StockDriftsStockDriftsTop 50 Primoris Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 5.58% | 13.3K | $8.0M | +2.13%(+278) | $465.01(+46.75%) | 2026-03-31 | |
| FTEC | FIDELITY COVINGTON TRUST | 5.31% | 36.5K | $7.6M | -0.37%(-136) | $176.14(+53.71%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 4.95% | 33.1K | $7.1M | +0.00%(+0) | $64.36(+359.04%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.03% | 126.1K | $5.8M | +0.38%(+474) | $44.94(+1.26%) | 2026-03-31 | |
| FUTY | FIDELITY COVINGTON TRUST | 3.9% | 94.3K | $5.6M | +228.95%(+65.65K) | $54.91(+5.16%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.84% | 21.6K | $5.5M | -1.26%(-275) | $160.64(+86.05%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 3.57% | 15.1K | $5.1M | -3.61%(-565) | $140.60(+514.52%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.31% | 22.7K | $4.7M | +2.55%(+563) | $154.71(+74.61%) | 2026-03-31 | |
| AXGN | AXOGEN INC | 3.23% | 139.2K | $4.6M | -0.14%(-200) | $13.97(+188.33%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.08% | 10.1K | $4.4M | +11.31%(+1.02K) | $67.43(+29.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.87% | +51.57% |
| Top 20 Holdings Unweighted | +17.51% | +62.26% |
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