Pandora Wealth, Inc. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 3 quarters from 2025-03-31 to 2025-12-31, Pandora Wealth, Inc. opened 46 positions, added to 45, reduced 96 and sold out of 70.
- Q4 2025: Stock TGTX; Country of operation United States; Class Stock; Shares before 78,300.
- Q4 2025: Stock MSFT; Country of operation United States; Class Stock; Shares before 7,252.
- Q4 2025: Stock AMZN; Country of operation United States; Class Stock; Shares before 34,048.
- Q4 2025: Stock BR; Country of operation United States; Class Stock; Shares before 2,704.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2045414), 3 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q4 2025 | TGTX
TG THERAPEUTICS INC COM | United States | Stock | 78,300 | 78,100 | -200 | $2,828,588 | $2,328,161 | -$500,427 | 2026-02-04 |
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| Q4 2025 | MSFT
MICROSOFT CORP COM | United States | Stock | 7,252 | 7,139 | -113 | $3,756,173 | $3,452,563 | -$303,610 | 2026-02-04 |
|---|
| Q4 2025 | AMZN
AMAZON COM INC COM | United States | Stock | 34,048 | 33,598 | -450 | $7,475,919 | $7,755,090 | +$279,171 | 2026-02-04 |
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| Q4 2025 | BR
BROADRIDGE FINL SOLUTIONS INC COM | United States | Stock | 2,704 | 1,754 | -950 | $644,012 | $391,440 | -$252,572 | 2026-02-04 |
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| Q4 2025 | CPRT
COPART INC COM | United States | Stock | 12,311 | 7,894 | -4,417 | $553,626 | $309,050 | -$244,576 | 2026-02-04 |
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| Q4 2025 | V
VISA INC COM CL A | United States | Stock | 4,852 | 4,053 | -799 | $1,656,376 | $1,421,428 | -$234,948 | 2026-02-04 |
|---|
| Q4 2025 | WMT
WALMART INC COM | United States | Stock | 10,614 | 7,745 | -2,869 | $1,093,879 | $862,870 | -$231,009 | 2026-02-04 |
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| Q4 2025 | JPM
JPMORGAN CHASE & CO. COM | United States | Stock | 4,549 | 3,745 | -804 | $1,434,891 | $1,206,714 | -$228,177 | 2026-02-04 |
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| Q4 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL CL B NEW | | Stock | 2,346 | 1,931 | -415 | $1,179,428 | $970,617 | -$208,811 | 2026-02-04 |
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| Q4 2025 | PGR
PROGRESSIVE CORP COM | United States | Stock | 2,306 | 1,596 | -710 | $569,467 | $363,441 | -$206,026 | 2026-02-04 |
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| Q4 2025 | PWR
QUANTA SVCS INC COM | United States | Stock | 1,709 | 1,202 | -507 | $708,244 | $507,316 | -$200,928 | 2026-02-04 |
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| Q4 2025 | NVDA
NVIDIA CORPORATION COM | United States | Stock | 22,558 | 21,517 | -1,041 | $4,208,872 | $4,012,921 | -$195,951 | 2026-02-04 |
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| Q4 2025 | AMT
American Tower Corp | United States | REIT | 2,547 | 1,745 | -802 | $489,839 | $306,370 | -$183,469 | 2026-02-04 |
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| Q4 2025 | BMY
BRISTOL-MYERS SQUIBB CO COM | United States | Stock | 19,900 | 19,800 | -100 | $897,490 | $1,068,012 | +$170,522 | 2026-02-04 |
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| Q4 2025 | CHE
CHEMED CORP NEW COM | United States | Stock | 994 | 678 | -316 | $445,054 | $290,089 | -$154,965 | 2026-02-04 |
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| Q4 2025 | FANG
DIAMONDBACK ENERGY INC COM | United States | Stock | 3,450 | 2,394 | -1,056 | $493,695 | $359,890 | -$133,805 | 2026-02-04 |
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| Q4 2025 | PTON
PELOTON INTERACTIVE INC CL A COM | United States | Stock | 11,600 | 5,000 | -6,600 | $104,400 | $30,800 | -$73,600 | 2026-02-04 |
|---|
| Q4 2025 | ADBE
ADOBE INC COM | United States | Stock | 436 | 279 | -157 | $153,799 | $97,647 | -$56,152 | 2026-02-04 |
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| Q4 2025 | PHM
PULTE GROUP INC COM | United States | Stock | 857 | 557 | -300 | $113,235 | $65,314 | -$47,921 | 2026-02-04 |
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| Q4 2025 | MA
MASTERCARD INCORPORATED CL A | United States | Stock | 1,018 | 938 | -80 | $579,049 | $535,485 | -$43,564 | 2026-02-04 |
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| Q4 2025 | PYPL
PAYPAL HLDGS INC COM | United States | Stock | 3,000 | 2,700 | -300 | $201,180 | $157,626 | -$43,554 | 2026-02-04 |
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| Q4 2025 | SBUX
STARBUCKS CORP COM | United States | Stock | 935 | 624 | -311 | $79,101 | $52,547 | -$26,554 | 2026-02-04 |
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| Q4 2025 | SRE
SEMPRA COM | United States | Stock | 14,437 | 14,427 | -10 | $1,299,016 | $1,273,735 | -$25,281 | 2026-02-04 |
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| Q4 2025 | AVGO
BROADCOM INC COM | United States | Stock | 1,545 | 1,432 | -113 | $509,711 | $495,615 | -$14,096 | 2026-02-04 |
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| Q4 2025 | CRM
SALESFORCE INC COM | United States | Stock | 510 | 411 | -99 | $120,870 | $108,878 | -$11,992 | 2026-02-04 |
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| Q4 2025 | INTC
INTEL CORP COM | United States | Stock | 2,529 | 2,165 | -364 | $84,848 | $79,889 | -$4,959 | 2026-02-04 |
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| Q4 2025 | JNJ
JOHNSON & JOHNSON COM | United States | Stock | 390 | 360 | -30 | $72,314 | $74,502 | +$2,188 | 2026-02-04 |
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| Q3 2025 | AAPL
APPLE INC COM | United States | Stock | 64,387 | 64,353 | -34 | $13,210,281 | $16,386,204 | +$3,175,923 | 2025-11-03 |
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| Q3 2025 | NVDA
NVIDIA CORPORATION COM | United States | Stock | 24,390 | 22,558 | -1,832 | $3,853,376 | $4,208,872 | +$355,496 | 2025-11-03 |
|---|
| Q3 2025 | GOOG
ALPHABET INC CAP STK CL C | United States | Stock | 5,456 | 5,356 | -100 | $967,840 | $1,304,454 | +$336,614 | 2025-11-03 |
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| Q3 2025 | GOOGL
ALPHABET INC CAP STK CL A | United States | Stock | 4,703 | 4,660 | -43 | $828,810 | $1,132,846 | +$304,036 | 2025-11-03 |
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| Q3 2025 | PLTR
PALANTIR TECHNOLOGIES INC CL A | United States | Stock | 3,515 | 1,300 | -2,215 | $479,165 | $237,146 | -$242,019 | 2025-11-03 |
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| Q3 2025 | V
VISA INC COM CL A | United States | Stock | 5,301 | 4,852 | -449 | $1,882,120 | $1,656,376 | -$225,744 | 2025-11-03 |
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| Q3 2025 | SRE
SEMPRA COM | United States | Stock | 14,447 | 14,437 | -10 | $1,094,628 | $1,299,016 | +$204,388 | 2025-11-03 |
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| Q3 2025 | NFLX
NETFLIX INC COM | United States | Stock | 1,034 | 1,029 | -5 | $1,384,660 | $1,233,689 | -$150,971 | 2025-11-03 |
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| Q3 2025 | PGR
PROGRESSIVE CORP COM | United States | Stock | 2,590 | 2,306 | -284 | $691,167 | $569,467 | -$121,700 | 2025-11-03 |
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| Q3 2025 | AMT
American Tower Corp | United States | REIT | 2,763 | 2,547 | -216 | $610,678 | $489,839 | -$120,839 | 2025-11-03 |
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| Q3 2025 | ORCL
ORACLE CORP COM | United States | Stock | 2,124 | 2,076 | -48 | $464,370 | $583,854 | +$119,484 | 2025-11-03 |
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| Q3 2025 | BR
BROADRIDGE FINL SOLUTIONS INC COM | United States | Stock | 3,106 | 2,704 | -402 | $754,851 | $644,012 | -$110,839 | 2025-11-03 |
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| Q3 2025 | ROP
ROPER TECHNOLOGIES INC COM | United States | Stock | 992 | 932 | -60 | $562,305 | $464,779 | -$97,526 | 2025-11-03 |
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| Q3 2025 | AMZN
AMAZON COM INC COM | United States | Stock | 34,502 | 34,048 | -454 | $7,569,394 | $7,475,919 | -$93,475 | 2025-11-03 |
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| Q3 2025 | DE
DEERE & CO COM | United States | Stock | 1,620 | 1,618 | -2 | $823,754 | $739,847 | -$83,907 | 2025-11-03 |
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| Q3 2025 | MSFT
MICROSOFT CORP COM | United States | Stock | 7,386 | 7,252 | -134 | $3,673,870 | $3,756,173 | +$82,303 | 2025-11-03 |
|---|
| Q3 2025 | HBAN
HUNTINGTON BANCSHARES INC COM | United States | Stock | 4,800 | 800 | -4,000 | $80,448 | $13,816 | -$66,632 | 2025-11-03 |
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| Q3 2025 | CPRT
COPART INC COM | United States | Stock | 12,610 | 12,311 | -299 | $618,773 | $553,626 | -$65,147 | 2025-11-03 |
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| Q3 2025 | PWR
QUANTA SVCS INC COM | United States | Stock | 2,045 | 1,709 | -336 | $773,174 | $708,244 | -$64,930 | 2025-11-03 |
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| Q3 2025 | WMT
WALMART INC COM | United States | Stock | 11,826 | 10,614 | -1,212 | $1,156,346 | $1,093,879 | -$62,467 | 2025-11-03 |
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| Q3 2025 | JPM
JPMORGAN CHASE & CO. COM | United States | Stock | 5,113 | 4,549 | -564 | $1,482,310 | $1,434,891 | -$47,419 | 2025-11-03 |
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| Q3 2025 | AVGO
BROADCOM INC COM | United States | Stock | 1,942 | 1,545 | -397 | $535,312 | $509,711 | -$25,601 | 2025-11-03 |
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| Q3 2025 | PYPL
PAYPAL HLDGS INC COM | United States | Stock | 3,040 | 3,000 | -40 | $225,933 | $201,180 | -$24,753 | 2025-11-03 |
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| Q3 2025 | CRM
SALESFORCE INC COM | United States | Stock | 531 | 510 | -21 | $144,798 | $120,870 | -$23,928 | 2025-11-03 |
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| Q3 2025 | GD
GENERAL DYNAMICS CORP COM | United States | Stock | 568 | 547 | -21 | $165,663 | $186,527 | +$20,864 | 2025-11-03 |
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| Q3 2025 | PFE
PFIZER INC COM | United States | Stock | 13,674 | 13,657 | -17 | $331,458 | $347,980 | +$16,522 | 2025-11-03 |
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| Q3 2025 | ABT
ABBOTT LABS COM | United States | Stock | 5,637 | 5,605 | -32 | $766,688 | $750,734 | -$15,954 | 2025-11-03 |
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| Q3 2025 | KMB
KIMBERLY-CLARK CORP COM | United States | Stock | 400 | 300 | -100 | $51,568 | $37,302 | -$14,266 | 2025-11-03 |
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| Q3 2025 | UBER
UBER TECHNOLOGIES INC COM | United States | Stock | 2,704 | 2,459 | -245 | $252,283 | $240,908 | -$11,375 | 2025-11-03 |
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| Q3 2025 | BA
BOEING CO COM | United States | Stock | 555 | 500 | -55 | $116,289 | $107,915 | -$8,374 | 2025-11-03 |
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| Q3 2025 | FISV
FISERV INC COM | United States | Stock | 81 | 44 | -37 | $13,965 | $5,673 | -$8,292 | 2025-11-03 |
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| Q3 2025 | LMT
LOCKHEED MARTIN CORP COM | United States | Stock | 28 | 12 | -16 | $12,968 | $5,991 | -$6,977 | 2025-11-03 |
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| Q3 2025 | EBAY
EBAY INC. COM | United States | Stock | 860 | 776 | -84 | $64,036 | $70,577 | +$6,541 | 2025-11-03 |
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| Q3 2025 | PG
PROCTER AND GAMBLE CO COM | United States | Stock | 126 | 98 | -28 | $20,074 | $15,058 | -$5,016 | 2025-11-03 |
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| Q3 2025 | EME
EMCOR GROUP INC COM | United States | Stock | 114 | 100 | -14 | $60,977 | $64,954 | +$3,977 | 2025-11-03 |
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| Q3 2025 | APTV
APTIV PLC COM SHS | | Stock | 47 | 7 | -40 | $3,206 | $604 | -$2,602 | 2025-11-03 |
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| Q3 2025 | COR
CENCORA INC COM | United States | Stock | 652 | 620 | -32 | $195,502 | $193,769 | -$1,733 | 2025-11-03 |
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| Q3 2025 | VTRS
VIATRIS INC COM | United States | Stock | 505 | 298 | -207 | $4,510 | $2,950 | -$1,560 | 2025-11-03 |
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| Q3 2025 | XYZ
BLOCK INC CL A | United States | Stock | 14 | 4 | -10 | $951 | $289 | -$662 | 2025-11-03 |
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| Q3 2025 | JNJ
JOHNSON & JOHNSON COM | United States | Stock | 476 | 390 | -86 | $72,709 | $72,314 | -$395 | 2025-11-03 |
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| Q2 2025 | META
META PLATFORMS INC CL A | United States | Stock | 17,986 | 17,961 | -25 | $10,366,411 | $13,256,834 | +$2,890,423 | 2025-07-25 |
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| Q2 2025 | AAPL
APPLE INC COM | United States | Stock | 66,666 | 64,387 | -2,279 | $14,808,519 | $13,210,281 | -$1,598,238 | 2025-07-25 |
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| Q2 2025 | NVDA
NVIDIA CORPORATION COM | United States | Stock | 24,440 | 24,390 | -50 | $2,648,807 | $3,853,376 | +$1,204,569 | 2025-07-25 |
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| Q2 2025 | AMZN
AMAZON COM INC COM | United States | Stock | 34,605 | 34,502 | -103 | $6,583,947 | $7,569,394 | +$985,447 | 2025-07-25 |
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| Q2 2025 | MSFT
MICROSOFT CORP COM | United States | Stock | 7,457 | 7,386 | -71 | $2,799,283 | $3,673,870 | +$874,587 | 2025-07-25 |
|---|
| Q2 2025 | TGTX
TG THERAPEUTICS INC COM | United States | Stock | 83,700 | 78,300 | -5,400 | $3,300,291 | $2,818,017 | -$482,274 | 2025-07-25 |
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| Q2 2025 | PWR
QUANTA SVCS INC COM | United States | Stock | 2,065 | 2,045 | -20 | $524,882 | $773,174 | +$248,292 | 2025-07-25 |
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| Q2 2025 | JPM
JPMORGAN CHASE & CO. COM | United States | Stock | 5,187 | 5,113 | -74 | $1,272,371 | $1,482,310 | +$209,939 | 2025-07-25 |
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| Q2 2025 | CPRT
COPART INC COM | United States | Stock | 12,636 | 12,610 | -26 | $715,071 | $618,773 | -$96,298 | 2025-07-25 |
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| Q2 2025 | ROP
ROPER TECHNOLOGIES INC COM | United States | Stock | 1,104 | 992 | -112 | $650,896 | $562,305 | -$88,591 | 2025-07-25 |
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| Q2 2025 | FANG
DIAMONDBACK ENERGY INC COM | United States | Stock | 3,254 | 3,207 | -47 | $520,250 | $440,642 | -$79,608 | 2025-07-25 |
|---|
| Q2 2025 | WMT
WALMART INC COM | United States | Stock | 12,276 | 11,826 | -450 | $1,077,710 | $1,156,346 | +$78,636 | 2025-07-25 |
|---|
| Q2 2025 | IONQ
IONQ INC COM | United States | Stock | 6,600 | 5,100 | -1,500 | $145,662 | $219,147 | +$73,485 | 2025-07-25 |
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| Q2 2025 | ADBE
ADOBE INC COM | United States | Stock | 628 | 436 | -192 | $240,857 | $168,680 | -$72,177 | 2025-07-25 |
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| Q2 2025 | PGR
PROGRESSIVE CORP COM | United States | Stock | 2,656 | 2,590 | -66 | $751,675 | $691,167 | -$60,508 | 2025-07-25 |
|---|
| Q2 2025 | CRM
SALESFORCE INC COM | United States | Stock | 735 | 531 | -204 | $197,245 | $144,798 | -$52,447 | 2025-07-25 |
|---|
| Q2 2025 | IQV
IQVIA HLDGS INC COM | United States | Stock | 1,098 | 989 | -109 | $193,577 | $155,857 | -$37,720 | 2025-07-25 |
|---|
| Q2 2025 | DIS
DISNEY WALT CO COM | United States | Stock | 983 | 982 | -1 | $97,022 | $121,778 | +$24,756 | 2025-07-25 |
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| Q2 2025 | PTON
PELOTON INTERACTIVE INC CL A COM | United States | Stock | 16,601 | 11,600 | -5,001 | $104,918 | $80,504 | -$24,414 | 2025-07-25 |
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| Q2 2025 | V
VISA INC COM CL A | United States | Stock | 5,314 | 5,301 | -13 | $1,862,344 | $1,882,120 | +$19,776 | 2025-07-25 |
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| Q2 2025 | SNOW
SNOWFLAKE INC COM SHS | United States | Stock | 2,500 | 1,700 | -800 | $365,400 | $380,409 | +$15,009 | 2025-07-25 |
|---|
| Q2 2025 | BR
BROADRIDGE FINL SOLUTIONS INC COM | United States | Stock | 3,175 | 3,106 | -69 | $769,811 | $754,851 | -$14,960 | 2025-07-25 |
|---|
| Q2 2025 | SRE
SEMPRA COM | United States | Stock | 15,132 | 14,447 | -685 | $1,079,803 | $1,094,628 | +$14,825 | 2025-07-25 |
|---|
| Q2 2025 | PHM
PULTE GROUP INC COM | United States | Stock | 947 | 857 | -90 | $97,352 | $90,379 | -$6,973 | 2025-07-25 |
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| Q2 2025 | AMT
American Tower Corp | United States | REIT | 2,783 | 2,763 | -20 | $605,581 | $610,678 | +$5,097 | 2025-07-25 |
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| Q2 2025 | TSLA
TESLA INC COM | United States | Stock | 1,000 | 800 | -200 | $259,160 | $254,128 | -$5,032 | 2025-07-25 |
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| Q2 2025 | ADM
ARCHER DANIELS MIDLAND CO COM | United States | Stock | 822 | 700 | -122 | $39,464 | $36,946 | -$2,518 | 2025-07-25 |
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| Q2 2025 | KO
COCA COLA CO COM | United States | Stock | 799 | 791 | -8 | $57,224 | $55,963 | -$1,261 | 2025-07-25 |
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| Q2 2025 | TWLO
TWILIO INC CL A | United States | Stock | 21 | 10 | -11 | $2,056 | $1,244 | -$812 | 2025-07-25 |
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