Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: PANORAMIC INVESTMENT ADVISORS LLC
  City: DENVER
  State: CO
  Zip: 80246
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $135,674,000
  Total Value Change : $20,007,000
  Securities Held Change : 10
   
All Securities Held : 113
  New Positions : 14
  Closed Positions : 4
  Increased Positions : 46
  Unchanged Positions : 9
  Decreased Positions : 44

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 9     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AINV)1 Year Chart         AINV Apollo Investment Corp 42 - $0.00 $807,000 53,630 0.59% 73,000 0 0.078    Closed - End Fund - Debt
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 45 - $146.31 $731,000 4,950 0.54% 56,000 0 0    Closed - End Fund - E...
   (AZAO)1 Year Chart         AZAO Allianzim Us Large Cap Buff... 62 - $0.00 $494,000 13,750 0.36% 24,000 0 0.134    N/A
   (JUNT)1 Year Chart         JUNT Allianzim Us Large Cap Buff... 77 - $0.00 $329,000 11,250 0.24% 16,000 0 0.133    N/A
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 85 - $39.27 $277,000 6,393 0.2% -3,000 0 0    CATV Systems
   (CLDX)1 Year Chart         CLDX Celldex Therapeutics Inc 88 - $38.21 $273,000 6,500 0.2% 15,000 0 0.01    Diagnostic Substances
   (ZM)1 Year Chart         ZM Zoom Video Communications, ... 95 - $64.16 $261,000 3,988 0.19% -26,000 0 0.002    N/A
   (AZBO)1 Year Chart         AZBO Allianzim Us Large Cap Buff... 98 - $0.00 $254,000 7,500 0.19% 9,000 0 0.074    N/A
   (SOFI)1 Year Chart         SOFI SoFi Technologies, Inc 110 - $7.28 $168,000 23,000 0.12% -61,000 0 0.003    N/A

      9 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results