Instuitional Investor - Primoris Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Primoris Wealth Advisors, Llc |
| Portfolio Value | $157,294,256 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Covington Trust | 53,155 | $11,809,557 | 7.51% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 12,766 | $7,817,775 | 4.97% | |
| 3. | META | 7,783 | $5,715,687 | 3.63% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 122,431 | $5,661,213 | 3.6% | |
| 5. | AAPL | 21,986 | $5,598,301 | 3.56% |
Hedge Fund Resource Center 
