Rollins Financial Advisors, LLC Portfolio Holdings

Rollins Financial Advisors, LLC

  • $574 Billion
  • Q1 2025

Rollins Financial Advisors, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $574 Billion distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $70.7B, Invesco Qqq Trust, Series 1 with a value of $65.8B, Microsoft Corp with a value of $42.6B, Schwab Strategic Tr Us Large C with a value of $40.6B, and Amazon Com Inc with a value of $38.2B.

Examining the 13F form we can see an decrease of $66.2B in the current position value, from $640B to 574B.

Rollins Financial Advisors, LLC is based out at Atlanta, GA

Below you can find more details about Rollins Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $574 Billion
ETFs: $272 Billion
Technology: $120 Billion
Consumer Cyclical: $61.2 Billion
Communication Services: $43.4 Billion
Financial Services: $39 Billion
Energy: $14.2 Billion
Industrials: $3.67 Billion
Consumer Defensive: $3.22 Billion
Other: $5.04 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$65.8 Billion 11.47% of portfolio
140,429
Q1 2025 Reduced 7.26%
$0
$40.6 Billion 7.06% of portfolio
1,619,495
Q1 2025 Added 1.87%
$0
$16.8 Billion 2.93% of portfolio
253,181
Q1 2025 Added 6.97%
$0
$12.6 Billion 2.2% of portfolio
65,358
Q1 2025 Added 14.22%
$0
$10.2 Billion 1.77% of portfolio
83,452
Q1 2025 Reduced 5.08%
$0
$9.42 Billion 1.64% of portfolio
67,068
Q1 2025 Reduced 4.93%
$0
$9.36 Billion 1.63% of portfolio
72,596
Q1 2025 Added 1.8%
$0
$7.52 Billion 1.31% of portfolio
318,375
Q1 2025 Added 2.0%
$0
$7.46 Billion 1.3% of portfolio
98,548
Q1 2025 Reduced 4.7%
$0
$7.28 Billion 1.27% of portfolio
207,065
Q1 2025 Added 16.08%
$0
$5.5 Billion 0.96% of portfolio
95,967
Q1 2025 Added 1.16%
$0
$5.39 Billion 0.94% of portfolio
58,110
Q1 2025 Reduced 9.68%
$0
$5.14 Billion 0.89% of portfolio
30,051
Q1 2025 Reduced 5.61%
$0
$4.53 Billion 0.79% of portfolio
161,948
Q1 2025 Reduced 3.98%
$0
$4.54 Billion 0.79% of portfolio
89,242
Q1 2025 Added 12.01%
$0
$4.18 Billion 0.73% of portfolio
52,049
Q1 2025 Reduced 3.36%
$0
$3.49 Billion 0.61% of portfolio
86,473
Q1 2025 Added 0.3%
$0
$3.31 Billion 0.58% of portfolio
82,886
Q1 2025 Added 11.5%
$0
$3.04 Billion 0.53% of portfolio
84,131
Q1 2025 Reduced 4.77%
$0
$2.92 Billion 0.51% of portfolio
5,213
Q1 2025 Reduced 14.5%
$0
$2.37 Billion 0.41% of portfolio
29,861
Q1 2025 Added 1.47%
$0
$2.12 Billion 0.37% of portfolio
55,783
Q1 2025 Added 235.11%
$0
$1.97 Billion 0.34% of portfolio
44,527
Q1 2025 Added 45.52%
$0
$1.98 Billion 0.34% of portfolio
11,456
Q1 2025 Reduced 7.97%
$0
$1.91 Billion 0.33% of portfolio
19,003
Q1 2025 Added 4.43%
$0
$1.87 Billion 0.33% of portfolio
21,305
Q1 2025 Reduced 15.87%
$0
$1.65 Billion 0.29% of portfolio
4,459
Q1 2025 Reduced 0.11%
$0
$1.4 Billion 0.24% of portfolio
28,019
Q1 2025 Added 32.33%
$0
$1.33 Billion 0.23% of portfolio
7,673
Q1 2025 Reduced 4.08%
$0
$1.3 Billion 0.23% of portfolio
32,630
Q1 2025 Added 4.04%
$0
$1.27 Billion 0.22% of portfolio
13,333
Q1 2025 Added 61.28%
$0
$1.27 Billion 0.22% of portfolio
23,119
Q1 2025 Reduced 3.28%
$0
$1.19 Billion 0.21% of portfolio
13,427
Q1 2025 Reduced 0.94%
$0
$1.09 Billion 0.19% of portfolio
11,823
Q1 2025 New
$0
$1.03 Billion 0.18% of portfolio
1,841
Q1 2025 Reduced 8.36%
$0
$1.02 Billion 0.18% of portfolio
2,830
Q1 2025 Reduced 0.91%
$0
$1.01 Billion 0.18% of portfolio
12,226
Q1 2025 Added 1.48%
$0
$846 Million 0.15% of portfolio
6,496
Q1 2025 Added 13.9%
$0
$795 Million 0.14% of portfolio
11,324
Q1 2025 New
$0
$697 Million 0.12% of portfolio
6,068
Q1 2025 Reduced 12.7%
$0
$618 Million 0.11% of portfolio
6,035
Q4 2023 New
$0
$606 Million 0.11% of portfolio
3,126
Q1 2025 Added 2.42%
$0
$561 Million 0.1% of portfolio
2,841
Q1 2025 Reduced 14.97%
$0
$566 Million 0.1% of portfolio
10,988
Q1 2025 Reduced 8.19%
$0
$566 Million 0.1% of portfolio
6,044
Q1 2025 Reduced 10.95%
$0
$518 Million 0.09% of portfolio
8,514
Q1 2025 Reduced 41.76%
$0
$520 Million 0.09% of portfolio
24,137
Q4 2024 Added 199.88%
$0
$533 Million 0.09% of portfolio
4,571
Q1 2025 Reduced 0.22%
$0
$432 Million 0.08% of portfolio
7,566
Q1 2025 Reduced 3.17%

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $574 Billion
  • Prior Value $640 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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