Poinciana Advisors Group, LLC Purchases in Q2 2025

Poinciana Advisors Group, LLC

  • $111 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
66.7K
+ 34.58%
N/A
260K $5.29B
AVDV
American Centy ETF Tr Avantis

ETFs
5.95K
+ 7.13%
$61.76 - $79.32 $367K - $472K
89.4K $7.09B
AVUV
American Centy ETF Tr Avantis

ETFs
6.6K
+ 5.3%
$75.17 - $91.21 $496K - $602K
131K $12B
IVV
Ishares Core S&P 500 ETF

ETFs
1.32K
+ 323.77%
$498.8 - $620.9 $659K - $820K
1.73K $1.07B
NVDA
Nvidia Corp

Technology
2.34K
+ 30.72%
$94.31 - $157.99 $221K - $370K
9.96K $1.57B
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.3K
+ 28.03%
$53.65 - $67.02 $392K - $489K
33.4K $2.24B
AVEM
American Centy ETF Tr Avantis

ETFs
2.49K
+ 4.98%
$53.08 - $68.54 $132K - $171K
52.5K $3.6B
ADBE
Adobe Inc.

Technology
1.19K
New
$340.0 - $420.68 $405K - $501K
1.19K $460M
DAL
Delta Air Lines, Inc.

Industrials
7.81K
New
$35.88 - $52.99 $280K - $414K
7.81K $384M
DIHP
Dimensional ETF Tr Dimensional

ETFs
12.7K
New
$24.32 - $29.74 $310K - $379K
12.7K $376M
VEEV
Veeva Systems Inc

Healthcare
1.22K
New
$209.39 - $289.94 $256K - $354K
1.22K $352M
DINO
Hf Sinclair Corp

Energy
8.52K
New
$25.91 - $41.85 $221K - $356K
8.52K $350M
DUHP
Dimensional ETF Tr Dimensional

ETFs
9.53K
New
$29.36 - $35.56 $280K - $339K
9.53K $339M
NTNX
Nutanix, Inc.

Technology
4.36K
New
$58.17 - $83.07 $253K - $362K
4.36K $333M
PSA
Public Storage

Real Estate
1.11K
New
$266.31 - $309.77 $294K - $342K
1.11K $324M
ILMN
Illumina, Inc.

Healthcare
3.38K
New
$70.3 - $95.41 $237K - $322K
3.38K $322M
MANH
Manhattan Associates Inc

Technology
1.56K
New
$143.9 - $197.47 $225K - $308K
1.56K $308M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
6.71K
+ 24.29%
$23.4 - $29.68 $157K - $199K
34.3K $1.02B
Lam Research Corp
2.92K
New
N/A
2.92K $285M
TER
Teradyne, Inc

Technology
3.13K
New
$67.96 - $91.05 $213K - $285K
3.13K $282M
MSFT
Microsoft Corp

Technology
345
+ 38.94%
$354.56 - $497.45 $122K - $172K
1.23K $612M
EME
Emcor Group, Inc.

Industrials
519
New
$342.02 - $534.89 $178K - $278K
519 $278M
HOOD
Robinhood Markets, Inc.

Technology
17
+ 0.32%
$34.17 - $93.63 $581 - $1.59K
5.32K $498M
CIEN
Ciena Corp

Technology
3.39K
New
$53.5 - $83.89 $181K - $284K
3.39K $275M
AMZN
Amazon Com Inc

Consumer Cyclical
977
+ 52.67%
$167.32 - $223.3 $163K - $218K
2.83K $621M
DFAI
Dimensional ETF Tr

ETFs
1.91K
+ 3.23%
$28.02 - $34.71 $53.4K - $66.2K
60.8K $2.1B
UBER
Uber Technologies, Inc

Technology
2.76K
New
$64.62 - $93.3 $178K - $257K
2.76K $257M
DELL
Dell Technologies Inc.

Technology
2.09K
New
$71.63 - $125.98 $150K - $263K
2.09K $256M
MTZ
Mastec Inc

Industrials
1.48K
New
$106.07 - $171.99 $157K - $255K
1.48K $253M
TSLA
Tesla, Inc.

Consumer Cyclical
791
New
$221.86 - $362.89 $175K - $287K
791 $251M
EXEL
Exelixis, Inc.

Healthcare
5.68K
New
$34.13 - $46.26 $194K - $263K
5.68K $250M
LYFT
Lyft, Inc.

Technology
12.5K
+ 118.86%
$9.97 - $17.21 $125K - $215K
23K $363M
AME
Ametek Inc

Industrials
1.31K
New
$151.41 - $182.75 $198K - $238K
1.31K $236M
PLTR
Palantir Technologies Inc.

Technology
1.72K
New
$74.01 - $144.25 $127K - $248K
1.72K $235M
INTC
Intel Corp

Technology
10.3K
New
$18.13 - $22.69 $187K - $234K
10.3K $231M
INCY
Incyte Corp

Healthcare
3.36K
New
$55.17 - $71.22 $186K - $240K
3.36K $229M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
855
New
$201.28 - $266.34 $172K - $228K
855 $228M
IEFA
Ishares Tr

ETFs
2.68K
New
$67.83 - $84.09 $182K - $225K
2.68K $224M
SYF
Synchrony Financial

Financial Services
3.33K
New
$43.81 - $66.74 $146K - $222K
3.33K $222M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
4.03K
New
$54.08 - $68.32 $218K - $275K
4.03K $221M
CCL
Carnival Corp

Consumer Cyclical
7.81K
New
$16.43 - $28.12 $128K - $220K
7.81K $220M
FTI
Technip Fmc PLC

Energy
6.35K
New
$23.18 - $35.33 $147K - $224K
6.35K $219M
VRT
Vertiv Holdings CO

Industrials
1.68K
New
N/A
1.68K $216M
TRMB
Trimble Inc.

Technology
2.82K
New
$55.12 - $75.98 $156K - $214K
2.82K $214M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.74K
New
$61.79 - $76.67 $169K - $210K
2.74K $208M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.2K
New
$136.63 - $176.62 $164K - $211K
1.2K $202M
META
Meta Platforms, Inc.

Communication Services
273
New
$484.66 - $738.09 $132K - $201K
273 $201M
EEM
Ishares Msci Emerging Markets

ETFs
1
+ 0.0%
$38.52 - $48.28 $38.5 - $48.3
43.8K $2.11B
AVGO
Broadcom Inc.

Technology
32
+ 1.82%
$146.29 - $275.65 $4.68K - $8.82K
1.79K $492M
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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