Primoris Wealth Advisors, LLC Portfolio Holdings
Primoris Wealth Advisors, LLC
- $148 Million
- Q3 2025
Primoris Wealth Advisors, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $148 Million distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Covington Tr Msci Inf with a value of $11.8M, Vanguard Index Fds S&P 500 ETF with a value of $7.82M, Meta Platforms, Inc. with a value of $5.72M, Fidelity Merrimack Str Tr Tota with a value of $5.66M, and Apple Inc. with a value of $5.6M.
Examining the 13F form we can see an increase of $13.7M in the current position value, from $135M to 148M.
Below you can find more details about Primoris Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$148 Million
ETFs: $71.5 Million
Technology: $31.8 Million
Communication Services: $10.5 Million
Consumer Cyclical: $7.97 Million
Financial Services: $6.61 Million
Healthcare: $5.38 Million
Utilities: $4.59 Million
Consumer Defensive: $4.56 Million
Other: $5.57 Million