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 NDMO
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $561,226 | 54,541 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $549,763 | 54,540 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $566,670 | 54,540 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $574,392 | 57,040 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $610,880 | 59,540 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $631,260 | 63,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $700,625 | 62,500 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $664,200 | 61,500 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $577,170 | 53,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $346,850 | 35,000 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $294,300 | 30,000 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $279,675 | 27,500 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $116,270 | 11,000 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $109,340 | 11,000 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $113,080 | 11,000 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $122,320 | 11,000 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $144,210 | 11,000 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $183,040 | 11,000 | Shares | Sole | 2022-02-08 | |
| No 13F history on record for this holder in this stock. | ||||||