Primoris Wealth Advisors, LLC Purchases and Sells in Q3 2024

Primoris Wealth Advisors, LLC

$139 Million
Q3 2024

Top Buys

Incresed Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLU	12.8K + 22.47%	$67.67 - $80.78 $863K - $1.03M	69.5K $5.61M
PM	9.45K + 69.93%	$101.25 - $127.45 $957K - $1.2M	23K $2.79M
GLD	2.1K + 14.88%	$215.56 - $246.98 $452K - $517K	16.2K $3.93M
BKN	43K + 78.9%	$11.92 - $13.07 $513K - $562K	97.5K $1.26M
MU	8K + 95.24%	$86.27 - $136.82 $690K - $1.09M	16.4K $1.7M
NEE	1K + 2.72%	$69.9 - $84.97 $69.9K - $85K	37.8K $3.19M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FENY	126K New	$23.09 - $25.75 $2.91M - $3.25M	126K $3.04M
FUTY	56.9K New	$43.67 - $51.82 $2.48M - $2.95M	56.9K $2.95M
BBN	98.8K New	$16.15 - $18.27 $1.59M - $1.8M	98.8K $1.76M
XLRE	37.6K New	$38.04 - $45.36 $1.43M - $1.71M	37.6K $1.68M
IDX	92K New	$15.87 - $19.06 $1.46M - $1.75M	92K $1.67M
FAF	24K New	$52.48 - $67.02 $1.26M - $1.61M	24K $1.58M

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BA	-6.88K - 49.61%	$152.04 - $190.6 $1.05M - $1.31M	6.99K $1.06M
AMZN	-5.8K - 20.08%	$161.02 - $200.0 $934K - $1.16M	23.1K $4.3M
NVDA	-8.52K - 19.41%	$98.91 - $134.91 $842K - $1.15M	35.4K $4.3M
LRCX	-10 - 0.28%	$731.56 - $1127.3 $7.32K - $11.3K	3.53K $2.88M
GOOGL	-3.7K - 56.19%	$148.65 - $191.18 $550K - $707K	2.89K $478K
FTEC	-4.23K - 13.22%	$152.9 - $180.39 $647K - $763K	27.8K $4.85M

Activity Summary All Purchases 35 New Holdings 12 Increased Positions 23 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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