Florida Financial Advisors, LLC Portfolio Holdings

Florida Financial Advisors, LLC

  • $254 Billion
  • Q1 2025

Florida Financial Advisors, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $254 Billion distributed in 247 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $14.9B, Invesco Qqq Trust, Series 1 with a value of $10.7B, J P Morgan Exchg Traded Fd with a value of $10.7B, Vanguard Value ETF with a value of $7.16B, and Vanguard Mega Cap ETF with a value of $7.12B.

Examining the 13F form we can see an increase of $29.7B in the current position value, from $224B to 254B.

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 $254 Billion
ETFs: $143 Billion
Technology: $33.3 Billion
Financial Services: $19.6 Billion
Communication Services: $10.4 Billion
Consumer Cyclical: $10.2 Billion
Consumer Defensive: $9.63 Billion
Industrials: $9.02 Billion
Healthcare: $7.61 Billion
Other: $7.81 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.2T
$6.27 Billion 2.47% of portfolio
28,298
Q1 2025 Added 4.6%
$3.25T
$6.17 Billion 2.43% of portfolio
16,435
Q1 2025 Reduced 4.98%
$284B
$6.04 Billion 2.38% of portfolio
55,684
Q1 2025 Added 24.81%
$694B
$4.32 Billion 1.7% of portfolio
8,113
Q1 2025 Added 64.5%
$1.9T
$2.94 Billion 1.16% of portfolio
15,470
Q1 2025 Added 51.55%
$957B
$2.52 Billion 0.99% of portfolio
16,311
Q1 2025 Added 0.41%
$1.25T
$2.52 Billion 0.99% of portfolio
4,374
Q1 2025 Reduced 6.44%
$741B
$2.42 Billion 0.95% of portfolio
9,863
Q1 2025 Added 62.46%
$270B
$2.21 Billion 0.87% of portfolio
25,162
Q1 2025 Added 67.84%
$449B
$2.02 Billion 0.8% of portfolio
2,132
Q1 2025 Added 90.87%
$81.3B
$2.03 Billion 0.8% of portfolio
12,122
Q1 2025 Added 80.47%
$505B
$1.92 Billion 0.76% of portfolio
2,059
Q1 2025 Added 63.15%
$370B
$1.65 Billion 0.65% of portfolio
4,505
Q1 2025 Reduced 6.71%
$570B
$1.5 Billion 0.59% of portfolio
4,295
Q1 2025 Reduced 14.97%
$885B
$1.39 Billion 0.55% of portfolio
5,367
Q1 2025 Added 1.61%
$405B
$1.3 Billion 0.51% of portfolio
7,868
Q1 2025 Added 10.61%
$535B
$1.27 Billion 0.5% of portfolio
2,321
Q1 2025 Reduced 0.21%
$430B
$1.2 Billion 0.47% of portfolio
10,105
Q1 2025 Added 8.93%
$379B
$1.2 Billion 0.47% of portfolio
2,295
Q1 2025 Reduced 10.77%
$330B
$1.17 Billion 0.46% of portfolio
28,168
Q1 2025 Added 59.6%
$126B
$1.11 Billion 0.44% of portfolio
3,641
Q1 2025 New
$280B
$1 Billion 0.4% of portfolio
14,039
Q1 2025 Added 142.18%
$177B
$957 Million 0.38% of portfolio
5,330
Q1 2025 Added 5.92%
$243B
$923 Million 0.36% of portfolio
10,870
Q1 2025 Added 153.26%
$265B
$889 Million 0.35% of portfolio
5,330
Q1 2025 Added 6.09%
$191B
$860 Million 0.34% of portfolio
1,577
Q1 2025 Added 82.73%
$309B
$838 Million 0.33% of portfolio
3,141
Q1 2025 Added 91.76%
$79.2B
$838 Million 0.33% of portfolio
3,459
Q1 2025 New
$376B
$775 Million 0.31% of portfolio
4,550
Q1 2025 Added 57.44%
$112B
$768 Million 0.3% of portfolio
3,147
Q1 2025 Added 13.65%
$403B
$772 Million 0.3% of portfolio
5,524
Q1 2025 Added 69.14%
$58.3B
$728 Million 0.29% of portfolio
6,200
Q1 2025 Added 160.29%
$781B
$723 Million 0.28% of portfolio
876
Q1 2025 Reduced 34.48%
$208B
$672 Million 0.27% of portfolio
2,501
Q1 2025 Added 102.51%
$88.1B
$689 Million 0.27% of portfolio
2,606
Q1 2025 Added 242.89%
$194B
$666 Million 0.26% of portfolio
2,135
Q1 2025 Added 14.29%
$133B
$648 Million 0.26% of portfolio
4,467
Q1 2025 Reduced 6.21%
$144B
$621 Million 0.25% of portfolio
2,936
Q1 2025 Added 4.34%
$157B
$645 Million 0.25% of portfolio
4,203
Q1 2025 Reduced 5.57%
$24.5B
$622 Million 0.25% of portfolio
3,634
Q1 2025 Reduced 11.99%
$189B
$638 Million 0.25% of portfolio
4,821
Q1 2025 Added 102.65%
$310B
$601 Million 0.24% of portfolio
8,396
Q1 2025 Added 11.01%
$5.98B
$604 Million 0.24% of portfolio
4,069
Q1 2025 Added 48.99%
$85.7B
$600 Million 0.24% of portfolio
6,231
Q1 2025 New
$182B
$578 Million 0.23% of portfolio
3,860
Q1 2025 Added 64.4%
$79.5B
$579 Million 0.23% of portfolio
2,623
Q1 2025 Added 119.87%
$73.3B
$574 Million 0.23% of portfolio
9,618
Q1 2025 New
$347B
$579 Million 0.23% of portfolio
2,773
Q1 2025 Reduced 6.66%
$228B
$569 Million 0.22% of portfolio
2,848
Q1 2025 Added 99.58%

Summary

  • Portfolio
  • No. of Stocks 247
  • Current Value $254 Billion
  • Prior Value $224 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 67 stocks
  • Additional Purchases 110 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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