PRIMORIS WEALTH ADVISORS, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 1, 2024
Value $
$125M
Signature - Title
Raymond L. Eaton - CCO
Location
9250 Alternate A1 A, Suite A, North Palm Beach, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 96 $125M +$20.9M -$19.2M +$1.67M FBND, AMZN, FTEC, NVDA, AAPL 13F-HR 8/1/2024, 03:37 PM
Q1 2024 93 $124M +$25.3M -$14.6M +$10.7M FBND, FTEC, META, AMZN, NVDA 13F-HR 5/7/2024, 11:31 AM
Q4 2023 85 $106M +$37.2M -$20.2M +$17M FBND, AAPL, FTEC, LMT, BA 13F-HR 2/15/2024, 08:44 AM
Q3 2023 76 $80.8M +$19.5M -$21.6M -$2.05M FBND, EWJ, AAPL, INDA, LMT 13F-HR 10/31/2023, 02:02 PM
Q2 2023 68 $91.2M +$30.5M -$9.4M +$21.1M XLP, EWY, AAPL, LMT, XLU 13F-HR 8/3/2023, 01:10 PM
Q1 2023 69 $81.2M +$25.7M -$7.75M +$17.9M HSY, ATVI, LMT, AAPL, BABA 13F-HR 4/25/2023, 04:55 PM
Q4 2022 62 $64.9M +$19.9M -$3.66M +$16.3M HSY, LMT, JNJ, ATVI, UUP 13F-HR 2/3/2023, 11:50 AM
Q3 2022 59 $50.8M +$9.81M -$7.57M +$2.24M UUP, LMT, AAPL, JNJ, TZA 13F-HR 10/20/2022, 04:46 PM
Q2 2022 75 $66.1M +$8.05M -$17.7M -$9.62M LMT, AAPL, JNJ, NVDA, AMD 13F-HR 7/29/2022, 02:05 PM
Q1 2022 77 $107M +$34.7M -$18.4M +$16.3M AMD, NVDA, BA, SLV, SEDG 13F-HR 4/29/2022, 11:21 AM
Q4 2021 83 $119M TJX, NVDA, DELL, BA, CF 13F-HR 2/8/2022, 02:24 PM