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Primoris Wealth Advisors’s Trump Media & Technology Group DJT Stock Holding History

Primoris Wealth Advisors’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,515
Closed -$225K – 109
2025
Q1 		$225K Buy
+11,515
New +$323K 0.17% 88

Other funds holding DJT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primoris Wealth Advisors's DJT Position: Q2 2025 in Review

Primoris Wealth Advisors sold out of Trump Media & Technology Group (DJT) in Q2 2025, closing a stake of 11,515 shares — an estimated $225K sold.

Primoris Wealth Advisors first reported a position in DJT in Q1 2025 and held it in 1 quarter. The position peaked at $225K in Q1 2025. 317 funds tracked by Wall St. Rank hold DJT as of Q2 2025.

  • Primoris Wealth Advisors reported no remaining Trump Media & Technology Group position as of Q2 2025 after selling out during the quarter.
  • Primoris Wealth Advisors sold 11,515 Trump Media & Technology Group shares in Q2 2025, an estimated $225K.
  • Primoris Wealth Advisors first reported a position in Trump Media & Technology Group in Q1 2025 and held it in 1 quarter.
  • Primoris Wealth Advisors's Trump Media & Technology Group position peaked at $225K in Q1 2025.
  • 317 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2025.

Based on Primoris Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.