RF
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Rollins Financial13F | |
| Rollins Financial | |
| Last update 2024-02-13 | 1 Stocks (1 new) |
| Value $- | Turnover 0 % |
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 | New Holding | 0.000 | 0% | 0.000 | +31.99% | +55.27% | 126.0 | Software | |
BND | Vanguard Total Bond Market ETF | 0 | 0 | Sold Out | 0.000 | -0.07% | 0.000 | +2.09% | +3.74% | 128,020.8 | ||
DLN |
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
| 0 | 0 | Sold Out | 0.000 | -0.42% | 0.000 | +12.26% | +8.56% | 5,142.6 | ||
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 | +23.70% | +8.59% | 4,765.0 | ||
EFG | iShares MSCI EAFE Growth ETF | 0 | 0 | Sold Out | 0.000 | -0.06% | 0.000 | +11.16% | +15.31% | 13,002.8 | ||
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 | +26.47% | +10.64% | 7,398.9 | ||
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 | +5.07% | +4.93% | 1,409.3 | ||
IGM | iShares Expanded Tech Sector ETF | 0 | 0 | Sold Out | 0.000 | -0.05% | 0.000 | +34.08% | +11.80% | 6,891.8 | ||
IJH | iShares Core S&P Mid-Cap ETF | 0 | 0 | Sold Out | 0.000 | -0.24% | 0.000 | +16.64% | +3.13% | 97,920.0 | ||
IJR | iShares Core S&P Small-Cap ETF | 0 | 0 | Sold Out | 0.000 | -0.14% | 0.000 | +17.16% | -1.41% | 82,221.5 |
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 Sold Out | -14.71% | 343.66 ($379.61) 411.5 | $561.25 | 47.85% | Sold Out | 0 | -167,805 | |
AAPL | Apple Inc | 2023-12-31 | Sold Out Sold Out | -14.23% | 166.89 ($184.64) 198.11 | $214.40 | 16.12% | Sold Out | 0 | -339,672 | |
MSFT | Microsoft Corp | 2023-12-31 | Sold Out Sold Out | -8.98% | 313.39 ($355.93) 382.7 | $505.27 | 41.96% | Sold Out | 0 | -116,170 | |
TSLA | Tesla Inc | 2023-12-31 | Sold Out Sold Out | -6.69% | 197.36 ($237.66) 263.62 | $332.11 | 39.74% | Sold Out | 0 | -109,225 | |
AMZN | Amazon.com Inc | 2023-12-31 | Sold Out Sold Out | -6.52% | 119.57 ($140.18) 154.07 | $227.47 | 62.27% | Sold Out | 0 | -209,585 | |
GOOGL | Alphabet Inc | 2023-12-31 | Sold Out Sold Out | -5.29% | 122.17 ($134.36) 141.52 | $191.34 | 42.41% | 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 | $29.69 | -61.63% | 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 | $47.77 | 64.05% | 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 | $137.64 | 40.45% | Sold Out | 0 | -101,492 | |
META | Meta Platforms Inc | 2023-12-31 | Sold Out Sold Out | -2.10% | 288.35 ($325.65) 358.32 | $704.81 | 116.43% | Sold Out | 0 | -28,524 |
Rollins Financial Total Holding History ($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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