Panoramic Investment Advisors 13F annual report
Panoramic Investment Advisors is an investment fund managing more than $133 billion ran by Lindsay Rider. There are currently 63 companies in Mrs. Rider’s portfolio. The largest investments include Spdr Ser Tr and Schwab Strategic Tr, together worth $32.5 billion.
$133 billion Assets Under Management (AUM)
As of 11th April 2024, Panoramic Investment Advisors’s top holding is 190,476 shares of Spdr Ser Tr currently worth over $11.7 billion and making up 8.8% of the portfolio value.
In addition, the fund holds 277,216 shares of Schwab Strategic Tr worth $20.8 billion.
The third-largest holding is Fidelity Wise Origin Bitcoin worth $5.25 billion and the next is Ishares Bitcoin Tr worth $4.92 billion, with 121,605 shares owned.
Currently, Panoramic Investment Advisors's portfolio is worth at least $133 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Panoramic Investment Advisors
The Panoramic Investment Advisors office and employees reside in Denver, Colorado. According to the last 13-F report filed with the SEC, Lindsay Rider serves as the COMPLIANCE DELEGATE at Panoramic Investment Advisors.
Recent trades
In the most recent 13F filing, Panoramic Investment Advisors revealed that it had opened a new position in
Fidelity Wise Origin Bitcoin and bought 84,562 shares worth $5.25 billion.
The investment fund also strengthened its position in Spdr Ser Tr by buying
11,351 additional shares.
This makes their stake in Spdr Ser Tr total 190,476 shares worth $11.7 billion.
On the other hand, there are companies that Panoramic Investment Advisors is getting rid of from its portfolio.
Panoramic Investment Advisors closed its position in Ishares Tr on 18th April 2024.
It sold the previously owned 14,952 shares for $1.48 billion.
Lindsay Rider also disclosed a decreased stake in Alphabet Inc by approximately 0.1%.
This leaves the value of the investment at $6.6 billion and 43,442 shares.
One of the smallest hedge funds
The two most similar investment funds to Panoramic Investment Advisors are Barnett and Boyar Asset Management Inc. They manage $133 billion and $133 billion respectively.
Lindsay Rider investment strategy
Panoramic Investment Advisors’s portfolio is diversified across 9 sectors.
Currently, their heaviest sector is Technology — making up 7.5% of
the total portfolio value.
The fund focuses on investments in the United States as
33.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
22% of the total holdings value.
On the other hand, small-cap stocks make up only 3.2% of the portfolio.
The average market cap of the portfolio companies is close to $369 billion.
The complete list of Panoramic Investment Advisors trades based on 13F SEC filings
These positions were updated on April 18th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr Ser Tr |
6.34%
190,476
|
$11,720,005,000 | 8.79% |
| Schwab Strategic Tr |
1.33%
277,216
|
$20,818,083,000 | 15.62% |
| Fidelity Wise Origin Bitcoin |
Opened
84,562
|
$5,247,918,000 | 3.94% |
| Ishares Bitcoin Tr |
Opened
121,605
|
$4,921,354,000 | 3.69% |
| Alphabet Inc |
9.14%
43,442
|
$6,598,943,000 | 4.95% |
| VanEck ETF Trust |
6.39%
64,346
|
$5,094,983,000 | 3.82% |
| Ishares Tr |
9.48%
339,992
|
$24,538,818,000 | 18.41% |
| Vanguard Index Fds |
0.66%
16,032
|
$5,790,614,000 | 4.34% |
| J P Morgan Exchange Traded F |
10.38%
58,549
|
$3,341,315,000 | 2.51% |
| Vanguard Whitehall Fds |
1.63%
30,745
|
$3,247,564,000 | 2.44% |
| Abbott Labs |
10.27%
22,829
|
$2,594,767,000 | 1.95% |
| Pepsico Inc |
8.60%
10,719
|
$1,875,912,000 | 1.41% |
| Berkshire Hathaway Inc. |
2.60%
4,312
|
$1,813,282,000 | 1.36% |
| Select Sector Spdr Tr |
6.40%
29,891
|
$2,763,822,000 | 2.07% |
| Apple Inc |
26.90%
9,747
|
$1,671,473,000 | 1.25% |
| Vanguard World Fd |
0.48%
16,031
|
$3,555,534,000 | 2.67% |
| Northern Lts Fd Tr Iii |
9.80%
57,991
|
$2,927,624,000 | 2.20% |
| Ishares Tr |
Closed
14,952
|
$1,483,964,000 | |
| Microsoft Corporation |
4.70%
3,490
|
$1,468,231,000 | 1.10% |
| Wisdomtree Tr |
11.45%
28,291
|
$2,098,975,000 | 1.57% |
| Meta Platforms Inc |
3.88%
2,480
|
$1,204,336,000 | 0.90% |
| Vanguard Star Fds |
4.68%
17,752
|
$1,070,446,000 | 0.80% |
| Amazon.com Inc. |
3.98%
5,494
|
$991,008,000 | 0.74% |
| Schwab Charles Corp |
2.34%
13,593
|
$983,318,000 | 0.74% |
| First Tr Exchange-traded Fd |
2.45%
25,313
|
$1,667,861,000 | 1.25% |
| Midcap Financial Invstmnt Co |
No change
53,630
|
$806,595,000 | 0.61% |
| Tesla Inc |
184.71%
3,744
|
$658,158,000 | 0.49% |
| Doubleline Etf Trust |
57.87%
14,050
|
$644,614,000 | 0.48% |
| Welltower Inc. |
6.43%
5,825
|
$544,288,000 | 0.41% |
| Invesco Exchange Traded Fd T |
20.00%
3,210
|
$543,678,000 | 0.41% |
| Merck & Co Inc |
4.35%
4,046
|
$533,870,000 | 0.40% |
| Ishares Inc |
39.55%
9,132
|
$525,725,000 | 0.39% |
| Grayscale Bitcoin Tr Btc |
Opened
8,048
|
$508,392,000 | 0.38% |
| Invesco Exch Traded Fd Tr Ii |
15.35%
32,344
|
$968,685,000 | 0.73% |
| Aim Etf Products Trust |
4.37%
44,175
|
$1,462,138,000 | 1.10% |
| NVIDIA Corp |
4.95%
518
|
$468,044,000 | 0.35% |
| Fs Kkr Cap Corp |
10.94%
22,309
|
$425,433,000 | 0.32% |
| Exxon Mobil Corp. |
1.50%
3,598
|
$418,232,000 | 0.31% |
| Pacer Fds Tr |
Opened
8,065
|
$396,475,000 | 0.30% |
| Realty Income Corp. |
1.19%
6,541
|
$353,852,000 | 0.27% |
| Vanguard Bd Index Fds |
36.92%
4,450
|
$335,530,000 | 0.25% |
| Pfizer Inc. |
Opened
11,862
|
$329,180,000 | 0.25% |
| First Tr Exchng Traded Fd Vi |
Closed
7,865
|
$316,488,000 | |
| Eaton Corp Plc |
1.41%
934
|
$292,043,000 | 0.22% |
| Comcast Corp New |
No change
6,393
|
$277,137,000 | 0.21% |
| Fidelity Covington Trust |
13.73%
8,194
|
$527,559,000 | 0.40% |
| Celldex Therapeutics Inc. |
No change
6,500
|
$272,805,000 | 0.20% |
| Lockheed Martin Corp. |
1.51%
587
|
$267,009,000 | 0.20% |
| Ishares Gold Tr |
Opened
6,316
|
$265,335,000 | 0.20% |
| Spdr Gold Tr |
6.65%
1,277
|
$262,704,000 | 0.20% |
| Zoom Video Communications In |
No change
3,988
|
$260,696,000 | 0.20% |
| Fs Credit Opportunities Corp |
2.09%
43,381
|
$257,249,000 | 0.19% |
| Barings BDC Inc |
11.01%
26,542
|
$246,841,000 | 0.19% |
| Toll Brothers Inc. |
69.35%
1,900
|
$245,803,000 | 0.18% |
| VanEck ETF Trust |
Closed
7,793
|
$245,480,000 | |
| Dimensional Etf Trust |
Opened
7,088
|
$226,462,000 | 0.17% |
| Vanguard Malvern Fds |
Opened
2,912
|
$223,409,000 | 0.17% |
| Xcel Energy Inc. |
Closed
3,502
|
$216,809,000 | |
| Blackrock Etf Trust Ii |
Opened
4,100
|
$215,086,000 | 0.16% |
| Spdr S&p 500 Etf Tr |
Opened
405
|
$211,843,000 | 0.16% |
| Microstrategy Inc. |
Opened
124
|
$211,365,000 | 0.16% |
| Schwab Strategic Tr |
Opened
3,346
|
$207,643,000 | 0.16% |
| Vanguard Index Fds |
Opened
1,330
|
$207,343,000 | 0.16% |
| DaVita Inc |
Opened
1,473
|
$203,348,000 | 0.15% |
| Arbor Realty Trust Inc. |
3.66%
13,156
|
$174,317,000 | 0.13% |
| SoFi Technologies, Inc. |
No change
23,000
|
$167,900,000 | 0.13% |
| Ford Mtr Co Del |
22.07%
10,593
|
$140,675,000 | 0.11% |
| No transactions found | |||
| Showing first 500 out of 67 holdings | |||
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