Primoris Wealth Advisors »

Fidelity msci utils index shares owned by Primoris Wealth Advisors

Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Primoris Wealth Advisors from 13F filings

Historical chart of Primoris Wealth Advisors investment in Fidelity msci utils index

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci utils index held by Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity msci utils index by Primoris Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 29k 56.47
2025-06-30 $2.4M 46k 52.60
2025-03-31 $1.1M 22k 50.95
2024-12-31 $2.4M 49k 48.77
2024-09-30 $2.9M 57k 51.73

More positions owned by Primoris Wealth Advisors

Fidelity Covington Trust Msci Info Tech I (FTEC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Palantir Technologies Cl A (PLTR)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Lam Research Corp Com New (LRCX)
Crowdstrike Hldgs Cl A (CRWD)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl C (GOOG)
Advanced Micro Devices (AMD)
Microsoft Corporation (MSFT)

View all positions for Primoris Wealth Advisors

Top funds holding Fidelity msci utils index

AE Wealth Management
Advisor Group Holdings
LPL Financial
Lido Advisors
Kestra Advisory Services
Commonwealth Equity Services
Mariner Wealth Advisors
Morgan Stanley
Cambridge Investment Research Advisors
Estate Counselors
Independence Financial Advisors
Kovitz Investment Group Partners
HighTower Advisors
IFG Advisory
Kingswood Wealth Advisors

View all funds holding Fidelity msci utils index