PRIMORIS WEALTH ADVISORS, LLC 13F Holdings
CIK 0001909619 · North Palm Beach, FL
As of Sep 30, 2025, PRIMORIS WEALTH ADVISORS, LLC reported 106 positions worth
CIK 0001909619 · North Palm Beach, FL
As of Sep 30, 2025, PRIMORIS WEALTH ADVISORS, LLC reported 106 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | FTEC | — | 53,155 | 1.8M | 7.51% |
| VANGUARD 500 INDEX FUND | VOO | — | 12,766 | $7.8M | 4.97% |
| META PLATFORMS INC | META | Communication Services | 7,783 | $5.7M | 3.63% |
| FIDELITY TOTAL BOND ETF | FBND | — | 122,431 | $5.7M | 3.60% |
| APPLE INC | AAPL | Technology | 21,986 | $5.6M | 3.56% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 22,755 | $5.5M | 3.50% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 27,700 | $5.1M | 3.21% |
| NVIDIA CORP | NVDA | Technology | 26,323 | $4.9M | 3.12% |
| AMAZON.COM INC | AMZN | Equity | 21,872 | $4.8M | 3.05% |
| LAM RESEARCH CORP | LRCX | Technology | 33,072 | $4.4M | 2.82% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 8,728 | $4.3M | 2.72% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 8,361 | $4.0M | 2.55% |
| ALPHABET INC | GOOG | Equity | 14,930 | $3.6M | 2.31% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 22,059 | $3.6M | 2.27% |
| MICROSOFT CORP | MSFT | Technology | 6,727 | $3.5M | 2.22% |
| FIDELITY VALUE FACTOR ETF | FVAL | — | 46,367 | $3.2M | 2.03% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 17,713 | $2.9M | 1.83% |
| STATE STREET(R) SPDR(R) S&P REGIONAL BANKING(SM) ETF | KRE | — | 44,500 | $2.8M | 1.79% |
| MICRON TECHNOLOGY INC | MU | Technology | 15,953 | $2.7M | 1.70% |
| NEXTERA ENERGY INC | NEE | Utilities | 35,206 | $2.7M | 1.69% |
| AXOGEN INC | AXGN | Healthcare | 143,060 | $2.6M | 1.62% |
| ISHARES SILVER TRUST | SLV | — | 56,330 | $2.4M | 1.52% |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | — | 7,201 | $2.3M | 1.47% |
| HUNTINGTON INGALLS INDUSTRIES INC | HII | Industrials | 7,850 | $2.3M | 1.44% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 10,868 | $2.0M | 1.28% |