Rollins Financial Advisors, LLC Reduced Holdings in Q2 2025

Rollins Financial Advisors, LLC

  • $627 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-27.3K
- 8.59%
$172.42 - $223.89 $4.71M - $6.12M
291K $59.7B
TSLA
Tesla, Inc.

Consumer Cyclical
-17.8K
- 23.73%
$221.86 - $362.89 $3.95M - $6.46M
57.2K $18.2B
FNDF
Schwab Fundamental Intl Large

ETFs
-37.2K
- 44.24%
$32.25 - $40.02 $1.2M - $1.49M
46.9K $1.88B
FNDX
Schwab Fundamental U S Large C

ETFs
-34.8K
- 10.94%
$20.84 - $24.54 $726K - $855K
284K $6.96B
EPD
Enterprise Products Partners L.P.

Energy
-2.91K
- 1.99%
$28.95 - $34.22 $84.3K - $99.6K
143K $4.45B
CAT
Caterpillar Inc

Industrials
-2.22K
- 29.85%
$273.94 - $388.21 $608K - $862K
5.22K $2.03B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.72K
- 3.53%
$24.32 - $27.87 $139K - $160K
156K $4.14B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-6.12K
- 26.45%
$47.46 - $55.3 $290K - $338K
17K $937M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-5.07K
- 11.39%
$38.81 - $44.28 $197K - $225K
39.5K $1.67B
IEF
Ishares Barclays

ETFs
-2.9K
- 21.72%
$93.15 - $96.56 $270K - $280K
10.4K $1B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.14K
- 44.57%
$50.36 - $50.68 $208K - $210K
5.14K $261M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.3K
- 15.49%
N/A
18K $1.69B
GOOG
Alphabet Inc.

Communication Services
-1.33K
- 38.43%
$146.58 - $180.01 $195K - $240K
2.13K $378M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-1.76K
- 29.19%
$89.58 - $95.01 $158K - $168K
4.28K $407M
WMT
Walmart Inc.

Consumer Defensive
-2.19K
- 29.97%
$81.79 - $99.98 $179K - $219K
5.13K $501M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.68K
- 8.92%
$152.42 - $182.82 $409K - $490K
27.4K $5B
LLY
Eli Lilly & CO

Healthcare
-46
- 2.45%
$713.71 - $898.95 $32.8K - $41.4K
1.83K $1.43B
VTV
Vanguard Value ETF

ETFs
-930
- 8.12%
$153.67 - $176.74 $143K - $164K
10.5K $1.86B
XLG
Invesco Exchange Traded Fd Tr

ETFs
-2.99K
- 31.51%
$40.94 - $52.1 $122K - $156K
6.49K $338M
VRT
Vertiv Holdings CO

Industrials
-2.36K
- 59.18%
N/A
1.63K $209M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.87K
- 16.98%
$44.8 - $53.97 $83.6K - $101K
9.12K $492M
PG
Procter & Gamble CO

Consumer Defensive
-308
- 14.37%
$157.66 - $172.39 $48.6K - $53.1K
1.84K $293M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-15.7K
- 18.96%
$35.12 - $48.24 $552K - $758K
67.2K $3.24B
VZ
Verizon Communications Inc

Communication Services
-592
- 4.0%
$41.67 - $45.62 $24.7K - $27K
14.2K $615M
DUK
Duke Energy Corp

Utilities
-106
- 1.01%
$112.46 - $124.05 $11.9K - $13.1K
10.4K $1.23B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.22K
- 26.45%
$19.6 - $24.44 $63.2K - $78.7K
8.96K $219M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-826
- 10.92%
$51.14 - $57.0 $42.2K - $47.1K
6.74K $383M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.25K
- 15.59%
$51.16 - $62.02 $63.9K - $77.5K
6.77K $420M
KO
Coca Cola CO

Consumer Defensive
-563
- 10.05%
$68.37 - $73.9 $38.5K - $41.6K
5.04K $357M
VTI
Vanguard Total Stock Market Et

ETFs
-279
- 19.99%
$243.75 - $303.93 $68K - $84.8K
1.12K $339M
IYH
Ishares Tr

ETFs
-87
- 1.02%
$53.97 - $60.17 $4.7K - $5.23K
8.43K $476M
KMI
Kinder Morgan, Inc.

Energy
-6.01K
- 3.16%
$25.21 - $29.4 $152K - $177K
185K $5.43B
DELL
Dell Technologies Inc.

Technology
-688
- 28.14%
$71.63 - $125.98 $49.3K - $86.7K
1.76K $215M
Fidelity Enhanced Large Cap Growth ETF
-9.64K
- 15.16%
N/A
53.9K $2B
VIG
Vanguard Dividend Appreciation

ETFs
-168
- 5.37%
N/A
2.96K $605M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-497
- 10.26%
$86.93 - $109.64 $43.2K - $54.5K
4.35K $477M
XLF
Financial Sector Spdr

ETFs
-1.31K
- 4.67%
$43.92 - $52.37 $57.4K - $68.5K
26.7K $1.4B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.14K
- 8.94%
$17.76 - $22.1 $20.2K - $25.2K
11.6K $257M
IYF
Ishares Tr

ETFs
-200
- 5.08%
$99.23 - $120.99 $19.8K - $24.2K
3.74K $452M
MCK
Mckesson Corp

Healthcare
-15
- 4.18%
$652.83 - $732.78 $9.79K - $11K
344 $252M
T
At&T Inc.

Communication Services
-95
- 0.27%
$26.33 - $28.94 $2.5K - $2.75K
35.6K $1.03B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1
- 0.24%
$456.74 - $568.03 $457 - $568
421 $239M
Ge Vernova Inc Com
-375
- 36.51%
N/A
652 $345M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-100
- 1.65%
$101.97 - $126.75 $10.2K - $12.7K
5.97K $756M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-161
- 0.54%
$70.7 - $82.14 $11.4K - $13.2K
29.7K $2.44B
SPY
Spdr S&P 500 ETF Trust

ETFs
-347
- 6.66%
$496.48 - $617.85 $172K - $214K
4.87K $3.01B
UBER
Uber Technologies, Inc

Technology
-34
- 0.48%
$64.62 - $93.3 $2.2K - $3.17K
7.01K $654M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-308
- 0.36%
$35.77 - $42.27 $11K - $13K
86.2K $3.64B
Fidelity Enhanced Large Cap Core ETF
-511
- 0.75%
N/A
67.6K $2.33B
Activity Summary
Buys All Purchases 60 New Holdings 23 Increased Positions 37 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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