Prime Capital Investment Advisors, LLC

Q1 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2025
Date filed
5/13/2025
Form type
13F-HR
Num holdings
1,069
Total value ($000)
$8,567,213
Net value change ($000)
+1,683,101 (24.4%)
New positions
159
Sold out positions
35
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2025 Next filing: 7/23/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VGK 102,639 200.4%
SCHWAB STRATEGIC TRUST 94,348 90.7%
SCHX 93,703 36.3%
AGG 61,582 42.2%
XTEN 51,352 46.8%
VTV 46,911 38.2%
ITOT 44,818 22.4%
IVV 41,170 34.4%
IGSB 30,328 231.8%
BRK-B 29,509 53.7%
Top Reduces (Value $000, Stocks/ETFs)
AVLV -100,945 -100.0%
VTI -21,099 -5.8%
USRT -20,619 -95.4%
IJS -10,227 -10.6%
AVGO -8,901 -14.2%
SPY -8,137 -6.0%
DE -7,212 -50.4%
HAWX -6,795 -71.7%
LQD -5,468 -43.7%
TSLA -5,464 -18.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 473 (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