Sign In
test

Anthony Woodard

Prime Capital Investment Advisors, Llc

Assets Managed
$8.649B
Holdings
1025
Last Quarter
2026 - Q1
Filed Date
9d ago
Growth Rate
5.33%(2Q avg: 4.22%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Prime Capital Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1025 positions.

Assets under management

The assets under management (AUM) of Prime Capital Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 8.649B in assets, with a quarterly growth rate of 5.33% and a 2-quarter average growth rate of 4.22%. The portfolio is managed by Anthony Woodard, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -24.99%
4.23%
$365.261M
3.679M shares@ $99.28 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -2.69%
4.02%
$347.688M
1.084M shares@ $320.81 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 97.73%
3.53%
$305.045M
466,993 shares@ $653.22 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 4.44%
2.67%
$230.226M
1.616M shares@ $142.43 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -11.04%
2.64%
$228.213M
8.901M shares@ $25.65 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.88%
2.29%
$197.974M
780,141 shares@ $253.77 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.34%
2.29%
$197.319M
1.138M shares@ $173.33 avg price
VGK
Vanguard Ftse Europe Etf
Recent Activity
Decreased -5.43%
1.84%
$158.881M
1.927M shares@ $82.43 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -2.9%
1.54%
$132.767M
676,693 shares@ $196.2 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.06%
1.41%
$121.622M
203,535 shares@ $597.55 avg price

1-10 of 1025