Rollins Financial Advisors, LLC

13F Filings History

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$582M
Signature - Title
Dylan Lail - 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 124 stock holdings with total value $582M as of Q2 2024. Top holdings included QQQ, AAPL, MSFT, AMZN, and SCHG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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