Primoris Wealth Advisors

Primoris Wealth Advisors as of March 31, 2025

Portfolio Holdings for Primoris Wealth Advisors

Primoris Wealth Advisors holds 95 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.0 $6.4M 141k 45.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.5 $5.8M 11k 513.92
Ishares Tr Rus 2000 Grw Etf (IWO) 4.2 $5.4M 21k 255.53
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 4.0 $5.2M 56k 92.53
Apple (AAPL) 3.8 $4.9M 22k 222.13
Fidelity Covington Trust Msci Info Tech I (FTEC) 3.8 $4.9M 30k 161.27
Meta Platforms Cl A (META) 3.7 $4.8M 8.3k 576.36
Amazon (AMZN) 3.5 $4.5M 24k 190.26
Crowdstrike Hldgs Cl A (CRWD) 3.2 $4.2M 12k 352.58
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.9 $3.8M 54k 70.21
Amplify Etf Tr Amplify Cybersec (HACK) 2.9 $3.7M 52k 71.80
Spinnaker Etf Series Select Stoxx Eur (EUAD) 2.1 $2.8M 83k 33.53
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 2.1 $2.8M 54k 51.50
Palantir Technologies Cl A (PLTR) 2.1 $2.7M 33k 84.40
Alphabet Cap Stk Cl C (GOOG) 2.0 $2.6M 17k 156.23
NVIDIA Corporation (NVDA) 2.0 $2.6M 24k 108.38
Lam Research Corp Com New (LRCX) 2.0 $2.6M 35k 72.70
Nextera Energy (NEE) 1.9 $2.5M 35k 70.89
Microsoft Corporation (MSFT) 1.9 $2.5M 6.5k 375.39
Philip Morris International (PM) 1.8 $2.3M 15k 158.73
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.7 $2.2M 27k 81.67
Fidelity Covington Trust High Divid Etf (FDVV) 1.5 $2.0M 39k 49.60
Fidelity Covington Trust Vlu Factor Etf (FVAL) 1.5 $1.9M 33k 59.59
Johnson & Johnson (JNJ) 1.5 $1.9M 12k 165.84
Ishares Msci Germany Etf (EWG) 1.4 $1.8M 49k 37.08
Advanced Micro Devices (AMD) 1.3 $1.7M 17k 102.74
Southern Company (SO) 1.3 $1.7M 19k 91.95
Blackrock Tax Municpal Bd Tr SHS (BBN) 1.3 $1.6M 98k 16.68
Vanguard Index Fds Growth Etf (VUG) 1.1 $1.4M 3.9k 372.45
Snowflake Cl A (SNOW) 1.1 $1.4M 9.9k 145.42
Ishares Tr Broad Usd High (USHY) 1.1 $1.4M 39k 36.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $1.4M 2.5k 559.39
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.0 $1.3M 16k 78.85
Ishares Tr Pfd And Incm Sec (PFF) 0.9 $1.2M 40k 30.73
BlackRock Inv. Quality Munic. Trust (BKN) 0.9 $1.2M 106k 11.49
Fidelity Covington Trust Msci Utils Index (FUTY) 0.9 $1.1M 22k 50.95
Boeing Company (BA) 0.8 $1.0M 5.9k 170.55
Wal-Mart Stores (WMT) 0.7 $923k 11k 87.79
Visa Com Cl A (V) 0.7 $887k 2.5k 350.46
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $815k 41k 19.78
Vanguard Index Fds Large Cap Etf (VV) 0.6 $810k 3.2k 257.03
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.6 $804k 66k 12.23
Servicenow (NOW) 0.6 $784k 985.00 796.14
General Mills (GIS) 0.6 $767k 13k 59.79
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $726k 12k 58.35
Inspired Entmt (INSE) 0.5 $696k 82k 8.54
Clorox Company (CLX) 0.5 $646k 4.4k 147.25
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.5 $617k 9.0k 68.47
Waste Management (WM) 0.5 $611k 2.6k 231.51
Nuveen Dynamic Mun Opportuni Com Shs (NDMO) 0.5 $611k 60k 10.26
Home Depot (HD) 0.5 $605k 1.7k 366.49
Blackrock Muniyield Quality Fund (MQY) 0.5 $586k 50k 11.71
Global X Fds Gb Msci Ar Etf (ARGT) 0.5 $582k 7.2k 80.77
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $580k 14k 41.13
Ishares Silver Tr Ishares (SLV) 0.4 $573k 19k 30.17
Spdr Gold Tr Gold Shs (GLD) 0.4 $558k 1.9k 291.91
McDonald's Corporation (MCD) 0.4 $504k 1.6k 312.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $499k 886.00 562.64
Tenet Healthcare Corp Com New (THC) 0.4 $492k 3.7k 134.50
TJX Companies (TJX) 0.4 $487k 4.0k 121.80
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $479k 4.8k 98.93
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $471k 4.5k 104.56
Honeywell International (HON) 0.4 $469k 2.2k 211.75
Gold Fields Sponsored Adr (GFI) 0.4 $455k 21k 22.09
Alphabet Cap Stk Cl A (GOOGL) 0.3 $441k 2.9k 154.64
Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $421k 7.0k 60.19
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $418k 23k 18.59
Cohen & Steers infrastucture Fund (UTF) 0.3 $411k 16k 25.39
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.3 $410k 10k 41.04
International Business Machines (IBM) 0.3 $357k 1.4k 248.66
Deere & Company (DE) 0.3 $357k 761.00 469.37
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $350k 2.4k 146.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $327k 692.00 472.31
Select Sector Spdr Tr Technology (XLK) 0.2 $318k 1.5k 206.48
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $315k 750.00 419.88
Draftkings Com Cl A (DKNG) 0.2 $291k 8.8k 33.21
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.2 $277k 5.3k 52.80
Axogen (AXGN) 0.2 $277k 14k 19.21
Calamos (CCD) 0.2 $276k 13k 21.29
Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.2 $274k 10k 26.57
Morgan Stanley Com New (MS) 0.2 $272k 2.3k 116.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $257k 5.7k 45.26
Edison International (EIX) 0.2 $248k 4.2k 58.92
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $244k 5.2k 46.81
Ishares Tr Msci Finland Etf (EFNL) 0.2 $239k 6.5k 36.78
Etf Ser Solutions Defiance Quantum (QTUM) 0.2 $237k 3.2k 74.53
Abrdn World Healthcare Fund Ben Int Shs (THW) 0.2 $227k 20k 11.53
Digital World Acquisition Co Class A (DJT) 0.2 $225k 12k 19.54
Blackrock Health Sciences Trust (BME) 0.2 $222k 5.7k 38.64
Motorola Solutions Com New (MSI) 0.2 $220k 502.00 437.81
Microstrategy Cl A New (MSTR) 0.2 $216k 750.00 288.27
Lockheed Martin Corporation (LMT) 0.2 $211k 473.00 446.93
Ammo (POWW) 0.1 $169k 122k 1.38
Eaton Vance Risk Managed Diversified (ETJ) 0.1 $136k 16k 8.46
Liberty All Star Equity Sh Ben Int (USA) 0.1 $121k 19k 6.55