Primoris Wealth Advisors, LLC Reduced Holdings in Q2 2025

Primoris Wealth Advisors, LLC

  • $135 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-53.3K
- 95.32%
$82.32 - $112.47 $4.38M - $5.99M
2.62K $294K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-14.4K
- 67.6%
$224.16 - $285.86 $3.23M - $4.12M
6.9K $1.97M
SNOW
Snowflake Inc.

Technology
-7.91K
- 79.95%
$130.53 - $223.77 $1.03M - $1.77M
1.98K $443K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-13.4K
- 24.81%
$62.73 - $78.42 $841K - $1.05M
40.6K $3.15M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-13.8K
- 9.78%
$44.68 - $45.96 $616K - $634K
127K $5.82M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-19.5K
- 19.95%
$15.44 - $16.72 $301K - $326K
78.2K $1.26M
CLX
Clorox CO

Consumer Defensive
-1.7K
- 38.87%
$118.01 - $148.69 $201K - $253K
2.68K $321K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.77K
- 57.25%
$96.84 - $99.46 $268K - $276K
2.07K $205K
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
-17K
- 16.11%
$10.45 - $11.57 $178K - $197K
88.5K $966K
XLP
Consumer Staples Sector Spdr

ETFs
-1.65K
- 6.17%
N/A
25K $1.9M
SO
Southern CO

Utilities
-1.2K
- 6.49%
$84.91 - $92.56 $102K - $111K
17.3K $1.59M
POWW
Ammo, Inc.

Industrials
-73.3K
- 59.96%
$1.25 - $2.09 $91.6K - $153K
49K $62K
THW
Tekla World Healthcare Fund

Financial Services
-7.22K
- 36.75%
$10.05 - $11.31 $72.6K - $81.7K
12.4K $127K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-250
- 33.33%
$376.48 - $440.65 $94.1K - $110K
500 $220K
DKNG
Draft Kings Inc.

Consumer Cyclical
-3.95K
- 45.09%
$31.67 - $42.89 $125K - $169K
4.81K $206K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-4.9K
- 9.8%
$10.66 - $11.83 $52.2K - $58K
45.1K $501K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-5K
- 7.6%
$11.34 - $12.35 $56.7K - $61.8K
60.8K $724K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.93K
- 4.84%
$29.0 - $30.68 $55.8K - $59.1K
37.8K $1.16M
WM
Waste Management Inc

Industrials
-225
- 8.53%
$216.47 - $242.1 $48.7K - $54.5K
2.41K $552K
XLU
Utilities Sector Spdr

ETFs
-1.12K
- 6.98%
$73.09 - $82.77 $81.6K - $92.5K
14.9K $1.22M
XLV
Select Sector Spdr Fund Health

ETFs
-89
- 3.72%
$128.77 - $144.3 $11.5K - $12.8K
2.31K $310K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-1.53K
- 16.94%
$60.99 - $77.53 $93K - $118K
7.48K $579K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-2.5K
- 4.2%
$9.43 - $10.29 $23.6K - $25.7K
57K $574K
HD
Home Depot, Inc.

Consumer Cyclical
-57
- 3.45%
$335.24 - $380.78 $19.1K - $21.7K
1.6K $584K
USA
Liberty All Star Equity Fund

Financial Services
-3.47K
- 18.73%
$5.9 - $6.81 $20.5K - $23.6K
15.1K $102K
FDVV
Fidelity High Dividend ETF

ETFs
-2.18K
- 5.53%
$43.6 - $52.02 $95K - $113K
37.2K $1.94M
GFI
Gold Fields LTD

Basic Materials
-2.09K
- 10.16%
$19.94 - $25.71 $41.7K - $53.8K
18.5K $438K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-1.15K
- 7.13%
$22.63 - $26.95 $26.1K - $31.1K
15K $404K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-300
- 4.29%
$54.27 - $63.01 $16.3K - $18.9K
6.69K $418K
Amplify ETF Tr
-999
- 1.92%
N/A
51K $0
Ishares Bitcoin Trust ETF
-1.45K
- 27.77%
N/A
3.77K $0
Spinnaker ETF Series
-13.8K
- 16.71%
N/A
68.9K $0
LMT
Lockheed Martin Corp

Industrials
-17
- 3.59%
$430.82 - $486.45 $7.32K - $8.27K
456 $211K
DE
Deere & CO

Industrials
-55
- 7.23%
$412.99 - $531.48 $22.7K - $29.2K
706 $358K
GOOG
Alphabet Inc.

Communication Services
-1.97K
- 11.73%
$146.58 - $180.01 $289K - $355K
14.8K $2.63M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-180
- 3.17%
$39.89 - $49.46 $7.18K - $8.9K
5.5K $272K
BA
Boeing CO

Industrials
-960
- 16.29%
$136.59 - $217.51 $131K - $209K
4.93K $1.03M
THC
Tenet Healthcare Corp

Healthcare
-544
- 14.87%
$110.41 - $176.0 $60.1K - $95.7K
3.12K $548K
WMT
Walmart Inc.

Consumer Defensive
-100
- 0.95%
$81.79 - $99.98 $8.18K - $10K
10.4K $1.02M
AMZN
Amazon Com Inc

Consumer Cyclical
-919
- 3.87%
$167.32 - $223.3 $154K - $205K
22.9K $5.01M
CRWD
Crowd Strike Holdings, Inc.

Technology
-2.24K
- 18.95%
$321.63 - $509.31 $721K - $1.14M
9.58K $4.88M
PLTR
Palantir Technologies Inc.

Technology
-4.7K
- 14.46%
$74.01 - $144.25 $348K - $678K
27.8K $3.79M
META
Meta Platforms, Inc.

Communication Services
-85
- 1.03%
$484.66 - $738.09 $41.2K - $62.7K
8.17K $6.03M
Activity Summary
Buys All Purchases 41 New Holdings 14 Increased Positions 27 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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