Poinciana Advisors Group, LLC Purchases in Q3 2025

Poinciana Advisors Group, LLC

  • $118 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
2.51K
+ 1.91%
$90.37 - $102.12 $227K - $256K
134K $13.3B
VGIT
Vanguard Intermediate Term Tre

ETFs
12.4K
+ 9.36%
$58.97 - $60.36 $733K - $750K
145K $8.72B
DFSD
Dimensional ETF Tr Short Durat

ETFs
10.4K
+ 157.76%
$47.86 - $48.43 $495K - $501K
16.9K $815M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.28K
+ 6.85%
$67.01 - $72.84 $153K - $166K
35.6K $2.58B
PCG
Pg&E Corp

Utilities
18K
New
$13.0 - $15.73 $235K - $284K
18K $272M
CHWY
Chewy, Inc.

Consumer Cyclical
6.06K
New
$34.27 - $42.33 $208K - $256K
6.06K $245M
APH
Amphenol Corp

Technology
1.92K
New
$97.39 - $125.4 $187K - $241K
1.92K $238M
FIX
Comfort Systems Usa Inc

Industrials
286
New
$521.66 - $825.18 $149K - $236K
286 $236M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10.8K
New
$20.76 - $21.78 $224K - $235K
10.8K $233M
FDX
Fedex Corp

Industrials
969
New
$217.1 - $243.2 $210K - $236K
969 $229M
DFAI
Dimensional ETF Tr

ETFs
3.21K
+ 5.27%
$34.05 - $36.55 $109K - $117K
64K $2.33B
BIIB
Biogen Inc.

Healthcare
1.55K
New
$122.68 - $148.84 $191K - $231K
1.55K $218M
CNC
Centene Corp

Healthcare
5.92K
New
$25.21 - $56.65 $149K - $335K
5.92K $211M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.45K
+ 3.51%
$49.78 - $50.75 $171K - $175K
102K $5.15B
CINF
Cincinnati Financial Corp

Financial Services
1.31K
New
$145.8 - $158.1 $191K - $207K
1.31K $207M
VTV
Vanguard Value ETF

ETFs
1.11K
New
$175.51 - $186.57 $194K - $206K
1.11K $206M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.48K
New
$113.78 - $148.0 $169K - $219K
1.48K $205M
OSK
Oshkosh Corp

Industrials
1.57K
New
$118.16 - $143.44 $185K - $225K
1.57K $203M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.13K
+ 9.1%
$29.55 - $32.52 $92.4K - $102K
37.5K $1.2B
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.97K
+ 39.03%
$28.69 - $30.59 $143K - $152K
17.7K $539M
TSLA
Tesla, Inc.

Consumer Cyclical
35
+ 4.42%
$293.94 - $444.72 $10.3K - $15.6K
826 $368M
Lam Research Corp
25
+ 0.85%
N/A
2.95K $395M
MSFT
Microsoft Corp

Technology
152
+ 12.35%
$491.09 - $535.64 $74.6K - $81.4K
1.38K $716M
DINO
Hf Sinclair Corp

Energy
5
+ 0.06%
$42.11 - $54.01 $211 - $270
8.52K $446M
ITOT
Ishares Core S&P Total U.S. St

ETFs
243
+ 6.85%
$135.0 - $146.02 $32.8K - $35.5K
3.79K $552M
VMC
Vulcan Materials CO

Basic Materials
5
+ 0.5%
$260.62 - $307.62 $1.3K - $1.54K
997 $307M
DFAE
Dimensional ETF Tr

ETFs
488
+ 5.26%
$28.84 - $31.84 $14.1K - $15.5K
9.77K $308M
MDT
Medtronic PLC

Healthcare
49
+ 1.15%
$87.67 - $95.74 $4.3K - $4.69K
4.31K $410M
Dimensional ETF Trust
232
+ 0.38%
N/A
60.5K $1.65B
WMT
Walmart Inc.

Consumer Defensive
45
+ 1.67%
$94.4 - $104.27 $4.25K - $4.69K
2.75K $283M
ADT
Adt Inc.

Industrials
619
+ 3.53%
$8.27 - $8.85 $5.12K - $5.48K
18.2K $158M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
51
+ 1.02%
$76.16 - $78.59 $3.88K - $4.01K
5.06K $395M
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.03%
$108.22 - $120.47 $108 - $120
3.21K $356M
META
Meta Platforms, Inc.

Communication Services
1
+ 0.37%
$695.21 - $791.73 $695 - $792
274 $201M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2
+ 0.1%
$123.13 - $140.8 $246 - $282
1.95K $250M
Activity Summary
Buys All Purchases 36 New Holdings 12 Increased Positions 24 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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