Poinciana Advisors Group, LLC Portfolio Holdings

Poinciana Advisors Group, LLC

  • $111 Billion
  • Q2 2025

Poinciana Advisors Group, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $111 Billion distributed in 126 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 $12B, Dimensional ETF Tr U S Core Eq with a value of $8.56B, Vanguard Intermediate Term Tre with a value of $7.95B, American Centy ETF Tr Avantis with a value of $7.09B, and Ea Series Trust with a value of $5.29B.

Examining the 13F form we can see an increase of $14.4B in the current position value, from $96.5B to 111B.

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 $111 Billion
ETFs: $69.5 Billion
Technology: $9.93 Billion
Healthcare: $4.79 Billion
Consumer Cyclical: $4.03 Billion
Industrials: $3.38 Billion
Financial Services: $2.63 Billion
Communication Services: $1.62 Billion
Energy: $1.06 Billion
Other: $1.79 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$93.6B
$231 Million 0.21% of portfolio
10,302
Q2 2025 New
$15.3B
$229 Million 0.21% of portfolio
3,364
Q2 2025 New
$31.6B
$222 Million 0.2% of portfolio
3,331
Q2 2025 New
$25.1B
$219 Million 0.2% of portfolio
468
Q2 2025 Reduced 20.41%
$10.8B
$221 Million 0.2% of portfolio
4,025
Q2 2025 New
$14.6B
$219 Million 0.2% of portfolio
6,345
Q2 2025 New
$32.8B
$220 Million 0.2% of portfolio
7,813
Q2 2025 New
$32.7B
$216 Million 0.19% of portfolio
1,681
Q2 2025 New
$84.1B
$210 Million 0.19% of portfolio
851
Q2 2025 Reduced 44.42%
$20.3B
$214 Million 0.19% of portfolio
2,822
Q2 2025 New
$27.7B
$202 Million 0.18% of portfolio
1,197
Q2 2025 New
$24.5B
$184 Million 0.17% of portfolio
10,977
Q4 2024 New
$14.2B
$93.6 Million 0.08% of portfolio
10,180
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $111 Billion
  • Prior Value $96.5 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 37 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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