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
FDX
Fedex Corp

Industrials
-4.61K
- 32.35%
$198.07 - $245.17 $913K - $1.13M
9.64K $2.19M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-30.7K
- 3.47%
$83.54 - $100.04 $2.57M - $3.07M
855K $85.1M
FSK
Fs Kkr Capital Corp

Financial Services
-59.8K
- 35.62%
$17.95 - $21.5 $1.07M - $1.29M
108K $2.24M
AEP
American Electric Power CO Inc

Utilities
-9.97K
- 23.17%
$98.59 - $109.11 $983K - $1.09M
33.1K $3.43M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-53.2K
- 5.1%
$35.3 - $37.51 $1.88M - $2M
990K $37.1M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-52.5K
- 39.36%
N/A
80.9K $1.92M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-15.8K
- 66.52%
$72.96 - $90.39 $1.16M - $1.43M
7.98K $713K
UL
Unilever PLC

Consumer Defensive
-21.9K
- 29.61%
$57.9 - $65.43 $1.27M - $1.43M
52.1K $3.19M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-22.5K
- 34.64%
$58.41 - $72.69 $1.31M - $1.63M
42.4K $3.08M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-14.2K
- 83.44%
$72.61 - $88.75 $1.03M - $1.26M
2.82K $250K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-31.1K
- 61.35%
$34.72 - $42.74 $1.08M - $1.33M
19.6K $838K
IBM
International Business Machines Corp

Technology
-11.6K
- 23.63%
$221.03 - $294.78 $2.57M - $3.43M
37.6K $11.1M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-14.5K
- 57.07%
$73.7 - $90.98 $1.07M - $1.32M
10.9K $990K
VGT
Vanguard Information Technolog

ETFs
-4.02K
- 31.08%
$470.37 - $663.28 $1.89M - $2.67M
8.92K $5.92M
STZ
Constellation Brands, Inc.

Consumer Defensive
-5.73K
- 73.96%
$160.0 - $195.62 $917K - $1.12M
2.02K $328K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-11.5K
- 40.78%
$83.97 - $92.85 $966K - $1.07M
16.7K $1.47M
PFE
Pfizer Inc

Healthcare
-37.5K
- 22.88%
$21.59 - $24.84 $809K - $931K
126K $3.06M
ET
Energy Transfer LP

Energy
-36.6K
- 3.98%
$15.65 - $18.93 $573K - $693K
883K $16M
DOW
Dow Inc.

Basic Materials
-16.8K
- 22.83%
$25.81 - $34.89 $433K - $586K
56.7K $1.5M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-8.88K
- 72.74%
$103.88 - $123.68 $923K - $1.1M
3.33K $411K
MMM
3 M CO

Industrials
-8.13K
- 22.94%
$126.09 - $154.15 $1.03M - $1.25M
27.3K $4.16M
MO
Altria Group, Inc.

Consumer Defensive
-16.6K
- 32.97%
$55.56 - $60.91 $921K - $1.01M
33.7K $1.98M
VO
Vanguard Mid Cap ETF

ETFs
-6.21K
- 18.78%
$228.54 - $279.83 $1.42M - $1.74M
26.8K $7.51M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-42.9K
- 42.91%
$23.96 - $24.27 $1.03M - $1.04M
57.1K $1.39M
AZO
Autozone Inc

Consumer Cyclical
-267
- 71.2%
$3478.38 - $3880.15 $929K - $1.04M
108 $400K
LOW
Lowes Companies Inc

Consumer Cyclical
-3.49K
- 16.92%
$210.83 - $235.28 $736K - $821K
17.1K $3.8M
SO
Southern CO

Utilities
-10.7K
- 21.4%
$84.91 - $92.56 $910K - $992K
39.3K $3.61M
WCN
Waste Connections, Inc.

Industrials
-4K
- 14.09%
$183.26 - $199.95 $733K - $800K
24.4K $4.56M
SYK
Stryker Corp

Healthcare
-3.48K
- 20.94%
$337.37 - $395.63 $1.17M - $1.37M
13.1K $5.19M
KKR
Kkr & Co. Inc.

Financial Services
-11.3K
- 37.65%
$92.79 - $134.29 $1.05M - $1.52M
18.8K $2.5M
AWK
American Water Works Company, Inc.

Utilities
-6.13K
- 40.14%
$133.82 - $151.96 $821K - $932K
9.15K $1.27M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-19.3K
- 21.49%
$50.48 - $50.71 $974K - $978K
70.5K $3.57M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
-31.4K
- 39.2%
$29.8 - $35.39 $936K - $1.11M
48.7K $1.72M
PECO
Phillips Edison & Company, Inc.

Real Estate
-20.8K
- 14.62%
$33.53 - $37.33 $696K - $775K
121K $4.25M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-11.4K
- 80.21%
$70.44 - $86.87 $803K - $990K
2.81K $244K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-11.3K
- 77.92%
$67.03 - $80.35 $758K - $909K
3.21K $255K
ACN
Accenture PLC

Technology
-1.64K
- 5.52%
$279.23 - $323.21 $458K - $530K
28.1K $8.39M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-8.81K
- 27.08%
$180.84 - $240.32 $1.59M - $2.12M
23.7K $5.7M
DGRO
Ishares Core Dividend Growth E

ETFs
-14.8K
- 40.69%
$55.22 - $63.94 $817K - $947K
21.6K $1.38M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-19.4K
- 9.76%
$44.68 - $45.96 $867K - $892K
179K $8.21M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-15.5K
- 35.37%
$58.13 - $69.92 $901K - $1.08M
28.3K $1.98M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-17.4K
- 42.78%
$49.48 - $61.22 $861K - $1.07M
23.3K $1.42M
TSCO
Tractor Supply CO

Consumer Cyclical
-11.8K
- 13.34%
$47.86 - $55.77 $566K - $660K
76.9K $4.06M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-33.2K
- 26.86%
$37.77 - $46.15 $1.25M - $1.53M
90.4K $4.17M
KO
Coca Cola CO

Consumer Defensive
-9.67K
- 5.95%
$68.37 - $73.9 $661K - $715K
153K $10.8M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-7.41K
- 36.13%
$108.87 - $133.04 $807K - $986K
13.1K $1.74M
WFC
Wells Fargo & Company

Financial Services
-16.3K
- 27.46%
$60.98 - $80.12 $993K - $1.3M
43K $3.44M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-7.9K
- 14.01%
$114.78 - $133.31 $907K - $1.05M
48.5K $6.46M
TXN
Texas Instruments Inc

Technology
-4.14K
- 18.89%
N/A
17.8K $3.46M
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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