Primoris Wealth Advisors, LLC Portfolio Holdings
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 2024
Primoris Wealth Advisors, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $139 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $6.62M, Utilities Sector Spdr with a value of $5.61M, Apple Inc. with a value of $5.14M, Lockheed Martin Corp with a value of $4.99M, and Fidelity Covington Tr Msci Inf with a value of $4.85M.
Examining the 13F form we can see an increase of $13.5M in the current position value, from $125M to 139M.
Below you can find more details about Primoris Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$139 Million
ETFs: $63.5 Million
Technology: $20.4 Million
Financial Services: $9.57 Million
Industrials: $9.33 Million
Consumer Cyclical: $8.66 Million
Communication Services: $7.51 Million
Consumer Defensive: $6.41 Million
Utilities: $5.7 Million
Other: $7.7 Million