Prime Capital Investment Advisors, LLC Sells in Q4 2024

Prime Capital Investment Advisors, LLC

  • $6.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-94.6K
- 28.85%
$567.81 - $607.81 $53.7M - $57.5M
233K $137M
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.2M
- 65.65%
$34.42 - $35.88 $41.4M - $43.1M
629K $21.8M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.1M
- 15.09%
$22.39 - $23.45 $24.6M - $25.8M
6.2M $142M
PEP
Pepsico Inc

Consumer Defensive
-49.7K
- 30.32%
$151.29 - $176.1 $7.52M - $8.75M
114K $17.4M
LLY
Eli Lilly & CO

Healthcare
-3.48K
- 5.4%
$727.2 - $932.06 $2.53M - $3.24M
60.9K $47M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-29.5K
- 1.92%
$96.64 - $101.23 $2.85M - $2.99M
1.51M $146M
AMD
Advanced Micro Devices Inc

Technology
-6.54K
- 3.53%
$118.88 - $172.8 $777K - $1.13M
179K $21.6M
MCD
Mcdonalds Corp

Consumer Cyclical
-25.9K
- 38.01%
$288.47 - $316.54 $7.47M - $8.19M
42.2K $12.2M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-8.85K
- 1.08%
$63.27 - $70.31 $560K - $622K
807K $51.2M
DIS
Walt Disney CO

Communication Services
-77.7K
- 58.65%
$92.39 - $117.6 $7.18M - $9.14M
54.8K $6.1M
VTV
Vanguard Value ETF

ETFs
-11.8K
- 1.61%
$168.32 - $181.87 $1.99M - $2.15M
725K $123M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-4.64K
- 0.62%
$70.63 - $78.23 $328K - $363K
745K $52.9M
IEFA
Ishares Tr

ETFs
-6.35K
- 1.0%
$70.06 - $77.43 $445K - $492K
629K $44.2M
SBUX
Starbucks Corp

Consumer Cyclical
-40.3K
- 40.14%
$87.44 - $102.5 $3.53M - $4.13M
60.1K $5.48M
VNQ
Vanguard Specialized Funds Van

ETFs
-10.5K
- 2.63%
$87.85 - $98.6 $920K - $1.03M
387K $34.5M
SHW
Sherwin Williams CO

Basic Materials
-10.6K
- 69.8%
$338.75 - $399.71 $3.59M - $4.24M
4.59K $1.56M
ABBV
Abb Vie Inc.

Healthcare
-7.7K
- 5.73%
$164.99 - $203.87 $1.27M - $1.57M
127K $22.5M
ADBE
Adobe Inc.

Technology
-2.32K
- 5.68%
$437.39 - $552.96 $1.01M - $1.28M
38.5K $17.1M
AMGN
Amgen Inc

Healthcare
-3.39K
- 7.01%
$258.78 - $328.31 $878K - $1.11M
45K $11.7M
XOM
Exxon Mobil Corp

Energy
-3.31K
- 1.01%
$105.51 - $125.37 $350K - $415K
325K $35M
JNJ
Johnson & Johnson

Healthcare
-6.22K
- 4.33%
$143.34 - $165.86 $891K - $1.03M
137K $19.9M
DVN
Devon Energy Corp

Energy
-71.8K
- 45.03%
$30.52 - $42.96 $2.19M - $3.09M
87.7K $2.87M
NKE
Nike, Inc.

Consumer Cyclical
-31.2K
- 53.36%
$73.36 - $89.13 $2.29M - $2.78M
27.2K $2.06M
MRK
Merck & Co., Inc.

Healthcare
-2.86K
- 1.55%
$96.31 - $114.76 $275K - $328K
181K $18M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-10.6K
- 2.19%
$176.42 - $186.91 $1.88M - $1.99M
476K $84.7M
AVLV
American Centy ETF Tr Avantis
-58.5K
- 3.72%
$65.51 - $71.22 $3.83M - $4.16M
1.51M $101M
BDX
Becton Dickinson & CO

Healthcare
-6.54K
- 10.18%
$220.02 - $243.75 $1.44M - $1.59M
57.7K $13.1M
NVO
Novo Nordisk A S

Healthcare
-1.58K
- 2.46%
$85.0 - $120.04 $134K - $190K
62.6K $5.39M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-12.9K
- 1.68%
$49.87 - $52.46 $642K - $675K
754K $37.6M
CAT
Caterpillar Inc

Industrials
-3.33K
- 11.47%
$360.37 - $416.88 $1.2M - $1.39M
25.7K $9.34M
STZ
Constellation Brands, Inc.

Consumer Defensive
-6.07K
- 32.47%
$219.66 - $257.62 $1.33M - $1.56M
12.6K $2.79M
FCX
Freeport Mcmoran Inc

Basic Materials
-7.49K
- 5.18%
$38.08 - $50.82 $285K - $381K
137K $5.22M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-3.71K
- 0.52%
$80.93 - $85.66 $300K - $318K
704K $57M
USRT
Ishares Core U.S. Reit ETF

ETFs
-4.9K
- 1.28%
$55.97 - $62.75 $274K - $307K
377K $21.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-8.53K
- 3.52%
$521.84 - $558.82 $4.45M - $4.77M
234K $126M
AJG
Arthur J. Gallagher & Co.

Financial Services
-6.56K
- 47.86%
$278.49 - $315.16 $1.83M - $2.07M
7.15K $2.03M
MU
Micron Technology Inc

Technology
-10.8K
- 23.82%
$84.16 - $113.41 $910K - $1.23M
34.6K $2.91M
BNL
Broadstone Net Lease, Inc.

Real Estate
-39K
- 11.96%
$15.86 - $18.7 $619K - $730K
287K $4.56M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-4.09K
- 2.43%
$99.2 - $108.47 $406K - $444K
164K $16.3M
PFE
Pfizer Inc

Healthcare
-44.6K
- 26.17%
$24.8 - $30.19 $1.11M - $1.35M
126K $3.34M
XLV
Select Sector Spdr Fund Health

ETFs
-4.9K
- 9.11%
$136.28 - $154.74 $667K - $758K
48.9K $6.72M
VTI
Vanguard Total Stock Market Et

ETFs
-34.9K
- 2.7%
$280.04 - $302.45 $9.76M - $10.5M
1.25M $364M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-6.51K
- 2.33%
$74.5 - $78.37 $485K - $511K
273K $20.4M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-21.8K
- 2.39%
$104.59 - $118.05 $2.28M - $2.57M
889K $96.6M
CVS
Cvs Health Corp

Healthcare
-18.8K
- 53.34%
$43.78 - $67.46 $822K - $1.27M
16.4K $737K
XLU
Utilities Sector Spdr

ETFs
-9.16K
- 6.04%
$74.89 - $82.93 $686K - $760K
143K $10.8M
KO
Coca Cola CO

Consumer Defensive
-2.56K
- 1.89%
$61.74 - $71.71 $158K - $184K
133K $8.28M
IDXX
Idexx Laboratories Inc

Healthcare
-2.12K
- 35.2%
$406.92 - $495.42 $863K - $1.05M
3.9K $1.61M
HYG
Ishares Tr

ETFs
-13.6K
- 6.31%
$78.09 - $80.04 $1.06M - $1.09M
202K $15.9M
Activity Summary
Buys All Purchases 430 New Holdings 60 Increased Positions 370 Sells All Sells 456 Reductions 456 Sold out 0 Options Calls 6 Puts 3
Track This Portfolio

Track Prime Capital Investment Advisors, LLC Portfolio

Follow Prime Capital Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prime Capital Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prime Capital Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email