Poinciana Advisors Group, LLC Reduced Holdings in Q3 2025

Poinciana Advisors Group, LLC

  • $118 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.61K
- 55.1%
$202.38 - $256.87 $529K - $671K
2.13K $542M
FTNT
Fortinet, Inc.

Technology
-1.59K
- 31.52%
$74.39 - $107.65 $118K - $171K
3.46K $291M
NTNX
Nutanix, Inc.

Technology
-1.17K
- 26.74%
$66.06 - $81.12 $77K - $94.5K
3.19K $237M
SNOW
Snowflake Inc.

Technology
-427
- 26.34%
$191.73 - $241.0 $81.9K - $103K
1.19K $269M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-173
- 29.67%
$567.77 - $614.76 $98.2K - $106K
410 $251M
VRSN
Verisign Inc

Technology
-224
- 15.68%
$263.02 - $305.98 $58.9K - $68.5K
1.21K $337M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-7
- 9.59%
$5364.25 - $5815.92 $37.5K - $40.7K
66 $356M
PGR
Progressive Corp

Financial Services
-109
- 8.45%
$238.61 - $264.3 $26K - $28.8K
1.18K $292M
AXS
Axis Capital Holdings LTD

Financial Services
-219
- 5.65%
$93.33 - $102.44 $20.4K - $22.4K
3.66K $350M
ZM
Zoom Video Communications, Inc.

Technology
-919
- 17.47%
$69.77 - $86.83 $64.1K - $79.8K
4.34K $358M
GM
General Motors CO

Consumer Cyclical
-1.71K
- 33.5%
$48.89 - $61.24 $83.4K - $104K
3.39K $206M
NTRA
Natera, Inc.

Healthcare
-174
- 9.1%
$133.66 - $181.11 $23.3K - $31.5K
1.74K $280M
RGLD
Royal Gold Inc

Basic Materials
-370
- 25.73%
$151.42 - $200.58 $56K - $74.2K
1.07K $214M
LYFT
Lyft, Inc.

Technology
-8.29K
- 36.01%
$13.41 - $22.93 $111K - $190K
14.7K $324M
EXEL
Exelixis, Inc.

Healthcare
-527
- 9.28%
$36.22 - $46.25 $19.1K - $24.4K
5.15K $213M
BFA
Brown Forman Corp Cl A
-242
- 0.46%
N/A
52.3K $1.41B
NFLX
Netflix Inc

Communication Services
-1
- 0.44%
$1147.87 - $1297.18 $1.15K - $1.3K
227 $272M
MANH
Manhattan Associates Inc

Technology
-165
- 10.57%
$196.16 - $227.94 $32.4K - $37.6K
1.4K $286M
GWRE
Guidewire Software, Inc.

Technology
-64
- 5.13%
$207.82 - $261.88 $13.3K - $16.8K
1.18K $272M
V
Visa Inc.

Financial Services
-31
- 4.49%
$332.09 - $358.86 $10.3K - $11.1K
659 $225M
T
At&T Inc.

Communication Services
-117
- 0.92%
$26.94 - $29.62 $3.15K - $3.47K
12.6K $357M
LNG
Cheniere Energy, Inc.

Energy
-13
- 1.31%
$222.68 - $244.28 $2.89K - $3.18K
979 $230M
FTI
Technip Fmc PLC

Energy
-1.01K
- 15.9%
$32.19 - $40.89 $32.5K - $41.3K
5.34K $211M
CME
Cme Group Inc.

Financial Services
-5
- 0.49%
$258.83 - $287.1 $1.29K - $1.44K
1.01K $273M
INCY
Incyte Corp

Healthcare
-736
- 21.88%
$67.27 - $86.96 $49.5K - $64K
2.63K $223M
ILMN
Illumina, Inc.

Healthcare
-46
- 1.36%
$91.69 - $109.88 $4.22K - $5.05K
3.33K $316M
MCK
Mckesson Corp

Healthcare
-18
- 5.68%
$659.01 - $772.54 $11.9K - $13.9K
299 $231M
CCL
Carnival Corp

Consumer Cyclical
-158
- 2.02%
$28.37 - $32.49 $4.48K - $5.13K
7.66K $221M
AVDE
American Centy ETF Tr Avantis

ETFs
-1.21K
- 6.09%
$73.24 - $79.04 $88.5K - $95.5K
18.6K $1.47B
UBER
Uber Technologies, Inc

Technology
-83
- 3.01%
$86.91 - $99.57 $7.21K - $8.26K
2.67K $262M
VEEV
Veeva Systems Inc

Healthcare
-11
- 0.9%
$269.2 - $297.91 $2.96K - $3.28K
1.21K $360M
BKR
Baker Hughes CO

Energy
-1.08K
- 16.72%
$38.68 - $50.55 $41.7K - $54.4K
5.36K $261M
CFG
Citizens Financial Group Inc

Financial Services
-545
- 9.76%
$46.1 - $53.65 $25.1K - $29.2K
5.04K $268M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
-459
- 2.22%
N/A
20.3K $78.4M
DAL
Delta Air Lines, Inc.

Industrials
-597
- 7.64%
$49.0 - $61.97 $29.3K - $37K
7.22K $409M
VRT
Vertiv Holdings CO

Industrials
-45
- 2.68%
N/A
1.64K $247M
MTZ
Mastec Inc

Industrials
-139
- 9.38%
$168.23 - $212.81 $23.4K - $29.6K
1.34K $286M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-1
- 0.21%
$473.44 - $553.71 $473 - $554
467 $255M
EME
Emcor Group, Inc.

Industrials
-32
- 6.17%
$530.88 - $655.83 $17K - $21K
487 $316M
IWV
Ishares Russell 3000 ETF

ETFs
-14
- 0.87%
$351.04 - $379.81 $4.91K - $5.32K
1.59K $601M
AVUS
American Centy ETF Tr Avantis

ETFs
-67
- 1.07%
$101.2 - $109.16 $6.78K - $7.31K
6.22K $676M
CMI
Cummins Inc

Industrials
-66
- 8.44%
$327.85 - $426.39 $21.6K - $28.1K
716 $302M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-34
- 2.84%
$171.01 - $228.24 $5.81K - $7.76K
1.16K $249M
RL
Ralph Lauren Corp

Consumer Cyclical
-39
- 2.53%
$272.1 - $320.75 $10.6K - $12.5K
1.5K $471M
PLTR
Palantir Technologies Inc.

Technology
-155
- 9.01%
$130.68 - $186.97 $20.3K - $29K
1.57K $286M
VTI
Vanguard Total Stock Market Et

ETFs
-88
- 2.56%
$303.93 - $329.86 $26.7K - $29K
3.35K $1.1B
TPR
Tapestry, Inc.

Consumer Cyclical
-252
- 6.77%
$86.48 - $116.14 $21.8K - $29.3K
3.47K $393M
GE
General Electric CO

Industrials
-71
- 3.21%
$244.75 - $305.63 $17.4K - $21.7K
2.14K $645M
AVGO
Broadcom Inc.

Technology
-59
- 3.3%
$264.74 - $369.57 $15.6K - $21.8K
1.73K $570M
Activity Summary
Buys All Purchases 36 New Holdings 12 Increased Positions 24 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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