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Raymond L. Eaton

Primoris Wealth Advisors, Llc

Assets Managed
$142.727M
Holdings
96
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
-14.61%(2Q avg: -4.17%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Primoris Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 96 positions.

Assets under management

The assets under management (AUM) of Primoris Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 142.727M in assets, with a quarterly growth rate of -14.61% and a 2-quarter average growth rate of -4.17%. The portfolio is managed by Raymond L. Eaton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.14%
5.58%
$7.959M
13,319 shares@ $597.56 avg price
FTEC
Fidelity Msci Info Tech Etf
Recent Activity
Decreased -0.37%
5.32%
$7.585M
36,455 shares@ $208.06 avg price
LRCX
Lam Research Corp
Recent Activity
4.96%
$7.066M
33,072 shares@ $213.66 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 0.38%
4.04%
$5.753M
126,115 shares@ $45.63 avg price
FUTY
Fidelity Us Utilities Etf
Recent Activity
Increased 228.95%
3.91%
$5.572M
94,325 shares@ $59.08 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.25%
3.84%
$5.48M
21,591 shares@ $253.8 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -3.6%
3.58%
$5.097M
15,088 shares@ $337.85 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.55%
3.31%
$4.722M
22,672 shares@ $208.28 avg price
AXGN
Axogen Inc
Recent Activity
Decreased -0.14%
3.24%
$4.612M
139,200 shares@ $33.14 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 11.32%
3.08%
$4.392M
10,056 shares@ $436.79 avg price

1-10 of 96