Poinciana Advisors Group, LLC Purchases in Q4 2024

Poinciana Advisors Group, LLC

  • $98.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
600
New
$521.84 - $558.82 $313K - $335K
600 $323M
ROST
Ross Stores, Inc.

Consumer Cyclical
2.09K
New
$138.59 - $156.61 $290K - $327K
2.09K $316M
CFG
Citizens Financial Group Inc

Financial Services
7.09K
New
$39.92 - $48.46 $283K - $344K
7.09K $310M
XEL
Xcel Energy Inc

Utilities
4.52K
New
$62.16 - $72.92 $281K - $330K
4.52K $305M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.51K
New
$77.25 - $91.3 $271K - $321K
3.51K $300M
GILD
Gilead Sciences, Inc.

Healthcare
3.21K
New
$83.95 - $97.9 $270K - $314K
3.21K $297M
BKR
Baker Hughes CO

Energy
7.2K
New
$35.98 - $44.88 $259K - $323K
7.2K $295M
BIIB
Biogen Inc.

Healthcare
1.93K
New
$146.47 - $191.55 $283K - $370K
1.93K $295M
FLS
Flowserve Corp

Industrials
5.06K
New
$51.87 - $62.0 $262K - $313K
5.06K $291M
T
At&T Inc.

Communication Services
12.6K
New
$21.22 - $23.88 $268K - $301K
12.6K $287M
WEN
Wendy'S CO

Consumer Cyclical
17.4K
New
$16.26 - $20.42 $284K - $356K
17.4K $284M
MCK
Mckesson Corp

Healthcare
493
New
$482.27 - $628.5 $238K - $310K
493 $281M
NTRA
Natera, Inc.

Healthcare
1.76K
New
$117.67 - $174.0 $207K - $307K
1.76K $279M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.54K
New
$174.04 - $205.27 $268K - $316K
1.54K $278M
CIEN
Ciena Corp

Technology
3.23K
New
$61.45 - $91.14 $198K - $294K
3.23K $274M
NBIX
Neurocrine Biosciences Inc

Healthcare
2K
New
$111.62 - $139.44 $224K - $279K
2K $273M
BRBR
Bellring Brands, Inc.

Consumer Defensive
3.61K
New
$60.38 - $78.79 $218K - $284K
3.61K $272M
ZS
Zscaler, Inc.

Technology
1.5K
New
$166.99 - $211.99 $250K - $317K
1.5K $270M
PINS
Pinterest, Inc.

Communication Services
9.21K
New
$28.24 - $34.15 $260K - $314K
9.21K $267M
FHN
First Horizon Corp

Financial Services
13K
New
$14.91 - $21.42 $194K - $279K
13K $262M
Blackrock Inc
253
New
N/A
253 $259M
WMT
Walmart Inc.

Consumer Defensive
2.76K
New
$79.1 - $95.7 $218K - $264K
2.76K $249M
CMI
Cummins Inc

Industrials
709
New
$324.93 - $383.42 $230K - $272K
709 $247M
APPF
Appfolio Inc

Technology
995
New
$192.07 - $269.26 $191K - $268K
995 $245M
IVV
Ishares Core S&P 500 ETF

ETFs
408
New
$570.51 - $610.59 $233K - $249K
408 $240M
HWM
Howmet Aerospace Inc.

Industrials
2.13K
New
$99.72 - $120.09 $213K - $256K
2.13K $233M
VRSN
Verisign Inc

Technology
1.13K
New
$176.68 - $206.96 $199K - $233K
1.13K $233M
GTLB
Gitlab Inc.

Technology
4.1K
New
$48.76 - $67.19 $200K - $275K
4.1K $231M
RHI
Robert Half International Inc.

Industrials
3.26K
New
$65.55 - $76.8 $214K - $251K
3.26K $230M
TPR
Tapestry, Inc.

Consumer Cyclical
3.44K
New
$43.54 - $66.18 $150K - $228K
3.44K $225M
CL
Colgate Palmolive CO

Consumer Defensive
2.46K
New
$90.22 - $102.31 $222K - $252K
2.46K $224M
RBLX
Roblox Corp

Communication Services
3.8K
New
$39.86 - $61.45 $152K - $234K
3.8K $220M
EME
Emcor Group, Inc.

Industrials
481
New
$427.96 - $526.95 $206K - $253K
481 $218M
MRVL
Marvell Technology, Inc.

Technology
1.96K
New
$70.31 - $124.78 $138K - $244K
1.96K $216M
SYF
Synchrony Financial

Financial Services
3.3K
New
$49.01 - $68.55 $162K - $226K
3.3K $214M
TSLA
Tesla, Inc.

Consumer Cyclical
530
New
$213.65 - $479.86 $113K - $254K
530 $214M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.95K
New
$87.56 - $119.8 $170K - $233K
1.95K $214M
OVV
Ovintiv Inc.

Energy
5.28K
New
$37.74 - $46.71 $199K - $246K
5.28K $214M
HOOD
Robinhood Markets, Inc.

Technology
5.7K
New
$22.33 - $43.2 $127K - $246K
5.7K $212M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.5K
New
$46.75 - $47.8 $210K - $215K
4.5K $211M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.11K
New
$180.39 - $205.43 $200K - $227K
1.11K $210M
LNG
Cheniere Energy, Inc.

Energy
970
New
$181.07 - $225.92 $176K - $219K
970 $208M
PATH
Ui Path, Inc.

Technology
16.1K
New
$11.95 - $15.5 $193K - $250K
16.1K $205M
PKG
Packaging Corp Of America

Consumer Cyclical
910
New
$211.98 - $248.85 $193K - $226K
910 $205M
NFLX
Netflix Inc

Communication Services
229
New
$687.65 - $936.56 $157K - $214K
229 $204M
MTZ
Mastec Inc

Industrials
1.49K
New
$119.94 - $147.94 $179K - $221K
1.49K $203M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
861
New
$232.27 - $300.43 $200K - $259K
861 $203M
AAL
American Airlines Group Inc.

Industrials
10.7K
New
N/A
10.7K $186M
HBAN
Huntington Bancshares Inc

Financial Services
11K
New
$14.18 - $18.2 $156K - $200K
11K $179M
Activity Summary
Buys All Purchases 103 New Holdings 103 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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