Prime Capital Investment Advisors, LLC

Q4 2024 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
12/31/2024
Date filed
2/12/2025
Form type
13F-HR
Num holdings
932
Total value ($000)
$6,884,112
Net value change ($000)
-135,870 (-1.9%)
New positions
60
Sold out positions
49
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2024 Next filing: 5/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 28,501 31.3%
AMZN 19,821 20.2%
XTEN 17,056 18.4%
NVDA 16,720 12.6%
AAPL 15,814 8.4%
AVGO 15,699 33.4%
PLTR 12,767 111.6%
TSLA 9,650 49.4%
JPM 8,374 26.5%
GEV 7,047 339.6%
Top Reduces (Value $000, Stocks/ETFs)
SPY -51,395 -27.3%
HEFA -42,982 -66.3%
GOVT -28,728 -16.8%
SCHWAB STRATEGIC TRUST -13,351 -11.4%
PEP -10,507 -37.7%
LLY -10,021 -17.6%
AGG -9,575 -6.2%
AMD -8,806 -29.0%
MCD -8,499 -41.0%
VGK -6,785 -11.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 656 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type