
$2.669M
5,468 shares@ $488.07 avg price
IVVIshares Tr
Recent Activity
Increased 7.1%
1.67%
$2.413M
4,183 shares@ $576.84 avg price
AAPLApple Inc
Recent Activity
Increased 4.53%
1.65%
$2.374M
10,188 shares@ $233.0 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 16.84%
1.61%
$2.319M
5,038 shares@ $460.27 avg price
ICSHIshares Tr
Recent Activity
Decreased -5.64%
1.54%
$2.229M
43,928 shares@ $50.75 avg price
FBTCFidelity Wise Origin Bitcoin
Recent Activity
Decreased -54.76%
1.47%
$2.124M
38,250 shares@ $55.54 avg price
DFLVDimensional Etf Trust
Recent Activity
New Position
1.38%
$1.985M
64,412 shares@ $30.82 avg price