Rollins Financial Advisors, LLC Incresed Positions in Q3 2024

Rollins Financial Advisors, LLC

  • $603 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
107K
+ 345.14%
$32.44 - $36.11 $3.48M - $3.87M
138K $5B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
34.2K
+ 22.13%
$61.47 - $67.36 $2.1M - $2.3M
189K $12.7B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
53K
+ 420.52%
$37.45 - $44.25 $1.99M - $2.35M
65.6K $2.81B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.58K
+ 12.69%
$117.9 - $128.2 $893K - $971K
67.2K $8.62B
FNDX
Schwab Fundamental U S Large C

ETFs
9.44K
+ 10.53%
$65.36 - $71.76 $617K - $677K
99.1K $7.11B
KMI
Kinder Morgan, Inc.

Energy
26.6K
+ 21.65%
$19.72 - $22.22 $524K - $591K
149K $3.3B
Ishares Flexible Income Active ETF
13.1K
+ 29.0%
N/A
58.2K $3.12B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.55K
+ 5.42%
$178.94 - $207.0 $457K - $528K
49.7K $9.98B
EPD
Enterprise Products Partners L.P.

Energy
22.6K
+ 26.69%
$27.88 - $30.0 $630K - $677K
107K $3.12B
ARCC
Ares Capital Corp

Financial Services
23.9K
+ 38.99%
$19.8 - $21.28 $472K - $508K
85K $1.78B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
360
+ 0.63%
$77.02 - $85.06 $27.7K - $30.6K
57.1K $4.82B
ET
Energy Transfer LP

Energy
26K
+ 38.15%
$15.43 - $16.44 $401K - $427K
94.1K $1.51B
QUAL
Ishares Msci Usa Quality Facto

ETFs
746
+ 2.47%
$162.64 - $179.3 $121K - $134K
30.9K $5.54B
NEAR
Blackrock Short Maturity Bond

ETFs
5.71K
+ 8.53%
$50.09 - $51.31 $286K - $293K
72.6K $3.72B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.42K
+ 9.32%
$71.86 - $78.56 $174K - $190K
28.4K $2.23B
JPM
Jpmorgan Chase & CO

Financial Services
491
+ 2.0%
$194.9 - $224.8 $95.7K - $110K
25.1K $5.28B
SO
Southern CO

Utilities
1.45K
+ 11.98%
$77.0 - $90.52 $111K - $131K
13.5K $1.22B
VTV
Vanguard Value ETF

ETFs
536
+ 4.56%
$159.75 - $174.57 $85.6K - $93.6K
12.3K $2.15B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.74K
+ 16.78%
$94.31 - $103.26 $164K - $179K
12.1K $1.24B
DUK
Duke Energy Corp

Utilities
1.31K
+ 30.3%
$99.35 - $117.71 $131K - $155K
5.65K $652M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
44
+ 1.49%
$405.19 - $478.57 $17.8K - $21.1K
3K $1.38B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
250
+ 38.58%
$475.2 - $527.7 $119K - $132K
898 $474M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.32K
+ 20.34%
$92.1 - $95.52 $122K - $126K
7.83K $748M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.96K
+ 35.41%
$36.98 - $41.55 $109K - $123K
11.3K $466M
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 0.7%
$245.82 - $304.51 $4.67K - $5.79K
2.75K $836M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.02K
+ 37.74%
$54.98 - $59.51 $111K - $120K
7.39K $440M
IWM
Ishares Russell 2000 ETF

ETFs
525
+ 49.81%
$200.87 - $224.6 $105K - $118K
1.58K $349M
IVV
Ishares Core S&P 500 ETF

ETFs
110
+ 5.94%
$520.18 - $576.82 $57.2K - $63.5K
1.96K $1.13B
AVGO
Broadcom Inc.

Technology
4.33K
+ 955.19%
$136.27 - $1745.86 $590K - $7.55M
4.78K $824M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
532
+ 25.0%
$105.53 - $118.34 $56.1K - $63K
2.66K $311M
UNH
Unitedhealth Group Inc

Healthcare
70
+ 13.28%
$488.01 - $604.18 $34.2K - $42.3K
597 $349M
KO
Coca Cola CO

Consumer Defensive
23
+ 0.31%
$62.69 - $73.01 $1.44K - $1.68K
7.33K $526M
PPA
Invesco Exchange Traded Fd Tr

ETFs
214
+ 7.63%
$102.05 - $114.97 $21.8K - $24.6K
3.02K $347M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
289
+ 28.06%
$211.47 - $281.27 $61.1K - $81.3K
1.32K $324M
VIG
Vanguard Dividend Appreciation

ETFs
22
+ 0.75%
$182.15 - $182.15 $4.01K - $4.01K
2.98K $589M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
400
+ 2.4%
$100.09 - $100.69 $40K - $40.3K
17.1K $1.72B
IYF
Ishares Tr

ETFs
2
+ 0.05%
$93.83 - $105.05 $188 - $210
4.29K $445M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2
+ 0.03%
$57.32 - $62.65 $115 - $125
7.33K $457M
QLD
Proshares Ultra Qqq

ETFs
143
+ 0.94%
$81.06 - $109.83 $11.6K - $15.7K
15.4K $1.55B
VBK
Vanguard Small Cap Growth ETF

ETFs
17
+ 1.91%
$240.48 - $267.94 $4.09K - $4.55K
909 $243M
UBER
Uber Technologies, Inc

Technology
102
+ 2.17%
$58.48 - $77.47 $5.96K - $7.9K
4.8K $361M
NFLX
Netflix Inc

Communication Services
10
+ 3.01%
$598.55 - $722.26 $5.99K - $7.22K
342 $243M
PANW
Palo Alto Networks Inc

Technology
14
+ 2.3%
$294.18 - $368.01 $4.12K - $5.15K
623 $213M
GOOG
Alphabet Inc.

Communication Services
231
+ 10.8%
$149.54 - $192.66 $34.5K - $44.5K
2.37K $396M
LLY
Eli Lilly & CO

Healthcare
20
+ 1.18%
$772.14 - $960.02 $15.4K - $19.2K
1.71K $1.52B
IXN
Ishares Global Information Tec

ETFs
152
+ 0.15%
$73.0 - $87.81 $11.1K - $13.3K
104K $8.56B
MRK
Merck & Co., Inc.

Healthcare
2
+ 0.06%
$111.15 - $128.97 $222 - $258
3.5K $397M
Root Inc Cl A New
2.68K
+ 17.65%
N/A
17.9K $676M
Activity Summary
Buys All Purchases 70 New Holdings 21 Increased Positions 49 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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