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Portfolio (Quarterly) Guide ↗

Rollins Financial Advisors, LLC

· CIK 0001884018
13F Portfolio $632M AUM 158 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 53 Added 60 Reduced 4 Exited
Page 4 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PPA INVESCO AEROSPACE & DEFENSE ETF 7,903.0 $1.3M 0.21% -564.0 -6.7% $165.70 +5.8%
62 IYJ ISHARES U.S. INDUSTRIALS ETF 8,848.0 $1.3M 0.21% +2K +22.8% $147.54 +10.0%
63 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 12,832.0 $1.3M 0.20% -7K -36.9% $100.57 +0.1%
64 IWF ISHARES RUSSELL 1000 GROWTH ETF 2,890.0 $1.2M 0.20% $426.46 -71.1%
65 DUK DUKE ENERGY CORP NEW COM NEW Utilities 9,382.0 $1.2M 0.19% $130.93 -5.4%
66 KO COCA COLA CO COM Consumer Defensive 13,448.0 $1.0M 0.16% $76.05 +4.4%
67 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 10,602.0 $1.0M 0.16% -203.0 -1.9% $95.44 -1.1%
68 JPMORGAN ULTRA-SHORT INCOME ETF 19,935.0 $1.0M 0.16% -3K -11.4% $50.61
69 AVGO BROADCOM INC COM Technology 3,184.0 $986K 0.16% +561.0 +21.4% $309.54 +32.9%
70 T AT&T INC COM Communication Services 32,633.0 $946K 0.15% +2K +8.0% $28.99 -24.1%
71 BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 10,218.0 $943K 0.15% +3K +38.0% $92.28 -0.2%
72 FENI FIDELITY ENHANCED INTERNATIONAL ETF 23,886.0 $889K 0.14% NEW $37.20 +8.4%
73 PXH INVESCO RAFI EMERGING MARKETS ETF 31,646.0 $852K 0.14% +9K +38.4% $26.91 +8.0%
74 ON ON SEMICONDUCTOR CORP COM Technology 13,718.0 $849K 0.13% NEW $61.92 +96.4%
75 FDVV FIDELITY HIGH DIVIDEND ETF 14,194.0 $784K 0.12% -511.0 -3.5% $55.24 +9.7%
76 SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 5,878.0 $776K 0.12% $132.10 +16.0%
77 MCD MCDONALDS CORP COM Consumer Cyclical 2,470.0 $768K 0.12% $310.79 -10.4%
78 DSI ISHARES ESG MSCI KLD 400 ETF 6,185.0 $750K 0.12% +150.0 +2.5% $121.19 +17.0%
79 WMT WALMART INC COM Consumer Defensive 6,020.0 $748K 0.12% +229.0 +4.0% $124.27 -5.7%
80 IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF 13,344.0 $732K 0.12% +70.0 +0.5% $54.84 +12.1%
Page 4 of 8  ·  158 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.6%
Financial Services 29.9%
Communication Services 16.8%
Consumer Cyclical 14.9%
Energy 3.4%
Industrials 1.6%
Consumer Defensive 1.1%
Utilities 0.9%
Healthcare 0.7%