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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$77.4 Billion 12.09% of portfolio
151,427
Q4 2024 Reduced 8.2%
$0
$44.3 Billion 6.92% of portfolio
1,589,809
Q4 2024 Added 308.91%
$0
$15.9 Billion 2.48% of portfolio
236,681
Q4 2024 Added 25.4%
$0
$12 Billion 1.88% of portfolio
57,220
Q4 2024 Added 15.21%
$0
$11.3 Billion 1.77% of portfolio
87,915
Q4 2024 Reduced 2.31%
$0
$11.3 Billion 1.76% of portfolio
70,548
Q4 2024 Reduced 9.63%
$0
$9.1 Billion 1.42% of portfolio
71,309
Q4 2024 Added 6.04%
$0
$8.76 Billion 1.37% of portfolio
103,403
Q4 2024 Reduced 0.25%
$0
$7.51 Billion 1.17% of portfolio
94,865
Q4 2024 Reduced 12.66%
$0
$7.39 Billion 1.15% of portfolio
312,121
Q4 2024 Added 214.97%
$0
$6.59 Billion 1.03% of portfolio
178,380
Q4 2024 Added 28.94%
$0
$6.53 Billion 1.02% of portfolio
64,338
Q4 2024 Reduced 10.04%
$0
$5.67 Billion 0.89% of portfolio
31,838
Q4 2024 Added 3.0%
$0
$4.73 Billion 0.74% of portfolio
53,860
Q4 2024 Reduced 0.64%
$0
$4.61 Billion 0.72% of portfolio
168,656
Q4 2024 Added 195.52%
$0
$4.57 Billion 0.71% of portfolio
19,639
Q4 2024 Reduced 0.62%
$0
$3.57 Billion 0.56% of portfolio
6,097
Q4 2024 Reduced 0.86%
$0
$3.48 Billion 0.54% of portfolio
86,215
Q4 2024 Added 1.56%
$0
$3.44 Billion 0.54% of portfolio
74,334
Q4 2024 Added 13.28%
$0
$2.93 Billion 0.46% of portfolio
88,349
Q4 2024 Reduced 3.12%
$0
$2.35 Billion 0.37% of portfolio
25,324
Q4 2024 Reduced 10.86%
$0
$2.29 Billion 0.36% of portfolio
29,428
Q4 2024 Added 3.55%
$0
$2.11 Billion 0.33% of portfolio
12,448
Q4 2024 Added 1.27%
$0
$1.83 Billion 0.29% of portfolio
18,197
Q4 2024 Added 6.73%
$0
$1.83 Billion 0.29% of portfolio
4,464
Q4 2024 Reduced 0.11%
$0
$1.51 Billion 0.24% of portfolio
7,999
Q4 2024 Reduced 4.59%
$0
$1.47 Billion 0.23% of portfolio
13,554
Q4 2024 Reduced 11.8%
$0
$1.32 Billion 0.21% of portfolio
30,598
Q4 2024 Added 453.91%
$0
$1.35 Billion 0.21% of portfolio
23,902
Q4 2024 Reduced 2.98%
$0
$1.15 Billion 0.18% of portfolio
2,856
Q3 2024 Reduced 8.67%
$0
$1.16 Billion 0.18% of portfolio
31,362
Q4 2024 Reduced 15.07%
$0
$1.18 Billion 0.18% of portfolio
2,009
Q4 2024 Added 2.34%
$0
$1.11 Billion 0.17% of portfolio
12,048
Q4 2024 Added 0.96%
$0
$1.02 Billion 0.16% of portfolio
21,174
Q4 2024 Added 12.54%
$0
$902 Million 0.14% of portfolio
9,162
Q4 2024 Reduced 24.16%
$0
$852 Million 0.13% of portfolio
14,618
Q4 2024 Reduced 0.89%
$0
$845 Million 0.13% of portfolio
6,951
Q4 2024 Reduced 2.33%
$0
$764 Million 0.12% of portfolio
8,267
Q4 2024 Added 17.76%
$0
$750 Million 0.12% of portfolio
3,341
Q4 2024 Reduced 3.44%
$0
$762 Million 0.12% of portfolio
5,703
Q4 2024 Reduced 5.31%
$0
$618 Million 0.1% of portfolio
16,646
Q4 2024 Added 127.87%
$0
$664 Million 0.1% of portfolio
6,332
Q3 2024 Reduced 13.86%
$0
$665 Million 0.1% of portfolio
6,035
Q4 2023 New
$0
$636 Million 0.1% of portfolio
6,787
Q4 2024 Reduced 13.3%
$0
$666 Million 0.1% of portfolio
11,968
Q4 2024 Reduced 10.47%
$0
$547 Million 0.09% of portfolio
8,772
Q4 2024 Added 19.72%
$0
$598 Million 0.09% of portfolio
3,052
Q4 2024 Added 2.59%
$0
$548 Million 0.09% of portfolio
24,137
Q4 2024 Added 199.88%
$0
$526 Million 0.08% of portfolio
4,581
Q4 2024 Added 51.69%

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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