Rollins Financial Advisors, LLC Reduced Holdings in Q1 2025

Rollins Financial Advisors, LLC

  • $574 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-6.88K
- 8.41%
$222.15 - $428.22 $1.53M - $2.95M
74.9K $19.4B
AAPL
Apple Inc.

Technology
-11.8K
- 3.59%
$209.68 - $247.1 $2.48M - $2.92M
318K $70.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-11K
- 7.26%
$468.34 - $539.52 $5.15M - $5.93M
140K $65.8B
MSFT
Microsoft Corp

Technology
-4.2K
- 3.57%
$375.39 - $447.2 $1.58M - $1.88M
113K $42.6B
AMZN
Amazon Com Inc

Consumer Cyclical
-3.5K
- 1.72%
$190.26 - $242.06 $666K - $847K
201K $38.2B
GOOGL
Alphabet Inc.

Communication Services
-2.83K
- 1.78%
$154.33 - $206.19 $436K - $583K
156K $24.1B
NVDA
Nvidia Corp

Technology
-21.5K
- 30.91%
$106.98 - $149.43 $2.3M - $3.21M
48K $5.2B
IYW
Ishares Dj Us Tech ETF

ETFs
-3.48K
- 4.93%
$140.44 - $166.79 $489K - $580K
67.1K $9.42B
IXN
Ishares Global Information Tec

ETFs
-4.86K
- 4.7%
$75.73 - $88.4 $368K - $429K
98.5K $7.46B
META
Meta Platforms, Inc.

Communication Services
-1.66K
- 5.4%
$576.36 - $736.67 $958K - $1.22M
29.1K $16.8B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-4.46K
- 5.08%
$120.29 - $134.6 $537K - $601K
83.5K $10.2B
AVGO
Broadcom Inc.

Technology
-3.27K
- 63.32%
$167.43 - $244.7 $547K - $799K
1.89K $317M
Fidelity Enhanced Large Cap Growth ETF
-16.1K
- 20.18%
N/A
63.6K $2B
XLK
Technology Sector Spdr

ETFs
-721
- 3.67%
$206.38 - $242.18 $149K - $175K
18.9K $3.91B
SPY
Spdr S&P 500 ETF Trust

ETFs
-884
- 14.5%
$551.42 - $612.93 $487K - $542K
5.21K $2.92B
SPYG
Spdr Portfolio

ETFs
-1.81K
- 3.36%
$80.05 - $92.39 $145K - $167K
52K $4.18B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.79K
- 5.61%
$168.16 - $186.21 $301K - $333K
30.1K $5.14B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.02K
- 15.87%
N/A
21.3K $1.87B
IYH
Ishares Tr

ETFs
-6.1K
- 41.76%
$58.32 - $62.76 $356K - $383K
8.51K $518M
QLD
Proshares Ultra Qqq

ETFs
-127
- 0.94%
$88.88 - $119.12 $11.3K - $15.1K
13.4K $1.19B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-475
- 52.95%
$507.05 - $563.67 $241K - $268K
422 $217M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.49K
- 23.48%
$96.93 - $109.51 $144K - $163K
4.85K $475M
XLY
Select Sector Spdr Consumer Di

ETFs
-500
- 14.97%
$192.6 - $233.2 $96.3K - $117K
2.84K $561M
VUG
Vanguard Growth ETF

ETFs
-5
- 0.11%
$369.1 - $427.61 $1.85K - $2.14K
4.46K $1.65B
QTEC
First Trust Nasdaq 100 Technol

ETFs
-326
- 4.08%
$173.56 - $210.67 $56.6K - $68.7K
7.67K $1.33B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-883
- 12.7%
$113.22 - $126.36 $100K - $112K
6.07K $697M
IVV
Ishares Core S&P 500 ETF

ETFs
-168
- 8.36%
$554.06 - $615.85 $93.1K - $103K
1.84K $1.03B
HD
Home Depot, Inc.

Consumer Cyclical
-36
- 0.62%
$347.25 - $424.87 $12.5K - $15.3K
5.79K $2.12B
Fidelity Enhanced Large Cap Core ETF
-726
- 1.06%
N/A
68.1K $2.12B
VTV
Vanguard Value ETF

ETFs
-992
- 7.97%
$167.73 - $179.21 $166K - $178K
11.5K $1.98B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-26
- 0.91%
$360.07 - $417.26 $9.36K - $10.8K
2.83K $1.02B
XLV
Select Sector Spdr Fund Health

ETFs
-1.02K
- 30.04%
$137.61 - $149.68 $141K - $153K
2.38K $348M
MRK
Merck & Co., Inc.

Healthcare
-822
- 23.47%
$83.01 - $101.02 $68.2K - $83K
2.68K $241M
DFAT
Dimensional ETF Tr U S Target

ETFs
-980
- 8.19%
$50.44 - $58.1 $49.4K - $56.9K
11K $566M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-783
- 3.28%
$53.6 - $58.97 $42K - $46.2K
23.1K $1.27B
VTI
Vanguard Total Stock Market Et

ETFs
-207
- 12.91%
$271.18 - $303.12 $56.1K - $62.7K
1.4K $384M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.71K
- 3.98%
$27.01 - $28.54 $181K - $191K
162K $4.53B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-756
- 8.62%
$57.21 - $65.8 $43.3K - $49.7K
8.02K $468M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-743
- 10.95%
$93.32 - $95.35 $69.3K - $70.8K
6.04K $566M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-387
- 14.28%
$102.49 - $119.96 $39.7K - $46.4K
2.32K $243M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-36
- 2.95%
$211.47 - $267.17 $7.61K - $9.62K
1.19K $251M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.04K
- 19.23%
$18.36 - $20.51 $55.7K - $62.2K
12.8K $252M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-66
- 8.47%
$302.31 - $337.54 $20K - $22.3K
713 $219M
COST
Costco Wholesale Corp

Consumer Defensive
-74
- 4.16%
$890.62 - $1076.86 $65.9K - $79.7K
1.7K $1.61B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-248
- 3.17%
$56.17 - $59.71 $13.9K - $14.8K
7.57K $432M
GUT
Gabelli Utility Trust

Financial Services
-3K
- 21.43%
$5.11 - $5.55 $15.3K - $16.7K
11K $58.7M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-10
- 0.22%
$113.59 - $123.29 $1.14K - $1.23K
4.57K $533M
MCK
Mckesson Corp

Healthcare
-48
- 11.79%
$566.21 - $672.99 $27.2K - $32.3K
359 $242M
KO
Coca Cola CO

Consumer Defensive
-108
- 1.89%
$60.81 - $72.32 $6.57K - $7.81K
5.6K $401M
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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