Prime Capital Investment Advisors, LLC Portfolio Holdings

Prime Capital Investment Advisors, LLC

  • $8.26 Billion
  • Q1 2025

Prime Capital Investment Advisors, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $8.26 Billion distributed in 1080 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $352M, Vanguard Total Stock Market Et with a value of $343M, Ishares Core S&P Total U.S. St with a value of $245M, Apple Inc. with a value of $229M, and Ishares Core U.S. Aggregate Bo with a value of $208M.

Examining the 13F form we can see an increase of $1.55B in the current position value, from $6.71B to 8.26B.

Prime Capital Investment Advisors, LLC is based out at Overland Park, KS

Below you can find more details about Prime Capital Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $8.26 Billion
ETFs: $5.42 Billion
Technology: $912 Million
Financial Services: $393 Million
Consumer Cyclical: $310 Million
Healthcare: $304 Million
Industrials: $257 Million
Consumer Defensive: $216 Million
Communication Services: $204 Million
Other: $241 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$352 Million 4.26% of portfolio
15,935,064
Q1 2025 Added 43.09%
$0
$343 Million 4.15% of portfolio
1,246,448
Q1 2025 Reduced 0.67%
$0
$245 Million 2.97% of portfolio
2,007,444
Q1 2025 Added 29.03%
$3.45T
$229 Million 2.78% of portfolio
1,032,106
Q1 2025 Added 26.59%
$0
$208 Million 2.51% of portfolio
2,098,708
Q1 2025 Added 39.27%
$0
$198 Million 2.4% of portfolio
10,027,415
Q1 2025 Added 78.38%
$0
$170 Million 2.06% of portfolio
982,415
Q1 2025 Added 35.45%
$0
$161 Million 1.95% of portfolio
286,112
Q1 2025 Added 40.83%
$3.77T
$157 Million 1.9% of portfolio
417,520
Q1 2025 Added 23.37%
$416B
$154 Million 1.86% of portfolio
1,418,036
Q1 2025 Added 27.58%
$0
$154 Million 1.86% of portfolio
2,191,250
Q1 2025 Added 171.59%
$0
$143 Million 1.73% of portfolio
277,385
Q1 2025 Added 18.71%
$0
$138 Million 1.67% of portfolio
5,984,198
Q1 2025 Reduced 3.41%
$0
$131 Million 1.59% of portfolio
279,953
Q1 2025 Added 18.32%
$0
$129 Million 1.56% of portfolio
229,900
Q1 2025 Reduced 1.46%
$2.32T
$121 Million 1.47% of portfolio
637,717
Q1 2025 Added 18.77%
$0
$108 Million 1.31% of portfolio
350,962
Q1 2025 Added 9.14%
$0
$108 Million 1.3% of portfolio
1,233,627
Q1 2025 Added 28.97%
$0
$102 Million 1.23% of portfolio
1,384,530
Q1 2025 Added 4.82%
$0
$99.9 Million 1.21% of portfolio
2,013,306
Q1 2025 Added 1.93%
$0
$89.8 Million 1.09% of portfolio
1,285,792
Q1 2025 Added 14.82%
$0
$86.4 Million 1.05% of portfolio
885,958
Q1 2025 Reduced 0.38%
$622B
$84.5 Million 1.02% of portfolio
158,602
Q1 2025 Added 30.81%
$0
$80.5 Million 0.98% of portfolio
1,008,304
Q1 2025 Added 43.2%
$0
$77.9 Million 0.94% of portfolio
2,972,884
Q1 2025 Added 42.19%
$0
$69.6 Million 0.84% of portfolio
2,780,742
Q1 2025 Added 45.91%
$738B
$68.6 Million 0.83% of portfolio
83,007
Q1 2025 Added 36.32%
$0
$67.2 Million 0.81% of portfolio
637,399
Q1 2025 Added 6.67%
$0
$65.2 Million 0.79% of portfolio
832,842
Q1 2025 Added 11.32%
$0
$63.5 Million 0.77% of portfolio
839,827
Q1 2025 Added 33.53%
$0
$61.8 Million 0.75% of portfolio
1,265,818
Q1 2025 Added 2.13%
$260B
$62.3 Million 0.75% of portfolio
709,393
Q1 2025 Added 26.66%
$0
$57.8 Million 0.7% of portfolio
2,150,883
Q1 2025 Added 6.45%
$1.58T
$56.6 Million 0.69% of portfolio
98,210
Q1 2025 Added 31.19%
$113B
$53.7 Million 0.65% of portfolio
320,984
Q1 2025 Added 18.79%
$417B
$53.3 Million 0.65% of portfolio
56,353
Q1 2025 Added 20.84%
$0
$53.5 Million 0.65% of portfolio
936,022
Q1 2025 Added 83.86%
$0
$53.4 Million 0.65% of portfolio
737,224
Q1 2025 Reduced 1.01%
$380B
$52 Million 0.63% of portfolio
141,850
Q1 2025 Added 27.58%
$452B
$50.8 Million 0.62% of portfolio
427,395
Q1 2025 Added 31.48%
$855B
$51.1 Million 0.62% of portfolio
208,395
Q1 2025 Added 24.93%
$1.14T
$49.5 Million 0.6% of portfolio
319,888
Q1 2025 Added 20.63%
$267B
$49.8 Million 0.6% of portfolio
95,143
Q1 2025 Added 43.23%
$575B
$49.2 Million 0.6% of portfolio
140,379
Q1 2025 Added 32.86%
$1.17T
$46 Million 0.56% of portfolio
294,703
Q1 2025 Added 38.07%
$0
$46.4 Million 0.56% of portfolio
928,205
Q1 2025 Added 23.15%
$0
$43.4 Million 0.53% of portfolio
828,976
Q1 2025 Added 227.52%
$0
$41.5 Million 0.5% of portfolio
1,563,008
Q1 2025 Added 71.63%
$0
$38.4 Million 0.47% of portfolio
1,043,564
Q1 2025 Added 3.65%

Summary

  • Portfolio
  • No. of Stocks 1,080
  • Current Value $8.26 Billion
  • Prior Value $6.71 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 159 stocks
  • Additional Purchases 727 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 140 stocks
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