Rollins Financial Advisors, LLC Incresed Positions in Q3 2025

Rollins Financial Advisors, LLC

  • $661 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.89K
+ 4.41%
$225.11 - $247.9 $651K - $717K
68.4K $16.9B
PVAL
Putnam ETF Tr Putnam Focused L
35.5K
+ 37.65%
$39.93 - $42.72 $1.42M - $1.52M
130K $5.55B
Pimco Multisector Bond Active Exchange Traded Fund
63.4K
+ 62.8%
N/A
164K $4.41B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.2K
+ 8.31%
$132.9 - $142.03 $824K - $881K
80.8K $11.4B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.08K
+ 10.89%
$110.74 - $122.12 $673K - $742K
61.9K $7.49B
Ishares Flexible Income Active ETF
10.9K
+ 14.81%
N/A
84.2K $4.48B
CAT
Caterpillar Inc

Industrials
107
+ 2.05%
$390.92 - $477.15 $41.8K - $51.1K
5.33K $2.54B
ITA
Ishares Tr

ETFs
1.87K
+ 35.81%
$184.73 - $209.26 $346K - $392K
7.11K $1.49B
ALCC
Alt C Acquisition Corp.

Financial Services
1.77K
+ 34.02%
N/A
6.97K $778M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.85K
+ 2.76%
$47.75 - $54.24 $88.5K - $101K
69K $3.7B
NEAR
Blackrock Short Maturity Bond

ETFs
7.78K
+ 7.4%
$50.8 - $51.32 $395K - $399K
113K $5.79B
QLD
Proshares Ultra Qqq

ETFs
906
+ 6.91%
$115.66 - $138.31 $105K - $125K
14K $1.92B
SSO
Proshares Ultra S&P 500

ETFs
1.53K
+ 12.15%
$97.48 - $112.71 $149K - $172K
14.1K $1.58B
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.52K
+ 24.91%
$139.82 - $155.45 $212K - $236K
7.62K $1.18B
XLC
Select Sector Spdr Tr Communic

ETFs
2.29K
+ 76.71%
$105.99 - $119.41 $243K - $274K
5.28K $625M
FDN
First Tr Fd Dow Jones

ETFs
946
+ 64.05%
$264.06 - $287.34 $250K - $272K
2.42K $678M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.59K
+ 36.03%
$54.35 - $59.32 $195K - $213K
13.5K $801M
PLTR
Palantir Technologies Inc.

Technology
727
+ 30.86%
$130.68 - $186.97 $95K - $136K
3.08K $562M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
354
+ 84.09%
$567.77 - $614.76 $201K - $218K
775 $475M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
218
+ 5.34%
$459.11 - $506.91 $100K - $111K
4.3K $2.16B
JGRO
J P Morgan Exchange Traded Fd
1.52K
+ 32.32%
N/A
6.21K $582M
FNDF
Schwab Fundamental Intl Large

ETFs
887
+ 1.89%
$39.84 - $43.15 $35.3K - $38.3K
47.8K $2.05B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.05K
+ 35.96%
$108.46 - $120.63 $114K - $126K
3.96K $471M
IGM
Ishares Expanded Tech Sector E

ETFs
539
+ 11.59%
$110.96 - $127.67 $59.8K - $68.8K
5.19K $653M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
999
+ 32.26%
$92.97 - $100.18 $92.9K - $100K
4.1K $407M
IVV
Ishares Core S&P 500 ETF

ETFs
24
+ 1.3%
$620.67 - $670.08 $14.9K - $16.1K
1.87K $1.25B
BLOK
Amplify ETF Tr Trnsformational

ETFs
450
+ 8.09%
$56.05 - $67.13 $25.2K - $30.2K
6.01K $403M
SO
Southern CO

Utilities
269
+ 1.41%
$90.83 - $96.0 $24.4K - $25.8K
19.3K $1.83B
Ishares Bitcoin Trust ETF
902
+ 22.02%
N/A
5K $325M
IEF
Ishares Barclays

ETFs
686
+ 6.57%
$93.91 - $97.26 $64.4K - $66.7K
11.1K $1.07B
XLG
Invesco Exchange Traded Fd Tr

ETFs
635
+ 9.79%
$51.78 - $57.89 $32.9K - $36.8K
7.12K $410M
QTUM
ETF Ser Solutions Defiance Qua
350
+ 14.33%
N/A
2.79K $293M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.3K
+ 17.79%
$30.13 - $33.37 $39.2K - $43.4K
8.61K $287M
DUK
Duke Energy Corp

Utilities
4
+ 0.04%
$116.31 - $125.93 $465 - $504
10.4K $1.29B
T. Rowe Price Capital Appreciation Equity ETF
674
+ 6.96%
N/A
10.4K $390M
DFAT
Dimensional ETF Tr U S Target

ETFs
5
+ 0.05%
$53.36 - $59.69 $267 - $298
9.13K $531M
PANW
Palo Alto Networks Inc

Technology
144
+ 12.79%
$167.06 - $208.19 $24.1K - $30K
1.27K $259M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.18%
$303.93 - $329.86 $608 - $660
1.12K $367M
VZ
Verizon Communications Inc

Communication Services
371
+ 2.61%
$40.84 - $45.06 $15.2K - $16.7K
14.6K $641M
DGRO
Ishares Core Dividend Growth E

ETFs
5
+ 0.1%
$64.12 - $68.08 $321 - $340
5.16K $351M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
11
+ 0.29%
$56.98 - $61.66 $627 - $678
3.85K $235M
MRK
Merck & Co., Inc.

Healthcare
12
+ 0.45%
$77.6 - $87.37 $931 - $1.05K
2.71K $227M
XOM
Exxon Mobil Corp

Energy
2
+ 0.09%
$105.83 - $117.22 $212 - $234
2.34K $264M
KO
Coca Cola CO

Consumer Defensive
97
+ 1.92%
$65.67 - $71.67 $6.37K - $6.95K
5.14K $341M
PM
Philip Morris International Inc.

Consumer Defensive
52
+ 4.09%
$157.77 - $183.27 $8.2K - $9.53K
1.32K $214M
Activity Summary
Buys All Purchases 60 New Holdings 14 Increased Positions 46 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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