Instuitional Investor - Primoris Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Primoris Wealth Advisors, Llc |
| Portfolio Value | $131,457,423 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Covington Trust | 53,567 | $9,903,540 | 7.53% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 142,483 | $6,393,167 | 4.86% | |
| 3. | IEF | 21,784 | $6,269,889 | 4.76% | |
| 4. | AAPL | 21,955 | $5,497,973 | 4.18% | |
| 5. | Vanguard Index Fds - S&P 500 ETF SHS | 9,811 | $5,286,302 | 4.02% |
