CIK 1909619
PRIMORIS WEALTH ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
111
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 101–111 of 111
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO. | 683 | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 4K | $100K–$500K | SH |
| IHF | ISHARES TR | 5K | $100K–$500K | SH |
| AGG | ISHARES TR | 2K | $100K–$500K | SH |
| ETJ | EATON VANCE RISK-MANAGED DIV | 16K | $100K–$500K | SH |
| THW | ABRDN WORLD HEALTHCARE FUND | 11K | $100K–$500K | SH |
| TOKE | CAMBRIA ETF TR | 18K | $100K–$500K | SH |
| USA | LIBERTY ALL STAR EQUITY FD | 13K | $50K–$100K | SH |
| POWW | OUTDOOR HOLDING CO | 19K | $15K–$50K | SH |
| WETH | WETOUCH TECHNOLOGY INC | 22K | $15K–$50K | SH |
| GWH | ESS TECH INC | 10K | $15K–$50K | SH |