| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE S&P TTL STK | 27 | Q2 2024 | 11.3% |
| ISHARES TR CORE U S AGGREGATE BD ETF | 27 | Q2 2024 | 7.5% |
| APPLE INC COM | 27 | Q2 2024 | 3.9% |
| ISHARES TR CORE MSCI TOTAL INTL STK ETF | 27 | Q2 2024 | 4.1% |
| ISHARES TR SELECT DIVID ETF FD | 27 | Q2 2024 | 6.7% |
| MICROSOFT CORP COM | 27 | Q2 2024 | 3.2% |
| AMAZON COM INC COM | 27 | Q2 2024 | 3.1% |
| ISHARES TR CORE INTL AGGREGATE BD ETF | 27 | Q2 2024 | 2.9% |
| NVIDIA CORPORATION COM | 27 | Q2 2024 | 2.1% |
| ISHARES U.S. PREFERRED STOCK ETF | 27 | Q2 2024 | 3.0% |
View Prime Capital Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-12 |
View Prime Capital Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.