Poinciana Advisors Group, LLC New Holdings in Q4 2024

Poinciana Advisors Group, LLC

  • $98.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
114K
New
$94.37 - $106.41 $10.8M - $12.1M
114K $11B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
245K
New
$33.92 - $36.6 $8.32M - $8.97M
245K $8.48B
VGIT
Vanguard Intermediate Term Tre

ETFs
122K
New
$57.78 - $60.4 $7.04M - $7.35M
122K $7.06B
BFA
Brown Forman Corp Cl A
157K
New
N/A
157K $5.91B
AVDV
American Centy ETF Tr Avantis

ETFs
75.8K
New
$63.85 - $70.4 $4.84M - $5.33M
75.8K $4.93B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
97.5K
New
$48.33 - $49.08 $4.71M - $4.78M
97.5K $4.72B
Ea Series Trust
194K
New
N/A
194K $4.21B
DFIV
Dimensional ETF Tr

ETFs
93K
New
$34.86 - $37.97 $3.24M - $3.53M
93K $3.3B
AVEM
American Centy ETF Tr Avantis

ETFs
49.5K
New
$58.59 - $66.14 $2.9M - $3.27M
49.5K $2.91B
AAPL
Apple Inc.

Technology
10.1K
New
$221.69 - $259.02 $2.24M - $2.62M
10.1K $2.53B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
54.6K
New
$40.38 - $44.35 $2.2M - $2.42M
54.6K $2.23B
EEM
Ishares Msci Emerging Markets

ETFs
45.4K
New
$41.82 - $47.36 $1.9M - $2.15M
45.4K $1.9B
DFAT
Dimensional ETF Tr U S Target

ETFs
32K
New
$54.54 - $61.04 $1.74M - $1.95M
32K $1.78B
DFAX
Dimensional ETF Tr
70.9K
New
$24.76 - $27.04 $1.76M - $1.92M
70.9K $1.76B
JNJ
Johnson & Johnson

Healthcare
12K
New
$143.34 - $165.86 $1.72M - $1.99M
12K $1.74B
DFAI
Dimensional ETF Tr

ETFs
46K
New
$29.0 - $31.6 $1.33M - $1.45M
46K $1.34B
AVDE
American Centy ETF Tr Avantis

ETFs
21.3K
New
$60.9 - $66.69 $1.29M - $1.42M
21.3K $1.3B
Dimensional ETF Trust
50.5K
New
N/A
50.5K $1.29B
DFUS
Dimensional ETF Tr U S Equity

ETFs
14.9K
New
$61.52 - $66.5 $919K - $994K
14.9K $953M
VTI
Vanguard Total Stock Market Et

ETFs
3.21K
New
$280.04 - $302.45 $900K - $972K
3.21K $931M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.58K
New
$567.81 - $607.81 $899K - $962K
1.58K $928M
NVDA
Nvidia Corp

Technology
6.06K
New
$117.0 - $148.88 $709K - $902K
6.06K $813M
VNQI
Vanguard Global Ex U.S. Real

ETFs
19.5K
New
$39.22 - $47.52 $765K - $926K
19.5K $771M
AVRE
American Centy ETF Tr Avantis
14.9K
New
$41.03 - $46.91 $613K - $701K
14.9K $627M
AVUS
American Centy ETF Tr Avantis

ETFs
6.33K
New
$94.36 - $102.06 $597K - $646K
6.33K $614M
AMZN
Amazon Com Inc

Consumer Cyclical
2.69K
New
$180.88 - $232.93 $487K - $628K
2.69K $591M
DISV
Dimensional ETF Tr Dimensional

ETFs
20.6K
New
$26.18 - $28.77 $539K - $592K
20.6K $547M
IWV
Ishares Russell 3000 ETF

ETFs
1.6K
New
$323.08 - $349.08 $517K - $559K
1.6K $535M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
18.4K
New
$26.16 - $28.82 $482K - $531K
18.4K $483M
FTNT
Fortinet, Inc.

Technology
4.62K
New
$76.49 - $99.21 $353K - $458K
4.62K $436M
CNC
Centene Corp

Healthcare
7.03K
New
$56.71 - $73.94 $398K - $520K
7.03K $426M
CME
Cme Group Inc.

Financial Services
1.77K
New
$221.17 - $246.02 $391K - $435K
1.77K $410M
ZM
Zoom Video Communications, Inc.

Technology
4.89K
New
$67.21 - $89.03 $329K - $435K
4.89K $399M
BAC
Bank Of America Corp

Financial Services
9K
New
$39.22 - $47.77 $353K - $430K
9K $395M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.18K
New
$74.5 - $78.37 $386K - $406K
5.18K $387M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.98K
New
$124.26 - $134.12 $370K - $399K
2.98K $383M
AVGO
Broadcom Inc.

Technology
1.65K
New
$159.67 - $250.0 $263K - $413K
1.65K $383M
Arista Networks Inc
3.36K
New
N/A
3.36K $371M
ADBE
Adobe Inc.

Technology
815
New
$437.39 - $552.96 $356K - $451K
815 $362M
INCY
Incyte Corp

Healthcare
5.21K
New
$65.08 - $83.38 $339K - $434K
5.21K $360M
SMAR
Smartsheet Inc

Technology
6.35K
New
$55.35 - $56.51 $351K - $359K
6.35K $356M
RL
Ralph Lauren Corp

Consumer Cyclical
1.54K
New
$192.23 - $233.41 $296K - $359K
1.54K $355M
GE
General Electric CO

Industrials
2.12K
New
$159.95 - $194.23 $339K - $412K
2.12K $353M
MMM
3 M CO

Industrials
2.71K
New
$124.74 - $137.12 $337K - $371K
2.71K $349M
MDT
Medtronic PLC

Healthcare
4.27K
New
$79.61 - $92.24 $340K - $394K
4.27K $341M
PGR
Progressive Corp

Financial Services
1.37K
New
$239.6 - $268.88 $329K - $369K
1.37K $329M
CMCSA
Comcast Corp

Communication Services
8.73K
New
$37.39 - $45.14 $326K - $394K
8.73K $328M
AXS
Axis Capital Holdings LTD

Financial Services
3.66K
New
$78.26 - $94.05 $286K - $344K
3.66K $324M
BKNG
Booking Holdings Inc.

Consumer Cyclical
65
New
$4100.99 - $5300.34 $267K - $345K
65 $324M
Activity Summary
Buys All Purchases 103 New Holdings 103 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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