RF
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Rollins Financial13F | |
| Rollins Financial | |
| Last update 2024-02-13 | 1 Stocks (1 new) |
| Value $- | Turnover 0 % |
| Portfolio Report | |
Rollins Financial Top Holdings of 2023-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALTS | JanOne Inc | 0 | 0.000 | New Holding | 0.000 | 0% | 0.000 | +20.00% | +321.62% | 32.524 | Software | |
BND | Vanguard Total Bond Market ETF | 0 | 0.000 | Sold Out | 0.000 | -0.07% | 0.000 | -1.99% | -1.41% | 110706.079 | ||
DLN | WisdomTree U.S. LargeCap Dividend Fund | 0 | 0.000 | Sold Out | 0.000 | -0.42% | 0.000 | +9.79% | +21.48% | 4464.532 | ||
DSI | iShares MSCI KLD 400 Social Index Fund | 0 | 0.000 | Sold Out | 0.000 | -0.12% | 0.000 | +13.69% | +25.36% | 4973.230 | ||
EFG | iShares MSCI EAFE Growth ETF | 0 | 0.000 | Sold Out | 0.000 | -0.06% | 0.000 | -0.02% | +2.94% | 14208.202 | ||
FDN | First Trust Dow Jones Internet Index Fund | 0 | 0.000 | Sold Out | 0.000 | -0.06% | 0.000 | +25.71% | +27.71% | 6827.869 | ||
HYS | PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | 0 | 0.000 | Sold Out | 0.000 | -0.09% | 0.000 | +1.23% | +1.46% | 29088.367 | ||
IGM | iShares Expanded Tech Sector ETF | 0 | 0.000 | Sold Out | 0.000 | -0.05% | 0.000 | +16.09% | +36.80% | 5800.309 | ||
IJH | iShares Core S&P Mid-Cap ETF | 0 | 0.000 | Sold Out | 0.000 | -0.24% | 0.000 | +12.79% | +18.67% | 97616.311 | ||
IJR | iShares Core S&P Small-Cap ETF | 0 | 0.000 | Sold Out | 0.000 | -0.14% | 0.000 | +14.12% | +14.64% | 92389.763 |
Rollins Financial's Historical Top Holdings Breakdowns
Rollins Financial's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2023-12-31 | Sold Out | -14.71% | 343.66 ($379.61) 411.5 | $512.90 | 35.11% | Sold Out | 0 | -167,805 | |
AAPL | Apple Inc | 2023-12-31 | Sold Out | -14.23% | 166.89 ($184.64) 198.11 | $224.23 | 21.44% | Sold Out | 0 | -339,672 | |
MSFT | Microsoft Corp | 2023-12-31 | Sold Out | -8.98% | 313.39 ($355.93) 382.7 | $423.03 | 18.85% | Sold Out | 0 | -116,170 | |
TSLA | Tesla Inc | 2023-12-31 | Sold Out | -6.69% | 197.36 ($237.66) 263.62 | $328.49 | 38.22% | Sold Out | 0 | -109,225 | |
AMZN | Amazon.com Inc | 2023-12-31 | Sold Out | -6.52% | 119.57 ($140.18) 154.07 | $208.91 | 49.03% | Sold Out | 0 | -209,585 | |
GOOGL | Alphabet Inc | 2023-12-31 | Sold Out | -5.29% | 122.17 ($134.36) 141.52 | $181.62 | 35.17% | Sold Out | 0 | -165,348 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2023-12-31 | Sold Out | -4.11% | 70.08 ($77.37) 83.37 | $27.79 | -64.08% | Sold Out | 0 | -230,804 | |
BAC | Bank of America Corp | 2023-12-31 | Sold Out | -2.63% | 25.17 ($29.12) 33.94 | $45.86 | 57.49% | Sold Out | 0 | -392,921 | |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2023-12-31 | Sold Out | -2.34% | 90.04 ($98) 105.69 | $131.55 | 34.23% | Sold Out | 0 | -101,492 | |
META | Meta Platforms Inc | 2023-12-31 | Sold Out | -2.10% | 288.35 ($325.65) 358.32 | $584.82 | 79.59% | Sold Out | 0 | -28,524 |
Rollins Financial Total Holding History ($B)
Rollins Financial's Asset Allocation
Rollins Financial Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Rollins Financial's Hypothetical Growth since 2023-12-31
Rollins Financial's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Rollins Financial News
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