Florida Financial Advisors, LLC Sells in Q3 2025

Florida Financial Advisors, LLC

  • $324 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-1.59K
- 15.87%
$105.83 - $117.22 $168K - $186K
8.44K $952M
IBM
International Business Machines Corp

Technology
-397
- 29.28%
$234.77 - $292.47 $93.2K - $116K
959 $271M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-322
- 10.29%
$196.15 - $217.83 $63.2K - $70.1K
2.81K $566M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-3K
- 29.99%
$47.75 - $54.24 $143K - $163K
7K $376M
PG
Procter & Gamble CO

Consumer Defensive
-504
- 9.63%
$150.47 - $161.22 $75.8K - $81.3K
4.73K $728M
ZTS
Zoetis Inc.

Healthcare
-526
- 20.1%
$141.13 - $159.19 $74.2K - $83.7K
2.09K $306M
KO
Coca Cola CO

Consumer Defensive
-927
- 10.18%
$65.67 - $71.67 $60.9K - $66.4K
8.18K $543M
AAPL
Apple Inc.

Technology
-5.12K
- 21.02%
$202.38 - $256.87 $1.04M - $1.32M
19.2K $4.9B
CI
Cigna Corp

Healthcare
-201
- 21.29%
$262.23 - $334.39 $52.7K - $67.2K
743 $215M
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.87K
- 12.19%
$243.93 - $275.62 $455K - $514K
13.4K $3.68B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-567
- 19.53%
$181.56 - $190.33 $103K - $108K
2.34K $443M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-832
- 16.13%
$102.4 - $103.88 $85.2K - $86.4K
4.33K $447M
CRWD
Crowd Strike Holdings, Inc.

Technology
-139
- 20.38%
$412.46 - $514.1 $57.3K - $71.5K
543 $266M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-545
- 26.56%
$185.88 - $207.44 $101K - $113K
1.51K $303M
CB
Chubb LTD

Financial Services
-237
- 17.26%
$265.99 - $289.59 $63K - $68.6K
1.14K $321M
TRV
Travelers Companies, Inc.

Financial Services
-307
- 26.28%
$250.62 - $279.43 $76.9K - $85.8K
861 $241M
ABBV
Abb Vie Inc.

Healthcare
-881
- 28.92%
$184.85 - $231.54 $163K - $204K
2.17K $501M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.16K
- 8.38%
$55.61 - $57.37 $64.5K - $66.5K
12.7K $724M
UNP
Union Pacific Corp

Industrials
-264
- 17.36%
$214.91 - $237.16 $56.7K - $62.6K
1.26K $298M
MCD
Mcdonalds Corp

Consumer Cyclical
-246
- 12.4%
$291.67 - $316.99 $71.8K - $78K
1.74K $529M
AME
Ametek Inc

Industrials
-356
- 15.57%
$176.44 - $192.03 $62.8K - $68.4K
1.93K $364M
ABT
Abbott Laboratories

Healthcare
-307
- 10.57%
$120.51 - $136.62 $37K - $41.9K
2.6K $348M
DIS
Walt Disney CO

Communication Services
-102
- 2.81%
$112.25 - $124.0 $11.4K - $12.6K
3.53K $405M
GM
General Motors CO

Consumer Cyclical
-1.92K
- 29.97%
$48.89 - $61.24 $93.9K - $118K
4.49K $274M
APD
Air Products & Chemicals, Inc.

Basic Materials
-109
- 11.2%
$265.78 - $299.3 $29K - $32.6K
864 $236M
COP
Conocophillips

Energy
-554
- 17.91%
$91.0 - $98.99 $50.4K - $54.8K
2.54K $240M
CSCO
Cisco Systems, Inc.

Technology
-416
- 5.32%
$66.2 - $71.79 $27.5K - $29.9K
7.4K $506M
WM
Waste Management Inc

Industrials
-101
- 7.16%
$213.88 - $237.1 $21.6K - $23.9K
1.31K $289M
VOT
Vanguard Mid Cap Growth Index

ETFs
-134
- 8.36%
$282.75 - $294.19 $37.9K - $39.4K
1.47K $432M
ADSK
Autodesk, Inc.

Technology
-103
- 7.61%
N/A
1.25K $398M
MPC
Marathon Petroleum Corp

Energy
-269
- 19.59%
$158.59 - $198.69 $42.7K - $53.4K
1.1K $213M
TJX
Tjx Companies Inc

Consumer Cyclical
-433
- 19.16%
$121.35 - $144.54 $52.5K - $62.6K
1.83K $264M
AMZN
Amazon Com Inc

Consumer Cyclical
-60
- 0.44%
$211.65 - $238.24 $12.7K - $14.3K
13.4K $2.95B
MDT
Medtronic PLC

Healthcare
-323
- 12.04%
$87.67 - $95.74 $28.3K - $30.9K
2.36K $225M
QCOM
Qualcomm Inc

Technology
-206
- 5.6%
$145.84 - $173.55 $30K - $35.8K
3.47K $578M
VO
Vanguard Mid Cap ETF

ETFs
-161
- 5.26%
$279.83 - $293.74 $45.1K - $47.3K
2.9K $852M
LOW
Lowes Companies Inc

Consumer Cyclical
-199
- 12.45%
$215.01 - $273.02 $42.8K - $54.3K
1.4K $352M
MS
Morgan Stanley

Financial Services
-231
- 11.16%
$139.09 - $161.16 $32.1K - $37.2K
1.84K $293M
UNH
Unitedhealth Group Inc

Healthcare
-205
- 9.53%
$237.77 - $353.61 $48.7K - $72.5K
1.95K $672M
L
Loews Corp

Financial Services
-156
- 6.0%
$89.82 - $100.39 $14K - $15.7K
2.44K $245M
CAT
Caterpillar Inc

Industrials
-138
- 16.89%
$390.92 - $477.15 $53.9K - $65.8K
679 $325M
MLI
Mueller Industries Inc

Industrials
-471
- 16.29%
$82.07 - $101.7 $38.7K - $47.9K
2.42K $245M
AMAT
Applied Materials Inc

Technology
-471
- 8.97%
$156.25 - $204.95 $73.6K - $96.5K
4.78K $979M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-85
- 2.89%
$182.33 - $194.5 $15.5K - $16.5K
2.86K $556M
KLAC
Kla Corp

Technology
-94
- 14.6%
$843.9 - $1078.6 $79.3K - $101K
550 $595M
IDXX
Idexx Laboratories Inc

Healthcare
-106
- 12.59%
$514.61 - $682.78 $54.5K - $72.4K
736 $470M
VBK
Vanguard Small Cap Growth ETF

ETFs
-46
- 2.93%
$276.51 - $305.12 $12.7K - $14K
1.52K $454M
Lam Research Corp
-1.19K
- 24.34%
N/A
3.7K $496M
WSM
Williams Sonoma Inc

Consumer Cyclical
-330
- 11.76%
$163.62 - $210.2 $54K - $69.4K
2.48K $484M
Activity Summary
Buys All Purchases 146 New Holdings 51 Increased Positions 95 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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