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PRIMORIS WEALTH ADVISORS, LLC13F | |
| PRIMORIS WEALTH ADVISORS, LLC | |
| Last update 2025-04-24 | 95 Stocks (13 new) |
| Value $129.00 Mil | Turnover 21 % |
PRIMORIS WEALTH ADVISORS, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBND | Fidelity Total Bond ETF | 140,977 | 6,435.6 | -1.06% | 4.980 | -0.05% | 0.030 | +2.36% | +3.87% | 19,354.0 | ||
VOO | Vanguard S&P 500 ETF | 11,320 | 5,817.5 | +15.38% | 4.500 | +0.60% | 0.000 | +18.82% | +8.89% | 663,622.4 | ||
IWO | iShares Russell 2000 Growth ETF | 21,298 | 5,442.3 | -2.23% | 4.210 | -0.11% | 0.050 | +20.58% | +3.17% | 12,024.1 | ||
SPMO | Invesco S&P 500 Momentum ETF | 55,871 | 5,169.8 | +1,702.29% | 4.000 | +3.78% | 0.100 | +26.35% | +20.83% | 10,513.1 | ||
AAPL | Apple Inc | 22,126 | 4,914.9 | +0.78% | 3.800 | +0.03% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
FTEC |
Fidelity MSCI Information Technology Index ETF
Fidelity MSCI Information Technology Index ETF
| 30,312 | 4,888.4 | -43.41% | 3.780 | -3.27% | 0.040 | +31.94% | +10.43% | 13,952.9 | ||
META | Meta Platforms Inc | 8,253 | 4,756.7 | +0.01% | 3.680 | 0% | 0.000 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
AMZN | Amazon.com Inc | 23,776 | 4,523.6 | +1.23% | 3.500 | +0.04% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
CRWD | CrowdStrike Holdings Inc | 11,825 | 4,169.3 | +86.78% | 3.230 | +1.50% | 0.000 | +19.64% | +34.88% | 115,033.0 | Software | |
VGK | Vanguard FTSE Europe ETF | 54,003 | 3,791.6 | New Holding | 2.940 | +2.94% | 0.020 | +13.51% | +27.73% | 26,138.5 |
PRIMORIS WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns
PRIMORIS WEALTH ADVISORS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPMO | Invesco S&P 500 Momentum ETF | 2025-03-31 | Add Add | +3.78% | 91.76 ($97.86) 103.26 | $114.36 | 16.86% | Add 1702.29% | 55,871 | 52,771 | |
FTEC |
Fidelity MSCI Information Technology Index ETF
Fidelity MSCI Information Technology Index ETF
| 2025-03-31 | Reduce Reduce | -3.27% | 161.27 ($179.26) 192.3 | $203.62 | 13.59% | Reduce -43.41% | 30,312 | -23,255 | |
VGK | Vanguard FTSE Europe ETF | 2025-03-31 | New Buy New Buy | +2.94% | 63.07 ($68.94) 73.5 | $79.57 | 15.42% | New holding | 54,003 | 54,003 | |
HACK | Amplify Cybersecurity ETF | 2025-03-31 | New Buy New Buy | +2.89% | 71.53 ($76.77) 82.82 | $85.75 | 11.70% | New holding | 51,977 | 51,977 | |
LMT | Lockheed Martin Corp | 2025-03-31 | Reduce Reduce | -2.81% | 423.19 ($460.32) 506.29 | $419.39 | -8.89% | Reduce -94.14% | 473 | -7,594 | |
EUAD |
Select STOXX Europe Aerospace & Defense ETF
Select STOXX Europe Aerospace & Defense ETF
| 2025-03-31 | New Buy New Buy | +2.15% | 24.4 ($29.43) 36.06 | $43.55 | 47.98% | New holding | 82,750 | 82,750 | |
ROBO |
ROBO Global Robotics and Automation Index ETF
ROBO Global Robotics and Automation Index ETF
| 2025-03-31 | New Buy New Buy | +2.14% | 51.5 ($57.31) 60.89 | $63.63 | 11.03% | New holding | 53,700 | 53,700 | |
XLU | Utilities Select Sector SPDR ETF | 2025-03-31 | Reduce Reduce | -1.94% | 74.7 ($78.14) 80.27 | $84.41 | 8.02% | Reduce -67.8% | 15,998 | -33,681 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Reduce Reduce | -1.50% | 96.63 ($111.19) 129.55 | $158.65 | 42.68% | Reduce -49.13% | 16,891 | -16,314 | |
CRWD | CrowdStrike Holdings Inc | 2025-03-31 | Add Add | +1.50% | 308.86 ($381.06) 455.36 | $461.52 | 21.11% | Add 86.78% | 11,825 | 5,494 |
PRIMORIS WEALTH ADVISORS, LLC Total Holding History ($B)
PRIMORIS WEALTH ADVISORS, LLC's Asset Allocation
PRIMORIS WEALTH ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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PRIMORIS WEALTH ADVISORS, LLC's Hypothetical Growth since 2025-03-31
PRIMORIS WEALTH ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PRIMORIS WEALTH ADVISORS, LLC's Holdings Heat Map
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PRIMORIS WEALTH ADVISORS, LLC's Holdings Bubble Chart
PRIMORIS WEALTH ADVISORS, LLC News
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