Poinciana Advisors Group, LLC Incresed Positions in Q2 2025

Poinciana Advisors Group, LLC

  • $111 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
66.7K
+ 34.58%
N/A
260K $5.29B
AVDV
American Centy ETF Tr Avantis

ETFs
5.95K
+ 7.13%
$61.76 - $79.32 $367K - $472K
89.4K $7.09B
AVUV
American Centy ETF Tr Avantis

ETFs
6.6K
+ 5.3%
$75.17 - $91.21 $496K - $602K
131K $12B
IVV
Ishares Core S&P 500 ETF

ETFs
1.32K
+ 323.77%
$498.8 - $620.9 $659K - $820K
1.73K $1.07B
NVDA
Nvidia Corp

Technology
2.34K
+ 30.72%
$94.31 - $157.99 $221K - $370K
9.96K $1.57B
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.3K
+ 28.03%
$53.65 - $67.02 $392K - $489K
33.4K $2.24B
AVEM
American Centy ETF Tr Avantis

ETFs
2.49K
+ 4.98%
$53.08 - $68.54 $132K - $171K
52.5K $3.6B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
6.71K
+ 24.29%
$23.4 - $29.68 $157K - $199K
34.3K $1.02B
MSFT
Microsoft Corp

Technology
345
+ 38.94%
$354.56 - $497.45 $122K - $172K
1.23K $612M
HOOD
Robinhood Markets, Inc.

Technology
17
+ 0.32%
$34.17 - $93.63 $581 - $1.59K
5.32K $498M
DFAI
Dimensional ETF Tr

ETFs
1.91K
+ 3.23%
$28.02 - $34.71 $53.4K - $66.2K
60.8K $2.1B
LYFT
Lyft, Inc.

Technology
12.5K
+ 118.86%
$9.97 - $17.21 $125K - $215K
23K $363M
EEM
Ishares Msci Emerging Markets

ETFs
1
+ 0.0%
$38.52 - $48.28 $38.5 - $48.3
43.8K $2.11B
AVGO
Broadcom Inc.

Technology
32
+ 1.82%
$146.29 - $275.65 $4.68K - $8.82K
1.79K $492M
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
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
VNQI
Vanguard Global Ex U.S. Real

ETFs
8
+ 0.04%
$37.77 - $46.15 $302 - $369
19.5K $900M
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
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
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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