Rollins Financial Advisors, LLC Portfolio Holdings

Rollins Financial Advisors, LLC

  • $627 Billion
  • Q2 2025

Rollins Financial Advisors, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $627 Billion distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $71.8B, Apple Inc. with a value of $59.7B, Microsoft Corp with a value of $54.3B, Schwab Strategic Tr Us Large C with a value of $44.2B, and Amazon Com Inc with a value of $42.7B.

Examining the 13F form we can see an increase of $53.1B in the current position value, from $574B to 627B.

Rollins Financial Advisors, LLC is based out at Atlanta, GA

Below you can find more details about Rollins Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $627 Billion
ETFs: $303 Billion
Technology: $125 Billion
Consumer Cyclical: $64.1 Billion
Communication Services: $50.8 Billion
Financial Services: $42.6 Billion
Energy: $13.4 Billion
Consumer Defensive: $3.29 Billion
Utilities: $3.24 Billion
Other: $4.7 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$71.8 Billion 11.45% of portfolio
130,166
Q2 2025 Reduced 7.31%
$0
$44.2 Billion 7.05% of portfolio
1,513,062
Q2 2025 Reduced 6.57%
$0
$18.7 Billion 2.98% of portfolio
262,327
Q2 2025 Added 3.61%
$0
$14.9 Billion 2.37% of portfolio
65,543
Q2 2025 Added 0.28%
$0
$12 Billion 1.92% of portfolio
69,542
Q2 2025 Added 3.69%
$0
$10.9 Billion 1.74% of portfolio
80,655
Q2 2025 Reduced 3.35%
$0
$9.94 Billion 1.59% of portfolio
74,597
Q2 2025 Added 2.76%
$0
$8.13 Billion 1.3% of portfolio
88,090
Q2 2025 Reduced 10.61%
$0
$7.66 Billion 1.22% of portfolio
196,848
Q2 2025 Reduced 4.93%
$0
$7.17 Billion 1.14% of portfolio
86,398
Q2 2025 Reduced 9.97%
$0
$6.96 Billion 1.11% of portfolio
283,545
Q2 2025 Reduced 10.94%
$0
$6.28 Billion 1.0% of portfolio
55,825
Q2 2025 Added 372.17%
$0
$6.05 Billion 0.96% of portfolio
54,915
Q2 2025 Reduced 5.5%
$0
$5.37 Billion 0.86% of portfolio
105,100
Q2 2025 Added 17.77%
$0
$5 Billion 0.8% of portfolio
27,370
Q2 2025 Reduced 8.92%
$0
$4.67 Billion 0.74% of portfolio
48,969
Q2 2025 Reduced 5.92%
$0
$4.14 Billion 0.66% of portfolio
156,224
Q2 2025 Reduced 3.53%
$0
$3.8 Billion 0.61% of portfolio
94,388
Q2 2025 Added 69.21%
$0
$3.64 Billion 0.58% of portfolio
86,165
Q2 2025 Reduced 0.36%
$0
$3.24 Billion 0.52% of portfolio
67,171
Q2 2025 Reduced 18.96%
$0
$3.01 Billion 0.48% of portfolio
4,866
Q2 2025 Reduced 6.66%
$0
$2.44 Billion 0.39% of portfolio
29,700
Q2 2025 Reduced 0.54%
$0
$2.21 Billion 0.35% of portfolio
21,996
Q2 2025 Added 15.75%
$0
$1.94 Billion 0.31% of portfolio
4,426
Q2 2025 Reduced 0.74%
$0
$1.86 Billion 0.3% of portfolio
10,526
Q2 2025 Reduced 8.12%
$0
$1.88 Billion 0.3% of portfolio
46,912
Q2 2025 Reduced 44.24%
$0
$1.69 Billion 0.27% of portfolio
18,005
Q2 2025 Reduced 15.49%
$0
$1.67 Billion 0.27% of portfolio
39,455
Q2 2025 Reduced 11.39%
$0
$1.63 Billion 0.26% of portfolio
7,673
Q1 2025 Reduced 4.08%
$0
$1.54 Billion 0.25% of portfolio
13,116
Q2 2025 Reduced 2.32%
$0
$1.54 Billion 0.25% of portfolio
35,662
Q2 2025 Added 9.29%
$0
$1.5 Billion 0.24% of portfolio
10,534
Q2 2025 Added 62.16%
$0
$1.4 Billion 0.22% of portfolio
26,711
Q2 2025 Reduced 4.67%
$0
$1.23 Billion 0.2% of portfolio
12,567
Q2 2025 Added 2.79%
$0
$1.22 Billion 0.19% of portfolio
15,732
Q2 2025 Added 38.93%
$0
$1.2 Billion 0.19% of portfolio
2,830
Q1 2025 Reduced 0.91%
$0
$1.14 Billion 0.18% of portfolio
1,841
Q1 2025 Reduced 8.36%
$0
$987 Million 0.16% of portfolio
5,233
Q2 2025 Added 133.3%
$0
$1 Billion 0.16% of portfolio
10,437
Q2 2025 Reduced 21.72%
$0
$937 Million 0.15% of portfolio
17,004
Q2 2025 Reduced 26.45%
$0
$864 Million 0.14% of portfolio
6,097
Q2 2025 Added 33.38%
$0
$756 Million 0.12% of portfolio
5,968
Q2 2025 Reduced 1.65%
$0
$701 Million 0.11% of portfolio
6,035
Q4 2023 New
$0
$618 Million 0.1% of portfolio
2,842
Q2 2025 Added 0.04%
$0
$605 Million 0.1% of portfolio
2,958
Q2 2025 Reduced 5.37%
$0
$542 Million 0.09% of portfolio
9,953
Q2 2025 New
$0
$575 Million 0.09% of portfolio
24,137
Q4 2024 Added 199.88%
$0
$476 Million 0.08% of portfolio
8,427
Q2 2025 Reduced 1.02%
$0
$477 Million 0.08% of portfolio
4,348
Q2 2025 Reduced 10.26%

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $627 Billion
  • Prior Value $574 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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