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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.26 Million 0.94% of portfolio
78,233
Q2 2025 Reduced 19.95%
$0
$966,000 0.72% of portfolio
88,500
Q2 2025 Reduced 16.11%
$0
$724,000 0.54% of portfolio
60,755
Q2 2025 Reduced 7.6%
$0
$574,000 0.43% of portfolio
57,040
Q2 2025 Reduced 4.2%
$0
$501,000 0.37% of portfolio
45,100
Q2 2025 Reduced 9.8%
$0
$404,000 0.3% of portfolio
15,019
Q2 2025 Reduced 7.13%
$0
$145,000 0.11% of portfolio
16,067
Q2 2025 Added 0.02%
$0
$127,000 0.09% of portfolio
12,433
Q2 2025 Reduced 36.75%
$0
$102,000 0.08% of portfolio
15,057
Q2 2025 Reduced 18.73%

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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