Primoris Wealth Advisors, LLC Sells in Q3 2024

Primoris Wealth Advisors, LLC

  • $139 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
-6.88K
- 49.61%
$152.04 - $190.6 $1.05M - $1.31M
6.99K $1.06M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.8K
- 20.08%
$161.02 - $200.0 $934K - $1.16M
23.1K $4.3M
NVDA
Nvidia Corp

Technology
-8.52K
- 19.41%
$98.91 - $134.91 $842K - $1.15M
35.4K $4.3M
LRCX
Lam Research Corp

Technology
-10
- 0.28%
$731.56 - $1127.3 $7.32K - $11.3K
3.53K $2.88M
GOOGL
Alphabet Inc.

Communication Services
-3.7K
- 56.19%
$148.65 - $191.18 $550K - $707K
2.89K $478K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-4.23K
- 13.22%
$152.9 - $180.39 $647K - $763K
27.8K $4.85M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-7.03K
- 17.01%
$44.66 - $49.15 $314K - $346K
34.3K $1.62M
GOOG
Alphabet Inc.

Communication Services
-250
- 1.38%
$149.54 - $192.66 $37.4K - $48.2K
17.9K $2.99M
SLV
I Shares Silver Trust

ETFs
-12.1K
- 37.1%
$24.33 - $29.38 $295K - $357K
20.6K $584K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-7.14K
- 48.53%
$72.18 - $107.33 $515K - $766K
7.57K $803K
GD
General Dynamics Corp

Industrials
-750
- 24.61%
$279.51 - $308.09 $210K - $231K
2.3K $694K
META
Meta Platforms, Inc.

Communication Services
-1.29K
- 15.47%
$453.41 - $572.44 $587K - $741K
7.07K $4.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-260
- 27.63%
$434.77 - $502.96 $113K - $131K
681 $332K
DKNG
Draft Kings Inc.

Consumer Cyclical
-2.27K
- 16.17%
$29.85 - $41.1 $67.8K - $93.3K
11.8K $461K
POWW
Ammo, Inc.

Industrials
-2.6K
- 1.42%
$1.37 - $1.91 $3.56K - $4.97K
181K $258K
AMD
Advanced Micro Devices Inc

Technology
-256
- 11.89%
$128.67 - $183.96 $32.9K - $47.1K
1.9K $311K
XLV
Select Sector Spdr Fund Health

ETFs
-790
- 7.63%
$143.3 - $157.24 $113K - $124K
9.56K $1.47M
FNV
Franco Nevada Corp

Basic Materials
-383
- 15.47%
$116.95 - $131.12 $44.8K - $50.2K
2.09K $259K
DE
Deere & CO

Industrials
-150
- 16.43%
$344.84 - $418.0 $51.7K - $62.7K
763 $318K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-175
- 16.03%
$405.19 - $478.57 $70.9K - $83.7K
917 $422K
WM
Waste Management Inc

Industrials
-25
- 0.93%
$196.96 - $223.45 $4.92K - $5.59K
2.67K $554K
XLP
Consumer Staples Sector Spdr

ETFs
-70
- 0.25%
$76.04 - $76.04 $5.32K - $5.32K
27.5K $2.09M
PG
Procter & Gamble CO

Consumer Defensive
-192
- 11.41%
$160.76 - $177.82 $30.9K - $34.1K
1.49K $258K
RTX
Raytheon Technologies Corp

Industrials
-1.75K
- 17.48%
$99.55 - $123.34 $174K - $216K
8.26K $1M
THW
Tekla World Healthcare Fund

Financial Services
-362
- 1.35%
$12.66 - $13.37 $4.58K - $4.84K
26.4K $350K
BME
Black Rock Health Sciences Trust

Financial Services
-99
- 1.42%
$39.94 - $42.41 $3.95K - $4.2K
6.86K $287K
CLX
Clorox CO

Consumer Defensive
-831
- 15.56%
$131.73 - $166.97 $109K - $139K
4.51K $734K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-300
- 2.04%
$36.06 - $37.66 $10.8K - $11.3K
14.4K $542K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-20
- 0.43%
$105.53 - $118.34 $2.11K - $2.37K
4.62K $540K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-123
- 0.53%
$22.3 - $26.02 $2.74K - $3.2K
23.2K $604K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-300
- 0.9%
$55.27 - $60.6 $16.6K - $18.2K
33.2K $2.01M
MCD
Mcdonalds Corp

Consumer Cyclical
-99
- 4.21%
$245.82 - $304.51 $24.3K - $30.1K
2.25K $685K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-37
- 0.65%
$256.4 - $289.78 $9.49K - $10.7K
5.62K $1.59M
WMT
Walmart Inc.

Consumer Defensive
-150
- 1.38%
$66.91 - $81.4 $10K - $12.2K
10.7K $865K
FDVV
Fidelity High Dividend ETF

ETFs
-383
- 0.97%
$46.26 - $50.65 $17.7K - $19.4K
39.2K $1.98M
NEM
Newmont Corp

Basic Materials
-500
- 3.45%
$41.65 - $55.85 $20.8K - $27.9K
14K $748K
JNJ
Johnson & Johnson

Healthcare
-200
- 1.53%
$145.48 - $167.38 $29.1K - $33.5K
12.8K $2.08M
THC
Tenet Healthcare Corp

Healthcare
-591
- 5.1%
$129.27 - $168.03 $76.4K - $99.3K
11K $1.83M
AAPL
Apple Inc.

Technology
-115
- 0.52%
$207.23 - $234.82 $23.8K - $27K
22.1K $5.14M
PLTR
Palantir Technologies Inc.

Technology
-500
- 1.02%
$24.09 - $37.95 $12K - $19K
48.8K $1.81M
LMT
Lockheed Martin Corp

Industrials
-427
- 4.77%
$460.3 - $584.56 $197K - $250K
8.53K $4.99M
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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