Primoris Wealth Advisors, LLC - Q42025 Holdings

Primoris Wealth Advisors, LLC holds 111 stocks with a total portfolio value of $ 167.16M as of Q42025. In Q42025, Primoris Wealth Advisors, LLC added 13 new positions, increased stakes in 29 stocks, reduced 40 holdings, and fully exited 8 positions. The largest holding is Fidelity Covington Trust (FTEC), representing 4.92% of the total portfolio.