Primoris Wealth Advisors, LLC Sells in Q4 2024

Primoris Wealth Advisors, LLC

  • $128 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-14.5K
- 89.41%
$236.59 - $257.5 $3.42M - $3.72M
1.71K $414K
XLU
Utilities Sector Spdr

ETFs
-19.8K
- 28.52%
$74.89 - $82.93 $1.48M - $1.64M
49.7K $3.76M
MU
Micron Technology Inc

Technology
-13.3K
- 81.04%
$84.16 - $113.41 $1.12M - $1.51M
3.11K $261K
THC
Tenet Healthcare Corp

Healthcare
-5.22K
- 47.41%
$125.42 - $168.52 $654K - $879K
5.79K $730K
XLV
Select Sector Spdr Fund Health

ETFs
-6.77K
- 70.82%
$136.28 - $154.74 $923K - $1.05M
2.79K $383K
LMT
Lockheed Martin Corp

Industrials
-462
- 5.42%
$479.66 - $614.62 $222K - $284K
8.07K $3.92M
NEE
Nextera Energy Inc

Utilities
-1.05K
- 2.78%
$69.77 - $85.43 $73.3K - $89.7K
36.7K $2.63M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-7.5K
- 13.19%
$48.17 - $53.38 $361K - $400K
49.4K $2.41M
PM
Philip Morris International Inc.

Consumer Defensive
-3.05K
- 13.28%
$118.38 - $133.06 $361K - $406K
19.9K $2.4M
JNJ
Johnson & Johnson

Healthcare
-676
- 5.27%
$143.34 - $165.86 $96.9K - $112K
12.2K $1.76M
GIS
General Mills Inc

Consumer Defensive
-7
- 0.05%
$62.78 - $74.62 $439 - $522
13K $830K
DKNG
Draft Kings Inc.

Consumer Cyclical
-2.79K
- 23.67%
$35.32 - $44.84 $98.4K - $125K
8.98K $334K
THW
Tekla World Healthcare Fund

Financial Services
-6.01K
- 22.77%
$10.96 - $13.33 $65.8K - $80.1K
20.4K $224K
POWW
Ammo, Inc.

Industrials
-47.3K
- 26.16%
$0.98 - $1.36 $46.4K - $64.3K
134K $146K
MCD
Mcdonalds Corp

Consumer Cyclical
-250
- 11.11%
$288.47 - $316.54 $72.1K - $79.1K
2K $580K
GFI
Gold Fields LTD

Basic Materials
-3.45K
- 14.34%
$13.16 - $18.91 $45.4K - $65.2K
20.6K $271K
PFF
Ishares Trust Ishares Pfd And

ETFs
-150
- 0.34%
$31.23 - $33.51 $4.68K - $5.03K
44.6K $1.4M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-1.48K
- 4.46%
$60.19 - $64.39 $89.1K - $95.3K
31.7K $1.95M
BME
Black Rock Health Sciences Trust

Financial Services
-923
- 13.45%
$36.92 - $42.26 $34.1K - $39K
5.94K $225K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-478
- 2.06%
$23.17 - $26.26 $11.1K - $12.6K
22.7K $546K
MSFT
Microsoft Corp

Technology
-2
- 0.03%
$406.35 - $454.46 $813 - $909
6.46K $2.72M
XLP
Consumer Staples Sector Spdr

ETFs
-707
- 2.57%
N/A
26.8K $2.04M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-87
- 9.49%
$442.29 - $483.08 $38.5K - $42K
830 $376K
PG
Procter & Gamble CO

Consumer Defensive
-101
- 6.77%
$161.05 - $179.7 $16.3K - $18.1K
1.39K $233K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-250
- 3.45%
$57.38 - $61.11 $14.3K - $15.3K
6.99K $407K
CLX
Clorox CO

Consumer Defensive
-100
- 2.22%
$156.51 - $169.74 $15.7K - $17K
4.41K $715K
USA
Liberty All Star Equity Fund

Financial Services
-2K
- 9.11%
$6.82 - $7.46 $13.6K - $14.9K
20K $138K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5
- 0.04%
$61.68 - $67.87 $308 - $339
11.7K $728K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-100
- 3.13%
$89.97 - $98.59 $9K - $9.86K
3.1K $294K
AXGN
Axogen, Inc.

Healthcare
-350
- 2.37%
$12.47 - $17.19 $4.36K - $6.02K
14.4K $237K
BA
Boeing CO

Industrials
-544
- 7.79%
$138.14 - $180.72 $75.1K - $98.3K
6.44K $1.14M
WMT
Walmart Inc.

Consumer Defensive
-275
- 2.56%
$79.1 - $95.7 $21.8K - $26.3K
10.4K $944K
NVDA
Nvidia Corp

Technology
-2.62K
- 7.39%
$117.0 - $148.88 $306K - $389K
32.8K $4.4M
GOOG
Alphabet Inc.

Communication Services
-1.15K
- 6.43%
$163.08 - $198.16 $188K - $228K
16.7K $3.19M
AAPL
Apple Inc.

Technology
-109
- 0.49%
$221.69 - $259.02 $24.2K - $28.2K
22K $5.5M
PLTR
Palantir Technologies Inc.

Technology
-2.2K
- 4.51%
$36.46 - $82.38 $80.2K - $181K
46.6K $3.52M
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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