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Eddie Wilcox

Rollins Financial Advisors, Llc

Assets Managed
$632.364M
Holdings
158
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-7.19%(2Q avg: -2.03%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rollins Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 158 positions.

Assets under management

The assets under management (AUM) of Rollins Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 632.364M in assets, with a quarterly growth rate of -7.19% and a 2-quarter average growth rate of -2.03%. The portfolio is managed by Eddie Wilcox, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -6.09%
10.16%
$64.247M
111,312 shares@ $577.18 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.41%
8.77%
$55.416M
218,353 shares@ $253.8 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.51%
6.3%
$39.822M
138,483 shares@ $287.56 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -5.98%
6.14%
$38.776M
1.331M shares@ $29.13 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.46%
6.1%
$38.534M
104,097 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.36%
6.03%
$38.129M
183,073 shares@ $208.27 avg price
BAC
Bank Of America Corp
Recent Activity
Decreased -0.18%
3.51%
$22.164M
454,637 shares@ $48.75 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Increased 8.73%
3.48%
$21.986M
292,408 shares@ $75.19 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -0.21%
2.98%
$18.828M
79,236 shares@ $237.63 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 7.88%
2.53%
$15.966M
107,802 shares@ $148.11 avg price

1-10 of 158