Primoris Wealth Advisors, LLC Sells in Q1 2025

Primoris Wealth Advisors, LLC

  • $119 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-23.3K
- 43.41%
$161.27 - $192.3 $3.75M - $4.47M
30.3K $4.89M
LMT
Lockheed Martin Corp

Industrials
-7.59K
- 94.14%
$423.19 - $506.29 $3.21M - $3.84M
473 $211K
XLU
Utilities Sector Spdr

ETFs
-33.7K
- 67.8%
$74.7 - $80.27 $2.52M - $2.7M
16K $1.26M
AMD
Advanced Micro Devices Inc

Technology
-16.3K
- 49.13%
$96.63 - $129.55 $1.58M - $2.11M
16.9K $1.74M
NVDA
Nvidia Corp

Technology
-8.99K
- 27.43%
$106.98 - $149.43 $961K - $1.34M
23.8K $2.58M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-18.1K
- 66.81%
$67.43 - $75.54 $1.22M - $1.37M
9K $616K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-27.3K
- 55.29%
$48.13 - $51.78 $1.31M - $1.41M
22.1K $1.12M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-486
- 2.23%
$254.58 - $302.92 $124K - $147K
21.3K $5.44M
PLTR
Palantir Technologies Inc.

Technology
-14.1K
- 30.18%
$64.98 - $124.62 $913K - $1.75M
32.5K $2.74M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-750
- 50.0%
$408.78 - $448.82 $307K - $337K
750 $314K
INSE
Inspired Entertainment, Inc.

Consumer Cyclical
-27.5K
- 25.23%
$8.03 - $11.5 $221K - $316K
81.5K $696K
NOW
Service Now, Inc.

Technology
-14
- 1.4%
$783.83 - $1170.39 $11K - $16.4K
985 $784K
THC
Tenet Healthcare Corp

Healthcare
-2.13K
- 36.75%
$119.51 - $144.98 $254K - $308K
3.66K $492K
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.84K
- 10.85%
$30.73 - $32.26 $149K - $156K
39.7K $1.22M
NEE
Nextera Energy Inc

Utilities
-1.65K
- 4.49%
$66.96 - $76.16 $110K - $126K
35.1K $2.49M
BA
Boeing CO

Industrials
-550
- 8.54%
$148.15 - $186.25 $81.5K - $102K
5.89K $1.01M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-6.56K
- 28.87%
$23.43 - $25.55 $154K - $168K
16.2K $413K
MCD
Mcdonalds Corp

Consumer Cyclical
-387
- 19.34%
$279.74 - $321.29 $108K - $124K
1.61K $504K
CLX
Clorox CO

Consumer Defensive
-24
- 0.54%
$141.76 - $162.89 $3.4K - $3.91K
4.38K $645K
PM
Philip Morris International Inc.

Consumer Defensive
-5.25K
- 26.36%
$117.15 - $158.79 $615K - $834K
14.7K $2.33M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-5.39K
- 25.12%
$8.46 - $9.3 $45.6K - $50.1K
16.1K $135K
GIS
General Mills Inc

Consumer Defensive
-200
- 1.53%
$57.56 - $65.3 $11.5K - $13.1K
12.8K $767K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-124
- 2.68%
$102.49 - $119.96 $12.7K - $14.9K
4.5K $470K
DKNG
Draft Kings Inc.

Consumer Cyclical
-220
- 2.45%
$33.21 - $53.49 $7.31K - $11.8K
8.76K $290K
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.18%
$347.25 - $424.87 $1.04K - $1.27K
1.65K $605K
XLV
Select Sector Spdr Fund Health

ETFs
-395
- 14.16%
$137.61 - $149.68 $54.4K - $59.1K
2.4K $349K
SRLN
Ssga Active Trust

ETFs
-398
- 2.75%
$41.02 - $41.99 $16.3K - $16.7K
14.1K $579K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-3.46K
- 5.49%
$10.1 - $10.61 $34.9K - $36.7K
59.5K $610K
USA
Liberty All Star Equity Fund

Financial Services
-1.43K
- 7.17%
$6.41 - $7.32 $9.17K - $10.5K
18.5K $121K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-4.02K
- 3.95%
$16.06 - $16.99 $64.5K - $68.2K
97.7K $1.63M
XLP
Consumer Staples Sector Spdr

ETFs
-120
- 0.45%
N/A
26.7K $2.03M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-1.5K
- 2.91%
$11.57 - $12.07 $17.4K - $18.1K
50K $585K
BME
Black Rock Health Sciences Trust

Financial Services
-199
- 3.35%
$37.49 - $41.0 $7.46K - $8.16K
5.74K $221K
THW
Tekla World Healthcare Fund

Financial Services
-720
- 3.53%
$11.09 - $12.2 $7.98K - $8.78K
19.7K $226K
IHF
Ishares Tr

ETFs
-250
- 4.55%
$47.84 - $53.21 $12K - $13.3K
5.25K $277K
POWW
Ammo, Inc.

Industrials
-11.3K
- 8.43%
$1.17 - $1.88 $13.2K - $21.2K
122K $168K
DE
Deere & CO

Industrials
-2
- 0.26%
$408.57 - $509.27 $817 - $1.02K
761 $357K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.51K
- 1.06%
$44.41 - $45.98 $66.9K - $69.2K
141K $6.44M
WM
Waste Management Inc

Industrials
-34
- 1.27%
$200.54 - $233.78 $6.82K - $7.95K
2.64K $610K
JNJ
Johnson & Johnson

Healthcare
-541
- 4.45%
$142.06 - $167.7 $76.9K - $90.7K
11.6K $1.93M
Activity Summary
Buys All Purchases 38 New Holdings 13 Increased Positions 25 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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