Primoris Wealth Advisors

Primoris Wealth Advisors as of March 31, 2026

Portfolio Holdings for Primoris Wealth Advisors

Primoris Wealth Advisors holds 96 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.6 $8.0M 13k 597.56
Fidelity Covington Trust Msci Info Tech I (FTEC) 5.3 $7.6M 37k 208.05
Lam Research Corp Com New (LRCX) 5.0 $7.1M 33k 213.66
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.0 $5.8M 126k 45.62
Fidelity Covington Trust Msci Utils Index (FUTY) 3.9 $5.6M 94k 59.07
Apple (AAPL) 3.8 $5.5M 22k 253.79
Micron Technology (MU) 3.6 $5.1M 15k 337.84
Amazon (AMZN) 3.3 $4.7M 23k 208.27
Axogen (AXGN) 3.2 $4.6M 139k 33.13
Vanguard Index Fds Growth Etf (VUG) 3.1 $4.4M 10k 436.78
Advanced Micro Devices (AMD) 3.1 $4.4M 22k 203.43
Alphabet Cap Stk Cl C (GOOG) 3.0 $4.4M 15k 286.86
NVIDIA Corporation (NVDA) 2.8 $3.9M 23k 174.40
Palantir Technologies Cl A (PLTR) 2.6 $3.7M 25k 146.28
Nextera Energy (NEE) 2.3 $3.3M 35k 92.88
Fidelity Covington Trust Vlu Factor Etf (FVAL) 2.2 $3.2M 46k 69.40
Philip Morris International (PM) 2.1 $2.9M 18k 165.34
Johnson & Johnson (JNJ) 1.8 $2.6M 11k 244.44
Teucrium Commodity Tr Corn Fd Shs (CORN) 1.7 $2.4M 129k 18.40
Vaneck Etf Trust Agribusiness Etf (MOO) 1.6 $2.3M 28k 84.50
Quest Diagnostics Incorporated (DGX) 1.5 $2.1M 11k 195.98
Select Sector Spdr Tr State Street Con (XLP) 1.4 $2.0M 25k 81.98
Teucrium Commodity Tr Wheat Fd (WEAT) 1.4 $1.9M 83k 23.57
Fidelity Covington Trust High Divid Etf (FDVV) 1.3 $1.9M 34k 55.24
Microsoft Corporation (MSFT) 1.3 $1.8M 4.9k 370.17
Spdr Gold Tr Gold Shs (GLD) 1.2 $1.8M 4.1k 430.29
Meta Platforms Cl A (META) 1.2 $1.7M 3.0k 572.13
Southern Company (SO) 1.2 $1.7M 18k 96.52
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.1 $1.6M 2.5k 650.34
Blackrock Muniyield Quality Fund (MQY) 1.0 $1.5M 134k 10.98
Tesla Motors (TSLA) 1.0 $1.4M 3.8k 371.75
Ishares Tr Broad Usd High (USHY) 0.9 $1.4M 37k 36.84
Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.9 $1.3M 52k 25.65
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.9 $1.2M 77k 16.17
Wal-Mart Stores (WMT) 0.9 $1.2M 9.9k 124.28
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.2M 4.2k 287.56
Select Sector Spdr Tr State Street Uti (XLU) 0.8 $1.2M 26k 45.89
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $1.2M 47k 24.75
Ishares Tr Pfd And Incm Sec (PFF) 0.8 $1.2M 38k 30.32
Vanguard Index Fds Large Cap Etf (VV) 0.7 $942k 3.2k 298.85
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $843k 13k 67.53
Gold Fields Sponsored Adr (GFI) 0.6 $795k 18k 45.40
Visa Com Cl A (V) 0.5 $779k 2.6k 302.24
Nuveen Mun Cr Income Com Sh Ben Int (NZF) 0.5 $740k 61k 12.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $707k 1.5k 479.20
Ishares Tr Russell 2000 Etf (IWM) 0.5 $687k 2.8k 248.00
TJX Companies (TJX) 0.4 $639k 4.0k 159.70
Boeing Company (BA) 0.4 $586k 2.9k 199.03
Nuveen Dynamic Mun Opportuni Com Shs (NDMO) 0.4 $561k 55k 10.29
Ssga Active Etf Tr State Street Bla (SRLN) 0.4 $556k 14k 40.14
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $547k 4.4k 124.32
Crowdstrike Hldgs Cl A (CRWD) 0.4 $544k 1.4k 390.41
Waste Management (WM) 0.4 $507k 2.2k 229.79
Honeywell International (HON) 0.4 $505k 2.2k 226.01
Home Depot (HD) 0.4 $502k 1.5k 328.89
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $489k 6.2k 79.56
Ishares Tr Core S&p500 Etf (IVV) 0.3 $481k 736.00 653.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $480k 831.00 577.19
General Mills (GIS) 0.3 $463k 12k 37.22
Ishares Tr Select Divid Etf (DVY) 0.3 $458k 3.0k 151.41
Morgan Stanley Com New (MS) 0.3 $423k 2.6k 164.57
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $410k 3.1k 132.90
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.3 $406k 10k 40.57
Global X Fds Msci Norway Etf (NORW) 0.3 $401k 11k 38.21
Amplify Etf Tr Amplify Cybersec (HACK) 0.3 $387k 5.1k 75.09
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.3 $374k 4.3k 86.52
Deere & Company (DE) 0.3 $367k 651.00 563.33
Cohen & Steers infrastucture Fund (UTF) 0.2 $355k 14k 25.88
International Business Machines (IBM) 0.2 $350k 1.4k 242.39
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $330k 6.2k 53.35
Series Portfolios Tr Eldridge Aaa Clo (CLOX) 0.2 $318k 13k 25.57
Strategy Cl A New (MSTR) 0.2 $311k 2.5k 124.80
Edison International (EIX) 0.2 $307k 4.2k 73.18
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $307k 2.1k 146.58
Goldman Sachs Physical Gold Unit (AAAU) 0.2 $301k 6.5k 46.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $297k 5.5k 54.05
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $290k 15k 19.30
Spdr Series Trust State Street Spd (KRE) 0.2 $283k 4.4k 65.15
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $271k 2.4k 112.11
Teucrium Commodity Tr Sugar Fd (CANE) 0.2 $261k 25k 10.44
Vanguard World Mega Cap Val Etf (MGV) 0.2 $256k 1.8k 144.95
Tenet Healthcare Corp Com New (THC) 0.2 $246k 1.3k 188.71
Eli Lilly & Co. (LLY) 0.2 $243k 264.00 919.77
Tortoise Capital Series Trus North Amrcn Pipe (TPYP) 0.2 $233k 5.5k 42.36
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $232k 500.00 463.19
Lockheed Martin Corporation (LMT) 0.2 $221k 365.00 604.92
Capital One Financial (COF) 0.2 $220k 1.2k 182.43
Motorola Solutions Com New (MSI) 0.2 $218k 502.00 433.97
National Grid Sponsored Adr Ne (NGG) 0.2 $218k 2.6k 84.60
Eaton Vance Risk Managed Diversified (ETJ) 0.1 $131k 16k 8.17
Phathom Pharmaceuticals (PHAT) 0.1 $127k 11k 11.11
Liberty All Star Equity Sh Ben Int (USA) 0.0 $69k 13k 5.55
Ammo (POWW) 0.0 $29k 14k 2.01
Wetouch Technology Com New (WETH) 0.0 $28k 22k 1.28
Ess Tech Com New (GWH) 0.0 $19k 17k 1.17
Northern Dynasty Minerals Lt Com New (NAK) 0.0 $14k 10k 1.40