Florida Financial Advisors, LLC Reduced Holdings in Q1 2025

Florida Financial Advisors, LLC

  • $254 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
-4.37K
- 11.69%
$206.38 - $242.18 $901K - $1.06M
33K $6.81B
BBUS
J P Morgan Exchg Traded Fd

ETFs
-11.6K
- 9.88%
$99.5 - $110.97 $1.15M - $1.29M
106K $10.7B
MGC
Vanguard Mega Cap ETF

ETFs
-5.56K
- 13.6%
$199.2 - $222.69 $1.11M - $1.24M
35.3K $7.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.47K
- 10.83%
$551.42 - $612.93 $808K - $898K
12.1K $6.75B
MSFT
Microsoft Corp

Technology
-862
- 4.98%
$375.39 - $447.2 $324K - $385K
16.4K $6.17B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-39K
- 15.37%
$25.77 - $27.6 $1M - $1.08M
215K $5.7B
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.33K
- 7.45%
$210.19 - $243.33 $280K - $324K
16.5K $3.48B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-8.5K
- 32.58%
$51.45 - $58.51 $437K - $497K
17.6K $910M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1.83K
- 20.3%
$161.27 - $192.3 $295K - $351K
7.17K $1.16B
JBL
Jabil Inc

Technology
-3.29K
- 49.94%
$130.51 - $173.33 $430K - $571K
3.3K $447M
SECT
Sector 10, Inc.

ETFs
-5.45K
- 13.05%
$50.98 - $57.8 $278K - $315K
36.3K $1.86B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-1.03K
- 60.61%
$333.37 - $384.99 $344K - $397K
670 $224M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-634
- 20.86%
$111.56 - $223.11 $70.7K - $141K
2.41K $269M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.21K
- 41.9%
$192.6 - $233.2 $232K - $281K
1.67K $331M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-5.78K
- 42.81%
$39.97 - $48.7 $231K - $281K
7.72K $308M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.71K
- 58.37%
$85.29 - $92.57 $316K - $343K
2.65K $241M
CDW
Cdw Corp

Technology
-1.68K
- 55.65%
$160.26 - $206.13 $270K - $347K
1.34K $215M
LLY
Eli Lilly & CO

Healthcare
-461
- 34.48%
$725.72 - $929.72 $335K - $429K
876 $723M
L
Loews Corp

Financial Services
-3.8K
- 62.91%
$81.13 - $91.91 $308K - $349K
2.24K $206M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.23K
- 14.0%
$192.82 - $222.1 $237K - $273K
7.54K $1.45B
HD
Home Depot, Inc.

Consumer Cyclical
-324
- 6.71%
$347.25 - $424.87 $113K - $138K
4.51K $1.65B
META
Meta Platforms, Inc.

Communication Services
-301
- 6.44%
$576.36 - $736.67 $173K - $222K
4.37K $2.52B
VGT
Vanguard Information Technolog

ETFs
-291
- 39.17%
$542.38 - $646.34 $158K - $188K
452 $245M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-5.17K
- 16.46%
$45.56 - $47.23 $236K - $244K
26.3K $1.24B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.46K
- 27.99%
$65.15 - $91.81 $94.9K - $134K
3.75K $244M
CRM
Salesforce, Inc.

Technology
-250
- 12.68%
$268.36 - $359.95 $67.1K - $90K
1.72K $462M
VBK
Vanguard Small Cap Growth ETF

ETFs
-519
- 28.39%
$247.97 - $296.33 $129K - $154K
1.31K $330M
IVW
Ishares S&P 500 Growth ETF

ETFs
-786
- 6.93%
$92.45 - $106.69 $72.7K - $83.9K
10.6K $980M
MRK
Merck & Co., Inc.

Healthcare
-1.35K
- 26.86%
$83.01 - $101.02 $112K - $137K
3.69K $330M
LMT
Lockheed Martin Corp

Industrials
-228
- 19.83%
$423.19 - $506.29 $96.5K - $115K
922 $412M
XLI
Industrial Sector Spdr

ETFs
-1.09K
- 28.23%
$128.78 - $141.67 $140K - $154K
2.77K $363M
ADBE
Adobe Inc.

Technology
-163
- 12.65%
$377.84 - $464.11 $61.6K - $75.6K
1.13K $432M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-1.26K
- 29.38%
$113.59 - $123.29 $143K - $155K
3.02K $352M
WSM
Williams Sonoma Inc

Consumer Cyclical
-346
- 11.37%
$158.1 - $217.71 $54.7K - $75.3K
2.7K $426M
VUG
Vanguard Growth ETF

ETFs
-67
- 2.6%
$369.1 - $427.61 $24.7K - $28.6K
2.51K $929M
AMAT
Applied Materials Inc

Technology
-296
- 6.21%
$145.06 - $195.51 $42.9K - $57.9K
4.47K $648M
UNH
Unitedhealth Group Inc

Healthcare
-277
- 10.77%
$461.52 - $548.18 $128K - $152K
2.3K $1.2B
V
Visa Inc.

Financial Services
-756
- 14.97%
$306.92 - $362.71 $232K - $274K
4.3K $1.5B
XLU
Utilities Sector Spdr

ETFs
-1.58K
- 13.75%
$74.7 - $80.27 $118K - $127K
9.9K $780M
HSY
Hershey CO

Consumer Defensive
-495
- 11.99%
$144.74 - $186.36 $71.6K - $92.2K
3.63K $622M
DIS
Walt Disney CO

Communication Services
-471
- 14.2%
$96.87 - $114.0 $45.6K - $53.7K
2.85K $280M
ADSK
Autodesk, Inc.

Technology
-137
- 11.5%
N/A
1.05K $276M
DHI
Horton D R Inc

Consumer Cyclical
-290
- 10.35%
$125.29 - $147.65 $36.3K - $42.8K
2.51K $318M
IT
Gartner Inc

Technology
-88
- 15.49%
$418.25 - $548.38 $36.8K - $48.3K
480 $202M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.3K
- 9.84%
$24.91 - $29.02 $32.4K - $37.7K
11.9K $298M
Blackrock ETF Trust Ii
-1.27K
- 12.31%
N/A
9.03K $473M
CRWD
Crowd Strike Holdings, Inc.

Technology
-211
- 21.71%
$308.86 - $455.36 $65.2K - $96.1K
761 $271M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-183
- 1.69%
$45.72 - $51.73 $8.37K - $9.47K
10.6K $489M
LEN
Lennar Corp

Consumer Cyclical
-75
- 4.06%
$113.93 - $141.54 $8.54K - $10.6K
1.77K $203M
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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