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
LNG
Cheniere Energy, Inc.

Energy
-5.02K
- 14.55%
$197.25 - $244.33 $989K - $1.23M
29.5K $7.17M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-5.84K
- 67.41%
$144.94 - $210.94 $846K - $1.23M
2.82K $595K
ADP
Automatic Data Processing Inc

Industrials
-2.87K
- 9.13%
$276.76 - $326.81 $793K - $937K
28.5K $8.8M
GRMN
Garmin LTD

Technology
-3.5K
- 48.35%
$173.63 - $218.07 $607K - $763K
3.74K $779K
PM
Philip Morris International Inc.

Consumer Defensive
-7.58K
- 29.38%
$149.23 - $184.95 $1.13M - $1.4M
18.2K $3.32M
VCIT
Vanguard Intermediate Term Cor

ETFs
-9.63K
- 37.98%
$79.56 - $82.92 $766K - $799K
15.7K $1.3M
PSX
Phillips 66

Energy
-5.55K
- 22.24%
$92.87 - $125.73 $516K - $698K
19.4K $2.32M
GIS
General Mills Inc

Consumer Defensive
-8.99K
- 24.39%
$50.37 - $60.97 $453K - $548K
27.9K $1.44M
CSCO
Cisco Systems, Inc.

Technology
-21K
- 23.02%
$53.19 - $69.38 $1.12M - $1.46M
70.4K $4.88M
EQIX
Equinix Inc

Real Estate
-861
- 23.89%
$740.07 - $914.43 $637K - $787K
2.74K $2.18M
TAXF
American Centy ETF Tr Diversif

ETFs
-14.2K
- 29.73%
$47.8 - $49.79 $680K - $708K
33.6K $1.64M
DHR
Danaher Corp

Healthcare
-3.1K
- 21.47%
$174.64 - $205.16 $542K - $637K
11.3K $2.24M
IWR
Ishares Russell Mid Cap ETF

ETFs
-17.8K
- 13.31%
$74.88 - $91.97 $1.33M - $1.64M
116K $10.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
-3.78K
- 28.45%
$219.76 - $276.94 $830K - $1.05M
9.5K $2.63M
SHEL
Shell PLC

Energy
-8.87K
- 32.9%
$59.75 - $73.05 $530K - $648K
18.1K $1.27M
WHR
Whirlpool Corp

Consumer Cyclical
-15.9K
- 19.5%
$75.71 - $101.42 $1.2M - $1.61M
65.6K $6.65M
PHYS
Sprott Physical Gold Trust

Financial Services
-28.7K
- 77.67%
$22.82 - $26.29 $655K - $755K
8.26K $209K
PSA
Public Storage

Real Estate
-2.2K
- 72.61%
$266.31 - $309.77 $587K - $682K
831 $243K
BX
Blackstone Inc.

Financial Services
-10.9K
- 10.95%
$120.07 - $151.11 $1.31M - $1.64M
88.4K $13.2M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-6.4K
- 64.26%
$100.04 - $100.54 $641K - $644K
3.56K $358K
HDV
Ishares Core High Dividend ETF

ETFs
-5.24K
- 69.2%
$108.41 - $120.51 $568K - $632K
2.33K $273K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-6.93K
- 17.85%
$88.49 - $92.4 $614K - $641K
31.9K $2.95M
CMF
Ishares California Muni Bond E

ETFs
-10.6K
- 12.6%
$54.52 - $56.7 $577K - $600K
73.4K $4.09M
ILCV
Ishares Morningstar Value ETF

ETFs
-8.38K
- 22.12%
$72.16 - $83.39 $605K - $699K
29.5K $2.46M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-5.6K
- 14.2%
$149.76 - $186.42 $838K - $1.04M
33.8K $6.3M
VB
Vanguard Small Cap ETF

ETFs
-3.92K
- 19.38%
$193.73 - $237.37 $760K - $931K
16.3K $3.86M
XLF
Financial Sector Spdr

ETFs
-15.7K
- 20.03%
$43.92 - $52.37 $689K - $822K
62.6K $3.28M
NEAR
Blackrock Short Maturity Bond

ETFs
-12.3K
- 30.04%
$50.41 - $51.17 $622K - $632K
28.8K $1.47M
AFL
Aflac Inc

Financial Services
-4.66K
- 21.22%
$99.77 - $112.45 $464K - $523K
17.3K $1.82M
GILD
Gilead Sciences, Inc.

Healthcare
-5.17K
- 20.37%
$96.91 - $113.0 $501K - $584K
20.2K $2.24M
VFH
Vanguard Financial ETF

ETFs
-5.73K
- 34.22%
$104.87 - $127.3 $600K - $729K
11K $1.4M
WM
Waste Management Inc

Industrials
-2.31K
- 9.17%
$216.47 - $242.1 $500K - $559K
22.9K $5.23M
BNL
Broadstone Net Lease, Inc.

Real Estate
-20.1K
- 7.81%
$14.72 - $17.13 $296K - $344K
237K $3.8M
YUM
Yum Brands Inc

Consumer Cyclical
-3.26K
- 38.01%
$138.36 - $161.45 $451K - $526K
5.31K $786K
GD
General Dynamics Corp

Industrials
-2.76K
- 20.29%
$247.68 - $291.66 $684K - $805K
10.8K $3.16M
PAVE
Global X Fds Us Infrastructure

ETFs
-23.1K
- 29.19%
$33.78 - $43.68 $780K - $1.01M
56K $2.44M
CMCSA
Comcast Corp

Communication Services
-13.3K
- 24.42%
$32.84 - $36.72 $437K - $489K
41.2K $1.47M
WDAY
Workday, Inc.

Technology
-2.63K
- 18.87%
$210.47 - $274.71 $554K - $722K
11.3K $2.71M
SNA
Snap On Inc

Industrials
-1.35K
- 29.19%
$292.36 - $342.2 $394K - $461K
3.27K $1.02M
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.59K
- 25.12%
$141.87 - $164.49 $509K - $590K
10.7K $1.76M
ITA
Ishares Tr

ETFs
-8.2K
- 28.56%
$135.31 - $188.64 $1.11M - $1.55M
20.5K $3.87M
KMI
Kinder Morgan, Inc.

Energy
-20.1K
- 21.7%
$25.21 - $29.4 $507K - $591K
72.6K $2.13M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-7.32K
- 23.48%
$63.54 - $68.5 $465K - $501K
23.8K $1.61M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.58K
- 12.42%
$121.58 - $136.74 $435K - $489K
25.2K $3.42M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-8.03K
- 32.32%
$65.84 - $80.81 $529K - $649K
16.8K $1.35M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-735
- 19.7%
$421.16 - $509.5 $310K - $374K
3K $1.33M
DUK
Duke Energy Corp

Utilities
-3.1K
- 11.41%
$112.46 - $124.05 $349K - $385K
24.1K $2.84M
VDE
Vanguard Energy ETF

ETFs
-3.02K
- 29.11%
$105.87 - $130.56 $320K - $395K
7.36K $882K
URI
United Rentals, Inc.

Industrials
-1.05K
- 40.6%
$551.94 - $753.4 $578K - $790K
1.53K $1.15M
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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