Poinciana Advisors Group, LLC Purchases and Sells in Q1 2025

Poinciana Advisors Group, LLC

$96.5 Billion
Q1 2025

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVDV	7.72K + 10.19%	$63.74 - $71.96 $492K - $555K	83.5K $5.82B
VGIT	9.48K + 7.78%	$57.44 - $59.4 $544K - $563K	131K $7.8B
DFUS	11.1K + 74.34%	$59.61 - $66.71 $662K - $741K	26.1K $1.58B
DFAI	13K + 28.18%	$28.88 - $32.4 $374K - $420K	58.9K $1.84B
VTIP	5.16K + 5.29%	$48.43 - $49.9 $250K - $257K	103K $5.12B
DFEM	9.19K + 49.86%	$25.35 - $27.46 $233K - $252K	27.6K $731M

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COP	3.67K New	$88.6 - $105.85 $325K - $388K	3.67K $385M
SNOW	2.62K New	$146.16 - $192.78 $383K - $505K	2.62K $383M
LLY	440 New	$725.72 - $929.72 $319K - $409K	440 $363M
GM	7.1K New	$45.22 - $54.92 $321K - $390K	7.1K $334M
ATLASSIAN CORPORATION	1.42K New	N/A	1.42K $301M
DASH	1.53K New	$168.37 - $213.38 $258K - $327K	1.53K $280M

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BFA	-47.2K - 30.12%	N/A	110K $3.67B
AAPL	-2.83K - 27.92%	$209.68 - $247.1 $593K - $698K	7.3K $1.62B
DFAC	-3.06K - 1.25%	$32.42 - $36.13 $99K - $110K	242K $7.99B
EA SERIES TRUST	-1.4K - 0.72%	N/A	193K $3.75B
AMZN	-839 - 31.14%	$190.26 - $242.06 $160K - $203K	1.86K $353M
DFAT	-1.73K - 5.4%	$50.44 - $58.1 $87.1K - $100K	30.3K $1.56B

Activity Summary All Purchases 46 New Holdings 26 Increased Positions 20 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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