Prime Capital Investment Advisors, LLC Portfolio Holdings

Prime Capital Investment Advisors, LLC

  • $6.71 Billion
  • Q4 2024

Prime Capital Investment Advisors, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.71 Billion distributed in 943 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $364M, Schwab Strategic Tr Us Large C with a value of $258M, Apple Inc. with a value of $204M, Ishares Core S&P Total U.S. St with a value of $200M, and Nvidia Corp with a value of $149M.

Examining the 13F form we can see an decrease of $171M in the current position value, from $6.88B to 6.71B.

Prime Capital Investment Advisors, LLC is based out at Overland Park, KS

Below you can find more details about Prime Capital Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $6.71 Billion
ETFs: $4.25 Billion
Technology: $816 Million
Financial Services: $289 Million
Consumer Cyclical: $282 Million
Healthcare: $227 Million
Industrials: $209 Million
Communication Services: $175 Million
Consumer Defensive: $173 Million
Other: $190 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$204 Million 3.04% of portfolio
815,335
Q4 2024 Added 0.86%
$299B
$149 Million 2.22% of portfolio
1,111,482
Q4 2024 Added 1.84%
$2.93T
$143 Million 2.13% of portfolio
338,433
Q4 2024 Added 1.86%
$2.13T
$118 Million 1.76% of portfolio
536,932
Q4 2024 Added 2.11%
$80.1B
$62.6 Million 0.93% of portfolio
270,201
Q4 2024 Reduced 0.71%
$654B
$55 Million 0.82% of portfolio
121,248
Q4 2024 Added 7.27%
$263B
$50.6 Million 0.75% of portfolio
560,069
Q4 2024 Added 0.34%
$1.01T
$50.2 Million 0.75% of portfolio
265,187
Q4 2024 Reduced 2.93%
$860B
$47 Million 0.7% of portfolio
60,893
Q4 2024 Reduced 5.4%
$1.48T
$44.2 Million 0.66% of portfolio
74,860
Q4 2024 Added 1.51%
$400B
$43.3 Million 0.64% of portfolio
111,189
Q4 2024 Added 3.93%
$452B
$42.7 Million 0.64% of portfolio
46,633
Q4 2024 Added 1.87%
$1.04T
$40.6 Million 0.61% of portfolio
213,444
Q4 2024 Added 5.29%
$760B
$40 Million 0.6% of portfolio
166,811
Q4 2024 Added 11.27%
$459B
$35 Million 0.52% of portfolio
325,065
Q4 2024 Reduced 1.01%
$582B
$33.4 Million 0.5% of portfolio
105,657
Q4 2024 Added 1.09%
$890B
$29.2 Million 0.44% of portfolio
72,272
Q4 2024 Reduced 3.21%
$408B
$26.2 Million 0.39% of portfolio
156,209
Q4 2024 Added 3.31%
$166B
$24.2 Million 0.36% of portfolio
320,030
Q4 2024 Added 4.09%
$362B
$22.5 Million 0.34% of portfolio
126,820
Q4 2024 Reduced 5.73%
$192B
$21.9 Million 0.33% of portfolio
189,166
Q4 2024 Reduced 0.94%
$307B
$21.1 Million 0.32% of portfolio
145,990
Q4 2024 Added 0.68%
$161B
$21.6 Million 0.32% of portfolio
178,641
Q4 2024 Reduced 3.53%
$295B
$20.2 Million 0.3% of portfolio
60,539
Q4 2024 Added 4.31%
$428B
$19.9 Million 0.3% of portfolio
137,369
Q4 2024 Reduced 4.33%
$229B
$18 Million 0.27% of portfolio
181,038
Q4 2024 Reduced 1.55%
$539B
$18 Million 0.27% of portfolio
34,203
Q4 2024 Reduced 1.95%
$203B
$17.1 Million 0.26% of portfolio
38,508
Q4 2024 Reduced 5.68%
$209B
$17.4 Million 0.26% of portfolio
114,229
Q4 2024 Reduced 30.32%
$220B
$17 Million 0.25% of portfolio
57,360
Q4 2024 Added 5.83%
$58.5B
$16.9 Million 0.25% of portfolio
864,848
Q4 2024 Added 3.07%
$143B
$15.6 Million 0.23% of portfolio
69,166
Q4 2024 Reduced 2.77%
$429B
$15.5 Million 0.23% of portfolio
17,444
Q4 2024 Added 11.5%
$117B
$15.2 Million 0.23% of portfolio
31,259
Q4 2024 Added 0.35%
$112B
$15.5 Million 0.23% of portfolio
89,865
Q4 2024 Added 5.71%
$939B
$14.4 Million 0.22% of portfolio
73,086
Q4 2024 Reduced 1.58%
$135B
$14 Million 0.21% of portfolio
86,014
Q4 2024 Added 12.02%
$186B
$14.4 Million 0.21% of portfolio
13,576
Q4 2024 Added 5.04%
$145B
$14.3 Million 0.21% of portfolio
33,800
Q4 2024 Added 6.87%
$63.9B
$13.1 Million 0.2% of portfolio
57,684
Q4 2024 Reduced 10.18%
$228B
$12.2 Million 0.18% of portfolio
42,209
Q4 2024 Reduced 38.01%
$164B
$11.7 Million 0.17% of portfolio
45,028
Q4 2024 Reduced 7.01%
$147B
$9.97 Million 0.15% of portfolio
165,295
Q4 2024 Added 188.36%
$0
$10.2 Million 0.15% of portfolio
668,889
Q4 2024 Reduced 2.54%
$85B
$9.11 Million 0.14% of portfolio
7,684
Q4 2024 Reduced 5.91%
$90B
$9.51 Million 0.14% of portfolio
34,097
Q4 2024 Added 34.62%
$225B
$9.29 Million 0.14% of portfolio
26,399
Q4 2024 Reduced 4.33%
$179B
$9.34 Million 0.14% of portfolio
25,736
Q4 2024 Reduced 11.47%
$354B
$8.47 Million 0.13% of portfolio
192,772
Q4 2024 Reduced 2.57%

Summary

  • Portfolio
  • No. of Stocks 943
  • Current Value $6.71 Billion
  • Prior Value $6.88 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 60 stocks
  • Additional Purchases 370 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 456 stocks
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