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Primoris Wealth Advisors

Latest statistics and disclosures from Primoris Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are FTEC, VOO, META, FBND, AAPL, and represent 23.27% of Primoris Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IWM (+$5.5M), FTEC, KRE, MU, AXGN, HII, DKNG, KWEB, CLOZ, PINK.
Started 17 new stock positions in KRE, MU, IWM, MGV, HII, TNA, CLOX, EWA, JPM, PINK. TSLA, KWEB, IVES, Cohen & Steers Infrastructur, IVV, TQQQ, ESPO.
Reduced shares in these 10 stocks: GLD, MOO, VGK, GDX, EUAD, HACK, , EWZS, EWZ, FUTY.
Sold out of its positions in CLX, EWZ, EWZS, INDA, LMT, MP, MCD, UBER, MOO, VGK. VZ.
Primoris Wealth Advisors was a net seller of stock by $-2.2M.
Primoris Wealth Advisors has $157M in assets under management (AUM), dropping by 7.33%.
Central Index Key (CIK): 0001909619

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Portfolio Holdings for Primoris Wealth Advisors

Primoris Wealth Advisors holds 106 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Covington Trust Msci Info Tech I (FTEC)	7.5	$12M	+55%	53k	222.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.0	$7.8M	+6%	13k	612.39	View chart
Meta Platforms Cl A (META)	3.6	$5.7M	-4%	7.8k	734.38	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.6	$5.7M	-3%	122k	46.24	View chart
Apple (AAPL)	3.6	$5.6M		22k	254.63	View chart
Ishares Tr Russell 2000 Etf (IWM)	3.5	$5.5M	NEW	23k	241.96	View chart
Palantir Technologies Cl A (PLTR)	3.2	$5.1M		28k	182.42	View chart
NVIDIA Corporation (NVDA)	3.1	$4.9M	+2%	26k	186.58	View chart
Amazon (AMZN)	3.1	$4.8M	-4%	22k	219.57	View chart
Lam Research Corp Com New (LRCX)	2.8	$4.4M	-6%	33k	133.90	View chart
Crowdstrike Hldgs Cl A (CRWD)	2.7	$4.3M	-8%	8.7k	490.38	View chart
Vanguard Index Fds Growth Etf (VUG)	2.5	$4.0M	+12%	8.4k	479.62	View chart
Alphabet Cap Stk Cl C (GOOG)	2.3	$3.6M		15k	243.55	View chart
Advanced Micro Devices (AMD)	2.3	$3.6M	-4%	22k	161.79	View chart
Microsoft Corporation (MSFT)	2.2	$3.5M		6.7k	517.95	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	2.0	$3.2M		46k	68.87	View chart
Philip Morris International (PM)	1.8	$2.9M	-14%	18k	162.20	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	1.8	$2.8M	NEW	45k	63.30	View chart
Micron Technology (MU)	1.7	$2.7M	NEW	16k	167.32	View chart
Nextera Energy (NEE)	1.7	$2.7M		35k	75.49	View chart
Axogen (AXGN)	1.6	$2.6M	+811%	143k	17.84	View chart
Ishares Silver Tr Ishares (SLV)	1.5	$2.4M	-27%	56k	42.37	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.5	$2.3M	+4%	7.2k	320.04	View chart
Huntington Ingalls Inds (HII)	1.4	$2.3M	NEW	7.9k	287.91	View chart
Johnson & Johnson (JNJ)	1.3	$2.0M	-6%	11k	185.42	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	1.3	$2.0M	-2%	36k	55.71	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	1.2	$1.9M	-4%	24k	78.37	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	1.1	$1.8M	-59%	21k	86.80	View chart
Southern Company (SO)	1.1	$1.7M	+3%	18k	94.77	View chart
Draftkings Com Cl A (DKNG)	1.1	$1.7M	+845%	46k	37.40	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$1.7M		2.5k	666.18	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	1.0	$1.6M	-38%	29k	56.47	View chart
Ishares Tr Broad Usd High (USHY)	1.0	$1.5M	+2%	40k	37.78	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.9	$1.4M	+118%	52k	26.82	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.8	$1.3M	NEW	30k	42.01	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.8	$1.3M	-2%	76k	16.60	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.7	$1.2M	-2%	37k	31.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.1M	+53%	4.7k	243.10	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.7	$1.1M	-13%	13k	87.21	View chart
Wal-Mart Stores (WMT)	0.7	$1.1M	-2%	10k	103.06	View chart
BlackRock Inv. Quality Munic. Trust (BKN)	0.6	$1.0M		89k	11.34	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$1.0M		43k	23.28	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$971k		3.2k	307.86	View chart
Servicenow (NOW)	0.6	$929k		1.0k	920.28	View chart
Visa Com Cl A (V)	0.6	$880k		2.6k	341.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$811k		12k	65.26	View chart
Boeing Company (BA)	0.5	$797k	-25%	3.7k	215.83	View chart
Gold Fields Sponsored Adr (GFI)	0.5	$777k		19k	41.96	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.5	$763k		61k	12.56	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.4	$683k	+111%	9.0k	76.34	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.4	$659k	NEW	21k	31.71	View chart
Home Depot (HD)	0.4	$652k		1.6k	405.19	View chart
General Mills (GIS)	0.4	$634k	-2%	13k	50.42	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.4	$625k	+2%	7.6k	81.94	View chart
Tenet Healthcare Corp Com New (THC)	0.4	$615k	-2%	3.0k	203.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$604k	+14%	1.2k	502.74	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.4	$589k	NEW	5.7k	103.40	View chart
TJX Companies (TJX)	0.4	$578k		4.0k	144.54	View chart
Nuveen Dynamic Mun Opportuni Com Shs (NDMO)	0.4	$567k	-4%	55k	10.39	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.4	$565k	-3%	14k	41.58	View chart
Vaneck Etf Trust Video Gmng Esprt (ESPO)	0.3	$540k	NEW	4.5k	121.23	View chart
Waste Management (WM)	0.3	$536k		2.4k	220.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$535k		4.5k	118.83	View chart
Ishares Msci Aust Etf (EWA)	0.3	$527k	NEW	20k	27.00	View chart
Blackrock Muniyield Quality Fund (MQY)	0.3	$525k		45k	11.65	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$502k	-89%	1.4k	355.47	View chart
Honeywell International (HON)	0.3	$470k		2.2k	210.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$459k	+7%	764.00	600.37	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$434k		1.5k	281.86	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$430k		3.0k	142.10	View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD)	0.3	$422k	-86%	9.0k	46.97	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.3	$421k		10k	42.05	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$413k	-87%	5.4k	76.40	View chart
International Business Machines (IBM)	0.3	$408k		1.4k	282.16	View chart
Snowflake Com Shs (SNOW)	0.3	$397k	-11%	1.8k	225.55	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$386k		23k	17.16	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$372k	-7%	6.2k	60.09	View chart
Morgan Stanley Com New (MS)	0.2	$371k		2.3k	158.96	View chart
Cohen & Steers infrastucture Fund (UTF)	0.2	$362k	-2%	15k	24.80	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$318k		2.6k	121.06	View chart
Deere & Company (DE)	0.2	$316k	-2%	691.00	457.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$298k		5.5k	54.18	View chart
Series Portfolios Tr Eldridge Aaa Clo (CLOX)	0.2	$288k	NEW	11k	25.57	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$281k	-12%	2.0k	139.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$271k	NEW	405.00	669.23	View chart
Capital One Financial (COF)	0.2	$256k		1.2k	212.58	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.2	$249k	-59%	6.5k	38.12	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$245k		3.8k	65.00	View chart
Strategy Cl A New (MSTR)	0.2	$242k		750.00	322.21	View chart
Wedbush Ser Tr Dan Ives Wedbush (IVES)	0.2	$241k	NEW	7.5k	32.12	View chart
Tesla Motors (TSLA)	0.1	$234k	NEW	527.00	444.72	View chart
Edison International (EIX)	0.1	$232k		4.2k	55.28	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$232k		500.00	463.74	View chart
Motorola Solutions Com New (MSI)	0.1	$230k		502.00	457.29	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$229k	-11%	9.3k	24.72	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.1	$222k	-14%	4.5k	49.39	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$217k	NEW	1.6k	137.74	View chart
JPMorgan Chase & Co. (JPM)	0.1	$215k	NEW	683.00	315.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$208k		2.1k	100.25	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.1	$204k	NEW	4.5k	45.24	View chart
Eli Lilly & Co. (LLY)	0.1	$201k		264.00	763.00	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.1	$145k		16k	8.99	View chart
Abrdn World Healthcare Fund Ben Int Shs (THW)	0.1	$138k	-11%	11k	12.60	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$86k	-10%	14k	6.34	View chart
Ammo (POWW)	0.0	$29k	-59%	20k	1.48	View chart
Cohen & Steers Infrastructur Right 10/16/2025	0.0	$1.1k	NEW	15k	0.08	View chart

Past Filings by Primoris Wealth Advisors

SEC 13F filings are viewable for Primoris Wealth Advisors going back to 2021

Primoris Wealth Advisors 2025 Q3 filed Oct. 27, 2025
Primoris Wealth Advisors 2025 Q2 filed July 29, 2025
Primoris Wealth Advisors 2025 Q1 filed April 24, 2025
Primoris Wealth Advisors 2024 Q4 filed Feb. 13, 2025
Primoris Wealth Advisors 2024 Q3 filed Nov. 1, 2024
Primoris Wealth Advisors 2024 Q2 filed Aug. 1, 2024
Primoris Wealth Advisors 2024 Q1 filed May 7, 2024
Primoris Wealth Advisors 2023 Q4 filed Feb. 15, 2024
Primoris Wealth Advisors 2023 Q3 filed Oct. 31, 2023
Primoris Wealth Advisors 2023 Q2 filed Aug. 3, 2023
Primoris Wealth Advisors 2023 Q1 filed April 25, 2023
Primoris Wealth Advisors 2022 Q4 filed Feb. 3, 2023
Primoris Wealth Advisors 2022 Q3 filed Oct. 20, 2022
Primoris Wealth Advisors 2022 Q2 filed July 29, 2022
Primoris Wealth Advisors 2022 Q1 filed April 29, 2022
Primoris Wealth Advisors 2021 Q4 filed Feb. 8, 2022

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