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
BDX
Becton Dickinson & CO

Healthcare
-13
- 0.02%
$165.15 - $226.42 $2.15K - $2.94K
52.6K $9.06M
XLV
Select Sector Spdr Fund Health

ETFs
-16.7K
- 27.7%
$128.77 - $144.3 $2.15M - $2.41M
43.6K $5.87M
VEA
Vanguard Ftse Developed Market

ETFs
-65.8K
- 42.3%
$45.65 - $57.01 $3M - $3.75M
89.7K $5.12M
IEMG
Ishares Inc

ETFs
-50.7K
- 21.02%
N/A
190K $10.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-62.2K
- 66.11%
$39.89 - $49.46 $2.48M - $3.08M
31.9K $1.58M
VNLA
Janus Henderson Short Duration

ETFs
-53.8K
- 45.55%
$48.74 - $49.2 $2.62M - $2.65M
64.3K $3.16M
FQAL
Fidelity Covington Tr Quality

ETFs
-41.9K
- 76.83%
$57.29 - $69.63 $2.4M - $2.91M
12.6K $878K
IXUS
Ishares Tr

ETFs
-158K
- 12.32%
$62.37 - $77.63 $9.88M - $12.3M
1.13M $87.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-28.7K
- 1.42%
$48.13 - $49.85 $1.38M - $1.43M
1.98M $97.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-62.7K
- 80.7%
$35.35 - $42.68 $2.22M - $2.67M
15K $638K
IWM
Ishares Russell 2000 ETF

ETFs
-14.2K
- 36.56%
$174.82 - $215.79 $2.48M - $3.06M
24.6K $5.31M
VXF
Vanguard Extended Market ETF

ETFs
-17.4K
- 36.59%
$150.43 - $192.71 $2.62M - $3.35M
30.1K $5.81M
MBB
Ishares Tr

ETFs
-23.9K
- 25.74%
$91.41 - $94.22 $2.18M - $2.25M
68.8K $6.46M
HON
Honeywell International Inc

Industrials
-15.1K
- 24.82%
$182.86 - $232.88 $2.76M - $3.51M
45.6K $10.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-12.4K
- 65.07%
$171.4 - $227.1 $2.12M - $2.81M
6.64K $1.51M
JPIB
Jpmorgan International Bond Op

ETFs
-46.8K
- 29.75%
$47.18 - $48.62 $2.21M - $2.28M
111K $5.38M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-43.2K
- 39.54%
$60.22 - $80.1 $2.6M - $3.46M
66K $5.29M
XLK
Technology Sector Spdr

ETFs
-22.6K
- 29.26%
$179.73 - $253.23 $4.07M - $5.73M
54.7K $13.9M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-3K
- 10.21%
$225.56 - $335.19 $677K - $1.01M
26.4K $6.27M
COP
Conocophillips

Energy
-14.5K
- 32.8%
$82.66 - $106.1 $1.2M - $1.53M
29.6K $2.66M
NEE
Nextera Energy Inc

Utilities
-26.5K
- 30.59%
$64.11 - $75.0 $1.7M - $1.98M
60K $4.17M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
-41K
- 81.0%
$43.2 - $57.36 $1.77M - $2.35M
9.62K $551K
T
At&T Inc.

Communication Services
-71.2K
- 30.37%
$26.33 - $28.94 $1.88M - $2.06M
163K $4.73M
VGIT
Vanguard Intermediate Term Tre

ETFs
-32.1K
- 48.0%
$58.63 - $59.9 $1.88M - $1.92M
34.8K $2.08M
OKE
Oneok Inc

Energy
-8.88K
- 13.81%
$78.71 - $100.37 $699K - $892K
55.4K $4.52M
ABT
Abbott Laboratories

Healthcare
-14.3K
- 29.36%
$123.95 - $138.08 $1.77M - $1.97M
34.3K $4.67M
TJX
Tjx Companies Inc

Consumer Cyclical
-15.3K
- 20.99%
$119.13 - $135.03 $1.83M - $2.07M
57.8K $7.13M
RTX
Raytheon Technologies Corp

Industrials
-31.1K
- 14.78%
$113.75 - $148.48 $3.54M - $4.62M
179K $26.2M
XLE
Energy Sector Spdr

ETFs
-13.7K
- 22.93%
$76.44 - $94.13 $1.05M - $1.29M
46.1K $3.91M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-62.9K
- 82.67%
$23.87 - $29.82 $1.5M - $1.88M
13.2K $393K
WMB
Williams Companies, Inc.

Energy
-27.8K
- 67.84%
$54.33 - $62.87 $1.51M - $1.75M
13.2K $828K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-16.6K
- 30.02%
$85.42 - $94.39 $1.42M - $1.57M
38.7K $3.63M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
-36.9K
- 29.66%
$40.66 - $41.98 $1.5M - $1.55M
87.4K $3.66M
UPS
United Parcel Service Inc

Industrials
-12.5K
- 43.31%
$91.92 - $110.2 $1.15M - $1.38M
16.4K $1.65M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-59.7K
- 42.64%
$25.04 - $25.18 $1.49M - $1.5M
80.3K $2.02M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
-29.6K
- 18.59%
$49.82 - $50.25 $1.47M - $1.49M
130K $6.48M
BNDX
Vanguard Total International B

ETFs
-47.6K
- 3.76%
$48.77 - $49.55 $2.32M - $2.36M
1.22M $60.3M
DVN
Devon Energy Corp

Energy
-29.1K
- 29.42%
$26.8 - $37.92 $781K - $1.1M
69.9K $2.22M
FISV
Fiserv Inc

Technology
-11.7K
- 29.52%
N/A
27.9K $3.49M
VOT
Vanguard Mid Cap Growth Index

ETFs
-6.19K
- 76.46%
$216.28 - $284.39 $1.34M - $1.76M
1.91K $542K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-44.1K
- 12.01%
$45.88 - $54.4 $2.02M - $2.4M
323K $17.6M
FNF
Fidelity National Financial, Inc.

Financial Services
-11.2K
- 12.61%
$53.62 - $66.59 $599K - $744K
77.4K $4.34M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-15.4K
- 27.4%
$91.43 - $91.74 $1.41M - $1.42M
40.9K $3.75M
VBR
Vanguard Small Cap Value ETF

ETFs
-8.76K
- 24.34%
$162.76 - $195.77 $1.43M - $1.72M
27.2K $5.31M
IVE
Ishares S&P 500 Value ETF

ETFs
-7.84K
- 24.46%
$168.34 - $195.42 $1.32M - $1.53M
24.2K $4.73M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-26.9K
- 28.92%
$48.46 - $50.2 $1.31M - $1.35M
66.2K $3.29M
IBB
Ishares Biotechnology ETF

ETFs
-10.4K
- 51.06%
$112.02 - $129.0 $1.16M - $1.34M
9.93K $1.26M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-49.3K
- 22.7%
$24.14 - $25.43 $1.19M - $1.25M
168K $4.16M
SPGI
S&P Global Inc.

Financial Services
-2.82K
- 29.9%
$438.31 - $527.29 $1.24M - $1.49M
6.61K $3.49M
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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