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CIK: 0001909619
Total reported value
$219.3M
$219.3M
95 檔
12.7%
According to the latest 13F quarterly dataset, Primoris Wealth Advisors, LLC managed an equity portfolio of $219.3M at the end of Q1 2025, spanning 95 distinct U.S. exchange-listed positions.
Primoris Wealth Advisors, LLC executed strategic sector rebalancing during Q1 2025, establishing 13 new positions while fully exiting 9 holdings and trimming 41 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.98% | -1.41% | -1.06% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.50% | -0.78% | +15.38% | |
| 3 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 4.21% | — | -2.23% | |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 4.00% | -0.01% | +1702.29% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.80% | -0.99% | +0.78% | |
| 6 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 3.78% | +0.06% | -43.41% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.68% | -0.46% | +0.01% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.50% | -0.39% | +1.23% | |
| 9 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.23% | +0.05% | +86.78% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.94% | — | — | |
| 11 | HACK | Amplify Cybersecurity ETF | ETF-Other | 2.89% | -0.09% | — | |
| 12 | EUAD | Select Stoxx Eur Aer De ETF | ETF-Other | 2.15% | — | — | |
| 13 | ROBO | Robo Global Robotics And Aut | ETF-Other | 2.14% | +0.09% | NEW | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.12% | -1.43% | -30.18% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.03% | -0.53% | +0.45% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | -0.68% | -27.43% | |
| 17 | LRCX | Lam Research CORP | Stock-Tech | 1.99% | +0.22% | +0.14% | |
| 18 | NEE | Nextera Energy Inc | Stock-Utilities | 1.92% | -0.84% | -4.49% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | -1.00% | +1.10% | |
| 20 | PM | Philip Morris International | Stock-Consumer Staples | 1.80% | -0.46% | -26.36% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.69% | -0.51% | -0.45% | |
| 22 | FDVV | Fidelity High Dividend ETF | ETF-Other | 1.51% | -0.43% | +0.03% | |
| 23 | FVAL | Fidelity Value Factor ETF | ETF-Other | 1.50% | -0.56% | +2.45% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.49% | -0.63% | -4.45% | |
| 25 | EWG | Ishares Msci Germany ETF | ETF-Other | 1.41% | — | — | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 1.34% | +1.79% | -49.13% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 1.32% | -0.43% | — | |
| 28 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 1.26% | -0.31% | -3.95% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 1.12% | +1.34% | +14.24% | |
| 30 | SNOW | Snowflake Inc | Stock-Tech | 1.11% | — | — | |
| 31 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.11% | +0.09% | +5.41% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.08% | -0.29% | — | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.98% | -0.33% | -67.80% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-Other | 0.95% | -0.29% | -10.85% | |
| 35 | XBKNX | Blackrock Invest Qlty Muni | Stock-Other | 0.94% | — | +6.57% | |
| 36 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.87% | -2.16% | -55.29% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.78% | -0.13% | -8.54% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.35% | +0.61% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | -0.15% | +0.60% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.63% | -0.21% | +1.56% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-Other | 0.63% | -0.17% | — | |
| 42 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.62% | -0.10% | — | |
| 43 | NOW | Servicenow Inc | Stock-Tech | 0.61% | +0.26% | NEW | |
| 44 | GIS | General Mills Inc | Stock-Consumer Staples | 0.59% | -0.12% | -1.53% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.56% | -0.18% | +6.36% | |
| 46 | INSE | Inspired Entertainment Inc | Stock-Other | 0.54% | — | -25.23% | |
| 47 | CLX | Clorox Company | Stock-Consumer Staples | 0.50% | — | -0.54% | |
| 48 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.48% | -0.07% | -66.81% | |
| 49 | WM | Waste Management Inc | Stock-Industrials | 0.47% | -0.14% | -1.27% | |
| 50 | NDMO | Nuveen Dynamic Municipal Opp | Stock-Other | 0.47% | -0.13% | -5.49% |
According to official SEC Form 13F filings, Primoris Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $219.3M across 95 disclosed positions in Q1 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 FBND, VOO, IWO) accounted for 12.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
VGK
市值: $3.8M
Top Position Liquidated / Trimmed
AMLP
前期市值: $1.9M
During Q1 2025, Primoris Wealth Advisors, LLC's top holdings by market value included FBND (5.0%)、VOO (4.5%)、IWO (4.2%). The largest single position, FBND, represented 5.0% of total portfolio value.
In Q1 2025, Primoris Wealth Advisors, LLC made 88 total portfolio adjustments, initiating 13 new buys, adding to 25 positions, trimming 41 holdings, and fully liquidating 9 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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