Florida Financial Advisors, LLC Portfolio Holdings

Florida Financial Advisors, LLC

  • $139 Billion
  • Q2 2025

Florida Financial Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $11.9B, J P Morgan Exchg Traded Fd with a value of $11.7B, Apple Inc. with a value of $5.63B, Broadcom Inc. with a value of $5.29B, and Berkshire Hathaway Inc Class B with a value of $4.75B.

Examining the 13F form we can see an decrease of $115B in the current position value, from $254B to 139B.

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 $139 Billion
ETFs: $54.8 Billion
Technology: $23.6 Billion
Financial Services: $16.4 Billion
Communication Services: $8.19 Billion
Consumer Cyclical: $7.8 Billion
Industrials: $7.49 Billion
Healthcare: $7.33 Billion
Consumer Defensive: $4.48 Billion
Other: $4.96 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.35T
$5.63 Billion 4.06% of portfolio
27,283
Q2 2025 Reduced 10.67%
$150B
$5.29 Billion 3.81% of portfolio
19,029
Q2 2025 Reduced 13.96%
$621B
$4.75 Billion 3.43% of portfolio
9,792
Q2 2025 Reduced 13.96%
$913B
$3.75 Billion 2.7% of portfolio
12,885
Q2 2025 Reduced 13.83%
$1.68T
$3.69 Billion 2.66% of portfolio
20,755
Q2 2025 Reduced 9.78%
$2.49T
$3.29 Billion 2.37% of portfolio
14,891
Q2 2025 Reduced 9.28%
$403B
$2.49 Billion 1.79% of portfolio
2,529
Q2 2025 Reduced 12.06%
$176B
$2.19 Billion 1.58% of portfolio
76,244
Q2 2025 Reduced 14.83%
$150B
$1.94 Billion 1.4% of portfolio
17,433
Q2 2025 Reduced 16.37%
$389B
$1.82 Billion 1.31% of portfolio
4,954
Q2 2025 Reduced 7.51%
$108B
$1.69 Billion 1.22% of portfolio
5,474
Q2 2025 Reduced 13.83%
$429B
$1.69 Billion 1.22% of portfolio
35,704
Q2 2025 Reduced 14.82%
$186B
$1.51 Billion 1.09% of portfolio
4,289
Q2 2025 Reduced 14.41%
$269B
$1.43 Billion 1.03% of portfolio
2,020
Q2 2025 Reduced 13.17%
$494B
$1.43 Billion 1.03% of portfolio
9,255
Q2 2025 Reduced 12.43%
$68.2B
$1.23 Billion 0.89% of portfolio
11,675
Q2 2025 Reduced 15.62%
$4.27B
$1.18 Billion 0.85% of portfolio
24,505
Q2 2025 Reduced 16.14%
$52B
$1.18 Billion 0.85% of portfolio
1,461
Q2 2025 Reduced 16.56%
$201B
$1.08 Billion 0.78% of portfolio
5,858
Q2 2025 Reduced 10.33%
$270B
$1.07 Billion 0.77% of portfolio
3,363
Q2 2025 Reduced 13.35%
$6.39B
$997 Million 0.72% of portfolio
17,440
Q2 2025 Reduced 17.02%
$338B
$975 Million 0.7% of portfolio
3,762
Q2 2025 Reduced 14.06%
$85.6B
$921 Million 0.66% of portfolio
4,943
Q2 2025 Reduced 15.68%
$309B
$884 Million 0.64% of portfolio
6,110
Q2 2025 Reduced 11.64%
$7.99B
$811 Million 0.58% of portfolio
2,660
Q2 2025 Reduced 15.49%
$820B
$795 Million 0.57% of portfolio
1,016
Q2 2025 Reduced 10.53%
$4.76B
$770 Million 0.55% of portfolio
4,367
Q2 2025 Reduced 16.35%
$10.6B
$757 Million 0.55% of portfolio
7,002
Q2 2025 Reduced 16.88%
$19.6B
$767 Million 0.55% of portfolio
3,279
Q2 2025 Reduced 15.19%
$135B
$742 Million 0.53% of portfolio
3,196
Q2 2025 Reduced 11.45%
$1.72T
$720 Million 0.52% of portfolio
4,044
Q2 2025 Reduced 3.14%
$24B
$719 Million 0.52% of portfolio
4,663
Q2 2025 Reduced 15.78%
$3B
$661 Million 0.48% of portfolio
36,307
Q2 2025 Reduced 14.41%
-
$649 Million 0.47% of portfolio
-
Q2 2025 Reduced 16.77%
$79.5B
$653 Million 0.47% of portfolio
3,879
Q2 2025 Reduced 13.84%
$171B
$640 Million 0.46% of portfolio
712
Q2 2025 Reduced 9.55%
$298B
$642 Million 0.46% of portfolio
9,079
Q2 2025 Added 0.31%
$300B
$628 Million 0.45% of portfolio
9,091
Q2 2025 Reduced 14.05%
$386B
$631 Million 0.45% of portfolio
3,390
Q2 2025 Reduced 10.15%
$4.08B
$606 Million 0.44% of portfolio
39,779
Q2 2025 Reduced 17.09%
$29.7B
$601 Million 0.43% of portfolio
2,691
Q2 2025 Reduced 18.48%
$82.9B
$598 Million 0.43% of portfolio
6,000
Q2 2025 Reduced 11.27%
$158B
$588 Million 0.42% of portfolio
1,982
Q2 2025 Reduced 9.08%
$158B
$561 Million 0.4% of portfolio
1,456
Q2 2025 Reduced 8.72%
$25.9B
$525 Million 0.38% of portfolio
1,559
Q2 2025 Reduced 15.46%
$115B
$493 Million 0.36% of portfolio
1,731
Q2 2025 Reduced 20.68%
$52.4B
$500 Million 0.36% of portfolio
927
Q2 2025 Reduced 9.17%
$22.5B
$499 Million 0.36% of portfolio
4,548
Q2 2025 Reduced 16.73%
$46.4B
$474 Million 0.34% of portfolio
2,621
Q2 2025 Reduced 12.74%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $139 Billion
  • Prior Value $254 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Florida Financial Advisors, LLC Portfolio

Follow Florida Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Florida Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Florida Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email