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CIK: 0001731446
Total reported value
$10.3B
$10.3B
985 檔
13.9%
According to the latest 13F quarterly dataset, Prime Capital Investment Advisors, LLC managed an equity portfolio of $10.3B at the end of Q3 2025, spanning 985 distinct U.S. exchange-listed positions.
In Q3 2025, Prime Capital Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 43 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 985 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.86% | -0.20% | -1.04% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.30% | -0.58% | +6.68% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.37% | -0.16% | -8.19% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.85% | -0.24% | -0.38% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.67% | -0.08% | -1.71% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.62% | -0.14% | +2.28% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.12% | -0.22% | +1.38% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | -0.20% | -0.18% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.87% | -0.11% | -2.61% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | +3.34% | -3.06% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.69% | -0.14% | +0.68% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.66% | -0.17% | -1.17% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.59% | +0.07% | -0.76% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.56% | -0.88% | -0.54% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.52% | -0.76% | -10.60% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | -0.08% | +0.22% | |
| 17 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.40% | -1.08% | EXIT | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.35% | -0.09% | -13.64% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.32% | -0.03% | -2.06% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.22% | +0.13% | +4.30% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.22% | -0.13% | -2.46% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 1.20% | -0.17% | +0.89% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.16% | -0.06% | -2.56% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.13% | -0.09% | -0.46% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.10% | +0.05% | -2.17% | |
| 26 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.84% | +0.78% | +4.44% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.02% | +3.88% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.78% | -0.12% | +4.11% | |
| 29 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.78% | -0.03% | -1.17% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.16% | +5.23% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.77% | -0.09% | +2.03% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.19% | +1.25% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.76% | +1.92% | +1.42% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.11% | +9.86% | |
| 35 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.75% | -0.65% | +11.72% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.74% | -0.24% | +6.03% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.73% | -0.02% | -4.78% | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.70% | -0.10% | +2.30% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.06% | -2.06% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.04% | +7.44% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.64% | -0.04% | -10.23% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.13% | +4.82% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.60% | -0.12% | -4.37% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.01% | -9.51% | |
| 45 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.55% | -0.09% | -6.54% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.12% | +2.07% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.50% | -0.03% | +0.10% | |
| 48 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.48% | -0.06% | +1.21% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.03% | +5.51% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.21% | +4.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +1.9% | +6.68% | Add |
| 2 | NVDA | Nvidia CORP | +0.9% | -1.71% | Trim |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.9% | -1.04% | Trim |
| 4 | VGLT | Vanguard Long-term Treasury | +0.7% | +11.72% | Add |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | +0.6% | -0.54% | Add |
| 6 | AVGO | Broadcom Inc | +0.5% | -2.17% | Trim |
| 7 | VGK | Vanguard Ftse Europe ETF | +0.3% | +1.38% | Trim |
| 8 | PLTR | Palantir Technologies Inc-a | +0.3% | -4.37% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.88% | Trim |
| 10 | RDVI | Ft Vest Rising Dividend Achi | +0.2% | +4.65% | Add |
| 11 | GEV | GE Vernova Inc | +0.2% | +7.32% | Add |
| 12 | TSLA | Tesla Inc | +0.2% | +5.51% | Trim |
| 13 | SNPS | Synopsys Inc | +0.2% | +2574.20% | Add |
| 14 | ITOT | Ishares Core S&p Total U.s. | 0% | -0.38% | Trim |
| 15 | AAPL | Apple Inc | -0.1% | +2.28% | Trim |
| 16 | IVV | Ishares Core S&p 500 ETF | -0.1% | -3.06% | Trim |
| 17 | PG | Procter & Gamble Co/the | -0.1% | -5.05% | Trim |
| 18 | NOBL | Proshares S&p 500 Dividend A | -0.1% | -4.60% | Trim |
| 19 | LLY | Eli Lilly & Co | -0.1% | +7.44% | Trim |
| 20 | VUG | Vanguard Growth ETF | -0.1% | +0.48% | Trim |
| 21 | SPMB | Ss Spdr P Mort Back Bond ETF | -0.1% | -44.11% | Trim |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -13.64% | Trim |
| 23 | V | Visa Inc-class A Shares | -0.2% | -0.01% | Trim |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | -0.09% | Trim |
| 25 | CRM | Salesforce Inc | -0.2% | -20.26% | Trim |
| 26 | ADBE | Adobe Inc | -0.2% | -71.49% | Trim |
| 27 | XOM | Exxon Mobil CORP | -0.2% | +4.52% | Trim |
| 28 | LMT | Lockheed Martin CORP | -0.2% | -10.75% | Trim |
| 29 | AMLP | Alerian Mlp ETF | -0.2% | -1.84% | Trim |
| 30 | SCHG | Schwab US Large-cap Growth | -0.2% | -10.23% | Trim |
| 31 | SCHM | Schwab US Mid Cap ETF | -0.2% | -4.78% | Trim |
| 32 | MA | Mastercard Inc - A | -0.2% | -18.75% | Trim |
| 33 | MRK | Merck & Co. Inc. | -0.2% | -28.09% | Trim |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | -0.2% | -71.44% | Trim |
| 35 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -0.46% | Trim |
| 36 | SCHV | Schwab US Large-cap Value | -0.2% | -3.14% | Trim |
| 37 | AGGH | Simplify Aggregate Bond ETF | -0.2% | — | Trim |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +5.23% | Trim |
| 39 | IAGG | Ishares Intl Aggregate Bond | -0.2% | +1.92% | Trim |
| 40 | DFUV | Dimensional US Marketwide Va | -0.2% | — | Trim |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.2% | -81.21% | Trim |
| 42 | IGIB | Ishares 5-10y Inv Grade CORP | -0.3% | -4.33% | Trim |
| 43 | VTV | Vanguard Value ETF | -0.3% | +0.68% | Trim |
| 44 | SCHF | Schwab Intl Equity ETF | -0.5% | -2.61% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.5% | -59.74% | Trim |
| 46 | JEPI | Jpmorgan Equity Premium Inco | -0.5% | -13.42% | Trim |
| 47 | SCHX | Schwab US Large-cap ETF | -0.7% | -8.19% | Trim |
| 48 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | -1% | +4.44% | Trim |
| 49 | GOVT | Ishares US Treasury Bond ETF | -1.1% | -6.54% | Trim |
| 50 | AVLV | Avantis US Large Cap Value | — | NEW | New buy |
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 985 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, AGG, SCHX) accounted for 13.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVLV
市值: $111.2M
Top Position Liquidated / Trimmed
SCHX
前期市值: $351.8M
During Q3 2025, Prime Capital Investment Advisors, LLC's top holdings by market value included VTI (4.9%)、AGG (4.3%)、SCHX (3.4%). The largest single position, VTI, represented 4.9% of total portfolio value.
In Q3 2025, Prime Capital Investment Advisors, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 43 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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