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CIK: 0001731446
Total reported value
$10.3B
$10.3B
992 檔
11.2%
At the close of Q1 2024, Prime Capital Investment Advisors, LLC disclosed equity holdings valued at approximately $10.3B, spread across 992 reported holdings.
During Q1 2024, Prime Capital Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 992 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.89% | -0.20% | -4.15% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.04% | +0.07% | +4.50% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.75% | -0.16% | +1.57% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.74% | -0.24% | +32.24% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.68% | -0.09% | -8.84% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.61% | -0.09% | -1.03% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.32% | -0.14% | +0.85% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.27% | -0.58% | +16.53% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.16% | -0.17% | -11.02% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.13% | -0.20% | -0.51% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.11% | -0.11% | +7.50% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.09% | -0.02% | +6.89% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.72% | -0.14% | +9.03% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | -0.08% | -0.65% | |
| 15 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.36% | -0.06% | -2.83% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | -0.08% | -1.65% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.32% | -0.13% | +4.50% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.27% | -0.09% | +14.73% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 1.26% | -0.17% | +21.16% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.19% | +0.13% | +3.72% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.92% | -0.24% | -4.29% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 0.88% | -0.12% | +2.52% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +3.34% | -3.45% | |
| 24 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.84% | -0.88% | +19.07% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.82% | -0.04% | +7.49% | |
| 26 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.81% | -0.03% | -3.18% | |
| 27 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.79% | -0.22% | -4.56% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.78% | -0.09% | +18.09% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.04% | -9.24% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.16% | -6.21% | |
| 31 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.70% | +0.04% | -20.93% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.69% | -0.10% | +21.95% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.02% | -10.30% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.13% | -1.30% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.59% | +1.92% | -4.07% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.21% | +31.69% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.05% | -16.81% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | -0.02% | +6.45% | |
| 39 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.54% | +0.01% | +8.78% | |
| 40 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.53% | -0.07% | +14.35% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.52% | -0.03% | +4.59% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.52% | -0.02% | -0.88% | |
| 43 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.52% | -0.01% | +13.55% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.12% | +1.35% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | +0.02% | +18.22% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.19% | +163.68% | |
| 47 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.49% | -0.06% | +21.53% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.03% | +18.25% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.06% | +14.10% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | -0.04% | -10.61% |
According to official SEC Form 13F filings, Prime Capital Investment Advisors, LLC reported a total U.S. public equity portfolio value of $10.3B across 992 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, QQQ, SCHX) accounted for 11.2% of total reported equity market value during Q1 2024.
During Q1 2024, Prime Capital Investment Advisors, LLC's top holdings by market value included VTI (4.9%)、QQQ (3.0%)、SCHX (2.8%). The largest single position, VTI, represented 4.9% of total portfolio value.
In Q1 2024, Prime Capital Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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