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Ishares Tr broad usd high shares owned by Primoris Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr broad usd high (USHY) shares owned by Primoris Wealth Advisors from 13F filings

Historical chart of Primoris Wealth Advisors investment in Ishares Tr broad usd high

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr broad usd high held by Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr broad usd high by Primoris Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $542k 14k 37.65
2024-06-30 $533k 15k 36.28

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 Ishares Tr broad usd high

Jpmorgan Chase & Co
BlackRock
Northern Trust
Wells Fargo & Company
BlackRock
Jones Financial Companies, L.L
Tiaa Trust, National Association
Prudential
Raymond James & Associates
Japan Science & Technology Agency
Thrivent Financial for Lutherans
Wright Fund Managment
Bnp Paribas Arbitrage, Snc
Bank of America Corporation
Toews Corp

View all funds holding Ishares Tr broad usd high