Rollins Financial Advisors, LLC Portfolio Holdings

Rollins Financial Advisors, LLC

  • $574 Billion
  • Q1 2025

Rollins Financial Advisors, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $574 Billion distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $70.7B, Invesco Qqq Trust, Series 1 with a value of $65.8B, Microsoft Corp with a value of $42.6B, Schwab Strategic Tr Us Large C with a value of $40.6B, and Amazon Com Inc with a value of $38.2B.

Examining the 13F form we can see an decrease of $66.2B in the current position value, from $640B to 574B.

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 $574 Billion
ETFs: $272 Billion
Technology: $120 Billion
Consumer Cyclical: $61.2 Billion
Communication Services: $43.4 Billion
Financial Services: $39 Billion
Energy: $14.2 Billion
Industrials: $3.67 Billion
Consumer Defensive: $3.22 Billion
Other: $5.04 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$781B
$1.55 Billion 0.27% of portfolio
1,879
Q1 2025 Added 8.49%
$0
$1.4 Billion 0.24% of portfolio
28,019
Q1 2025 Added 32.33%
$0
$1.33 Billion 0.23% of portfolio
7,673
Q1 2025 Reduced 4.08%
$0
$1.3 Billion 0.23% of portfolio
32,630
Q1 2025 Added 4.04%
$93B
$1.29 Billion 0.22% of portfolio
10,539
Q1 2025 Added 7.18%
$0
$1.27 Billion 0.22% of portfolio
13,333
Q1 2025 Added 61.28%
$0
$1.27 Billion 0.22% of portfolio
23,119
Q1 2025 Reduced 3.28%
$0
$1.19 Billion 0.21% of portfolio
13,427
Q1 2025 Reduced 0.94%
$0
$1.09 Billion 0.19% of portfolio
11,823
Q1 2025 New
$0
$1.03 Billion 0.18% of portfolio
1,841
Q1 2025 Reduced 8.36%
$0
$1.02 Billion 0.18% of portfolio
2,830
Q1 2025 Reduced 0.91%
$0
$1.01 Billion 0.18% of portfolio
12,226
Q1 2025 Added 1.48%
$196B
$1.01 Billion 0.18% of portfolio
35,711
Q1 2025 Added 51.66%
$232B
$847 Million 0.15% of portfolio
2,713
Q1 2025 Reduced 1.38%
$0
$846 Million 0.15% of portfolio
6,496
Q1 2025 Added 13.9%
$0
$795 Million 0.14% of portfolio
11,324
Q1 2025 New
$183B
$671 Million 0.12% of portfolio
14,795
Q1 2025 Added 75.07%
$570B
$670 Million 0.12% of portfolio
1,912
Q1 2025 Added 0.05%
$270B
$642 Million 0.11% of portfolio
7,318
Q1 2025 Added 3.13%
$0
$618 Million 0.11% of portfolio
6,035
Q4 2023 New
$0
$606 Million 0.11% of portfolio
3,126
Q1 2025 Added 2.42%
$0
$561 Million 0.1% of portfolio
2,841
Q1 2025 Reduced 14.97%
$0
$566 Million 0.1% of portfolio
10,988
Q1 2025 Reduced 8.19%
$0
$566 Million 0.1% of portfolio
6,044
Q1 2025 Reduced 10.95%
$5.39B
$505 Million 0.09% of portfolio
3,313
Q3 2024 New
$169B
$513 Million 0.09% of portfolio
7,041
Q1 2025 Added 12.93%
$0
$518 Million 0.09% of portfolio
8,514
Q1 2025 Reduced 41.76%
$0
$520 Million 0.09% of portfolio
24,137
Q4 2024 Added 199.88%
$0
$533 Million 0.09% of portfolio
4,571
Q1 2025 Reduced 0.22%
$1.01T
$541 Million 0.09% of portfolio
3,463
Q1 2025 Added 28.78%
$0
$432 Million 0.08% of portfolio
7,566
Q1 2025 Reduced 3.17%
$0
$436 Million 0.08% of portfolio
9,472
Q1 2025 Added 34.74%
$0
$444 Million 0.08% of portfolio
3,937
Q4 2024 Reduced 8.16%
$0
$468 Million 0.08% of portfolio
8,016
Q1 2025 Reduced 8.62%
$0
$470 Million 0.08% of portfolio
9,281
Q3 2024 New
$0
$475 Million 0.08% of portfolio
4,845
Q1 2025 Reduced 23.48%
$310B
$401 Million 0.07% of portfolio
5,603
Q1 2025 Reduced 1.89%
$0
$384 Million 0.07% of portfolio
1,396
Q1 2025 Reduced 12.91%
$0
$337 Million 0.06% of portfolio
1,692
Q1 2025 Added 0.18%
$505B
$332 Million 0.06% of portfolio
356
Q1 2025 Added 4.09%
$0
$320 Million 0.06% of portfolio
3,462
Q1 2025 Added 26.17%
$81.3B
$317 Million 0.06% of portfolio
1,892
Q1 2025 Reduced 63.32%
$0
$342 Million 0.06% of portfolio
3,771
Q1 2025 New
$0
$343 Million 0.06% of portfolio
2,243
Q1 2025 Added 41.51%
$0
$348 Million 0.06% of portfolio
2,380
Q1 2025 Reduced 30.04%
$16.8B
$357 Million 0.06% of portfolio
3,000
Q1 2024 Reduced 9.69%
$376B
$365 Million 0.06% of portfolio
2,144
Q4 2023 New
$915B
$366 Million 0.06% of portfolio
2,204
Q1 2025 Added 17.92%
$0
$370 Million 0.06% of portfolio
8,079
Q1 2025 Added 0.3%

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $574 Billion
  • Prior Value $640 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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