$1.74 Billion is the total value of Prime Capital Investment Advisors, LLC's 404 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 30.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Buy | INVESCO QQQ TR UNIT SER 1etf | $150,074,000 | -2.2% | 561,528 | +2.5% | 8.62% | -5.9% |
| SCHX | Sell | SCHWAB STRATEGIC TR US LRG CAP ETFetf | $136,655,000 | -15.9% | 3,226,812 | -11.3% | 7.85% | -19.1% |
| SCHM | Sell | SCHWAB STRATEGIC TR US MID-CAP ETFetf | $99,668,000 | -9.6% | 1,646,585 | -6.3% | 5.73% | -13.0% |
| DVY | Sell | ISHARES TR SELECT DIVID ETFetf | $82,151,000 | -27.2% | 766,188 | -20.1% | 4.72% | -29.9% |
| SCHF | Buy | SCHWAB STRATEGIC TR INTL EQTY ETFetf | $70,563,000 | +19.7% | 2,508,444 | +33.8% | 4.06% | +15.2% |
| AAPL | Buy | APPLE INC COMstock | $54,590,000 | +37.9% | 395,006 | +36.5% | 3.14% | +32.8% |
| ITOT | Sell | ISHARES TR CORE S&P TTL STKetf | $47,993,000 | -11.3% | 603,380 | -6.5% | 2.76% | -14.6% |
| AGG | Sell | ISHARES TR CORE US AGGBD ETetf | $41,967,000 | -6.2% | 435,610 | -1.0% | 2.41% | -9.8% |
| MSFT | Buy | MICROSOFT CORP COMstock | $37,663,000 | +43.0% | 161,715 | +57.7% | 2.16% | +37.6% |
| SCHG | Buy | SCHWAB STRATEGIC TR US LCAP GR ETFetf | $35,489,000 | +54.8% | 635,897 | +60.9% | 2.04% | +49.0% |
| AMZN | Buy | AMAZON COM INC COMstock | $28,694,000 | +46.6% | 253,928 | +37.8% | 1.65% | +41.1% |
| SCHA | Sell | SCHWAB STRATEGIC TR US SML CAP ETFetf | $27,975,000 | -4.5% | 740,066 | -1.5% | 1.61% | -8.1% |
| DGRW | Buy | WISDOMTREE TR US QTLY DIV GRTetf | $26,442,000 | +1.7% | 490,483 | +8.1% | 1.52% | -2.1% |
| XLV | Buy | SELECT SECTOR SPDR TR SBI HEALTHCAREetf | $26,165,000 | +7.6% | 216,046 | +14.0% | 1.50% | +3.6% |
| IXUS | Buy | ISHARES TR CORE MSCI TOTALetf | $26,109,000 | +10.8% | 512,745 | +24.1% | 1.50% | +6.6% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $19,382,000 | +167.3% | 118,643 | +190.5% | 1.11% | +157.3% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGTetf | $18,561,000 | -0.4% | 145,828 | +5.0% | 1.07% | -4.1% |
| WMT | Buy | WALMART INC COMstock | $17,619,000 | +27.7% | 135,845 | +19.7% | 1.01% | +22.9% |
| XLP | Buy | SELECT SECTOR SPDR TR SBI CONS STPLSetf | $17,440,000 | -2.9% | 261,353 | +5.0% | 1.00% | -6.6% |
| IGSB | Buy | ISHARES TR ISHS 1-5YR INVSetf | $15,548,000 | +34.3% | 315,494 | +37.8% | 0.89% | +29.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $13,903,000 | +191.2% | 27,529 | +196.1% | 0.80% | +180.4% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $13,755,000 | +15.4% | 108,949 | +31.4% | 0.79% | +11.1% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $13,426,000 | +26.3% | 139,635 | +2772.6% | 0.77% | +21.6% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $12,813,000 | +16.0% | 156,518 | +36.2% | 0.74% | +11.5% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED F EQUITY PREMIUMetf | $12,646,000 | +0.1% | 246,847 | +8.4% | 0.73% | -3.6% |
| SCHV | Sell | SCHWAB STRATEGIC TR US LCAP VA ETFetf | $12,647,000 | -17.0% | 216,150 | -11.5% | 0.73% | -20.1% |
| PFE | Buy | PFIZER INC COMstock | $12,485,000 | +94.7% | 285,303 | +133.2% | 0.72% | +87.5% |
| ABBV | Buy | ABBVIE INC COMstock | $12,331,000 | +27.4% | 91,877 | +45.3% | 0.71% | +22.7% |
| V | Buy | VISA INC COM CL Astock | $12,180,000 | +65.2% | 68,561 | +83.1% | 0.70% | +59.1% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $12,028,000 | +71.7% | 83,721 | +73.0% | 0.69% | +65.3% |
| HD | Buy | HOME DEPOT INC COMstock | $11,788,000 | +246.5% | 42,718 | +244.4% | 0.68% | +233.5% |
| SPY | Buy | SPDR S&P 500 ETF TR TR UNITetf | $11,431,000 | +32.6% | 32,004 | +40.0% | 0.66% | +27.6% |
| XLE | Sell | SELECT SECTOR SPDR TR ENERGYetf | $11,263,000 | -6.0% | 156,382 | -6.7% | 0.65% | -9.6% |
| DIS | Buy | DISNEY WALT CO COMstock | $10,505,000 | +5.2% | 111,366 | +5.3% | 0.60% | +1.3% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $9,975,000 | +7.1% | 95,451 | +15.3% | 0.57% | +3.1% |
| NVDA | Sell | NVIDIA CORPORATION COMstock | $9,923,000 | -29.6% | 81,742 | -12.1% | 0.57% | -32.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $9,825,000 | +10.8% | 36,795 | +13.3% | 0.56% | +6.6% |
| CRM | Buy | SALESFORCE INC COMstock | $9,802,000 | +10.7% | 68,144 | +27.0% | 0.56% | +6.4% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $9,707,000 | +285.5% | 123,798 | +280.8% | 0.56% | +272.0% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $9,660,000 | +13.8% | 20,453 | +15.4% | 0.56% | +9.5% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $9,259,000 | +72.1% | 96,801 | +3820.7% | 0.53% | +65.7% |
| XLU | Buy | SELECT SECTOR SPDR TR SBI INT-UTILSetf | $8,319,000 | +7.2% | 126,996 | +14.7% | 0.48% | +3.0% |
| PEP | Buy | PEPSICO INC COMstock | $8,022,000 | +591.0% | 49,135 | +605.6% | 0.46% | +568.1% |
| HON | Buy | HONEYWELL INTL INC COMstock | $7,975,000 | +487.3% | 47,761 | +511.2% | 0.46% | +465.4% |
| IAGG | Sell | ISHARES TR CORE INTL AGGRetf | $7,729,000 | -6.0% | 159,937 | -3.1% | 0.44% | -9.6% |
| GOF | Buy | GUGGENHEIM STRATEGIC OPPORTU COM SBIetf | $7,497,000 | +19.3% | 488,109 | +25.0% | 0.43% | +14.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDS DIV APP ETFetf | $7,342,000 | +0.6% | 54,324 | +6.8% | 0.42% | -3.2% |
| AVGO | Buy | BROADCOM INC COMstock | $7,262,000 | +7.0% | 16,356 | +17.1% | 0.42% | +3.0% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $7,053,000 | +26.3% | 80,786 | +23.9% | 0.40% | +21.3% |
| LLY | Buy | LILLY ELI & CO COMstock | $6,884,000 | +55.7% | 21,290 | +56.1% | 0.40% | +50.0% |
| MA | Sell | MASTERCARD INCORPORATED CL Astock | $6,718,000 | -18.4% | 23,627 | -9.5% | 0.39% | -21.5% |
| LRCX | Buy | LAM RESEARCH CORP COMstock | $6,599,000 | +70.2% | 18,030 | +98.1% | 0.38% | +63.4% |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $6,453,000 | +40.3% | 16,704 | +56.1% | 0.37% | +34.9% |
| MCD | Buy | MCDONALDS CORP COMstock | $6,322,000 | +133.2% | 27,398 | +149.5% | 0.36% | +124.1% |
| MRK | Buy | MERCK & CO INC COMstock | $6,141,000 | +61.9% | 71,308 | +71.4% | 0.35% | +55.5% |
| HAWX | Sell | ISHARES TR MSCI ACWI EXUSetf | $6,133,000 | -8.1% | 227,868 | -1.3% | 0.35% | -11.8% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC COMstock | $6,107,000 | +14.6% | 8,682 | +2.9% | 0.35% | +10.4% |
| XLF | Buy | SELECT SECTOR SPDR TR FINANCIALetf | $6,049,000 | +3.4% | 199,226 | +7.1% | 0.35% | -0.3% |
| DVN | Buy | DEVON ENERGY CORP NEW COMstock | $6,008,000 | +558.8% | 99,924 | +504.1% | 0.34% | +538.9% |
| XLK | Buy | SELECT SECTOR SPDR TR TECHNOLOGYetf | $5,960,000 | +14.8% | 50,181 | +22.9% | 0.34% | +10.6% |
| FB | Buy | META PLATFORMS INC CL Astock | $5,806,000 | +4.7% | 42,792 | +24.4% | 0.33% | +0.9% |
| LNG | Buy | CHENIERE ENERGY INC COM NEWstock | $5,772,000 | +40.0% | 34,790 | +12.3% | 0.33% | +35.0% |
| IVW | Sell | ISHARES TR S&P 500 GRWT ETFetf | $5,648,000 | -9.5% | 97,638 | -5.5% | 0.32% | -12.9% |
| Buy | LISTED FD TR B A D ETFetf | $5,650,000 | +7.8% | 505,674 | +14.0% | 0.32% | +3.8% | |
| CVS | Buy | CVS HEALTH CORP COMstock | $5,617,000 | +90.1% | 58,894 | +84.7% | 0.32% | +83.5% |
| DE | Buy | DEERE & CO COMstock | $5,550,000 | +42.1% | 16,621 | +27.5% | 0.32% | +36.9% |
| NOC | Buy | NORTHROP GRUMMAN CORP COMstock | $5,496,000 | +56.7% | 11,685 | +59.4% | 0.32% | +51.2% |
| AMLP | Buy | ALPS ETF TR ALERIAN MLPstock | $5,455,000 | +11.6% | 149,227 | +5.1% | 0.31% | +7.5% |
| SBUX | Sell | STARBUCKS CORP COMstock | $5,380,000 | -7.3% | 63,848 | -16.0% | 0.31% | -11.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED COMstock | $5,381,000 | +68.2% | 19,553 | +123.7% | 0.31% | +61.8% |
| NKE | Buy | NIKE INC CL Bstock | $5,334,000 | +1.9% | 64,167 | +25.3% | 0.31% | -1.9% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $5,326,000 | -41.9% | 140,256 | -22.4% | 0.31% | -44.2% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $5,294,000 | -16.0% | 83,559 | +1.4% | 0.30% | -19.1% |
| AMT | Buy | AMERICAN TOWER CORP NEW COMstock | $5,090,000 | +1317.8% | 23,707 | +1589.7% | 0.29% | +1295.2% |
| SCHE | Buy | SCHWAB STRATEGIC TR EMRG MKTEQ ETFetf | $5,052,000 | +20.7% | 225,553 | +36.8% | 0.29% | +16.0% |
| KO | Buy | COCA COLA CO COMstock | $4,709,000 | +373.7% | 84,051 | +431.9% | 0.27% | +359.3% |
| XLI | Buy | SELECT SECTOR SPDR TR SBI INT-INDSetf | $4,606,000 | +3.0% | 55,607 | +8.6% | 0.26% | -0.7% |
| SOXX | Buy | ISHARES TR ISHARES SEMICDTRetf | $4,517,000 | -2.4% | 14,171 | +7.0% | 0.26% | -5.8% |
| IWM | Buy | ISHARES TR RUSSELL 2000 ETFetf | $4,290,000 | +2.4% | 26,011 | +5.2% | 0.25% | -1.2% |
| X | Buy | UNITED STATES STL CORP NEW COMstock | $4,305,000 | +1.2% | 237,584 | +0.0% | 0.25% | -2.8% |
| CEQP | CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNERstock | $4,235,000 | +15.3% | 152,509 | 0.0% | 0.24% | +11.0% | |
| LULU | New | LULULEMON ATHLETICA INC COMstock | $4,184,000 | – | 14,968 | +100.0% | 0.24% | – |
| ABT | Sell | ABBOTT LABS COMstock | $4,140,000 | -18.0% | 42,788 | -7.9% | 0.24% | -20.9% |
| GS | Buy | GOLDMAN SACHS GROUP INC COMstock | $4,033,000 | +0.8% | 13,762 | +2.1% | 0.23% | -2.9% |
| IJH | Buy | ISHARES TR CORE S&P MCP ETFetf | $3,820,000 | +27.3% | 17,422 | +31.4% | 0.22% | +22.9% |
| TGT | Sell | TARGET CORP COMstock | $3,643,000 | -25.8% | 24,550 | -29.4% | 0.21% | -28.7% |
| Sell | PHILLIPS EDISON & CO INC COMMON STOCKstock | $3,604,000 | -37.1% | 128,471 | -25.1% | 0.21% | -39.5% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $3,577,000 | -18.5% | 52,173 | -2.9% | 0.21% | -21.4% |
| IYW | Buy | ISHARES TR U.S. TECH ETFetf | $3,543,000 | -6.2% | 48,290 | +2.2% | 0.20% | -9.7% |
| ILCG | Sell | ISHARES TR MORNINGSTAR GRWTetf | $3,411,000 | -5.0% | 70,673 | -1.4% | 0.20% | -8.4% |
| PXD | Buy | PIONEER NAT RES CO COMstock | $3,362,000 | +2.1% | 15,527 | +5.2% | 0.19% | -2.0% |
| BAC | Buy | BK OF AMERICA CORP COMstock | $3,336,000 | +8.8% | 110,448 | +12.1% | 0.19% | +4.9% |
| TSLA | Buy | TESLA INC COMstock | $3,263,000 | +28.4% | 12,300 | +225.9% | 0.19% | +23.7% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $3,255,000 | +3.7% | 34,988 | +19.5% | 0.19% | -0.5% |
| NFLX | Buy | NETFLIX INC COMstock | $3,222,000 | +38.1% | 13,686 | +2.6% | 0.18% | +33.1% |
| PSX | Buy | PHILLIPS 66 COMstock | $3,163,000 | +18.9% | 39,181 | +20.7% | 0.18% | +14.5% |
| PSQ | New | PROSHARES TR SHORT QQQ NEWetf | $2,956,000 | – | 198,129 | +100.0% | 0.17% | – |
| VTIP | Sell | VANGUARD MALVERN FDS STRM INFPROIDXetf | $2,763,000 | -23.7% | 57,431 | -20.4% | 0.16% | -26.4% |
| VOO | Sell | VANGUARD INDEX FDS S&P 500 ETF SHSetf | $2,754,000 | -21.7% | 8,388 | -17.3% | 0.16% | -24.8% |
| FDX | Sell | FEDEX CORP COMstock | $2,697,000 | -38.3% | 18,167 | -5.7% | 0.16% | -40.6% |
| D | Buy | DOMINION ENERGY INC COMstock | $2,607,000 | +461.9% | 37,728 | +548.9% | 0.15% | +435.7% |
| VTI | Buy | VANGUARD INDEX FDS TOTAL STK MKTetf | $2,593,000 | +0.6% | 14,451 | +5.7% | 0.15% | -3.2% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $2,571,000 | -75.7% | 5,070 | -73.9% | 0.15% | -76.5% |
| SO | Buy | SOUTHERN CO COMstock | $2,484,000 | +332.0% | 36,529 | +353.3% | 0.14% | +320.6% |
| MU | Buy | MICRON TECHNOLOGY INC COMstock | $2,473,000 | +10.7% | 49,366 | +22.2% | 0.14% | +6.8% |
| SHY | Sell | ISHARES TR 1 3 YR TREAS BDetf | $2,423,000 | -12.4% | 29,831 | -10.7% | 0.14% | -15.8% |
| SHW | New | SHERWIN WILLIAMS CO COMstock | $2,396,000 | – | 11,702 | +100.0% | 0.14% | – |
| WM | Buy | WASTE MGMT INC DEL COMstock | $2,392,000 | +58.8% | 14,930 | +51.7% | 0.14% | +52.2% |
| FSK | Sell | FS KKR CAP CORP COMstock | $2,358,000 | -19.7% | 139,097 | -8.0% | 0.14% | -22.3% |
| OKE | Sell | ONEOK INC NEW COMstock | $2,328,000 | -9.2% | 45,426 | -1.7% | 0.13% | -12.4% |
| MS | Sell | MORGAN STANLEY COM NEWstock | $2,134,000 | -43.4% | 27,006 | -45.5% | 0.12% | -45.3% |
| SCHB | Sell | SCHWAB STRATEGIC TR US BRD MKT ETFetf | $2,124,000 | -7.9% | 50,591 | -3.1% | 0.12% | -11.6% |
| ICSH | Sell | ISHARES TR BLACKROCK ULTRAetf | $2,063,000 | -26.6% | 41,244 | -26.6% | 0.12% | -29.2% |
| HAL | Sell | HALLIBURTON CO COMstock | $1,980,000 | -22.0% | 80,433 | -0.6% | 0.11% | -25.0% |
| XLC | Sell | SELECT SECTOR SPDR TR COMMUNICATIONetf | $1,954,000 | -17.6% | 40,798 | -6.6% | 0.11% | -21.1% |
| ROK | New | ROCKWELL AUTOMATION INC COMstock | $1,925,000 | – | 8,948 | +100.0% | 0.11% | – |
| IWF | Buy | ISHARES TR RUS 1000 GRW ETFetf | $1,913,000 | +1.5% | 9,091 | +5.5% | 0.11% | -2.7% |
| ITA | Sell | ISHARES TR US AER DEF ETFetf | $1,916,000 | -10.3% | 21,011 | -2.5% | 0.11% | -14.1% |
| DG | Buy | DOLLAR GEN CORP NEW COMstock | $1,917,000 | +520.4% | 7,994 | +536.0% | 0.11% | +511.1% |
| URTY | Sell | PROSHARES TR ULTR RUSSL2000etf | $1,921,000 | -21.9% | 56,165 | -10.7% | 0.11% | -25.2% |
| AMAT | Sell | APPLIED MATLS INC COMstock | $1,899,000 | -35.9% | 23,173 | -28.8% | 0.11% | -38.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $1,888,000 | +0.9% | 15,891 | +19.8% | 0.11% | -2.7% |
| TEAM | New | ATLASSIAN CORP PLC CL Astock | $1,836,000 | – | 8,719 | +100.0% | 0.11% | – |
| VLO | Buy | VALERO ENERGY CORP COMstock | $1,838,000 | +52.9% | 17,204 | +52.1% | 0.11% | +47.2% |
| DOW | Buy | DOW INC COMstock | $1,827,000 | +350.0% | 41,591 | +428.1% | 0.10% | +337.5% |
| IVV | Buy | ISHARES TR CORE S&P500 ETFetf | $1,784,000 | -4.6% | 4,976 | +0.9% | 0.10% | -8.0% |
| WYNN | Sell | WYNN RESORTS LTD COMstock | $1,774,000 | +9.2% | 28,151 | -1.3% | 0.10% | +5.2% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $1,748,000 | +86.4% | 10,823 | +110.5% | 0.10% | +78.6% |
| TSN | Sell | TYSON FOODS INC CL Astock | $1,727,000 | -63.6% | 26,190 | -52.5% | 0.10% | -65.1% |
| PNC | New | PNC FINL SVCS GROUP INC COMstock | $1,714,000 | – | 11,471 | +100.0% | 0.10% | – |
| VUG | Buy | VANGUARD INDEX FDS GROWTH ETFetf | $1,727,000 | -1.2% | 8,071 | +2.9% | 0.10% | -4.8% |
| COP | Sell | CONOCOPHILLIPS COMstock | $1,699,000 | -55.5% | 16,603 | -60.9% | 0.10% | -57.0% |
| VTEB | Sell | VANGUARD MUN BD FDS TAX EXEMPT BDetf | $1,706,000 | -8.8% | 35,431 | -5.5% | 0.10% | -12.5% |
| INTC | Sell | INTEL CORP COMstock | $1,645,000 | -41.1% | 63,833 | -14.5% | 0.10% | -43.1% |
| CSCO | Buy | CISCO SYS INC COMstock | $1,644,000 | +41.5% | 41,112 | +50.9% | 0.09% | +36.2% |
| BND | Sell | VANGUARD BD INDEX FDS TOTAL BND MRKTetf | $1,610,000 | -34.7% | 22,568 | -31.1% | 0.09% | -36.7% |
| BA | Sell | BOEING CO COMstock | $1,611,000 | -28.0% | 13,304 | -18.8% | 0.09% | -30.6% |
| PYPL | Sell | PAYPAL HLDGS INC COMstock | $1,599,000 | -27.1% | 18,583 | -40.8% | 0.09% | -29.8% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED F ULTRA SHRT INCetf | $1,593,000 | -18.6% | 31,756 | -18.7% | 0.09% | -21.4% |
| VFC | Sell | V F CORP COMstock | $1,577,000 | -36.3% | 52,726 | -5.9% | 0.09% | -38.5% |
| IWN | Buy | ISHARES TR RUS 2000 VAL ETFetf | $1,576,000 | -2.1% | 12,221 | +3.3% | 0.09% | -5.2% |
| WNC | WABASH NATL CORP COMstock | $1,572,000 | +14.6% | 101,000 | 0.0% | 0.09% | +9.8% | |
| IRT | Buy | INDEPENDENCE RLTY TR INC COMstock | $1,541,000 | -19.1% | 92,085 | +0.2% | 0.09% | -21.9% |
| AXP | New | AMERICAN EXPRESS CO COMstock | $1,555,000 | – | 11,525 | +100.0% | 0.09% | – |
| CAT | Buy | CATERPILLAR INC COMstock | $1,514,000 | +0.7% | 9,224 | +9.7% | 0.09% | -3.3% |
| ROKU | Buy | ROKU INC COM CL Astock | $1,491,000 | -30.9% | 26,440 | +0.7% | 0.09% | -33.3% |
| GIS | Buy | GENERAL MLS INC COMstock | $1,477,000 | +209.6% | 19,285 | +205.3% | 0.08% | +203.6% |
| PFF | Buy | ISHARES TR PFD AND INCM SECetf | $1,475,000 | +7.0% | 46,579 | +11.2% | 0.08% | +3.7% |
| Sell | INVENTRUST PPTYS CORP COM NEWstock | $1,453,000 | -17.3% | 68,099 | -0.1% | 0.08% | -20.0% | |
| LIN | New | LINDE PLC SHSadr | $1,436,000 | – | 5,325 | +100.0% | 0.08% | – |
| LAMR | New | LAMAR ADVERTISING CO NEW CL Astock | $1,448,000 | – | 17,558 | +100.0% | 0.08% | – |
| T | Buy | AT&T INC COMstock | $1,432,000 | -7.4% | 93,350 | +26.5% | 0.08% | -10.9% |
| GLD | Sell | SPDR GOLD TR GOLD SHSetf | $1,406,000 | -56.5% | 9,091 | -52.6% | 0.08% | -58.0% |
| JMST | Sell | J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPLetf | $1,406,000 | -7.6% | 27,948 | -7.0% | 0.08% | -11.0% |
| SLYV | Buy | SPDR SER TR S&P 600 SMCP VALetf | $1,389,000 | -7.3% | 20,691 | +0.0% | 0.08% | -10.1% |
| MTUM | Sell | ISHARES TR MSCI USA MMENTMetf | $1,334,000 | -14.7% | 10,169 | -11.2% | 0.08% | -17.2% |
| IJR | Buy | ISHARES TR CORE S&P SCP ETFetf | $1,316,000 | +19.9% | 15,093 | +27.1% | 0.08% | +15.2% |
| UNP | Buy | UNION PAC CORP COMstock | $1,313,000 | +58.2% | 6,741 | +73.3% | 0.08% | +50.0% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC COMstock | $1,292,000 | +410.7% | 15,152 | +453.8% | 0.07% | +393.3% |
| NSC | Buy | NORFOLK SOUTHN CORP COMstock | $1,293,000 | +38.1% | 6,168 | +49.7% | 0.07% | +32.1% |
| VO | Sell | VANGUARD INDEX FDS MID CAP ETFetf | $1,277,000 | -8.2% | 6,795 | -3.8% | 0.07% | -12.0% |
| CRK | Buy | COMSTOCK RES INC COMstock | $1,258,000 | +43.6% | 72,778 | +0.4% | 0.07% | +38.5% |
| EA | Buy | ELECTRONIC ARTS INC COMstock | $1,188,000 | -4.3% | 10,267 | +0.6% | 0.07% | -8.1% |
| AAL | Buy | AMERICAN AIRLS GROUP INC COMstock | $1,184,000 | +2.7% | 98,328 | +8.1% | 0.07% | -1.4% |
| CSX | Sell | CSX CORP COMstock | $1,170,000 | -24.1% | 43,923 | -17.2% | 0.07% | -27.2% |
| TIP | Buy | ISHARES TR TIPS BD ETFetf | $1,174,000 | +67.2% | 11,194 | +81.6% | 0.07% | +59.5% |
| ILCV | Sell | ISHARES TR MORNINGSTAR VALUetf | $1,164,000 | -10.5% | 20,621 | -4.2% | 0.07% | -14.1% |
| TXN | Buy | TEXAS INSTRS INC COMstock | $1,123,000 | +170.0% | 7,256 | +167.7% | 0.06% | +160.0% |
| F | Sell | FORD MTR CO DEL COMstock | $1,117,000 | -7.7% | 99,705 | -8.3% | 0.06% | -11.1% |
| LOW | Sell | LOWES COS INC COMstock | $1,089,000 | -54.6% | 5,799 | -57.7% | 0.06% | -55.9% |
| LQD | Buy | ISHARES TR IBOXX INV CP ETFetf | $1,057,000 | +1.5% | 10,316 | +9.0% | 0.06% | -1.6% |
| SCHO | Buy | SCHWAB STRATEGIC TR SHT TM US TRESetf | $1,026,000 | +0.5% | 21,260 | +2.5% | 0.06% | -3.3% |
| VOE | Sell | VANGUARD INDEX FDS MCAP VL IDXVIPetf | $1,001,000 | -25.1% | 8,220 | -20.3% | 0.06% | -27.5% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETFetf | $976,000 | -7.0% | 25,340 | -2.9% | 0.06% | -11.1% |
| BIL | Sell | SPDR SER TR BLOOMBERG 1-3 MOetf | $956,000 | -26.7% | 10,442 | -26.7% | 0.06% | -29.5% |
| VBR | Sell | VANGUARD INDEX FDS SM CP VAL ETFetf | $965,000 | -28.5% | 6,728 | -25.3% | 0.06% | -32.1% |
| SQ | New | BLOCK INC CL Astock | $935,000 | – | 16,999 | +100.0% | 0.05% | – |
| CMI | Buy | CUMMINS INC COMstock | $915,000 | +60.2% | 4,495 | +52.3% | 0.05% | +55.9% |
| BNDX | Buy | VANGUARD CHARLOTTE FDS TOTAL INT BD ETFetf | $896,000 | +13.9% | 18,764 | +18.1% | 0.05% | +8.5% |
| QCOM | Sell | QUALCOMM INC COMstock | $890,000 | -82.9% | 7,879 | -80.6% | 0.05% | -83.5% |
| DHR | Buy | DANAHER CORPORATION COMstock | $874,000 | +81.3% | 3,382 | +77.9% | 0.05% | +72.4% |
| VFH | Buy | VANGUARD WORLD FDS FINANCIALS ETFetf | $872,000 | -2.5% | 11,712 | +1.1% | 0.05% | -5.7% |
| IP | Sell | INTERNATIONAL PAPER CO COMstock | $862,000 | -25.0% | 27,196 | -1.1% | 0.05% | -27.5% |
| BBDC | Sell | BARINGS BDC INC COMstock | $864,000 | -13.1% | 104,424 | -2.2% | 0.05% | -15.3% |
| ETR | New | ENTERGY CORP NEW COMstock | $851,000 | – | 8,460 | +100.0% | 0.05% | – |
| CP | Buy | CANADIAN PAC RY LTD COMstock | $845,000 | -4.1% | 12,665 | +0.4% | 0.05% | -7.5% |
| MRNA | Sell | MODERNA INC COMstock | $861,000 | -73.0% | 7,278 | -67.3% | 0.05% | -74.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $847,000 | +34.2% | 11,916 | +45.3% | 0.05% | +28.9% |
| FTNT | New | FORTINET INC COMstock | $858,000 | – | 17,466 | +100.0% | 0.05% | – |
| VTV | Buy | VANGUARD INDEX FDS VALUE ETFetf | $815,000 | -1.7% | 6,604 | +5.0% | 0.05% | -6.0% |
| IWR | Buy | ISHARES TR RUS MID CAP ETFetf | $813,000 | +9.3% | 13,083 | +13.8% | 0.05% | +6.8% |
| SDY | Buy | SPDR SER TR S&P DIVID ETFetf | $809,000 | -0.5% | 7,254 | +5.9% | 0.05% | -6.1% |
| VBK | Sell | VANGUARD INDEX FDS SML CP GRW ETFetf | $798,000 | -11.2% | 4,090 | -10.3% | 0.05% | -14.8% |
| IGIB | Sell | ISHARES TR ISHS 5-10YR INVTetf | $776,000 | -49.9% | 16,076 | -47.0% | 0.04% | -51.1% |
| EMR | Buy | EMERSON ELEC CO COMstock | $757,000 | +37.6% | 10,341 | +49.4% | 0.04% | +33.3% |
| USSG | Sell | DBX ETF TR XTRCKR MSCI USetf | $761,000 | -7.4% | 23,338 | -0.9% | 0.04% | -10.2% |
| IWP | Sell | ISHARES TR RUS MD CP GR ETFetf | $767,000 | -2.9% | 9,783 | -1.9% | 0.04% | -6.4% |
| MMM | Buy | 3M CO COMstock | $742,000 | +113.8% | 6,719 | +150.7% | 0.04% | +104.8% |
| CFB | New | CROSSFIRST BANKSHARES INC COMstock | $705,000 | – | 54,040 | +100.0% | 0.04% | – |
| DFUS | Sell | DIMENSIONAL ETF TRUST US EQUITY ETFetf | $715,000 | -8.2% | 18,423 | -3.6% | 0.04% | -12.8% |
| IEF | Buy | ISHARES TR 7-10 YR TRSY BDetf | $709,000 | +36.1% | 7,386 | +45.0% | 0.04% | +32.3% |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PL ORD SHSstock | $702,000 | – | 13,195 | +100.0% | 0.04% | – |
| MGK | Sell | VANGUARD WORLD FD MEGA GRWTH INDetf | $696,000 | -53.4% | 3,995 | -51.4% | 0.04% | -55.1% |
| IAU | Buy | ISHARES GOLD TR ISHARES NEWetf | $683,000 | +16.2% | 21,667 | +26.5% | 0.04% | +11.4% |
| NOW | Buy | SERVICENOW INC COMstock | $680,000 | +160.5% | 1,802 | +228.8% | 0.04% | +143.8% |
| VXUS | Sell | VANGUARD STAR FDS VG TL INTL STK Fetf | $675,000 | -17.2% | 14,743 | -6.6% | 0.04% | -20.4% |
| URI | Sell | UNITED RENTALS INC COMstock | $663,000 | -74.8% | 2,453 | -77.3% | 0.04% | -75.8% |
| IEFA | Sell | ISHARES TR CORE MSCI EAFEetf | $653,000 | -10.8% | 12,393 | -0.3% | 0.04% | -13.6% |
| MGV | Sell | VANGUARD WORLD FD MEGA CAP VAL ETFetf | $649,000 | -54.4% | 7,216 | -51.2% | 0.04% | -56.5% |
| EASG | Buy | DBX ETF TR XTRACKERS MSCIetf | $639,000 | -0.2% | 29,393 | +12.8% | 0.04% | -2.6% |
| IWD | Buy | ISHARES TR RUS 1000 VAL ETFetf | $641,000 | +31.4% | 4,712 | +39.9% | 0.04% | +27.6% |
| LUV | Buy | SOUTHWEST AIRLS CO COMstock | $632,000 | -5.4% | 20,485 | +10.8% | 0.04% | -10.0% |
| SPDW | Sell | SPDR INDEX SHS FDS PORTFOLIO DEVLPDetf | $624,000 | -34.9% | 24,177 | -27.3% | 0.04% | -36.8% |
| IEI | Sell | ISHARES TR 3 7 YR TREAS BDetf | $610,000 | -53.3% | 5,337 | -51.2% | 0.04% | -55.1% |
| VB | Buy | VANGUARD INDEX FDS SMALL CP ETFetf | $611,000 | +4.1% | 3,575 | +7.3% | 0.04% | 0.0% |
| XEL | Sell | XCEL ENERGY INC COMstock | $616,000 | -18.1% | 9,626 | -9.4% | 0.04% | -22.2% |
| KWEB | Sell | KRANESHARES TR CSI CHI INTERNETetf | $607,000 | -32.9% | 24,624 | -10.7% | 0.04% | -35.2% |
| AA | Buy | ALCOA CORP COMstock | $607,000 | -14.1% | 18,044 | +16.3% | 0.04% | -16.7% |
| HYG | Buy | ISHARES TR IBOXX HI YD ETFetf | $604,000 | +49.1% | 8,459 | +53.7% | 0.04% | +45.8% |
| BLK | New | BLACKROCK INC COMstock | $605,000 | – | 1,100 | +100.0% | 0.04% | – |
| VHT | Buy | VANGUARD WORLD FDS HEALTH CAR ETFetf | $577,000 | +40.0% | 2,579 | +47.3% | 0.03% | +32.0% |
| GILD | Buy | GILEAD SCIENCES INC COMstock | $569,000 | +183.1% | 9,224 | +183.4% | 0.03% | +175.0% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $568,000 | +109.6% | 2,209 | +126.3% | 0.03% | +106.2% |
| CCI | New | CROWN CASTLE INC COMstock | $582,000 | – | 4,024 | +100.0% | 0.03% | – |
| VNQ | Buy | VANGUARD INDEX FDS REAL ESTATE ETFetf | $565,000 | +7.2% | 7,048 | +21.8% | 0.03% | +3.2% |
| ADP | New | AUTOMATIC DATA PROCESSING IN COMstock | $537,000 | – | 2,374 | +100.0% | 0.03% | – |
| AVTR | Sell | AVANTOR INC COMstock | $533,000 | -39.4% | 27,206 | -3.9% | 0.03% | -41.5% |
| MO | Buy | ALTRIA GROUP INC COMstock | $531,000 | +14.4% | 13,159 | +18.5% | 0.03% | +10.7% |
| Buy | SHELL PLC SPON ADSadr | $535,000 | +136.7% | 10,755 | +149.1% | 0.03% | +138.5% | |
| NUE | Sell | NUCOR CORP COMstock | $535,000 | -0.9% | 5,004 | -3.2% | 0.03% | -3.1% |
| EPR | EPR PPTYS COM SH BEN INTstock | $531,000 | -23.7% | 14,820 | 0.0% | 0.03% | -26.2% | |
| OXYWS | Buy | OCCIDENTAL PETE CORP W EXP 08/03/202stock | $523,000 | +7.2% | 13,196 | +0.1% | 0.03% | +3.4% |
| VEA | Sell | VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKTetf | $527,000 | -30.5% | 14,493 | -22.0% | 0.03% | -33.3% |
| Sell | GENERAL ELECTRIC CO COM NEWstock | $517,000 | -11.2% | 8,347 | -8.6% | 0.03% | -14.3% | |
| VCIT | Buy | VANGUARD SCOTTSDALE FDS INT-TERM CORPetf | $500,000 | +94.6% | 6,603 | +105.8% | 0.03% | +93.3% |
| VGT | Sell | VANGUARD WORLD FDS INF TECH ETFetf | $507,000 | -62.9% | 1,649 | -60.6% | 0.03% | -64.6% |
| CWB | Sell | SPDR SER TR BBG CONV SEC ETFetf | $501,000 | -89.2% | 7,909 | -89.0% | 0.03% | -89.5% |
| SNOW | New | SNOWFLAKE INC CL Astock | $479,000 | – | 2,817 | +100.0% | 0.03% | – |
| OXY | Buy | OCCIDENTAL PETE CORP COMstock | $485,000 | +70.2% | 7,888 | +63.0% | 0.03% | +64.7% |
| UL | Buy | UNILEVER PLC SPON ADR NEWadr | $484,000 | +7.8% | 11,031 | +12.6% | 0.03% | +3.7% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNISetf | $480,000 | -10.8% | 11,019 | -5.0% | 0.03% | -12.5% |
| GPC | New | GENUINE PARTS CO COMstock | $482,000 | – | 3,225 | +100.0% | 0.03% | – |
| APD | New | AIR PRODS & CHEMS INC COMstock | $482,000 | – | 2,073 | +100.0% | 0.03% | – |
| QUAL | Sell | ISHARES TR MSCI USA QLT FCTetf | $472,000 | -9.1% | 4,539 | -2.3% | 0.03% | -12.9% |
| BX | Sell | BLACKSTONE INC COMstock | $477,000 | -83.5% | 5,700 | -82.0% | 0.03% | -84.4% |
| BIV | New | VANGUARD BD INDEX FDS INTERMED TERMetf | $468,000 | – | 6,372 | +100.0% | 0.03% | – |
| IUSG | Sell | ISHARES TR CORE S&P US GWTetf | $478,000 | -5.3% | 5,964 | -1.1% | 0.03% | -10.0% |
| EEM | Buy | ISHARES TR MSCI EMG MKT ETFetf | $474,000 | -11.1% | 13,591 | +2.3% | 0.03% | -15.6% |
| EXPE | Sell | EXPEDIA GROUP INC COM NEWstock | $477,000 | -12.2% | 5,092 | -11.0% | 0.03% | -15.6% |
| TQQQ | Sell | PROSHARES TR ULTRAPRO QQQetf | $475,000 | -50.7% | 24,599 | -38.7% | 0.03% | -53.4% |
| XSD | Buy | SPDR SER TR S&P SEMICNDCTRetf | $461,000 | +0.4% | 3,029 | +0.1% | 0.03% | -3.7% |
| TMUS | Sell | T-MOBILE US INC COMstock | $444,000 | -92.7% | 3,312 | -92.7% | 0.03% | -92.8% |
| EL | New | LAUDER ESTEE COS INC CL Astock | $454,000 | – | 2,101 | +100.0% | 0.03% | – |
| VWO | Buy | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETFetf | $448,000 | -6.9% | 12,277 | +6.4% | 0.03% | -10.3% |
| AMGN | Buy | AMGEN INC COMstock | $442,000 | +27.4% | 1,962 | +37.7% | 0.02% | +19.0% |
| IJK | Sell | ISHARES TR S&P MC 400GR ETFetf | $441,000 | -3.1% | 6,996 | -1.9% | 0.02% | -7.4% |
| ALB | Buy | ALBEMARLE CORP COMstock | $442,000 | +29.2% | 1,671 | +2.3% | 0.02% | +25.0% |
| CMG | New | CHIPOTLE MEXICAN GRILL INC COMstock | $410,000 | – | 273 | +100.0% | 0.02% | – |
| EVT | New | EATON VANCE TAX ADVT DIV INC COMetf | $426,000 | – | 19,571 | +100.0% | 0.02% | – |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRPetf | $402,000 | +1.8% | 1,000 | +4.7% | 0.02% | -4.2% |
| TTD | Buy | THE TRADE DESK INC COM CL Astock | $399,000 | +43.0% | 6,677 | +0.2% | 0.02% | +35.3% |
| FNF | Buy | FIDELITY NATIONAL FINANCIAL FNF GROUP COMstock | $398,000 | +76.9% | 10,998 | +80.3% | 0.02% | +76.9% |
| BFST | New | BUSINESS FIRST BANCSHARES IN COMstock | $401,000 | – | 18,629 | +100.0% | 0.02% | – |
| VV | VANGUARD INDEX FDS LARGE CAP ETFetf | $406,000 | -4.9% | 2,480 | 0.0% | 0.02% | -8.0% | |
| STZ | Sell | CONSTELLATION BRANDS INC CL Astock | $392,000 | -9.0% | 1,708 | -7.6% | 0.02% | -11.5% |
| SHV | Sell | ISHARES TR SHORT TREAS BDetf | $402,000 | -25.7% | 3,650 | -25.7% | 0.02% | -28.1% |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $399,000 | +0.8% | 4,811 | +20.0% | 0.02% | -4.2% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW COMstock | $400,000 | -20.5% | 3,071 | -9.2% | 0.02% | -23.3% |
| KNX | Buy | KNIGHT-SWIFT TRANSN HLDGS IN CL Astock | $378,000 | +5.9% | 7,726 | +0.1% | 0.02% | +4.8% |
| PROSHARES TR ULTRASHRT S&P500etf | $382,000 | +8.5% | 7,000 | 0.0% | 0.02% | +4.8% | ||
| RF | Buy | REGIONS FINANCIAL CORP NEW COMstock | $377,000 | +8.6% | 18,781 | +1.6% | 0.02% | +4.8% |
| ALL | New | ALLSTATE CORP COMstock | $384,000 | – | 3,088 | +100.0% | 0.02% | – |
| DEO | Sell | DIAGEO PLC SPON ADR NEWstock | $367,000 | -14.1% | 2,161 | -11.8% | 0.02% | -16.0% |
| FPE | New | FIRST TR EXCH TRADED FD III PFD SECS INC ETFetf | $369,000 | – | 22,084 | +100.0% | 0.02% | – |
| ORCL | Sell | ORACLE CORP COMstock | $357,000 | -20.8% | 5,853 | -9.3% | 0.02% | -22.2% |
| BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $373,000 | -31.8% | 4,660 | -3.2% | 0.02% | -36.4% |
| UUP | Buy | INVESCO DB US DLR INDEX TR BULLISH FDetf | $363,000 | +75.4% | 12,030 | +62.2% | 0.02% | +75.0% |
| KMI | New | KINDER MORGAN INC DEL COMstock | $359,000 | – | 21,548 | +100.0% | 0.02% | – |
| ETN | Buy | EATON CORP PLC SHSstock | $367,000 | +12.6% | 2,755 | +6.5% | 0.02% | +10.5% |
| RXI | Sell | ISHARES TR GLB CNS DISC ETFetf | $351,000 | -7.4% | 2,876 | -3.6% | 0.02% | -13.0% |
| GRMN | Buy | GARMIN LTD SHSstock | $348,000 | -15.5% | 4,333 | +3.4% | 0.02% | -20.0% |
| PNFP | PINNACLE FINL PARTNERS INC COMstock | $351,000 | +12.1% | 4,333 | 0.0% | 0.02% | +5.3% | |
| GM | Sell | GENERAL MTRS CO COMstock | $354,000 | -9.7% | 11,026 | -10.7% | 0.02% | -13.0% |
| HYLB | New | DBX ETF TR XTRACK USD HIGHetf | $354,000 | – | 10,798 | +100.0% | 0.02% | – |
| GD | Sell | GENERAL DYNAMICS CORP COMstock | $345,000 | -10.6% | 1,626 | -6.8% | 0.02% | -13.0% |
| VOT | Sell | VANGUARD INDEX FDS MCAP GR IDXVIPetf | $340,000 | -40.2% | 1,996 | -38.4% | 0.02% | -41.2% |
| IEMG | Sell | ISHARES INC CORE MSCI EMKTetf | $341,000 | -23.7% | 7,926 | -12.9% | 0.02% | -25.9% |
| PINS | Sell | PINTEREST INC CL Astock | $354,000 | +22.9% | 15,184 | -4.2% | 0.02% | +17.6% |
| IXP | New | ISHARES TR GBL COMM SVC ETFetf | $354,000 | – | 6,752 | +100.0% | 0.02% | – |
| IJJ | ISHARES TR S&P MC 400VL ETFetf | $340,000 | -4.5% | 3,776 | 0.0% | 0.02% | -4.8% | |
| USMV | Buy | ISHARES TR MSCI USA MIN VOLetf | $330,000 | -2.4% | 4,991 | +3.5% | 0.02% | -5.0% |
| DFAC | Sell | DIMENSIONAL ETF TRUST US CORE EQUITY 2etf | $337,000 | -36.5% | 15,173 | -33.4% | 0.02% | -40.6% |
| IWB | Buy | ISHARES TR RUS 1000 ETFetf | $337,000 | +61.2% | 1,707 | +70.0% | 0.02% | +58.3% |
| IUSV | Sell | ISHARES TR CORE S&P US VLUetf | $333,000 | -7.2% | 5,318 | -0.9% | 0.02% | -9.5% |
| FAST | Sell | FASTENAL CO COMstock | $329,000 | -14.1% | 7,135 | -7.0% | 0.02% | -17.4% |
| RSG | Buy | REPUBLIC SVCS INC COMstock | $310,000 | +37.2% | 2,282 | +32.1% | 0.02% | +38.5% |
| MDYG | Sell | SPDR SER TR S&P 400 MDCP GRWetf | $315,000 | -20.1% | 5,220 | -19.3% | 0.02% | -25.0% |
| C | Buy | CITIGROUP INC COM NEWstock | $319,000 | -5.6% | 7,654 | +4.3% | 0.02% | -10.0% |
| SCHP | Sell | SCHWAB STRATEGIC TR US TIPS ETFetf | $313,000 | -21.9% | 6,050 | -15.9% | 0.02% | -25.0% |
| ANTM | Buy | ELEVANCE HEALTH INC COMstock | $321,000 | +35.4% | 707 | +44.0% | 0.02% | +28.6% |
| S | New | SENTINELONE INC CL Astock | $311,000 | – | 12,170 | +100.0% | 0.02% | – |
| VXF | New | VANGUARD INDEX FDS EXTEND MKT ETFetf | $292,000 | – | 2,301 | +100.0% | 0.02% | – |
| IMCV | ISHARES TR MRGSTR MD CP VALetf | $297,000 | -5.7% | 5,304 | 0.0% | 0.02% | -10.5% | |
| IWO | ISHARES TR RUS 2000 GRW ETFetf | $304,000 | +0.3% | 1,470 | 0.0% | 0.02% | -5.6% | |
| IVE | Buy | ISHARES TR S&P 500 VAL ETFetf | $288,000 | +7.1% | 2,242 | +14.4% | 0.02% | +6.2% |
| NVO | Buy | NOVO-NORDISK A S ADRadr | $299,000 | -9.1% | 3,005 | +1.8% | 0.02% | -15.0% |
| FTSM | New | FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEWetf | $289,000 | – | 4,878 | +100.0% | 0.02% | – |
| CRWD | Sell | CROWDSTRIKE HLDGS INC CL Astock | $292,000 | -5.8% | 1,774 | -3.6% | 0.02% | -10.5% |
| CL | New | COLGATE PALMOLIVE CO COMstock | $301,000 | – | 4,287 | +100.0% | 0.02% | – |
| CI | New | CIGNA CORP NEW COMstock | $293,000 | – | 1,055 | +100.0% | 0.02% | – |
| XLY | Buy | SELECT SECTOR SPDR TR SBI CONS DISCRetf | $289,000 | +24.6% | 2,028 | +20.4% | 0.02% | +21.4% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDS SHRT TRM CORP BDetf | $293,000 | -47.6% | 3,944 | -46.2% | 0.02% | -48.5% |
| VIS | Buy | VANGUARD WORLD FDS INDUSTRIAL ETFetf | $288,000 | +7.5% | 1,829 | +11.5% | 0.02% | +6.2% |
| ACI | Buy | ALBERTSONS COS INC COMMON STOCKstock | $298,000 | -2.0% | 11,993 | +5.3% | 0.02% | -5.6% |
| BSV | Sell | VANGUARD BD INDEX FDS SHORT TRM BONDetf | $300,000 | -3.5% | 4,014 | -0.8% | 0.02% | -10.5% |
| IBB | Sell | ISHARES TR ISHARES BIOTECHetf | $274,000 | -90.4% | 2,345 | -90.4% | 0.02% | -90.6% |
| LMBS | New | FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFTetf | $284,000 | – | 6,007 | +100.0% | 0.02% | – |
| GNRC | Buy | GENERAC HLDGS INC COMstock | $286,000 | -14.4% | 1,604 | +1.2% | 0.02% | -20.0% |
| SLV | Sell | ISHARES SILVER TR ISHARESetf | $283,000 | -14.2% | 16,166 | -8.6% | 0.02% | -20.0% |
| ITW | New | ILLINOIS TOOL WKS INC COMstock | $281,000 | – | 1,556 | +100.0% | 0.02% | – |
| ZTS | Buy | ZOETIS INC CL Astock | $281,000 | +19.6% | 1,892 | +38.5% | 0.02% | +14.3% |
| ATVI | Sell | ACTIVISION BLIZZARD INC COMstock | $282,000 | -11.0% | 3,790 | -6.9% | 0.02% | -15.8% |
| MBB | New | ISHARES TR MBS ETFetf | $277,000 | – | 3,022 | +100.0% | 0.02% | – |
| MDYV | Sell | SPDR SER TR S&P 400 MDCP VALetf | $276,000 | -4.8% | 4,767 | -0.5% | 0.02% | -5.9% |
| WPC | New | WP CAREY INC COMstock | $285,000 | – | 4,081 | +100.0% | 0.02% | – |
| DPZ | New | DOMINOS PIZZA INC COMstock | $273,000 | – | 879 | +100.0% | 0.02% | – |
| HSY | Sell | HERSHEY CO COMstock | $260,000 | -4.1% | 1,179 | -6.4% | 0.02% | -6.2% |
| CTVA | Buy | CORTEVA INC COMstock | $266,000 | +24.9% | 4,648 | +18.2% | 0.02% | +15.4% |
| JNK | Buy | SPDR SER TR BLOOMBERG HIGH Yetf | $255,000 | +18.1% | 2,905 | +21.7% | 0.02% | +15.4% |
| SPYG | Sell | SPDR SER TR PRTFLO S&P500 GWetf | $264,000 | -4.7% | 5,268 | -0.5% | 0.02% | -11.8% |
| BBIN | Sell | J P MORGAN EXCHANGE TRADED F BETABUILDERS Ietf | $268,000 | -48.6% | 6,334 | -42.5% | 0.02% | -51.6% |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $260,000 | +13.0% | 6,456 | +9.8% | 0.02% | +7.1% |
| SMH | Sell | VANECK ETF TRUST SEMICONDUCTR ETFetf | $255,000 | -56.3% | 1,376 | -51.9% | 0.02% | -57.1% |
| KTB | Sell | KONTOOR BRANDS INC COMstock | $267,000 | -9.8% | 7,950 | -10.4% | 0.02% | -16.7% |
| CNI | Buy | CANADIAN NATL RY CO COMstock | $269,000 | +31.9% | 2,489 | +37.4% | 0.02% | +25.0% |
| TWLO | Buy | TWILIO INC CL Astock | $241,000 | -16.0% | 3,481 | +1.8% | 0.01% | -17.6% |
| O | New | REALTY INCOME CORP COMstock | $239,000 | – | 4,102 | +100.0% | 0.01% | – |
| ARKK | Buy | ARK ETF TR INNOVATION ETFetf | $247,000 | -4.3% | 6,551 | +1.4% | 0.01% | -6.7% |
| VLY | VALLEY NATL BANCORP COMstock | $248,000 | +3.8% | 23,000 | 0.0% | 0.01% | 0.0% | |
| TJX | Sell | TJX COS INC NEW COMstock | $244,000 | +4.7% | 3,922 | -6.0% | 0.01% | 0.0% |
| MUB | Sell | ISHARES TR NATIONAL MUN ETFetf | $249,000 | -46.9% | 2,432 | -44.9% | 0.01% | -50.0% |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $238,000 | -45.5% | 8,102 | -27.2% | 0.01% | -46.2% |
| Sell | DIMENSIONAL ETF TRUST WORLD EX US COREetf | $248,000 | -27.7% | 13,124 | -18.1% | 0.01% | -30.0% | |
| CNP | New | CENTERPOINT ENERGY INC COMstock | $248,000 | – | 8,784 | +100.0% | 0.01% | – |
| BBUS | Sell | J P MORGAN EXCHANGE TRADED F BETABUILDRS USetf | $251,000 | -57.8% | 3,905 | -55.5% | 0.01% | -61.1% |
| BP | New | BP PLC SPONSORED ADRadr | $247,000 | – | 8,656 | +100.0% | 0.01% | – |
| SHOP | Buy | SHOPIFY INC CL Astock | $241,000 | -2.4% | 8,940 | +13.2% | 0.01% | -6.7% |
| HWC | New | HANCOCK WHITNEY CORPORATION COMstock | $249,000 | – | 5,438 | +100.0% | 0.01% | – |
| LSST | Buy | NATIXIS ETF TR LOOMIS SAYLESetf | $248,000 | -1.2% | 10,604 | +0.6% | 0.01% | -6.7% |
| ADT | New | ADT INC DEL COMstock | $222,000 | – | 29,646 | +100.0% | 0.01% | – |
| FISV | New | FISERV INC COMstock | $218,000 | – | 2,331 | +100.0% | 0.01% | – |
| JBHT | Buy | HUNT J B TRANS SVCS INC COMstock | $231,000 | +15.5% | 1,477 | +16.1% | 0.01% | +8.3% |
| SUB | Sell | ISHARES TR SHRT NAT MUN ETFetf | $230,000 | -27.7% | 2,236 | -26.5% | 0.01% | -31.6% |
| LUMN | Buy | LUMEN TECHNOLOGIES INC COMstock | $223,000 | -29.0% | 30,634 | +6.5% | 0.01% | -31.6% |
| MCHP | New | MICROCHIP TECHNOLOGY INC. COMstock | $222,000 | – | 3,643 | +100.0% | 0.01% | – |
| RGLD | ROYAL GOLD INC COMstock | $218,000 | -12.1% | 2,324 | 0.0% | 0.01% | -13.3% | |
| SPYV | Sell | SPDR SER TR PRTFLO S&P500 VLetf | $218,000 | -21.9% | 6,309 | -16.8% | 0.01% | -23.5% |
| SRLN | Sell | SSGA ACTIVE ETF TR BLACKSTONE SENRetf | $224,000 | -6.3% | 5,485 | -4.5% | 0.01% | -7.1% |
| SCHW | New | SCHWAB CHARLES CORP COMstock | $233,000 | – | 3,239 | +100.0% | 0.01% | – |
| SLF | New | SUN LIFE FINANCIAL INC. COMstock | $233,000 | – | 5,854 | +100.0% | 0.01% | – |
| UBER | New | UBER TECHNOLOGIES INC COMstock | $226,000 | – | 8,544 | +100.0% | 0.01% | – |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC COMstock | $224,000 | -61.6% | 7,143 | -53.6% | 0.01% | -62.9% |
| WDAY | Sell | WORKDAY INC CL Astock | $228,000 | -57.4% | 1,497 | -61.0% | 0.01% | -59.4% |
| CB | New | CHUBB LIMITED COMstock | $221,000 | – | 1,217 | +100.0% | 0.01% | – |
| BKNG | BOOKING HOLDINGS INC COMstock | $207,000 | -5.9% | 126 | 0.0% | 0.01% | -7.7% | |
| NVT | Sell | NVENT ELECTRIC PLC SHSstock | $211,000 | -0.5% | 6,672 | -1.2% | 0.01% | -7.7% |
| AZN | Buy | ASTRAZENECA PLC SPONSORED ADRstock | $201,000 | -15.2% | 3,672 | +2.4% | 0.01% | -14.3% |
| SCHK | Sell | SCHWAB STRATEGIC TR 1000 INDEX ETFetf | $211,000 | -9.4% | 6,101 | -4.5% | 0.01% | -14.3% |
| TWTR | New | TWITTER INC COMstock | $203,000 | – | 4,636 | +100.0% | 0.01% | – |
| TROW | New | PRICE T ROWE GROUP INC COMstock | $217,000 | – | 2,068 | +100.0% | 0.01% | – |
| MINT | Sell | PIMCO ETF TR ENHAN SHRT MA ACetf | $208,000 | -31.8% | 2,100 | -31.7% | 0.01% | -33.3% |
| SYY | Sell | SYSCO CORP COMstock | $206,000 | -31.1% | 2,914 | -17.5% | 0.01% | -33.3% |
| MPC | New | MARATHON PETE CORP COMstock | $210,000 | – | 2,119 | +100.0% | 0.01% | – |
| EFV | Sell | ISHARES TR EAFE VALUE ETFetf | $217,000 | -26.9% | 5,631 | -17.7% | 0.01% | -33.3% |
| SLB | New | SCHLUMBERGER LTD COM STKstock | $209,000 | – | 5,810 | +100.0% | 0.01% | – |
| ACWX | Sell | ISHARES TR MSCI ACWI EX USetf | $209,000 | -35.5% | 5,222 | -27.4% | 0.01% | -36.8% |
| XBI | New | SPDR SER TR S&P BIOTECHetf | $214,000 | – | 2,700 | +100.0% | 0.01% | – |
| SPGI | New | S&P GLOBAL INC COMstock | $203,000 | – | 664 | +100.0% | 0.01% | – |
| Buy | WARNER BROS DISCOVERY INC COM SER Astock | $206,000 | -3.3% | 17,879 | +12.6% | 0.01% | -7.7% | |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELDetf | $214,000 | -4.9% | 13,247 | +6.1% | 0.01% | -7.7% |
| New | HEALTHCARE RLTY TR CL A COMstock | $206,000 | – | 9,869 | +100.0% | 0.01% | – | |
| DLN | Sell | WISDOMTREE TR US LARGECAP DIVDetf | $211,000 | -12.8% | 3,827 | -6.6% | 0.01% | -14.3% |
| New | GSK PLC SPONSORED ADRadr | $201,000 | – | 6,845 | +100.0% | 0.01% | – | |
| BGCP | BGC PARTNERS INC CL Astock | $193,000 | -6.8% | 61,494 | 0.0% | 0.01% | -8.3% | |
| AFIN | Sell | THE NECESSITY RETAIL REIT IN COM CLASS Astock | $142,000 | -23.2% | 24,119 | -5.2% | 0.01% | -27.3% |
| NMRK | NEWMARK GROUP INC CL Astock | $122,000 | -16.4% | 15,142 | 0.0% | 0.01% | -22.2% | |
| CFFN | Buy | CAPITOL FED FINL INC COMstock | $120,000 | -5.5% | 14,408 | +3.9% | 0.01% | -12.5% |
| GNL | Sell | GLOBAL NET LEASE INC COM NEWstock | $107,000 | -30.1% | 10,001 | -7.6% | 0.01% | -33.3% |
| PLTR | New | PALANTIR TECHNOLOGIES INC CL Astock | $86,000 | – | 10,621 | +100.0% | 0.01% | – |
| MMAT | META MATERIALS INC COMstock | $67,000 | -36.8% | 102,855 | 0.0% | 0.00% | -33.3% | |
| New | DESTRA MULTI-ALTERNATIVE FD COMMON SHARESstock | $75,000 | – | 11,512 | +100.0% | 0.00% | – | |
| MCN | MADISON COVERED CALL & EQUIT COMstock | $65,000 | -4.4% | 10,000 | 0.0% | 0.00% | 0.0% | |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSput | $55,000 | – | 4,500 | +100.0% | 0.00% | – |
| MMMB | New | MAMAMANCINI S HLDGS INC COMstock | $55,000 | – | 50,000 | +100.0% | 0.00% | – |
| CGC | Sell | CANOPY GROWTH CORP COMstock | $58,000 | -6.5% | 21,317 | -1.8% | 0.00% | -25.0% |
| RIG | Buy | TRANSOCEAN LTD REG SHSstock | $42,000 | -23.6% | 16,911 | +2.4% | 0.00% | -33.3% |
| PFIE | PROFIRE ENERGY INC COMstock | $13,000 | -40.9% | 15,135 | 0.0% | 0.00% | 0.0% | |
| IWM | New | ISHARES TR RUSSELL 2000 ETFput | $16,000 | – | 1,500 | +100.0% | 0.00% | – |
| ROKU | Exit | ROKU INC COM CL Acall | $0 | – | -100 | -100.0% | 0.00% | – |
| XLY | SELECT SECTOR SPDR TR SBI CONS DISCRput | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
| PG | PROCTER AND GAMBLE CO COMput | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND FUNDetf | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| GHYG | ISHARES GLOBAL HIGH YIELD CORPORATE BONDetf | $3,000 | 0.0% | 71 | 0.0% | 0.00% | – | |
| NVDA | Exit | NVIDIA CORPORATION COMcall | $0 | – | -300 | -100.0% | 0.00% | – |
| CNSP | CNS PHARMACEUTICALS INC COMstock | $2,000 | -33.3% | 10,727 | 0.0% | 0.00% | – | |
| TGT | TARGET CORP COMcall | $2,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| ATVI | Exit | ACTIVISION BLIZZARD INC COMcall | $0 | – | -1,000 | -100.0% | 0.00% | – |
| BA | Exit | BOEING CO COMcall | $0 | – | -200 | -100.0% | 0.00% | – |
| C | Exit | CITIGROUP INC COM NEWcall | $0 | – | -1,500 | -100.0% | 0.00% | – |
| SPY | Exit | SPDR S&P 500 ETF TR TR UNITcall | $0 | – | -2,000 | -100.0% | 0.00% | – |
| XELA | Exit | EXELA TECHNOLOGIES INC COM NEWstock | $0 | – | -41,050 | -100.0% | 0.00% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC COMcall | $0 | – | -200 | -100.0% | 0.00% | – |
| SNDL | Exit | SUNDIAL GROWERS INC COMstock | $0 | – | -14,160 | -100.0% | 0.00% | – |
| QQQ | Exit | INVESCO QQQ TR UNIT SER 1call | $0 | – | -2,300 | -100.0% | 0.00% | – |
| PINS | Exit | PINTEREST INC CL Acall | $0 | – | -100 | -100.0% | 0.00% | – |
| SLV | Exit | ISHARES SILVER TR ISHAREScall | $0 | – | -7,000 | -100.0% | 0.00% | – |
| SMH | Exit | VANECK ETF TRUST SEMICONDUCTR ETFput | $0 | – | -3,000 | -100.0% | -0.00% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC COMput | $0 | – | -1,500 | -100.0% | -0.00% | – |
| AAPL | Exit | APPLE INC COMput | $0 | – | -3,000 | -100.0% | -0.00% | – |
| XLF | Exit | SELECT SECTOR SPDR TR FINANCIALput | $0 | – | -9,000 | -100.0% | -0.00% | – |
| BARK | Exit | BARK INC COMstock | $0 | – | -24,010 | -100.0% | -0.00% | – |
| NVG | Exit | NUVEEN AMT FREE MUN CR INC F COMetf | $0 | – | -11,105 | -100.0% | -0.01% | – |
| ET | Exit | ENERGY TRANSFER L P COM UT LTD PTNstock | $0 | – | -15,117 | -100.0% | -0.01% | – |
| PNR | Exit | PENTAIR PLC SHSstock | $0 | – | -4,559 | -100.0% | -0.01% | – |
| OGE | Exit | OGE ENERGY CORP COMstock | $0 | – | -5,331 | -100.0% | -0.01% | – |
| WRB | Exit | BERKLEY W R CORP COMstock | $0 | – | -3,041 | -100.0% | -0.01% | – |
| TRV | Exit | TRAVELERS COMPANIES INC COMstock | $0 | – | -1,190 | -100.0% | -0.01% | – |
| IGV | Exit | ISHARES TR EXPANDED TECHetf | $0 | – | -770 | -100.0% | -0.01% | – |
| BDX | Exit | BECTON DICKINSON & CO COMstock | $0 | – | -818 | -100.0% | -0.01% | – |
| SPHB | Exit | INVESCO EXCH TRADED FD TR II S&P 500 HB ETFetf | $0 | – | -3,542 | -100.0% | -0.01% | – |
| PPA | Exit | INVESCO EXCHANGE TRADED FD T AEROSPACE DEFNetf | $0 | – | -2,870 | -100.0% | -0.01% | – |
| SCZ | Exit | ISHARES TR EAFE SML CP ETFetf | $0 | – | -3,721 | -100.0% | -0.01% | – |
| BOND | Exit | PIMCO ETF TR ACTIVE BD ETFetf | $0 | – | -2,314 | -100.0% | -0.01% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC COMstock | $0 | – | -2,246 | -100.0% | -0.01% | – |
| GMF | Exit | SPDR INDEX SHS FDS ASIA PACIF ETFetf | $0 | – | -2,200 | -100.0% | -0.01% | – |
| SNAP | Exit | SNAP INC CL Astock | $0 | – | -16,609 | -100.0% | -0.01% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETFetf | $0 | – | -2,271 | -100.0% | -0.01% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS IN CL Astock | $0 | – | -2,360 | -100.0% | -0.02% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETFetf | $0 | – | -5,274 | -100.0% | -0.02% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L COMstock | $0 | – | -10,612 | -100.0% | -0.02% | – |
| SPEM | Exit | SPDR INDEX SHS FDS PORTFOLIO EMG MKetf | $0 | – | -7,700 | -100.0% | -0.02% | – |
| SPSM | Exit | SPDR SER TR PORTFOLIO S&P600etf | $0 | – | -8,008 | -100.0% | -0.02% | – |
| GOVT | Exit | ISHARES TR US TREAS BD ETFetf | $0 | – | -11,785 | -100.0% | -0.02% | – |
| HTA | Exit | HEALTHCARE TR AMER INC CL A NEWstock | $0 | – | -10,269 | -100.0% | -0.02% | – |
| Exit | J P MORGAN EXCHANGE TRADED F INTRNL RES EQTetf | $0 | – | -6,105 | -100.0% | -0.02% | – | |
| SHYG | Exit | ISHARES TR 0-5YR HI YL CPetf | $0 | – | -8,428 | -100.0% | -0.02% | – |
| DOCU | Exit | DOCUSIGN INC COMstock | $0 | – | -5,743 | -100.0% | -0.02% | – |
| FTSL | Exit | FIRST TR EXCHANGE-TRADED FD SENIOR LN FDetf | $0 | – | -7,953 | -100.0% | -0.02% | – |
| SPMB | Exit | SPDR SER TR PORT MTG BK ETFetf | $0 | – | -16,114 | -100.0% | -0.02% | – |
| IYR | Exit | ISHARES TR U.S. REAL ES ETFetf | $0 | – | -4,126 | -100.0% | -0.02% | – |
| COMT | Exit | ISHARES U S ETF TR GSCI CMDTY STGYetf | $0 | – | -10,464 | -100.0% | -0.03% | – |
| ASO | Exit | ACADEMY SPORTS & OUTDOORS IN COMstock | $0 | – | -13,100 | -100.0% | -0.03% | – |
| FL | Exit | FOOT LOCKER INC COMstock | $0 | – | -37,300 | -100.0% | -0.06% | – |
| EOG | Exit | EOG RES INC COMstock | $0 | – | -12,632 | -100.0% | -0.08% | – |
| PICK | Exit | ISHARES INC MSCI GBL ETF NEWetf | $0 | – | -39,623 | -100.0% | -0.08% | – |
| DAL | Exit | DELTA AIR LINES INC DEL COM NEWstock | $0 | – | -49,431 | -100.0% | -0.09% | – |
| TXRH | Exit | TEXAS ROADHOUSE INC COMstock | $0 | – | -33,302 | -100.0% | -0.15% | – |
| VMC | Exit | VULCAN MATLS CO COMstock | $0 | – | -17,434 | -100.0% | -0.15% | – |
| EQIX | Exit | EQUINIX INC COMstock | $0 | – | -4,095 | -100.0% | -0.16% | – |
| SYK | Exit | STRYKER CORPORATION COMstock | $0 | – | -15,136 | -100.0% | -0.18% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW COMstock | $0 | – | -38,514 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-08
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.