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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2B
$606 Million 0.44% of portfolio
39,779
Q2 2025 Reduced 17.09%
$1.4B
$367 Million 0.26% of portfolio
8,410
Q2 2025 Reduced 17.31%
$1.19B
$308 Million 0.22% of portfolio
5,576
Q2 2025 Reduced 9.49%

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
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