Managed by Primoris Wealth Advisors, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | V VOO — | $7.8M | 12.8K | 0.00% | — |
| 6 | V VOO — | $6.8M | 12.0K | 0.00% | — |
| 7 | F FIS — | $6.7M | 34.2K | 0.00% | — |
| 8 | F FIS — | $6.6M | 141.7K | 0.00% | — |
| 9 | F FIS — | $6.4M | 141.0K | 0.00% | — |
| 10 | F FIS — | $6.4M | 142.5K | 0.00% | — |
| 11 | F FIS — | $6.3M | 140.0K | 0.00% | — |
| 12 | I IAU — | $6.3M | 21.8K | 0.00% | — |
| 13 | F FIS — | $6.3M | 138.1K | 0.00% | — |
| 14 | M META — | $6M | 8.2K | 0.00% | — |
| 15 | H HSY — | $6M | 23.5K | 0.00% | — |
| 16 | A AAPL — | $5.9M | 21.9K | 0.00% | — |
| 17 | F FIS — | $5.9M | 129.1K | 0.00% | — |
| 18 | F FIS — | $5.8M | 127.2K | 0.00% | — |
| 19 | V VOO — | $5.8M | 11.3K | 0.00% | — |
| 20 | F FIS — | $5.8M | 125.6K | 0.00% | — |