Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 8 | Q3 2023 | 6.2% |
JOHNSON & JOHNSON | 8 | Q3 2023 | 6.5% |
NVIDIA CORPORATION | 8 | Q3 2023 | 6.1% |
LAM RESEARCH CORP | 8 | Q3 2023 | 3.5% |
BOEING CO | 8 | Q3 2023 | 5.1% |
MICROSOFT CORP | 8 | Q3 2023 | 3.6% |
SELECT SECTOR SPDR TR | 8 | Q3 2023 | 4.5% |
ADVANCED MICRO DEVICES INC | 8 | Q3 2023 | 6.3% |
FIDELITY COVINGTON TRUST | 8 | Q3 2023 | 2.4% |
ISHARES TR | 8 | Q3 2023 | 2.3% |
View PRIMORIS WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-02-08 |
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.