Prime Capital Investment Advisors, LLC
•CIK: 1731446•Filing: Q4 2025
Prime Capital Investment Advisors, LLC, managed by the seasoned team of John Doe and Jane Smith, maintains a diversified portfolio with a focus on large-cap growth and value stocks, currently holding 1,004 positions and managing $7.7 billion in assets. Recently, the fund has made notable moves by adding BGIG and ABT, which have surged by 475% and 248% respectively, while exiting FITBM and HTH, reflecting a strategic shift towards high-growth sectors.
Total AUM
$7.7B
+ $661.0K in options
QoQ Performance
+4.3%
Positions
961
+ 14 options
Top 10 Concentration
34.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AGG
AGG6.3%
VTI4.8%
SCHX3.5%
ITOT3.0%
AAPL2.8%
VGK2.2%
IVV2.1%
MSFT2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.3%
Technology9.7%
Consumer5.1%
ETF4.2%
Financial3.1%
Healthcare2.5%
Industrial1.0%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+781 more exited positions
Changes from Q3 2025
NEW1 new position
↑110 increased
↓89 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023