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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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| Holdings
Found :
16 |
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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 |
|
IWO |
iShares Russell 2000 Growth |
7 |
New |
$265.15 |
$4,223,000 |
15,585 |
3.39% |
4,223,000 |
15,585 |
0.038 |
Closed - End Fund - E... |
|
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CLX |
Clorox Co |
11 |
New |
$135.62 |
$3,343,000 |
21,832 |
2.69% |
3,343,000 |
21,832 |
0.017 |
Cleaning Products |
|
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SMIN |
iShares Msci India Small Ca... |
12 |
New |
$0.00 |
$3,164,000 |
45,020 |
2.54% |
3,164,000 |
45,020 |
0.826 |
N/A |
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FWRG |
First Watch Restaurant Grou... |
26 |
New |
$0.00 |
$1,788,000 |
72,636 |
1.44% |
1,788,000 |
72,636 |
0.116 |
N/A |
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PM |
Philip Morris International... |
36 |
New |
$99.83 |
$1,215,000 |
13,263 |
0.98% |
1,215,000 |
13,263 |
0.001 |
Cigarettes & Other To... |
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EPHE |
Ishares Msci Philippines In... |
37 |
New |
$25.92 |
$1,129,000 |
40,850 |
0.91% |
1,129,000 |
40,850 |
0.973 |
Closed - End Fund - E... |
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EWY |
iShares MSCI-South Korea |
39 |
New |
$65.46 |
$973,000 |
14,500 |
0.78% |
973,000 |
14,500 |
0.002 |
Closed - End Fund - E... |
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KSA |
Ishares Msci Saudi Arabia Etf |
44 |
New |
$42.55 |
$773,000 |
17,500 |
0.62% |
773,000 |
17,500 |
0.01 |
N/A |
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GFI |
Gold Fields Limited (ADR) |
65 |
New |
$16.32 |
$446,000 |
30,050 |
0.36% |
446,000 |
30,050 |
0.003 |
Gold |
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VUG |
Vanguard Growth VIPERS |
71 |
New |
$350.63 |
$336,000 |
975 |
0.27% |
336,000 |
975 |
0 |
Closed - End Fund - E... |
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FNCL |
Fidelity MSCI Financials INDEX |
87 |
New |
$59.74 |
$204,000 |
3,432 |
0.16% |
204,000 |
3,432 |
0.017 |
N/A |
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IBIT |
iShares Bitcoin Trust |
88 |
New |
$38.28 |
$203,000 |
5,006 |
0.16% |
203,000 |
5,006 |
0.056 |
N/A |
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KGC |
Kinross Gold Corporation (USA) |
90 |
New |
$8.00 |
$164,000 |
26,800 |
0.13% |
164,000 |
26,800 |
0.002 |
Gold |
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BDRY |
Breakwave Dry Bulk Shipping... |
93 |
New |
$12.73 |
$139,000 |
10,000 |
0.11% |
139,000 |
10,000 |
0.011 |
N/A |
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ZS |
Zscaler Inc |
94 |
New |
$178.86 |
$50,000 |
258 |
0.04% |
50,000 |
258 |
0 |
N/A |
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BTG |
B2gold Corp. |
95 |
New |
$2.90 |
$28,000 |
20,765 |
0.02% |
28,000 |
20,765 |
0.002 |
N/A |
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