0001986152-24-000002.txt : 20240123 0001986152-24-000002.hdr.sgml : 20240123 20240123131444 ACCESSION NUMBER: 0001986152-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240123 DATE AS OF CHANGE: 20240123 EFFECTIVENESS DATE: 20240123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PANORAMIC INVESTMENT ADVISORS, LLC CENTRAL INDEX KEY: 0001967332 ORGANIZATION NAME: IRS NUMBER: 823115494 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23152 FILM NUMBER: 24551794 BUSINESS ADDRESS: STREET 1: 650 S. CHERRY ST SUITE 840 CITY: DENVER STATE: CO ZIP: 80246 BUSINESS PHONE: 3038080815 MAIL ADDRESS: STREET 1: 650 S. CHERRY ST SUITE 840 CITY: DENVER STATE: CO ZIP: 80246 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001967332 XXXXXXXX 12-31-2023 12-31-2023 PANORAMIC INVESTMENT ADVISORS, LLC

650 S. CHERRY ST SUITE 840 DENVER CO 80246

13F HOLDINGS REPORT 028-23152 000290770 801-112146 N LINDSAY RIDER 7209844071 LINDSAY RIDER THORNTON CO 01-23-2024 0 103 115669103 false INFORMATION TABLE 2 informationtable31122023.xml FIRST TR EXCHNG TRADED FD VIFT CBOE VEST US33740U3073164887865SHSOLE786500INVESCO EXCH TRADED FD TR IICEF INM COMPSI46138E40436716520443SHSOLE2044300ISHARES TR20 YR TR BD ETF464287432267123627015SHSOLE2472802287ISHARES TRCORE S&P TTL STK4642871505906565613SHSOLE561300ISHARES TRIBONDS DEC 203346436E13075585429240SHSOLE2924000ISHARES TRINTL SEL DIV ETF46428844843094515396SHSOLE1539600ISHARES TRJPMORGAN USD EMG4642882812804503149SHSOLE314900ISHARES TRU.S. MED DVC ETF464288810106870619802SHSOLE1980200J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM46641Q332222624040492SHSOLE3269207800SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797727369595543SHSOLE9554300VANGUARD STAR FDSVG TL INTL STK F921909768107944718624SHSOLE1862400WISDOMTREE TRUS QTLY DIV GRT97717X669105325614987SHSOLE1498700SELECT SECTOR SPDR TRENERGY81369Y506148742617741SHSOLE1671101030INVESCO QQQ TRUNIT SER 146090E10321583085270SHSOLE47760494ISHARES TRISHS 1-5YR INVS4642886464742589249SHSOLE813201117ISHARES TRCORE S&P500 ETF46428720017764423719SHSOLE34500269SCHWAB STRATEGIC TRUS BRD MKT ETF808524102139481225055SHSOLE246270428SCHWAB STRATEGIC TRUS LCAP VA ETF808524409426630960860SHSOLE5874902111VANGUARD WORLD FDSFINANCIALS ETF92204A4053427513715SHSOLE34920223VANGUARD WHITEHALL FDSHIGH DIV YLD921946406236405821178SHSOLE1892202255VANGUARD WORLD FDSINF TECH ETF92204A70213099722707SHSOLE2650056WISDOMTREE TRUS TOTAL DIVIDND97717W10967973410397SHSOLE910801288ISHARES TRBLACKROCK ULTRA46434V878231153445900SHSOLE4590000ISHARES TRTRS FLT RT BD46434V860180011335667SHSOLE3566700SPDR SER TRPORTFOLIO S&P50078464A85410013096179125SHSOLE17912500INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E3544760847598SHSOLE538102217VANGUARD WORLD FDSHEALTH CAR ETF92204A5043339121332SHSOLE11920140AMAZON COM INCCOM0231351068694015722SHSOLE368202040SELECT SECTOR SPDR TRFINANCIAL81369Y6052031365403SHSOLE377301630ISHARES TRMRNING SM CP ETF46428870380067813523SHSOLE1194801574SCHWAB STRATEGIC TRUS LCAP GR ETF808524300285691534437SHSOLE343260111ABBOTT LABSCOM002824100280044125442SHSOLE2544200ALPHABET INCCAP STK CL A02079K305166426711914SHSOLE1066401250ALPHABET INCCAP STK CL C02079K107505938735900SHSOLE351200780ISHARES TRCORE MSCI EAFE46432F842219725231233SHSOLE306670566ISHARES TRCORE S&P MCP ETF4642875079668163488SHSOLE348800ISHARES TRCORE S&P SCP ETF4642878044828544461SHSOLE329901162ISHARES TRCORE US AGGBD ET464287226148396414952SHSOLE1495200ISHARES INCMSCI EMRG CHN46434G76483707515107SHSOLE1410701000ISHARES TRMSCI USA QLT FCT46432F339389746626488SHSOLE2648800VANECK ETF TRUSTMRNGSTR WDE MOAT92189F643452084753268SHSOLE5052702741VANGUARD INDEX FDSGROWTH ETF92290873615990045143SHSOLE5118025ISHARES TRCORE TOTAL USD46434V61351566211193SHSOLE1119300ISHARES TRMSCI USA MIN VOL46429B6975287316776SHSOLE677600FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1047030158783SHSOLE878300VANECK ETF TRUSTMORNINGSTAR SMID92189H7302454807793SHSOLE779300FIDELITY COVINGTON TRUSTMSCI FINLS IDX3160925012814055255SHSOLE49050350J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM46654Q20362662212550SHSOLE945003100META PLATFORMS INCCL A30303M1029132172580SHSOLE18100770PEPSICO INCCOM713448108199185111728SHSOLE1172800TOLL BROTHERS INCCOM8894781036372986200SHSOLE400002200VANGUARD INDEX FDSS&P 500 ETF SHS92290836333665817707SHSOLE7637070WELLTOWER INCCOM95040Q1045613086225SHSOLE622500XCEL ENERGY INCCOM98389B1002168093502SHSOLE350200DOUBLELINE ETF TRUSTOPPORTUNISTIC BD25861R1054116708900SHSOLE640002500VANGUARD WHITEHALL FDSINTL HIGH ETF9219467946033979075SHSOLE530003775SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y2096750814950SHSOLE345001500INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V3574221152675SHSOLE17750900ZOOM VIDEO COMMUNICATIONS INCL A98980L1012867773988SHSOLE271301275ISHARES TRU.S. TECH ETF4642877212219321808SHSOLE180800BARINGS BDC INCCOM06759L10325591629827SHSOLE2982700FS KKR CAP CORPCOM30263520650024825050SHSOLE2505000ISHARES TRS&P MC 400VL ETF4642877055314264660SHSOLE271001950ISHARES TRSP SMCP600VL ETF4642878793251863155SHSOLE210501050VANGUARD BD INDEX FDSINTERMED TERM9219378192482353250SHSOLE23000950SCHWAB STRATEGIC TRUS MID-CAP ETF808524508129372617176SHSOLE1717600SCHWAB STRATEGIC TRUS SML CAP ETF808524607118596625105SHSOLE2510500BERKSHIRE HATHAWAY INC DELCL B NEW08467070215789344427SHSOLE38470580MICROSOFT CORPCOM59491810413771013662SHSOLE31090553APPLE INCCOM03783310014788477681SHSOLE667201009SCHWAB CHARLES CORPCOM80851310595755813918SHSOLE1016803750COMCAST CORP NEWCL A20030N1012803336393SHSOLE639300EXXON MOBIL CORPCOM30231G1023544293545SHSOLE354500FORD MTR CO DELCOM34537086016569913593SHSOLE133930200MERCK & CO INCCOM58933Y1054611554230SHSOLE39200310NVIDIA CORPORATIONCOM67066G104269895545SHSOLE53906TESLA INCCOM88160R1013267511315SHSOLE1250065SCHWAB STRATEGIC TRUS TIPS ETF80852487080428815408SHSOLE1540800NORTHERN LTS FD TR IIIHCM DEFND 10066538R748153474630529SHSOLE3052900NORTHERN LTS FD TR IIIHCM DEFEN 50066538R730138957033763SHSOLE3376300VANGUARD WORLD FDSENERGY ETF92204A3063302682816SHSOLE281600VANGUARD WORLD FDSCONSUM STP ETF92204A2073209461681SHSOLE1646035AIM ETF PRODUCTS TRUSTUS LRGCP B10 JUN00888H74531337311250SHSOLE107500500FIDELITY COVINGTON TRUSTMSCI HLTH CARE I3160926002745084243SHSOLE40640179VANGUARD WORLD FDSUTILITIES ETF92204A8763020412204SHSOLE19290275EATON CORP PLCSHSG29183103221795921SHSOLE92100LOCKHEED MARTIN CORPCOM539830109270131596SHSOLE59600VANGUARD INDEX FDSREAL ESTATE ETF9229085532718663077SHSOLE189301184REALTY INCOME CORPCOM7561091043711556464SHSOLE56170847FS CREDIT OPPORTUNITIES CORPCOMMON STOCK30290Y10125121544306SHSOLE4430600SPDR GOLD TRGOLD SHS78463V1072615211368SHSOLE136800VANECK ETF TRUSTFALLEN ANGEL HG92189F4372075467211SHSOLE721100ISHARES TRMSCI USA ESG SLC4642888022968062953SHSOLE295300AIM ETF PRODUCTS TRUSTUS LRGCP B10 JAN00888H7033055509825SHSOLE250007325AIM ETF PRODUCTS TRUSTUS LRGCP B10 OCT00888H60446972613750SHSOLE1075003000AIM ETF PRODUCTS TRUSTUS LRGCP B20 OCT00888H5052454007500SHSOLE500002500SOFI TECHNOLOGIES INCCOM83406F10222885023000SHSOLE12500010500FIRST TR EXCHANGE-TRADED FDRISNG DIVD ACHIV33738R50688696717166SHSOLE1716600ISHARES TRISHS 5-10YR INVT4642886383153636065SHSOLE499301072ARBOR REALTY TRUST INCCOM03892310820729813656SHSOLE1365600CELLDEX THERAPEUTICS INC NEWCOM NEW15117B2022577906500SHSOLE650000VANGUARD WORLD FDMEGA CAP INDEX9219108732539201500SHSOLE150000MIDCAP FINANCIAL INVSTMNT COCOM NEW03761U50273365853630SHSOLE5363000