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CIK: 0001731446
Total reported value
$10.3B
$10.3B
920 檔
11.4%
According to the latest 13F quarterly dataset, Prime Capital Investment Advisors, LLC managed an equity portfolio of $10.3B at the end of Q4 2024, spanning 920 distinct U.S. exchange-listed positions.
During Q4 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, AAPL) accounted for 11.4% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 920 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.28% | -0.20% | -2.70% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.75% | -0.16% | +190.06% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.97% | -0.14% | +0.86% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.91% | -0.24% | -0.16% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.17% | -0.08% | +1.58% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.12% | -0.58% | -1.92% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | -0.20% | +1.86% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.07% | -0.09% | -15.09% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.99% | -0.09% | -28.59% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.83% | -0.17% | -3.52% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.78% | -0.14% | -1.61% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.76% | +0.07% | -0.82% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.74% | +3.34% | +28.64% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | -0.08% | +2.11% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.60% | -0.76% | -4.71% | |
| 16 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.59% | +0.78% | +27.86% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.51% | -0.11% | +96.98% | |
| 18 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.47% | -1.08% | EXIT | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.44% | -0.13% | +5.35% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.40% | -0.06% | -2.39% | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 1.38% | -0.17% | +2.36% | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.34% | -0.03% | -1.33% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.23% | -0.09% | -2.19% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.08% | +0.13% | +3.29% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 0.93% | -0.12% | +0.67% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | +0.05% | -0.71% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.88% | -0.09% | +2.94% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.84% | -0.02% | +187.70% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.84% | -0.24% | +0.77% | |
| 30 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.83% | -0.88% | -0.52% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.16% | +7.27% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.77% | -0.04% | +286.36% | |
| 33 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.77% | -0.03% | -0.62% | |
| 34 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.76% | -0.10% | +106.96% | |
| 35 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.74% | -0.22% | -1.08% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.19% | +0.34% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.02% | -2.93% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.04% | -5.40% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.64% | +1.92% | -1.00% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.11% | +1.51% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.13% | +3.93% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.12% | +1.87% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.06% | +5.29% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.01% | +11.27% | |
| 45 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.55% | +0.01% | -1.68% | |
| 46 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.54% | -0.06% | +2.74% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.03% | -1.01% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.21% | -1.01% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | -0.02% | -2.63% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.02% | +2.09% |
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 920 disclosed positions in Q4 2024.
During Q4 2024, Prime Capital Investment Advisors, LLC's top holdings by market value included VTI (5.3%)、SCHX (3.8%)、AAPL (3.0%). The largest single position, VTI, represented 5.3% of total portfolio value.
In Q4 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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