PRIMORIS WEALTH ADVISORS, LLC
Position in ELV — Elevance Health, Inc.
CIK 1909619
North Palm Beach, FL
Position in ELV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$328,720
New position
Shares Held
850
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,101
of 1,597 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026PRIMORIS WEALTH ADVISORS, LLC holds $625,895 across 2 Healthcare Plans names. ELV ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
850 | $328,720 | |
| 2 | UNH |
Unitedhealth Group Inc
|
715 | $297,175 |
All Filings in ELV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,720 | 850 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||