RF
| |
Rollins Financial13F | |
| Rollins Financial | |
| Last update 2024-02-13 | 1 Stocks (1 new) |
| Value $- | Turnover 0 % |
Rollins Financial Top Holdings of 2023-12-31
View Full List
| 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 | New Holding | 0.000 | 0% | 0.000 | +77.00% | +62.15% | 131.6 | Software | |
BND | Vanguard Total Bond Market ETF | 0 | 0 | Sold Out | 0.000 | -0.07% | 0.000 | +0.85% | +3.26% | 125,955.6 | ||
DLN |
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
| 0 | 0 | Sold Out | 0.000 | -0.42% | 0.000 | +16.43% | +7.76% | 5,063.0 | ||
DSI |
iShares MSCI KLD 400 Social Index Fund
iShares MSCI KLD 400 Social Index Fund
| 0 | 0 | Sold Out | 0.000 | -0.12% | 0.000 | +25.51% | +6.30% | 4,705.1 | ||
EFG | iShares MSCI EAFE Growth ETF | 0 | 0 | Sold Out | 0.000 | -0.06% | 0.000 | +24.18% | +15.30% | 13,001.9 | ||
FDN |
First Trust Dow Jones Internet Index Fund
First Trust Dow Jones Internet Index Fund
| 0 | 0 | Sold Out | 0.000 | -0.06% | 0.000 | +33.15% | +10.73% | 7,323.6 | ||
HYS |
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
| 0 | 0 | Sold Out | 0.000 | -0.09% | 0.000 | +6.94% | +4.26% | 1,442.6 | ||
IGM | iShares Expanded Tech Sector ETF | 0 | 0 | Sold Out | 0.000 | -0.05% | 0.000 | +38.75% | +10.37% | 6,657.5 | ||
IJH | iShares Core S&P Mid-Cap ETF | 0 | 0 | Sold Out | 0.000 | -0.24% | 0.000 | +21.13% | +1.95% | 96,551.0 | ||
IJR | iShares Core S&P Small-Cap ETF | 0 | 0 | Sold Out | 0.000 | -0.14% | 0.000 | +19.54% | -2.87% | 80,180.9 |
Rollins Financial's Historical Top Holdings Breakdowns
Rollins Financial's Top Stock Picks
View Full List
| 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 Sold Out | -14.71% | 343.66 ($379.61) 411.5 | $552.03 | 45.42% | Sold Out | 0 | -167,805 | |
AAPL | Apple Inc | 2023-12-31 | Sold Out Sold Out | -14.23% | 166.89 ($184.64) 198.11 | $209.95 | 13.71% | Sold Out | 0 | -339,672 | |
MSFT | Microsoft Corp | 2023-12-31 | Sold Out Sold Out | -8.98% | 313.39 ($355.93) 382.7 | $497.72 | 39.84% | Sold Out | 0 | -116,170 | |
TSLA | Tesla Inc | 2023-12-31 | Sold Out Sold Out | -6.69% | 197.36 ($237.66) 263.62 | $293.94 | 23.68% | Sold Out | 0 | -109,225 | |
AMZN | Amazon.com Inc | 2023-12-31 | Sold Out Sold Out | -6.52% | 119.57 ($140.18) 154.07 | $223.47 | 59.42% | Sold Out | 0 | -209,585 | |
GOOGL | Alphabet Inc | 2023-12-31 | Sold Out Sold Out | -5.29% | 122.17 ($134.36) 141.52 | $176.79 | 31.58% | Sold Out | 0 | -165,348 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2023-12-31 | Sold Out Sold Out | -4.11% | 70.08 ($77.37) 83.37 | $29.20 | -62.26% | Sold Out | 0 | -230,804 | |
BAC | Bank of America Corp | 2023-12-31 | Sold Out Sold Out | -2.63% | 25.17 ($29.12) 33.94 | $48.66 | 67.10% | Sold Out | 0 | -392,921 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2023-12-31 | Sold Out Sold Out | -2.34% | 90.04 ($98) 105.69 | $135.81 | 38.58% | Sold Out | 0 | -101,492 | |
META | Meta Platforms Inc | 2023-12-31 | Sold Out Sold Out | -2.10% | 288.35 ($325.65) 358.32 | $718.35 | 120.59% | Sold Out | 0 | -28,524 |
Rollins Financial Total Holding History ($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
- 1
Rollins Financial's Hypothetical Growth since 2023-12-31
Rollins Financial's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Rollins Financial News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers