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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
SPLGSpdr Ser Tr
Recent Activity
Increased 33.14%
11.83%
$17.12M
253,595 shares@ $67.52 avg price
VPLSVanguard Malvern Fds
Recent Activity
Increased 2677.37%
4.44%
$6.415M
80,877 shares@ $79.33 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 3.08%
3.6%
$5.207M
64,783 shares@ $80.38 avg price
SCHDSchwab Strategic Tr
Recent Activity
Decreased -41.78%
3.3%
$4.763M
56,345 shares@ $84.54 avg price
QUALIshares Tr
Recent Activity
Decreased -0.67%
3.12%
$4.505M
25,124 shares@ $179.3 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -18.34%
3%
$4.336M
25,936 shares@ $167.19 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -18.59%
2.9%
$4.184M
43,156 shares@ $96.96 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 1.6%
2.59%
$3.745M
35,950 shares@ $104.19 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -25.22%
2.14%
$3.087M
5,850 shares@ $527.66 avg price
TLTIshares Tr
Recent Activity
Decreased -12.58%
2%
$2.892M
29,483 shares@ $98.1 avg price