Prime Capital Investment Advisors, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $7.33 Billion distributed in 973 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $363M, Ishares Core U.S. Aggregate Bo with a value of $317M, Schwab Strategic Tr Us Large C with a value of $271M, Ishares Core S&P Total U.S. St with a value of $212M, and Nvidia Corp with a value of $182M.

Examining the 13F form we can see an decrease of $925M in the current position value, from $8.26B to 7.33B.

Prime Capital Investment Advisors, LLC is based out at Overland Park, KS

Below you can find more details about Prime Capital Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $7.33 Billion
ETFs: $4.73 Billion
Technology: $907 Million
Financial Services: $343 Million
Consumer Cyclical: $273 Million
Industrials: $229 Million
Healthcare: $199 Million
Communication Services: $196 Million
Consumer Defensive: $175 Million
Other: $180 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 973
  • Current Value $7.33 Billion
  • Prior Value $8.26 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 55 stocks
  • Additional Purchases 134 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 729 stocks
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