PRIMORIS WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 1, 2024
Value $
$138M
Signature - Title
Raymond L. Eaton - CCO
Location
North Palm Beach, FL
Summary
This page shows a list of all the recent 13F filings made by PRIMORIS WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PRIMORIS WEALTH ADVISORS, LLC reported 101 stock holdings with total value $138M as of Q3 2024. Top holdings included FBND, XLU, AAPL, LMT, and FTEC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 101 $138M +$18.4M -$13.9M +$4.49M FBND, XLU, AAPL, LMT, FTEC 13F-HR 11/1/2024, 03:46 PM
Q2 2024 96 $125M +$20.9M -$19.2M +$1.66M FBND, AMZN, FTEC, NVDA, AAPL 13F-HR 8/1/2024, 03:37 PM
Q1 2024 95 $124M +$25.3M -$14.7M +$10.6M FBND, FTEC, META, AMZN, NVDA 13F-HR 5/7/2024, 11:31 AM
Q4 2023 85 $106M +$37.2M -$19.7M +$17.5M FBND, AAPL, FTEC, LMT, BA 13F-HR 2/15/2024, 08:44 AM
Q3 2023 70 $80.8M +$19.5M -$21.6M -$2.05M FBND, EWJ, AAPL, INDA, LMT 13F-HR 10/31/2023, 02:02 PM
Q2 2023 68 $91.2M +$30.5M -$22M +$8.51M XLP, EWY, AAPL, LMT, XLU 13F-HR 8/3/2023, 01:10 PM
Q1 2023 69 $81.2M +$25.7M -$14.6M +$11.1M HSY, ATVI, LMT, AAPL, BABA 13F-HR 4/25/2023, 04:55 PM
Q4 2022 62 $64.9M +$19.9M -$14.3M +$5.62M HSY, LMT, JNJ, ATVI, UUP 13F-HR 2/3/2023, 12:50 PM
Q3 2022 60 $56M +$15M -$19M -$3.95M SQQQ, UUP, LMT, AAPL, JNJ 13F-HR 10/20/2022, 04:46 PM
Q2 2022 77 $66.1M +$8.05M -$28.6M -$20.6M LMT, AAPL, JNJ, NVDA, AMD 13F-HR 7/29/2022, 02:05 PM
Q1 2022 77 $107M +$34.3M -$43.8M -$9.5M AMD, NVDA, BA, SLV, SEDG 13F-HR 4/29/2022, 11:21 AM
Q4 2021 86 $119M $0 $0 TJX, NVDA, DELL, BA, CF 13F-HR 2/8/2022, 03:24 PM