Instuitional Investor - Primoris Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Primoris Wealth Advisors, Llc |
| Portfolio Value | $146,554,780 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 12,042 | $6,840,290 | 4.67% | |
| 2. | Fidelity Covington Trust | 34,168 | $6,738,647 | 4.6% | |
| 3. | META | 8,168 | $6,028,721 | 4.11% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 127,193 | $5,819,136 | 3.97% | |
| 5. | AMZN | 22,857 | $5,014,609 | 3.42% |
Hedge Fund Resource Center 
