Florida Financial Advisors, LLC Portfolio Holdings

Florida Financial Advisors, LLC

  • $194 Billion
  • Q3 2024

Florida Financial Advisors, LLC has filed its 13F form on January 10, 2025 for Q3 2024 where it was disclosed a total value porftolio of $194 Billion distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchg Traded Fd with a value of $12B, Vanguard Index Fds S&P 500 ETF with a value of $12B, Invesco Qqq Trust, Series 1 with a value of $10.1B, Technology Sector Spdr with a value of $9.85B, and Vanguard Mega Cap ETF with a value of $9.18B.

Examining the 13F form we can see an increase of $27.2B in the current position value, from $167B to 194B. Also it can be appreciated an additional of 34 stocks purchases and 8 closed positions.

Florida Financial Advisors, LLC is based out at Tampa, FL

Below you can find more details about Florida Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $194 Billion
ETFs: $125 Billion
Technology: $23.1 Billion
Financial Services: $10.2 Billion
Consumer Cyclical: $8.62 Billion
Communication Services: $6.49 Billion
Healthcare: $5.95 Billion
Consumer Defensive: $5.78 Billion
Industrials: $3.77 Billion
Other: $4.31 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.12T
$5.79 Billion 2.99% of portfolio
23,624
Q3 2024 Reduced 1.58%
$3.81T
$5.13 Billion 2.65% of portfolio
22,028
Q3 2024 Added 10.72%
$339B
$4.24 Billion 2.18% of portfolio
34,896
Q3 2024 Added 14.52%
$1.38T
$2.45 Billion 1.26% of portfolio
4,279
Q3 2024 Added 13.95%
$1.15T
$2.32 Billion 1.2% of portfolio
13,980
Q3 2024 Reduced 19.27%
$576B
$1.94 Billion 1.0% of portfolio
4,224
Q3 2024 Added 29.49%
$399B
$1.92 Billion 0.99% of portfolio
4,741
Q3 2024 Reduced 7.85%
$2.23T
$1.64 Billion 0.85% of portfolio
8,935
Q3 2024 Added 8.49%
$487B
$1.54 Billion 0.79% of portfolio
2,992
Q3 2024 Reduced 20.59%
$1.25T
$1.36 Billion 0.7% of portfolio
5,190
Q3 2024 Reduced 2.63%
$704B
$1.32 Billion 0.68% of portfolio
6,265
Q3 2024 Added 30.52%
$503B
$1.23 Billion 0.63% of portfolio
4,470
Q3 2024 Reduced 13.46%
$444B
$1.16 Billion 0.6% of portfolio
9,895
Q3 2024 Reduced 16.24%
$371B
$1.1 Billion 0.57% of portfolio
6,816
Q3 2024 Added 16.21%
$481B
$1.07 Billion 0.55% of portfolio
2,169
Q3 2024 Added 8.99%
$177B
$1.01 Billion 0.52% of portfolio
4,911
Q3 2024 Added 5.48%
$252B
$958 Million 0.49% of portfolio
11,867
Q3 2024 Reduced 2.59%
$148B
$880 Million 0.45% of portfolio
4,356
Q3 2024 Added 12.82%
$90.8B
$861 Million 0.44% of portfolio
5,029
Q3 2024 Added 1,182.91%
$182B
$742 Million 0.38% of portfolio
6,136
Q3 2024 Added 146.13%
$373B
$721 Million 0.37% of portfolio
1,016
Q3 2024 Added 9.25%
$176B
$675 Million 0.35% of portfolio
3,982
Q3 2024 Added 14.0%
$760B
$672 Million 0.35% of portfolio
758
Q3 2024 Reduced 33.63%
$300B
$675 Million 0.35% of portfolio
4,583
Q3 2024 Added 37.05%
$23.2B
$643 Million 0.33% of portfolio
3,354
Q3 2024 Added 8.54%
$362B
$619 Million 0.32% of portfolio
15,609
Q3 2024 Added 17.94%
$24.8B
$558 Million 0.29% of portfolio
2,467
Q3 2024 Added 14.64%
$104B
$547 Million 0.28% of portfolio
2,453
Q3 2024 Reduced 8.64%
$4.45B
$527 Million 0.27% of portfolio
7,112
Q3 2024 Added 14.6%
$147B
$523 Million 0.27% of portfolio
2,532
Q3 2024 Added 5.15%
$123B
$520 Million 0.27% of portfolio
890
Q3 2024 Added 19.46%
$189B
$505 Million 0.26% of portfolio
976
Q3 2024 Reduced 35.54%
$2.7B
$486 Million 0.25% of portfolio
2,343
Q3 2024 Added 10.16%
$13.1B
$470 Million 0.24% of portfolio
3,209
Q3 2024 Added 91.93%
$40.4B
$456 Million 0.24% of portfolio
2,656
Q3 2024 Added 4.9%
$251B
$464 Million 0.24% of portfolio
4,090
Q3 2024 Added 6.4%
$47.4B
$465 Million 0.24% of portfolio
2,440
Q3 2024 Added 11.42%
$1.18T
$453 Million 0.23% of portfolio
2,711
Q3 2024 Added 65.3%
$50B
$454 Million 0.23% of portfolio
1,404
Q3 2024 Added 11.87%
$96.8B
$443 Million 0.23% of portfolio
572
Q3 2024 Added 17.21%
$24.5B
$429 Million 0.22% of portfolio
2,987
Q3 2024 Added 24.93%
$197B
$419 Million 0.22% of portfolio
2,463
Q3 2024 Reduced 20.88%
$107B
$419 Million 0.22% of portfolio
1,453
Q3 2024 New
$41.8B
$407 Million 0.21% of portfolio
5,872
Q3 2024 Reduced 34.16%
$19.4B
$400 Million 0.21% of portfolio
5,082
Q3 2024 Added 7.56%
$264B
$384 Million 0.2% of portfolio
5,344
Q3 2024 Added 6.31%
$310B
$395 Million 0.2% of portfolio
2,000
Q3 2024 Added 16.48%
$54.5B
$383 Million 0.2% of portfolio
1,637
Q3 2024 New
$5.51B
$390 Million 0.2% of portfolio
2,450
Q3 2024 Added 663.24%

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $194 Billion
  • Prior Value $167 Billion
  • Filing
  • Period Q3 2024
  • Filing Date January 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 34 stocks
  • Additional Purchases 101 stocks
  • Sold out of 8 stocks
  • Reduced holdings in 37 stocks
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