PRIMORIS WEALTH ADVISORS, LLC
CIK
1909619
City
North Palm Beach
State / Country
FL
Top Portfolio Positions
58 positions ·
$77,945,896 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LRCX |
Lam Research Corp
Technology
|
33,072 | $7,066,163 | 9.07% | |
| AAPL |
Apple Inc.
Technology
|
21,591 | $5,479,579 | 7.03% | |
| MU |
Micron Technology Inc
Technology
|
15,088 | $5,097,329 | 6.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,672 | $4,721,897 | 6.06% | |
| AXGN |
Axogen, Inc.
Healthcare
|
139,200 | $4,611,696 | 5.92% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
21,578 | $4,389,612 | 5.63% | |
| NVDA |
Nvidia Corp
Technology
|
22,544 | $3,931,673 | 5.04% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
25,168 | $3,681,575 | 4.72% | |
| NEE |
Nextera Energy Inc
Utilities
|
35,280 | $3,276,806 | 4.20% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
17,713 | $2,928,667 | 3.76% |
Portfolio Trend
18 quarters · across all stocks
Holdings in MQY
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,470,101 | 133,889 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $520,941 | 46,101 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $525,415 | 45,100 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $501,061 | 45,100 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $585,500 | 50,000 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $593,280 | 51,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $530,955 | 40,500 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $239,460 | 19,500 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $153,125 | 12,500 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $121,900 | 10,000 | Shares | Sole | 2024-02-15 | |
| No 13F history on record for this holder in this stock. | ||||||