Poinciana Advisors Group, LLC Top Holdings and 13F Report (2025) About Poinciana Advisors Group, LLCInvestment ActivityPoinciana Advisors Group, LLC has $98.65 million in total holdings as of December 31, 2024.Poinciana Advisors Group, LLC owns shares of 103 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Largest Holdings Avantis U.S. Small Cap Value ETF $11,001,892Dimensional U.S. Core Equity 2 ETF $8,481,885Vanguard Intermediate-Term Treasury Index ETF $7,062,596Brown-Forman $5,910,998Avantis International Small Cap Value ETF $4,931,434 Sector AllocationMap of 500 Largest Holdings ofPoinciana Advisors Group, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAVUVAvantis U.S. Small Cap Value ETF$11,001,892113,97411.2%ETFDFACDimensional U.S. Core Equity 2 ETF$8,481,885245,2128.6%ETFVGITVanguard Intermediate-Term Treasury Index ETF$7,062,596121,7697.2%ETFBF.ABrown-Forman$5,910,998156,8326.0%Consumer StaplesAVDVAvantis International Small Cap Value ETF$4,931,43475,7755.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,720,58797,4934.8%ManufacturingBSVOEA Bridgeway Omni Small-Cap Value ETF$4,209,071194,4144.3%ETFDFIVDimensional International Value ETF$3,298,92492,9803.3%ETFAVEMAvantis Emerging Markets Equity ETF$2,908,79849,4782.9%ETFAAPLApple$2,534,76910,1222.6%Computer and TechnologyBF.BBrown-Forman$2,314,69160,9452.3%Consumer StaplesDFUVDimensional US Marketwide Value ETF$2,232,47254,5572.3%ETFEEMiShares MSCI Emerging Markets ETF$1,896,67345,3531.9%FinanceDFATDimensional U.S. Targeted Value ETF$1,780,36831,9861.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,762,52970,8981.8%ETFJNJJohnson & Johnson$1,739,48012,0281.8%MedicalDFAIDimensional International Core Equity Market ETF$1,342,22945,9671.4%ETFAVDEAvantis International Equity ETF$1,304,67621,2591.3%ETFDFGRDimensional Global Real Estate ETF$1,289,18350,4771.3%ETFDFUSDimensional U.S. Equity ETF$952,55314,9421.0%ETFVTIVanguard Total Stock Market ETF$931,3883,2140.9%ETFSPYSPDR S&P 500 ETF Trust$927,9261,5830.9%FinanceNVDANVIDIA$813,2136,0560.8%Computer and TechnologyVNQIVanguard Global ex-U.S. Real Estate ETF$771,30119,4970.8%ETFAVREAvantis Real Estate ETF$626,66214,9490.6%ETFAVUSAvantis U.S. Equity ETF$613,6476,3310.6%ETFAMZNAmazon.com$591,1072,6940.6%Retail/WholesaleDISVDimensional International Small Cap Value ETF$546,81120,5800.6%ETFIWViShares Russell 3000 ETF$535,1341,6010.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$482,97018,4410.5%ETFFTNTFortinet$436,1204,6160.4%Computer and TechnologyCNCCentene$425,6617,0260.4%MedicalCMECME Group$410,4461,7670.4%FinanceZMZoom Video Communications$399,1914,8910.4%Computer and TechnologyBACBank of America$395,4818,9980.4%FinanceBIVVanguard Intermediate-Term Bond ETF$387,3705,1840.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$382,8502,9770.4%ETFAVGOBroadcom$382,5821,6500.4%Computer and TechnologyARISTA NETWORKS INC$371,0673,3570.4%COM SHSADBEAdobe$362,2418150.4%Computer and TechnologyINCYIncyte$359,8555,2100.4%MedicalSMARSmartsheet$355,5666,3460.4%Computer and TechnologyRLRalph Lauren$355,4781,5390.4%Consumer DiscretionaryGEGeneral Electric$353,4952,1190.4%TransportationMMM3M$349,2232,7050.4%Multi-Sector ConglomeratesMDTMedtronic$341,3864,2740.3%MedicalPGRProgressive$328,9871,3730.3%FinanceCMCSAComcast$327,7308,7320.3%Consumer DiscretionaryAXSAXIS Capital$324,1723,6580.3%FinanceBKNGBooking$324,040650.3%Retail/WholesaleVOOVanguard S&P 500 ETF$323,1956000.3%ETFROSTRoss Stores$315,9412,0890.3%Retail/WholesaleCFGCitizens Financial Group$310,4027,0930.3%FinanceXELXcel Energy$305,4604,5240.3%UtilitiesPYPLPayPal$299,6573,5110.3%Computer and TechnologyGILDGilead Sciences$296,7203,2120.3%MedicalBKRBaker Hughes$295,3857,2010.3%Oils/EnergyBIIBBiogen$295,3041,9310.3%MedicalFLSFlowserve$290,8215,0560.3%Industrial ProductsTAT&T$287,34712,6200.3%Computer and TechnologyMSFTMicrosoft$286,1826790.3%Computer and TechnologyWENWendy's$284,33717,4440.3%Retail/WholesaleMCKMcKesson$281,2394930.3%MedicalNTRANatera$279,0831,7630.3%MedicalTXRHTexas Roadhouse$278,0431,5410.3%Retail/WholesaleCIENCiena$273,5973,2260.3%Computer and TechnologyNBIXNeurocrine Biosciences$273,4102,0030.3%MedicalBRBRBellRing Brands$271,7513,6070.3%MedicalZSZscaler$269,8191,4960.3%Computer and TechnologyPINSPinterest$266,9459,2050.3%Computer and TechnologyFHNFirst Horizon$262,32413,0250.3%FinanceBLACKROCK INC$259,4042530.3%COMWMTWalmart$249,2622,7590.3%Retail/WholesaleCMICummins$247,1577090.3%Auto/Tires/TrucksAPPFAppFolio$245,4869950.2%Computer and TechnologyIVViShares Core S&P 500 ETF$240,2624080.2%ETFHWMHowmet Aerospace$233,1772,1320.2%AerospaceVRSNVeriSign$233,1651,1270.2%Computer and TechnologyGTLBGitLab$230,7534,0950.2%Computer and TechnologyRHIRobert Half$229,8413,2620.2%Business ServicesTPRTapestry$224,8663,4420.2%Retail/WholesaleCLColgate-Palmolive$223,8352,4620.2%Consumer StaplesRBLXRoblox$220,0423,8030.2%Consumer DiscretionaryEMEEMCOR Group$218,3264810.2%ConstructionMRVLMarvell Technology$216,1511,9570.2%Computer and TechnologySYFSynchrony Financial$214,3053,2970.2%FinanceTSLATesla$213,9955300.2%Auto/Tires/TrucksOLLIOllie's Bargain Outlet$213,6441,9470.2%Consumer StaplesOVVOvintiv$213,6385,2750.2%Oils/EnergyHOODRobinhood Markets$212,2705,6970.2%FinanceDFSDDimensional Short-Duration Fixed Income ETF$210,8664,4980.2%ETFWABWestinghouse Air Brake Technologies$209,6871,1060.2%TransportationCHENIERE ENERGY INC$208,4249700.2%COM NEWPATHUiPath$204,92316,1230.2%Business ServicesPKGPackaging Co. of America$204,8689100.2%Industrial ProductsNFLXNetflix$203,7022290.2%Consumer DiscretionaryMTZMasTec$203,2571,4930.2%ConstructionALNYAlnylam Pharmaceuticals$202,6028610.2%MedicalAALAmerican Airlines Group$186,46610,6980.2%TransportationHBANHuntington Bancshares$178,59610,9770.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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