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
VOX
Vanguard Communication Service

ETFs
1.27K
+ 50.34%
$147.73 - $169.24 $188K - $215K
3.8K $564M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.55K
+ 20.56%
$95.85 - $99.25 $148K - $153K
9.07K $897M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.48K
+ 38.86%
$100.59 - $103.47 $149K - $153K
5.29K $548M
CVX
Chevron Corp

Energy
306
+ 6.09%
$146.71 - $167.97 $44.9K - $51.4K
5.33K $889M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
914
+ 87.63%
$203.38 - $274.79 $186K - $251K
1.96K $402M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.7K
+ 25.96%
$91.45 - $91.75 $155K - $156K
8.23K $755M
ZTS
Zoetis Inc.

Healthcare
901
+ 57.65%
$156.48 - $175.67 $141K - $158K
2.46K $406M
XLE
Energy Sector Spdr

ETFs
575
+ 4.65%
$85.7 - $93.96 $49.3K - $54K
12.9K $1.2B
KO
Coca Cola CO

Consumer Defensive
833
+ 11.01%
$60.81 - $72.32 $50.7K - $60.2K
8.4K $601M
VZ
Verizon Communications Inc

Communication Services
1.75K
+ 30.77%
$37.81 - $46.49 $66.1K - $81.3K
7.43K $337M
UTHR
United Therapeutics Corp

Healthcare
438
+ 53.28%
$304.42 - $380.78 $133K - $167K
1.26K $388M
PHM
Pultegroup Inc

Consumer Cyclical
1.13K
+ 30.49%
$101.09 - $118.51 $114K - $134K
4.83K $496M
RSP
Invesco S&P 500 Equal Weight E

ETFs
545
+ 25.88%
$169.43 - $182.84 $92.3K - $99.6K
2.65K $456M
CI
Cigna Corp

Healthcare
98
+ 10.65%
$274.49 - $329.0 $26.9K - $32.2K
1.02K $335M
ABT
Abbott Laboratories

Healthcare
169
+ 6.89%
$111.1 - $140.22 $18.8K - $23.7K
2.62K $347M
CSCO
Cisco Systems, Inc.

Technology
878
+ 13.87%
$58.74 - $64.87 $51.6K - $57K
7.21K $444M
ELV
Elevance Health, Inc.

Healthcare
38
+ 5.38%
$365.9 - $436.25 $13.9K - $16.6K
744 $324M
NUE
Nucor Corp

Basic Materials
441
+ 23.62%
$114.48 - $142.52 $50.5K - $62.9K
2.31K $278M
COP
Conocophillips

Energy
391
+ 12.5%
$88.6 - $105.85 $34.6K - $41.4K
3.52K $369M
MCD
Mcdonalds Corp

Consumer Cyclical
79
+ 5.28%
$279.74 - $321.29 $22.1K - $25.4K
1.58K $492M
CB
Chubb LTD

Financial Services
61
+ 4.19%
$257.71 - $301.99 $15.7K - $18.4K
1.52K $458M
UNP
Union Pacific Corp

Industrials
159
+ 10.44%
$225.21 - $254.42 $35.8K - $40.5K
1.68K $397M
NVDA
Nvidia Corp

Technology
11.1K
+ 24.81%
$106.98 - $149.43 $1.18M - $1.65M
55.7K $6.04B
MO
Altria Group, Inc.

Consumer Defensive
164
+ 4.19%
$50.81 - $60.02 $8.33K - $9.84K
4.08K $245M
DGRO
Ishares Core Dividend Growth E

ETFs
612
+ 14.93%
$60.46 - $64.42 $37K - $39.4K
4.71K $290M
IVV
Ishares Core S&P 500 ETF

ETFs
125
+ 10.38%
$554.06 - $615.85 $69.3K - $77K
1.33K $747M
MGK
Vanguard Mega Cap Growth ETF

ETFs
465
+ 15.58%
$307.43 - $357.48 $143K - $166K
3.45K $1.06B
MS
Morgan Stanley

Financial Services
428
+ 23.0%
$111.68 - $141.08 $47.8K - $60.4K
2.29K $267M
INTU
Intuit Inc

Technology
56
+ 15.43%
$555.63 - $630.23 $31.1K - $35.3K
419 $257M
ITA
Ishares Tr

ETFs
51
+ 2.16%
$144.84 - $159.5 $7.39K - $8.13K
2.41K $369M
CHK
Chesapeake Energy Corp

Energy
7
+ 0.33%
N/A
2.11K $234M
APD
Air Products & Chemicals, Inc.

Basic Materials
48
+ 6.2%
$283.24 - $338.07 $13.6K - $16.2K
822 $242M
TXN
Texas Instruments Inc

Technology
298
+ 5.92%
N/A
5.33K $957M
QUAL
Ishares Msci Usa Quality Facto

ETFs
160
+ 6.91%
$168.16 - $186.21 $26.9K - $29.8K
2.48K $423M
ACN
Accenture PLC

Technology
267
+ 14.29%
$300.91 - $398.25 $80.3K - $106K
2.14K $666M
VO
Vanguard Mid Cap ETF

ETFs
97
+ 2.78%
$251.87 - $277.95 $24.4K - $27K
3.59K $927M
RDVY
First Trust Rising Dividend Ac

ETFs
125
+ 3.22%
$57.22 - $63.39 $7.15K - $7.92K
4.01K $235M
SUB
Ishares Short Term National Mu

ETFs
19
+ 0.88%
$105.3 - $106.24 $2K - $2.02K
2.17K $229M
APH
Amphenol Corp

Technology
350
+ 6.36%
$61.62 - $78.55 $21.6K - $27.5K
5.86K $384M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
514
+ 14.75%
$211.47 - $267.17 $109K - $137K
4K $844M
MUB
Ishares National Muni Bond ETF

ETFs
17
+ 0.36%
$104.71 - $107.69 $1.78K - $1.83K
4.77K $502M
PNC
Pnc Financial Services Group, Inc.

Financial Services
159
+ 8.47%
$168.84 - $202.89 $26.8K - $32.3K
2.04K $358M
CAT
Caterpillar Inc

Industrials
57
+ 8.13%
$326.75 - $407.63 $18.6K - $23.2K
758 $249M
VTI
Vanguard Total Stock Market Et

ETFs
155
+ 4.76%
$271.18 - $303.12 $42K - $47K
3.41K $938M
GIS
General Mills Inc

Consumer Defensive
103
+ 3.07%
$57.56 - $65.3 $5.93K - $6.73K
3.46K $207M
VOT
Vanguard Mid Cap Growth Index

ETFs
10
+ 0.74%
$237.72 - $276.98 $2.38K - $2.77K
1.36K $332M
AME
Ametek Inc

Industrials
56
+ 2.37%
$170.39 - $190.43 $9.54K - $10.7K
2.42K $415M
NOW
Service Now, Inc.

Technology
52
+ 25.12%
$783.83 - $1170.39 $40.8K - $60.9K
259 $206M
HON
Honeywell International Inc

Industrials
122
+ 4.34%
$202.75 - $226.52 $24.7K - $27.6K
2.94K $621M
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