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CIK: 0001909619
Total reported value
$219.3M
$219.3M
100 檔
13.9%
At the close of Q2 2025, Primoris Wealth Advisors, LLC disclosed equity holdings valued at approximately $219.3M, spread across 100 reported holdings.
Primoris Wealth Advisors, LLC executed strategic sector rebalancing during Q2 2025, establishing 14 new positions while fully exiting 9 holdings and trimming 44 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.67% | -0.78% | +6.38% | |
| 2 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 4.60% | +0.06% | +12.72% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.11% | -0.46% | -1.03% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.97% | -1.41% | -9.78% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.42% | -0.39% | -3.87% | |
| 6 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.33% | +0.05% | -18.95% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.13% | -0.99% | +0.89% | |
| 8 | HACK | Amplify Cybersecurity ETF | ETF-Other | 3.00% | -0.09% | -1.92% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 2.93% | -1.00% | +635.72% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.76% | -0.68% | +7.58% | |
| 11 | MOO | Vaneck Agribusiness ETF | ETF-Other | 2.67% | -1.63% | EXIT | |
| 12 | PM | Philip Morris International | Stock-Consumer Staples | 2.59% | -0.46% | +41.94% | |
| 13 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.59% | -1.43% | -14.46% | |
| 14 | LRCX | Lam Research CORP | Stock-Tech | 2.35% | +0.22% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | -1.00% | +2.92% | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 2.25% | +1.79% | +37.42% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 2.22% | +1.34% | +91.08% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.15% | — | -24.81% | |
| 19 | EUAD | Select Stoxx Eur Aer De ETF | ETF-Other | 2.03% | — | -16.71% | |
| 20 | FVAL | Fidelity Value Factor ETF | ETF-Other | 1.98% | -0.56% | +40.09% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.80% | -0.53% | -11.73% | |
| 22 | SLV | Ishares Silver Trust | ETF-Commodities | 1.74% | — | +310.17% | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 1.69% | -0.84% | +1.42% | |
| 24 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.67% | -2.16% | +110.31% | |
| 25 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.58% | — | — | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.38% | -0.51% | -6.17% | |
| 27 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.35% | — | -67.60% | |
| 28 | FDVV | Fidelity High Dividend ETF | ETF-Other | 1.32% | -0.43% | -5.53% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.21% | -0.63% | — | |
| 30 | INDA | Ishares Msci India ETF | ETF-Other | 1.20% | — | — | |
| 31 | SO | Southern Co/the | Stock-Utilities | 1.08% | -0.43% | -6.49% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.06% | -0.29% | +0.80% | |
| 33 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.00% | +0.09% | — | |
| 34 | EWZS | Ishares Msci Brazil Small-ca | ETF-Other | 0.96% | — | — | |
| 35 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 0.86% | -0.31% | -19.95% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.83% | -0.33% | -6.98% | |
| 37 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.80% | — | — | |
| 38 | PFF | Ishares Preferred & Income S | ETF-Other | 0.79% | -0.29% | -4.84% | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.71% | -0.13% | -16.29% | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.70% | +0.26% | NEW | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.35% | -0.95% | |
| 42 | XBKNX | Blackrock Invest Qlty Muni | Stock-Other | 0.66% | — | -16.11% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.64% | -0.21% | +2.81% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | -0.15% | +0.51% | |
| 45 | VV | Vanguard Large-cap ETF | ETF-Other | 0.61% | -0.17% | — | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | -0.18% | +0.01% | |
| 47 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.49% | -0.10% | -7.60% | |
| 48 | GIS | General Mills Inc | Stock-Consumer Staples | 0.45% | -0.12% | — | |
| 49 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 0.43% | +0.19% | +128.16% | |
| 50 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.40% | -0.14% | +0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MOO | Vaneck Agribusiness ETF | +2.7% | NEW | New buy |
| 2 | GLD | Spdr Gold Shares | +2.5% | +635.72% | Add |
| 3 | GDX | Vaneck Gold Miners ETF | +1.6% | NEW | New buy |
| 4 | SLV | Ishares Silver Trust | +1.3% | +310.17% | Add |
| 5 | INDA | Ishares Msci India ETF | +1.2% | NEW | New buy |
| 6 | VUG | Vanguard Growth ETF | +1.1% | +91.08% | Add |
| 7 | EWZS | Ishares Msci Brazil Small-ca | +1% | NEW | New buy |
| 8 | AMD | Advanced Micro Devices | +0.9% | +37.42% | Add |
| 9 | FTEC | Fidelity Msci Info Tech Indx | +0.8% | +12.72% | Add |
| 10 | FUTY | Fidelity Msci US Utilities | +0.8% | +110.31% | Add |
| 11 | EWZ | Ishares Msci Brazil ETF | +0.8% | NEW | New buy |
| 12 | PM | Philip Morris International | +0.8% | +41.94% | Add |
| 13 | NVDA | Nvidia CORP | +0.8% | +7.58% | Add |
| 14 | FVAL | Fidelity Value Factor ETF | +0.5% | +40.09% | Add |
| 15 | PLTR | Palantir Technologies Inc-a | +0.5% | -14.46% | Trim |
| 16 | META | Meta Platforms Inc-class A | +0.4% | -1.03% | Trim |
| 17 | MSFT | Microsoft CORP | +0.4% | +2.92% | Add |
| 18 | LRCX | Lam Research CORP | +0.4% | — | Unchanged |
| 19 | AAAU | Goldman Sachs Physical Gold | +0.4% | NEW | New buy |
| 20 | DVY | Ishares Select Dividend ETF | +0.3% | NEW | New buy |
| 21 | CLOZ | Eldridge Bbb-b Clo ETF | +0.2% | +128.16% | Add |
| 22 | FNCL | Fidelity Msci Financial Indx | +0.2% | NEW | New buy |
| 23 | MP | Mp Materials CORP | +0.2% | NEW | New buy |
| 24 | VOO | Vanguard S&p 500 ETF | +0.2% | +6.38% | Add |
| 25 | COF | Capital One Financial CORP | +0.2% | NEW | New buy |
| 26 | FENY | Fidelity Msci Energy Index | +0.2% | NEW | New buy |
| 27 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 28 | LLY | Eli Lilly & Co | +0.1% | NEW | New buy |
| 29 | VZ | Verizon Communications Inc | +0.1% | NEW | New buy |
| 30 | HACK | Amplify Cybersecurity ETF | +0.1% | -1.92% | Trim |
| 31 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -18.95% | Trim |
| 32 | NOW | Servicenow Inc | +0.1% | +1.42% | Add |
| 33 | MSTR | Strategy Inc | 0% | — | Unchanged |
| 34 | GOOGL | Alphabet Inc-cl A | 0% | +5.99% | Add |
| 35 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 36 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.31% | Add |
| 37 | SCHF | Schwab Intl Equity ETF | 0% | +2.81% | Add |
| 38 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 39 | MS | Morgan Stanley | 0% | — | Unchanged |
| 40 | THC | Tenet Healthcare CORP | 0% | -14.87% | Trim |
| 41 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 42 | VWO | Vanguard Ftse Emerging Marke | 0% | -3.17% | Trim |
| 43 | ETJ | Eaton Vance Rsk-mgd Divers | 0% | +0.02% | Add |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.80% | Add |
| 45 | WMT | Walmart Inc | 0% | -0.95% | Trim |
| 46 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 47 | IJR | Ishares Core S&p Small-cap E | 0% | +0.02% | Add |
| 48 | USA | Liberty All Star Equity Fund | 0% | -18.73% | Trim |
| 49 | LMT | Lockheed Martin CORP | 0% | -3.59% | Trim |
| 50 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.01% | Add |
According to official SEC Form 13F filings, Primoris Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $219.3M across 100 disclosed positions in Q2 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 VOO, FTEC, META) accounted for 13.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
MOO
市值: $3.9M
Top Position Liquidated / Trimmed
ROBO
前期市值: $2.8M
During Q2 2025, Primoris Wealth Advisors, LLC's top holdings by market value included VOO (4.7%)、FTEC (4.6%)、META (4.1%). The largest single position, VOO, represented 4.7% of total portfolio value.
In Q2 2025, Primoris Wealth Advisors, LLC made 94 total portfolio adjustments, initiating 14 new buys, adding to 27 positions, trimming 44 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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