Rollins Financial Advisors, LLC Portfolio Holdings

Rollins Financial Advisors, LLC

  • $627 Billion
  • Q2 2025

Rollins Financial Advisors, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $627 Billion distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $71.8B, Apple Inc. with a value of $59.7B, Microsoft Corp with a value of $54.3B, Schwab Strategic Tr Us Large C with a value of $44.2B, and Amazon Com Inc with a value of $42.7B.

Examining the 13F form we can see an increase of $53.1B in the current position value, from $574B to 627B.

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 $627 Billion
ETFs: $303 Billion
Technology: $125 Billion
Consumer Cyclical: $64.1 Billion
Communication Services: $50.8 Billion
Financial Services: $42.6 Billion
Energy: $13.4 Billion
Consumer Defensive: $3.29 Billion
Utilities: $3.24 Billion
Other: $4.7 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.7B
$5.43 Billion 0.87% of portfolio
184,555
Q2 2025 Reduced 3.16%
$68.2B
$4.45 Billion 0.71% of portfolio
143,469
Q2 2025 Reduced 1.99%
$53.7B
$3.31 Billion 0.53% of portfolio
182,437
Q2 2025 Reduced 3.9%
$102B
$1.75 Billion 0.28% of portfolio
19,044
Q2 2025 Added 2.89%
$95.8B
$1.23 Billion 0.2% of portfolio
10,433
Q2 2025 Reduced 1.01%
$127B
$735 Million 0.12% of portfolio
2,668
Q2 2025 Added 41.01%
$182B
$654 Million 0.1% of portfolio
7,007
Q2 2025 Reduced 0.48%
$182B
$615 Million 0.1% of portfolio
14,203
Q2 2025 Reduced 4.0%
$19B
$364 Million 0.06% of portfolio
3,000
Q1 2024 Reduced 9.69%
$52.5B
$230 Million 0.04% of portfolio
1,126
Q2 2025 New
$94.7B
$252 Million 0.04% of portfolio
344
Q2 2025 Reduced 4.18%
$111B
$261 Million 0.04% of portfolio
808
Q2 2025 New
$51.7B
$259 Million 0.04% of portfolio
1,032
Q4 2023 New
$32.7B
$209 Million 0.03% of portfolio
1,630
Q2 2025 Reduced 59.18%
$36.7B
$215 Million 0.03% of portfolio
1,757
Q2 2025 Reduced 28.14%

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $627 Billion
  • Prior Value $574 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
Track This Portfolio

Track Rollins Financial Advisors, LLC Portfolio

Follow Rollins Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rollins Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rollins Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email