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CIK: 0001731446
Total reported value
$10.3B
$10.3B
1044 檔
13.3%
As reported in its official Q1 2025 Form 13F filing, Prime Capital Investment Advisors, LLC's tracked investment portfolio stood at $10.3B with 1044 total positions.
In Q1 2025, Prime Capital Investment Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1044 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.11% | -0.16% | +43.09% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.00% | -0.20% | -0.67% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.86% | -0.24% | +29.03% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.68% | -0.14% | +26.89% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.42% | -0.58% | +39.27% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.32% | -0.11% | +78.38% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 1.98% | -0.14% | +35.45% | |
| 8 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.88% | +0.78% | +41.30% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | +3.34% | +40.83% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -0.20% | +23.37% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.80% | -0.22% | +171.59% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | -0.08% | +27.67% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.66% | -0.17% | +18.71% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.61% | -0.09% | -3.41% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.53% | +0.07% | +18.25% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.50% | -0.09% | -1.48% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | -0.08% | +18.77% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.33% | -0.09% | +40.10% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.29% | -0.76% | +9.14% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.26% | -0.03% | +28.97% | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 1.19% | -0.17% | +4.82% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.17% | -0.13% | +1.93% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.05% | +0.13% | +14.82% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.01% | -0.06% | -0.38% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.16% | +30.81% | |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.94% | -0.88% | +43.20% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.91% | -0.02% | +42.19% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.81% | -0.04% | +45.91% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | +0.04% | +36.32% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.78% | -0.12% | +6.67% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.76% | -0.24% | +11.32% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.74% | +1.92% | +33.53% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.19% | +26.66% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.72% | -0.09% | +2.13% | |
| 35 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.68% | -0.10% | +6.45% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.11% | +31.19% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.05% | +18.79% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.62% | -0.04% | +83.86% | |
| 39 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.62% | -0.03% | -1.01% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.12% | +20.84% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.13% | +27.58% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | -0.01% | +24.93% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.21% | +31.48% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | +0.02% | +43.23% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.02% | +20.63% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | -0.04% | +32.86% | |
| 47 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.54% | +0.01% | +23.15% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.06% | +39.94% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.51% | -0.06% | +227.52% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.48% | -0.02% | +71.63% |
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 1044 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, VTI, ITOT) accounted for 13.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHX
市值: $351.8M
During Q1 2025, Prime Capital Investment Advisors, LLC's top holdings by market value included SCHX (4.1%)、VTI (4.0%)、ITOT (2.9%). The largest single position, SCHX, represented 4.1% of total portfolio value.
In Q1 2025, Prime Capital Investment Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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