Poinciana Advisors Group, LLC Sells in Q2 2025

Poinciana Advisors Group, LLC

  • $111 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BFA
Brown Forman Corp Cl A
-57K
- 52.03%
N/A
52.6K $1.44B
AAPL
Apple Inc.

Technology
-2.55K
- 35.01%
$172.42 - $223.89 $440K - $572K
4.74K $973M
JNJ
Johnson & Johnson

Healthcare
-2.56K
- 23.61%
$146.36 - $159.82 $374K - $409K
8.27K $1.26B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.38K
- 4.26%
$49.57 - $50.27 $217K - $220K
98.3K $4.94B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-366
- 38.57%
$456.74 - $568.03 $167K - $208K
583 $331M
HUN
Huntsman Corp

Basic Materials
-1.24K
- 9.36%
$10.28 - $15.52 $12.8K - $19.3K
12K $125M
GM
General Motors CO

Consumer Cyclical
-2.01K
- 28.27%
$42.48 - $50.46 $85.3K - $101K
5.09K $251M
Atlassian Corporation
-318
- 22.44%
N/A
1.1K $223M
DASH
Door Dash, Inc.

Communication Services
-680
- 44.42%
$163.16 - $246.51 $111K - $168K
851 $210M
BKR
Baker Hughes CO

Energy
-761
- 10.57%
$35.0 - $44.92 $26.6K - $34.2K
6.44K $247M
CFG
Citizens Financial Group Inc

Financial Services
-1.48K
- 20.95%
$34.27 - $44.75 $50.7K - $66.2K
5.59K $250M
HUM
Humana Inc

Healthcare
-23
- 2.27%
$224.93 - $295.04 $5.17K - $6.79K
988 $242M
SNOW
Snowflake Inc.

Technology
-997
- 38.08%
$130.53 - $223.77 $130K - $223K
1.62K $363M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-213
- 4.08%
$75.05 - $77.34 $16K - $16.5K
5K $387M
AVRE
American Centy ETF Tr Avantis
-636
- 4.25%
$38.75 - $44.92 $24.6K - $28.6K
14.3K $632M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-15.3K
- 59.26%
$0.54 - $0.87 $8.28K - $13.3K
10.5K $7.41M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-120
- 20.41%
$328.01 - $475.68 $39.4K - $57.1K
468 $219M
VTI
Vanguard Total Stock Market Et

ETFs
-347
- 9.16%
$243.75 - $303.93 $84.6K - $105K
3.44K $1.05B
WMT
Walmart Inc.

Consumer Defensive
-49
- 1.78%
$81.79 - $99.98 $4.01K - $4.9K
2.7K $264M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-116
- 0.22%
$36.25 - $42.28 $4.21K - $4.9K
52K $2.2B
AVDE
American Centy ETF Tr Avantis

ETFs
-222
- 1.11%
$59.32 - $74.36 $13.2K - $16.5K
19.8K $1.47B
RBLX
Roblox Corp

Communication Services
-1.54K
- 23.33%
$51.22 - $105.59 $79.1K - $163K
5.07K $534M
DFAX
Dimensional ETF Tr
-762
- 1.07%
$23.37 - $29.39 $17.8K - $22.4K
70.1K $2.06B
DFIV
Dimensional ETF Tr

ETFs
-1.3K
- 1.4%
$34.67 - $43.21 $44.9K - $56K
91.5K $3.92B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.37K
- 1.39%
$29.12 - $35.84 $98.1K - $121K
239K $8.56B
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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