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  Name: PANORAMIC INVESTMENT ADVISORS LLC
  City: DENVER
  State: CO
  Zip: 80246
   
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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
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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (FBTC)1 Year Chart         FBTC Fidelity Wise Origin Bitcoi... 3 New $0.00 $5,248,000 84,562 3.87% 5,248,000 84,562 0.94    N/A
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 4 New $38.28 $4,921,000 121,605 3.63% 4,921,000 121,605 1.351    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 60 New $0.00 $508,000 8,048 0.37% 508,000 8,048 0.002    N/A
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 68 New $0.00 $396,000 8,065 0.29% 396,000 8,065 0.008    N/A
   (PFE)1 Year Chart         PFE Pfizer Inc 79 New $28.64 $329,000 11,862 0.24% 329,000 11,862 0    Drug Manufacturers - ...
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 91 New $45.69 $265,000 6,316 0.2% 265,000 6,316 0    Closed - End Fund - E...
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 102 New $32.05 $226,000 7,088 0.17% 226,000 7,088 0.001    N/A
   (VPLS)1 Year Chart         VPLS Vanguard Core Plus Bond ETF New $0.00 $223,000 2,912 0.16% 223,000 2,912 0.032    N/A
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 103 New $0.00 $215,000 4,100 0.16% 215,000 4,100 0.005    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 104 New $529.45 $212,000 405 0.16% 212,000 405 0    Closed - End Fund - E...
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 105 New $1,584.50 $211,000 124 0.16% 211,000 124 0.001    Business Software & S...
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 106 New $62.78 $208,000 3,346 0.15% 208,000 3,346 0    Closed - End Fund - Debt
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 107 New $155.59 $207,000 1,330 0.15% 207,000 1,330 0.001    Closed - End Fund - E...
   (DVA)1 Year Chart         DVA Davita Healthcare Partners 108 New $139.82 $203,000 1,473 0.15% 203,000 1,473 0.001    Specialized Health Se...
      14 Records Found
  1    
Page 1 of 1
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