$1.8 Billion is the total value of Prime Capital Investment Advisors, LLC's 343 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
KO | Buy | COCA COLA CO COMstock | $408,000 | +4.6% | 6,890 | +4.6% | 0.02% | +9.5% |
DKNG | New | DRAFTKINGS INC COM CL Acall | $1,000 | – | 100 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR CORE S&P TTL STK | 24 | Q3 2023 | 11.3% |
ISHARES TR CORE U S AGGREGATE BD ETF | 24 | Q3 2023 | 7.5% |
ISHARES TR CORE MSCI TOTAL INTL STK ETF | 24 | Q3 2023 | 4.1% |
ISHARES TR SELECT DIVID ETF FD | 24 | Q3 2023 | 6.7% |
APPLE INC COM | 24 | Q3 2023 | 3.9% |
MICROSOFT CORP COM | 24 | Q3 2023 | 3.2% |
AMAZON COM INC COM | 24 | Q3 2023 | 3.1% |
ISHARES TR CORE INTL AGGREGATE BD ETF | 24 | Q3 2023 | 2.9% |
ISHARES U.S. PREFERRED STOCK ETF | 24 | Q3 2023 | 3.0% |
NVIDIA CORPORATION COM | 24 | Q3 2023 | 2.1% |
View Prime Capital Investment Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-09 |
13F-HR | 2022-02-07 |
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.