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  Name: PRIMORIS WEALTH ADVISORS LLC
  City: North Palm Beach
  State: FL
  Zip: 33403
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $124,505,000
  Total Value Change : $18,469,000
  Securities Held Change : 10
   
All Securities Held : 95
  New Positions : 16
  Closed Positions : 6
  Increased Positions : 35
  Unchanged Positions : 13
  Decreased Positions : 31

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (JD)1 Year Chart         JD JD.com 99 Closed $35.27 $0 0 0% -1,271,000 -44,000 0    Internet Service Prov...
   (GD)1 Year Chart         GD General Dynamics Corp 98 Closed $299.02 $0 0 0% -402,000 -1,547 0    Aerospace/Defense - M...
   (DLR)1 Year Chart         DLR Digital Realty Trust Inc 97 Closed $143.83 $0 0 0% -1,483,000 -11,020 0    REIT - Diversified
   (OLED)1 Year Chart         OLED Universal Display Corp 96 Closed $173.14 $0 0 0% -3,870,000 -20,268 0    Computer Peripherals
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 101 Closed $319.89 $0 0 0% -1,236,000 -5,250 0    Diversified Computer ...
   (URNM)1 Year Chart         URNM Sprott Uranium Miners Etf 100 Closed $57.66 $0 0 0% -241,000 -5,000 0    N/A

      6 Records Found
  1    
Page 1 of 1
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