POINCIANA ADVISORS GROUP, LLC
Top Portfolio Positions
94 positions ·
$34,214,552 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
7,712 | $1,885,121 | 5.51% | |
| NVDA |
Nvidia Corp
Technology
|
9,210 | $1,606,224 | 4.69% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,697 | $1,103,626 | 3.23% | |
| TER |
Teradyne, Inc
Technology
|
3,015 | $893,826 | 2.61% | |
| CIEN |
Ciena Corp
Technology
|
2,029 | $787,718 | 2.30% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
11,229 | $681,038 | 1.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,187 | $663,756 | 1.94% | |
| LRCX |
Lam Research Corp
Technology
|
2,907 | $621,109 | 1.82% | |
| GE |
General Electric Co
Industrials
|
2,117 | $600,741 | 1.76% | |
| AAPL |
Apple Inc.
Technology
|
2,147 | $544,887 | 1.59% |
Portfolio Trend
6 quarters · across all stocks
Holdings in BF-A
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,376,670 | 52,325 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,408,227 | 52,331 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,444,180 | 52,573 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,668,077 | 109,593 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,910,998 | 156,832 | Shares | Sole | 2025-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||