Primoris Wealth Advisors

Primoris Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Primoris Wealth Advisors

Primoris Wealth Advisors holds 91 positions in its portfolio as reported in the December 2024 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 $9.9M 54k 184.88
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.9 $6.4M 143k 44.87
Ishares Tr Rus 2000 Grw Etf (IWO) 4.8 $6.3M 22k 287.82
Apple (AAPL) 4.2 $5.5M 22k 250.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.0 $5.3M 9.8k 538.81
Amazon (AMZN) 3.9 $5.2M 24k 219.39
Meta Platforms Cl A (META) 3.7 $4.8M 8.3k 585.51
NVIDIA Corporation (NVDA) 3.3 $4.4M 33k 134.29
Advanced Micro Devices (AMD) 3.1 $4.0M 33k 120.79
Lockheed Martin Corporation (LMT) 3.0 $3.9M 8.1k 485.95
Select Sector Spdr Tr Sbi Int-utils (XLU) 2.9 $3.8M 50k 75.69
Palantir Technologies Cl A (PLTR) 2.7 $3.5M 47k 75.63
Alphabet Cap Stk Cl C (GOOG) 2.4 $3.2M 17k 190.44
Microsoft Corporation (MSFT) 2.1 $2.7M 6.5k 421.50
Nextera Energy (NEE) 2.0 $2.6M 37k 71.69
Lam Research Corp Com New (LRCX) 1.9 $2.5M 35k 72.23
Fidelity Covington Trust Msci Utils Index (FUTY) 1.8 $2.4M 49k 48.77
Philip Morris International (PM) 1.8 $2.4M 20k 120.35
Crowdstrike Hldgs Cl A (CRWD) 1.6 $2.2M 6.3k 342.16
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.6 $2.1M 27k 78.61
Fidelity Covington Trust High Divid Etf (FDVV) 1.5 $2.0M 39k 49.94
Fidelity Covington Trust Vlu Factor Etf (FVAL) 1.5 $1.9M 32k 61.52
Fidelity Covington Trust Msci Indl Indx (FIDU) 1.5 $1.9M 27k 70.31
Alps Etf Tr Alerian Mlp (AMLP) 1.4 $1.9M 39k 48.16
Johnson & Johnson (JNJ) 1.3 $1.8M 12k 144.62
Blackrock Tax Municpal Bd Tr SHS (BBN) 1.2 $1.6M 102k 16.12
Southern Company (SO) 1.2 $1.5M 19k 82.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $1.5M 2.5k 586.08
Ishares Tr Pfd And Incm Sec (PFF) 1.1 $1.4M 45k 31.44
Vanguard Index Fds Growth Etf (VUG) 1.1 $1.4M 3.4k 410.45
Ishares Tr Broad Usd High (USHY) 1.0 $1.4M 37k 36.79
Boeing Company (BA) 0.9 $1.1M 6.4k 177.00
BlackRock Inv. Quality Munic. Trust (BKN) 0.8 $1.1M 99k 11.15
Proshares Tr Ultrapro Qqq (TQQQ) 0.8 $1.1M 14k 79.13
Servicenow (NOW) 0.8 $1.1M 999.00 1060.12
Inspired Entmt (INSE) 0.8 $987k 109k 9.05
Wal-Mart Stores (WMT) 0.7 $944k 10k 90.35
Vanguard Index Fds Large Cap Etf (VV) 0.6 $850k 3.2k 269.70
General Mills (GIS) 0.6 $831k 13k 63.77
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.6 $800k 66k 12.17
Visa Com Cl A (V) 0.6 $795k 2.5k 316.04
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $750k 41k 18.50
Alphabet Cap Stk Cl A (GOOGL) 0.6 $745k 3.9k 189.30
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.6 $733k 18k 41.88
Tenet Healthcare Corp Com New (THC) 0.6 $730k 5.8k 126.23
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $728k 12k 62.31
Clorox Company (CLX) 0.5 $716k 4.4k 162.41
Home Depot (HD) 0.5 $644k 1.7k 388.99
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $638k 1.5k 425.50
Nuveen Dynamic Mun Opportuni Com Shs (NDMO) 0.5 $631k 63k 10.02
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.5 $605k 15k 41.73
Blackrock Muniyield Quality Fund (MQY) 0.5 $593k 52k 11.52
McDonald's Corporation (MCD) 0.4 $580k 2.0k 289.89
Cohen & Steers infrastucture Fund (UTF) 0.4 $547k 23k 24.04
Waste Management (WM) 0.4 $539k 2.7k 201.79
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $533k 4.6k 115.19
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.4 $514k 6.3k 81.58
Honeywell International (HON) 0.4 $500k 2.2k 225.89
TJX Companies (TJX) 0.4 $483k 4.0k 120.81
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $441k 23k 19.59
Spdr Gold Tr Gold Shs (GLD) 0.3 $415k 1.7k 242.13
Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $408k 7.0k 58.35
Ishares Silver Tr Ishares (SLV) 0.3 $386k 15k 26.33
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $384k 2.8k 137.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $376k 830.00 453.29
Select Sector Spdr Tr Technology (XLK) 0.3 $358k 1.5k 232.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $348k 681.00 511.23
Edison International (EIX) 0.3 $335k 4.2k 79.84
Draftkings Com Cl A (DKNG) 0.3 $334k 9.0k 37.20
Deere & Company (DE) 0.2 $323k 763.00 423.73
International Business Machines (IBM) 0.2 $316k 1.4k 219.83
Calamos (CCD) 0.2 $315k 13k 24.30
Blackrock Multi-sector Incom other (BIT) 0.2 $303k 21k 14.60
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $295k 3.1k 95.01
Morgan Stanley Com New (MS) 0.2 $290k 2.3k 125.72
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $274k 5.2k 53.05
Gold Fields Sponsored Adr (GFI) 0.2 $272k 21k 13.20
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.2 $264k 5.5k 47.99
Micron Technology (MU) 0.2 $262k 3.1k 84.16
Exxon Mobil Corporation (XOM) 0.2 $259k 2.4k 107.57
Linde SHS (LIN) 0.2 $247k 590.00 418.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $242k 5.5k 44.04
Axogen (AXGN) 0.2 $237k 14k 16.48
Procter & Gamble Company (PG) 0.2 $233k 1.4k 167.65
Motorola Solutions Com New (MSI) 0.2 $232k 502.00 462.23
Blackrock Health Sciences Trust (BME) 0.2 $225k 5.9k 37.93
Abrdn World Healthcare Fund Ben Int Shs (THW) 0.2 $224k 20k 11.01
Microstrategy Cl A New (MSTR) 0.2 $217k 750.00 289.62
Eaton Vance Risk Managed Diversified (ETJ) 0.2 $200k 22k 9.31
Ammo (POWW) 0.1 $147k 134k 1.10
Liberty All Star Equity Sh Ben Int (USA) 0.1 $139k 20k 6.95