Primoris Wealth Advisors, LLC Purchases and Sells in Q3 2025

Primoris Wealth Advisors, LLC

$148 Million
Q3 2025

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTEC	19K + 55.57%	$195.29 - $223.85 $3.71M - $4.25M	53.2K $11.8M
AXGN	127K + 811.21%	$10.77 - $17.84 $1.37M - $2.27M	143K $2.55M
DKNG	40.7K + 845.11%	$37.4 - $48.23 $1.52M - $1.96M	45.5K $1.7M
GOOG	100 + 0.67%	$175.16 - $255.24 $17.5K - $25.5K	14.9K $3.64M
VOO	724 + 6.01%	$567.77 - $614.76 $411K - $445K	12.8K $7.82M
NVDA	747 + 2.92%	$153.3 - $186.58 $115K - $139K	26.3K $4.91M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWM	22.8K New	$214.92 - $244.84 $4.89M - $5.57M	22.8K $5.51M
KRE	44.5K New	$58.82 - $66.17 $2.62M - $2.94M	44.5K $2.82M
MU	16K New	$104.88 - $168.89 $1.67M - $2.69M	16K $2.67M
HII	7.85K New	$246.31 - $287.91 $1.93M - $2.26M	7.85K $2.26M
KWEB	30.3K New	$33.63 - $42.59 $1.02M - $1.29M	30.3K $1.27M
PINK	20.8K New	$28.44 - $31.71 $591K - $659K	20.8K $658K

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLD	-12.7K - 89.96%	$300.96 - $355.47 $3.81M - $4.5M	1.41K $501K
GDX	-39.1K - 87.85%	$50.79 - $76.4 $1.98M - $2.98M	5.4K $412K
PM	-3.1K - 14.89%	$157.77 - $183.27 $489K - $568K	17.7K $2.87M
FUTY	-17.8K - 38.23%	$52.31 - $56.47 $929K - $1M	28.7K $1.62M
CRWD	-856 - 8.93%	$412.46 - $514.1 $353K - $440K	8.73K $4.28M
META	-385 - 4.71%	$695.21 - $791.73 $268K - $305K	7.78K $5.72M

Activity Summary All Purchases 46 New Holdings 17 Increased Positions 29 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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