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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11 Billion 11.15% of portfolio
113,974
Q4 2024 New
$0
$8.48 Billion 8.6% of portfolio
245,212
Q4 2024 New
$0
$7.06 Billion 7.16% of portfolio
121,769
Q4 2024 New
$0
$4.93 Billion 5.0% of portfolio
75,775
Q4 2024 New
$0
$4.72 Billion 4.79% of portfolio
97,493
Q4 2024 New
$0
$3.3 Billion 3.34% of portfolio
92,980
Q4 2024 New
$0
$2.91 Billion 2.95% of portfolio
49,478
Q4 2024 New
$0
$2.23 Billion 2.26% of portfolio
54,557
Q4 2024 New
$0
$1.9 Billion 1.92% of portfolio
45,353
Q4 2024 New
$0
$1.78 Billion 1.8% of portfolio
31,986
Q4 2024 New
$0
$1.76 Billion 1.79% of portfolio
70,898
Q4 2024 New
$0
$1.34 Billion 1.36% of portfolio
45,967
Q4 2024 New
$0
$1.3 Billion 1.32% of portfolio
21,259
Q4 2024 New
$0
$953 Million 0.97% of portfolio
14,942
Q4 2024 New
$0
$928 Million 0.94% of portfolio
1,583
Q4 2024 New
$0
$931 Million 0.94% of portfolio
3,214
Q4 2024 New
$0
$627 Million 0.64% of portfolio
14,949
Q4 2024 New
$0
$614 Million 0.62% of portfolio
6,331
Q4 2024 New
$0
$547 Million 0.55% of portfolio
20,580
Q4 2024 New
$0
$535 Million 0.54% of portfolio
1,601
Q4 2024 New
$0
$483 Million 0.49% of portfolio
18,441
Q4 2024 New
$0
$383 Million 0.39% of portfolio
2,977
Q4 2024 New
$0
$387 Million 0.39% of portfolio
5,184
Q4 2024 New
$0
$323 Million 0.33% of portfolio
600
Q4 2024 New
$0
$240 Million 0.24% of portfolio
408
Q4 2024 New
$0
$211 Million 0.21% of portfolio
4,498
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
Track This Portfolio

Track Poinciana Advisors Group, LLC Portfolio

Follow Poinciana Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Poinciana Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Poinciana Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email