PRIMORIS WEALTH ADVISORS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PW PRIMORIS WEALTH ADVISORS, LLC | Institutional Filer | ▼ 14.61% | $142.7M | 96 |
Current Portfolio Holdings
Showing all 96 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 13K | $8.0M | 5.58% |
| 2 | FTEC | FIDELITY COVINGTON TRUST | — | 36K | $7.6M | 5.31% |
| 3 | LRCX | Lam Research Corporation | Technology | 33K | $7.1M | 4.95% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | — | 126K | $5.8M | 4.03% |
| 5 | FUTY | FIDELITY COVINGTON TRUST | — | 94K | $5.6M | 3.90% |
| 6 | AAPL | Apple Inc. | Technology | 22K | $5.5M | 3.84% |
| 7 | MU | Micron Technology, Inc. | Technology | 15K | $5.1M | 3.57% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 23K | $4.7M | 3.31% |
| 9 | AXGN | AxoGen, Inc. | Healthcare | 139K | $4.6M | 3.23% |
| 10 | VUG | VANGUARD INDEX FDS | — | 10K | $4.4M | 3.08% |
| 11 | AMD | Advanced Micro Devices, Inc. | Technology | 22K | $4.4M | 3.08% |
| 12 | GOOG | Alphabet Inc. | Technology | 15K | $4.4M | 3.05% |
| 13 | NVDA | NVIDIA Corporation | Technology | 23K | $3.9M | 2.75% |
| 14 | PLTR | Palantir Technologies Inc. | Technology | 25K | $3.7M | 2.58% |
| 15 | NEE | NextEra Energy, Inc. | Utilities | 35K | $3.3M | 2.30% |
Showing 1 to 15 of 96 holdings