Rollins Financial Advisors, LLC Purchases in Q2 2024

Rollins Financial Advisors, LLC

  • $582 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.61K
+ 2.52%
$87.04 - $101.61 $837K - $977K
390K $39.4B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
41.5K
+ 36.68%
$57.33 - $65.34 $2.38M - $2.71M
155K $9.82B
TQQQ
Proshares Ultrapro Qqq

ETFs
16K
+ 14.82%
$49.48 - $76.9 $794K - $1.23M
124K $9.17B
NVDA
Nvidia Corp

Technology
66.4K
+ 869.33%
$118.11 - $1224.4 $7.84M - $81.3M
74K $9.14B
BAC
Bank Of America Corp

Financial Services
16.3K
+ 3.28%
$34.68 - $40.02 $565K - $652K
513K $20.4B
Blackrock Flexible Income ETF
27.1K
+ 150.9%
N/A
45.1K $2.36B
JPM
Jpmorgan Chase & CO

Financial Services
6.74K
+ 37.79%
$180.08 - $204.79 $1.21M - $1.38M
24.6K $4.97B
KMI
Kinder Morgan, Inc.

Energy
55.8K
+ 83.2%
$17.69 - $20.11 $987K - $1.12M
123K $2.44B
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
31.1K
New
$31.01 - $34.55 $964K - $1.07M
31.1K $1.07B
EPD
Enterprise Products Partners L.P.

Energy
35.1K
+ 70.85%
$27.74 - $29.88 $973K - $1.05M
84.6K $2.45B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.59K
+ 3.49%
$170.63 - $199.67 $271K - $317K
47.1K $9.29B
ET
Energy Transfer LP

Energy
58.1K
+ 581.34%
$15.1 - $16.25 $878K - $945K
68.1K $1.11B
ARCC
Ares Capital Corp

Financial Services
45.4K
+ 286.78%
$20.24 - $21.58 $918K - $979K
61.2K $1.27B
IXN
Ishares Global Information Tec

ETFs
1.3K
+ 1.27%
$68.72 - $84.8 $89.5K - $110K
104K $8.57B
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.11K
+ 15.77%
$154.56 - $173.19 $635K - $712K
30.2K $5.15B
META
Meta Platforms, Inc.

Communication Services
248
+ 0.8%
$430.17 - $527.34 $107K - $131K
31.1K $15.7B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
12.6K
New
$35.75 - $42.83 $451K - $540K
12.6K $535M
ITA
Ishares Tr

ETFs
2.98K
New
$127.05 - $137.39 $378K - $409K
2.98K $393M
FNDX
Schwab Fundamental U S Large C

ETFs
5.59K
+ 6.64%
$63.87 - $67.55 $357K - $377K
89.7K $6.01B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.88K
+ 6.95%
$114.71 - $121.51 $445K - $471K
59.7K $7.08B
XOM
Exxon Mobil Corp

Energy
2.75K
New
$108.36 - $122.2 $298K - $337K
2.75K $317M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.76K
New
$127.7 - $179.69 $225K - $317K
1.76K $307M
AVGO
Broadcom Inc.

Technology
103
+ 29.43%
$1204.71 - $1828.87 $124K - $188K
453 $727M
IWM
Ishares Russell 2000 ETF

ETFs
1.05K
New
$192.84 - $209.44 $203K - $221K
1.05K $214M
PANW
Palo Alto Networks Inc

Technology
609
New
$265.2 - $340.82 $162K - $208K
609 $206M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.59K
New
$124.6 - $132.46 $198K - $210K
1.59K $202M
MRK
Merck & Co., Inc.

Healthcare
1.32K
+ 60.89%
$123.8 - $132.96 $164K - $176K
3.49K $432M
HD
Home Depot, Inc.

Consumer Cyclical
981
+ 17.96%
$325.1 - $368.03 $319K - $361K
6.44K $2.22B
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.13K
+ 5.48%
$36.45 - $38.58 $151K - $159K
79.4K $3.01B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.3K
+ 24.93%
$91.3 - $93.01 $119K - $121K
6.51K $603M
XLF
Financial Sector Spdr

ETFs
3.41K
+ 11.62%
$39.59 - $42.49 $135K - $145K
32.8K $1.35B
IYJ
Ishares Tr

ETFs
1.24K
+ 19.74%
$119.1 - $125.05 $147K - $155K
7.51K $897M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.59K
+ 42.07%
$55.45 - $57.39 $88.1K - $91.1K
5.36K $304M
WMT
Walmart Inc.

Consumer Defensive
500
+ 8.28%
$58.85 - $68.9 $29.4K - $34.5K
6.54K $443M
CRWD
Crowd Strike Holdings, Inc.

Technology
65
+ 7.56%
$282.64 - $390.43 $18.4K - $25.4K
925 $354M
IEF
Ishares Barclays

ETFs
921
+ 9.49%
$91.24 - $94.6 $84K - $87.1K
10.6K $995M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.05%
$151.94 - $186.86 $152 - $187
2.14K $392M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
4.5K
+ 45.0%
$15.57 - $20.94 $70.1K - $94.2K
14.5K $272M
IVV
Ishares Core S&P 500 ETF

ETFs
27
+ 1.48%
$497.53 - $549.64 $13.4K - $14.8K
1.85K $1.01B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
49
+ 4.99%
$199.21 - $276.76 $9.76K - $13.6K
1.03K $269M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
357
+ 1.39%
$68.68 - $73.31 $24.5K - $26.2K
26K $1.89B
SCHX
Schwab Strategic Tr Us Large C

ETFs
475
+ 13.25%
$58.7 - $64.78 $27.9K - $30.8K
4.06K $261M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24
+ 3.85%
$455.1 - $504.28 $10.9K - $12.1K
648 $324M
KO
Coca Cola CO

Consumer Defensive
34
+ 0.47%
$58.06 - $64.15 $1.97K - $2.18K
7.3K $465M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
172
+ 1.04%
$100.13 - $100.67 $17.2K - $17.3K
16.7K $1.68B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
122
+ 4.3%
$396.73 - $420.24 $48.4K - $51.3K
2.96K $1.2B
UBER
Uber Technologies, Inc

Technology
385
+ 8.93%
$63.52 - $77.16 $24.5K - $29.7K
4.7K $341M
VTV
Vanguard Value ETF

ETFs
166
+ 1.43%
$154.57 - $163.65 $25.7K - $27.2K
11.8K $1.89B
XLI
Industrial Sector Spdr

ETFs
27
+ 1.33%
$120.47 - $125.94 $3.25K - $3.4K
2.05K $250M
Activity Summary
Buys All Purchases 51 New Holdings 9 Increased Positions 42 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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