Poinciana Advisors Group, LLC Portfolio Holdings

Poinciana Advisors Group, LLC

  • $98.7 Billion
  • Q4 2024

Poinciana Advisors Group, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $98.7 Billion distributed in 103 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 $11B, Dimensional ETF Tr U S Core Eq with a value of $8.48B, Vanguard Intermediate Term Tre with a value of $7.06B, Brown Forman Corp Cl A with a value of $5.91B, and American Centy ETF Tr Avantis with a value of $4.93B.

Examining the 13F form we can see an increase of $98.7B in the current position value.

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.

Portfolio value $98.7 Billion
ETFs: $58.3 Billion
Technology: $7.46 Billion
Healthcare: $4.49 Billion
Financial Services: $2.9 Billion
Consumer Cyclical: $2.87 Billion
Industrials: $2.63 Billion
Communication Services: $1.31 Billion
Consumer Defensive: $958 Million
Other: $1.02 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$5.91 Billion 5.99% of portfolio
-
Q4 2024 New
$3.66T
$2.53 Billion 2.57% of portfolio
10,122
Q4 2024 New
-
$2.31 Billion 2.35% of portfolio
-
Q4 2024 New
$403B
$1.74 Billion 1.76% of portfolio
12,028
Q4 2024 New
$333B
$813 Million 0.82% of portfolio
6,056
Q4 2024 New
$2.38T
$591 Million 0.6% of portfolio
2,694
Q4 2024 New
$86.4B
$436 Million 0.44% of portfolio
4,616
Q4 2024 New
$33.4B
$426 Million 0.43% of portfolio
7,026
Q4 2024 New
$86.9B
$410 Million 0.42% of portfolio
1,767
Q4 2024 New
$375B
$395 Million 0.4% of portfolio
8,998
Q4 2024 New
$21.9B
$399 Million 0.4% of portfolio
4,891
Q4 2024 New
$95.2B
$383 Million 0.39% of portfolio
1,650
Q4 2024 New
$210B
$362 Million 0.37% of portfolio
815
Q4 2024 New
$15.2B
$360 Million 0.36% of portfolio
5,210
Q4 2024 New
$11.5B
$355 Million 0.36% of portfolio
1,539
Q4 2024 New
$7.37B
$356 Million 0.36% of portfolio
6,346
Q4 2024 New
$82.7B
$349 Million 0.35% of portfolio
2,705
Q4 2024 New
$121B
$341 Million 0.35% of portfolio
4,274
Q4 2024 New
$146B
$329 Million 0.33% of portfolio
1,373
Q4 2024 New
$195B
$324 Million 0.33% of portfolio
65
Q4 2024 New
$7.75B
$324 Million 0.33% of portfolio
3,658
Q4 2024 New
$152B
$328 Million 0.33% of portfolio
8,732
Q4 2024 New
$49.3B
$316 Million 0.32% of portfolio
2,089
Q4 2024 New
$23.5B
$310 Million 0.31% of portfolio
7,093
Q4 2024 New
$36.6B
$305 Million 0.31% of portfolio
4,524
Q4 2024 New
$90.5B
$300 Million 0.3% of portfolio
3,511
Q4 2024 New
$47.5B
$295 Million 0.3% of portfolio
7,201
Q4 2024 New
$20.5B
$295 Million 0.3% of portfolio
1,931
Q4 2024 New
$120B
$297 Million 0.3% of portfolio
3,212
Q4 2024 New
$3.07T
$286 Million 0.29% of portfolio
679
Q4 2024 New
$177B
$287 Million 0.29% of portfolio
12,620
Q4 2024 New
$8.31B
$291 Million 0.29% of portfolio
5,056
Q4 2024 New
$86.7B
$281 Million 0.29% of portfolio
493
Q4 2024 New
$3.05B
$284 Million 0.29% of portfolio
17,444
Q4 2024 New
$10.2B
$272 Million 0.28% of portfolio
3,607
Q4 2024 New
$13.3B
$274 Million 0.28% of portfolio
3,226
Q4 2024 New
$11.6B
$278 Million 0.28% of portfolio
1,541
Q4 2024 New
$16.7B
$279 Million 0.28% of portfolio
1,763
Q4 2024 New
$11.4B
$273 Million 0.28% of portfolio
2,003
Q4 2024 New
$23.3B
$267 Million 0.27% of portfolio
9,205
Q4 2024 New
$30.4B
$270 Million 0.27% of portfolio
1,496
Q4 2024 New
$11.8B
$262 Million 0.27% of portfolio
13,025
Q4 2024 New
$4.5B
$245 Million 0.25% of portfolio
995
Q4 2024 New
$52.7B
$247 Million 0.25% of portfolio
709
Q4 2024 New
$279B
$249 Million 0.25% of portfolio
2,759
Q4 2024 New
$23.6B
$233 Million 0.24% of portfolio
1,127
Q4 2024 New
$53.3B
$233 Million 0.24% of portfolio
2,132
Q4 2024 New
$6.2B
$231 Million 0.23% of portfolio
4,095
Q4 2024 New
$71.7B
$224 Million 0.23% of portfolio
2,462
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $98.7 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 103 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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