Instuitional Investor - Primoris Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Primoris Wealth Advisors, Llc |
| Portfolio Value | $142,727,429 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 13,319 | $7,958,853 | 5.58% | |
| 2. | Fidelity Covington Trust | 36,455 | $7,584,552 | 5.31% | |
| 3. | LRCX | 33,072 | $7,066,072 | 4.95% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 126,115 | $5,753,379 | 4.03% | |
| 5. | Fidelity Covington Trust | 94,325 | $5,571,791 | 3.9% |
Hedge Fund Resource Center 
