Rollins Financial Advisors, LLC Purchases in Q1 2025

Rollins Financial Advisors, LLC

  • $574 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
11.3K
+ 36.93%
$225.19 - $279.95 $2.55M - $3.17M
42K $10.3B
PVAL
Putnam ETF Tr Putnam Focused L
39.1K
+ 235.11%
$36.8 - $39.59 $1.44M - $1.55M
55.8K $2.12B
Pimco Multisector Bond Active Exchange Traded Fund
47K
+ 215.0%
N/A
68.9K $1.81B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
11.8K
New
$91.76 - $103.26 $1.08M - $1.22M
11.8K $1.09B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
16.5K
+ 6.97%
$65.27 - $71.18 $1.08M - $1.17M
253K $16.8B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
11.3K
New
$63.07 - $73.5 $714K - $832K
11.3K $795M
EPD
Enterprise Products Partners L.P.

Energy
9.47K
+ 6.92%
$31.75 - $34.14 $301K - $323K
146K $5B
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
28.7K
+ 16.08%
$34.58 - $38.65 $992K - $1.11M
207K $7.28B
Ishares Flexible Income Active ETF
12.6K
+ 21.98%
N/A
69.9K $3.66B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
13.9K
+ 45.52%
$42.18 - $45.16 $588K - $629K
44.5K $1.97B
NEAR
Blackrock Short Maturity Bond

ETFs
9.57K
+ 12.01%
$50.4 - $50.89 $482K - $487K
89.2K $4.54B
IEF
Ishares Barclays

ETFs
5.07K
+ 61.28%
$91.17 - $95.39 $462K - $483K
13.3K $1.27B
T
At&T Inc.

Communication Services
12.2K
+ 51.66%
$21.56 - $28.28 $262K - $344K
35.7K $1.01B
KMI
Kinder Morgan, Inc.

Energy
6.27K
+ 3.4%
$26.1 - $31.22 $164K - $196K
191K $5.44B
ET
Energy Transfer LP

Energy
29.1K
+ 18.13%
$17.26 - $21.08 $503K - $614K
190K $3.53B
XLF
Financial Sector Spdr

ETFs
6.85K
+ 32.33%
$47.32 - $52.19 $324K - $357K
28K $1.4B
IGM
Ishares Expanded Tech Sector E

ETFs
3.77K
New
$90.67 - $108.46 $342K - $409K
3.77K $342M
VZ
Verizon Communications Inc

Communication Services
6.34K
+ 75.07%
$37.81 - $46.49 $240K - $295K
14.8K $671M
ARCC
Ares Capital Corp

Financial Services
12.8K
+ 10.25%
$21.28 - $23.81 $273K - $306K
138K $3.06B
Ge Vernova Inc Com
1.03K
New
N/A
1.03K $314M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.29K
+ 1.8%
$126.11 - $135.06 $162K - $174K
72.6K $9.36B
ACIO
ETF Ser Solutions Aptus Collar

ETFs
6.47K
New
$38.36 - $41.43 $248K - $268K
6.47K $250M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 0.23%
$442.66 - $534.52 $3.1K - $3.74K
3.08K $1.64B
SO
Southern CO

Utilities
725
+ 4.08%
$80.96 - $92.96 $58.7K - $67.4K
18.5K $1.7B
DUK
Duke Energy Corp

Utilities
706
+ 7.18%
$105.87 - $121.97 $74.7K - $86.1K
10.5K $1.29B
DELL
Dell Technologies Inc.

Technology
2.45K
New
$90.34 - $124.66 $221K - $305K
2.45K $223M
AMD
Advanced Micro Devices Inc

Technology
2.17K
New
$96.63 - $129.55 $209K - $281K
2.17K $223M
LLY
Eli Lilly & CO

Healthcare
147
+ 8.49%
$725.72 - $929.72 $107K - $137K
1.88K $1.55B
GE
General Electric CO

Industrials
1.06K
New
$168.59 - $212.13 $178K - $224K
1.06K $211M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.51K
New
$128.74 - $138.67 $195K - $210K
1.51K $205M
PM
Philip Morris International Inc.

Consumer Defensive
1.27K
New
$117.15 - $158.79 $149K - $201K
1.27K $201M
BAC
Bank Of America Corp

Financial Services
32.8K
+ 6.23%
$39.61 - $47.74 $1.3M - $1.56M
558K $23.3B
UBER
Uber Technologies, Inc

Technology
806
+ 12.93%
$63.17 - $81.49 $50.9K - $65.7K
7.04K $513M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.27K
+ 4.04%
$36.91 - $41.03 $46.8K - $52K
32.6K $1.3B
FNDX
Schwab Fundamental U S Large C

ETFs
6.25K
+ 2.0%
$23.03 - $25.01 $144K - $156K
318K $7.52B
ITA
Ishares Tr

ETFs
658
+ 41.51%
$144.84 - $159.5 $95.3K - $105K
2.24K $343M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
806
+ 4.43%
$100.32 - $100.76 $80.9K - $81.2K
19K $1.91B
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.44K
+ 34.74%
$45.72 - $51.73 $112K - $126K
9.47K $436M
IYJ
Ishares Tr

ETFs
793
+ 13.9%
$127.48 - $142.0 $101K - $113K
6.5K $846M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
433
+ 1.47%
$76.77 - $82.22 $33.2K - $35.6K
29.9K $2.37B
BOND
Pimco Active Bond Exchange Tra

ETFs
718
+ 26.17%
$89.27 - $92.9 $64.1K - $66.7K
3.46K $320M
V
Visa Inc.

Financial Services
1
+ 0.05%
$306.92 - $362.71 $307 - $363
1.91K $670M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
669
+ 25.36%
$81.83 - $82.73 $54.7K - $55.3K
3.31K $274M
GOOG
Alphabet Inc.

Communication Services
774
+ 28.78%
$156.06 - $207.71 $121K - $161K
3.46K $541M
XOM
Exxon Mobil Corp

Energy
8
+ 0.34%
$105.44 - $118.93 $844 - $951
2.34K $278M
NFLX
Netflix Inc

Communication Services
14
+ 4.09%
$828.4 - $1058.6 $11.6K - $14.8K
356 $332M
XLC
Select Sector Spdr Tr Communic

ETFs
263
+ 9.65%
$94.84 - $105.31 $24.9K - $27.7K
2.99K $288M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
337
+ 26.02%
$161.27 - $192.3 $54.3K - $64.8K
1.63K $263M
TELA
Tela Bio, Inc.

Healthcare
18.7K
New
$1.22 - $2.91 $22.8K - $54.3K
18.7K $22.8M
Activity Summary
Buys All Purchases 62 New Holdings 11 Increased Positions 51 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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