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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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