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POINCIANA ADVISORS GROUP, LLC 13F portfolio summary

POINCIANA ADVISORS GROUP, LLC of POINCIANA ADVISORS GROUP, LLC has 130 current stock holdings with a reported portfolio value of $126.7M. The portfolio 1 year return is +22.59%. Top holdings include UPS (0.00%), SPY (0.00%), AVUV (12.59%), VGIT (7.07%), DFAC (7.03%).

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POINCIANA ADVISORS GROUP, LLC

POINCIANA ADVISORS GROUP, LLC
Latest filing: 2026-03-31

POINCIANA ADVISORS GROUP, LLC runs POINCIANA ADVISORS GROUP, LLC and currently holds 130 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $126.71M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. POINCIANA ADVISORS GROUP, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, POINCIANA ADVISORS GROUP, LLC's portfolio at POINCIANA ADVISORS GROUP, LLC has delivered returns of +22.59%. Their 3-year annualized return is +20.86%. Looking at the 5-year horizon, POINCIANA ADVISORS GROUP, LLC has achieved +20.86% annualized returns at POINCIANA ADVISORS GROUP, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+22.59%
#0/1000
3 Year
+20.86%
#0/1000
5 Year
+20.86%
#0/1000

Portfolio Value

$126.71M

Alpha Score

19.4

#0 of 1000

Holdings

130

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change