Rollins Financial Advisors, LLC Portfolio Holdings

Rollins Financial Advisors, LLC

  • $640 Billion
  • Q4 2024

Rollins Financial Advisors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $640 Billion distributed in 135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $82.6B, Invesco Qqq Trust, Series 1 with a value of $77.4B, Microsoft Corp with a value of $49.6B, Amazon Com Inc with a value of $44.8B, and Schwab Strategic Tr Us Large C with a value of $44.3B.

Examining the 13F form we can see an increase of $37.7B in the current position value, from $603B to 640B.

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 $640 Billion
ETFs: $294 Billion
Technology: $144 Billion
Consumer Cyclical: $81.6 Billion
Communication Services: $49.7 Billion
Financial Services: $35.4 Billion
Energy: $12.7 Billion
Industrials: $3.82 Billion
Consumer Defensive: $2.98 Billion
Other: $5.38 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.32 Billion 0.21% of portfolio
30,598
Q4 2024 Added 453.91%
$0
$1.35 Billion 0.21% of portfolio
23,902
Q4 2024 Reduced 2.98%
$67.8B
$1.2 Billion 0.19% of portfolio
5,158
Q4 2024 Added 7.91%
$0
$1.15 Billion 0.18% of portfolio
2,856
Q3 2024 Reduced 8.67%
$0
$1.16 Billion 0.18% of portfolio
31,362
Q4 2024 Reduced 15.07%
$0
$1.18 Billion 0.18% of portfolio
2,009
Q4 2024 Added 2.34%
$93.9B
$1.06 Billion 0.17% of portfolio
9,833
Q4 2024 Added 74.0%
$0
$1.11 Billion 0.17% of portfolio
12,048
Q4 2024 Added 0.96%
$0
$1.02 Billion 0.16% of portfolio
21,174
Q4 2024 Added 12.54%
$0
$902 Million 0.14% of portfolio
9,162
Q4 2024 Reduced 24.16%
$0
$852 Million 0.13% of portfolio
14,618
Q4 2024 Reduced 0.89%
$0
$845 Million 0.13% of portfolio
6,951
Q4 2024 Reduced 2.33%
$0
$764 Million 0.12% of portfolio
8,267
Q4 2024 Added 17.76%
$0
$750 Million 0.12% of portfolio
3,341
Q4 2024 Reduced 3.44%
$230B
$798 Million 0.12% of portfolio
2,751
Q4 2024 Added 0.18%
$0
$762 Million 0.12% of portfolio
5,703
Q4 2024 Reduced 5.31%
$238B
$641 Million 0.1% of portfolio
7,096
Q4 2024 Added 16.71%
$0
$664 Million 0.1% of portfolio
6,332
Q3 2024 Reduced 13.86%
$0
$665 Million 0.1% of portfolio
6,035
Q4 2023 New
$0
$636 Million 0.1% of portfolio
6,787
Q4 2024 Reduced 13.3%
$0
$666 Million 0.1% of portfolio
11,968
Q4 2024 Reduced 10.47%
$0
$547 Million 0.09% of portfolio
8,772
Q4 2024 Added 19.72%
$0
$598 Million 0.09% of portfolio
3,052
Q4 2024 Added 2.59%
$0
$548 Million 0.09% of portfolio
24,137
Q4 2024 Added 199.88%
$573B
$604 Million 0.09% of portfolio
1,911
Q4 2024 Reduced 7.19%
Arista Networks Inc Com Shs
-
$597 Million 0.09% of portfolio
-
Q4 2024 New
Pimco Multisector Bond Active Exchange Traded Fund
-
$567 Million 0.09% of portfolio
-
Q4 2024 Added 24.24%
$4.53B
$577 Million 0.09% of portfolio
3,313
Q3 2024 New
$951B
$512 Million 0.08% of portfolio
2,689
Q4 2024 Added 13.51%
$202B
$536 Million 0.08% of portfolio
23,547
Q4 2024 Added 90.99%
$0
$526 Million 0.08% of portfolio
4,581
Q4 2024 Added 51.69%
$0
$484 Million 0.08% of portfolio
897
Q4 2024 Reduced 0.11%
$0
$450 Million 0.07% of portfolio
7,814
Q4 2024 Added 5.78%
$0
$468 Million 0.07% of portfolio
3,402
Q4 2024 Added 0.24%
$0
$435 Million 0.07% of portfolio
3,937
Q4 2024 Reduced 8.16%
$0
$465 Million 0.07% of portfolio
1,603
Q4 2024 Added 0.06%
$0
$467 Million 0.07% of portfolio
9,281
Q3 2024 New
$861B
$369 Million 0.06% of portfolio
1,869
Q4 2024 Added 5.95%
$404B
$359 Million 0.06% of portfolio
2,144
Q4 2023 New
$310B
$356 Million 0.06% of portfolio
5,711
Q4 2024 Reduced 22.04%
$32.7B
$415 Million 0.06% of portfolio
3,649
Q4 2024 New
$144B
$376 Million 0.06% of portfolio
6,235
Q4 2024 Added 29.92%
$0
$388 Million 0.06% of portfolio
8,055
Q4 2023 New
$0
$373 Million 0.06% of portfolio
1,689
Q4 2024 Added 6.97%
$175B
$409 Million 0.06% of portfolio
783
Q4 2024 Reduced 7.01%
$0
$292 Million 0.05% of portfolio
15,786
Q4 2024 Added 39.4%
$191B
$338 Million 0.05% of portfolio
8,451
Q4 2024 New
$0
$312 Million 0.05% of portfolio
2,710
Q4 2024 Added 1.88%
$0
$351 Million 0.05% of portfolio
7,030
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $640 Billion
  • Prior Value $603 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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