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
AVDE
American Centy ETF Tr Avantis

ETFs
-4.85K
- 52.74%
$59.32 - $74.36 $288K - $361K
4.35K $321K
WMS
Advanced Drainage Systems, Inc.

Industrials
-2.83K
- 36.4%
$96.79 - $123.55 $274K - $350K
4.95K $568K
GLW
Corning Inc

Technology
-7.18K
- 48.43%
$39.07 - $52.59 $280K - $377K
7.64K $401K
O
Realty Income Corp

Real Estate
-4.68K
- 24.0%
$52.27 - $58.52 $244K - $274K
14.8K $853K
VPU
Vanguard Utilities ETF

ETFs
-1.78K
- 26.74%
$158.36 - $178.82 $281K - $318K
4.87K $858K
IYH
Ishares Tr

ETFs
-3.73K
- 25.42%
$53.97 - $60.17 $201K - $225K
10.9K $618K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
-11.1K
- 20.14%
$45.13 - $56.88 $501K - $632K
44K $2.5M
CHKP
Check Point Software Technologies LTD

Technology
-1.01K
- 13.83%
$204.26 - $233.47 $207K - $236K
6.3K $1.39M
ALC
Alcon Inc

Healthcare
-1.88K
- 12.73%
$82.88 - $98.3 $156K - $185K
12.9K $1.14M
SYY
Sysco Corp

Consumer Defensive
-3.51K
- 43.01%
$68.0 - $75.91 $239K - $266K
4.65K $352K
GNRC
Generac Holdings Inc.

Industrials
-2.43K
- 43.66%
$101.92 - $143.21 $248K - $348K
3.14K $449K
IDV
Ishares Tr

ETFs
-10.9K
- 30.07%
$27.79 - $34.84 $302K - $379K
25.3K $872K
ACWI
Ishares Msci Acwi ETF

ETFs
-3.38K
- 22.21%
$103.59 - $128.6 $350K - $435K
11.8K $1.52M
SCHO
Schwab Short Term Us Treasury

ETFs
-10.2K
- 14.39%
$24.19 - $24.45 $246K - $249K
60.5K $1.48M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-8.93K
- 50.49%
$27.26 - $34.48 $243K - $308K
8.76K $301K
HPQ
Hp Inc

Technology
-7.78K
- 46.28%
$21.88 - $29.32 $170K - $228K
9.03K $220K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-1.71K
- 55.56%
$144.63 - $179.53 $248K - $308K
1.37K $225K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-3.93K
- 54.8%
$59.24 - $71.39 $233K - $280K
3.24K $230K
UTHR
United Therapeutics Corp

Healthcare
-704
- 36.92%
$276.47 - $328.4 $195K - $231K
1.2K $345K
CI
Cigna Corp

Healthcare
-750
- 19.13%
$301.89 - $340.04 $226K - $255K
3.17K $1.05M
DFAX
Dimensional ETF Tr
-10.9K
- 43.39%
$23.37 - $29.39 $255K - $321K
14.2K $418K
HUBS
Hubspot Inc

Technology
-400
- 34.1%
$487.07 - $672.24 $195K - $269K
773 $430K
CBRE
Cbre Group, Inc.

Real Estate
-2.05K
- 39.23%
$113.94 - $140.12 $234K - $287K
3.18K $444K
WELL
Welltower Inc.

Real Estate
-1.56K
- 22.48%
$136.49 - $155.22 $213K - $243K
5.39K $829K
KMB
Kimberly Clark Corp

Consumer Defensive
-987
- 12.04%
$126.84 - $145.22 $125K - $143K
7.21K $929K
HCA
Hca Healthcare, Inc.

Healthcare
-870
- 33.94%
$317.61 - $387.52 $276K - $337K
1.69K $648K
IVT
Inven Trust Properties Corp.

Real Estate
-5.47K
- 12.44%
$25.97 - $29.73 $142K - $163K
38.5K $1.05M
ABNB
Airbnb, Inc.

Consumer Cyclical
-2.41K
- 35.63%
$105.69 - $140.64 $255K - $339K
4.36K $576K
SQ
Block, Inc.

Technology
-4.02K
- 37.12%
N/A
6.8K $389K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1.9K
- 36.9%
$109.83 - $131.67 $208K - $250K
3.24K $411K
PLD
Prologis, Inc.

Real Estate
-1.23K
- 8.77%
$89.76 - $112.34 $111K - $138K
12.8K $1.35M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.49K
- 42.07%
$49.57 - $50.27 $223K - $226K
6.19K $311K
ECL
Ecolab Inc.

Basic Materials
-1.08K
- 24.41%
$225.65 - $270.95 $243K - $292K
3.34K $898K
VEEV
Veeva Systems Inc

Healthcare
-1.1K
- 61.1%
$209.39 - $289.94 $229K - $317K
697 $200K
TSN
Tyson Foods, Inc.

Consumer Defensive
-2.48K
- 25.51%
$54.33 - $63.56 $134K - $157K
7.23K $404K
AVB
Avalonbay Communities Inc

Real Estate
-834
- 24.81%
$187.23 - $215.61 $156K - $180K
2.53K $514K
IYC
Ishares U.S. Consumer Discreti

ETFs
-3.04K
- 35.28%
$79.19 - $99.64 $241K - $303K
5.58K $555K
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.97K
- 40.83%
$54.19 - $67.22 $215K - $267K
5.75K $386K
SWKS
Skyworks Solutions, Inc.

Technology
-3.56K
- 56.0%
$49.2 - $74.95 $175K - $267K
2.8K $208K
MKL
Markel Corp

Financial Services
-126
- 29.86%
$1678.5 - $1997.36 $211K - $252K
296 $591K
VGSH
Vanguard

ETFs
-3.4K
- 9.04%
$58.32 - $58.95 $198K - $200K
34.2K $2.01M
JKHY
Henry Jack & Associates Inc

Technology
-1.05K
- 35.62%
$163.54 - $186.02 $172K - $195K
1.9K $341K
AON
Aon PLC

Financial Services
-326
- 17.54%
$335.85 - $398.81 $109K - $130K
1.53K $546K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-5.78K
- 34.94%
$22.73 - $29.21 $131K - $169K
10.8K $289K
LNT
Alliant Energy Corp

Utilities
-2.61K
- 30.6%
$58.79 - $64.85 $153K - $169K
5.91K $357K
KR
Kroger CO

Consumer Defensive
-3.5K
- 23.3%
$64.62 - $74.0 $226K - $259K
11.5K $826K
BROS
Dutch Bros Inc.

Consumer Cyclical
-3.44K
- 49.98%
$51.37 - $73.72 $177K - $253K
3.44K $235K
SHW
Sherwin Williams CO

Basic Materials
-465
- 9.2%
$313.51 - $363.51 $146K - $169K
4.59K $1.58M
PFG
Principal Financial Group Inc

Financial Services
-1.85K
- 22.97%
$69.56 - $86.19 $129K - $159K
6.2K $492K
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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