Prime Capital Investment Advisors, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $6.63 Billion distributed in 933 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 $350M, Schwab Strategic Tr Us Large C with a value of $255M, Ishares Core S&P Total U.S. St with a value of $189M, Spdr S&P 500 ETF Trust with a value of $189M, and Ishares U.S. Treasury Bond ETF with a value of $177M.

Examining the 13F form we can see an decrease of $501M in the current position value, from $7.13B to 6.63B.

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 $6.63 Billion
ETFs: $4.25 Billion
Technology: $742 Million
Healthcare: $290 Million
Consumer Cyclical: $253 Million
Financial Services: $250 Million
Industrials: $200 Million
Consumer Defensive: $172 Million
Communication Services: $164 Million
Other: $203 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 933
  • Current Value $6.63 Billion
  • Prior Value $7.13 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 36 stocks
  • Additional Purchases 150 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 701 stocks
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