Instuitional Investor - Primoris Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Primoris Wealth Advisors, Llc |
| Portfolio Value | $167,155,422 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Covington Trust | 36,591 | $8,221,588 | 4.92% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 13,041 | $8,178,436 | 4.89% | |
| 3. | AAPL | 21,866 | $5,944,494 | 3.56% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 125,641 | $5,784,530 | 3.46% | |
| 5. | LRCX | 33,072 | $5,661,191 | 3.39% |
Hedge Fund Resource Center 
