Poinciana Advisors Group, LLC Purchases in Q1 2025

Poinciana Advisors Group, LLC

  • $96.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
7.72K
+ 10.19%
$63.74 - $71.96 $492K - $555K
83.5K $5.82B
VGIT
Vanguard Intermediate Term Tre

ETFs
9.48K
+ 7.78%
$57.44 - $59.4 $544K - $563K
131K $7.8B
DFUS
Dimensional ETF Tr U S Equity

ETFs
11.1K
+ 74.34%
$59.61 - $66.71 $662K - $741K
26.1K $1.58B
DFAI
Dimensional ETF Tr

ETFs
13K
+ 28.18%
$28.88 - $32.4 $374K - $420K
58.9K $1.84B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.16K
+ 5.29%
$48.43 - $49.9 $250K - $257K
103K $5.12B
COP
Conocophillips

Energy
3.67K
New
$88.6 - $105.85 $325K - $388K
3.67K $385M
SNOW
Snowflake Inc.

Technology
2.62K
New
$146.16 - $192.78 $383K - $505K
2.62K $383M
LLY
Eli Lilly & CO

Healthcare
440
New
$725.72 - $929.72 $319K - $409K
440 $363M
GM
General Motors CO

Consumer Cyclical
7.1K
New
$45.22 - $54.92 $321K - $390K
7.1K $334M
Atlassian Corporation
1.42K
New
N/A
1.42K $301M
HUM
Humana Inc

Healthcare
1.01K
New
$249.11 - $303.11 $252K - $306K
1.01K $267M
QCOM
Qualcomm Inc

Technology
1.63K
New
$151.94 - $175.86 $248K - $287K
1.63K $251M
EIX
Edison International

Utilities
4.22K
New
$50.06 - $80.01 $211K - $338K
4.22K $249M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
9.19K
+ 49.86%
$25.35 - $27.46 $233K - $252K
27.6K $731M
APH
Amphenol Corp

Technology
3.67K
New
$61.62 - $78.55 $226K - $288K
3.67K $241M
CRM
Salesforce, Inc.

Technology
858
New
$268.36 - $359.95 $230K - $309K
858 $230M
VMC
Vulcan Materials CO

Basic Materials
985
New
$220.9 - $277.54 $218K - $273K
985 $230M
CVS
Cvs Health Corp

Healthcare
3.33K
New
$44.22 - $68.64 $147K - $229K
3.33K $226M
V
Visa Inc.

Financial Services
637
New
$306.92 - $362.71 $196K - $231K
637 $223M
PANW
Palo Alto Networks Inc

Technology
1.3K
New
$167.82 - $208.28 $217K - $270K
1.3K $221M
GWRE
Guidewire Software, Inc.

Technology
1.18K
New
$166.74 - $218.22 $196K - $257K
1.18K $221M
RGLD
Royal Gold Inc

Basic Materials
1.32K
New
$132.55 - $163.51 $175K - $216K
1.32K $216M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
588
New
$314.47 - $431.35 $185K - $254K
588 $216M
MPC
Marathon Petroleum Corp

Energy
1.47K
New
$134.72 - $159.03 $197K - $233K
1.47K $214M
DKNG
Draft Kings Inc.

Consumer Cyclical
6.32K
New
$33.21 - $53.49 $210K - $338K
6.32K $210M
HUN
Huntsman Corp

Basic Materials
13.3K
New
$15.79 - $18.04 $210K - $240K
13.3K $210M
MOH
Molina Healthcare, Inc.

Healthcare
619
New
$266.57 - $333.27 $165K - $206K
619 $204M
DFAE
Dimensional ETF Tr

ETFs
7.85K
New
$24.64 - $26.86 $193K - $211K
7.85K $203M
PCG
Pg&E Corp

Utilities
11.3K
New
$15.16 - $20.4 $172K - $231K
11.3K $195M
RBLX
Roblox Corp

Communication Services
2.82K
+ 74.02%
$53.77 - $75.47 $151K - $212K
6.62K $386M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
349
+ 58.17%
$507.05 - $563.67 $177K - $197K
949 $488M
Dimensional ETF Trust
4.5K
+ 8.92%
N/A
55K $1.44B
LYFT
Lyft, Inc.

Technology
10.5K
New
$11.27 - $15.12 $119K - $159K
10.5K $125M
VTI
Vanguard Total Stock Market Et

ETFs
574
+ 17.86%
$271.18 - $303.12 $156K - $174K
3.79K $1.04B
AVEM
American Centy ETF Tr Avantis

ETFs
533
+ 1.08%
$57.11 - $62.4 $30.4K - $33.3K
50K $3.01B
VRSN
Verisign Inc

Technology
67
+ 5.94%
$205.1 - $254.74 $13.7K - $17.1K
1.19K $303M
MSFT
Microsoft Corp

Technology
207
+ 30.49%
$375.39 - $447.2 $77.7K - $92.6K
886 $333M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
25.9K
New
$0.6 - $1.22 $15.5K - $31.6K
25.9K $15.7M
CNC
Centene Corp

Healthcare
195
+ 2.78%
$55.93 - $65.89 $10.9K - $12.8K
7.22K $438M
NVDA
Nvidia Corp

Technology
1.56K
+ 25.76%
$106.98 - $149.43 $167K - $233K
7.62K $825M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
33
+ 0.64%
$73.78 - $76.59 $2.43K - $2.53K
5.22K $399M
MRVL
Marvell Technology, Inc.

Technology
1.48K
+ 75.37%
$61.57 - $126.06 $90.8K - $186K
3.43K $211M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.07%
$120.29 - $134.6 $241 - $269
2.98K $363M
AVGO
Broadcom Inc.

Technology
104
+ 6.3%
$167.43 - $244.7 $17.4K - $25.4K
1.75K $294M
AVUV
American Centy ETF Tr Avantis

ETFs
10.7K
+ 9.38%
$84.95 - $100.62 $908K - $1.08M
125K $10.9B
Activity Summary
Buys All Purchases 46 New Holdings 26 Increased Positions 20 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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