0001909619-24-000001.txt : 20240215 0001909619-24-000001.hdr.sgml : 20240215 20240215084453 ACCESSION NUMBER: 0001909619-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240215 DATE AS OF CHANGE: 20240215 EFFECTIVENESS DATE: 20240215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PRIMORIS WEALTH ADVISORS, LLC CENTRAL INDEX KEY: 0001909619 ORGANIZATION NAME: IRS NUMBER: 113555583 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21655 FILM NUMBER: 24642300 BUSINESS ADDRESS: STREET 1: 9250 ALTERNATE A1A, SUITE A CITY: NORTH PALM BEACH STATE: FL ZIP: 33403 BUSINESS PHONE: 561-296-0796 MAIL ADDRESS: STREET 1: 9250 ALTERNATE A1A, SUITE A CITY: NORTH PALM BEACH STATE: FL ZIP: 33403 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001909619 XXXXXXXX 12-31-2023 12-31-2023 false PRIMORIS WEALTH ADVISORS, LLC

9250 Alternate A1a, Suite A North Palm Beach FL 33403

13F HOLDINGS REPORT 028-21655 000125567 801-119740 N Raymond L. Eaton 561-296-0796 /s/ Raymond L. Eaton North Palm Beach FL 02-15-2024 0 85 106034367 INFORMATION TABLE 2 infotable.xml ABRDN WORLD HEALTHCARE FUND BEN INT SHS 87911L108 326391 27967 SH SOLE 0 0 27967 ADVANCED MICRO DEVICES INC COM 007903107 310884 2109 SH SOLE 0 0 2109 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1085851 14009 SH SOLE 0 0 14009 ALPHABET INC CAP STK CL A 02079K305 636149 4554 SH SOLE 0 0 4554 ALPHABET INC CAP STK CL C 02079K107 2738275 19430 SH SOLE 0 0 19430 ALPS ETF TR ALERIAN MLP 00162Q452 924343 21739 SH SOLE 0 0 21739 AMAZON COM INC COM 023135106 3284341 21616 SH SOLE 0 0 21616 AMMO INC COM 00175J107 388815 190150 SH SOLE 0 0 190150 APPLE INC COM 037833100 5014833 26047 SH SOLE 0 0 26047 ARISTA NETWORKS INC COM 040413106 1236428 5250 SH SOLE 0 0 5250 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 520724 1460 SH SOLE 0 0 1460 BLACKROCK HEALTH SCIENCES TR COM 09250W107 288745 7236 SH SOLE 0 0 7236 BLACKROCK INVT QUALITY MUN T COM 09247D105 456610 38500 SH SOLE 0 0 38500 BLACKROCK MULTI SECTOR INC T COM 09258A107 333750 22250 SH SOLE 0 0 22250 BLACKROCK MUNIYILD QULT FD I COM 09254F100 121900 10000 SH SOLE 0 0 10000 BOEING CO COM 097023105 3888537 14918 SH SOLE 0 0 14918 CALAMOS DYNAMIC CONV & INCOM COM 12811V105 231426 11700 SH SOLE 0 0 11700 COHEN & STEERS INFRASTRUCTUR COM 19248A109 571819 26921 SH SOLE 0 0 26921 DEERE & CO COM 244199105 453035 1133 SH SOLE 0 0 1133 DIGITAL RLTY TR INC COM 253868103 1483073 11020 SH SOLE 0 0 11020 DRAFTKINGS INC NEW COM CL A 26142V105 579871 16550 SH SOLE 0 0 16550 EATON VANCE RISK-MANAGED DIV COM 27829G106 173844 22174 SH SOLE 0 0 22174 EDISON INTL COM 281020107 300329 4201 SH SOLE 0 0 4201 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 310500 22500 SH SOLE 0 0 22500 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 4918711 34269 SH SOLE 0 0 34269 FIDELITY COVINGTON TRUST VLU FACTOR ETF 316092782 1499851 28325 SH SOLE 0 0 28325 FIDELITY COVINGTON TRUST DIVID ETF RISI 316092832 386886 8811 SH SOLE 0 0 8811 FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840 1498111 35458 SH SOLE 0 0 35458 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 5942731 129077 SH SOLE 0 0 129077 FRANCO NEV CORP COM 351858105 1537711 13877 SH SOLE 0 0 13877 GENERAL DYNAMICS CORP COM 369550108 401709 1547 SH SOLE 0 0 1547 GENERAL MLS INC COM 370334104 849295 13038 SH SOLE 0 0 13038 HOME DEPOT INC COM 437076102 574233 1657 SH SOLE 0 0 1657 HONEYWELL INTL INC COM 438516106 463879 2212 SH SOLE 0 0 2212 INTERNATIONAL BUSINESS MACHS COM 459200101 240745 1472 SH SOLE 0 0 1472 INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 46137V480 1969085 36350 SH SOLE 0 0 36350 INVESCO QQQ TR UNIT SER 1 46090E103 290353 709 SH SOLE 0 0 709 ISHARES SILVER TR ISHARES 46428Q109 523528 25007 SH SOLE 0 0 25007 ISHARES TR CORE S&P MCP ETF 464287507 648254 2339 SH SOLE 0 0 2339 ISHARES TR MSCI INDIA ETF 46429B598 1370924 28087 SH SOLE 0 0 28087 ISHARES TR US HLTHCR PR ETF 464288828 288804 1100 SH SOLE 0 0 1100 ISHARES TR CORE S&P SCP ETF 464287804 502127 4638 SH SOLE 0 0 4638 ISHARES TR PFD AND INCM SEC 464288687 239261 7671 SH SOLE 0 0 7671 ISHARES TR U.S. MED DVC ETF 464288810 395876 7335 SH SOLE 0 0 7335 ISHARES TR U.S. INSRNCE ETF 464288786 1571959 15700 SH SOLE 0 0 15700 JD.COM INC SPON ADR CL A 47215P106 1271160 44000 SH SOLE 0 0 44000 JOHNSON & JOHNSON COM 478160104 2191225 13952 SH SOLE 0 0 13952 LAM RESEARCH CORP COM 512807108 2770515 3537 SH SOLE 0 0 3537 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 139255 21827 SH SOLE 0 0 21827 LOCKHEED MARTIN CORP COM 539830109 4032028 8915 SH SOLE 0 0 8915 MCDONALDS CORP COM 580135101 1265812 4269 SH SOLE 0 0 4269 MELCO RESORTS AND ENTMNT LTD ADR 585464100 421015 47465 SH SOLE 0 0 47465 META PLATFORMS INC CL A 30303M102 3732165 10544 SH SOLE 0 0 10544 MICROSOFT CORP COM 594918104 2558200 6803 SH SOLE 0 0 6803 MORGAN STANLEY COM NEW 617446448 214942 2305 SH SOLE 0 0 2305 NATIONAL GRID PLC SPONSORED ADR NE 636274409 225022 3310 SH SOLE 0 0 3310 NEXTERA ENERGY INC COM 65339F101 2035094 33505 SH SOLE 0 0 33505 NUVEEN DYNAMIC MUN OPPORTUNI COM SHS 67079X102 346850 35000 SH SOLE 0 0 35000 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 365593 30930 SH SOLE 0 0 30930 NVIDIA CORPORATION COM 67066G104 3287767 6639 SH SOLE 0 0 6639 OCCIDENTAL PETE CORP COM 674599105 1119563 18750 SH SOLE 0 0 18750 OREILLY AUTOMOTIVE INC COM 67103H107 1520128 1600 SH SOLE 0 0 1600 PEPSICO INC COM 713448108 1568303 9234 SH SOLE 0 0 9234 PROCTER AND GAMBLE CO COM 742718109 398003 2716 SH SOLE 0 0 2716 RLJ LODGING TR CUM CONV PFD A 74965L200 223572 8925 SH SOLE 0 0 8925 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 755574 20443 SH SOLE 0 0 20443 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1441008 10565 SH SOLE 0 0 10565 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2401443 33339 SH SOLE 0 0 33339 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1496244 23626 SH SOLE 0 0 23626 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 296612 1541 SH SOLE 0 0 1541 SERVICENOW INC COM 81762P102 705785 999 SH SOLE 0 0 999 SPDR GOLD TR GOLD SHS 78463V107 2664914 13940 SH SOLE 0 0 13940 SPDR S&P 500 ETF TR TR UNIT 78462F103 1188275 2500 SH SOLE 0 0 2500 SPROTT FDS TR URANIUM MINERS E 85208P303 241350 5000 SH SOLE 0 0 5000 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 596462 14225 SH SOLE 0 0 14225 TENET HEALTHCARE CORP COM NEW 88033G407 950975 12584 SH SOLE 0 0 12584 TJX COS INC NEW COM 872540109 1031910 11000 SH SOLE 0 0 11000 UNIVERSAL DISPLAY CORP COM 91347P105 3870152 20268 SH SOLE 0 0 20268 VANGUARD INDEX FDS LARGE CAP ETF 922908637 687827 3153 SH SOLE 0 0 3153 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3223147 7379 SH SOLE 0 0 7379 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 226132 5502 SH SOLE 0 0 5502 VISA INC COM CL A 92826C839 662070 2543 SH SOLE 0 0 2543 WALMART INC COM 931142103 587566 3727 SH SOLE 0 0 3727 WASTE MGMT INC DEL COM 94106L109 498437 2808 SH SOLE 0 0 2808 WYNN RESORTS LTD COM 983134107 1047766 11500 SH SOLE 0 0 11500