Primoris Wealth Advisors, LLC Sells in Q3 2025

Primoris Wealth Advisors, LLC

  • $148 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-12.7K
- 89.96%
$300.96 - $355.47 $3.81M - $4.5M
1.41K $501K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-39.1K
- 87.85%
$50.79 - $76.4 $1.98M - $2.98M
5.4K $412K
PM
Philip Morris International Inc.

Consumer Defensive
-3.1K
- 14.89%
$157.77 - $183.27 $489K - $568K
17.7K $2.87M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-17.8K
- 38.23%
$52.31 - $56.47 $929K - $1M
28.7K $1.62M
CRWD
Crowd Strike Holdings, Inc.

Technology
-856
- 8.93%
$412.46 - $514.1 $353K - $440K
8.73K $4.28M
META
Meta Platforms, Inc.

Communication Services
-385
- 4.71%
$695.21 - $791.73 $268K - $305K
7.78K $5.72M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-9.5K
- 59.28%
$32.29 - $38.12 $307K - $362K
6.53K $248K
BA
Boeing CO

Industrials
-1.24K
- 25.18%
$209.79 - $237.38 $261K - $295K
3.69K $796K
AMZN
Amazon Com Inc

Consumer Cyclical
-985
- 4.31%
$211.65 - $238.24 $208K - $235K
21.9K $4.8M
SLV
I Shares Silver Trust

ETFs
-21.5K
- 27.62%
$32.73 - $42.5 $704K - $914K
56.3K $2.39M
XLP
Consumer Staples Sector Spdr

ETFs
-1.22K
- 4.89%
N/A
23.8K $1.81M
XLU
Utilities Sector Spdr

ETFs
-1.96K
- 13.14%
$81.14 - $87.32 $159K - $171K
12.9K $1.13M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-500
- 7.48%
$59.29 - $62.87 $29.6K - $31.4K
6.19K $371K
SNOW
Snowflake Inc.

Technology
-221
- 11.14%
$191.73 - $241.0 $42.4K - $53.3K
1.76K $397K
DE
Deere & CO

Industrials
-15
- 2.12%
$457.26 - $524.37 $6.86K - $7.87K
691 $315K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-418
- 2.78%
$24.0 - $27.1 $10K - $11.3K
14.6K $362K
POWW
Ammo, Inc.

Industrials
-29.2K
- 59.55%
$1.09 - $1.6 $31.8K - $46.6K
19.8K $29K
IHF
Ishares Tr

ETFs
-750
- 14.29%
$40.81 - $49.43 $30.6K - $37.1K
4.5K $222K
GIS
General Mills Inc

Consumer Defensive
-260
- 2.03%
$48.44 - $53.83 $12.6K - $14K
12.6K $633K
XLV
Select Sector Spdr Fund Health

ETFs
-286
- 12.4%
$129.01 - $139.72 $36.9K - $40K
2.02K $281K
SRLN
Ssga Active Trust

ETFs
-497
- 3.53%
$41.28 - $41.65 $20.5K - $20.7K
13.6K $565K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-1.25K
- 11.9%
$23.27 - $25.46 $29.1K - $31.8K
9.25K $228K
USA
Liberty All Star Equity Fund

Financial Services
-1.56K
- 10.36%
$6.34 - $6.94 $9.89K - $10.8K
13.5K $85K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-2.5K
- 4.38%
$9.6 - $10.5 $24K - $26.3K
54.5K $566K
Lam Research Corp
-2.25K
- 6.37%
N/A
33.1K $0
Amplify ETF Tr
-30.5K
- 59.85%
N/A
20.5K $0
Spinnaker ETF Series
-59.9K
- 86.96%
N/A
8.99K $0
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-2K
- 2.56%
$15.6 - $16.63 $31.2K - $33.3K
76.2K $1.27M
PFF
Ishares Trust Ishares Pfd And

ETFs
-925
- 2.45%
$30.67 - $32.13 $28.4K - $29.7K
36.9K $1.17M
THW
Tekla World Healthcare Fund

Financial Services
-1.48K
- 11.86%
$10.16 - $12.6 $15K - $18.6K
11K $138K
DVY
Ishares Tr

ETFs
-25
- 0.82%
$133.88 - $142.57 $3.35K - $3.56K
3.03K $429K
WMT
Walmart Inc.

Consumer Defensive
-224
- 2.15%
$94.4 - $104.27 $21.1K - $23.4K
10.2K $1.05M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-10
- 0.08%
$62.09 - $66.51 $621 - $665
12.4K $810K
THC
Tenet Healthcare Corp

Healthcare
-88
- 2.83%
$148.38 - $203.04 $13.1K - $17.9K
3.03K $614K
TJX
Tjx Companies Inc

Consumer Cyclical
-74
- 1.82%
$121.35 - $144.54 $8.98K - $10.7K
4K $578K
FDVV
Fidelity High Dividend ETF

ETFs
-1.11K
- 2.97%
$52.42 - $55.71 $57.9K - $61.6K
36.1K $2.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
-15
- 0.6%
$617.65 - $666.84 $9.26K - $10K
2.51K $1.67M
NEE
Nextera Energy Inc

Utilities
-367
- 1.03%
$69.77 - $77.54 $25.6K - $28.5K
35.2K $2.66M
JNJ
Johnson & Johnson

Healthcare
-750
- 6.46%
$155.17 - $185.42 $116K - $139K
10.9K $2.02M
AMD
Advanced Micro Devices Inc

Technology
-1.15K
- 4.96%
$134.8 - $184.42 $155K - $212K
22.1K $3.57M
AAPL
Apple Inc.

Technology
-337
- 1.51%
$202.38 - $256.87 $68.2K - $86.6K
22K $5.6M
PLTR
Palantir Technologies Inc.

Technology
-100
- 0.36%
$130.68 - $186.97 $13.1K - $18.7K
27.7K $5.05M
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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