PRIMORIS WEALTH ADVISORS, LLC
CIK
1909619
City
North Palm Beach
State / Country
FL
Top Portfolio Positions
58 positions ·
$77,537,722 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LRCX |
Lam Research Corp
Technology
|
33,072 | $7,066,163 | 9.11% | |
| AAPL |
Apple Inc.
Technology
|
21,591 | $5,479,579 | 7.07% | |
| MU |
Micron Technology Inc
Technology
|
15,088 | $5,097,329 | 6.57% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,672 | $4,721,897 | 6.09% | |
| AXGN |
Axogen, Inc.
Healthcare
|
139,200 | $4,611,696 | 5.95% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
21,578 | $4,389,612 | 5.66% | |
| NVDA |
Nvidia Corp
Technology
|
22,544 | $3,931,673 | 5.07% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
25,168 | $3,681,575 | 4.75% | |
| NEE |
Nextera Energy Inc
Utilities
|
35,280 | $3,276,806 | 4.23% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
17,713 | $2,928,667 | 3.78% |
Portfolio Trend
18 quarters · across all stocks
Holdings in ETJ
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $131,365 | 16,079 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $141,781 | 16,075 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $144,478 | 16,071 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $145,245 | 16,067 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $135,901 | 16,064 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $199,727 | 21,453 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $197,554 | 21,450 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $188,295 | 21,446 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $186,998 | 22,395 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $173,844 | 22,174 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $169,743 | 22,102 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $197,567 | 24,035 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $178,612 | 22,467 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $168,000 | 22,400 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $168,708 | 20,400 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $166,762 | 19,900 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $203,034 | 20,550 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $219,679 | 20,550 | Shares | Sole | 2022-02-08 | |
| No 13F history on record for this holder in this stock. | ||||||