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CIK: 0001731446
Total reported value
$10.3B
$10.3B
909 檔
11.6%
In Q3 2024, Prime Capital Investment Advisors, LLC's U.S. equity holdings reached a combined market value of $10.3B, distributed across 909 disclosed stock positions.
During Q3 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 909 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.21% | -0.20% | -1.39% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.71% | -0.16% | -3.27% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.79% | -0.24% | -2.06% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.68% | -0.14% | -2.03% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.68% | -0.09% | -4.48% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.44% | -0.09% | -7.19% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.22% | -0.58% | -2.73% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.20% | +0.27% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.90% | -0.08% | +7.70% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 1.83% | -0.14% | -0.98% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.82% | -0.17% | -2.91% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.67% | -0.11% | -3.38% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.65% | +0.07% | +0.73% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.55% | -0.76% | +14.10% | |
| 15 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.47% | -1.08% | EXIT | |
| 16 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.40% | -0.06% | -0.85% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.40% | -0.08% | +6.98% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.38% | -0.17% | +3.89% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.37% | -0.13% | +2.12% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.33% | -0.03% | -7.53% | |
| 21 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.32% | +0.78% | +18.17% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +3.34% | +2.14% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.24% | -0.09% | -2.57% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.12% | +0.13% | -2.65% | |
| 25 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.92% | -0.06% | -1.33% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.92% | -0.12% | -1.06% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.86% | -0.09% | +5.97% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.86% | -0.02% | -5.03% | |
| 29 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.84% | -0.88% | -1.55% | |
| 30 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.84% | -0.03% | +0.04% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.83% | -0.24% | -1.54% | |
| 32 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.83% | -0.22% | -0.69% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.04% | +2.61% | |
| 34 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.75% | -0.10% | +3.38% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.16% | -2.47% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.73% | -0.04% | -4.84% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.71% | +1.92% | +1.12% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | +0.05% | +940.01% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.02% | -4.57% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.19% | +8.18% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.13% | -3.86% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.11% | +12.46% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.12% | +3.79% | |
| 44 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.57% | +0.01% | -0.80% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.55% | -0.02% | -1.50% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.21% | +3.29% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.02% | -2.84% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.03% | -3.91% | |
| 49 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.53% | -0.06% | +4.00% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.06% | +8.22% |
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 909 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, SCHX, ITOT) accounted for 11.6% of total reported equity market value during Q3 2024.
During Q3 2024, Prime Capital Investment Advisors, LLC's top holdings by market value included VTI (5.2%)、SCHX (3.7%)、ITOT (2.8%). The largest single position, VTI, represented 5.2% of total portfolio value.
In Q3 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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