Primoris Wealth Advisors, LLC Incresed Positions in Q4 2024

Primoris Wealth Advisors, LLC

  • $128 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
25.8K
+ 92.8%
$170.03 - $192.78 $4.38M - $4.97M
53.6K $9.9M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
16.2K
+ 287.96%
$278.19 - $315.36 $4.5M - $5.1M
21.8K $6.27M
AMD
Advanced Micro Devices Inc

Technology
31.3K
+ 1650.4%
$118.88 - $172.8 $3.72M - $5.41M
33.2K $4.01M
AMZN
Amazon Com Inc

Consumer Cyclical
388
+ 1.68%
$180.88 - $232.93 $70.2K - $90.4K
23.5K $5.15M
META
Meta Platforms, Inc.

Communication Services
1.18K
+ 16.72%
$554.08 - $632.68 $655K - $748K
8.25K $4.87M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
22.6K
+ 156.6%
$36.54 - $37.53 $824K - $846K
37K $1.36M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.03K
+ 11.67%
$521.84 - $558.82 $535K - $573K
9.81K $5.29M
VUG
Vanguard Growth ETF

ETFs
725
+ 27.05%
$378.79 - $428.11 $275K - $310K
3.41K $1.4M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.91K
+ 14.3%
$46.48 - $51.32 $228K - $252K
39.2K $1.89M
GOOGL
Alphabet Inc.

Communication Services
1.05K
+ 36.4%
$161.86 - $196.66 $170K - $206K
3.94K $744K
HON
Honeywell International Inc

Industrials
1
+ 0.05%
$202.84 - $236.0 $203 - $236
2.21K $499K
SRLN
Ssga Active Trust

ETFs
305
+ 2.15%
$41.48 - $42.08 $12.7K - $12.8K
14.5K $604K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
3
+ 0.01%
$9.1 - $9.51 $27.3 - $28.5
21.5K $199K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5
+ 0.11%
$113.92 - $127.38 $570 - $637
4.62K $532K
FDVV
Fidelity High Dividend ETF

ETFs
217
+ 0.55%
$49.66 - $52.63 $10.8K - $11.4K
39.4K $1.97M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1K
+ 1.54%
$12.12 - $13.1 $12.1K - $13.1K
65.8K $800K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
500
+ 0.8%
$9.94 - $11.39 $4.97K - $5.7K
63K $631K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.3K
+ 100.0%
$18.41 - $40.87 $373K - $829K
40.6K $750K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
3K
+ 3.04%
$15.84 - $17.86 $47.5K - $53.6K
102K $1.64M
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
1.5K
+ 1.54%
$11.07 - $13.15 $16.6K - $19.7K
99K $1.1M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
815
+ 0.58%
$44.87 - $46.86 $36.6K - $38.2K
142K $6.39M
Activity Summary
Buys All Purchases 32 New Holdings 10 Increased Positions 22 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 1 Puts 0
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