Pandora Wealth, Inc. quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Pandora Wealth, Inc. opened 7 positions, added to 13, reduced 27, sold out of 4 and left 104 unchanged. The largest increase in value was AAPL (+$1,229,780); the largest decrease was META (-$1,195,704).
- TGTX: Country of operation United States; Class Stock; Shares 2025-09-30 78,300; Shares 2025-12-31 78,100.
- MSFT: Country of operation United States; Class Stock; Shares 2025-09-30 7,252; Shares 2025-12-31 7,139.
- AMZN: Country of operation United States; Class Stock; Shares 2025-09-30 34,048; Shares 2025-12-31 33,598.
- BR: Country of operation United States; Class Stock; Shares 2025-09-30 2,704; Shares 2025-12-31 1,754.
Two Form 13F-HR filings compared (SEC CIK 2045414): 2025-09-30 (filed 2025-11-03) and 2025-12-31 (filed 2026-02-04). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-09-30 | Shares 2025-12-31 | Share change | Value 2025-09-30 | Value 2025-12-31 | Value change |
|---|
TGTX
TG THERAPEUTICS INC COM | United States | Stock | 78,300 | 78,100 | -200 | $2,828,588 | $2,328,161 | -$500,427 |
|---|
MSFT
MICROSOFT CORP COM | United States | Stock | 7,252 | 7,139 | -113 | $3,756,173 | $3,452,563 | -$303,610 |
|---|
AMZN
AMAZON COM INC COM | United States | Stock | 34,048 | 33,598 | -450 | $7,475,919 | $7,755,090 | +$279,171 |
|---|
BR
BROADRIDGE FINL SOLUTIONS INC COM | United States | Stock | 2,704 | 1,754 | -950 | $644,012 | $391,440 | -$252,572 |
|---|
CPRT
COPART INC COM | United States | Stock | 12,311 | 7,894 | -4,417 | $553,626 | $309,050 | -$244,576 |
|---|
V
VISA INC COM CL A | United States | Stock | 4,852 | 4,053 | -799 | $1,656,376 | $1,421,428 | -$234,948 |
|---|
WMT
WALMART INC COM | United States | Stock | 10,614 | 7,745 | -2,869 | $1,093,879 | $862,870 | -$231,009 |
|---|
JPM
JPMORGAN CHASE & CO. COM | United States | Stock | 4,549 | 3,745 | -804 | $1,434,891 | $1,206,714 | -$228,177 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL CL B NEW | | Stock | 2,346 | 1,931 | -415 | $1,179,428 | $970,617 | -$208,811 |
|---|
PGR
PROGRESSIVE CORP COM | United States | Stock | 2,306 | 1,596 | -710 | $569,467 | $363,441 | -$206,026 |
|---|
PWR
QUANTA SVCS INC COM | United States | Stock | 1,709 | 1,202 | -507 | $708,244 | $507,316 | -$200,928 |
|---|
NVDA
NVIDIA CORPORATION COM | United States | Stock | 22,558 | 21,517 | -1,041 | $4,208,872 | $4,012,921 | -$195,951 |
|---|
AMT
American Tower Corp | United States | REIT | 2,547 | 1,745 | -802 | $489,839 | $306,370 | -$183,469 |
|---|
BMY
BRISTOL-MYERS SQUIBB CO COM | United States | Stock | 19,900 | 19,800 | -100 | $897,490 | $1,068,012 | +$170,522 |
|---|
CHE
CHEMED CORP NEW COM | United States | Stock | 994 | 678 | -316 | $445,054 | $290,089 | -$154,965 |
|---|
FANG
DIAMONDBACK ENERGY INC COM | United States | Stock | 3,450 | 2,394 | -1,056 | $493,695 | $359,890 | -$133,805 |
|---|
PTON
PELOTON INTERACTIVE INC CL A COM | United States | Stock | 11,600 | 5,000 | -6,600 | $104,400 | $30,800 | -$73,600 |
|---|
ADBE
ADOBE INC COM | United States | Stock | 436 | 279 | -157 | $153,799 | $97,647 | -$56,152 |
|---|
PHM
PULTE GROUP INC COM | United States | Stock | 857 | 557 | -300 | $113,235 | $65,314 | -$47,921 |
|---|
MA
MASTERCARD INCORPORATED CL A | United States | Stock | 1,018 | 938 | -80 | $579,049 | $535,485 | -$43,564 |
|---|
PYPL
PAYPAL HLDGS INC COM | United States | Stock | 3,000 | 2,700 | -300 | $201,180 | $157,626 | -$43,554 |
|---|
SBUX
STARBUCKS CORP COM | United States | Stock | 935 | 624 | -311 | $79,101 | $52,547 | -$26,554 |
|---|
SRE
SEMPRA COM | United States | Stock | 14,437 | 14,427 | -10 | $1,299,016 | $1,273,735 | -$25,281 |
|---|
AVGO
BROADCOM INC COM | United States | Stock | 1,545 | 1,432 | -113 | $509,711 | $495,615 | -$14,096 |
|---|
CRM
SALESFORCE INC COM | United States | Stock | 510 | 411 | -99 | $120,870 | $108,878 | -$11,992 |
|---|
INTC
INTEL CORP COM | United States | Stock | 2,529 | 2,165 | -364 | $84,848 | $79,889 | -$4,959 |
|---|
JNJ
JOHNSON & JOHNSON COM | United States | Stock | 390 | 360 | -30 | $72,314 | $74,502 | +$2,188 |
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