Primoris Wealth Advisors, LLC Incresed Positions in Q3 2024

Primoris Wealth Advisors, LLC

  • $139 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
12.8K
+ 22.47%
$67.67 - $80.78 $863K - $1.03M
69.5K $5.61M
PM
Philip Morris International Inc.

Consumer Defensive
9.45K
+ 69.93%
$101.25 - $127.45 $957K - $1.2M
23K $2.79M
GLD
Spdr Gold Trust

ETFs
2.1K
+ 14.88%
$215.56 - $246.98 $452K - $517K
16.2K $3.93M
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
43K
+ 78.9%
$11.92 - $13.07 $513K - $562K
97.5K $1.26M
MU
Micron Technology Inc

Technology
8K
+ 95.24%
$86.27 - $136.82 $690K - $1.09M
16.4K $1.7M
NEE
Nextera Energy Inc

Utilities
1K
+ 2.72%
$69.9 - $84.97 $69.9K - $85K
37.8K $3.19M
PFF
Ishares Trust Ishares Pfd And

ETFs
13K
+ 40.79%
$31.18 - $33.5 $404K - $434K
44.7K $1.49M
SMIN
Ishares Msci India Small Cap I

ETFs
2K
+ 5.06%
$79.48 - $86.97 $159K - $174K
41.5K $3.57M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
203
+ 2.37%
$475.2 - $527.7 $96.5K - $107K
8.79K $4.64M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.69K
+ 1.2%
$44.65 - $47.21 $75.2K - $79.5K
142K $6.62M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
17.8K
+ 37.98%
$12.25 - $13.1 $218K - $234K
64.8K $848K
INDA
Ishares Msci India Index Fund

ETFs
2.46K
+ 7.85%
$54.86 - $59.22 $135K - $146K
33.8K $1.98M
PEP
Pepsico Inc

Consumer Defensive
748
+ 18.79%
$161.9 - $179.3 $121K - $134K
4.73K $803K
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 0.61%
$333.64 - $405.2 $3.34K - $4.05K
1.66K $670K
VUG
Vanguard Growth ETF

ETFs
132
+ 5.18%
$341.08 - $391.94 $45K - $51.7K
2.68K $1.03M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
83
+ 0.41%
$36.98 - $41.55 $3.07K - $3.45K
20.3K $833K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
1K
+ 1.63%
$10.65 - $11.21 $10.7K - $11.2K
62.5K $700K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1
+ 0.01%
$54.38 - $59.77 $54.4 - $59.8
7.24K $428K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
4
+ 0.02%
$8.4 - $9.19 $33.6 - $36.8
21.5K $196K
SRLN
Ssga Active Trust

ETFs
204
+ 1.46%
$40.93 - $41.85 $8.35K - $8.54K
14.2K $592K
USA
Liberty All Star Equity Fund

Financial Services
34
+ 0.16%
$6.43 - $7.14 $219 - $243
22K $156K
OXY
Occidental Petroleum Corp

Energy
5.6K
+ 22.54%
$49.91 - $63.73 $279K - $357K
30.5K $1.57M
Activity Summary
Buys All Purchases 35 New Holdings 12 Increased Positions 23 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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