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Home > Institutional Investor > Primoris Wealth Advisors, Llc > Profile

Instuitional Investor - Primoris Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Primoris Wealth Advisors, Llc
Portfolio Value $82,761,913
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr
 128,521 $5,598,372 6.76%
2.
Ishares Inc
 76,218 $4,595,183 5.55%
3.
Apple Inc.
 AAPL 25,261 $4,324,940 5.22%
4.
Ishares Tr
 89,267 $3,947,385 4.76%
5.
Lockheed Martin Corp
 LMT 9,047 $3,699,870 4.47%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)