Florida Financial Advisors, LLC Purchases in Q1 2025

Florida Financial Advisors, LLC

  • $254 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
48.2K
+ 69.09%
$49.78 - $53.19 $2.4M - $2.56M
118K $5.85B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.18K
+ 64.5%
$442.66 - $534.52 $1.41M - $1.7M
8.11K $4.32B
SPYG
Spdr Portfolio

ETFs
27.5K
+ 60.83%
$80.05 - $92.39 $2.2M - $2.54M
72.7K $5.79B
GLD
Spdr Gold Trust

ETFs
3.84K
+ 158.59%
$243.19 - $288.14 $934K - $1.11M
6.26K $1.81B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
21.2K
+ 73.32%
$55.41 - $60.74 $1.18M - $1.29M
50.1K $2.77B
ADP
Automatic Data Processing Inc

Industrials
3.64K
New
$286.85 - $318.64 $1.04M - $1.16M
3.64K $1.11B
COST
Costco Wholesale Corp

Consumer Defensive
1.02K
+ 90.87%
$890.62 - $1076.86 $904K - $1.09M
2.13K $2.02B
JPM
Jpmorgan Chase & CO

Financial Services
3.79K
+ 62.46%
$225.19 - $279.95 $854K - $1.06M
9.86K $2.42B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
12.3K
+ 51.96%
$78.0 - $84.37 $961K - $1.04M
36.1K $2.82B
WMT
Walmart Inc.

Consumer Defensive
10.2K
+ 67.84%
$84.5 - $105.05 $859K - $1.07M
25.2K $2.21B
RSG
Republic Services, Inc.

Industrials
3.46K
New
$200.09 - $242.16 $692K - $838K
3.46K $838M
NFLX
Netflix Inc

Communication Services
797
+ 63.15%
$828.4 - $1058.6 $660K - $844K
2.06K $1.92B
AMZN
Amazon Com Inc

Consumer Cyclical
5.26K
+ 51.55%
$190.26 - $242.06 $1M - $1.27M
15.5K $2.94B
PM
Philip Morris International Inc.

Consumer Defensive
3.43K
+ 73.83%
$117.15 - $158.79 $402K - $545K
8.08K $1.28B
VTV
Vanguard Value ETF

ETFs
3.46K
+ 9.11%
$167.73 - $179.21 $581K - $621K
41.5K $7.16B
FTNT
Fortinet, Inc.

Technology
6.23K
New
$92.49 - $114.57 $576K - $714K
6.23K $600M
PLTR
Palantir Technologies Inc.

Technology
6.58K
+ 153.26%
$64.98 - $124.62 $427K - $820K
10.9K $923M
WFC
Wells Fargo & Company

Financial Services
8.24K
+ 142.18%
$66.78 - $81.42 $550K - $671K
14K $1B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
9.25K
+ 64.58%
$75.47 - $84.24 $698K - $779K
23.6K $1.75B
SLV
I Shares Silver Trust

ETFs
17.4K
+ 160.63%
$26.93 - $31.32 $470K - $546K
28.3K $877M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.35K
New
$58.01 - $64.46 $542K - $603K
9.35K $580M
WMB
Williams Companies, Inc.

Energy
9.62K
New
$54.02 - $61.09 $520K - $588K
9.62K $574M
SPOT
Spotify Technology S.A.

Communication Services
992
New
$457.79 - $648.32 $454K - $643K
992 $546M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
8.44K
+ 63.35%
$77.91 - $92.26 $658K - $779K
21.8K $1.69B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
8.1K
+ 66.16%
$80.73 - $94.96 $654K - $769K
20.3K $1.64B
ROL
Rollins Inc

Consumer Cyclical
9.74K
New
$45.65 - $54.03 $445K - $526K
9.74K $527M
HDV
Ishares Core High Dividend ETF

ETFs
4.31K
New
$110.86 - $121.12 $478K - $522K
4.31K $522M
AXON
Axon Enterprise, Inc.

Industrials
955
New
$496.65 - $710.01 $474K - $678K
955 $504M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15K
+ 12.9%
$27.01 - $28.54 $406K - $429K
131K $3.67B
ATO
Atmos Energy Corp

Utilities
3.09K
New
$136.51 - $154.58 $422K - $478K
3.09K $478M
TMUS
T Mobile Us, Inc.

Communication Services
1.5K
+ 91.76%
$211.3 - $272.83 $318K - $410K
3.14K $838M
AVGO
Broadcom Inc.

Technology
5.41K
+ 80.47%
$167.43 - $244.7 $905K - $1.32M
12.1K $2.03B
HWM
Howmet Aerospace Inc.

Industrials
3.49K
New
$110.79 - $139.39 $387K - $487K
3.49K $452M
DTM
Dt Midstream, Inc.

Energy
4.65K
New
$86.95 - $113.75 $404K - $529K
4.65K $448M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
8.16K
+ 66.38%
$77.33 - $90.16 $631K - $736K
20.5K $1.52B
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.68K
New
$161.03 - $235.53 $431K - $631K
2.68K $444M
MGV
Vanguard Mega Cap Value

ETFs
3.29K
+ 52.04%
$123.61 - $133.01 $406K - $437K
9.61K $1.23B
APP
App Lovin Corp

Technology
1.85K
+ 242.89%
$238.08 - $510.13 $439K - $942K
2.61K $689M
XLC
Select Sector Spdr Tr Communic

ETFs
4.57K
+ 71.25%
$94.84 - $105.31 $433K - $481K
11K $1.06B
ADMA
Adma Biologics, Inc.

Healthcare
21.3K
New
$15.44 - $20.61 $329K - $439K
21.3K $423M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2.33K
New
$175.5 - $209.86 $410K - $490K
2.33K $423M
GWRE
Guidewire Software, Inc.

Technology
2.24K
New
$166.74 - $218.22 $374K - $489K
2.24K $421M
VST
Vistra Corp.

Utilities
3.82K
+ 160.29%
$108.49 - $191.89 $414K - $733K
6.2K $728M
BAC
Bank Of America Corp

Financial Services
10.5K
+ 59.6%
$39.61 - $47.74 $417K - $502K
28.2K $1.17B
XLV
Select Sector Spdr Fund Health

ETFs
2.37K
+ 39.96%
$137.61 - $149.68 $327K - $355K
8.31K $1.21B
IGV
Ishares Expanded Tech Software

ETFs
4.39K
New
$88.3 - $107.83 $388K - $474K
4.39K $391M
USFR
Wisdomtree Floating Rate Treas

ETFs
7.69K
New
$50.29 - $50.5 $387K - $388K
7.69K $387M
VRT
Vertiv Holdings CO

Industrials
5.26K
New
N/A
5.26K $380M
ASTS
Ast Space Mobile, Inc.

Communication Services
16.5K
New
$17.72 - $33.8 $292K - $557K
16.5K $375M
Activity Summary
Buys All Purchases 177 New Holdings 67 Increased Positions 110 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Florida Financial Advisors, LLC Portfolio

Follow Florida Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Florida Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Florida Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email