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