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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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 57k 51.73

More positions owned by Primoris Wealth Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci India Sm Cp (SMIN)
Nextera Energy (NEE)
Alphabet Cap Stk Cl C (GOOG)
Fidelity Covington Trust Msci Utils Index (FUTY)
Lam Research Corporation (LRCX)

View all positions for Primoris Wealth Advisors

Top funds holding Fidelity msci utils index

Bank of America Corporation
AE Wealth Management
Lido Advisors
Commonwealth Equity Services
LPL Financial
Kestra Advisory Services
Advisor Group Holdings
Cambridge Investment Research Advisors
Morgan Stanley
Envestnet Asset Management
HighTower Advisors
Brookstone Capital Management
Northwestern Mutual Wealth Management Company
IFG Advisory
Traphagen Investment Advisors

View all funds holding Fidelity msci utils index