Prime Capital Investment Advisors
Latest statistics and disclosures from Prime Capital Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, QQQ, SCHM, AAPL, SCHF, and represent 23.45% of Prime Capital Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: VGLT (+$50M), DFUV (+$30M), BRK.A (+$16M), NXTE (+$11M), UNH (+$7.8M), GLD (+$7.4M), AVGO (+$6.7M), VTI (+$6.5M), FCX (+$6.3M), AMAT (+$6.1M).
- Started 143 new stock positions in BMRN, ZVIA, AVDV, DFUV, QCLN, RBLX, ECL, SPG, AJG, TELL.
- Reduced shares in these 10 stocks: SCHX (-$29M), QQQ (-$24M), JEPI (-$22M), VIG (-$20M), IVV (-$20M), MSFT (-$19M), QUAL (-$19M), NOBL (-$17M), DVY (-$17M), BSV (-$16M).
- Sold out of its positions in SURE, AEG, A, AEP, ABC, TEAM, WRB, BKI, BST, CHY.
- Prime Capital Investment Advisors was a net seller of stock by $-348M.
- Prime Capital Investment Advisors has $2.4B in assets under management (AUM), dropping by -8.48%.
- Central Index Key (CIK): 0001731446
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Portfolio Holdings for Prime Capital Investment Advisors
Prime Capital Investment Advisors holds 547 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Prime Capital Investment Advisors has 547 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Prime Capital Investment Advisors March 31, 2023 positions
- Download the Prime Capital Investment Advisors March 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) | 5.6 | $136M | -17% | 2.8M | 48.37 |
|
| Invesco Qqq Tr Unit Ser 1 Etf (QQQ) | 5.6 | $136M | -15% | 424k | 320.93 |
|
| Schwab Strategic Tr Us Mid-cap Etf Etf (SCHM) | 4.6 | $111M | -4% | 1.6M | 67.85 |
|
| Apple Stock (AAPL) | 4.0 | $96M | -4% | 581k | 164.90 |
|
| Schwab Strategic Tr Intl Eqty Etf Etf (SCHF) | 3.6 | $87M | -5% | 2.5M | 34.80 |
|
| Ishares Tr Select Divid Etf Etf (DVY) | 3.3 | $79M | -17% | 676k | 117.18 |
|
| Microsoft Corp Stock (MSFT) | 2.5 | $59M | -24% | 206k | 288.30 |
|
| Ishares Tr Core S&p Ttl Stk Etf (ITOT) | 2.1 | $50M | -10% | 556k | 90.55 |
|
| Vanguard Scottsdale Fds Long Term Treas Etf (VGLT) | 2.1 | $50M | NEW | 764k | 65.51 |
|
| Ishares Tr Core Us Aggbd Et Etf (AGG) | 2.0 | $48M | +3% | 484k | 99.64 |
|
| Schwab Strategic Tr Us Lcap Gr Etf Etf (SCHG) | 1.7 | $41M | -4% | 631k | 65.17 |
|
| Wisdomtree Tr Us Qtly Div Grt Etf (DGRW) | 1.4 | $34M | -11% | 543k | 62.34 |
|
| Select Sector Spdr Tr Sbi Healthcare Etf (XLV) | 1.3 | $32M | -7% | 245k | 129.46 |
|
| Schwab Strategic Tr Us Sml Cap Etf Etf (SCHA) | 1.3 | $31M | -4% | 745k | 41.93 |
|
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| Dimensional Etf Trust Us Mktwide Value Etf (DFUV) | 1.3 | $30M | NEW | 905k | 33.48 |
|
| Ishares Tr Core Msci Total Etf (IXUS) | 1.2 | $30M | -6% | 486k | 61.95 |
|
| Amazon Stock (AMZN) | 1.2 | $30M | -24% | 288k | 103.29 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem Etf (JEPQ) | 1.0 | $24M | -30% | 542k | 45.09 |
|
| Unitedhealth Group Stock (UNH) | 1.0 | $24M | +46% | 52k | 472.59 |
|
| Nvidia Corporation Stock (NVDA) | 1.0 | $24M | -30% | 86k | 277.77 |
|
| Home Depot Stock (HD) | 1.0 | $23M | -10% | 78k | 295.12 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP) | 0.9 | $22M | -9% | 150k | 144.62 |
|
| Johnson & Johnson Stock (JNJ) | 0.9 | $21M | -25% | 137k | 155.00 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.8 | $20M | -27% | 66k | 308.77 |
|
| Select Sector Spdr Tr Sbi Cons Stpls Etf (XLP) | 0.8 | $19M | -40% | 258k | 74.71 |
|
| Costco Whsl Corp Stock (COST) | 0.8 | $19M | +33% | 39k | 496.88 |
|
| Abbvie Stock (ABBV) | 0.8 | $18M | -34% | 116k | 159.37 |
|
| Deere & Co Stock (DE) | 0.7 | $17M | +36% | 42k | 412.88 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.7 | $17M | 167k | 104.00 |
|
|
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.7 | $17M | +3500% | 36.00 | 465600.00 |
|
| Exxon Mobil Corp Stock (XOM) | 0.7 | $17M | +26% | 150k | 109.66 |
|
| J P Morgan Exchange Traded F Equity Premium Etf (JEPI) | 0.7 | $16M | -58% | 289k | 54.60 |
|
| Visa Inc Com Cl A Stock (V) | 0.6 | $16M | -27% | 69k | 225.46 |
|
| Broadcom Stock (AVGO) | 0.6 | $16M | +75% | 24k | 641.54 |
|
| Chevron Corp Stock (CVX) | 0.6 | $15M | -36% | 95k | 163.16 |
|
| Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) | 0.6 | $15M | -49% | 37k | 409.39 |
|
| Ishares Tr Ishs 1-5yr Invs Etf (IGSB) | 0.6 | $15M | -11% | 297k | 50.54 |
|
| Raytheon Technologies Corp Stock (RTX) | 0.6 | $15M | -36% | 150k | 97.93 |
|
| Schwab Strategic Tr Us Lcap Va Etf Etf (SCHV) | 0.6 | $14M | -3% | 217k | 65.58 |
|
| Procter And Gamble Stock (PG) | 0.6 | $14M | -32% | 95k | 148.69 |
|
| Pepsico Stock (PEP) | 0.5 | $13M | -40% | 72k | 182.30 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.5 | $13M | -29% | 125k | 103.73 |
|
| Disney Walt Stock (DIS) | 0.5 | $12M | -7% | 121k | 100.13 |
|
| Nextera Energy Stock (NEE) | 0.5 | $12M | -7% | 152k | 77.08 |
|
| Investment Managers Ser Tr I Axs Green Alpha Etf (NXTE) | 0.5 | $11M | NEW | 358k | 32.00 |
|
| Nike Inc Cl B Stock (NKE) | 0.5 | $11M | -24% | 92k | 122.64 |
|
| Select Sector Spdr Tr Technology Etf (XLK) | 0.5 | $11M | +24% | 74k | 151.01 |
|
| Advanced Micro Devices Stock (AMD) | 0.5 | $11M | -16% | 112k | 98.01 |
|
| Salesforce Stock (CRM) | 0.5 | $11M | -21% | 55k | 199.78 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.4 | $11M | +59% | 29k | 363.41 |
|
| Ishares Tr Core Intl Aggr Etf (IAGG) | 0.4 | $10M | +23% | 211k | 48.95 |
|
| Lilly Eli & Co Stock (LLY) | 0.4 | $10M | -39% | 30k | 343.42 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.4 | $10M | +7% | 76k | 130.31 |
|
| Target Corp Stock (TGT) | 0.4 | $9.9M | -14% | 60k | 165.63 |
|
| Spdr Gold Tr Gold Etf (GLD) | 0.4 | $9.9M | +305% | 54k | 183.22 |
|
| Amgen Stock (AMGN) | 0.4 | $9.8M | +55% | 41k | 241.75 |
|
| Select Sector Spdr Tr Energy Etf (XLE) | 0.4 | $9.5M | -33% | 114k | 82.83 |
|
| Vanguard Index Fds Total Stk Mkt Etf (VTI) | 0.4 | $9.5M | +216% | 46k | 204.10 |
|
| Cheniere Energy Stock (LNG) | 0.4 | $9.4M | +54% | 60k | 157.60 |
|
| Mcdonalds Corp Stock (MCD) | 0.4 | $9.1M | -27% | 33k | 279.61 |
|
| Lockheed Martin Corp Stock (LMT) | 0.4 | $8.9M | -23% | 19k | 472.72 |
|
| Merck & Co Stock (MRK) | 0.4 | $8.8M | -22% | 83k | 106.39 |
|
| Guggenheim Strategic Opportu Com Sbi Etf (GOF) | 0.4 | $8.8M | -21% | 544k | 16.17 |
|
| Caterpillar Stock (CAT) | 0.4 | $8.7M | +134% | 38k | 228.84 |
|
| American Express Stock (AXP) | 0.4 | $8.5M | +65% | 51k | 164.95 |
|
| Vanguard Specialized Funds Div App Etf Etf (VIG) | 0.3 | $8.2M | -70% | 54k | 154.01 |
|
| Boeing Stock (BA) | 0.3 | $8.1M | +71% | 38k | 212.43 |
|
| Starbucks Corp Stock (SBUX) | 0.3 | $8.0M | -10% | 77k | 104.13 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.3 | $7.7M | -20% | 36k | 211.94 |
|
| Alps Etf Tr Alerian M Stock (AMLP) | 0.3 | $7.6M | -41% | 197k | 38.65 |
|
| Ishares Tr U.s. Tech Etf Etf (IYW) | 0.3 | $7.1M | +12% | 77k | 92.81 |
|
| Coca Cola Stock (KO) | 0.3 | $7.0M | -36% | 113k | 62.03 |
|
| Verizon Communications Stock (VZ) | 0.3 | $6.9M | 178k | 38.89 |
|
|
| Adobe Systems Incorporated Stock (ADBE) | 0.3 | $6.9M | -33% | 18k | 385.37 |
|
| Oreilly Automotive Stock (ORLY) | 0.3 | $6.8M | -9% | 8.0k | 849.01 |
|
| Freeport-mcmoran Inc Cl B Stock (FCX) | 0.3 | $6.8M | +1416% | 165k | 40.91 |
|
| Qualcomm Stock (QCOM) | 0.3 | $6.8M | +10% | 53k | 127.58 |
|
| Schwab Strategic Tr Emrg Mkteq Etf Etf (SCHE) | 0.3 | $6.7M | 273k | 24.52 |
|
|
| Ishares Tr Msci Acwi Exus Etf (HAWX) | 0.3 | $6.6M | 240k | 27.38 |
|
|
| Listed Fd Tr B A D Etf Etf (BAD) | 0.3 | $6.5M | 505k | 12.97 |
|
|
| Applied Matls Stock (AMAT) | 0.3 | $6.5M | +1412% | 53k | 122.83 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd Etf (VTEB) | 0.3 | $6.5M | +284% | 128k | 50.66 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.3 | $6.1M | +247% | 21k | 285.80 |
|
| Dollar Gen Corp Stock (DG) | 0.3 | $6.1M | -2% | 29k | 210.46 |
|
| Newmont Corp Stock (NEM) | 0.2 | $5.9M | NEW | 120k | 49.02 |
|
| Korn Ferry Stock (KFY) | 0.2 | $5.8M | NEW | 113k | 51.74 |
|
| Honeywell Intl Stock (HON) | 0.2 | $5.7M | -51% | 30k | 191.12 |
|
| Cvs Health Corp Stock (CVS) | 0.2 | $5.5M | +3% | 75k | 74.31 |
|
| Northrop Grumman Corp Stock (NOC) | 0.2 | $5.5M | -29% | 12k | 461.72 |
|
| Intuit Stock (INTU) | 0.2 | $5.4M | +1230% | 12k | 445.83 |
|
| Resmed Stock (RMD) | 0.2 | $5.4M | NEW | 25k | 218.99 |
|
| Ishares Tr S&p 500 Grwt Etf Etf (IVW) | 0.2 | $5.4M | -49% | 84k | 63.89 |
|
| Pfizer Stock (PFE) | 0.2 | $5.3M | -64% | 130k | 40.80 |
|
| Abbott Labs Stock (ABT) | 0.2 | $5.3M | -11% | 52k | 101.26 |
|
| American Tower Corp Stock (AMT) | 0.2 | $5.3M | +6% | 26k | 204.34 |
|
| Lululemon Athletica Stock (LULU) | 0.2 | $5.2M | +33% | 14k | 364.19 |
|
| Tesla Stock (TSLA) | 0.2 | $5.1M | +28% | 25k | 207.46 |
|
| Crestwood Equity Partners Lp Unit Ltd Partner Stock (CEQP) | 0.2 | $4.7M | +26% | 187k | 24.93 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.2 | $4.7M | +50% | 8.1k | 576.34 |
|
| First Tr Exchange-traded Fd Nas Clnedg Green Etf (QCLN) | 0.2 | $4.5M | NEW | 86k | 52.23 |
|
| United States Stl Corp Stock (X) | 0.2 | $4.5M | -16% | 172k | 26.10 |
|
| Sherwin Williams Stock (SHW) | 0.2 | $4.4M | +34% | 20k | 224.77 |
|
| Schlumberger Ltd Com Stk Stock (SLB) | 0.2 | $4.4M | +75% | 89k | 49.10 |
|
| Constellation Brands Inc Cl A Stock (STZ) | 0.2 | $4.4M | +1222% | 19k | 225.89 |
|
| Ishares Tr Core S&p Mcp Etf Etf (IJH) | 0.2 | $4.2M | -22% | 17k | 250.16 |
|
| Danaher Corporation Stock (DHR) | 0.2 | $4.2M | +181% | 17k | 252.04 |
|
| Duke Energy Corp Stock (DUK) | 0.2 | $4.1M | 43k | 96.47 |
|
|
| Waste Connections Stock (WCN) | 0.2 | $4.1M | NEW | 29k | 139.07 |
|
| Bank America Corp Stock (BAC) | 0.2 | $3.9M | -7% | 138k | 28.60 |
|
| Select Sector Spdr Tr Sbi Int-inds Etf (XLI) | 0.2 | $3.9M | -42% | 38k | 101.18 |
|
| Ishares Tr Morningstar Grwt Etf (ILCG) | 0.2 | $3.9M | 70k | 55.36 |
|
|
| Taiwan Semiconductor Mfg Adr (TSM) | 0.2 | $3.8M | +127% | 41k | 93.02 |
|
| Automatic Data Processing In Stock (ADP) | 0.2 | $3.8M | +39% | 17k | 222.63 |
|
| Select Sector Spdr Tr Sbi Int-utils Etf (XLU) | 0.2 | $3.8M | -78% | 56k | 67.69 |
|
| Phillips Edison & Co Stock (PECO) | 0.2 | $3.8M | -57% | 116k | 32.62 |
|
| Devon Energy Corp Stock (DVN) | 0.2 | $3.8M | -60% | 74k | 50.61 |
|
| Genuine Parts Stock (GPC) | 0.2 | $3.7M | +466% | 22k | 167.31 |
|
| United Parcel Service Inc Cl B Stock (UPS) | 0.2 | $3.7M | +19% | 19k | 193.99 |
|
| Fiserv Stock (FISV) | 0.2 | $3.7M | +111% | 33k | 113.03 |
|
| Stryker Corporation Stock (SYK) | 0.2 | $3.6M | NEW | 13k | 285.46 |
|
| T-mobile Us Stock (TMUS) | 0.1 | $3.6M | +118% | 25k | 144.84 |
|
| Fastenal Stock (FAST) | 0.1 | $3.6M | +1041% | 66k | 53.94 |
|
| Diamondback Energy Stock (FANG) | 0.1 | $3.6M | 26k | 135.17 |
|
|
| Ishares Tr Mbs Etf Etf (MBB) | 0.1 | $3.4M | +846% | 36k | 94.73 |
|
| Lam Research Corp Stock (LRCX) | 0.1 | $3.4M | -66% | 6.4k | 530.14 |
|
| Illinois Tool Wks Stock (ITW) | 0.1 | $3.4M | +466% | 14k | 243.45 |
|
| Bristol-myers Squibb Stock (BMY) | 0.1 | $3.4M | +198% | 48k | 69.31 |
|
| Union Pac Corp Stock (UNP) | 0.1 | $3.3M | +103% | 17k | 201.26 |
|
| Vanguard Index Fds S&p 500 Etf Etf (VOO) | 0.1 | $3.2M | -34% | 8.4k | 376.08 |
|
| Select Sector Spdr Tr Financial Etf (XLF) | 0.1 | $3.1M | -58% | 96k | 32.15 |
|
| Lowes Cos Stock (LOW) | 0.1 | $3.1M | -8% | 15k | 199.98 |
|
| Oneok Stock (OKE) | 0.1 | $2.9M | -5% | 45k | 63.54 |
|
| Rockwell Automation Stock (ROK) | 0.1 | $2.9M | -65% | 9.7k | 293.44 |
|
| Emerson Elec Stock (EMR) | 0.1 | $2.8M | +97% | 33k | 87.14 |
|
| Cisco Sys Stock (CSCO) | 0.1 | $2.8M | -8% | 54k | 52.27 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.1 | $2.8M | -4% | 17k | 163.17 |
|
| Servicenow Stock (NOW) | 0.1 | $2.8M | +62% | 6.0k | 464.72 |
|
| Ishares Tr National Mun Etf Etf (MUB) | 0.1 | $2.7M | -32% | 25k | 107.74 |
|
| Fs Kkr Cap Corp Stock (FSK) | 0.1 | $2.7M | -14% | 145k | 18.50 |
|
| Halliburton Stock (HAL) | 0.1 | $2.6M | +2% | 84k | 31.64 |
|
| First Solar Stock (FSLR) | 0.1 | $2.6M | NEW | 12k | 217.50 |
|
| Blackstone Stock (BX) | 0.1 | $2.6M | +158% | 30k | 87.84 |
|
| International Business Machs Stock (IBM) | 0.1 | $2.6M | -12% | 20k | 131.09 |
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.1 | $2.6M | NEW | 18k | 140.87 |
|
| American Wtr Wks Stock (AWK) | 0.1 | $2.5M | +395% | 17k | 146.49 |
|
| Booking Holdings Stock (BKNG) | 0.1 | $2.5M | NEW | 944.00 | 2652.41 |
|
| Netflix Stock (NFLX) | 0.1 | $2.5M | -56% | 7.2k | 345.47 |
|
| Ishares Tr Us Aer Def Etf Etf (ITA) | 0.1 | $2.3M | -62% | 20k | 115.08 |
|
| Ishares Tr Core S&p500 Etf Etf (IVV) | 0.1 | $2.3M | -89% | 5.7k | 411.09 |
|
| Delta Air Lines Inc Del Stock (DAL) | 0.1 | $2.3M | +779% | 66k | 34.92 |
|
| Archer Daniels Midland Stock (ADM) | 0.1 | $2.3M | +547% | 29k | 79.66 |
|
| Goldman Sachs Group Stock (GS) | 0.1 | $2.3M | +324% | 7.0k | 327.11 |
|
| Schwab Strategic Tr Us Brd Mkt Etf Etf (SCHB) | 0.1 | $2.2M | -6% | 47k | 47.85 |
|
| Eaton Corp Stock (ETN) | 0.1 | $2.2M | +191% | 13k | 171.33 |
|
| Walmart Stock Call Option (WMT) | 0.1 | $2.2M | -8% | 149k | 14.88 |
|
| Intel Corp Stock (INTC) | 0.1 | $2.2M | -6% | 68k | 32.67 |
|
| Dow Stock (DOW) | 0.1 | $2.2M | -67% | 40k | 54.82 |
|
| Moderna Stock (MRNA) | 0.1 | $2.2M | -39% | 14k | 153.58 |
|
| Tjx Cos Stock (TJX) | 0.1 | $2.2M | +609% | 28k | 78.36 |
|
| Alibaba Group Hldg Adr (BABA) | 0.1 | $2.1M | +339% | 21k | 102.18 |
|
| Fs Credit Opportunities Corp Stock (FSCO) | 0.1 | $2.1M | +32% | 466k | 4.44 |
|
| Tyson Foods Inc Cl A Stock (TSN) | 0.1 | $2.0M | +28% | 34k | 59.32 |
|
| Vanguard Index Fds Growth Etf Etf (VUG) | 0.1 | $2.0M | -19% | 8.1k | 249.44 |
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| Ishares Tr Rus 1000 Grw Etf Etf (IWF) | 0.1 | $2.0M | -32% | 8.2k | 244.33 |
|
| Norfolk Southn Corp Stock (NSC) | 0.1 | $2.0M | +23% | 9.4k | 212.01 |
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| Lamar Advertising Co New Cl A Stock (LAMR) | 0.1 | $1.9M | -34% | 19k | 99.89 |
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| Ishares Tr Blackrock Ultra Etf (ICSH) | 0.1 | $1.9M | +22% | 39k | 50.25 |
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| General Mls Stock (GIS) | 0.1 | $1.9M | -51% | 22k | 85.46 |
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| At&t Stock (T) | 0.1 | $1.9M | -41% | 98k | 19.25 |
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| Wabash Natl Corp Stock (WNC) | 0.1 | $1.9M | -24% | 76k | 24.59 |
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| Conocophillips Stock (COP) | 0.1 | $1.9M | -6% | 19k | 99.21 |
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| Vaneck Etf Trust Gold Miners Etf Etf (GDX) | 0.1 | $1.8M | NEW | 57k | 32.35 |
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| Ishares Tr Sp Smcp600vl Etf Etf (IJS) | 0.1 | $1.8M | NEW | 20k | 93.59 |
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| Proshares Tr Ultr Russl2000 Etf (URTY) | 0.1 | $1.8M | -9% | 48k | 37.84 |
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| Texas Instrs Stock (TXN) | 0.1 | $1.8M | -7% | 9.7k | 186.01 |
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| Illumina Stock (ILMN) | 0.1 | $1.8M | NEW | 7.7k | 232.55 |
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| Vaneck Etf Trust Semiconductr Etf Etf (SMH) | 0.1 | $1.8M | +173% | 6.7k | 263.24 |
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| Paychex Stock (PAYX) | 0.1 | $1.7M | +758% | 15k | 114.59 |
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| Roku Inc Com Cl A Stock (ROKU) | 0.1 | $1.7M | -4% | 26k | 65.82 |
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| Factset Resh Sys Stock (FDS) | 0.1 | $1.7M | NEW | 4.1k | 415.09 |
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| Skyworks Solutions Stock (SWKS) | 0.1 | $1.7M | -68% | 14k | 117.98 |
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| Block Inc Cl A Stock (SQ) | 0.1 | $1.7M | -48% | 25k | 68.65 |
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| Csx Corp Stock (CSX) | 0.1 | $1.7M | +20% | 56k | 29.94 |
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| Ishares Tr Iboxx Inv Cp Etf Etf (LQD) | 0.1 | $1.7M | -2% | 15k | 109.61 |
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| Morgan Stanley Stock (MS) | 0.1 | $1.7M | +13% | 19k | 87.80 |
|
| Chubb Stock (CB) | 0.1 | $1.6M | +457% | 8.5k | 194.18 |
|
| Gilead Sciences Stock (GILD) | 0.1 | $1.6M | -15% | 20k | 82.97 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $1.6M | -67% | 13k | 127.10 |
|
| Johnson Ctls Intl Stock (JCI) | 0.1 | $1.6M | NEW | 27k | 60.22 |
|
| Ishares Tr Core S&p Scp Etf Etf (IJR) | 0.1 | $1.6M | -52% | 16k | 96.70 |
|
| Linde Adr | 0.1 | $1.6M | NEW | 4.4k | 355.44 |
|
| Realty Income Corp Stock (O) | 0.1 | $1.5M | +36% | 24k | 63.32 |
|
| Inventrust Pptys Corp Stock (IVT) | 0.1 | $1.5M | -3% | 65k | 23.40 |
|
| Ishares Tr Ishares Semicdtr Etf (SOXX) | 0.1 | $1.5M | -8% | 3.4k | 444.66 |
|
| Snowflake Inc Cl A Stock (SNOW) | 0.1 | $1.5M | 9.5k | 154.29 |
|
|
| Ishares Tr Ishs 5-10yr Invt Etf (IGIB) | 0.1 | $1.5M | -60% | 28k | 51.28 |
|
| Paypal Hldgs Stock (PYPL) | 0.1 | $1.4M | -19% | 19k | 75.94 |
|
| Workday Inc Cl A Stock (WDAY) | 0.1 | $1.4M | -45% | 7.0k | 206.54 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $1.4M | +305% | 21k | 69.72 |
|
| Zoetis Inc Cl A Stock (ZTS) | 0.1 | $1.4M | +295% | 8.4k | 166.44 |
|
| Ishares Tr Morningstar Valu Etf (ILCV) | 0.1 | $1.4M | 21k | 63.90 |
|
|
| Ishares Tr Msci Usa Mmentm Etf (MTUM) | 0.1 | $1.3M | -74% | 9.6k | 139.04 |
|
| Southwest Airls Stock (LUV) | 0.1 | $1.3M | +2% | 41k | 32.54 |
|
| Ford Mtr Co Del Stock (F) | 0.1 | $1.3M | -16% | 103k | 12.60 |
|
| Ishares Tr 1 3 Yr Treas Bd Etf (SHY) | 0.1 | $1.3M | 16k | 82.16 |
|
|
| Phillips 66 Stock (PSX) | 0.1 | $1.3M | -74% | 12k | 101.38 |
|
| Edison Intl Stock (EIX) | 0.1 | $1.3M | NEW | 18k | 70.59 |
|
| Cummins Stock (CMI) | 0.1 | $1.3M | -22% | 5.2k | 238.88 |
|
| Shopify Inc Cl A Stock (SHOP) | 0.1 | $1.3M | +147% | 26k | 47.94 |
|
| Oracle Corp Stock (ORCL) | 0.1 | $1.2M | +21% | 13k | 92.92 |
|
| Ulta Beauty Stock (ULTA) | 0.1 | $1.2M | NEW | 2.3k | 545.67 |
|
| Valero Energy Corp Stock (VLO) | 0.1 | $1.2M | -45% | 8.7k | 139.59 |
|
| Ishares Tr Rus Mid Cap Etf Etf (IWR) | 0.1 | $1.2M | -21% | 17k | 69.92 |
|
| Vanguard Index Fds Mid Cap Etf Etf (VO) | 0.0 | $1.2M | -69% | 5.7k | 210.93 |
|
| Micron Technology Stock (MU) | 0.0 | $1.2M | -49% | 20k | 60.34 |
|
| Aflac Stock (AFL) | 0.0 | $1.2M | NEW | 19k | 64.52 |
|
| Ishares Tr Iboxx Hi Yd Etf Etf (HYG) | 0.0 | $1.2M | -46% | 16k | 75.55 |
|
| Lauder Estee Cos Inc Cl A Stock (EL) | 0.0 | $1.2M | +40% | 4.8k | 246.46 |
|
| Exact Sciences Corp Stock (EXAS) | 0.0 | $1.2M | NEW | 18k | 67.81 |
|
| First Tr Exchange Traded Fd Nasdaq Cyb Etf Etf (CIBR) | 0.0 | $1.2M | -50% | 28k | 42.75 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf Etf (VGK) | 0.0 | $1.2M | NEW | 19k | 60.95 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf Etf (VPL) | 0.0 | $1.2M | NEW | 17k | 67.82 |
|
| Independence Rlty Tr Stock (IRT) | 0.0 | $1.2M | -47% | 73k | 16.03 |
|
| Seagate Technology Hldngs Pl Ord Stock (STX) | 0.0 | $1.2M | -69% | 17k | 66.12 |
|
| Ishares Tr Shrt Nat Mun Etf Etf (SUB) | 0.0 | $1.1M | -22% | 11k | 104.68 |
|
| Canadian Pac Ry Stock (CP) | 0.0 | $1.1M | +11% | 15k | 76.94 |
|
| Fortinet Stock (FTNT) | 0.0 | $1.1M | -32% | 17k | 66.46 |
|
| Dbx Etf Tr Xtrckr Msci Us Etf (USSG) | 0.0 | $1.1M | -51% | 30k | 37.58 |
|
| Crown Castle Stock (CCI) | 0.0 | $1.1M | +34% | 8.4k | 133.85 |
|
| V F Corp Stock (VFC) | 0.0 | $1.1M | -7% | 49k | 22.91 |
|
| Southern Stock (SO) | 0.0 | $1.1M | -9% | 16k | 69.58 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt Etf (BND) | 0.0 | $1.1M | -49% | 15k | 73.83 |
|
| Blackrock Stock (BLK) | 0.0 | $1.1M | -4% | 1.6k | 669.10 |
|
| Ishares Tr Rus 1000 Val Etf Etf (IWD) | 0.0 | $1.1M | +16% | 7.2k | 152.25 |
|
| Pimco Etf Tr Enhancd Short Etf (EMNT) | 0.0 | $1.1M | NEW | 11k | 97.69 |
|
| Altria Group Stock (MO) | 0.0 | $1.1M | +23% | 24k | 44.62 |
|
| Colgate Palmolive Stock (CL) | 0.0 | $1.1M | +49% | 14k | 75.15 |
|
| United Rentals Stock (URI) | 0.0 | $1.1M | 2.7k | 395.79 |
|
|
| Solaredge Technologies Stock (SEDG) | 0.0 | $1.1M | NEW | 3.5k | 303.95 |
|
| Snap On Stock (SNA) | 0.0 | $1.1M | NEW | 4.3k | 246.89 |
|
| Vanguard Index Fds Value Etf Etf (VTV) | 0.0 | $1.0M | +16% | 7.6k | 138.10 |
|
| Vanguard Index Fds Mcap Vl Idxvip Etf (VOE) | 0.0 | $1.0M | -5% | 7.7k | 134.08 |
|
| Select Sector Spdr Tr Communication Etf (XLC) | 0.0 | $1.0M | -2% | 18k | 57.97 |
|
| Airbnb Inc Com Cl A Stock (ABNB) | 0.0 | $1.0M | NEW | 8.3k | 124.40 |
|
| Schwab Strategic Tr Sht Tm Us Tres Etf (SCHO) | 0.0 | $1.0M | -16% | 21k | 48.79 |
|
| Cintas Corp Stock (CTAS) | 0.0 | $1.0M | NEW | 2.2k | 462.68 |
|
| Activision Blizzard Stock (ATVI) | 0.0 | $1.0M | +135% | 12k | 85.59 |
|
| Ishares Tr Pfd And Incm Sec Etf (PFF) | 0.0 | $994k | -27% | 32k | 31.22 |
|
| Occidental Pete Corp Stock (OXY) | 0.0 | $984k | +84% | 16k | 62.43 |
|
| Dbx Etf Tr Xtrackers Msci Etf (EASG) | 0.0 | $972k | -39% | 35k | 27.98 |
|
Past Filings by Prime Capital Investment Advisors
SEC 13F filings are viewable for Prime Capital Investment Advisors going back to 2017
- Prime Capital Investment Advisors 2023 Q1 filed May 5, 2023
- Prime Capital Investment Advisors 2022 Q4 filed Feb. 8, 2023
- Prime Capital Investment Advisors 2022 Q3 filed Nov. 8, 2022
- Prime Capital Investment Advisors 2022 Q2 filed Aug. 12, 2022
- Prime Capital Investment Advisors 2022 Q1 filed May 9, 2022
- Prime Capital Investment Advisors 2021 Q4 filed Feb. 7, 2022
- Prime Capital Investment Advisors 2021 Q3 filed Nov. 9, 2021
- Prime Capital Investment Advisors 2021 Q2 filed Aug. 12, 2021
- Prime Capital Investment Advisors 2021 Q1 filed May 7, 2021
- Prime Capital Investment Advisors 2020 Q4 filed Feb. 3, 2021
- Prime Capital Investment Advisors 2020 Q3 filed Nov. 6, 2020
- Prime Capital Investment Advisors 2020 Q2 filed July 17, 2020
- Prime Capital Investment Advisors 2020 Q1 filed May 4, 2020
- Prime Capital Investment Advisors 2019 Q4 filed Feb. 4, 2020
- Prime Capital Investment Advisors 2019 Q3 filed Nov. 5, 2019
- Prime Capital Investment Advisors 2019 Q2 filed Aug. 6, 2019