Prime Capital Investment Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
1,033
Total value ($000)
$7,965,175
Net value change ($000)
+434,745 (5.8%)
New positions
75
Sold out positions
25
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2025 Next filing: 1/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
VTI 24,846 6.9%
AGG 24,793 7.8%
GOOGL 19,843 43.3%
ITOT 15,749 7.4%
GOOGL 13,518 34.5%
SNPS 13,269 2443.6%
AVGO 11,962 15.8%
TSLA 11,459 47.7%
SPGI 10,186 292.1%
IXUS 9,949 11.4%
Top Reduces (Value $000, Stocks/ETFs)
CGBD -30,158 -100.0%
IEF -16,229 -38.2%
HYG -12,882 -81.1%
UNH -11,612 -55.4%
ADBE -7,828 -74.0%
SHV -7,629 -71.4%
CRM -5,731 -30.7%
LULU -5,561 -88.7%
ODFL -4,876 -81.2%
SGOV -4,662 -37.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,516 (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