Rollins Financial Advisors, LLC Portfolio Holdings

Rollins Financial Advisors, LLC

  • $603 Billion
  • Q3 2024

Rollins Financial Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $603 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 $80.5B, Apple Inc. with a value of $77.8B, Microsoft Corp with a value of $51.1B, Schwab Strategic Tr Us Large C with a value of $40.5B, and Amazon Com Inc with a value of $39.4B.

Examining the 13F form we can see an increase of $20.2B in the current position value, from $582B to 603B.

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 $603 Billion
ETFs: $287 Billion
Technology: $140 Billion
Consumer Cyclical: $69.5 Billion
Communication Services: $46.4 Billion
Financial Services: $29.6 Billion
Energy: $8.2 Billion
Industrials: $3.6 Billion
Healthcare: $3.46 Billion
Other: $4.91 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.14B
$653 Million 0.11% of portfolio
3,313
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $603 Billion
  • Prior Value $582 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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