Rollins Financial Advisors, LLC Portfolio Holdings

Rollins Financial Advisors, LLC

  • $582 Billion
  • Q2 2024

Rollins Financial Advisors, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $582 Billion distributed in 124 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 $82.9B, Apple Inc. with a value of $71.1B, Microsoft Corp with a value of $54.6B, Amazon Com Inc with a value of $42.1B, and Schwab Strategic Tr Us Large C with a value of $39.4B.

Examining the 13F form we can see an increase of $51.4B in the current position value, from $531B to 582B.

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 $582 Billion
ETFs: $275 Billion
Technology: $138 Billion
Consumer Cyclical: $67.6 Billion
Communication Services: $47.7 Billion
Financial Services: $28.8 Billion
Energy: $6.31 Billion
Healthcare: $3.27 Billion
Consumer Defensive: $2.92 Billion
Other: $3.95 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $582 Billion
  • Prior Value $531 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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