PRIMORIS WEALTH ADVISORS, LLC

RIA/Wealth

PRIMORIS WEALTH ADVISORS, LLC is a RIA/Wealth based in North Palm Beach, FL led by Raymond L Eaton, reporting $196.8M in AUM as of Q3 2025 with 46% ETF concentration.

Managing PartnerRaymond L Eaton

Portfolio Value: $156.9M
Positions: 104
Top Holding: FTEC at 7.53%
Last Reported: Q3 2025

Address9250 Alternate A1a, Suite A, North Palm Beach, FL, 33403, United States

Top Holdings

Largest long holdings in PRIMORIS WEALTH ADVISORS, LLC's portfolio (39.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Fidelity MSCI Information Technology Index ETF FTEC	ETF ETF	$11.8M	7.53%	+$4.2M Bought	— 53.2K shares	Q4 2021 Held for 3y 11m
2 Vanguard S&P 500 ETF VOO	ETF ETF	$7.8M	4.98%	+$443.4K Bought	— 12.8K shares	Q4 2023 Held for 1y 11m
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$5.7M	3.64%	-$282.7K Sold	0.00% 7.8K shares	Q3 2023 Held for 2y 2m
4 Fidelity Total Bond FBND	ETF ETF	$5.7M	3.61%	-$220.2K Sold	— 122.4K shares	Q2 2023 Held for 2y 5m
5 Apple AAPL	Consumer Electronics Technology	$5.6M	3.57%	-$85.8K Sold	0.00% 22.0K shares	Q4 2021 Held for 3y 11m
6 iShares Russell 2000 IWM	ETF ETF	$5.5M	3.51%	+$5.5M New	— 22.8K shares	Q3 2025 Held for 2 months
7 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$5.1M	3.22%	-$18.2K Sold	0.00% 27.7K shares	Q2 2024 Held for 1y 5m
8 Nvidia NVDA	Semiconductors Technology	$4.9M	3.13%	+$139.4K Bought	0.00% 26.3K shares	Q4 2021 Held for 3y 11m
9 Amazon AMZN	Specialty Retail Consumer Cyclical	$4.8M	3.06%	-$216.3K Sold	0.00% 21.9K shares	Q4 2021 Held for 3y 11m
10 Lam Research LRCX	Semiconductors Technology	$4.4M	2.82%	-$301.3K Sold	0.00% 33.1K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in PRIMORIS WEALTH ADVISORS, LLC's latest filing

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Market Value

$156.9M

Prior: $143.6M

Q/Q Change

+9.26%

+$13.3M

Net Flows % of MV

-1.94%

Turnover Ratio

18.61%

New Purchases

12 stocks

$14.8M

Added To

29 stocks

+$11.0M

Sold Out Of

11 stocks

$13.0M

Reduced Holdings

42 stocks

-$15.9M

Increased Positions

Position	Shares Δ	Change
1 iShares Russell 2000 IWM	New	0 → 22.8K +$5.5M
2 SPDR S&P Regional Banking KRE	New	0 → 44.5K +$2.8M
3 Huntington Ingalls Industries HII	New	0 → 7.9K +$2.3M
4 KraneShares CSI China Internet KWEB	New	0 → 30.3K +$1.3M
5 Simplify Health Care PINK	New	0 → 20.8K +$658.8K

Decreased Positions

Position	Shares Δ	Change
1 VanEck Agribusiness MOO	Sold	53.2K → 0 −$3.9M
2 Vanguard FTSE Europe VGK	Sold	40.6K → 0 −$3.1M
3 iShares MSCI India INDA	Sold	31.7K → 0 −$1.8M
4 EWZS iShares MSCI Brazil Small-Cap ETF EWZS	Sold	105.7K → 0 −$1.4M
5 iShares MSCI Brazil EWZ	Sold	40.5K → 0 −$1.2M