Primoris Wealth Advisors, LLC Portfolio Holdings by Sector
Primoris Wealth Advisors, LLC
- $119 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
FBND VOO IWO SPMO FTEC VGK ROBO XLP 37 stocks |
$59,646
50.16% of portfolio
|
19
|
14
|
7
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
CRWD PLTR MSFT 3 stocks |
$9,364
7.88% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$7,821
6.58% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BBN BKN NZF MQY UTF CCD THW BME 10 stocks |
$5,622
4.73% of portfolio
|
1
|
7
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,914
4.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$4,523
3.8% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE SO EIX 3 stocks |
$4,433
3.73% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD 2 stocks |
$4,311
3.63% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SNOW NOW MSTR 3 stocks |
$2,445
2.06% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$2,327
1.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$1,926
1.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA LMT POWW 3 stocks |
$1,384
1.16% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
INSE DKNG 2 stocks |
$986
0.83% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$922
0.78% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$886
0.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$767
0.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CLX 1 stocks |
$645
0.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$610
0.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$605
0.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$504
0.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
THC 1 stocks |
$492
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$487
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$471
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$468
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
GFI 1 stocks |
$455
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$418
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$357
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$357
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Capital Markets | Financial Services
MS 1 stocks |
$272
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
AXGN 1 stocks |
$266
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI 1 stocks |
$219
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
DWAC 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|