PRIMORIS WEALTH ADVISORS, LLC
Sector Allocation
- Other45.3%$99.4M
- Technology30.3%$66.4M
- Healthcare7.4%$16.2M
- Consumer Discretionary4.6%$10.1M
- Industrials3.6%$7.9M
- Financials3.3%$7.2M
- Utilities2.6%$5.7M
- Consumer Staples2.4%$5.2M
- Materials0.3%$607,263
- Energy0.2%$499,939
AUM History
13fpro.ai/research/fund/primoris-wealth-advisors-llc-1909619
Conviction and streaks
Stable · top 10 = 40.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- FIDELITY$11.8M
LRCX
$11.3MAMD
$10.7M- VANGUARD$10.5M
- VANGUARD$9.7M
MU
$9.6MAXGN
$6.5MAMZN
$6.4MAAPL
$6.3M- FIDELITY$5.7M
GOOG
$5.5MNVDA
$4.5MMRVL
$4.4MINTC
$4.1M- FIDELITY$3.8M
- SELECT$3.7M
- FIDELITY$3.6M
PM
$3.5MNEE
$3.2MLLY
$3.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/primoris-wealth-advisors-llc-1909619
PRIMORIS WEALTH ADVISORS, LLC 13F holdings — Q2 2026
$219.3M portfolio (+53.6% QoQ) · 125 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio
- 1
FIDELITY COVINGTON TRUST - MSCI INFO TECH I
$11.8M
5.4% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— $11.3M
5.2% of stocks
-21%This quarter-5.9%Since filed10+ qtrsHeld$10.7M
4.9% of stocks
-15%This quarter+23.7%Since filed10+ qtrsHeld- 4
VANGUARD INDEX FDS - S&P 500 ETF SHS
$10.5M
4.8% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD INDEX FDS - GROWTH ETF
$9.7M
4.4% of stocks
+1019%This quarter—Since filed—HeldAIQuality—Est. buy— $9.6M
4.4% of stocks
-45%This quarter+22.3%Since filed4 qtrsHeld$6.5M
3.0% of stocks
+1%This quarter-8.1%Since filed8 qtrsHeld$6.4M
2.9% of stocks
+18%This quarter+9.9%Since filed10+ qtrsHeld$6.3M
2.9% of stocks
+0.2%This quarter+1.7%Since filed10+ qtrsHeld- 10
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$5.7M
2.6% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $11.8M | 5.4% | +13% | — | — | — | — | |
| 2 | $11.3M | 5.2% | -21% | -5.9% | 10+ qtrs | 81.7#17 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $10.7M | 4.9% | -15% | +23.7% | 10+ qtrs | 79.8#31 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $10.5M | 4.8% | +15% | — | — | — | — | |
| 5 | VANGUARD INDEX FDS - GROWTH ETF | $9.7M | 4.4% | +1019% | — | — | — | — | |
| 6 | $9.6M | 4.4% | -45% | +22.3% | 4 qtrsTrimmed 3 qtrs in a row | 89.7#1 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $6.5M | 3.0% | +1% | -8.1% | 8 qtrs | 40.7#2,078 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $6.4M | 2.9% | +18% | +9.9% | 10+ qtrsAdded 3 qtrs in a row | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $6.3M | 2.9% | +0.2% | +1.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $5.7M | 2.6% | +0.2% | — | — | — | — |
All holdings — PRIMORIS WEALTH ADVISORS, LLC (Q2 2026)
125 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $5.5M | 2.5% | 16K | +3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | NVIDIA CORP | Technology | $4.5M | 2.1% | 23K | +0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Marvell Technology, Inc. | Technology | $4.4M | 2.0% | 15K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | INTEL CORP | Technology | $4.1M | 1.9% | 30K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | FIDELITY COVINGTON TRUST - MSCI UTILS INDEX | — | $3.8M | 1.7% | 65K | -31% | — | — | 13F |
| 16 | — | SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund | — | $3.7M | 1.7% | 23K | +1007% | — | — | 13F |
| 17 | — | FIDELITY COVINGTON TRUST - VLU FACTOR ETFetf/fund | — | $3.6M | 1.7% | 47K | +3% | — | — | 13F |
| 18 | Philip Morris International Inc. | Consumer Staples | $3.5M | 1.6% | 19K | +9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | NEXTERA ENERGY INC | Utilities | $3.2M | 1.5% | 37K | +4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ELI LILLY & Co | Healthcare | $3.2M | 1.5% | 2,666 | +910% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | SCHMID Group N.V. | Industrials | $3.1M | 1.4% | 503K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | SERIES PORTFOLIOS TR - ELDR AAA CLO ETFetf/fund | — | $2.9M | 1.3% | 115K | +821% | — | — | 13F |
| 23 | JOHNSON & JOHNSON | Healthcare | $2.7M | 1.2% | 10K | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | DBX ETF TR - XTRACK MSCI JAPNetf/fund | — | $2.5M | 1.1% | 22K | New | — | — | 13F |
| 25 | STATE STREET CORPetf/fund | Financials | $2.5M | 1.1% | 57K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PLTR | Palantir Technologies Inc. | Technology | $2.5M | 1.1% | 22K | -14% | |||
| 27 | $BRKR | BRUKER CORP | Healthcare | $2.5M | 1.1% | 42K | New | |||
| 28 | — | SERIES PORTFOLIOS TR - ELDRIDGE BBB B | — | $2.4M | 1.1% | 92K | +80% | |||
| 29 | — | SPDR SERIES TRUST - ST STR SP HOME | — | $2.4M | 1.1% | 21K | New | |||
| 30 | $HQY | HEALTHEQUITY, INC. | Industrials | $2.3M | 1.1% | 26K | New | |||
| 31 | — | ISHARES TR - BROAD USD HIGH | — | $2.3M | 1.0% | 62K | +68% | |||
| 32 | — | ISHARES TR - 20 YR TR BD ETF | — | $2.2M | 1.0% | 26K | New | |||
| 33 | — | VS TRUST - 2X LO VI FU ET | — | $2.0M | 0.9% | 655K | New | |||
| 34 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $2.0M | 0.9% | 24K | -3% | |||
| 35 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $2.0M | 0.9% | 33K | -5% | |||
| 36 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.9M | 0.8% | 2,500 | — | |||
| 37 | $RH | RH | Consumer Discretionary | $1.7M | 0.8% | 11K | New | |||
| 38 | $SO | SOUTHERN CO | Utilities | $1.7M | 0.8% | 18K | — | |||
| 39 | — | ISHARES TR - IBOXX INV CP ETF | — | $1.7M | 0.8% | 15K | New | |||
| 40 | $META | Meta Platforms, Inc. | Technology | $1.7M | 0.8% | 2,939 | -3% | |||
| 41 | $GOOGL | Alphabet Inc. | Technology | $1.6M | 0.7% | 4,524 | +8% | |||
| 42 | $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | Other | $1.6M | 0.7% | 134K | +0.0% | |||
| 43 | — | KRANESHARES TRUST - QUADRATIC DEFLAI | — | $1.5M | 0.7% | 15K | New | |||
| 44 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $1.3M | 0.6% | 48K | +2% | |||
| 45 | — | EA SERIES TRUST - STRIVE ENHANCED | — | $1.3M | 0.6% | 63K | New | |||
| 46 | $BBN | BlackRock Taxable Municipal Bond Trust | — | $1.2M | 0.6% | 77K | +0.0% | |||
| 47 | — | ISHARES TR - PFD AND INCM SEC | — | $1.1M | 0.5% | 37K | -2% | |||
| 48 | $WMT | Walmart Inc. | Consumer Staples | $1.1M | 0.5% | 9,884 | -0.4% | |||
| 49 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $1.1M | 0.5% | 24K | -6% | |||
| 50 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $1.1M | 0.5% | 3,153 | — | |||
| 51 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.1M | 0.5% | 3,544 | +28% | |||
| 52 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $982K | 0.5% | 6,483 | +62% | |||
| 53 | — | ISHARES TR - 7-10 YR TRSY BD | — | $949K | 0.4% | 10K | New | |||
| 54 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $948K | 0.4% | 1,242 | -11% | |||
| 55 | $NZF | Nuveen Municipal Credit Income Fund | Other | $923K | 0.4% | 73K | +20% | |||
| 56 | — | ISHARES TR - CORE S&P MCP ETF | — | $905K | 0.4% | 12K | -6% | |||
| 57 | $V | VISA INC. | Financials | $884K | 0.4% | 2,576 | — | |||
| 58 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $873K | 0.4% | 1,745 | +18% | |||
| 59 | — | SIMPLIFY EXCHANGE TRADED FUN - HEALTH CARE ETF | — | $744K | 0.3% | 19K | New | |||
| 60 | — | GLOBAL X FDS - US INFR DEV ETF | — | $707K | 0.3% | 12K | New | |||
| 61 | $WRBY | Warby Parker Inc. | Healthcare | $698K | 0.3% | 23K | New | |||
| 62 | $DELL | Dell Technologies Inc. | Technology | $647K | 0.3% | 1,500 | New | |||
| 63 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $626K | 0.3% | 850 | +2% | |||
| 64 | $BA | BOEING CO | Industrials | $616K | 0.3% | 2,844 | -3% | |||
| 65 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR TA HIYL | — | $610K | 0.3% | 15K | +50% | |||
| 66 | $MSFT | MICROSOFT CORP | Technology | $600K | 0.3% | 1,608 | -67% | |||
| 67 | — | ISHARES TR - CORE S&P500 ETF | — | $589K | 0.3% | 786 | +7% | |||
| 68 | $GFI | GOLD FIELDS LTD | Materials | $588K | 0.3% | 18K | — | |||
| 69 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $587K | 0.3% | 3,082 | — | |||
| 70 | $NOW | ServiceNow, Inc. | Technology | $572K | 0.3% | 5,760 | New | |||
| 71 | $NDMO | Nuveen Dynamic Municipal Opportunities Fund | Other | $568K | 0.3% | 55K | +0.1% | |||
| 72 | — | ISHARES TR - CORE S&P SCP ETF | — | $560K | 0.3% | 3,776 | -14% | |||
| 73 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | — | $558K | 0.3% | 14K | -0.1% | |||
| 74 | — | FIDELITY MERRIMACK STR TR - LTD TRM BD ETF | — | $551K | 0.3% | 11K | New | |||
| 75 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $538K | 0.3% | 1,526 | — | |||
| 76 | $MS | MORGAN STANLEY | Financials | $537K | 0.2% | 2,567 | — | |||
| 77 | $GLD | SPDR GOLD TRUST | Financials | $525K | 0.2% | 1,425 | -65% | |||
| 78 | $STX | Seagate Technology Holdings plc | Technology | $520K | 0.2% | 539 | New | |||
| 79 | — | ISHARES TR - IBOXX HI YD ETF | — | $492K | 0.2% | 6,150 | — | |||
| 80 | — | ISHARES TR - SELECT DIVID ETF | — | $473K | 0.2% | 3,026 | — | |||
| 81 | — | ISHARES TR - U.S. INSRNCE ETF | — | $471K | 0.2% | 3,350 | New | |||
| 82 | $WM | WASTE MANAGEMENT INC | Utilities | $469K | 0.2% | 2,104 | -5% | |||
| 83 | $GIS | GENERAL MILLS INC | Consumer Staples | $433K | 0.2% | 12K | — | |||
| 84 | $SPFI | SOUTH PLAINS FINANCIAL, INC. | Financials | $415K | 0.2% | 9,625 | New | |||
| 85 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $413K | 0.2% | 1,468 | +2% | |||
| 86 | — | FIDELITY COVINGTON TRUST - MSCI INDL INDX | — | $411K | 0.2% | 4,125 | -5% | |||
| 87 | $ATRO | ASTRONICS CORP | Industrials | $406K | 0.2% | 5,000 | New | |||
| 88 | $DE | DEERE & CO | Industrials | $400K | 0.2% | 631 | -3% | |||
| 89 | $TSLA | Tesla, Inc. | Consumer Discretionary | $395K | 0.2% | 939 | -75% | |||
| 90 | $IVZ | Invesco Ltd. | Financials | $390K | 0.2% | 2,415 | — | |||
| 91 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | — | $388K | 0.2% | 3,698 | -28% | |||
| 92 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | — | $383K | 0.2% | 2,346 | +33% | |||
| 93 | — | SSGA ACTIVE TR - SST BRIDGEWATER | — | $372K | 0.2% | 13K | New | |||
| 94 | $UTF | COHEN & STEERS INFRASTRUCTURE FUND INC | Other | $371K | 0.2% | 13K | -2% | |||
| 95 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $362K | 0.2% | 1,617 | -28% | |||
| 96 | $HONA | Honeywell Aerospace Inc. | Industrials | $357K | 0.2% | 1,617 | New | |||
| 97 | — | SPDR SERIES TRUST - ST STR SP REGBNK | — | $341K | 0.2% | 4,550 | +5% | |||
| 98 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $336K | 0.1% | 5,627 | +2% | |||
| 99 | $AAAU | Goldman Sachs Physical Gold ETF | Financials | $334K | 0.1% | 8,430 | +29% | |||
| 100 | $ELV | Elevance Health, Inc. | Healthcare | $329K | 0.1% | 850 | New | |||
| 101 | — | PROCURE ETF TRUST II - SPACE ETF | — | $324K | 0.1% | 6,400 | New | |||
| 102 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $321K | 0.1% | 614 | +23% | |||
| 103 | — | PIMCO ETF TR - 25YR+ ZERO U S | — | $321K | 0.1% | 5,000 | New | |||
| 104 | $EIX | EDISON INTERNATIONAL | Utilities | $313K | 0.1% | 4,201 | — | |||
| 105 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $297K | 0.1% | 715 | New | |||
| 106 | — | ISHARES TR - U.S. MED DVC ETF | — | $294K | 0.1% | 5,955 | -4% | |||
| 107 | $ET | Energy Transfer LP | Energy | $287K | 0.1% | 15K | — | |||
| 108 | $CAT | CATERPILLAR INC | Industrials | $283K | 0.1% | 266 | New | |||
| 109 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $279K | 0.1% | 386 | New | |||
| 110 | — | ISHARES TR - US HLTHCR PR ETF | — | $249K | 0.1% | 4,500 | New | |||
| 111 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $242K | 0.1% | 1,204 | — | |||
| 112 | $JPM | JPMORGAN CHASE & CO | Financials | $222K | 0.1% | 677 | New | |||
| 113 | $MSTR | Strategy Inc | Financials | $217K | 0.1% | 2,492 | — | |||
| 114 | $NGG | NATIONAL GRID PLC | Energy | $213K | 0.1% | 2,572 | — | |||
| 115 | $MSI | Motorola Solutions, Inc. | Technology | $208K | 0.1% | 502 | — | |||
| 116 | — | EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF | — | $201K | 0.1% | 2,350 | New | |||
| 117 | $SJM | J M SMUCKER Co | Consumer Staples | $201K | 0.1% | 1,787 | New | |||
| 118 | $ETJ | Eaton Vance Risk-Managed Diversified Equity Income Fund | Other | $133K | 0.1% | 16K | +0.0% | |||
| 119 | $SG | Sweetgreen, Inc. | Consumer Discretionary | $88K | 0.0% | 10K | New | |||
| 120 | $USA | LIBERTY ALL STAR EQUITY FUND | Other | $72K | 0.0% | 12K | -1.0% | |||
| 121 | $POWW | Outdoor Holding Co | Industrials | $33K | 0.0% | 14K | — | |||
| 122 | $WETH | Wetouch Technology Inc. | Technology | $24K | 0.0% | 20K | -7% | |||
| 123 | $NAK | NORTHERN DYNASTY MINERALS LTD | Materials | $19K | 0.0% | 10K | — | |||
| 124 | $GWH | ESS Tech, Inc. | Technology | $16K | 0.0% | 17K | — | |||
| 125 | $TELA | TELA Bio, Inc. | Healthcare | $15K | 0.0% | 20K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 39 new, 36 added to, 29 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (39)
first bought this quarter
first bought this quarter
$SHMDSCHMID Group N.V.$3.1M
first bought this quarter
- DBX ETF TR - XTRACK MSCI JAPN$2.5M
first bought this quarter
$STTSTATE STREET CORP$2.5M
first bought this quarter
$BRKRBRUKER CORP$2.5M
first bought this quarter
+33 more in the Excel export
Added to (36)
- VANGUARD INDEX FDS - GROWTH ETF+1019%
now $9.7M
- SELECT SECTOR SPDR TR - ST STR CARE ETF+1007%
now $3.7M
now $3.2M · held 5 qtrs
- SERIES PORTFOLIOS TR - ELDR AAA CLO ETF+821%
now $2.9M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+15%
now $10.5M
- FIDELITY COVINGTON TRUST - MSCI INFO TECH I+13%
now $11.8M
+30 more in the Excel export
Trimmed (29)
now $9.6M · held 4 qtrs, 3 trims in a row
now $11.3M · held 10+ qtrs
now $10.7M · held 10+ qtrs
- FIDELITY COVINGTON TRUST - MSCI UTILS INDEX-31%
now $3.8M
$MSFTMICROSOFT CORP-67%
now $600K · held 10+ qtrs, 2 trims in a row
$TSLATesla, Inc.-75%
now $395K · held 4 qtrs, 2 trims in a row
+23 more in the Excel export
Sold out (10)
- TEUCRIUM COMMODITY TRwas $2.4M
- VANECK ETF TRUSTwas $2.3M
$DGXQUEST DIAGNOSTICS INCwas $2.1M
held 2 qtrs
- TEUCRIUM COMMODITY TRwas $1.9M
- GLOBAL X FDSwas $401K
- TEUCRIUM COMMODITY TRwas $261K
+4 more in the Excel export
Holdings by quarter
Every 13F PRIMORIS WEALTH ADVISORS, LLC has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow PRIMORIS WEALTH ADVISORS?
Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of PRIMORIS WEALTH ADVISORS's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+9.8%
Value-weighted move of the 10 largest stock positions
Turnover
16%
Last quarter; 57% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
79%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
PRIMORIS WEALTH ADVISORS, LLC disclosed 125 positions worth $219.3M in its Form 13F-HR for Q2 2026, followed by $LRCX and $AMD. During the quarter the fund opened 39 new positions and exited 10 — including a new stake in $MRVL. The portfolio is most concentrated in Other (45.3% of disclosed assets). All figures are sourced directly from PRIMORIS WEALTH ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1909619.
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AI-Powered Hedge Fund Analysis: PRIMORIS WEALTH ADVISORS, LLC
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Every holding in PRIMORIS WEALTH ADVISORS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.