Florida Financial Advisors, LLC Incresed Positions 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
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
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.5K
+ 348.91%
$71.17 - $73.66 $819K - $848K
14.8K $1.09B
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
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
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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15K
+ 12.9%
$27.01 - $28.54 $406K - $429K
131K $3.67B
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
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
8.16K
+ 66.38%
$77.33 - $90.16 $631K - $736K
20.5K $1.52B
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
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
GS
Goldman Sachs Group Inc

Financial Services
714
+ 82.73%
$524.81 - $672.19 $375K - $480K
1.58K $860M
RTX
Raytheon Technologies Corp

Industrials
2.44K
+ 102.65%
$114.1 - $135.66 $279K - $331K
4.82K $638M
Arista Networks Inc
5.95K
+ 181.01%
N/A
9.23K $714M
FISV
Fiserv Inc

Technology
1.43K
+ 119.87%
N/A
2.62K $579M
GE
General Electric CO

Industrials
1.42K
+ 99.58%
$168.59 - $212.13 $240K - $301K
2.85K $569M
XLP
Consumer Staples Sector Spdr

ETFs
3.73K
+ 65.0%
N/A
9.46K $772M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.35K
+ 67.66%
$126.11 - $135.06 $296K - $317K
5.82K $750M
AXP
American Express CO

Financial Services
1.27K
+ 102.51%
$255.39 - $325.87 $323K - $413K
2.5K $672M
PEG
Public Service Enterprise Group Inc

Utilities
3.72K
+ 150.08%
$78.2 - $90.39 $291K - $336K
6.2K $510M
PG
Procter & Gamble CO

Consumer Defensive
1.66K
+ 57.44%
$158.56 - $176.26 $263K - $293K
4.55K $775M
IVE
Ishares S&P 500 Value ETF

ETFs
1.51K
+ 46.18%
$185.78 - $198.58 $281K - $300K
4.79K $912M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.08K
+ 72.38%
$56.17 - $59.71 $285K - $303K
12.1K $690M
JNJ
Johnson & Johnson

Healthcare
755
+ 10.61%
$142.06 - $167.7 $107K - $127K
7.87K $1.3B
VFH
Vanguard Financial ETF

ETFs
2.21K
+ 113.04%
$114.07 - $127.34 $252K - $282K
4.17K $496M
ORCL
Oracle Corp

Technology
2.26K
+ 69.14%
$139.81 - $186.47 $316K - $421K
5.52K $772M
PEP
Pepsico Inc

Consumer Defensive
1.51K
+ 64.4%
$142.64 - $156.42 $216K - $237K
3.86K $578M
MSTR
Microstrategy Inc

Technology
730
+ 72.28%
$239.27 - $396.5 $175K - $289K
1.74K $502M
XOM
Exxon Mobil Corp

Energy
828
+ 8.93%
$105.44 - $118.93 $87.3K - $98.5K
10.1K $1.2B
HLNE
Hamilton Lane Inc

Financial Services
1.34K
+ 48.99%
$137.87 - $170.18 $184K - $228K
4.07K $604M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
378
+ 13.65%
$208.48 - $244.03 $78.8K - $92.2K
3.15K $768M
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
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