Pandora Wealth, Inc.
Q1 2025 13F Holdings
- Locationoakbrook terrace, IL
- Num holdings
266
- Value ($000)
$152,017
- Date Filed05/12/2025
- Form type13F-HR
- CIK0002045414
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC COM | STOCK | 037833100 | $14.81 M | 10 % | 66,666 | ||
ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF | ETF | 26922A222 | $12.81 M | 8 % | 331,173 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $11.87 M | 8 % | 21,131 | ||
META META PLATFORMS INC CL A | STOCK | 30303M102 | $10.37 M | 7 % | 17,986 | ||
DRSK APTUS DEFINED RISK ETF | ETF | 26922A388 | $7.52 M | 5 % | 275,686 | ||
AMZN AMAZON COM INC COM | STOCK | 023135106 | $6.58 M | 4 % | 34,605 | ||
IVE ISHARES S&P 500 VALUE ETF | ETF | 464287408 | $6.16 M | 4 % | 32,334 | ||
VUG VANGUARD GROWTH ETF | ETF | 922908736 | $5.23 M | 3 % | 14,103 | ||
AGG ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | $5.13 M | 3 % | 51,871 | ||
EFA ISHARES MSCI EAFE ETF | ETF | 464287465 | $3.60 M | 2 % | 44,036 |
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