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
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 66,666 | 14,808.5 | 0% | 9.740 | 0% | 0.000 | +6.76% | -15.93% | 3,136,822.2 | Hardware | |
ACIO |
Aptus Collared Investment Opportunity ETF
Aptus Collared Investment Opportunity ETF
| 331,173 | 12,813.1 | 0% | 8.430 | 0% | 0.730 | +12.57% | +3.76% | 1,990.6 | ||
IVV | iShares Core S&P 500 ETF | 21,131 | 11,873.5 | 0% | 7.810 | 0% | 0.000 | +19.72% | +7.85% | 634,780.4 | ||
META | Meta Platforms Inc | 17,986 | 10,366.4 | 0% | 6.820 | 0% | 0.000 | +39.98% | +19.99% | 1,763,574.3 | Interactive Media | |
DRSK | Aptus Defined Risk ETF | 275,686 | 7,518.0 | 0% | 4.950 | 0% | 0.650 | +6.41% | +5.04% | 1,274.1 | ||
AMZN | Amazon.com Inc | 34,605 | 6,583.9 | 0% | 4.330 | 0% | 0.000 | +29.70% | +2.05% | 2,376,789.0 | Retail - Cyclical | |
IVE | iShares S&P 500 Value ETF | 32,334 | 6,162.2 | 0% | 4.050 | 0% | 0.020 | +11.87% | +4.36% | 39,597.8 | ||
VUG | Vanguard Growth ETF | 14,103 | 5,229.7 | 0% | 3.440 | 0% | 0.000 | +27.39% | +9.44% | 167,011.5 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 51,871 | 5,131.1 | 0% | 3.380 | 0% | 0.000 | +1.04% | +3.05% | 127,744.7 | ||
EFA | iShares MSCI EAFE ETF | 44,036 | 3,599.1 | 0% | 2.370 | 0% | 0.010 | +11.15% | +19.22% | 63,906.2 |
Pandora Wealth, Inc.'s Historical Top Holdings Breakdowns
Pandora Wealth, Inc. Total Holding History ($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
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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
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Pandora Wealth, Inc.'s Holdings Bubble Chart
Pandora Wealth, Inc. News
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