Raymond James Trust N.A. has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $4.1 Billion distributed in 1833 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $169M, Apple Inc. with a value of $123M, Vanguard Index Fds S&P 500 ETF with a value of $114M, Vanguard Ftse Developed Market with a value of $80.2M, and Jpmorgan Chase & CO with a value of $72.4M.

Examining the 13F form we can see an increase of $339M in the current position value, from $3.76B to 4.1B.

Below you can find more details about Raymond James Trust N.A. portfolio as well as his latest detailed transactions.

Portfolio value $4.1 Billion
ETFs: $1.17 Billion
Technology: $718 Million
Financial Services: $472 Million
Healthcare: $409 Million
Industrials: $318 Million
Consumer Cyclical: $250 Million
Consumer Defensive: $249 Million
Communication Services: $198 Million
Other: $318 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 1,833
  • Current Value $4.1 Billion
  • Prior Value $3.76 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 24, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 79 stocks
  • Additional Purchases 553 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 485 stocks
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