Rollins Financial Advisors, LLC - Portfolio overview
Rollins Financial Advisors, LLC has 170 reported holdings in this dataset, with the latest filing dated 2026-05-05.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- QQQ - INVESCO QQQ TRUST SERIES I, 10.09%
- AAPL - APPLE INC COM, 8.71%
- GOOGL - ALPHABET INC CAP STK CL A, 6.26%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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