Prime Capital Investment Advisors, LLC Reduced Holdings in Q2 2025

Prime Capital Investment Advisors, LLC

  • $7.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-3.95M
- 65.97%
$22.54 - $23.17 $89M - $91.5M
2.04M $46.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.84M
- 30.4%
$19.6 - $24.44 $94.9M - $118M
11.1M $271M
AAPL
Apple Inc.

Technology
-231K
- 22.42%
$172.42 - $223.89 $39.9M - $51.8M
801K $164M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.47M
- 34.64%
$17.76 - $22.1 $61.7M - $76.8M
6.55M $145M
VTV
Vanguard Value ETF

ETFs
-266K
- 27.1%
$153.67 - $176.74 $40.9M - $47M
716K $127M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-705K
- 75.28%
$51.14 - $57.0 $36M - $40.2M
231K $13.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-441K
- 21.96%
$108.12 - $135.04 $47.7M - $59.5M
1.57M $212M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-202K
- 30.28%
$152.42 - $182.82 $30.8M - $36.9M
465K $85M
UNH
Unitedhealth Group Inc

Healthcare
-28K
- 29.44%
$274.35 - $599.47 $7.68M - $16.8M
67.1K $20.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-41.3K
- 26.02%
$483.48 - $539.8 $20M - $22.3M
117K $57M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-438K
- 67.19%
$51.1 - $53.29 $22.4M - $23.3M
214K $11.4M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-428K
- 46.13%
$50.09 - $51.09 $21.4M - $21.9M
500K $25.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-906K
- 30.47%
$22.92 - $28.05 $20.8M - $25.4M
2.07M $58M
XOM
Exxon Mobil Corp

Energy
-136K
- 31.77%
$99.93 - $119.04 $13.6M - $16.2M
292K $31.4M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-761K
- 48.67%
$23.55 - $27.67 $17.9M - $21M
802K $22.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-59.3K
- 21.37%
$456.74 - $568.03 $27.1M - $33.7M
218K $124M
LLY
Eli Lilly & CO

Healthcare
-18.8K
- 22.65%
$713.71 - $898.95 $13.4M - $16.9M
64.2K $50M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-447K
- 93.35%
$36.25 - $42.28 $16.2M - $18.9M
31.8K $1.34M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-993K
- 35.72%
$22.27 - $29.21 $22.1M - $29M
1.79M $52.2M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
-813K
- 97.93%
$19.78 - $21.29 $16.1M - $17.3M
17.2K $355K
VUG
Vanguard Growth ETF

ETFs
-47.6K
- 53.41%
$329.49 - $438.4 $15.7M - $20.9M
41.5K $18.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-284K
- 34.28%
$51.68 - $52.76 $14.7M - $15M
545K $28.7M
V
Visa Inc.

Financial Services
-42.8K
- 30.49%
$308.27 - $373.31 $13.2M - $16M
97.6K $34.6M
MRK
Merck & Co., Inc.

Healthcare
-152K
- 66.83%
$73.47 - $87.12 $11.1M - $13.2M
75.2K $5.96M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-67.8K
- 24.23%
$416.06 - $551.64 $28.2M - $37.4M
212K $117M
LMT
Lockheed Martin Corp

Industrials
-32.1K
- 68.81%
$430.82 - $486.45 $13.8M - $15.6M
14.6K $6.74M
SPY
Spdr S&P 500 ETF Trust

ETFs
-44.1K
- 19.2%
$496.48 - $617.85 $21.9M - $27.3M
186K $115M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-243K
- 51.5%
$45.07 - $52.57 $10.9M - $12.8M
229K $11.2M
MA
Mastercard Inc

Financial Services
-24.9K
- 40.34%
$479.92 - $590.74 $11.9M - $14.7M
36.8K $20.7M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-557K
- 94.01%
$21.55 - $22.2 $12M - $12.4M
35.6K $785K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-116K
- 67.68%
$90.85 - $102.31 $10.5M - $11.9M
55.4K $5.58M
PG
Procter & Gamble CO

Consumer Defensive
-55.9K
- 25.11%
$157.66 - $172.39 $8.81M - $9.64M
167K $26.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-216K
- 76.31%
$45.11 - $52.34 $9.75M - $11.3M
67.1K $3.51M
HD
Home Depot, Inc.

Consumer Cyclical
-29.4K
- 20.69%
$335.24 - $380.78 $9.84M - $11.2M
112K $41.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-126K
- 15.08%
$77.74 - $78.78 $9.76M - $9.9M
707K $55.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-97.7K
- 39.9%
$90.56 - $109.49 $8.85M - $10.7M
147K $16.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
-50.8K
- 65.71%
$166.82 - $194.23 $8.47M - $9.86M
26.5K $5.15M
ABBV
Abb Vie Inc.

Healthcare
-30.6K
- 19.67%
$170.16 - $206.27 $5.2M - $6.31M
125K $23.2M
AVUV
American Centy ETF Tr Avantis

ETFs
-155K
- 12.58%
$75.17 - $91.21 $11.7M - $14.2M
1.08M $98.2M
UNP
Union Pacific Corp

Industrials
-36.2K
- 40.57%
$208.27 - $238.46 $7.54M - $8.64M
53.1K $12.2M
COST
Costco Wholesale Corp

Consumer Defensive
-11.5K
- 20.34%
$908.13 - $1056.85 $10.4M - $12.1M
44.9K $44.4M
CVX
Chevron Corp

Energy
-32.2K
- 18.66%
$133.73 - $168.51 $4.31M - $5.43M
140K $20.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-334K
- 48.92%
$24.38 - $30.18 $8.14M - $10.1M
349K $10.5M
XT
Ishares Tr Exponential Technol

ETFs
-145K
- 96.44%
$49.86 - $65.25 $7.23M - $9.46M
5.35K $349K
MUB
Ishares National Muni Bond ETF

ETFs
-73.4K
- 11.52%
$102.31 - $105.8 $7.51M - $7.77M
564K $58.9M
GLD
Spdr Gold Trust

ETFs
-29.7K
- 54.55%
$273.71 - $316.29 $8.12M - $9.39M
24.7K $7.54M
SHV
Ishares Tr

ETFs
-73K
- 43.01%
$110.06 - $110.46 $8.04M - $8.06M
96.7K $10.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-110K
- 7.94%
$72.02 - $73.82 $7.92M - $8.12M
1.27M $93.8M
CRM
Salesforce, Inc.

Technology
-29.3K
- 30.0%
$236.26 - $291.15 $6.93M - $8.54M
68.5K $18.7M
Activity Summary
Buys All Purchases 189 New Holdings 55 Increased Positions 134 Sells All Sells 729 Reductions 729 Sold out 0 Options Calls 7 Puts 11
Track This Portfolio

Track Prime Capital Investment Advisors, LLC Portfolio

Follow Prime Capital Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prime Capital Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prime Capital Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email