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
GOOG
Alphabet Inc.

Communication Services
-73.6K
- 24.98%
$146.58 - $180.01 $10.8M - $13.3M
221K $39.2M
IEFA
Ishares Tr

ETFs
-157K
- 18.69%
$67.83 - $84.09 $10.6M - $13.2M
683K $57M
AMZN
Amazon Com Inc

Consumer Cyclical
-114K
- 17.85%
$167.32 - $223.3 $19M - $25.4M
524K $115M
PEP
Pepsico Inc

Consumer Defensive
-30.1K
- 24.22%
$128.02 - $151.37 $3.85M - $4.56M
94.2K $12.4M
ZTS
Zoetis Inc.

Healthcare
-34.2K
- 40.51%
$144.41 - $170.3 $4.94M - $5.82M
50.2K $7.83M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-111K
- 44.23%
$51.16 - $62.02 $5.68M - $6.89M
140K $8.68M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-210K
- 37.2%
$29.12 - $35.84 $6.11M - $7.52M
354K $12.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-6.93K
- 21.25%
$390.26 - $489.06 $2.7M - $3.39M
25.7K $10.4M
WMT
Walmart Inc.

Consumer Defensive
-129K
- 18.25%
$81.79 - $99.98 $10.6M - $12.9M
580K $56.7M
FDVV
Fidelity High Dividend ETF

ETFs
-126K
- 29.5%
$43.6 - $52.02 $5.48M - $6.54M
300K $15.6M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
-233K
- 45.63%
$21.77 - $24.89 $5.07M - $5.8M
278K $6.48M
IBOC
International Bancshares Corp

Financial Services
-82.3K
- 95.6%
$56.4 - $66.7 $4.64M - $5.49M
3.79K $251K
PANW
Palo Alto Networks Inc

Technology
-45K
- 37.94%
$152.44 - $204.64 $6.85M - $9.2M
73.5K $15M
HYG
Ishares Tr

ETFs
-69.6K
- 26.1%
$75.75 - $80.65 $5.27M - $5.61M
197K $15.9M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-47.1K
- 72.69%
$105.23 - $109.61 $4.95M - $5.16M
17.7K $1.94M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-302K
- 41.59%
$13.74 - $15.66 $4.16M - $4.74M
425K $6.33M
JNJ
Johnson & Johnson

Healthcare
-23.3K
- 21.78%
$146.36 - $159.82 $3.41M - $3.73M
83.7K $12.8M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-41.5K
- 87.72%
$116.93 - $119.39 $4.85M - $4.96M
5.81K $692K
ADBE
Adobe Inc.

Technology
-12.7K
- 31.75%
$340.0 - $420.68 $4.33M - $5.35M
27.3K $10.6M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-139K
- 65.31%
$32.66 - $40.75 $4.53M - $5.65M
73.6K $2.98M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-97.8K
- 27.83%
$47.02 - $47.83 $4.6M - $4.68M
254K $12.1M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-27.1K
- 42.26%
$146.74 - $176.07 $3.97M - $4.77M
37K $6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-158K
- 62.5%
$24.32 - $27.87 $3.84M - $4.4M
94.8K $2.51M
JPM
Jpmorgan Chase & CO

Financial Services
-47.5K
- 22.78%
$210.28 - $289.91 $9.98M - $13.8M
161K $46.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-60.1K
- 19.43%
$75.05 - $77.34 $4.51M - $4.65M
249K $19.3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-141K
- 6.55%
$26.18 - $26.93 $3.69M - $3.79M
2.01M $53.6M
VNQ
Vanguard Specialized Funds Van

ETFs
-40.2K
- 9.81%
$79.79 - $91.42 $3.2M - $3.67M
369K $32.9M
VIG
Vanguard Dividend Appreciation

ETFs
-22.7K
- 11.04%
N/A
183K $33.3M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-93.1K
- 33.13%
$38.18 - $45.52 $3.55M - $4.24M
188K $8.22M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-210K
- 28.08%
$20.42 - $25.3 $4.28M - $5.3M
537K $13.6M
XLP
Consumer Staples Sector Spdr

ETFs
-50.3K
- 29.76%
N/A
119K $9.03M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-72.2K
- 23.02%
$50.36 - $50.68 $3.64M - $3.66M
242K $12.2M
GOOGL
Alphabet Inc.

Communication Services
-59.8K
- 18.7%
$144.7 - $178.6 $8.65M - $10.7M
260K $45.8M
XLU
Utilities Sector Spdr

ETFs
-49.2K
- 31.8%
$73.09 - $82.77 $3.59M - $4.07M
105K $8.61M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-44.4K
- 86.97%
$77.94 - $79.5 $3.46M - $3.53M
6.66K $529K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-34.8K
- 26.43%
$80.28 - $91.78 $2.79M - $3.19M
96.9K $8.52M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-67.4K
- 29.12%
$50.1 - $51.02 $3.38M - $3.44M
164K $8.37M
HEFA
Ishares Currency Hedged Msci E

ETFs
-111K
- 23.57%
$32.11 - $38.21 $3.57M - $4.25M
361K $13.7M
SPYG
Spdr Portfolio

ETFs
-85.7K
- 26.88%
$71.83 - $95.32 $6.16M - $8.17M
233K $22.2M
MCD
Mcdonalds Corp

Consumer Cyclical
-8.34K
- 17.58%
$285.55 - $321.23 $2.38M - $2.68M
39.1K $11.4M
AMD
Advanced Micro Devices Inc

Technology
-85.9K
- 38.06%
$78.21 - $143.81 $6.72M - $12.4M
140K $19.8M
DVY
Ishares Tr

ETFs
-24.2K
- 33.58%
$118.37 - $134.86 $2.87M - $3.26M
47.9K $6.36M
AMAT
Applied Materials Inc

Technology
-44.7K
- 34.75%
$126.95 - $183.52 $5.68M - $8.21M
84K $15.4M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-110K
- 84.29%
$26.61 - $29.9 $2.92M - $3.28M
20.4K $546K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-142K
- 79.43%
$22.68 - $23.28 $3.21M - $3.3M
36.7K $853K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-36.7K
- 23.23%
$91.23 - $97.27 $3.35M - $3.57M
121K $11.8M
AMGN
Amgen Inc

Healthcare
-8.57K
- 32.32%
$262.28 - $309.85 $2.25M - $2.65M
17.9K $5.01M
MU
Micron Technology Inc

Technology
-43.6K
- 67.28%
$64.72 - $127.91 $2.82M - $5.58M
21.2K $2.61M
JPEM
Jp Morgan Diversified Return

ETFs
-69.1K
- 28.44%
$48.41 - $56.7 $3.35M - $3.92M
174K $9.81M
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
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