141 is the total number of securities PRIMORIS WEALTH ADVISORS, LLC has owned. The longest PRIMORIS WEALTH ADVISORS, LLC has owned a single stock is 8 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 8 | 8 | 3.45% | 4.95% | 6.21% | Q4 2021 | Q3 2023 | 8 |
JNJ | JOHNSON & JOHNSON | 8 | 8 | 2.51% | 3.87% | 6.48% | Q4 2021 | Q3 2023 | 8 |
NVDA | NVIDIA CORPORATION | 8 | 8 | 2.19% | 3.85% | 6.06% | Q4 2021 | Q3 2023 | 8 |
LRCX | LAM RESEARCH CORP | 8 | 8 | 2.31% | 2.87% | 3.47% | Q4 2021 | Q3 2023 | 8 |
BA | BOEING CO | 8 | 8 | 1.20% | 2.69% | 5.12% | Q4 2021 | Q3 2023 | 8 |
MSFT | MICROSOFT CORP | 8 | 8 | 2.14% | 2.56% | 3.62% | Q4 2021 | Q3 2023 | 8 |
XLU | SELECT SECTOR SPDR TR | 8 | 8 | 0.56% | 2.17% | 4.47% | Q4 2021 | Q3 2023 | 8 |
AMD | ADVANCED MICRO DEVICES... | 8 | 8 | 0.28% | 2.09% | 6.27% | Q4 2021 | Q3 2023 | 8 |
FDVV | FIDELITY COVINGTON TRUST | 8 | 8 | 1.43% | 1.89% | 2.36% | Q4 2021 | Q3 2023 | 8 |
IHI | ISHARES TR | 8 | 8 | 1.48% | 1.88% | 2.30% | Q4 2021 | Q3 2023 | 8 |
FVAL | FIDELITY COVINGTON TRUST | 8 | 8 | 1.33% | 1.79% | 2.25% | Q4 2021 | Q3 2023 | 8 |
FTEC | FIDELITY COVINGTON TRUST | 8 | 8 | 1.50% | 1.63% | 1.92% | Q4 2021 | Q3 2023 | 8 |
XLP | SELECT SECTOR SPDR TR | 8 | 8 | 0.36% | 1.61% | 6.29% | Q4 2021 | Q3 2023 | 8 |
GOOG | ALPHABET INC | 8 | 8 | 1.04% | 1.28% | 1.67% | Q4 2021 | Q3 2023 | 8 |
GIS | GENERAL MLS INC | 8 | 8 | 0.71% | 1.24% | 1.79% | Q4 2021 | Q3 2023 | 8 |
NOW | SERVICENOW INC | 8 | 8 | 0.59% | 1.17% | 2.07% | Q4 2021 | Q3 2023 | 8 |
WMT | WALMART INC | 8 | 8 | 0.48% | 1.16% | 3.98% | Q4 2021 | Q3 2023 | 8 |
SPY | SPDR S&P 500 ETF TR | 8 | 8 | 0.78% | 1.09% | 1.47% | Q4 2021 | Q3 2023 | 8 |
FDRR | FIDELITY COVINGTON TRUST | 8 | 8 | 0.47% | 1.01% | 1.60% | Q4 2021 | Q3 2023 | 8 |
POWW | AMMO INC | 8 | 8 | 0.41% | 0.94% | 2.20% | Q4 2021 | Q3 2023 | 8 |
SRLN | SSGA ACTIVE ETF TR | 8 | 8 | 0.56% | 0.94% | 1.60% | Q4 2021 | Q3 2023 | 8 |
UTF | COHEN & STEERS INFRAST... | 8 | 8 | 0.64% | 0.93% | 1.26% | Q4 2021 | Q3 2023 | 8 |
TJX | TJX COS INC NEW | 8 | 8 | 0.23% | 0.88% | 4.38% | Q4 2021 | Q3 2023 | 8 |
AMZN | AMAZON COM INC | 8 | 8 | 0.47% | 0.86% | 1.98% | Q4 2021 | Q3 2023 | 8 |
V | VISA INC | 8 | 8 | 0.50% | 0.73% | 0.94% | Q4 2021 | Q3 2023 | 8 |
HD | HOME DEPOT INC | 8 | 8 | 0.43% | 0.61% | 0.80% | Q4 2021 | Q3 2023 | 8 |
WM | WASTE MGMT INC DEL | 8 | 8 | 0.39% | 0.58% | 0.83% | Q4 2021 | Q3 2023 | 8 |
THW | TEKLA WORLD HEALTHCARE FD | 8 | 8 | 0.40% | 0.58% | 0.77% | Q4 2021 | Q3 2023 | 8 |
GOOGL | ALPHABET INC | 8 | 8 | 0.40% | 0.56% | 0.69% | Q4 2021 | Q3 2023 | 8 |
HON | HONEYWELL INTL INC | 8 | 8 | 0.37% | 0.53% | 0.73% | Q4 2021 | Q3 2023 | 8 |
BME | BLACKROCK HEALTH SCIEN... | 8 | 8 | 0.34% | 0.43% | 0.58% | Q4 2021 | Q3 2023 | 8 |
PG | PROCTER AND GAMBLE CO | 8 | 8 | 0.29% | 0.41% | 0.52% | Q4 2021 | Q3 2023 | 8 |
IHF | ISHARES TR | 8 | 8 | 0.26% | 0.36% | 0.50% | Q4 2021 | Q3 2023 | 8 |
EIX | EDISON INTL | 8 | 8 | 0.23% | 0.34% | 0.42% | Q4 2021 | Q3 2023 | 8 |
RLJPRA | RLJ LODGING TR | 8 | 8 | 0.24% | 0.33% | 0.46% | Q4 2021 | Q3 2023 | 8 |
NGG | NATIONAL GRID PLC | 8 | 8 | 0.23% | 0.32% | 0.38% | Q4 2021 | Q3 2023 | 8 |
ETJ | EATON VANCE RISK-MANAG... | 8 | 8 | 0.18% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 8 |
NDMO | NUVEEN DYNAMIC MUN OPP... | 8 | 8 | 0.13% | 0.20% | 0.36% | Q4 2021 | Q3 2023 | 8 |
USA | LIBERTY ALL STAR EQUIT... | 8 | 8 | 0.14% | 0.18% | 0.24% | Q4 2021 | Q3 2023 | 8 |
LMT | LOCKHEED MARTIN CORP | 7 | 7 | 4.07% | 5.46% | 7.01% | Q1 2022 | Q3 2023 | 7 |
SLV | ISHARES SILVER TR | 7 | 7 | 0.64% | 1.51% | 4.58% | Q1 2022 | Q3 2023 | 7 |
ABNB | AIRBNB INC | 7 | 7 | 0.23% | 0.57% | 0.94% | Q4 2021 | Q2 2023 | 7 |
GAB | GABELLI EQUITY TR INC | 7 | 7 | 0.09% | 0.11% | 0.16% | Q4 2021 | Q2 2023 | 7 |
GLD | SPDR GOLD TR | 6 | 6 | 0.98% | 1.96% | 3.12% | Q2 2022 | Q3 2023 | 6 |
GDX | VANECK ETF TRUST | 6 | 6 | 0.90% | 1.73% | 3.03% | Q1 2022 | Q2 2023 | 6 |
BRKB | BERKSHIRE HATHAWAY INC... | 6 | 6 | 0.52% | 0.84% | 1.15% | Q2 2022 | Q3 2023 | 6 |
NEE | NEXTERA ENERGY INC | 6 | 6 | 0.38% | 0.57% | 0.75% | Q4 2021 | Q1 2023 | 6 |
DRAFTKINGS INC NEW | 6 | 6 | 0.23% | 0.36% | 0.60% | Q2 2022 | Q3 2023 | 6 | |
QQQ | INVESCO QQQ TR | 3 | 3 | 0.26% | 0.31% | 0.50% | Q4 2021 | Q3 2023 | 6 |
XLK | SELECT SECTOR SPDR TR | 3 | 3 | 0.22% | 0.27% | 0.31% | Q4 2021 | Q3 2023 | 6 |
NZF | NUVEEN MUNICIPAL CREDI... | 6 | 6 | 0.15% | 0.25% | 0.39% | Q2 2022 | Q3 2023 | 6 |
MSOS | ADVISORSHARES TR | 6 | 6 | 0.09% | 0.20% | 0.30% | Q4 2021 | Q1 2023 | 6 |
MS | MORGAN STANLEY | 3 | 2 | 0.19% | 0.25% | 0.35% | Q4 2021 | Q2 2023 | 5 |
PROSHARES TR | 3 | 1 | 1.86% | 4.09% | 9.27% | Q3 2022 | Q3 2023 | 4 | |
SEDG | SOLAREDGE TECHNOLOGIES... | 4 | 4 | 1.42% | 3.05% | 4.56% | Q4 2021 | Q3 2022 | 4 |
FNV | FRANCO NEV CORP | 4 | 4 | 2.30% | 2.73% | 3.30% | Q4 2022 | Q3 2023 | 4 |
TZA | DIREXION SHS ETF TR | 3 | 1 | 0.24% | 1.65% | 3.92% | Q3 2022 | Q3 2023 | 4 |
RBLX | ROBLOX CORP | 3 | 1 | 0.26% | 1.28% | 2.86% | Q4 2021 | Q1 2023 | 4 |
SPXS | DIREXION SHS ETF TR | 3 | 1 | 0.79% | 1.13% | 2.06% | Q3 2022 | Q3 2023 | 4 |
HBAN | HUNTINGTON BANCSHARES INC | 4 | 4 | 0.34% | 0.88% | 1.50% | Q1 2022 | Q4 2022 | 4 |
VOO | VANGUARD INDEX FDS | 4 | 4 | 0.49% | 0.59% | 0.65% | Q2 2022 | Q1 2023 | 4 |
PGRE | PARAMOUNT GROUP INC | 4 | 4 | 0.16% | 0.58% | 1.12% | Q2 2022 | Q1 2023 | 4 |
TRIP | TRIPADVISOR INC | 4 | 4 | 0.33% | 0.36% | 0.40% | Q4 2021 | Q3 2022 | 4 |
HSY | HERSHEY CO | 3 | 3 | 0.81% | 5.27% | 7.64% | Q4 2022 | Q2 2023 | 3 |
CF | CF INDS HLDGS INC | 3 | 3 | 3.40% | 3.70% | 4.00% | Q4 2021 | Q2 2022 | 3 |
BABA | ALIBABA GROUP HLDG LTD | 3 | 3 | 1.68% | 3.10% | 4.56% | Q1 2023 | Q3 2023 | 3 |
MLCO | MELCO RESORTS AND ENTM... | 3 | 3 | 0.97% | 3.00% | 4.07% | Q1 2023 | Q3 2023 | 3 |
FB | META PLATFORMS INC | 2 | 1 | 0.86% | 2.75% | 3.85% | Q1 2022 | Q3 2023 | 3 |
DE | DEERE & CO | 3 | 3 | 0.55% | 1.36% | 2.74% | Q1 2023 | Q3 2023 | 3 |
SWBI | SMITH & WESSON BRANDS INC | 3 | 3 | 0.54% | 1.20% | 2.00% | Q4 2021 | Q2 2022 | 3 |
MPC | MARATHON PETE CORP | 3 | 3 | 0.56% | 0.96% | 1.32% | Q4 2021 | Q2 2022 | 3 |
IBB | ISHARES TR | 3 | 3 | 0.25% | 0.72% | 1.59% | Q4 2021 | Q2 2022 | 3 |
PAVE | GLOBAL X FDS | 3 | 3 | 0.52% | 0.53% | 0.55% | Q4 2021 | Q2 2022 | 3 |
IBM | INTERNATIONAL BUSINESS... | 1 | 1 | 0.25% | 0.29% | 0.32% | Q2 2022 | Q3 2023 | 3 |
VZ | VERIZON COMMUNICATIONS... | 3 | 3 | 0.20% | 0.28% | 0.41% | Q4 2021 | Q2 2022 | 3 |
TFC | TRUIST FINL CORP | 3 | 3 | 0.21% | 0.25% | 0.30% | Q4 2021 | Q2 2022 | 3 |
NCLH | NORWEGIAN CRUISE LINE ... | 3 | 3 | 0.18% | 0.20% | 0.23% | Q4 2021 | Q2 2022 | 3 |
NAN | NUVEEN NEW YORK QLT MU... | 3 | 3 | 0.14% | 0.16% | 0.19% | Q4 2021 | Q2 2022 | 3 |
UUP | INVESCO DB US DLR INDE... | 2 | 2 | 6.08% | 6.87% | 7.66% | Q3 2022 | Q4 2022 | 2 |
ATVI | ACTIVISION BLIZZARD INC | 2 | 2 | 6.14% | 6.32% | 6.50% | Q4 2022 | Q1 2023 | 2 |
INDA | ISHARES TR | 2 | 2 | 4.22% | 4.50% | 4.77% | Q2 2023 | Q3 2023 | 2 |
FBND | FIDELITY MERRIMACK STR TR | 2 | 2 | 1.99% | 4.38% | 6.76% | Q2 2023 | Q3 2023 | 2 |
AWK | AMERICAN WTR WKS CO IN... | 2 | 2 | 3.43% | 3.95% | 4.46% | Q2 2023 | Q3 2023 | 2 |
XLV | SELECT SECTOR SPDR TR | 2 | 2 | 1.73% | 3.10% | 4.47% | Q2 2023 | Q3 2023 | 2 |
URA | GLOBAL X FDS | 2 | 2 | 0.90% | 2.51% | 4.13% | Q4 2022 | Q1 2023 | 2 |
VMC | VULCAN MATLS CO | 2 | 2 | 1.58% | 2.35% | 3.12% | Q4 2021 | Q1 2022 | 2 |
TTD | THE TRADE DESK INC | 2 | 2 | 2.18% | 2.26% | 2.33% | Q4 2021 | Q1 2022 | 2 |
FCX | FREEPORT-MCMORAN INC | 2 | 2 | 1.09% | 1.63% | 2.17% | Q4 2021 | Q1 2022 | 2 |
PXD | PIONEER NAT RES CO | 2 | 2 | 0.82% | 1.38% | 1.95% | Q1 2022 | Q2 2022 | 2 |
FANG | DIAMONDBACK ENERGY INC | 2 | 2 | 1.12% | 1.33% | 1.53% | Q4 2021 | Q1 2022 | 2 |
CHPT | CHARGEPOINT HOLDINGS INC | 2 | 2 | 0.42% | 1.32% | 2.23% | Q2 2023 | Q3 2023 | 2 |
SPT | SPROUT SOCIAL INC | 2 | 2 | 0.39% | 0.46% | 0.53% | Q4 2021 | Q1 2022 | 2 |
BKN | BLACKROCK INVT QUALITY... | 2 | 2 | 0.36% | 0.42% | 0.47% | Q2 2023 | Q3 2023 | 2 |
DKNG | DRAFTKINGS INC | 2 | 2 | 0.26% | 0.27% | 0.27% | Q4 2021 | Q1 2022 | 2 |
IJR | ISHARES TR | 2 | 2 | 0.24% | 0.24% | 0.25% | Q4 2021 | Q1 2022 | 2 |
MU | MICRON TECHNOLOGY INC | 2 | 2 | 0.17% | 0.23% | 0.29% | Q4 2021 | Q1 2022 | 2 |
FENY | FIDELITY COVINGTON TRUST | 2 | 2 | 0.17% | 0.21% | 0.24% | Q4 2021 | Q1 2022 | 2 |
FMAT | FIDELITY COVINGTON TRUST | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
NEV | NUVEEN ENHANCED MUN VA... | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
BIGBEAR AI HLDGS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 | |
EWY | ISHARES INC | 1 | 1 | 5.89% | 5.89% | 5.89% | Q2 2023 | Q2 2023 | 1 |
EWJ | ISHARES INC | 1 | 1 | 5.55% | 5.55% | 5.55% | Q3 2023 | Q3 2023 | 1 |
ASHR | DBX ETF TR | 1 | 1 | 4.30% | 4.30% | 4.30% | Q2 2022 | Q2 2022 | 1 |
NKE | NIKE INC | 1 | 1 | 4.09% | 4.09% | 4.09% | Q1 2023 | Q1 2023 | 1 |
DELL | DELL TECHNOLOGIES INC | 1 | 1 | 4.04% | 4.04% | 4.04% | Q4 2021 | Q4 2021 | 1 |
OLED | UNIVERSAL DISPLAY CORP | 1 | 1 | 4.00% | 4.00% | 4.00% | Q3 2023 | Q3 2023 | 1 |
PFE | PFIZER INC | 1 | 1 | 3.47% | 3.47% | 3.47% | Q4 2022 | Q4 2022 | 1 |
PPG | PPG INDS INC | 1 | 1 | 3.37% | 3.37% | 3.37% | Q4 2021 | Q4 2021 | 1 |
THC | TENET HEALTHCARE CORP | 1 | 1 | 3.30% | 3.30% | 3.30% | Q3 2023 | Q3 2023 | 1 |
UNP | UNION PAC CORP | 1 | 1 | 3.06% | 3.06% | 3.06% | Q4 2021 | Q4 2021 | 1 |
WEAT | TEUCRIUM COMMODITY TR | 1 | 1 | 2.56% | 2.56% | 2.56% | Q2 2022 | Q2 2022 | 1 |
NEM | NEWMONT CORP | 1 | 1 | 2.51% | 2.51% | 2.51% | Q1 2023 | Q1 2023 | 1 |
ICE | INTERCONTINENTAL EXCHA... | 1 | 1 | 2.44% | 2.44% | 2.44% | Q4 2021 | Q4 2021 | 1 |
STLD | STEEL DYNAMICS INC | 1 | 1 | 2.30% | 2.30% | 2.30% | Q4 2021 | Q4 2021 | 1 |
DVN | DEVON ENERGY CORP NEW | 1 | 1 | 2.17% | 2.17% | 2.17% | Q1 2022 | Q1 2022 | 1 |
MCD | MCDONALDS CORP | 1 | 1 | 1.57% | 1.57% | 1.57% | Q3 2023 | Q3 2023 | 1 |
XOP | SPDR SER TR | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2023 | Q3 2023 | 1 |
BARCLAYS BANK PLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q3 2023 | Q3 2023 | 1 | |
REAL | THE REALREAL INC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2021 | Q4 2021 | 1 |
EPV | PROSHARES TR | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2022 | Q3 2022 | 1 |
WWE | WORLD WRESTLING ENTMT INC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2021 | Q4 2021 | 1 |
SJB | PROSHARES TR | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2022 | Q2 2022 | 1 |
ADBE | ADOBE SYSTEMS INCORPOR... | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2021 | Q4 2021 | 1 |
ACN | ACCENTURE PLC IRELAND | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2021 | Q4 2021 | 1 |
AEO | AMERICAN EAGLE OUTFITT... | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2021 | Q4 2021 | 1 |
JPM | JPMORGAN CHASE & CO | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2021 | Q4 2021 | 1 |
ZTS | ZOETIS INC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2021 | Q4 2021 | 1 |
FIVE | FIVE BELOW INC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2021 | Q4 2021 | 1 |
WDAY | WORKDAY INC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 |
GENERAL ELECTRIC CO | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2021 | Q4 2021 | 1 | |
XLRE | SELECT SECTOR SPDR TR | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2022 | Q2 2022 | 1 |
TLT | ISHARES TR | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2022 | Q2 2022 | 1 |
ITA | ISHARES TR | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2022 | Q2 2022 | 1 |
KO | COCA COLA CO | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
SCJ | ISHARES INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
VUG | VANGUARD INDEX FDS | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2022 | Q2 2022 | 1 |
CCD | CALAMOS DYNAMIC CONV &... | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
BIT | BLACKROCK MULTI SECTOR... | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
SQ | BLOCK INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
PFF | ISHARES TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
NYCB | NEW YORK CMNTY BANCORP... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
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The securities at the top of the list , including APPLE INC, JOHNSON & JOHNSON, and NVIDIA CORPORATION, are the highest-conviction holdings of PRIMORIS WEALTH ADVISORS, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by PRIMORIS WEALTH ADVISORS, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that PRIMORIS WEALTH ADVISORS, LLC owns currently or has owned in the past.