Primoris Wealth Advisors, LLC Incresed Positions in Q3 2025

Primoris Wealth Advisors, LLC

  • $148 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
19K
+ 55.57%
$195.29 - $223.85 $3.71M - $4.25M
53.2K $11.8M
AXGN
Axogen, Inc.

Healthcare
127K
+ 811.21%
$10.77 - $17.84 $1.37M - $2.27M
143K $2.55M
DKNG
Draft Kings Inc.

Consumer Cyclical
40.7K
+ 845.11%
$37.4 - $48.23 $1.52M - $1.96M
45.5K $1.7M
GOOG
Alphabet Inc.

Communication Services
100
+ 0.67%
$175.16 - $255.24 $17.5K - $25.5K
14.9K $3.64M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
724
+ 6.01%
$567.77 - $614.76 $411K - $445K
12.8K $7.82M
NVDA
Nvidia Corp

Technology
747
+ 2.92%
$153.3 - $186.58 $115K - $139K
26.3K $4.91M
VUG
Vanguard Growth ETF

ETFs
928
+ 12.48%
$433.97 - $484.08 $403K - $449K
8.36K $4.01M
GOOGL
Alphabet Inc.

Communication Services
1.63K
+ 53.77%
$174.36 - $254.72 $284K - $414K
4.65K $1.13M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
4.73K
+ 111.83%
$72.91 - $77.23 $344K - $365K
8.95K $683K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
300
+ 4.35%
$284.45 - $324.95 $85.3K - $97.5K
7.2K $2.3M
MSFT
Microsoft Corp

Technology
4
+ 0.06%
$491.09 - $535.64 $1.96K - $2.14K
6.73K $3.48M
SO
Southern CO

Utilities
650
+ 3.76%
$90.83 - $96.0 $59K - $62.4K
17.9K $1.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
153
+ 14.6%
$459.11 - $506.91 $70.2K - $77.6K
1.2K $603K
HD
Home Depot, Inc.

Consumer Cyclical
15
+ 0.94%
$357.4 - $423.42 $5.36K - $6.35K
1.61K $652K
QQQ
Invesco Qqq Trust, Series 1

ETFs
56
+ 7.91%
$546.99 - $602.2 $30.6K - $33.7K
764 $458K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
703
+ 1.66%
$21.69 - $23.34 $15.2K - $16.4K
43K $1M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1K
+ 2.57%
$37.14 - $37.85 $37.1K - $37.9K
40K $1.51M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
150
+ 2.01%
$77.92 - $81.94 $11.7K - $12.3K
7.63K $625K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
14
+ 0.54%
$110.74 - $122.12 $1.55K - $1.71K
2.63K $318K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1
+ 0.05%
$97.75 - $100.75 $97.8 - $101
2.07K $207K
Series Portfolios Tr
28K
+ 118.94%
N/A
51.5K $0
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
4
+ 0.02%
$8.88 - $9.09 $35.5 - $36.4
16.1K $144K
LLY
Eli Lilly & CO

Healthcare
3
+ 1.15%
$625.65 - $812.69 $1.88K - $2.44K
264 $201K
WM
Waste Management Inc

Industrials
15
+ 0.62%
$213.88 - $237.1 $3.21K - $3.56K
2.43K $536K
IBM
International Business Machines Corp

Technology
8
+ 0.56%
$234.77 - $292.47 $1.88K - $2.34K
1.45K $407K
V
Visa Inc.

Financial Services
35
+ 1.38%
$332.09 - $358.86 $11.6K - $12.6K
2.58K $880K
HON
Honeywell International Inc

Industrials
21
+ 0.95%
$207.7 - $240.4 $4.36K - $5.05K
2.23K $470K
NOW
Service Now, Inc.

Technology
10
+ 1.0%
$850.86 - $1044.69 $8.51K - $10.4K
1.01K $928K
Activity Summary
Buys All Purchases 46 New Holdings 17 Increased Positions 29 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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