Florida Financial Advisors, LLC Portfolio Holdings

Florida Financial Advisors, LLC

  • $224 Billion
  • Q4 2024

Florida Financial Advisors, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $224 Billion distributed in 194 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $15.6B, J P Morgan Exchg Traded Fd with a value of $12.4B, Invesco Qqq Trust, Series 1 with a value of $11.5B, Vanguard Mega Cap ETF with a value of $8.7B, and Technology Sector Spdr with a value of $8.68B.

Examining the 13F form we can see an increase of $29.9B in the current position value, from $194B to 224B.

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 $224 Billion
ETFs: $138 Billion
Technology: $32 Billion
Financial Services: $12.6 Billion
Consumer Cyclical: $10.3 Billion
Communication Services: $8.82 Billion
Healthcare: $6.52 Billion
Consumer Defensive: $5.88 Billion
Industrials: $4.19 Billion
Other: $4.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.92T
$7.29 Billion 3.26% of portfolio
17,297
Q4 2024 Reduced 26.78%
$3.51T
$6.77 Billion 3.03% of portfolio
27,054
Q4 2024 Added 22.82%
$293B
$5.99 Billion 2.68% of portfolio
44,614
Q4 2024 Added 27.85%
$972B
$3.07 Billion 1.37% of portfolio
16,244
Q4 2024 Added 16.19%
$1.32T
$2.74 Billion 1.22% of portfolio
4,675
Q4 2024 Added 9.25%
$688B
$2.24 Billion 1.0% of portfolio
4,932
Q4 2024 Added 16.76%
$2T
$2.18 Billion 0.97% of portfolio
10,208
Q4 2024 Added 14.25%
$785B
$2.13 Billion 0.95% of portfolio
5,282
Q4 2024 Added 1.77%
$359B
$1.88 Billion 0.84% of portfolio
4,829
Q4 2024 Added 1.86%
$549B
$1.6 Billion 0.71% of portfolio
5,051
Q4 2024 Added 13.0%
$77.6B
$1.56 Billion 0.7% of portfolio
6,717
Q4 2024 Added 33.57%
$709B
$1.46 Billion 0.65% of portfolio
6,071
Q4 2024 Reduced 3.1%
$233B
$1.35 Billion 0.61% of portfolio
14,992
Q4 2024 Added 26.33%
$483B
$1.3 Billion 0.58% of portfolio
2,572
Q4 2024 Reduced 14.04%
$511B
$1.22 Billion 0.55% of portfolio
2,326
Q4 2024 Added 7.24%
$427B
$1.13 Billion 0.5% of portfolio
1,262
Q4 2024 Added 24.21%
$428B
$1.03 Billion 0.46% of portfolio
7,113
Q4 2024 Added 4.36%
$402B
$1.02 Billion 0.46% of portfolio
1,117
Q4 2024 Reduced 0.62%
$481B
$998 Million 0.45% of portfolio
9,277
Q4 2024 Reduced 6.25%
$19.6B
$948 Million 0.42% of portfolio
6,594
Q4 2024 New
$177B
$944 Million 0.42% of portfolio
5,032
Q4 2024 Added 2.46%
$341B
$776 Million 0.35% of portfolio
17,649
Q4 2024 Added 13.07%
$131B
$775 Million 0.35% of portfolio
4,763
Q4 2024 Added 9.34%
$322B
$728 Million 0.33% of portfolio
5,024
Q4 2024 Added 9.62%
$24.6B
$699 Million 0.31% of portfolio
4,129
Q4 2024 Added 23.11%
$176B
$684 Million 0.31% of portfolio
4,451
Q4 2024 Added 11.78%
$281B
$659 Million 0.29% of portfolio
1,972
Q4 2024 Added 109.34%
$192B
$657 Million 0.29% of portfolio
1,868
Q4 2024 Added 71.22%
$3.13B
$617 Million 0.28% of portfolio
3,040
Q4 2024 Added 24.08%
$141B
$636 Million 0.28% of portfolio
2,814
Q4 2024 Added 11.14%
$115B
$588 Million 0.26% of portfolio
2,769
Q4 2024 Added 12.88%
$1.01T
$593 Million 0.26% of portfolio
3,115
Q4 2024 Added 14.9%
$180B
$573 Million 0.26% of portfolio
1,289
Q4 2024 Added 32.07%
$10.9B
$563 Million 0.25% of portfolio
3,042
Q4 2024 Reduced 5.2%
$115B
$559 Million 0.25% of portfolio
1,150
Q4 2024 Added 29.21%
$235B
$559 Million 0.25% of portfolio
4,646
Q4 2024 Reduced 24.28%
$22.4B
$526 Million 0.24% of portfolio
3,024
Q4 2024 Added 22.58%
$371B
$528 Million 0.24% of portfolio
2,971
Q4 2024 Added 48.55%
$410B
$544 Million 0.24% of portfolio
3,266
Q4 2024 Added 156.16%
$20.8B
$512 Million 0.23% of portfolio
6,044
Q4 2024 Added 18.93%
$236B
$501 Million 0.22% of portfolio
5,038
Q4 2024 Added 23.18%
$395B
$484 Million 0.22% of portfolio
2,890
Q4 2024 Added 38.34%
$193B
$494 Million 0.22% of portfolio
863
Q4 2024 Added 41.24%
$297B
$471 Million 0.21% of portfolio
7,563
Q4 2024 Added 41.52%
$81.2B
$444 Million 0.2% of portfolio
5,202
Q4 2024 Added 19.23%
$225B
$434 Million 0.19% of portfolio
1,497
Q4 2024 Added 48.96%
$40.1B
$425 Million 0.19% of portfolio
2,360
Q4 2024 Reduced 11.14%
$100B
$419 Million 0.19% of portfolio
665
Q4 2024 Added 16.26%
$121B
$403 Million 0.18% of portfolio
1,457
Q4 2024 Added 0.28%

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $224 Billion
  • Prior Value $194 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 37 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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