Rollins Financial Advisors, LLC

13F Filings History

Latest 13F report: Q3 2024 - Nov 13, 2024
Value $: $603M
Signature - Title: Kevin Kim - Compliance Consultant
Location: New York City, NY
Summary: This page shows a list of all the recent 13F filings made by Rollins Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Rollins Financial Advisors, LLC reported 140 stock holdings with total value $603M as of Q3 2024. Top holdings included QQQ, AAPL, MSFT, SCHG, and AMZN.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	140	$603M	+$20.8M	-$21.2M	-$385K	QQQ, AAPL, MSFT, SCHG, AMZN	13F-HR	11/13/2024, 01:01 PM
Q2 2024	124	$582M	+$28.6M	-$16.8M	+$11.8M	QQQ, AAPL, MSFT, AMZN, SCHG	13F-HR	8/14/2024, 10:05 AM
Q1 2024	120	$531M	+$37.3M	-$13.6M	+$23.7M	QQQ, AAPL, MSFT, AMZN, SCHG	13F-HR	5/14/2024, 09:51 AM
Q4 2023	97	$479M	$0	$0		QQQ, AAPL, MSFT, AMZN, TSLA	13F-HR	2/13/2024, 11:45 AM