Instuitional Investor - Primoris Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Primoris Wealth Advisors, Llc |
| Portfolio Value | $129,176,952 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 140,977 | $6,435,610 | 4.98% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 11,320 | $5,817,541 | 4.5% | |
| 3. | IEF | 21,298 | $5,442,322 | 4.21% | |
| 4. | Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM | 55,871 | $5,169,764 | 4% | |
| 5. | AAPL | 22,126 | $4,914,854 | 3.8% |
