Pandora Wealth, Inc.
Pandora Wealth, Inc. is an SEC-registered investment adviser headquartered in Oakbrook Terrace, Illinois. Founded in 2024 by principal owner Stephen A. Greco, who brings over 20 years of industry experience, the firm is relatively small with 4 employees. Pandora Wealth provides investment advisory services largely to individual investors, including both high net worth and non-high net worth clients, and a small number of pension plans and corporations. The firm's focus is on personalized, fiduciary-based investment management tailored to the needs of its clients.
Investment Strategy
Pandora Wealth, Inc. primarily manages discretionary accounts for individuals, with a significant focus on high net worth clients. Their investment approach emphasizes personalized portfolio construction, comprehensive financial planning, and client education. The strategy is to deliver disciplined, long-term asset growth tailored to each client's risk tolerance and financial goals, reflecting a fiduciary duty to act in their best interest. The firm does not serve pooled investment vehicles, mutual funds, or large institutions, focusing instead on the needs of individuals and select corporate clients.
Top Holdings
Equity Positions (294)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ACIO | APTUS COLLARED INVESTMENT OPPORTUNITY ETF | 8.31% | $13.5M | 326,421 | $38.69 | $41.40 | +$700.7K |
M META | META PLATFORMS INC CL A | 8.15% | $13.3M | 17,961 | $576.36 | $738.09 | +$2.9M |
A AAPL | APPLE INC COM | 8.12% | $13.2M | 64,387 | $222.13 | $205.17 | -$1.6M |
I IVV | ISHARES CORE S&P 500 ETF | 8.07% | $13.1M | 21,136 | $561.91 | $620.90 | +$1.2M |
D DRSK | APTUS DEFINED RISK ETF | 4.89% | $7.9M | 276,504 | $27.27 | $28.74 | +$428.8K |