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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.98B
$604 Million 0.24% of portfolio
4,069
Q1 2025 Added 48.99%
$3.61B
$502 Million 0.2% of portfolio
1,740
Q1 2025 Added 72.28%
$9.83B
$448 Million 0.18% of portfolio
4,648
Q1 2025 New
$4.66B
$423 Million 0.17% of portfolio
21,277
Q1 2025 New
$5.05B
$332 Million 0.13% of portfolio
2,909
Q1 2025 New
$6.89B
$299 Million 0.12% of portfolio
3,587
Q1 2025 New
$8.76B
$278 Million 0.11% of portfolio
2,058
Q1 2025 Reduced 1.34%
$3.14B
$269 Million 0.11% of portfolio
2,406
Q1 2025 Reduced 20.86%
$3.93B
$285 Million 0.11% of portfolio
2,071
Q1 2025 New
$6.31B
$253 Million 0.1% of portfolio
1,226
Q1 2025 New
$4.94B
$250 Million 0.1% of portfolio
1,507
Q1 2025 New
$5.11B
$252 Million 0.1% of portfolio
12,945
Q1 2025 New
$3.34B
$249 Million 0.1% of portfolio
5,252
Q1 2025 New
$8.67B
$213 Million 0.08% of portfolio
3,252
Q1 2025 Reduced 3.01%
$5.26B
$215 Million 0.08% of portfolio
2,745
Q1 2025 New

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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