Florida Financial Advisors, LLC Purchases in Q1 2025

Florida Financial Advisors, LLC

  • $254 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
714
+ 82.73%
$524.81 - $672.19 $375K - $480K
1.58K $860M
BRO
Brown & Brown, Inc.

Financial Services
2.93K
New
$100.54 - $124.4 $295K - $365K
2.93K $364M
RTX
Raytheon Technologies Corp

Industrials
2.44K
+ 102.65%
$114.1 - $135.66 $279K - $331K
4.82K $638M
BRBR
Bellring Brands, Inc.

Consumer Defensive
4.75K
New
$65.4 - $79.39 $310K - $377K
4.75K $354M
Arista Networks Inc
5.95K
+ 181.01%
N/A
9.23K $714M
WELL
Welltower Inc.

Real Estate
2.22K
New
$124.05 - $156.86 $276K - $349K
2.22K $340M
FISV
Fiserv Inc

Technology
1.43K
+ 119.87%
N/A
2.62K $579M
Ftai Aviation LTD
3.01K
New
N/A
3.01K $333M
STRL
Sterling Construction CO Inc

Industrials
2.91K
New
$108.65 - $200.56 $316K - $583K
2.91K $332M
GE
General Electric CO

Industrials
1.42K
+ 99.58%
$168.59 - $212.13 $240K - $301K
2.85K $569M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.35K
+ 67.66%
$126.11 - $135.06 $296K - $317K
5.82K $750M
Fidelity Covington Trust
9.81K
New
N/A
9.81K $306M
AXP
American Express CO

Financial Services
1.27K
+ 102.51%
$255.39 - $325.87 $323K - $413K
2.5K $672M
CVNA
Carvana Co.

Consumer Cyclical
1.45K
New
$166.52 - $285.33 $242K - $414K
1.45K $304M
PEG
Public Service Enterprise Group Inc

Utilities
3.72K
+ 150.08%
$78.2 - $90.39 $291K - $336K
6.2K $510M
VDC
Vanguard Consumer Staples ETF

ETFs
1.37K
New
$206.54 - $226.16 $283K - $310K
1.37K $300M
JXN
Jackson Financial Inc.

Financial Services
3.59K
New
$79.36 - $97.88 $285K - $351K
3.59K $299M
IAU
Ishares Gold Trust

ETFs
5K
New
$49.74 - $58.96 $249K - $295K
5K $295M
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.93K
New
$96.9 - $104.39 $284K - $306K
2.93K $291M
PG
Procter & Gamble CO

Consumer Defensive
1.66K
+ 57.44%
$158.56 - $176.26 $263K - $293K
4.55K $775M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.56K
New
$74.85 - $84.89 $266K - $302K
3.56K $291M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.11K
New
$91.76 - $103.26 $286K - $322K
3.11K $287M
IVE
Ishares S&P 500 Value ETF

ETFs
1.51K
+ 46.18%
$185.78 - $198.58 $281K - $300K
4.79K $912M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.08K
+ 72.38%
$56.17 - $59.71 $285K - $303K
12.1K $690M
PLMR
Palomar Holdings, Inc.

Financial Services
2.07K
New
$101.51 - $137.08 $210K - $284K
2.07K $285M
Amplify ETF Tr
3.95K
New
N/A
3.95K $283M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.79K
New
$68.32 - $75.06 $259K - $285K
3.79K $283M
TRGP
Targa Resources Corp.

Energy
1.39K
New
$178.44 - $217.22 $249K - $303K
1.39K $278M
T
At&T Inc.

Communication Services
9.76K
New
$21.56 - $28.28 $210K - $276K
9.76K $276M
JNJ
Johnson & Johnson

Healthcare
755
+ 10.61%
$142.06 - $167.7 $107K - $127K
7.87K $1.3B
VIS
Vanguard Industrial ETF

ETFs
1.09K
New
$243.63 - $273.99 $265K - $298K
1.09K $269M
VFH
Vanguard Financial ETF

ETFs
2.21K
+ 113.04%
$114.07 - $127.34 $252K - $282K
4.17K $496M
NEE
Nextera Energy Inc

Utilities
3.75K
New
$66.96 - $76.16 $251K - $285K
3.75K $265M
AMD
Advanced Micro Devices Inc

Technology
2.48K
New
$96.63 - $129.55 $240K - $321K
2.48K $254M
IDCC
Inter Digital, Inc.

Communication Services
1.23K
New
$171.68 - $225.72 $210K - $277K
1.23K $253M
GLDM
World Gold Trust

ETFs
4.09K
New
$52.19 - $61.89 $214K - $253K
4.09K $253M
SMMT
Summit Therapeutics Inc.

Healthcare
12.9K
New
$16.65 - $23.76 $216K - $308K
12.9K $252M
CGUS
Capital Group Core Equity ETF
7.51K
New
$33.08 - $36.62 $248K - $275K
7.51K $251M
EXLS
Exl Service Holdings, Inc.

Technology
5.3K
New
$44.13 - $51.8 $234K - $275K
5.3K $250M
IESC
Ies Holdings, Inc.

Industrials
1.51K
New
$162.26 - $316.26 $245K - $477K
1.51K $250M
TPG
Tpg Inc.

Financial Services
5.25K
New
$46.15 - $69.77 $242K - $366K
5.25K $249M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
5.07K
New
$46.86 - $50.66 $237K - $257K
5.07K $246M
PFE
Pfizer Inc

Healthcare
9.72K
New
$25.01 - $27.13 $243K - $264K
9.72K $246M
UBER
Uber Technologies, Inc

Technology
3.28K
New
$63.17 - $81.49 $207K - $267K
3.28K $239M
KKR
Kkr & Co. Inc.

Financial Services
2.05K
New
$108.17 - $167.07 $222K - $343K
2.05K $237M
MDT
Medtronic PLC

Healthcare
2.56K
New
$79.84 - $94.5 $204K - $242K
2.56K $229M
ORCL
Oracle Corp

Technology
2.26K
+ 69.14%
$139.81 - $186.47 $316K - $421K
5.52K $772M
SBUX
Starbucks Corp

Consumer Cyclical
2.3K
New
$91.75 - $115.81 $211K - $267K
2.3K $226M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.24K
New
$66.3 - $74.17 $215K - $240K
3.24K $225M
Activity Summary
Buys All Purchases 177 New Holdings 67 Increased Positions 110 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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