Poinciana Advisors Group, LLC Reduced Holdings in Q1 2025

Poinciana Advisors Group, LLC

  • $96.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BFA
Brown Forman Corp Cl A
-47.2K
- 30.12%
N/A
110K $3.67B
AAPL
Apple Inc.

Technology
-2.83K
- 27.92%
$209.68 - $247.1 $593K - $698K
7.3K $1.62B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.06K
- 1.25%
$32.42 - $36.13 $99K - $110K
242K $7.99B
Ea Series Trust
-1.4K
- 0.72%
N/A
193K $3.75B
AMZN
Amazon Com Inc

Consumer Cyclical
-839
- 31.14%
$190.26 - $242.06 $160K - $203K
1.86K $353M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.73K
- 5.4%
$50.44 - $58.1 $87.1K - $100K
30.3K $1.56B
CME
Cme Group Inc.

Financial Services
-762
- 43.12%
$225.82 - $266.54 $172K - $203K
1.01K $267M
Arista Networks Inc
-5
- 0.15%
N/A
3.35K $260M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.49K
- 4.56%
$39.96 - $43.3 $99.4K - $108K
52.1K $2.15B
MCK
Mckesson Corp

Healthcare
-194
- 39.35%
$566.21 - $672.99 $110K - $131K
299 $202M
CMCSA
Comcast Corp

Communication Services
-1.06K
- 12.14%
$33.19 - $38.23 $35.2K - $40.5K
7.67K $283M
ZM
Zoom Video Communications, Inc.

Technology
-63
- 1.29%
$72.23 - $88.64 $4.55K - $5.58K
4.83K $356M
ZS
Zscaler, Inc.

Technology
-335
- 22.39%
$181.66 - $216.87 $60.9K - $72.7K
1.16K $230M
AVUS
American Centy ETF Tr Avantis

ETFs
-49
- 0.77%
$90.7 - $101.57 $4.44K - $4.98K
6.28K $580M
BAC
Bank Of America Corp

Financial Services
-110
- 1.22%
$39.61 - $47.74 $4.36K - $5.25K
8.89K $371M
Blackrock Inc
-2
- 0.79%
N/A
251 $238M
CFG
Citizens Financial Group Inc

Financial Services
-28
- 0.39%
$39.73 - $48.36 $1.11K - $1.35K
7.07K $289M
WMT
Walmart Inc.

Consumer Defensive
-9
- 0.33%
$84.5 - $105.05 $761 - $945
2.75K $241M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-32
- 0.71%
$46.74 - $47.55 $1.5K - $1.52K
4.47K $212M
NFLX
Netflix Inc

Communication Services
-6
- 2.62%
$828.4 - $1058.6 $4.97K - $6.35K
223 $208M
HOOD
Robinhood Markets, Inc.

Technology
-399
- 7.0%
$35.63 - $65.28 $14.2K - $26K
5.3K $221M
EEM
Ishares Msci Emerging Markets

ETFs
-1.57K
- 3.46%
$40.81 - $45.34 $64.1K - $71.2K
43.8K $1.91B
AVDE
American Centy ETF Tr Avantis

ETFs
-1.21K
- 5.71%
$60.63 - $68.55 $73.6K - $83.2K
20K $1.33B
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-10
- 1.16%
$233.07 - $290.7 $2.33K - $2.91K
851 $230M
PGR
Progressive Corp

Financial Services
-93
- 6.77%
$235.61 - $291.22 $21.9K - $27.1K
1.28K $362M
MDT
Medtronic PLC

Healthcare
-13
- 0.3%
$79.84 - $94.5 $1.04K - $1.23K
4.26K $383M
MMM
3 M CO

Industrials
-13
- 0.48%
$129.7 - $155.12 $1.69K - $2.02K
2.69K $395M
JNJ
Johnson & Johnson

Healthcare
-1.2K
- 9.98%
$142.06 - $167.7 $170K - $201K
10.8K $1.8B
GILD
Gilead Sciences, Inc.

Healthcare
-16
- 0.5%
$89.14 - $117.41 $1.43K - $1.88K
3.2K $358M
T
At&T Inc.

Communication Services
-24
- 0.19%
$21.56 - $28.28 $517 - $679
12.6K $356M
GE
General Electric CO

Industrials
-2
- 0.09%
$168.59 - $212.13 $337 - $424
2.12K $424M
DFIV
Dimensional ETF Tr

ETFs
-209
- 0.22%
$35.33 - $40.77 $7.38K - $8.52K
92.8K $3.65B
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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