Primoris Wealth Advisors »

Wedbush Ser Tr shares owned by Primoris Wealth Advisors

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Primoris Wealth Advisors from 13F filings

Historical chart of Primoris Wealth Advisors investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr 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 Wedbush Ser Tr by Primoris Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 7.5k 32.12

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 Wedbush Ser Tr

Wedbush Morgan Securities
Concentric Capital Strategies
HighTower Advisors
Cetera Investment Advisers
First Heartland Consultants
Citadel Advisors
LPL Financial
Goss Wealth Management
Envestnet Asset Management
Cambridge Investment Research Advisors
Stifel Financial
Janney Montgomery Scott
TD Waterhouse Canada
Snowden Capital Advisors
Castle Rock Wealth Management

View all funds holding Wedbush Ser Tr