PW
| |
Pandora Wealth, Inc.13F | |
| Pandora Wealth, Inc. | |
| Last update 2025-05-12 | 266 Stocks (0 new) |
| Value $152.00 Mil | Turnover 0 % |
Pandora Wealth, Inc. Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 66,666 | 14,808.5 | 0% | 9.740 | 0% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
ACIO |
Aptus Collared Investment Opportunity ETF
Aptus Collared Investment Opportunity ETF
| 331,173 | 12,813.1 | 0% | 8.430 | 0% | 0.730 | +12.69% | +3.73% | 2,016.0 | ||
IVV | iShares Core S&P 500 ETF | 21,131 | 11,873.5 | 0% | 7.810 | 0% | 0.000 | +19.34% | +7.31% | 636,576.3 | ||
META | Meta Platforms Inc | 17,986 | 10,366.4 | 0% | 6.820 | 0% | 0.000 | +40.99% | +20.58% | 1,772,123.0 | Interactive Media | |
DRSK | Aptus Defined Risk ETF | 275,686 | 7,518.0 | 0% | 4.950 | 0% | 0.650 | +5.78% | +3.39% | 1,284.0 | ||
AMZN | Amazon.com Inc | 34,605 | 6,583.9 | 0% | 4.330 | 0% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
IVE | iShares S&P 500 Value ETF | 32,334 | 6,162.2 | 0% | 4.050 | 0% | 0.020 | +11.74% | +4.19% | 39,785.8 | ||
VUG | Vanguard Growth ETF | 14,103 | 5,229.7 | 0% | 3.440 | 0% | 0.000 | +27.20% | +8.98% | 164,247.8 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 51,871 | 5,131.1 | 0% | 3.380 | 0% | 0.000 | +1.14% | +1.72% | 128,438.9 | ||
EFA | iShares MSCI EAFE ETF | 44,036 | 3,599.1 | 0% | 2.370 | 0% | 0.010 | +8.49% | +18.13% | 64,414.9 |
Pandora Wealth, Inc.'s Historical Top Holdings Breakdowns
Pandora Wealth, Inc. Total Holding History ($B)
Pandora Wealth, Inc.'s Asset Allocation
Pandora Wealth, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Pandora Wealth, Inc.'s Hypothetical Growth since 2025-03-31
Pandora Wealth, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pandora Wealth, Inc.'s Holdings Heat Map
Size field:
Pandora Wealth, Inc.'s Holdings Bubble Chart
Pandora Wealth, Inc. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers