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Pandora Wealth, Inc. Top Holdings and 13F Report (2025)

About Pandora Wealth, Inc.

Investment Activity

  • Pandora Wealth, Inc. has $152.02 million in total holdings as of March 31, 2025.
  • Pandora Wealth, Inc. owns shares of 266 different stocks, but just 30 companies or ETFs make up 80% of its holdings.

Largest Holdings

Apple
$14,808,519
Meta Platforms
$10,366,411

Sector Allocation

Map of 500 Largest Holdings ofPandora Wealth, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$14,808,51966,6669.7%Computer and Technology
Aptus Collared Investment Opportunity ETF stock logo
ACIO
Aptus Collared Investment Opportunity ETF
$12,813,083331,1738.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$11,873,50921,1317.8%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$10,366,41117,9866.8%Computer and Technology
Aptus Defined Risk ETF stock logo
DRSK
Aptus Defined Risk ETF
$7,517,957275,6864.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,583,94734,6054.3%Retail/Wholesale
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$6,162,21432,3344.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$5,229,67414,1033.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$5,131,07951,8713.4%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$3,599,06244,0362.4%Finance
TG Therapeutics, Inc. stock logo
TGTX
TG Therapeutics
$3,300,29183,7002.2%Medical
JUCY
Aptus Enhanced Yield ETF
$3,282,080143,7622.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$2,799,2837,4571.8%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,648,80724,4401.7%Computer and Technology
OSCV
Opus Small Cap Value Plus ETF
$2,626,43575,3641.7%ETF
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$2,577,15023,0001.7%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,303,5684,1181.5%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,883,2717,2821.2%ETF
Visa Inc. stock logo
V
Visa
$1,862,3445,3141.2%Business Services
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,618,7123,4521.1%Finance
Alpha Architect Freedom 100 Emerging Market ETF stock logo
FRDM
Alpha Architect Freedom 100 Emerging Market ETF
$1,573,63744,8941.0%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,573,4489,0831.0%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,296,6304,5000.9%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,272,3715,1870.8%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$1,239,5205,9160.8%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,222,8042,2960.8%Finance
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$1,213,70119,9000.8%Medical
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,103,63320,4490.7%ETF
Sempra stock logo
SRE
Sempra
$1,079,80315,1320.7%Utilities
Walmart Inc. stock logo
WMT
Walmart
$1,077,71012,2760.7%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$959,5731,0290.6%Consumer Discretionary
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$908,1412,5150.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$836,7685,3560.6%Computer and Technology
Pulse Biosciences, Inc. stock logo
PLSE
Pulse Biosciences
$827,86351,4520.5%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$806,0511,5390.5%Medical
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$769,8113,1750.5%Business Services
Deere & Company stock logo
DE
Deere & Company
$760,3471,6200.5%Industrials
Relx Plc stock logo
RELX
Relx
$756,90615,0150.5%Computer and Technology
The Progressive Co. stock logo
PGR
Progressive
$751,6752,6560.5%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$743,5035,6050.5%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$721,5504,6660.5%Computer and Technology
Copart, Inc. stock logo
CPRT
Copart
$715,07112,6360.5%Business Services
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$650,8961,1040.4%Computer and Technology
American Tower Co. stock logo
AMT
American Tower
$605,5812,7830.4%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$605,55610,3780.4%ETF
Chemed Co. stock logo
CHE
Chemed
$580,2479430.4%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$557,9861,0180.4%Business Services
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$532,6812,8310.4%ETF
Quanta Services, Inc. stock logo
PWR
Quanta Services
$524,8822,0650.3%Construction
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$520,2503,2540.3%Energy
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$516,7796,4300.3%ETF
ISHARES BITCOIN TRUST ETF
$513,03810,9600.3%ETF
Chevron Co. stock logo
CVX
Chevron
$512,7443,0650.3%Energy
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$367,4611,8420.2%Finance
Snowflake Inc. stock logo
SNOW
Snowflake
$365,4002,5000.2%Computer and Technology
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$364,9398,3510.2%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$346,49913,6740.2%Medical
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$327,0236130.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$323,1401,9300.2%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$296,9562,1240.2%Computer and Technology
PALANTIR TECHNOLOGIES INC CL A
$292,8683,4700.2%Stock
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$285,6705,5000.2%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$263,6002,5000.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$259,1601,0000.2%Auto/Tires/Trucks
Booking Holdings Inc. stock logo
BKNG
Booking
$257,987560.2%Retail/Wholesale
Adobe Inc. stock logo
ADBE
Adobe
$240,8576280.2%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$240,5112,3000.2%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$240,05410,8720.2%ETF
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$230,8834,5790.2%Manufacturing
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$227,0402,1500.1%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$225,49211,4000.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$221,9711,2850.1%ETF
Rocket Lab USA, Inc. stock logo
RKLB
Rocket Lab USA
$216,34812,1000.1%Aerospace
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$210,0523,4000.1%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$208,7611,8980.1%Transportation
NiSource Inc. stock logo
NI
NiSource
$200,4505,0000.1%Utilities
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$198,3603,0400.1%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$197,2457350.1%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$197,0132,7040.1%Computer and Technology
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$193,5771,0980.1%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$189,1562000.1%Retail/Wholesale
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$180,7013,5550.1%ETF
Cencora, Inc. stock logo
COR
Cencora
$172,4166200.1%Medical
AT&T Inc. stock logo
T
AT&T
$169,6806,0000.1%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$167,2813,6960.1%ETF
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$165,0049940.1%Computer and Technology
GRAYSCALE BITCOIN TRUST ETF
$159,6672,4500.1%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$154,9505,0000.1%ETF
General Dynamics Co. stock logo
GD
General Dynamics
$149,1015470.1%Aerospace
The Home Depot, Inc. stock logo
HD
Home Depot
$146,5964000.1%Retail/Wholesale
IonQ, Inc. stock logo
IONQ
IonQ
$145,6626,6000.1%Computer and Technology
Enbridge Inc. stock logo
ENB
Enbridge
$134,2593,0300.1%Energy
QTUM
Defiance Quantum ETF
$126,7011,7000.1%ETF
U.S. Global Jets ETF stock logo
JETS
U.S. Global Jets ETF
$126,1576,0740.1%ETF
TransUnion stock logo
TRU
TransUnion
$124,4851,5000.1%Business Services
International Business Machines Co. stock logo
IBM
International Business Machines
$124,3305000.1%Computer and Technology
MGIC Investment Co. stock logo
MTG
MGIC Investment
$120,5554,8650.1%Finance
CareTrust REIT, Inc. stock logo
CTRE
CareTrust REIT
$120,0364,2000.1%Finance
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$116,9831,9000.1%Computer and Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$113,8013710.1%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data