Florida Financial Advisors, LLC Purchases in Q4 2024

Florida Financial Advisors, LLC

  • $224 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
1.19K
New
N/A
1.19K $245M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.56K
+ 72.8%
$46.94 - $51.62 $214K - $235K
10.8K $541M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.92K
+ 25.64%
$78.43 - $87.17 $229K - $255K
14.3K $1.15B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.04K
New
$173.13 - $258.09 $181K - $269K
1.04K $241M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.3K
New
$71.75 - $75.11 $237K - $248K
3.3K $237M
MID
American Centy ETF Tr Mid Cap

Technology
3.92K
New
$59.66 - $65.17 $234K - $255K
3.92K $236M
MS
Morgan Stanley

Financial Services
1.86K
New
$104.42 - $134.99 $194K - $251K
1.86K $234M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.88K
+ 30.69%
$89.9 - $100.66 $258K - $289K
12.2K $1.11B
VFH
Vanguard Financial ETF

ETFs
1.96K
New
$108.87 - $126.2 $213K - $247K
1.96K $231M
MEDP
Medpace Holdings, Inc.

Healthcare
688
New
$308.93 - $363.58 $213K - $250K
688 $229M
DECK
Deckers Outdoor Corp

Consumer Cyclical
590
+ 24.08%
$152.04 - $211.12 $89.7K - $125K
3.04K $617M
SUB
Ishares Short Term National Mu

ETFs
2.15K
New
$104.94 - $106.2 $226K - $229K
2.15K $227M
APD
Air Products & Chemicals, Inc.

Basic Materials
774
New
$285.5 - $335.62 $221K - $260K
774 $225M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.48K
New
$83.95 - $99.75 $209K - $248K
2.48K $222M
MGK
Vanguard Mega Cap Growth ETF

ETFs
487
+ 19.5%
$316.94 - $357.88 $154K - $174K
2.99K $1.03B
NOW
Service Now, Inc.

Technology
207
New
$867.18 - $1148.42 $180K - $238K
207 $219M
TEX
Terex Corp

Industrials
4.73K
New
$45.07 - $58.61 $213K - $277K
4.73K $219M
NSP
Insperity, Inc.

Industrials
2.75K
New
$72.51 - $88.91 $199K - $244K
2.75K $213M
OPCH
Option Care Health, Inc.

Healthcare
9.11K
New
$21.74 - $31.64 $198K - $288K
9.11K $211M
PEG
Public Service Enterprise Group Inc

Utilities
2.48K
New
$81.87 - $94.51 $203K - $234K
2.48K $209M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.34K
+ 23.5%
$84.34 - $95.14 $197K - $223K
12.3K $1.07B
MO
Altria Group, Inc.

Consumer Defensive
3.92K
New
$49.06 - $57.74 $192K - $226K
3.92K $205M
GS
Goldman Sachs Group Inc

Financial Services
252
+ 41.24%
$486.1 - $608.57 $122K - $153K
863 $494M
VUG
Vanguard Growth ETF

ETFs
280
+ 12.21%
$378.79 - $428.11 $106K - $120K
2.57K $1.06B
BAC
Bank Of America Corp

Financial Services
2.04K
+ 13.07%
$39.22 - $47.77 $80K - $97.5K
17.6K $776M
MA
Mastercard Inc

Financial Services
157
+ 7.24%
$491.3 - $536.15 $77.1K - $84.2K
2.33K $1.22B
WFC
Wells Fargo & Company

Financial Services
1.29K
+ 28.74%
$54.98 - $77.35 $71.1K - $100K
5.8K $407M
DIS
Walt Disney CO

Communication Services
1.06K
+ 46.64%
$92.39 - $117.6 $97.5K - $124K
3.32K $357M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.13K
+ 48.12%
$126.68 - $134.74 $143K - $152K
3.47K $443M
GOOG
Alphabet Inc.

Communication Services
404
+ 14.9%
$163.08 - $198.16 $65.9K - $80.1K
3.12K $593M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
2.07K
+ 18.08%
$42.05 - $48.31 $86.9K - $99.8K
13.5K $624M
ABBV
Abb Vie Inc.

Healthcare
971
+ 48.55%
$164.99 - $203.87 $160K - $198K
2.97K $528M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.47K
+ 54.29%
$57.53 - $60.83 $142K - $150K
7.01K $404M
VO
Vanguard Mid Cap ETF

ETFs
493
+ 16.46%
$261.5 - $284.63 $129K - $140K
3.49K $921M
MCD
Mcdonalds Corp

Consumer Cyclical
492
+ 48.96%
$288.47 - $316.54 $142K - $156K
1.5K $434M
CSCO
Cisco Systems, Inc.

Technology
1.63K
+ 34.78%
$52.45 - $60.02 $85.7K - $98K
6.33K $375M
PG
Procter & Gamble CO

Consumer Defensive
801
+ 38.34%
$161.05 - $179.7 $129K - $144K
2.89K $484M
VBK
Vanguard Small Cap Growth ETF

ETFs
374
+ 25.72%
$264.18 - $304.19 $98.8K - $114K
1.83K $512M
HON
Honeywell International Inc

Industrials
282
+ 11.14%
$202.84 - $236.0 $57.2K - $66.6K
2.81K $636M
L
Loews Corp

Financial Services
962
+ 18.93%
$76.49 - $87.05 $73.6K - $83.7K
6.04K $512M
XLF
Financial Sector Spdr

ETFs
925
+ 4.18%
$44.89 - $51.34 $41.5K - $47.5K
23.1K $1.11B
XLU
Utilities Sector Spdr

ETFs
2.03K
+ 21.49%
$74.89 - $82.93 $152K - $168K
11.5K $869M
PYPL
Pay Pal Holdings, Inc.

Financial Services
839
+ 19.23%
$77.25 - $91.3 $64.8K - $76.6K
5.2K $444M
AXP
American Express CO

Financial Services
245
+ 24.75%
$267.35 - $305.57 $65.5K - $74.9K
1.24K $367M
PPA
Invesco Exchange Traded Fd Tr

ETFs
787
+ 22.54%
$113.79 - $124.5 $89.6K - $98K
4.28K $491M
KO
Coca Cola CO

Consumer Defensive
2.22K
+ 41.52%
$61.74 - $71.71 $137K - $159K
7.56K $471M
HLNE
Hamilton Lane Inc

Financial Services
844
+ 44.73%
$147.78 - $201.62 $125K - $170K
2.73K $404M
VOX
Vanguard Communication Service

ETFs
408
+ 19.24%
$144.31 - $163.57 $58.9K - $66.7K
2.53K $392M
GLD
Spdr Gold Trust

ETFs
326
+ 15.55%
$236.59 - $257.5 $77.1K - $83.9K
2.42K $586M
Activity Summary
Buys All Purchases 149 New Holdings 37 Increased Positions 112 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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