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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.84 Million 5.08% of portfolio
12,042
Q2 2025 Added 6.38%
$0
$6.74 Million 5.0% of portfolio
34,168
Q2 2025 Added 12.72%
$1.78T
$6.03 Million 4.47% of portfolio
8,168
Q2 2025 Reduced 1.03%
$0
$5.82 Million 4.32% of portfolio
127,193
Q2 2025 Reduced 9.78%
$2.26T
$5.01 Million 3.72% of portfolio
22,857
Q2 2025 Reduced 3.87%
$93.6B
$4.88 Million 3.62% of portfolio
9,584
Q2 2025 Reduced 18.95%
$3.69T
$4.58 Million 3.4% of portfolio
22,323
Q2 2025 Added 0.89%
$106B
$4.29 Million 3.18% of portfolio
14,067
Q2 2025 Added 635.72%
$456B
$4.04 Million 3.0% of portfolio
25,576
Q2 2025 Added 7.58%
$0
$3.91 Million 2.91% of portfolio
53,175
Q2 2025 New
$367B
$3.79 Million 2.81% of portfolio
27,800
Q2 2025 Reduced 14.46%
$261B
$3.79 Million 2.81% of portfolio
20,813
Q2 2025 Added 41.94%
$3.95T
$3.34 Million 2.48% of portfolio
6,723
Q2 2025 Added 2.92%
$282B
$3.29 Million 2.44% of portfolio
23,211
Q2 2025 Added 37.42%
$0
$3.26 Million 2.42% of portfolio
7,433
Q2 2025 Added 91.08%
$0
$3.15 Million 2.34% of portfolio
40,603
Q2 2025 Reduced 24.81%
$1.24T
$2.63 Million 1.95% of portfolio
14,830
Q2 2025 Reduced 11.73%
$18B
$2.55 Million 1.9% of portfolio
77,830
Q2 2025 Added 310.17%
$141B
$2.47 Million 1.83% of portfolio
35,573
Q2 2025 Added 1.42%
$0
$2.44 Million 1.81% of portfolio
46,425
Q2 2025 Added 110.31%
$0
$2.31 Million 1.72% of portfolio
44,450
Q2 2025 New
$0
$1.97 Million 1.46% of portfolio
6,901
Q2 2025 Reduced 67.6%
$0
$1.94 Million 1.44% of portfolio
37,208
Q2 2025 Reduced 5.53%
$0
$1.9 Million 1.41% of portfolio
25,017
Q2 2025 Reduced 6.17%
$452B
$1.77 Million 1.32% of portfolio
11,618
Q1 2025 Reduced 4.45%
$0
$1.76 Million 1.31% of portfolio
31,676
Q2 2025 New
$102B
$1.59 Million 1.18% of portfolio
17,294
Q2 2025 Reduced 6.49%
$0
$1.56 Million 1.16% of portfolio
2,520
Q2 2025 Added 0.8%
$0
$1.46 Million 1.08% of portfolio
38,950
Q1 2025 Added 5.41%
$0
$1.4 Million 1.04% of portfolio
105,700
Q2 2025 New
$0
$1.26 Million 0.94% of portfolio
78,233
Q2 2025 Reduced 19.95%
$0
$1.22 Million 0.9% of portfolio
14,881
Q2 2025 Reduced 6.98%
$0
$1.17 Million 0.87% of portfolio
40,500
Q2 2025 New
$0
$1.16 Million 0.86% of portfolio
37,821
Q2 2025 Reduced 4.84%
$139B
$1.03 Million 0.77% of portfolio
4,933
Q2 2025 Reduced 16.29%
$172B
$1.03 Million 0.76% of portfolio
999
Q2 2025 Added 1.42%
$281B
$1.02 Million 0.76% of portfolio
10,413
Q2 2025 Reduced 0.95%
$0
$966,000 0.72% of portfolio
88,500
Q2 2025 Reduced 16.11%
$0
$935,000 0.69% of portfolio
42,343
Q2 2025 Added 2.81%
$0
$899,000 0.67% of portfolio
3,153
Q4 2023 New
$551B
$902,000 0.67% of portfolio
2,543
Q2 2025 Added 0.51%
$0
$771,000 0.57% of portfolio
12,434
Q2 2025 Added 0.01%
$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%
$0
$586,000 0.44% of portfolio
14,096
Q2 2025 Added 0.02%
$405B
$584,000 0.43% of portfolio
1,595
Q2 2025 Reduced 3.45%
$0
$579,000 0.43% of portfolio
7,479
Q2 2025 Reduced 16.94%
$0
$574,000 0.43% of portfolio
57,040
Q2 2025 Reduced 4.2%
$18.4B
$548,000 0.41% of portfolio
3,115
Q2 2025 Reduced 14.87%

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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