Poinciana Advisors Group, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $96.5 Billion distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $10.9B, Dimensional ETF Tr U S Core Eq with a value of $7.99B, Vanguard Intermediate Term Tre with a value of $7.8B, American Centy ETF Tr Avantis with a value of $5.82B, and Vanguard Sht Trm Inflt Prot Fd with a value of $5.12B.
Examining the 13F form we can see an decrease of $2.12B in the current position value, from $98.7B to 96.5B.
Poinciana Advisors Group, LLC is based out at Palm Beach Gardens, FL
Below you can find more details about Poinciana Advisors Group, LLC portfolio as well as his latest detailed transactions.
