Poinciana Advisors Group, LLC New Holdings in Q1 2025

Poinciana Advisors Group, LLC

  • $96.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
DASH
Door Dash, Inc.

Communication Services
1.53K
New
$168.37 - $213.38 $258K - $327K
1.53K $280M
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
APH
Amphenol Corp

Technology
3.67K
New
$61.62 - $78.55 $226K - $288K
3.67K $241M
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
LYFT
Lyft, Inc.

Technology
10.5K
New
$11.27 - $15.12 $119K - $159K
10.5K $125M
CHPT
Charge Point Holdings, Inc.

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