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CIK: 0001731446
Total reported value
$10.3B
$10.3B
911 檔
11.3%
According to the latest 13F quarterly dataset, Prime Capital Investment Advisors, LLC managed an equity portfolio of $10.3B at the end of Q2 2024, spanning 911 distinct U.S. exchange-listed positions.
During Q2 2024, Prime Capital Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, SCHX, SPY) accounted for 11.3% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 911 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.18% | -0.20% | -2.99% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.78% | -0.16% | +24.94% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.80% | -0.09% | -5.89% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.80% | -0.24% | -6.50% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.63% | -0.09% | -4.38% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.58% | -0.14% | -14.71% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.27% | -0.58% | -5.01% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.19% | -0.20% | -8.85% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.88% | -0.08% | +691.62% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.85% | -0.17% | -22.53% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.77% | -0.14% | -1.41% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.68% | -0.11% | -23.86% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.68% | +0.07% | -51.87% | |
| 14 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.56% | -1.08% | EXIT | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | -0.08% | -7.30% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.39% | -0.03% | +32551.54% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.38% | -0.76% | +4572.35% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.36% | -0.13% | -1.41% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 1.33% | -0.17% | +0.10% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.32% | -0.06% | -3.05% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.26% | -0.09% | -10.08% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | +3.34% | +33.61% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.11% | +0.13% | -11.04% | |
| 24 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.10% | +0.78% | — | |
| 25 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.98% | -0.06% | +212.05% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.95% | -0.12% | +2.44% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.88% | -0.02% | -58.35% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.86% | -0.24% | -12.66% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | +0.04% | -11.43% | |
| 30 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.83% | -0.88% | -9.47% | |
| 31 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.82% | -0.03% | -1.65% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.82% | -0.09% | +0.12% | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.81% | -0.22% | -2.03% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.77% | -0.04% | -18.13% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.02% | -10.70% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.73% | -0.10% | -0.88% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.16% | -5.16% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.68% | +1.92% | +10.97% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.05% | -12.50% | |
| 40 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.57% | +0.01% | -0.21% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.13% | -11.56% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.12% | -10.93% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.21% | -10.16% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.03% | -4.75% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.19% | -11.83% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.06% | -12.97% | |
| 47 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.51% | -0.06% | -1.27% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | +0.02% | -6.94% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | -0.02% | -6.71% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.11% | +4.95% |
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 911 disclosed positions in Q2 2024.
During Q2 2024, Prime Capital Investment Advisors, LLC's top holdings by market value included VTI (5.2%)、SCHX (3.8%)、SPY (2.8%). The largest single position, VTI, represented 5.2% of total portfolio value.
In Q2 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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