Rollins Financial Advisors, LLC Incresed Positions in Q4 2024

Rollins Financial Advisors, LLC

  • $640 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.2M
+ 308.91%
$25.93 - $105.3 $31.1M - $126M
1.59M $44.3B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
47.9K
+ 25.4%
$65.67 - $69.79 $3.15M - $3.35M
237K $15.9B
BAC
Bank Of America Corp

Financial Services
12.5K
+ 2.44%
$39.22 - $47.77 $491K - $597K
525K $23.1B
JPM
Jpmorgan Chase & CO

Financial Services
5.61K
+ 22.37%
$205.18 - $250.29 $1.15M - $1.4M
30.7K $7.35B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7.55K
+ 15.21%
$198.04 - $221.51 $1.5M - $1.67M
57.2K $12B
KMI
Kinder Morgan, Inc.

Energy
34.9K
+ 23.35%
$22.59 - $28.54 $788K - $996K
184K $5.05B
ET
Energy Transfer LP

Energy
66.6K
+ 70.71%
$16.05 - $19.86 $1.07M - $1.32M
161K $3.15B
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
40K
+ 28.94%
$35.71 - $38.39 $1.43M - $1.54M
178K $6.59B
EPD
Enterprise Products Partners L.P.

Energy
29.7K
+ 27.75%
$28.66 - $34.43 $852K - $1.02M
137K $4.29B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
25.1K
+ 453.91%
$43.02 - $47.32 $1.08M - $1.19M
30.6K $1.32B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
8.72K
+ 13.28%
$42.05 - $48.31 $367K - $421K
74.3K $3.44B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.06K
+ 6.04%
$126.68 - $134.74 $515K - $547K
71.3K $9.1B
DUK
Duke Energy Corp

Utilities
4.18K
+ 74.0%
$105.76 - $120.76 $442K - $505K
9.83K $1.06B
AVGO
Broadcom Inc.

Technology
378
+ 7.91%
$159.67 - $250.0 $60.4K - $94.5K
5.16K $1.2B
PVAL
Putnam ETF Tr Putnam Focused L
9.34K
+ 127.87%
$36.85 - $39.99 $344K - $374K
16.6K $618M
NEAR
Blackrock Short Maturity Bond

ETFs
7.1K
+ 9.78%
$50.28 - $51.08 $357K - $363K
79.7K $4.02B
FNDX
Schwab Fundamental U S Large C

ETFs
213K
+ 214.97%
$23.49 - $71.77 $5M - $15.3M
312K $7.39B
T
At&T Inc.

Communication Services
11.2K
+ 90.99%
$21.22 - $23.88 $238K - $268K
23.5K $536M
SO
Southern CO

Utilities
4.26K
+ 31.53%
$81.5 - $94.15 $347K - $401K
17.8K $1.46B
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.56K
+ 51.69%
$113.79 - $124.5 $178K - $194K
4.58K $526M
XLF
Financial Sector Spdr

ETFs
2.36K
+ 12.54%
$44.89 - $51.34 $106K - $121K
21.2K $1.02B
WMT
Walmart Inc.

Consumer Defensive
1.02K
+ 16.71%
$79.1 - $95.7 $80.4K - $97.2K
7.1K $641M
QUAL
Ishares Msci Usa Quality Facto

ETFs
926
+ 3.0%
$176.42 - $186.91 $163K - $173K
31.8K $5.67B
GOOG
Alphabet Inc.

Communication Services
320
+ 13.51%
$163.08 - $198.16 $52.2K - $63.4K
2.69K $512M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.15K
+ 6.73%
$100.22 - $100.73 $115K - $116K
18.2K $1.83B
Pimco Multisector Bond Active Exchange Traded Fund
4.27K
+ 24.24%
N/A
21.9K $567M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.45K
+ 19.72%
$61.68 - $67.87 $89.1K - $98.1K
8.77K $547M
IEF
Ishares Barclays

ETFs
1.25K
+ 17.76%
$92.08 - $98.18 $115K - $122K
8.27K $764M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
105
+ 5.95%
$172.07 - $207.36 $18.1K - $21.8K
1.87K $369M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.01K
+ 3.55%
$77.23 - $82.11 $77.9K - $82.8K
29.4K $2.29B
IVV
Ishares Core S&P 500 ETF

ETFs
46
+ 2.34%
$570.51 - $610.59 $26.2K - $28.1K
2.01K $1.18B
SSO
Proshares Ultra S&P 500

ETFs
115
+ 0.96%
$87.92 - $99.73 $10.1K - $11.5K
12K $1.11B
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.33K
+ 1.56%
$40.15 - $42.9 $53.3K - $57K
86.2K $3.48B
IWM
Ishares Russell 2000 ETF

ETFs
110
+ 6.97%
$216.13 - $242.4 $23.8K - $26.7K
1.69K $373M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
36
+ 2.86%
$170.03 - $192.78 $6.12K - $6.94K
1.3K $239M
UBER
Uber Technologies, Inc

Technology
1.44K
+ 29.92%
$59.93 - $86.34 $86.1K - $124K
6.24K $376M
PANW
Palo Alto Networks Inc

Technology
623
+ 100.0%
$181.96 - $405.9 $113K - $253K
1.25K $227M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16.1K
+ 199.88%
$22.01 - $66.82 $354K - $1.08M
24.1K $548M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
72
+ 2.4%
$442.29 - $483.08 $31.8K - $34.8K
3.08K $1.39B
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.06%
$280.04 - $302.45 $280 - $302
1.6K $465M
JEPI
J P Morgan Exchange Traded Fd

ETFs
427
+ 5.78%
$57.53 - $60.83 $24.6K - $26K
7.81K $450M
VIG
Vanguard Dividend Appreciation

ETFs
77
+ 2.59%
N/A
3.05K $598M
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.12K
+ 200.0%
$22.4 - $68.28 $182K - $555K
12.2K $282M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
50
+ 1.88%
$113.92 - $127.38 $5.7K - $6.37K
2.71K $312M
XLI
Industrial Sector Spdr

ETFs
1
+ 0.06%
$131.76 - $143.99 $132 - $144
1.78K $234M
XOM
Exxon Mobil Corp

Energy
2
+ 0.09%
$105.51 - $125.37 $211 - $251
2.33K $251M
JNJ
Johnson & Johnson

Healthcare
2
+ 0.12%
$143.34 - $165.86 $287 - $332
1.73K $250M
VTV
Vanguard Value ETF

ETFs
156
+ 1.27%
$168.32 - $181.87 $26.3K - $28.4K
12.4K $2.11B
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.18%
$288.47 - $316.54 $1.44K - $1.58K
2.75K $798M
Activity Summary
Buys All Purchases 62 New Holdings 5 Increased Positions 57 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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