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  Name: Rollins Financial Advisors LLC
  City: ATLANTA
  State: GA
  Zip: 30326
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $530,902,000
  Total Value Change : $52,074,000
  Securities Held Change : 23
   
All Securities Held : 120
  New Positions : 25
  Closed Positions : 2
  Increased Positions : 54
  Unchanged Positions : 14
  Decreased Positions : 27

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 57 - $92.88 $918,000 9,700 0.17% -17,000 0 0.003    Closed - End Fund - E...
   (MCD)1 Year Chart         MCD McDonalds Corp 59 - $258.11 $873,000 3,097 0.16% -45,000 0 0    Restaurants
   (DSI)1 Year Chart         DSI iShares KLD 400 Social Index 67 - $101.40 $608,000 6,035 0.11% 59,000 0 0.003    Closed - End Fund - E...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 68 - $181.62 $547,000 2,996 0.1% 36,000 0 0.001    Closed - End Fund - Debt
   (IYF)1 Year Chart         IYF iShares Dow Jones US Financ... 80 - $95.22 $439,000 4,585 0.08% 47,000 0 0.004    Closed - End Fund - E...
   (PG)1 Year Chart         PG Procter & Gamble Co 85 - $165.33 $348,000 2,144 0.07% 34,000 0 0    Cleaning Products
   (SPYX)1 Year Chart         SPYX Spdr S 86 - $43.32 $345,000 8,055 0.06% 32,000 0 0.04    N/A
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 87 - $372.63 $336,000 842 0.06% 52,000 0 0    Medical Appliances & ...
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 88 - $64.26 $332,000 4,312 0.06% 67,000 0 0    N/A
   (PPA)1 Year Chart         PPA Invesco Aerospace & Defense... 98 - $105.40 $285,000 2,806 0.05% 26,000 0 0.018    Closed - End Fund - Debt
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 102 - $131.94 $246,000 1,900 0.05% 15,000 0 0.001    Paper & Paper Products
   (MELI)1 Year Chart         MELI Mercadolibre Inc 103 - $1,693.57 $242,000 160 0.05% -9,000 0 0    Business Services
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 109 - $62.73 $223,000 3,586 0.04% 21,000 0 0    Closed - End Fund - Debt
   (LHX)1 Year Chart         LHX L3harris Technologies Inc 111 - $223.25 $220,000 1,032 0.04% 3,000 0 0    Communication Equipment
      14 Records Found
  1    
Page 1 of 1
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