Primoris Wealth Advisors, LLC Portfolio Holdings

Primoris Wealth Advisors, LLC

  • $135 Million
  • Q2 2025

Primoris Wealth Advisors, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $135 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $6.84M, Fidelity Covington Tr Msci Inf with a value of $6.74M, Meta Platforms, Inc. with a value of $6.03M, Fidelity Merrimack Str Tr Tota with a value of $5.82M, and Amazon Com Inc with a value of $5.01M.

Examining the 13F form we can see an increase of $15.8M in the current position value, from $119M to 135M.

Below you can find more details about Primoris Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Million
ETFs: $69.2 Million
Technology: $26.5 Million
Communication Services: $9.39 Million
Consumer Cyclical: $6.7 Million
Financial Services: $6.22 Million
Consumer Defensive: $5.79 Million
Utilities: $4.27 Million
Industrials: $2.73 Million
Other: $3.82 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.75T
$6.03 Million 4.47% of portfolio
8,168
Q2 2025 Reduced 1.03%
$2.36T
$5.01 Million 3.72% of portfolio
22,857
Q2 2025 Reduced 3.87%
$95.7B
$4.88 Million 3.62% of portfolio
9,584
Q2 2025 Reduced 18.95%
$3.84T
$4.58 Million 3.4% of portfolio
22,323
Q2 2025 Added 0.89%
$424B
$4.04 Million 3.0% of portfolio
25,576
Q2 2025 Added 7.58%
$331B
$3.79 Million 2.81% of portfolio
27,800
Q2 2025 Reduced 14.46%
$258B
$3.79 Million 2.81% of portfolio
20,813
Q2 2025 Added 41.94%
$3.8T
$3.34 Million 2.48% of portfolio
6,723
Q2 2025 Added 2.92%
$257B
$3.29 Million 2.44% of portfolio
23,211
Q2 2025 Added 37.42%
$1.52T
$2.63 Million 1.95% of portfolio
14,830
Q2 2025 Reduced 11.73%
$138B
$2.47 Million 1.83% of portfolio
35,573
Q2 2025 Added 1.42%
$463B
$1.77 Million 1.32% of portfolio
11,618
Q1 2025 Reduced 4.45%
$99.8B
$1.59 Million 1.18% of portfolio
17,294
Q2 2025 Reduced 6.49%
$0
$1.26 Million 0.94% of portfolio
78,233
Q2 2025 Reduced 19.95%
$128B
$1.03 Million 0.77% of portfolio
4,933
Q2 2025 Reduced 16.29%
$192B
$1.03 Million 0.76% of portfolio
999
Q2 2025 Added 1.42%
$0
$966,000 0.72% of portfolio
88,500
Q2 2025 Reduced 16.11%
$566B
$902,000 0.67% of portfolio
2,543
Q2 2025 Added 0.51%
$0
$724,000 0.54% of portfolio
60,755
Q2 2025 Reduced 7.6%
$29.2B
$664,000 0.49% of portfolio
12,831
Q1 2025 Reduced 1.53%
$427B
$584,000 0.43% of portfolio
1,595
Q2 2025 Reduced 3.45%
$0
$574,000 0.43% of portfolio
57,040
Q2 2025 Reduced 4.2%
$19.8B
$548,000 0.41% of portfolio
3,115
Q2 2025 Reduced 14.87%
$88.5B
$552,000 0.41% of portfolio
2,414
Q2 2025 Reduced 8.53%
$1.5T
$532,000 0.39% of portfolio
3,024
Q2 2025 Added 5.99%
$644B
$509,000 0.38% of portfolio
1,048
Q2 2025 Added 18.28%
$142B
$515,000 0.38% of portfolio
2,213
Q4 2024 Added 0.05%
$163B
$503,000 0.37% of portfolio
4,074
Q2 2025 Added 1.85%
$0
$501,000 0.37% of portfolio
45,100
Q2 2025 Reduced 9.8%
$33.8B
$438,000 0.33% of portfolio
18,507
Q2 2025 Reduced 10.16%
$69.7B
$443,000 0.33% of portfolio
1,983
Q2 2025 Reduced 79.95%
$232B
$423,000 0.31% of portfolio
1,437
Q2 2024 Reduced 3.36%
$54.1B
$407,000 0.3% of portfolio
22,500
Q4 2023 New
$0
$404,000 0.3% of portfolio
15,019
Q2 2025 Reduced 7.13%
$224B
$388,000 0.29% of portfolio
1,329
Q2 2025 Reduced 17.66%
$142B
$358,000 0.27% of portfolio
706
Q2 2025 Reduced 7.23%
$15.5B
$321,000 0.24% of portfolio
2,680
Q2 2025 Reduced 38.87%
$267B
$328,000 0.24% of portfolio
2,335
Q1 2025 Added 1.3%
$3.08B
$303,000 0.22% of portfolio
750
Q4 2024 New
$11.9B
$282,000 0.21% of portfolio
8,500
Q2 2025 New
$86.6B
$256,000 0.19% of portfolio
1,204
Q2 2025 New
$21.2B
$216,000 0.16% of portfolio
4,201
Q3 2022 Reduced 0.12%
$79.7B
$211,000 0.16% of portfolio
502
Q3 2024 New
$124B
$211,000 0.16% of portfolio
456
Q2 2025 Reduced 3.59%
$186B
$201,000 0.15% of portfolio
4,660
Q2 2025 New
$19.1B
$206,000 0.15% of portfolio
4,810
Q2 2025 Reduced 45.09%
$184B
$207,000 0.15% of portfolio
2,226
Q2 2025 New
$722B
$203,000 0.15% of portfolio
261
Q2 2025 New
$692M
$170,000 0.13% of portfolio
15,700
Q2 2025 Added 9.03%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $135 Million
  • Prior Value $119 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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