Rollins Financial Advisors, LLC Incresed Positions 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
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
16.5K
+ 6.97%
$65.27 - $71.18 $1.08M - $1.17M
253K $16.8B
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
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.14K
+ 14.22%
$192.82 - $222.1 $1.57M - $1.81M
65.4K $12.6B
NEAR
Blackrock Short Maturity Bond

ETFs
9.57K
+ 12.01%
$50.4 - $50.89 $482K - $487K
89.2K $4.54B
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
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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.29K
+ 1.8%
$126.11 - $135.06 $162K - $174K
72.6K $9.36B
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
LLY
Eli Lilly & CO

Healthcare
147
+ 8.49%
$725.72 - $929.72 $107K - $137K
1.88K $1.55B
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
PRF
Invesco Exchange Traded Fd Tr

ETFs
258
+ 0.3%
$39.4 - $42.61 $10.2K - $11K
86.5K $3.49B
VIG
Vanguard Dividend Appreciation

ETFs
74
+ 2.42%
N/A
3.13K $606M
WMT
Walmart Inc.

Consumer Defensive
222
+ 3.13%
$84.5 - $105.05 $18.8K - $23.3K
7.32K $642M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
335
+ 17.92%
$165.25 - $224.62 $55.4K - $75.2K
2.2K $366M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
24
+ 0.3%
$45.21 - $50.33 $1.09K - $1.21K
8.08K $370M
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.18%
$198.1 - $229.79 $594 - $689
1.69K $337M
SSO
Proshares Ultra S&P 500

ETFs
178
+ 1.48%
$80.57 - $100.21 $14.3K - $17.8K
12.2K $1.01B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
8.55K
+ 11.5%
$39.97 - $48.7 $342K - $416K
82.9K $3.31B
VRT
Vertiv Holdings CO

Industrials
344
+ 9.43%
N/A
3.99K $288M
CAT
Caterpillar Inc

Industrials
242
+ 3.36%
$326.75 - $407.63 $79.1K - $98.6K
7.44K $2.45B
TQQQ
Proshares Ultrapro Qqq

ETFs
1.1K
+ 1.16%
$57.3 - $90.39 $63.1K - $99.6K
96K $5.5B
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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