Rollins Financial Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1884018
Institutional-grade research for retail investors
Email me the moment this fund files its next 13FPro
13F Reported Value
ⓘ$759.1M
Holdings
168
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Rollins Financial Advisors, LLC disclosed 168 positions worth $759.1M in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 9.8% of the equity portfolio, followed by $AAPL and $GOOG. During the quarter the fund opened 20 new positions and exited 10. The portfolio is most concentrated in Other (46.8% of disclosed assets). All figures are sourced directly from Rollins Financial Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1884018.
AI Fund Analysis
Diversifying9.8% weight
Held 10 quarters
8.2% weight
Held 10 quarters
6.6% weight
Held 10 quarters
5.8% weight
Held 10 quarters
SCHWAB U.S. LARGE-CAP
5.6% weight
Held 10 quarters
5 quarters accumulating
VANGUARD HIGH DIVIDEND
4 quarters accumulating
PUTNAM FOCUSED LARGE CAP
4 quarters accumulating
4 quarters accumulating
ISHARES U.S. EQUITY
4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsEnergy
13fpro.ai/research/fund/rollins-financial-advisors-llc-1884018
AUM History
13fpro.ai/research/fund/rollins-financial-advisors-llc-1884018
Top Equity Holdings by Value
13fpro.ai/research/fund/rollins-financial-advisors-llc-1884018
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$74.6M101,334 sh - 76.3#82
Quality
$62.6M216,244 sh - 78.1#58
Quality
$49.9M139,679 sh - 68.4
Quality
$43.6M183,007 sh SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF
—Quality
$42.2M1,246,133 sh- 79.7
Quality
$39.1M104,939 sh - —
Quality
$30.4M100,236 sh - —
Quality
$27.4M304,049 sh - 67.3
Quality
$25.7M451,395 sh VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF
—Quality
$18.4M116,160 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| — | $74.6M | 101,334 | |
| 76.3#82 | $62.6M | 216,244 | |
| 78.1#58 | $49.9M | 139,679 | |
| 68.4 | $43.6M | 183,007 | |
| SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF | — | $42.2M | 1,246,133 |
| 79.7 | $39.1M | 104,939 | |
| — | $30.4M | 100,236 | |
| — | $27.4M | 304,049 | |
| 67.3 | $25.7M | 451,395 | |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | — | $18.4M | 116,160 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Rollins Financial Advisors, LLC's 168 positions.
Showing top 10 of 168 holdings.
Sector Allocation
Other
$355.2M
Technology
$185.6M
Financials
$127.3M
Consumer Discretionary
$48.5M
Industrials
$18.3M
Energy
$12.0M
Healthcare
$4.7M
Utilities
$3.8M
Top Holdings — Rollins Financial Advisors, LLC (Q2 2026)
Top 150 of 168 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | INVESCO QQQ TRUST, SERIES 1 | $74.6M | 9.8% | -9% | — | |
| 2 | Apple Inc. | $62.6M | 8.2% | -1% | 76.3 | |
| 3 | Alphabet Inc. | $49.9M | 6.6% | +1% | 78.1 | |
| 4 | AMAZON COM INC | $43.6M | 5.8% | -0% | 68.4 | |
| 5 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF | $42.2M | 5.6% | -6% | — |
| 6 | MICROSOFT CORP | $39.1M | 5.2% | +1% | 79.7 | |
| 7 | Invesco Ltd. | $30.4M | 4.0% | +27% | — | |
| 8 | Invesco Ltd. | $27.4M | 3.6% | +4% | — | |
| 9 | BANK OF AMERICA CORP /DE/ | $25.7M | 3.4% | -1% | 67.3 | |
| 10 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | $18.4M | 2.4% | +8% | — |
| 11 | — | ISHARES U.S. TECHNOLOGY ETF - ETF | $16.1M | 2.1% | +9% | — |
| 12 | Meta Platforms, Inc. | $14.5M | 1.9% | -2% | 79.6 | |
| 13 | JPMORGAN CHASE & CO | $14.5M | 1.9% | -0% | 70.3 | |
| 14 | Invesco Ltd. | $14.3M | 1.9% | +16% | — | |
| 15 | — | PUTNAM FOCUSED LARGE CAP VALUE ETF - ETF | $13.6M | 1.8% | +5% | — |
| 16 | — | ISHARES GLOBAL TECH ETF - ETF | $12.6M | 1.7% | +2% | — |
| 17 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF | $12.0M | 1.6% | -4% | — |
| 18 | Tesla, Inc. | $10.8M | 1.4% | -9% | 53.6 | |
| 19 | — | PROSHARES ULTRAPRO QQQ - ETF | $9.7M | 1.3% | -3% | — |
| 20 | — | T. ROWE PRICE U.S. EQUITY RESEARCH ETF - ETF | $9.3M | 1.2% | +6% | — |
| 21 | — | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND - ETF | $9.1M | 1.2% | -1% | — |
| 22 | NVIDIA CORP | $8.7M | 1.1% | +4% | 85.9 | |
| 23 | — | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - ETF | $8.7M | 1.1% | +3% | — |
| 24 | — | ISHARES SHORT MATURITY BOND ETF - ETF | $7.6M | 1.0% | -3% | — |
| 25 | CATERPILLAR INC | $6.8M | 0.9% | +8% | 66.3 | |
| 26 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $6.4M | 0.8% | +1% | — |
| 27 | — | ISHARES FLEXIBLE INCOME ACTIVE ETF - ETF | $6.0M | 0.8% | -1% | — |
| 28 | — | ISHARES S&P 500 GROWTH ETF - ETF | $5.9M | 0.8% | -0% | — |
| 29 | — | ISHARES MSCI INTL MOMENTUM FACTOR ETF - ETF | $5.3M | 0.7% | +77% | — |
| 30 | KINDER MORGAN, INC. | $4.9M | 0.7% | -1% | 71.1 | |
| 31 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF | $4.9M | 0.6% | -4% | — |
| 32 | — | FIDELITY BLUE CHIP GROWTH ETF - ETF | $4.8M | 0.6% | +16% | — |
| 33 | — | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - ETF | $4.7M | 0.6% | +68% | — |
| 34 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETF | $4.5M | 0.6% | -14% | — |
| 35 | Invesco Ltd. | $4.5M | 0.6% | +1% | — | |
| 36 | ENTERPRISE PRODUCTS PARTNERS L.P. | $4.4M | 0.6% | +6% | 61 | |
| 37 | — | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF | $4.0M | 0.5% | +100% | — |
| 38 | ELI LILLY & Co | $3.7M | 0.5% | +90% | 87.5 | |
| 39 | SPDR S&P 500 ETF TRUST | $3.4M | 0.5% | -2% | — | |
| 40 | — | INVESCO LARGE CAP GROWTH ETF - ETF | $3.4M | 0.5% | NEW | — |
| 41 | — | DIREXION DAILY SEMICONDUCTOR BULL 3X ETF - ETF | $3.4M | 0.4% | -13% | — |
| 42 | — | PROSHARES ULTRA QQQ - ETF | $3.1M | 0.4% | -4% | — |
| 43 | WisdomTree, Inc. | $2.7M | 0.4% | -0% | 59.6 | |
| 44 | — | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND - ETF | $2.5M | 0.3% | +0% | — |
| 45 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $2.4M | 0.3% | +31% | — |
| 46 | BERKSHIRE HATHAWAY INC | $2.4M | 0.3% | -2% | 73.6 | |
| 47 | — | VANGUARD MORNINGSTAR GROWTH ETF - ETF | $2.3M | 0.3% | +496% | — |
| 48 | — | FIDELITY ENHANCED LARGE CAP CORE ETF - ETF | $2.3M | 0.3% | -6% | — |
| 49 | — | BARON GLOBAL DURABLE ADVANTAGE ETF - ETF | $2.1M | 0.3% | -24% | — |
| 50 | — | VANGUARD MORNINGSTAR VALUE ETF - ETF | $2.1M | 0.3% | -0% | — |
| 51 | — | FIDELITY ENHANCED LARGE CAP GROWTH ETF - ETF | $2.0M | 0.3% | -3% | — |
| 52 | SOUTHERN CO | $1.9M | 0.3% | +18% | 61.7 | |
| 53 | Energy Transfer LP | $1.9M | 0.2% | +18% | 64.2 | |
| 54 | — | INVESCO RAFI EMERGING MARKETS ETF - ETF | $1.8M | 0.2% | +109% | — |
| 55 | — | PROSHARES ULTRA S&P 500 - ETF | $1.8M | 0.2% | -10% | — |
| 56 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | $1.7M | 0.2% | -2% | — |
| 57 | — | ISHARES CORE S&P 500 ETF - ETF | $1.6M | 0.2% | -0% | — |
| 58 | HOME DEPOT, INC. | $1.6M | 0.2% | -10% | 60.1 | |
| 59 | — | ISHARES RUSSELL 2000 ETF - ETF | $1.6M | 0.2% | +82% | — |
| 60 | COSTCO WHOLESALE CORP /NEW | $1.5M | 0.2% | -3% | 65.9 | |
| 61 | — | VANECK MORNINGSTAR WIDE MOAT ETF - ETF | $1.5M | 0.2% | -1% | — |
| 62 | Invesco Ltd. | $1.5M | 0.2% | +5% | — | |
| 63 | Duke Energy CORP | $1.4M | 0.2% | +22% | 56 | |
| 64 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $1.4M | 0.2% | +300% | — |
| 65 | Broadcom Inc. | $1.3M | 0.2% | +10% | 84.4 | |
| 66 | — | DEFIANCE QUANTUM ETF - ETF | $1.3M | 0.2% | +31% | — |
| 67 | — | ISHARES 7-10 YEAR TREASURY BOND ETF - ETF | $1.3M | 0.2% | +26% | — |
| 68 | Invesco Ltd. | $1.3M | 0.2% | +165% | — | |
| 69 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $1.2M | 0.2% | +52% | — |
| 70 | ON SEMICONDUCTOR CORP | $1.2M | 0.2% | -7% | 54.8 | |
| 71 | — | VANECK SEMICONDUCTOR ETF - ETF | $1.2M | 0.1% | +3% | — |
| 72 | — | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - ETF | $1.1M | 0.1% | -14% | — |
| 73 | — | AKRE FOCUS ETF - ETF | $1.1M | 0.1% | -48% | — |
| 74 | — | ISHARES U.S. INDUSTRIALS ETF - ETF | $1.1M | 0.1% | -27% | — |
| 75 | — | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF - ETF | $1.0M | 0.1% | +9% | — |
| 76 | — | JPMORGAN ULTRA-SHORT INCOME ETF - ETF | $978,176 | 0.1% | -3% | — |
| 77 | — | ISHARES CORE DIVIDEND GROWTH ETF - ETF | $952,740 | 0.1% | +45% | — |
| 78 | — | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND - ETF | $935,616 | 0.1% | -1% | — |
| 79 | — | ISHARES ESG OPTIMIZED MSCI USA ETF - ETF | $894,786 | 0.1% | -1% | — |
| 80 | Sandisk Corp | $889,028 | 0.1% | NEW | 87.6 | |
| 81 | Palo Alto Networks Inc | $882,560 | 0.1% | +30% | 65.4 | |
| 82 | — | ISHARES ESG MSCI KLD 400 ETF - ETF | $880,682 | 0.1% | +0% | — |
| 83 | AT&T INC. | $877,811 | 0.1% | +30% | 65.5 | |
| 84 | — | ISHARES EXPANDED TECH SECTOR ETF - ETF | $866,974 | 0.1% | +6% | — |
| 85 | — | ISHARES U.S. AEROSPACE & DEFENSE ETF - ETF | $861,423 | 0.1% | -49% | — |
| 86 | Invesco Ltd. | $854,550 | 0.1% | +6% | — | |
| 87 | NETFLIX INC | $851,873 | 0.1% | -17% | 78.6 | |
| 88 | Vertiv Holdings Co | $822,634 | 0.1% | +36% | 80.9 | |
| 89 | Uber Technologies, Inc | $777,596 | 0.1% | +45% | 73.3 | |
| 90 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $762,155 | 0.1% | +61% | — |
| 91 | — | DIMENSIONAL U.S. TARGETED VALUE ETF - ETF | $735,731 | 0.1% | +10% | — |
| 92 | MCDONALDS CORP | $721,434 | 0.1% | +8% | 68.6 | |
| 93 | CrowdStrike Holdings, Inc. | $703,615 | 0.1% | +40% | 67.5 | |
| 94 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $699,922 | 0.1% | +0% | — |
| 95 | Walmart Inc. | $697,462 | 0.1% | +2% | 59.9 | |
| 96 | — | SCHWAB U.S. BROAD MARKET ETF - ETF | $691,478 | 0.1% | +0% | — |
| 97 | COCA COLA CO | $686,801 | 0.1% | -37% | 69.3 | |
| 98 | MICRON TECHNOLOGY INC | $685,350 | 0.1% | NEW | 86.1 | |
| 99 | UNITEDHEALTH GROUP INC | $639,878 | 0.1% | +26% | 62.5 | |
| 100 | Alphabet Inc. | $634,846 | 0.1% | +0% | 78.1 | |
| 101 | — | FIDELITY ENHANCED INTERNATIONAL ETF - ETF | $629,880 | 0.1% | -34% | — |
| 102 | — | BARON TECHNOLOGY ETF - ETF | $606,846 | 0.1% | -10% | — |
| 103 | — | VANGUARD MORNINGSTAR MID-CAP VALUE ETF - ETF | $599,656 | 0.1% | +0% | — |
| 104 | GE Vernova Inc. | $595,896 | 0.1% | +56% | 81.1 | |
| 105 | Invesco Ltd. | $582,114 | 0.1% | -2% | — | |
| 106 | — | SCHWAB INTERNATIONAL EQUITY ETF - ETF | $580,841 | 0.1% | +25% | — |
| 107 | VISA INC. | $570,858 | 0.1% | -1% | 82.7 | |
| 108 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | $553,617 | 0.1% | +700% | — |
| 109 | — | VANGUARD S&P 500 ETF - ETF | $540,519 | 0.1% | +2% | — |
| 110 | BOEING CO | $523,457 | 0.1% | +108% | 61.4 | |
| 111 | — | FIDELITY HIGH DIVIDEND ETF - ETF | $518,253 | 0.1% | -39% | — |
| 112 | — | ISHARES MSCI INTL QUALITY FACTOR ETF - ETF | $517,847 | 0.1% | -17% | — |
| 113 | — | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF - ETF | $493,627 | 0.1% | +0% | — |
| 114 | — | VANGUARD ESG U.S. STOCK ETF - ETF | $483,903 | 0.1% | -1% | — |
| 115 | — | ISHARES U.S. FINANCIALS ETF - ETF | $476,369 | 0.1% | +0% | — |
| 116 | INTEL CORP | $475,021 | 0.1% | NEW | 45.5 | |
| 117 | — | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF - ETF | $447,124 | 0.1% | -7% | — |
| 118 | CORNING INC /NY | $441,918 | 0.1% | NEW | 73.5 | |
| 119 | — | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF - Stock | $441,297 | 0.1% | +29% | — |
| 120 | — | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF - ETF | $431,461 | 0.1% | +1% | — |
| 121 | — | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF - ETF | $424,907 | 0.1% | -13% | — |
| 122 | VERIZON COMMUNICATIONS INC | $419,928 | 0.1% | -10% | 65.5 | |
| 123 | — | FIRST TR DJ INTERNET INDEX - ETF | $419,316 | 0.1% | -17% | — |
| 124 | MPLX LP | $415,640 | 0.1% | +42% | 69.7 | |
| 125 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF - ETF | $408,359 | 0.1% | +0% | — |
| 126 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | $408,010 | 0.1% | +0% | — |
| 127 | GENERAL ELECTRIC CO | $394,659 | 0.1% | +0% | 73.6 | |
| 128 | Invesco Ltd. | $393,675 | 0.1% | +13% | — | |
| 129 | EXXON MOBIL CORP | $393,138 | 0.1% | +0% | 57.7 | |
| 130 | — | VANGUARD FTSE EUROPE ETF - ETF | $385,459 | 0.1% | -41% | — |
| 131 | — | JPMORGAN ACTIVE GROWTH ETF - ETF | $379,670 | 0.1% | -28% | — |
| 132 | — | KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF - ETF | $369,259 | 0.1% | NEW | — |
| 133 | — | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF - ETF | $363,655 | 0.1% | +0% | — |
| 134 | — | NUVEEN ESG LARGE-CAP GROWTH ETF - ETF | $362,418 | 0.1% | +0% | — |
| 135 | GENUINE PARTS CO | $353,940 | 0.1% | +0% | 52.4 | |
| 136 | Merck & Co., Inc. | $351,742 | 0.1% | +0% | 59.7 | |
| 137 | — | JANUS HENDERSON AAA CLO ETF - ETF | $349,290 | 0.1% | NEW | — |
| 138 | — | ISHARES MSCI EAFE GROWTH ETF - ETF | $340,405 | 0.0% | +0% | — |
| 139 | — | ISHARES U.S. HEALTHCARE ETF - ETF | $328,918 | 0.0% | -24% | — |
| 140 | SPDR GOLD TRUST | $312,755 | 0.0% | +16% | — | |
| 141 | — | MATTHEWS EMERGING MARKETS SUSTAINABLE FUTURE ACTIVE ETF - ETF | $307,532 | 0.0% | NEW | — |
| 142 | — | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF - ETF | $303,634 | 0.0% | NEW | — |
| 143 | L3HARRIS TECHNOLOGIES, INC. /DE/ | $299,889 | 0.0% | -23% | 64.3 | |
| 144 | — | CAPITAL GROUP DIVIDEND VALUE ETF - ETF | $291,885 | 0.0% | +0% | — |
| 145 | — | SCHWAB U.S. LARGE-CAP ETF - ETF | $286,177 | 0.0% | +0% | — |
| 146 | — | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF - ETF | $282,783 | 0.0% | NEW | — |
| 147 | — | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND - ETF | $281,495 | 0.0% | +0% | — |
| 148 | — | CAPITAL GROUP CORE EQUITY ETF - ETF | $278,623 | 0.0% | -6% | — |
| 149 | INTERNATIONAL BUSINESS MACHINES CORP | $277,273 | 0.0% | NEW | 69.7 | |
| 150 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | $271,270 | 0.0% | -11% | — |
New Positions (20)
INVESCO LARGE CAP GROWTH ETF - ETF$3.4M
KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF - ETF$369,259
JANUS HENDERSON AAA CLO ETF - ETF$349,290
MATTHEWS EMERGING MARKETS SUSTAINABLE FUTURE ACTIVE ETF - ETF$307,532
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF - ETF$303,634
VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF - ETF$282,783
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF - ETF$255,479
ISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF$241,931
Exited Positions (10)
VANGUARD SHORT-TERM CORPORATE BOND ETF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
ISHARES MSCI EAFE VALUE ETF
ISHARES BIOTECHNOLOGY ETF
CAPITAL GROUP GROWTH ETF
SCHWAB EMERGING MARKETS EQUITY ETF
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Rollins Financial Advisors, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Rollins Financial Advisors, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Rollins Financial Advisors, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Rollins Financial Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Rollins Financial Advisors, LLC (SEC CIK: 1884018), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Rollins Financial Advisors, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.