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Portfolio (Quarterly) Guide ↗

Prime Capital Investment Advisors, LLC

· CIK 0001731446
13F Portfolio $8.0B AUM Filed Nov 5, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1033 New
Page 50 of 52  ·  1,033 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 INTEGRA RES CORP COM 19,748.0 $58K 0.00% NEW $2.95
982 EFA CALL ISHARES TR MSCI EAFE ETF 8,600.0 $53K 0.00% NEW $6.15 +1552.7%
983 INOVIO PHARMACEUTICALS INC COM SHS 18,453.0 $43K 0.00% NEW $2.34
984 ZONE CLEANCORE SOLUTIONS INC CLASS B COM SHS Industrials 20,000.0 $40K 0.00% NEW $2.02 -70.8%
985 NRGV ENERGY VAULT HOLDINGS INC COM Utilities 13,032.0 $39K NEW $2.97 +106.7%
986 PRTS CARPARTS COM INC COM Consumer Cyclical 50,000.0 $36K NEW $0.71 -4.0%
987 GOTU GAOTU TECHEDU INC SPONSORED ADS Consumer Defensive 10,000.0 $33K NEW $3.26 -40.5%
988 PLUG PLUG POWER INC COM NEW Industrials 12,748.0 $30K NEW $2.33 +62.7%
989 HON PUT HONEYWELL INTL INC COM Industrials 2,300.0 $29K NEW $12.70 +1614.3%
990 SLQT SELECTQUOTE INC COM Financial Services 14,809.0 $29K NEW $1.96 -39.3%
991 PACB PACIFIC BIOSCIENCES CALIF IN COM Healthcare 21,807.0 $28K NEW $1.28 -5.5%
992 PYPL CALL PAYPAL HLDGS INC COM Financial Services 2,000.0 $25K NEW $12.33 +265.3%
993 ABEV AMBEV SA SPONSORED ADR Consumer Defensive 10,096.0 $23K NEW $2.23 +37.7%
994 MVIS MICROVISION INC DEL COM NEW Technology 17,650.0 $22K NEW $1.24 -51.7%
995 LMT PUT LOCKHEED MARTIN CORP COM Industrials 900.0 $14K NEW $15.66 +3222.5%
996 RANI RANI THERAPEUTICS HLDGS INC COM CL A Healthcare 27,208.0 $14K NEW $0.50 +116.1%
997 SPY PUT SPDR S&P 500 ETF TR TR UNIT Financial Services 4,300.0 $8K NEW $1.90 +38829.6%
998 ISRG PUT INTUITIVE SURGICAL INC COM NEW Healthcare 100.0 $6K NEW $57.12 +649.4%
999 FDX PUT FEDEX CORP COM Industrials 400.0 $4K NEW $11.18 +3300.3%
1000 SCHW CALL SCHWAB CHARLES CORP COM Financial Services 1,500.0 $4K NEW $2.46 +3542.7%
Page 50 of 52  ·  1,033 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.7%
Financial Services 19.5%
Consumer Cyclical 9.7%
Industrials 8.4%
Communication Services 7.7%
Healthcare 6.8%
Consumer Defensive 5.8%
Energy 3.9%
Utilities 2.0%
Real Estate 0.9%