Primoris Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Primoris Wealth Advisors, LLC reported 95 stock positions worth $129.2 million. Its top holding was Fidelity Total Bond ETF (FBND) at 5.0% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 4.5%) and iShares Russell 2000 Growth (IWO, 4.2%). Compared with Q4 2024, it opened 13 new positions, sold out of 9, added to 25 and reduced 41. The biggest buy was Invesco S&P 500 Momentum ETF (SPMO, shares +1702%) and the biggest sale Fidelity MSCI Info Tech Indx (FTEC, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- North Palm Beach, FL
- CIK
- 0001909619
- Portfolio Value
- $129.2M (Q1 2025)
- SEC Filing
- 0001667731-25-000512 ↗ filed Apr 24, 2025
Holdings Value
Holdings 95 stocks · $129.2M
| FBND Fidelity Total Bond ETF | 4.98% | 140,977 | $6.4M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 4.50% | 11,320 | $5.8M | Add +15.4% |
| IWO iShares Russell 2000 Growth | 4.21% | 21,298 | $5.4M | Reduce -2.2% |
| SPMO Invesco S&P 500 Momentum ETF | 4.00% | 55,871 | $5.2M | Add +1702.3% |
| AAPL Apple Inc. | 3.80% | 22,126 | $4.9M | Add +0.8% |
| FTEC Fidelity MSCI Info Tech Indx | 3.78% | 30,312 | $4.9M | Reduce -43.4% |
| META Meta Platforms Inc. Class A | 3.68% | 8,253 | $4.8M | Add +0.0% |
| AMZN Amazon.com Inc. | 3.50% | 23,776 | $4.5M | Add +1.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 3.23% | 11,825 | $4.2M | Add +86.8% |
| VGK Vanguard Ftse Europe ETF | 2.94% | 54,003 | $3.8M | New |
| HACK Amplify Cybersecurity ETF | 2.89% | 51,977 | $3.7M | New |
| EUAD Select Stoxx Eur Aer DE ETF | 2.15% | 82,750 | $2.8M | New |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 2.14% | 53,700 | $2.8M | New |
| PLTR Palantir Technologies Inc. Class A | 2.12% | 32,500 | $2.7M | Reduce -30.2% |
| GOOG Alphabet Inc. Class C | 2.03% | 16,800 | $2.6M | Add +0.5% |
| NVDA Nvidia Corp. | 1.99% | 23,773 | $2.6M | Reduce -27.4% |
| LRCX Lam Research Corp. | 1.99% | 35,322 | $2.6M | Add +0.1% |
| NEE Nextera Energy Inc. | 1.92% | 35,076 | $2.5M | Reduce -4.5% |
| MSFT Microsoft Corp. | 1.90% | 6,532 | $2.5M | Add +1.1% |
| PM Philip Morris International | 1.80% | 14,663 | $2.3M | Reduce -26.4% |
| XLP SS Consumer Staples Sel Sect | 1.69% | 26,663 | $2.2M | Reduce -0.5% |
| FDVV Fidelity High Dividend ETF | 1.51% | 39,387 | $2.0M | Add +0.0% |
| FVAL Fidelity Value Factor ETF | 1.50% | 32,467 | $1.9M | Add +2.5% |
| JNJ Johnson & Johnson | 1.49% | 11,618 | $1.9M | Reduce -4.5% |
| EWG iShares MSCI Germany ETF | 1.41% | 49,000 | $1.8M | New |
| AMD Advanced Micro Devices | 1.34% | 16,891 | $1.7M | Reduce -49.1% |
| SO The Southern Co. | 1.32% | 18,494 | $1.7M | No change |
| BBN BlackRock Taxable Muni BND | 1.26% | 97,733 | $1.6M | Reduce -4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.12% | 3,890 | $1.4M | Add +14.2% |
| SNOW Snowflake Inc. | 1.11% | 9,890 | $1.4M | New |
| USHY iShares Broad Usd High Yield | 1.11% | 38,950 | $1.4M | Add +5.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.08% | 2,500 | $1.4M | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.98% | 15,998 | $1.3M | Reduce -67.8% |
| PFF iShares Preferred & Income S | 0.95% | 39,746 | $1.2M | Reduce -10.8% |
| XBKNX BlackRock Invest QLTY Muni | 0.94% | 105,500 | $1.2M | Add +6.6% |
| FUTY Fidelity MSCI US Utilities | 0.87% | 22,075 | $1.1M | Reduce -55.3% |
| BA The Boeing Co. | 0.78% | 5,893 | $1.0M | Reduce -8.5% |
| WMT Walmart Inc. | 0.71% | 10,513 | $923K | Add +0.6% |
| V Visa Inc. Class A | 0.69% | 2,530 | $887K | Add +0.6% |
| SCHF Schwab Intl Equity ETF | 0.63% | 41,186 | $815K | Add +1.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.63% | 3,153 | $810K | No change |
| NZF Nuveen Municipal Credit Inc. | 0.62% | 65,755 | $804K | No change |
| NOW ServiceNow Inc. | 0.61% | 985 | $784K | Reduce -1.4% |
| GIS General Mills Inc. | 0.59% | 12,831 | $767K | Reduce -1.5% |
| IJH iShares Core S&P Midcap ETF | 0.56% | 12,433 | $725K | Add +6.4% |
| INSE Inspired Entertainment Inc. | 0.54% | 81,500 | $696K | Reduce -25.2% |
| CLX Clorox Company | 0.50% | 4,384 | $646K | Reduce -0.5% |
| FIDU Fidelity MSCI Indust Indx | 0.48% | 9,004 | $616K | Reduce -66.8% |
| WM Waste Management Inc. | 0.47% | 2,639 | $611K | Reduce -1.3% |
| NDMO Nuveen Dynamic Municipal Opp | 0.47% | 59,540 | $611K | Reduce -5.5% |
| HD Home Depot Inc. | 0.47% | 1,652 | $605K | Reduce -0.2% |
| MQY BlackRock Muniyield Quality | 0.45% | 50,000 | $586K | Reduce -2.9% |
| ARGT Global X MSCI Argentina ETF | 0.45% | 7,206 | $582K | New |
| SRLN SS Blackstone Sr Loan ETF | 0.45% | 14,093 | $580K | Reduce -2.8% |
| SLV iShares Silver Trust | 0.44% | 18,975 | $573K | Add +29.4% |
| GLD SPDR Gold Shares | 0.43% | 1,912 | $558K | Add +11.6% |
| MCD McDonald's Corp. | 0.39% | 1,614 | $504K | Reduce -19.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 886 | $498K | Add +6.8% |
| THC Tenet Healthcare Corp. | 0.38% | 3,659 | $492K | Reduce -36.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.38% | 4,000 | $487K | No change |
| AGG iShares Core U.S. Aggregate | 0.37% | 4,840 | $479K | New |
| IJR iShares Core S&P Small-Cap E | 0.36% | 4,500 | $471K | Reduce -2.7% |
| HON Honeywell International Inc. | 0.36% | 2,213 | $469K | No change |
| GFI Gold Fields Ltd.-Spons ADR | 0.35% | 20,600 | $455K | No change |
| GOOGL Alphabet Inc. Class A | 0.34% | 2,853 | $441K | Reduce -27.5% |
| IHI iShares U.S. Medical Devices | 0.33% | 6,986 | $420K | No change |
| ET Energy Transfer LP | 0.32% | 22,500 | $418K | No change |
| UTF Cohen & Steers Infrastructur | 0.32% | 16,172 | $411K | Reduce -28.9% |
| HYLS FT Tactical High Yield ETF | 0.32% | 10,000 | $410K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 1,437 | $357K | No change |
| DE Deere & Co. | 0.28% | 761 | $357K | Reduce -0.3% |
| XLV SS Health Care Select Sector | 0.27% | 2,395 | $350K | Reduce -14.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 692 | $327K | Add +1.6% |
| XLK SS Technology Select Sector | 0.25% | 1,541 | $318K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.24% | 750 | $315K | Reduce -50.0% |
| DKNG Draftkings Inc. Class A | 0.23% | 8,760 | $291K | Reduce -2.5% |
| IHF iShares U.S. Healthcare Prov | 0.21% | 5,250 | $277K | Reduce -4.5% |
| AXGN Axogen Inc. | 0.21% | 14,400 | $277K | No change |
| CCD Calamos DYN Convert & Inc. | 0.21% | 12,950 | $276K | No change |
| CLOZ Eldridge BBB-B Clo ETF | 0.21% | 10,300 | $274K | New |
| MS Morgan Stanley | 0.21% | 2,335 | $272K | Add +1.3% |
| VWO Vanguard Ftse Emerging Marke | 0.20% | 5,682 | $257K | Add +3.3% |
| EIX Edison International | 0.19% | 4,201 | $248K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.19% | 5,222 | $244K | Add +0.9% |
| EFNL iShares MSCI Finland ETF | 0.19% | 6,500 | $239K | New |
| QTUM Defiance Quantum ETF | 0.18% | 3,175 | $237K | New |
| THW Abrdn World Healthcare Fund | 0.18% | 19,657 | $227K | Reduce -3.5% |
| DJT Trump Media & Technology Gro | 0.17% | 11,515 | $225K | New |
| XBMEX BlackRock Health Sciences | 0.17% | 5,742 | $222K | Reduce -3.4% |
| MSI Motorola Solutions Inc. | 0.17% | 502 | $220K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.17% | 750 | $216K | No change |
| LMT Lockheed Martin Corp. | 0.16% | 473 | $211K | Reduce -94.1% |
| POWW Outdoor Holding Co. filed as AMMO INC | 0.13% | 122,250 | $169K | Reduce -8.4% |
| ETJ Eaton Vance RSK-MGD Divers | 0.11% | 16,064 | $136K | Reduce -25.1% |
| USA Liberty All Star Equity Fund | 0.09% | 18,526 | $121K | Reduce -7.2% |
Portfolio Sells Q4 2024 → Q1 2025
| FTEC Fidelity MSCI Info Tech Indx | Reduce -43.4% | 3.78% | −3.76 |
| LMT Lockheed Martin Corp. | Reduce -94.1% | 0.16% | −2.82 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -67.8% | 0.98% | −1.89 |
| AMD Advanced Micro Devices | Reduce -49.1% | 1.34% | −1.71 |
| AMLP Alerian MLP ETF | Sold out | 0.00% | −1.44 |
| NVDA Nvidia Corp. | Reduce -27.4% | 1.99% | −1.36 |
| FIDU Fidelity MSCI Indust Indx | Reduce -66.8% | 0.48% | −0.98 |
| FUTY Fidelity MSCI US Utilities | Reduce -55.3% | 0.87% | −0.96 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.81 |
| IWO iShares Russell 2000 Growth | Reduce -2.2% | 4.21% | −0.56 |
| PLTR Palantir Technologies Inc. Class A | Reduce -30.2% | 2.12% | −0.56 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Sold out | 0.00% | −0.56 |
| FBTC Fidelity Wise Origin Bitcoin | Sold out | 0.00% | −0.39 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -50.0% | 0.24% | −0.24 |
| BIT BlackRock Multi-Sector Inc. | Sold out | 0.00% | −0.23 |
| GOOGL Alphabet Inc. Class A | Reduce -27.5% | 0.34% | −0.23 |
| INSE Inspired Entertainment Inc. | Reduce -25.2% | 0.54% | −0.21 |
| NOW ServiceNow Inc. | Reduce -1.4% | 0.61% | −0.20 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.20 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.20 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.18 |
| THC Tenet Healthcare Corp. | Reduce -36.8% | 0.38% | −0.18 |
| PFF iShares Preferred & Income S | Reduce -10.8% | 0.95% | −0.12 |
| UTF Cohen & Steers Infrastructur | Reduce -28.9% | 0.32% | −0.10 |
| BA The Boeing Co. | Reduce -8.5% | 0.78% | −0.09 |
| NEE Nextera Energy Inc. | Reduce -4.5% | 1.92% | −0.08 |
| MCD McDonald's Corp. | Reduce -19.3% | 0.39% | −0.05 |
| ETJ Eaton Vance RSK-MGD Divers | Reduce -25.1% | 0.11% | −0.05 |
| CLX Clorox Company | Reduce -0.5% | 0.50% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.7% | 0.36% | −0.04 |
| GIS General Mills Inc. | Reduce -1.5% | 0.59% | −0.04 |
| DKNG Draftkings Inc. Class A | Reduce -2.5% | 0.23% | −0.03 |
| LIN Linde PLC | Sold out | 0.00% | −0.03 |
| PM Philip Morris International | Reduce -26.4% | 1.80% | −0.02 |
| HD Home Depot Inc. | Reduce -0.2% | 0.47% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -14.2% | 0.27% | −0.02 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -2.8% | 0.45% | −0.01 |
| USA Liberty All Star Equity Fund | Reduce -7.2% | 0.09% | −0.01 |
| NDMO Nuveen Dynamic Municipal Opp | Reduce -5.5% | 0.47% | −0.01 |
| XBMEX BlackRock Health Sciences | Reduce -3.4% | 0.17% | +0.00 |
| MQY BlackRock Muniyield Quality | Reduce -2.9% | 0.45% | +0.00 |
| THW Abrdn World Healthcare Fund | Reduce -3.5% | 0.18% | +0.00 |
| BBN BlackRock Taxable Muni BND | Reduce -4.0% | 1.26% | +0.01 |
| IHF iShares U.S. Healthcare Prov | Reduce -4.5% | 0.21% | +0.01 |
| POWW Outdoor Holding Co. | Reduce -8.4% | 0.13% | +0.02 |
| DE Deere & Co. | Reduce -0.3% | 0.28% | +0.03 |
| WM Waste Management Inc. | Reduce -1.3% | 0.47% | +0.06 |
| XLP SS Consumer Staples Sel Sect | Reduce -0.5% | 1.69% | +0.08 |
| FBND Fidelity Total Bond ETF | Reduce -1.1% | 4.98% | +0.11 |
| JNJ Johnson & Johnson | Reduce -4.5% | 1.49% | +0.15 |
Portfolio Buys Q4 2024 → Q1 2025
| SPMO Invesco S&P 500 Momentum ETF | Add +1702.3% | 4.00% | +3.78 |
| VGK Vanguard Ftse Europe ETF | New | 2.94% | +2.94 |
| HACK Amplify Cybersecurity ETF | New | 2.89% | +2.89 |
| EUAD Select Stoxx Eur Aer DE ETF | New | 2.15% | +2.15 |
| ROBO Robo Global Robotics and Aut | New | 2.14% | +2.14 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +86.8% | 3.23% | +1.58 |
| EWG iShares MSCI Germany ETF | New | 1.41% | +1.41 |
| SNOW Snowflake Inc. | New | 1.11% | +1.11 |
| VOO Vanguard S&P 500 ETF | Add +15.4% | 4.50% | +0.48 |
| ARGT Global X MSCI Argentina ETF | New | 0.45% | +0.45 |
| AGG iShares Core U.S. Aggregate | New | 0.37% | +0.37 |
| HYLS FT Tactical High Yield ETF | New | 0.32% | +0.32 |
| CLOZ Eldridge BBB-B Clo ETF | New | 0.21% | +0.21 |
| EFNL iShares MSCI Finland ETF | New | 0.19% | +0.19 |
| QTUM Defiance Quantum ETF | New | 0.18% | +0.18 |
| DJT Trump Media & Technology Gro | New | 0.17% | +0.17 |
| SLV iShares Silver Trust | Add +29.4% | 0.44% | +0.15 |
| GLD SPDR Gold Shares | Add +11.6% | 0.43% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.8% | 0.39% | +0.10 |
| XBKNX BlackRock Invest QLTY Muni | Add +6.6% | 0.94% | +0.10 |
| V Visa Inc. Class A | Add +0.6% | 0.69% | +0.08 |
| USHY iShares Broad Usd High Yield | Add +5.4% | 1.11% | +0.07 |
| SCHF Schwab Intl Equity ETF | Add +1.6% | 0.63% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +14.2% | 1.12% | +0.06 |
| LRCX Lam Research Corp. | Add +0.1% | 1.99% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +3.3% | 0.20% | +0.01 |
| FDVV Fidelity High Dividend ETF | Add +0.0% | 1.51% | +0.01 |
| FVAL Fidelity Value Factor ETF | Add +2.5% | 1.50% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +6.4% | 0.56% | +0.01 |
| META Meta Platforms Inc. Class A | Add +0.0% | 3.68% | +0.00 |
| WMT Walmart Inc. | Add +0.6% | 0.71% | −0.00 |
| MS Morgan Stanley | Add +1.3% | 0.21% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.6% | 0.25% | −0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +0.9% | 0.19% | −0.02 |
| MSFT Microsoft Corp. | Add +1.1% | 1.90% | −0.18 |
| AAPL Apple Inc. | Add +0.8% | 3.80% | −0.38 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 2.03% | −0.39 |
| AMZN Amazon.com Inc. | Add +1.2% | 3.50% | −0.42 |
Options Activity Q4 2024 → Q1 2025
| LIN Linde PLC | call | Sold out | 500 | $209Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 125 | $219.3M | FTEC, LRCX, AMD, VOO, VUG |
| Q1 2026 | 96 | $142.7M | VOO, FTEC, LRCX, FBND, FUTY |
| Q4 2025 | 111 | $167.2M | FTEC, VOO, AAPL, FBND, LRCX |
| Q3 2025 | 105 | $157.3M | FTEC, VOO, META, FBND, AAPL |
| Q2 2025 | 100 | $146.6M | VOO, FTEC, META, FBND, AMZN |
| Q1 2025 | 95 | $129.2M | FBND, VOO, IWO, SPMO, AAPL |
| Q4 2024 | 91 | $131.2M | FTEC, FBND, IWO, AAPL, VOO |
| Q3 2024 | 100 | $137.5M | FBND, XLU, AAPL, LMT, FTEC |
| Q2 2024 | 95 | $125.0M | FBND, AMZN, FTEC, NVDA, AAPL |
| Q1 2024 | 94 | $124.3M | FBND, FTEC, META, AMZN, NVDA |