Poinciana Advisors Group, LLC Purchases in Q2 2025

Poinciana Advisors Group, LLC

  • $111 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
5.29K
+ 9.61%
N/A
60.3K $1.62B
ZS
Zscaler, Inc.

Technology
105
+ 9.04%
$174.67 - $315.32 $18.3K - $33.1K
1.27K $397M
PATH
Ui Path, Inc.

Technology
12.6K
New
$9.79 - $13.31 $123K - $167K
12.6K $161M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.62K
+ 1.24%
$58.63 - $59.9 $95.1K - $97.2K
133K $7.95B
GE
General Electric CO

Industrials
97
+ 4.58%
$166.81 - $257.39 $16.2K - $25K
2.21K $570M
Arista Networks Inc
505
+ 15.07%
N/A
3.86K $395M
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 12.31%
$4164.15 - $5789.24 $33.3K - $46.3K
73 $423M
HWM
Howmet Aerospace Inc.

Industrials
10
+ 0.47%
$112.33 - $186.13 $1.12K - $1.86K
2.14K $399M
CVS
Cvs Health Corp

Healthcare
1.7K
+ 51.14%
$60.04 - $70.18 $102K - $120K
5.04K $347M
ITOT
Ishares Core S&P Total U.S. St

ETFs
570
+ 19.13%
$108.12 - $135.04 $61.6K - $77K
3.55K $479M
VRSN
Verisign Inc

Technology
235
+ 19.68%
$234.49 - $288.8 $55.1K - $67.9K
1.43K $413M
SPY
Spdr S&P 500 ETF Trust

ETFs
19
+ 1.2%
$496.48 - $617.85 $9.43K - $11.7K
1.6K $990M
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.1K
+ 46.93%
$47.09 - $48.01 $98.7K - $101K
6.56K $315M
NFLX
Netflix Inc

Communication Services
5
+ 2.24%
$855.86 - $1339.13 $4.28K - $6.7K
228 $305M
AMCR
Amcor PLC

Consumer Cyclical
10.2K
New
$8.57 - $9.81 $87.2K - $99.9K
10.2K $93.6M
FTNT
Fortinet, Inc.

Technology
434
+ 9.4%
$84.71 - $108.69 $36.8K - $47.2K
5.05K $534M
TPR
Tapestry, Inc.

Consumer Cyclical
279
+ 8.11%
$60.6 - $87.81 $16.9K - $24.5K
3.72K $327M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
272
+ 17.65%
$153.22 - $199.8 $41.7K - $54.3K
1.81K $340M
RL
Ralph Lauren Corp

Consumer Cyclical
1
+ 0.06%
$182.34 - $286.22 $182 - $286
1.54K $422M
NTRA
Natera, Inc.

Healthcare
149
+ 8.45%
$132.23 - $171.87 $19.7K - $25.6K
1.91K $323M
GWRE
Guidewire Software, Inc.

Technology
70
+ 5.95%
$172.73 - $257.37 $12.1K - $18K
1.25K $294M
DFAE
Dimensional ETF Tr

ETFs
1.44K
+ 18.3%
$22.87 - $28.95 $32.8K - $41.6K
9.28K $269M
BAC
Bank Of America Corp

Financial Services
118
+ 1.33%
$34.39 - $47.46 $4.06K - $5.6K
9.01K $426M
ZM
Zoom Video Communications, Inc.

Technology
433
+ 8.97%
$66.7 - $84.62 $28.9K - $36.6K
5.26K $410M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
19
+ 2.23%
$224.32 - $326.09 $4.26K - $6.2K
870 $284M
AVUS
American Centy ETF Tr Avantis

ETFs
4
+ 0.06%
$81.38 - $100.82 $326 - $403
6.29K $634M
RGLD
Royal Gold Inc

Basic Materials
115
+ 8.69%
$155.48 - $186.71 $17.9K - $21.5K
1.44K $256M
AXS
Axis Capital Holdings LTD

Financial Services
219
+ 5.99%
$87.23 - $106.93 $19.1K - $23.4K
3.88K $403M
CMI
Cummins Inc

Industrials
73
+ 10.3%
$267.12 - $336.65 $19.5K - $24.6K
782 $256M
MCK
Mckesson Corp

Healthcare
18
+ 6.02%
$652.83 - $732.78 $11.8K - $13.2K
317 $232M
VMC
Vulcan Materials CO

Basic Materials
7
+ 0.71%
$226.49 - $276.01 $1.59K - $1.93K
992 $259M
Blackrock Inc
1
+ 0.4%
N/A
252 $264M
V
Visa Inc.

Financial Services
53
+ 8.32%
$308.27 - $373.31 $16.3K - $19.8K
690 $245M
ADT
Adt Inc.

Industrials
1.47K
+ 9.15%
$7.54 - $8.6 $11.1K - $12.6K
17.5K $149M
LNG
Cheniere Energy, Inc.

Energy
22
+ 2.27%
$197.25 - $244.33 $4.34K - $5.38K
992 $242M
MMM
3 M CO

Industrials
12
+ 0.45%
$126.09 - $154.15 $1.51K - $1.85K
2.7K $412M
CME
Cme Group Inc.

Financial Services
11
+ 1.09%
$252.37 - $290.71 $2.78K - $3.2K
1.02K $280M
T
At&T Inc.

Communication Services
145
+ 1.15%
$26.33 - $28.94 $3.82K - $4.2K
12.7K $369M
GILD
Gilead Sciences, Inc.

Healthcare
10
+ 0.31%
$96.91 - $113.0 $969 - $1.13K
3.21K $355M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
517
+ 2.56%
N/A
20.7K $58.6M
PGR
Progressive Corp

Financial Services
10
+ 0.78%
$255.27 - $288.74 $2.55K - $2.89K
1.29K $344M
Activity Summary
Buys All Purchases 92 New Holdings 37 Increased Positions 55 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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