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 Market Cap. of $10 Billions to $200 Billions