Prime Capital Investment Advisors, LLC - Portfolio overview

Prime Capital Investment Advisors, LLC has 1121 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES TR CORE US AGGBD ET, 4.20%
2. VTI - VANGUARD INDEX FDS TOTAL STK MKT, 4.00%
3. IVV - ISHARES TR CORE S&P500 ETF, 3.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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