Rollins Financial Advisors, LLC Portfolio Holdings

Rollins Financial Advisors, LLC

  • $640 Billion
  • Q4 2024

Rollins Financial Advisors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $640 Billion distributed in 135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $82.6B, Invesco Qqq Trust, Series 1 with a value of $77.4B, Microsoft Corp with a value of $49.6B, Amazon Com Inc with a value of $44.8B, and Schwab Strategic Tr Us Large C with a value of $44.3B.

Examining the 13F form we can see an increase of $37.7B in the current position value, from $603B to 640B.

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 $640 Billion
ETFs: $294 Billion
Technology: $144 Billion
Consumer Cyclical: $81.6 Billion
Communication Services: $49.7 Billion
Financial Services: $35.4 Billion
Energy: $12.7 Billion
Industrials: $3.82 Billion
Consumer Defensive: $2.98 Billion
Other: $5.38 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.74 Billion 0.43% of portfolio
125,301
Q4 2024 Added 47.38%
$0
$100 Million 0.02% of portfolio
11,350
Q4 2024 Reduced 26.06%
$0
$70.4 Million 0.01% of portfolio
14,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $640 Billion
  • Prior Value $603 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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