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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 52 of 52  ·  1,033 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 AIG PUT AMERICAN INTL GROUP INC COM NEW Financial Services 200.0 $280.0 NEW $1.40 +5336.4%
1022 IBKR PUT INTERACTIVE BROKERS GROUP IN COM CL A Financial Services 200.0 $265.0 NEW $1.32 +6562.6%
1023 CME PUT CME GROUP INC COM Financial Services 100.0 $160.0 NEW $1.60 +18578.8%
1024 FANG PUT DIAMONDBACK ENERGY INC COM Energy 200.0 $155.0 NEW $0.78 +25740.0%
1025 RTX CALL RTX CORPORATION COM Industrials 100.0 $130.0 NEW $1.30 +13413.8%
1026 JPM PUT JPMORGAN CHASE & CO. COM Financial Services 100.0 $118.0 NEW $1.18 +25316.1%
1027 PSX PUT PHILLIPS 66 COM Energy 200.0 $105.0 NEW $0.53 +32568.6%
1028 TFC PUT TRUIST FINL CORP COM Financial Services 100.0 $39.0 NEW $0.39 +11984.6%
1029 MCD PUT MCDONALDS CORP COM Consumer Cyclical 100.0 $21.0 NEW $0.21 +130838.1%
1030 DAL PUT DELTA AIR LINES INC DEL COM NEW Industrials 100.0 $19.0 NEW $0.19 +37557.9%
1031 RTX PUT RTX CORPORATION COM Industrials 100.0 $8.0 NEW $0.08 +219500.0%
1032 DAL CALL DELTA AIR LINES INC DEL COM NEW Industrials 100.0 $6.0 NEW $0.06 +119150.0%
1033 MCD CALL MCDONALDS CORP COM Consumer Cyclical 100.0 NEW
Page 52 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%