HoldingsChannel.com
Prime Capital Investment Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) 572,312 +47,702 $38,133
     ITOT572,312+47,702$38,133
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 269,936 +34,377 $30,057
     AGG269,936+34,377$30,057
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 740,215 +735,170 $23,753
     SCHF740,215+735,170$23,753
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS) 270,637 +26,241 $15,870
     IXUS270,637+26,241$15,870
SCHWAB U.S. LARGE CAP VALUE ETF (SCHV) 232,503 +232,503 $13,053
     SCHV232,503+232,503$13,053
SCHWAB SHORT TERM U.S. TREASURY ETF (SCHO) 251,095 +251,095 $12,703
     SCHO251,095+251,095$12,703
SCHWAB EMERGING MARKETS EQUITY ETF (SCHE) 467,378 +158,721 $12,264
     SCHE467,378+158,721$12,264
SCHWAB U.S. LARGE CAP GROWTH ETF (SCHG) 146,845 +145,845 $12,219
     SCHG146,845+145,845$12,219
ISHARES SELECT DIVIDEND ETF (DVY) 120,189 +69,581 $11,966
     DVY120,189+69,581$11,966
ISHARES RUSSELL 2000 ETF (IWM) 70,307 +67,912 $10,933
     IWM70,307+67,912$10,933
ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF) 261,172 +123,997 $9,624
     PFF261,172+123,997$9,624
SPDR S&P 400 MID CAP GROWTH ETF (MDYG) 150,383 +150,383 $8,163
     MDYG150,383+150,383$8,163
UNITED RENTALS INC COM 57,797 -1,435 $7,666
     URI57,797-1,435$7,666
APPLE INC COM 38,637 -3,794 $7,647
     AAPL38,637-3,794$7,647
DISNEY WALT CO COM DISNEY 54,214 +52,280 $7,570
     DIS54,214+52,280$7,570
SPDR S&P 400 MID CAP VALUE ETF (MDYV) 146,018 +146,018 $7,501
     MDYV146,018+146,018$7,501
ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND (IAGG) 134,321 +15,050 $7,317
     IAGG134,321+15,050$7,317
KOHLS CORP COM 142,154 +56,343 $6,759
     KSS142,154+56,343$6,759
ISHARES MSCI EMERGING MARKETS ETF (EEM) 150,753 +1,600 $6,469
     EEM150,753+1,600$6,469
AMAZON COM INC COM 3,237 -2,327 $6,130
     AMZN3,237-2,327$6,130
SCHWAB U.S. REIT ETF (SCHH) 132,537 +132,537 $5,890
     SCHH132,537+132,537$5,890
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF (LQD) 42,747 +42,747 $5,316
     LQD42,747+42,747$5,316
SEMPRA ENERGY COM 38,123 +34,224 $5,240
     SRE38,123+34,224$5,240
LULULEMON ATHLETICA INC COM 28,823 +12,623 $5,194
     LULU28,823+12,623$5,194
EXXON MOBIL CORP COM 67,260 +30,260 $5,154
     XOM67,260+30,260$5,154
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF (CWB) 96,372 +47,712 $5,095
     CWB96,372+47,712$5,095
CONOCOPHILLIPS COM 82,525 +82,191 $5,034
     COP82,525+82,191$5,034
BANK AMER CORP COM 172,561 +30,778 $5,004
     BAC172,561+30,778$5,004
CHEVRON CORP NEW COM 38,575 +30,591 $4,800
     CVX38,575+30,591$4,800
CVS HEALTH CORP COM 85,960 -10,795 $4,684
     CVS85,960-10,795$4,684
SQUARE INC CL A      $4,617
     SQ64,259-5,101$4,661
     Put600+600$44
AT&T INC COM 136,833 +61,241 $4,585
     T136,833+61,241$4,585
SCHWAB U.S. MID CAP ETF (SCHM) 80,299 +52,305 $4,584
     SCHM80,299+52,305$4,584
FINANCIAL SELECT SECTOR SPDR FUND (XLF) 164,118 +164,085 $4,530
     XLF164,118+164,085$4,530
BRISTOL MYERS SQUIBB CO COM 94,110 +31,364 $4,268
     BMY94,110+31,364$4,268
SPDR S&P 600 SMALL CAP VALUE ETF (SLYV) 68,276 +68,276 $4,143
     SLYV68,276+68,276$4,143
ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF (HYG) 46,343 -9,050 $4,040
     HYG46,343-9,050$4,040
MICROSOFT CORP COM 28,392 +16,879 $3,803
     MSFT28,392+16,879$3,803
SCHWAB 1000 INDEX ETF (SCHK) 131,660 +131,660 $3,801
     SCHK131,660+131,660$3,801
INVESCO QQQ TRUST 20,287 +1,935 $3,788
     QQQ20,287+1,935$3,788
FIRST SOLAR INC COM 55,512 +13,300 $3,646
     FSLR55,512+13,300$3,646
ONEOK INC NEW COM 49,986 +33,796 $3,440
     OKE49,986+33,796$3,440
EXPEDIA GROUP INC COM NEW 24,600 UNCH $3,273
     EXPE24,600UNCH$3,273
INTEL CORP COM 67,122 -84,795 $3,213
     INTC67,122-84,795$3,213
ALERIAN MLP ETF (AMLP) 322,616 +16,556 $3,178
     AMLP322,616+16,556$3,178
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW) 72,406 +8,953 $3,161
     DGRW72,406+8,953$3,161
FACEBOOK INC CL A 16,264 +8,935 $3,139
     FB16,264+8,935$3,139
ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV) 100,597 +100,597 $3,090
     IDV100,597+100,597$3,090
SCHWAB U.S. SMALL CAP ETF (SCHA) 41,133 +38,916 $2,940
     SCHA41,133+38,916$2,940
LAM RESEARCH CORP COM 15,004 -15,470 $2,818
     LRCX15,004-15,470$2,818

See Full List: All Stocks Held By Prime Capital Investment Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Prime Capital Investment Advisors LLC

Size ($ in 1000's)
At 06/30/2019: $548,308
At 03/31/2019: $343,425

Prime Capital Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Prime Capital Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings

Prime Capital Investment Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.