| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 11 | Q2 2024 | 6.2% |
| NVIDIA CORPORATION | 11 | Q2 2024 | 6.1% |
| JOHNSON & JOHNSON | 11 | Q2 2024 | 6.5% |
| LAM RESEARCH CORP | 11 | Q2 2024 | 3.5% |
| BOEING CO | 11 | Q2 2024 | 5.1% |
| MICROSOFT CORP | 11 | Q2 2024 | 3.6% |
| FIDELITY COVINGTON TRUST | 11 | Q2 2024 | 4.6% |
| SELECT SECTOR SPDR TR | 11 | Q2 2024 | 4.5% |
| FIDELITY COVINGTON TRUST | 11 | Q2 2024 | 2.4% |
| FIDELITY COVINGTON TRUST | 11 | Q2 2024 | 2.2% |
View PRIMORIS WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-04-29 |
View PRIMORIS WEALTH 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.