Prime Capital Investment Advisors, LLC
CIK Number: 0001731446
8.57B
Market Value
889
# of Holdings
10 months
Avg. Holding Period
34.87%
Win Rate
62.88%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 293.93 | -0.86% | 1.25M | -2.7% | 363.67M | 219.77 | 5.28% |
| 2 | SCHX | Schwab U.S. Lar... | 23.65 | -0.88% | 11.14M | +190.06% | 258.14M | 15.81 | 3.75% |
| 3 | AAPL | Apple Inc. | 195.57 | -1.44% | 815.34K | +0.86% | 204.18M | 156.12 | 2.97% |
| 4 | ITOT | iShares Core S&... | 130.11 | -0.88% | 1.56M | -0.16% | 200.11M | 92.83 | 2.91% |
| 5 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 1.11M | +1.84% | 149.26M | 32.92 | 2.17% |
| 6 | AGG | iShares Core U.... | 98.08 | +0.33% | 1.51M | -1.92% | 146.02M | 101.35 | 2.12% |
| 7 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 338.43K | +1.86% | 142.65M | 288.8 | 2.07% |
| 8 | GOVT | iShares U.S. Tr... | 22.74 | +0.40% | 6.2M | -15.09% | 142.37M | 23.04 | 2.07% |
| 9 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 233.31K | -28.85% | 136.74M | 438.2 | 1.99% |
| 10 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 233.66K | -3.52% | 125.9M | 434.92 | 1.83% |
| 11 | VTV | Vanguard Value ... | 172.71 | -0.87% | 725.29K | -1.61% | 122.79M | 142.26 | 1.78% |
| 12 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 236.6K | -0.2% | 120.96M | 280.53 | 1.76% |
| 13 | IVV | iShares Core S&... | 598.51 | -0.87% | 203.16K | +28.64% | 119.6M | 507.31 | 1.74% |
| 14 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 536.93K | +2.11% | 117.8M | 129.77 | 1.71% |
| 15 | MGK | Vanguard Mega C... | 351.01 | -0.85% | 321.57K | -4.71% | 110.43M | 316.24 | 1.60% |
| 16 | XTEN | Bondbloxx Bloom... | 45.47 | +0.74% | 2.45M | +27.86% | 109.76M | 45.53 | 1.59% |
| 17 | SCHF | Schwab Internat... | 21.61 | -1.35% | 5.62M | +96.98% | 103.99M | 16.96 | 1.51% |
| 18 | AVLV | Avantis U.S. La... | 66.69 | -0.94% | 1.51M | -3.72% | 100.95M | 62.73 | 1.47% |
| 19 | VTEB | Vanguard Tax-Ex... | 48.85 | +0.09% | 1.98M | +5.35% | 99.02M | 50.3 | 1.44% |
| 20 | IJS | iShares S&P Sma... | 96.41 | -1.36% | 889.33K | -2.39% | 96.59M | 95.14 | 1.40% |
| 21 | BND | Vanguard Total ... | 72.80 | +0.33% | 1.32M | +2.36% | 94.99M | 72.8 | 1.38% |
| 22 | AVUV | Avantis U.S. Sm... | 89.36 | -0.9% | 956.54K | -1.33% | 92.34M | 89.22 | 1.34% |
| 23 | QUAL | iShares MSCI US... | 177.75 | -0.98% | 475.73K | -2.19% | 84.72M | 138.37 | 1.23% |
| 24 | IXUS | iShares Core MS... | 75.00 | -1.27% | 1.12M | +3.29% | 74.07M | 61.71 | 1.08% |
| 25 | MUB | iShares Nationa... | 104.08 | +0.11% | 597.52K | +0.67% | 63.67M | 107.4 | 0.92% |
| 26 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 270.2K | -0.71% | 62.64M | 74.06 | 0.91% |
| 27 | BNDX | Vanguard Total ... | 49.34 | +0.10% | 1.24M | +2.94% | 60.79M | 49.06 | 0.88% |
| 28 | SCHM | Schwab U.S. Mid... | 27.23 | -0.86% | 2.09M | +187.70% | 57.94M | 20.74 | 0.84% |
| 29 | BSV | Vanguard Short-... | 78.16 | +0.11% | 748.13K | +0.77% | 57.81M | 76.57 | 0.84% |
| 30 | DGRW | WisdomTree U.S.... | 81.78 | -0.76% | 704.13K | -0.52% | 56.98M | 62.58 | 0.83% |
| 31 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 121.25K | +7.27% | 54.96M | 326.99 | 0.80% |
| 32 | SCHG | Schwab U.S. Lar... | 27.99 | -0.86% | 1.91M | +286.36% | 53.11M | 14.96 | 0.77% |
| 33 | VPL | Vanguard Pacifi... | 79.43 | -1.26% | 744.77K | -0.62% | 52.91M | 69.68 | 0.77% |
| 34 | SCHP | Schwab U.S. TIP... | 26.42 | +0.49% | 2.02M | +106.96% | 52.19M | 26.17 | 0.76% |
| 35 | VGK | Vanguard Europe... | 76.39 | -1.45% | 806.83K | -1.08% | 51.21M | 61.68 | 0.74% |
| 36 | WMT | Walmart Inc. | 94.21 | -0.08% | 560.07K | +0.34% | 50.6M | 50.84 | 0.74% |
| 37 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 265.19K | -2.93% | 50.2M | 116.04 | 0.73% |
| 38 | LLY | Eli Lilly and C... | 791.46 | -2% | 60.89K | -5.4% | 47.01M | 444.75 | 0.68% |
| 39 | IEFA | iShares Core MS... | 80.91 | -1.24% | 628.96K | -1% | 44.2M | 70.64 | 0.64% |
| 40 | META | Meta Platforms,... | 697.17 | -0.7% | 74.86K | +1.51% | 43.83M | 344.66 | 0.64% |
| 41 | HD | The Home Depot,... | 348.70 | -1.37% | 111.19K | +3.93% | 43.25M | 314.84 | 0.63% |
| 42 | COST | Costco Wholesal... | 977.59 | -0.69% | 46.63K | +1.87% | 42.73M | 541.69 | 0.62% |
| 43 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 213.44K | +5.29% | 40.65M | 120.66 | 0.59% |
| 44 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 166.81K | +11.27% | 39.99M | 158.24 | 0.58% |
| 45 | IAGG | iShares Core In... | 50.95 | +0.08% | 753.7K | -1.68% | 37.62M | 50.3 | 0.55% |
| 46 | USHY | iShares Broad U... | 36.96 | -0.16% | 1.01M | +2.74% | 37.04M | 35.76 | 0.54% |
| 47 | VIG | Vanguard Divide... | 199.44 | -0.85% | 186.11K | -1.01% | 36.45M | 159.18 | 0.53% |
| 48 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 325.06K | -1.01% | 34.97M | 104.42 | 0.51% |
| 49 | VNQ | Vanguard Real E... | 89.56 | -0.38% | 387.3K | -2.63% | 34.5M | 84.35 | 0.50% |
| 50 | UNH | UnitedHealth Gr... | 308.94 | +0.42% | 66.43K | +2.09% | 33.6M | 493.06 | 0.49% |
| 51 | V | Visa Inc. | 357.69 | +0.62% | 105.66K | +1.09% | 33.39M | 230.05 | 0.49% |
| 52 | JEPI | JPMorgan Equity... | 55.86 | -0.72% | 509.11K | +1.37% | 29.29M | 55.26 | 0.43% |
| 53 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 72.27K | -3.21% | 29.19M | 244.58 | 0.42% |
| 54 | PG | The Procter & G... | 158.46 | -1.5% | 156.21K | +3.31% | 26.19M | 144.93 | 0.38% |
| 55 | PLTR | Palantir Techno... | 138.17 | -2.29% | 320.03K | +4.09% | 24.2M | 26.7 | 0.35% |
| 56 | SCHV | Schwab U.S. Lar... | 27.02 | -0.83% | 910.7K | +193.64% | 23.74M | 21.96 | 0.34% |
| 57 | DFAE | Dimensional Eme... | 28.20 | -1.28% | 914.56K | +3.50% | 23.2M | 23.95 | 0.34% |
| 58 | ABBV | AbbVie Inc. | 185.53 | -2.8% | 126.82K | -5.73% | 22.54M | 141.27 | 0.33% |
| 59 | RTX | RTX Corporation | 148.49 | +1.39% | 189.17K | -0.94% | 21.89M | 93.73 | 0.32% |
| 60 | HEFA | iShares Currenc... | 37.59 | -0.71% | 628.71K | -65.65% | 21.85M | 34.33 | 0.32% |
| 61 | USRT | iShares Core U.... | 56.70 | -0.23% | 376.93K | -1.28% | 21.6M | 53.08 | 0.31% |
| 62 | AMD | Advanced Micro ... | 127.15 | +0.60% | 178.64K | -3.53% | 21.58M | 93.46 | 0.31% |
| 63 | CVX | Chevron Corpora... | 148.85 | +1.93% | 145.99K | +0.68% | 21.15M | 151.64 | 0.31% |
| 64 | BIV | Vanguard Interm... | 76.33 | +0.34% | 272.6K | -2.33% | 20.37M | 76.05 | 0.30% |
| 65 | CRM | Salesforce, Inc... | 262.53 | -0.51% | 60.54K | +4.31% | 20.24M | 220.92 | 0.29% |
| 66 | JEPQ | JPMorgan Nasdaq... | 52.78 | -0.7% | 354.7K | -0.8% | 20M | 44.67 | 0.29% |
| 67 | AVDV | Avantis Interna... | 78.34 | -0.7% | 306.63K | +3.59% | 19.96M | 60.57 | 0.29% |
| 68 | JNJ | Johnson & Johns... | 152.38 | -1.83% | 137.37K | -4.33% | 19.87M | 162.79 | 0.29% |
| 69 | STIP | iShares 0-5 Yea... | 102.37 | +0.20% | 197.06K | +9.67% | 19.82M | 97.86 | 0.29% |
| 70 | SPYG | SPDR Portfolio ... | 91.36 | -0.84% | 217.22K | -2.15% | 19.09M | 65.7 | 0.28% |
| 71 | VUG | Vanguard Growth... | 420.16 | -0.82% | 45.25K | -6.35% | 18.57M | 300.59 | 0.27% |
| 72 | IJR | iShares Core S&... | 105.81 | -1.09% | 160.12K | -0.34% | 18.45M | 105.67 | 0.27% |
| 73 | MA | Mastercard Inco... | 569.23 | +0.10% | 34.2K | -1.96% | 18.01M | 385.45 | 0.26% |
| 74 | MRK | Merck & Co., In... | 78.33 | -3.25% | 181.04K | -1.55% | 18.01M | 106.09 | 0.26% |
| 75 | AMLP | Alerian MLP ETF | 48.58 | -0.49% | 371.89K | -3.69% | 17.91M | 37.9 | 0.26% |
| 76 | PEP | PepsiCo, Inc. | 129.25 | -1.64% | 114.23K | -30.32% | 17.37M | 177.3 | 0.25% |
| 77 | ADBE | Adobe Inc. | 382.68 | -4.74% | 38.51K | -5.68% | 17.12M | 474.92 | 0.25% |
| 78 | AXP | American Expres... | 292.69 | -0.52% | 57.36K | +5.83% | 17.02M | 172.02 | 0.25% |
| 79 | ET | Energy Transfer... | 17.91 | -1.29% | 864.85K | +3.07% | 16.94M | 13.99 | 0.25% |
| 80 | NOBL | ProShares S&P 5... | 99.17 | -1.11% | 163.9K | -2.43% | 16.32M | 94.15 | 0.24% |
| 81 | HYG | iShares iBoxx $... | 79.44 | -0.1% | 202.04K | -6.31% | 15.89M | 77.27 | 0.23% |
| 82 | HON | Honeywell Inter... | 221.84 | -1% | 69.17K | -2.77% | 15.62M | 199.51 | 0.23% |
| 83 | NFLX | Netflix, Inc. | 1220.70 | -0.38% | 17.44K | +11.50% | 15.55M | 491.16 | 0.23% |
| 84 | BX | Blackstone Inc. | 135.67 | -1.87% | 89.86K | +5.71% | 15.49M | 105.54 | 0.23% |
| 85 | LMT | Lockheed Martin... | 478.69 | +2.49% | 31.26K | +0.35% | 15.19M | 471.41 | 0.22% |
| 86 | TIP | iShares TIPS Bo... | 109.03 | +0.53% | 138.17K | +7.11% | 14.72M | 107.72 | 0.21% |
| 87 | SHM | SPDR Nuveen Blo... | 47.67 | +0.09% | 305.1K | +3.15% | 14.46M | 47.68 | 0.21% |
| 88 | TSM | Taiwan Semicond... | 213.93 | -0.81% | 73.09K | -1.58% | 14.43M | 118.14 | 0.21% |
| 89 | NOW | ServiceNow, Inc... | 1003.68 | -0.14% | 13.58K | +5.04% | 14.39M | 636.98 | 0.21% |
| 90 | DE | Deere & Company | 522.91 | -0.29% | 33.8K | +6.87% | 14.32M | 384.57 | 0.21% |
| 91 | SCHA | Schwab U.S. Sma... | 24.52 | -1.07% | 548.86K | +93.08% | 14.19M | 20.52 | 0.21% |
| 92 | DFAC | Dimensional U.S... | 34.70 | -0.89% | 406.56K | +2.75% | 14.06M | 29.34 | 0.20% |
| 93 | AMAT | Applied Materia... | 174.19 | -1.34% | 86.01K | +12.02% | 13.99M | 150.24 | 0.20% |
| 94 | IWF | iShares Russell... | 406.54 | -0.88% | 34.57K | -0.51% | 13.88M | 296.81 | 0.20% |
| 95 | BDX | Becton, Dickins... | 170.00 | -1.22% | 57.68K | -10.18% | 13.09M | 244.55 | 0.19% |
| 96 | IGSB | iShares 1-5 Yea... | 52.34 | +0.05% | 253.1K | +15.63% | 13.09M | 52.06 | 0.19% |
| 97 | XLK | Technology Sele... | 241.22 | -0.75% | 55.06K | -2.32% | 12.8M | 134.4 | 0.19% |
| 98 | XLP | Consumer Staple... | 80.53 | -0.86% | 159.59K | -5.02% | 12.54M | 73.41 | 0.18% |
| 99 | LQD | iShares iBoxx $... | 107.97 | +0.35% | 117.06K | -4.52% | 12.51M | 111.48 | 0.18% |
| 100 | MCD | McDonald's Corp... | 292.33 | -1.33% | 42.21K | -38.01% | 12.24M | 273 | 0.18% |
| 101 | JNK | SPDR Bloomberg ... | 95.81 | -0.11% | 127.6K | +0.30% | 12.18M | 94.62 | 0.18% |
| 102 | AMGN | Amgen Inc. | 290.07 | -1.86% | 45.03K | -7.01% | 11.74M | 264.61 | 0.17% |
| 103 | SFIG | WisdomTree U.S.... | 47.87 | +0.24% | 235.13K | +2.00% | 11.3M | 46.87 | 0.16% |
| 104 | IVW | iShares S&P 500... | 105.37 | -0.85% | 108.87K | -3.99% | 11.05M | 67.15 | 0.16% |
| 105 | PPH | VanEck Pharmace... | 88.21 | -2.04% | 126.8K | -2.04% | 10.94M | 78.78 | 0.16% |
| 106 | IAU | iShares Gold Tr... | 63.83 | +0.05% | 220.71K | +5.39% | 10.93M | 37.24 | 0.16% |
| 107 | JPST | JPMorgan Ultra-... | 50.53 | +0.01% | 214.7K | +114.93% | 10.81M | 50.27 | 0.16% |
| 108 | XLU | Utilities Selec... | 80.34 | -0.83% | 142.51K | -6.04% | 10.79M | 66.49 | 0.16% |
| 109 | IEMG | iShares Core MS... | 57.92 | -1.25% | 203.22K | -5.13% | 10.61M | 50.72 | 0.15% |
| 110 | IGIB | iShares 5-10 Ye... | 52.51 | +0.23% | 200.33K | -6.55% | 10.32M | 51.31 | 0.15% |
| 111 | SUB | iShares Short-T... | 106.10 | +0.04% | 96.46K | +1.00% | 10.17M | 104.11 | 0.15% |
| 112 | UBER | Uber Technologi... | 84.70 | -0.49% | 165.29K | +188.36% | 9.97M | 59.89 | 0.14% |
| 113 | SCHE | Schwab Emerging... | 29.38 | -1.26% | 371.42K | -2.3% | 9.89M | 25.32 | 0.14% |
| 114 | ILCG | iShares Morning... | 92.79 | -0.77% | 107.38K | +7.53% | 9.62M | 60.69 | 0.14% |
| 115 | SCHB | Schwab U.S. Bro... | 23.02 | -0.82% | 421.53K | +177.30% | 9.57M | 16.2 | 0.14% |
| 116 | MAR | Marriott Intern... | 256.21 | -0.66% | 34.1K | +34.62% | 9.51M | 233.96 | 0.14% |
| 117 | HAWX | iShares Currenc... | 34.78 | -0.67% | 294.16K | -2.93% | 9.47M | 28.84 | 0.14% |
| 118 | VXUS | Vanguard Total ... | 67.54 | -1.24% | 160.4K | +6.30% | 9.45M | 56.05 | 0.14% |
| 119 | FLRN | SPDR Bloomberg ... | 30.74 | +0.03% | 305.22K | +8.55% | 9.38M | 30.69 | 0.14% |
| 120 | CAT | Caterpillar Inc... | 357.72 | -1.3% | 25.74K | -11.47% | 9.34M | 243.54 | 0.14% |
| 121 | ACN | Accenture plc | 312.02 | -0.73% | 26.4K | -4.33% | 9.29M | 323.91 | 0.13% |
| 122 | GEV | GE Vernova Inc. | 488.86 | +0.20% | 27.73K | +240.83% | 9.12M | 281.95 | 0.13% |
| 123 | ORLY | O'Reilly Automo... | 88.78 | +0.75% | 7.68K | -5.91% | 9.11M | 594 | 0.13% |
| 124 | IWY | iShares Russell... | 236.07 | -0.98% | 38.45K | +10.74% | 9.04M | 162.43 | 0.13% |
| 125 | IJH | iShares Core S&... | 60.20 | -0.88% | 144.65K | +1.85% | 9.01M | 48.86 | 0.13% |
| 126 | WHR | Whirlpool Corpo... | 91.34 | -1.84% | 77.58K | +1.14% | 8.88M | 120.04 | 0.13% |
| 127 | DBEF | Xtrackers MSCI ... | 44.74 | -0.79% | 212.66K | -3.47% | 8.8M | 37.6 | 0.13% |
| 128 | IWR | iShares Russell... | 89.14 | -1% | 98.77K | +1.40% | 8.73M | 81.24 | 0.13% |
| 129 | VO | Vanguard Mid Ca... | 271.50 | -0.82% | 32.32K | -3.05% | 8.54M | 223.06 | 0.12% |
| 130 | ADP | Automatic Data ... | 307.57 | -0.11% | 29.02K | -6.42% | 8.49M | 230.93 | 0.12% |
| 131 | BAC | Bank of America... | 44.23 | -0.41% | 192.77K | -2.57% | 8.47M | 32.49 | 0.12% |
| 132 | ORCL | Oracle Corporat... | 207.88 | -1.53% | 50.51K | -8.2% | 8.42M | 108.55 | 0.12% |
| 133 | KO | The Coca-Cola C... | 69.60 | -1.31% | 132.99K | -1.89% | 8.28M | 60.24 | 0.12% |
| 134 | IEUR | iShares Core MS... | 64.30 | -1.43% | 150.94K | -1.05% | 8.15M | 52.88 | 0.12% |
| 135 | JPEM | JPMorgan Divers... | 55.72 | -1.23% | 156.68K | +0.50% | 8.13M | 54.16 | 0.12% |
| 136 | GS | The Goldman Sac... | 624.29 | -0.57% | 14.02K | +40.43% | 8.03M | 457.12 | 0.12% |
| 137 | IBM | International B... | 283.06 | +0.44% | 35.28K | -2.15% | 7.75M | 143.25 | 0.11% |
| 138 | IYW | iShares U.S. Te... | 164.89 | -0.61% | 48.37K | +8.61% | 7.72M | 92.2 | 0.11% |
| 139 | KFY | Korn Ferry | 66.61 | -1.49% | 112.29K | 0.00% | 7.57M | 51.75 | 0.11% |
| 140 | JPIB | JPMorgan Intern... | 48.20 | -0.01% | 153.79K | -3.99% | 7.27M | 46.62 | 0.11% |
| 141 | DVY | iShares Select ... | 129.58 | -0.84% | 55.08K | -1.44% | 7.23M | 116.31 | 0.10% |
| 142 | ROK | Rockwell Automa... | 320.32 | -1.23% | 25.04K | -4.12% | 7.16M | 298.98 | 0.10% |
| 143 | IWM | iShares Russell... | 208.41 | -1.12% | 31.58K | +13.85% | 6.98M | 203.11 | 0.10% |
| 144 | ODFL | Old Dominion Fr... | 156.54 | -1.83% | 38.75K | +9.75% | 6.84M | 194.7 | 0.10% |
| 145 | IEF | iShares 7-10 Ye... | 94.47 | +0.48% | 73.81K | -5.21% | 6.82M | 94.85 | 0.10% |
| 146 | XLV | Health Care Sel... | 133.47 | -1.65% | 48.85K | -9.11% | 6.72M | 129.89 | 0.10% |
| 147 | PANW | Palo Alto Netwo... | 202.01 | +1.97% | 36.26K | +137.46% | 6.6M | 149.01 | 0.10% |
| 148 | PNC | The PNC Financi... | 173.19 | -1.11% | 34.18K | -1.8% | 6.59M | 135.63 | 0.10% |
| 149 | VYM | Vanguard High D... | 130.07 | -0.9% | 50.88K | +1.51% | 6.49M | 106.8 | 0.09% |
| 150 | MBB | iShares MBS ETF | 92.68 | +0.28% | 70.75K | -12.08% | 6.49M | 93.96 | 0.09% |