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| Name: |
PRIMORIS WEALTH ADVISORS LLC |
| City: |
North Palm Beach |
| State: |
FL |
| Zip: |
33403 |
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data |
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Filing Period: |
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| Holdings
Found :
13 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
LRCX |
Lam Research Corp |
10 |
- |
$1,038.50 |
$3,437,000 |
3,537 |
2.76% |
666,000 |
0 |
0.002 |
Semiconductor Equipme... |
|
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SPY |
Standard & Poors Depository... |
33 |
- |
$542.45 |
$1,308,000 |
2,500 |
1.05% |
120,000 |
0 |
0 |
Closed - End Fund - E... |
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GIS |
General Mills Inc |
41 |
- |
$65.61 |
$912,000 |
13,038 |
0.73% |
63,000 |
0 |
0.002 |
Food - Major Diversified |
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NOW |
Servicenow, Inc. |
45 |
- |
$709.76 |
$762,000 |
999 |
0.61% |
56,000 |
0 |
0.001 |
Information Technolog... |
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VV |
Vanguard Large Cap VIPERS |
46 |
- |
$248.72 |
$756,000 |
3,153 |
0.61% |
68,000 |
0 |
0.002 |
Closed - End Fund - E... |
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HON |
Honeywell International Inc |
63 |
- |
$208.63 |
$454,000 |
2,212 |
0.36% |
-10,000 |
0 |
0 |
Conglomerates |
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ETE |
Energy Transfer Equity LP |
70 |
- |
$15.30 |
$354,000 |
22,500 |
0.28% |
43,000 |
0 |
0.001 |
Oil & Gas Pipelines &... |
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XLK |
SPDR Technology Sector |
73 |
- |
$226.82 |
$321,000 |
1,541 |
0.26% |
24,000 |
0 |
0.001 |
Closed - End Fund - E... |
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EIX |
Edison International |
77 |
- |
$73.45 |
$297,000 |
4,201 |
0.24% |
-3,000 |
0 |
0.001 |
Electric Utilities |
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VWO |
Vanguard Emerging Markets S... |
83 |
- |
$43.64 |
$230,000 |
5,502 |
0.18% |
4,000 |
0 |
0 |
Closed - End Fund - E... |
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NGG |
National Grid Transco Plc (... |
84 |
- |
$56.15 |
$226,000 |
3,310 |
0.18% |
1,000 |
0 |
0 |
Foreign Utilities |
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RLJ |
Rlj Lodging Trust |
85 |
- |
$24.94 |
$219,000 |
8,925 |
0.18% |
-5,000 |
0 |
0.005 |
REIT - Hotel/Motel |
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MS |
Morgan Stanley |
86 |
- |
$95.21 |
$217,000 |
2,305 |
0.17% |
2,000 |
0 |
0 |
Investment Brokerage ... |
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