Primoris Wealth Advisors

Primoris Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Primoris Wealth Advisors

Primoris Wealth Advisors holds 111 positions in its portfolio as reported in the December 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) 4.9 $8.2M 37k 224.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.9 $8.2M 13k 627.13
Apple (AAPL) 3.6 $5.9M 22k 271.86
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.5 $5.8M 126k 46.04
Lam Research Corp Com New (LRCX) 3.4 $5.7M 33k 171.18
Amazon (AMZN) 3.1 $5.1M 22k 230.82
Meta Platforms Cl A (META) 2.9 $4.9M 7.4k 660.09
Palantir Technologies Cl A (PLTR) 2.9 $4.8M 27k 177.75
NVIDIA Corporation (NVDA) 2.8 $4.7M 25k 186.50
Alphabet Cap Stk Cl C (GOOG) 2.8 $4.7M 15k 313.80
Advanced Micro Devices (AMD) 2.8 $4.6M 22k 214.16
Axogen (AXGN) 2.7 $4.6M 139k 32.73
Micron Technology (MU) 2.7 $4.5M 16k 285.41
Vanguard Index Fds Growth Etf (VUG) 2.6 $4.4M 9.0k 487.96
Crowdstrike Hldgs Cl A (CRWD) 2.3 $3.8M 8.1k 468.76
Ishares Silver Tr Ishares (SLV) 2.1 $3.5M 54k 64.42
Fidelity Covington Trust Vlu Factor Etf (FVAL) 2.0 $3.3M 46k 72.27
Microsoft Corporation (MSFT) 1.9 $3.3M 6.7k 483.62
Simplify Exchange Traded Fun Health Care Etf (PINK) 1.9 $3.2M 86k 36.60
Spdr Gold Tr Gold Shs (GLD) 1.7 $2.9M 7.3k 396.31
Philip Morris International (PM) 1.7 $2.8M 18k 160.40
Nextera Energy (NEE) 1.7 $2.8M 35k 80.28
Huntington Ingalls Inds (HII) 1.6 $2.7M 8.1k 340.07
Vaneck Etf Trust Gold Miners Etf (GDX) 1.4 $2.3M 27k 85.77
Johnson & Johnson (JNJ) 1.3 $2.2M 11k 206.95
Tesla Motors (TSLA) 1.2 $2.0M 4.5k 449.72
Fidelity Covington Trust High Divid Etf (FDVV) 1.2 $2.0M 35k 56.69
Ishares Tr Rus 2000 Grw Etf (IWO) 1.2 $2.0M 6.1k 323.02
Quest Diagnostics Incorporated (DGX) 1.1 $1.9M 13k 149.24
Select Sector Spdr Tr State Street Con (XLP) 1.1 $1.8M 24k 77.68
Warby Parker Cl A Com (WRBY) 1.1 $1.8M 82k 21.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.7M 2.5k 681.92
Fidelity Covington Trust Msci Utils Index (FUTY) 0.9 $1.6M 29k 55.22
Southern Company (SO) 0.9 $1.6M 18k 87.20
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.6M 5.0k 313.00
Ishares Tr Broad Usd High (USHY) 0.9 $1.5M 40k 37.40
Bhp Group Sponsored Ads (BHP) 0.8 $1.4M 23k 60.37
Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.8 $1.4M 52k 26.48
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.8 $1.3M 80k 16.32
Caterpillar (CAT) 0.8 $1.3M 2.3k 572.87
Ishares Tr Pfd And Incm Sec (PFF) 0.7 $1.1M 37k 30.96
Wal-Mart Stores (WMT) 0.7 $1.1M 10k 111.41
Select Sector Spdr Tr State Street Uti (XLU) 0.6 $1.1M 25k 42.69
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $1.0M 43k 24.04
Amplify Etf Tr Amplify Cybersec (HACK) 0.6 $1.0M 13k 80.37
BlackRock Inv. Quality Munic. Trust (BKN) 0.6 $998k 89k 11.20
Vanguard Index Fds Large Cap Etf (VV) 0.6 $993k 3.2k 314.80
Visa Com Cl A (V) 0.5 $904k 2.6k 350.71
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $819k 12k 66.00
Servicenow (NOW) 0.5 $773k 5.0k 153.19
Gold Fields Sponsored Adr (GFI) 0.5 $764k 18k 43.66
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.5 $764k 61k 12.58
Ishares Tr Russell 2000 Etf (IWM) 0.4 $738k 3.0k 247.81
Abrdn Palladium Etf Trust Physical Palladm (PALL) 0.4 $727k 5.0k 145.38
Boeing Company (BA) 0.4 $680k 3.1k 217.12
Global X Fds Lithium Btry Etf (LIT) 0.4 $675k 10k 64.86
Ssga Active Etf Tr State Street Bla (SRLN) 0.4 $622k 15k 41.27
TJX Companies (TJX) 0.4 $614k 4.0k 153.61
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.4 $604k 7.8k 77.74
Tenet Healthcare Corp Com New (THC) 0.4 $597k 3.0k 198.72
General Mills (GIS) 0.3 $579k 12k 46.50
Nuveen Dynamic Mun Opportuni Com Shs (NDMO) 0.3 $550k 55k 10.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $545k 1.1k 502.65
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $529k 4.4k 120.18
Home Depot (HD) 0.3 $526k 1.5k 344.10
Blackrock Muniyield Quality Fund (MQY) 0.3 $521k 46k 11.30
Waste Management (WM) 0.3 $512k 2.3k 219.71
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $510k 830.00 614.32
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $496k 6.2k 80.63
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.3 $455k 10k 45.54
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $444k 3.1k 143.97
Honeywell International (HON) 0.3 $436k 2.2k 195.07
International Business Machines (IBM) 0.3 $428k 1.4k 296.21
Ishares Tr Select Divid Etf (DVY) 0.3 $427k 3.0k 141.14
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.3 $419k 10k 41.86
Ishares Ethereum Tr SHS (ETHA) 0.2 $416k 19k 22.43
Morgan Stanley Com New (MS) 0.2 $415k 2.3k 177.53
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $385k 6.2k 62.16
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.2 $382k 4.6k 82.48
Snowflake Com Shs (SNOW) 0.2 $381k 1.7k 219.36
Ishares Tr Core S&p500 Etf (IVV) 0.2 $374k 546.00 684.90
Spdr Series Trust State Street Spd (KRE) 0.2 $366k 5.7k 64.81
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.2 $345k 1.9k 186.43
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $342k 2.2k 154.74
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $338k 21k 16.49
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $337k 6.4k 52.72
Cohen & Steers infrastucture Fund (UTF) 0.2 $335k 14k 24.11
Deere & Company (DE) 0.2 $315k 676.00 465.58
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $303k 2.5k 119.32
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $296k 5.5k 53.76
Capital One Financial (COF) 0.2 $292k 1.2k 242.36
Series Portfolios Tr Eldridge Aaa Clo (CLOX) 0.2 $287k 11k 25.51
Eli Lilly & Co. (LLY) 0.2 $284k 264.00 1074.68
Goldman Sachs Physical Gold Unit (AAAU) 0.2 $278k 6.5k 42.55
Draftkings Com Cl A (DKNG) 0.2 $258k 7.5k 34.46
Edison International (EIX) 0.2 $252k 4.2k 60.02
Spinnaker Etf Series Select Stoxx Eur (EUAD) 0.1 $241k 5.7k 42.13
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $240k 500.00 480.57
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $239k 3.1k 76.23
Wedbush Ser Tr Dan Ives Wedbush (IVES) 0.1 $237k 7.5k 31.61
JPMorgan Chase & Co. (JPM) 0.1 $220k 683.00 322.22
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $217k 4.4k 49.65
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.1 $216k 4.5k 47.94
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $207k 2.1k 99.89
Eaton Vance Risk Managed Diversified (ETJ) 0.1 $142k 16k 8.82
Abrdn World Healthcare Fund Ben Int Shs (THW) 0.1 $140k 11k 12.78
Cambria Etf Tr Cannabis Etf (TOKE) 0.1 $108k 18k 6.16
Liberty All Star Equity Sh Ben Int (USA) 0.0 $81k 13k 6.28
Ammo (POWW) 0.0 $32k 19k 1.71
Wetouch Technology Com New (WETH) 0.0 $29k 22k 1.34
Ess Tech Com New (GWH) 0.0 $19k 10k 1.88