Primoris Wealth Advisors, LLC Purchases and Sells in Q1 2025

Primoris Wealth Advisors, LLC

$119 Million
Q1 2025

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMO	52.8K + 1702.29%	$91.76 - $103.26 $4.84M - $5.45M	55.9K $5.17M
CRWD	5.49K + 86.78%	$308.86 - $455.36 $1.7M - $2.5M	11.8K $4.17M
VOO	1.51K + 15.38%	$507.05 - $563.67 $765K - $851K	11.3K $5.82M
SLV	4.32K + 29.43%	$26.93 - $31.32 $116K - $135K	19K $588K
GLD	199 + 11.62%	$243.19 - $288.14 $48.4K - $57.3K	1.91K $550K
BKN	6.5K + 6.57%	$11.05 - $11.79 $71.8K - $76.6K	106K $1.21M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGK	54K New	$63.07 - $73.5 $3.41M - $3.97M	54K $3.79M
ROBO	53.7K New	$51.5 - $60.89 $2.77M - $3.27M	53.7K $2.77M
EWG	49K New	$31.57 - $39.31 $1.55M - $1.93M	49K $1.82M
SNOW	9.89K New	$146.16 - $192.78 $1.45M - $1.91M	9.89K $1.45M
ARGT	7.21K New	$78.45 - $89.29 $565K - $643K	7.21K $582K
AGG	4.84K New	$95.85 - $99.25 $464K - $480K	4.84K $478K

Top Sells

Reduced Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTEC	-23.3K - 43.41%	$161.27 - $192.3 $3.75M - $4.47M	30.3K $4.89M
LMT	-7.59K - 94.14%	$423.19 - $506.29 $3.21M - $3.84M	473 $211K
XLU	-33.7K - 67.8%	$74.7 - $80.27 $2.52M - $2.7M	16K $1.26M
AMD	-16.3K - 49.13%	$96.63 - $129.55 $1.58M - $2.11M	16.9K $1.74M
NVDA	-8.99K - 27.43%	$106.98 - $149.43 $961K - $1.34M	23.8K $2.58M
FIDU	-18.1K - 66.81%	$67.43 - $75.54 $1.22M - $1.37M	9K $616K

Activity Summary All Purchases 38 New Holdings 13 Increased Positions 25 All Sells 41 Reductions 41 Sold out 0 Calls 0 Puts 0

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