Florida Financial Advisors
Latest statistics and disclosures from Florida Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, QQQ, NVDA, BBUS, MSFT, and represent 17.56% of Florida Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA, XLK, GOOGL, NFLX, MU, LITE, STX, AAPL, MSFT, WDC.
- Started 42 new stock positions in WRB, CMCSA, STX, LITE, CIEN, POCT, EXE, SOFI, GLW, JAJL.
- Reduced shares in these 10 stocks: T, PM, RSG, AXON, SPOT, TMUS, ADP, DTM, PEG, LRN.
- Sold out of its positions in APD, AXON, EAT, CVNA, DTM, XMHQ, IVW, IGV, STIP, JBL.
- Florida Financial Advisors was a net buyer of stock by $50M.
- Florida Financial Advisors has $368M in assets under management (AUM), dropping by 13.67%.
- Central Index Key (CIK): 0002050972
Tip: Access up to 7 years of quarterly data
Positions held by Florida Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Florida Financial Advisors
Florida Financial Advisors holds 277 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.5 | $17M | +5% | 27k | 624.66 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.8 | $14M | 23k | 614.36 |
|
|
| NVIDIA Corporation (NVDA) | 3.3 | $12M | +63% | 66k | 186.12 |
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 3.3 | $12M | 97k | 123.31 |
|
|
| Microsoft Corporation (MSFT) | 2.7 | $9.9M | +22% | 21k | 482.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $9.2M | +57% | 29k | 312.30 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 2.3 | $8.3M | +103% | 58k | 143.97 |
|
| Vanguard World Mega Cap Index (MGC) | 2.2 | $8.2M | +3% | 33k | 250.50 |
|
| Broadcom (AVGO) | 2.1 | $7.9M | 23k | 345.40 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 2.1 | $7.6M | +6% | 40k | 189.62 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $7.3M | 11k | 681.94 |
|
|
| Apple (AAPL) | 1.9 | $7.1M | +36% | 26k | 271.11 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.5 | $5.6M | 191k | 29.61 |
|
|
| Meta Platforms Cl A (META) | 1.5 | $5.5M | 8.3k | 659.14 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $5.3M | +20% | 16k | 321.68 |
|
| Wal-Mart Stores (WMT) | 1.2 | $4.4M | +12% | 40k | 111.26 |
|
| Palantir Technologies Cl A (PLTR) | 1.2 | $4.4M | +24% | 25k | 177.46 |
|
| Amazon (AMZN) | 1.1 | $3.9M | +25% | 17k | 230.12 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 1.0 | $3.6M | -3% | 13k | 276.98 |
|
| Applovin Corp Com Cl A (APP) | 0.9 | $3.5M | +21% | 5.1k | 673.30 |
|
| Netflix (NFLX) | 0.9 | $3.4M | +1065% | 37k | 93.56 |
|
| Gilead Sciences (GILD) | 0.9 | $3.3M | +25% | 27k | 122.58 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.9 | $3.3M | +59% | 27k | 119.32 |
|
| Oracle Corporation (ORCL) | 0.9 | $3.2M | +25% | 17k | 194.50 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.9 | $3.2M | 118k | 27.43 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $2.9M | +8% | 7.3k | 396.33 |
|
| Ishares Silver Tr Ishares (SLV) | 0.8 | $2.8M | +54% | 43k | 64.42 |
|
| Micron Technology (MU) | 0.7 | $2.7M | +471% | 9.4k | 284.49 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.7 | $2.6M | +11% | 7.3k | 360.15 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.7 | $2.6M | +10% | 10k | 252.90 |
|
| Cardinal Health (CAH) | 0.7 | $2.6M | +25% | 13k | 205.05 |
|
| Tesla Motors (TSLA) | 0.7 | $2.5M | +14% | 5.6k | 448.57 |
|
| Goldman Sachs (GS) | 0.7 | $2.4M | +17% | 2.7k | 879.04 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.7 | $2.4M | +12% | 43k | 56.18 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.6 | $2.4M | 23k | 104.79 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.6 | $2.3M | +26% | 16k | 141.15 |
|
| TTM Technologies (TTMI) | 0.6 | $2.3M | +28% | 33k | 68.91 |
|
| Rocket Lab Corp (RKLB) | 0.6 | $2.2M | +25% | 32k | 69.74 |
|
| Advanced Micro Devices (AMD) | 0.6 | $2.2M | +283% | 10k | 213.60 |
|
| Newmont Mining Corporation (NEM) | 0.6 | $2.1M | +30% | 22k | 99.79 |
|
| Lumentum Hldgs (LITE) | 0.5 | $2.0M | NEW | 5.4k | 367.98 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.5 | $2.0M | NEW | 7.3k | 275.05 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.5 | $2.0M | -4% | 17k | 117.73 |
|
| Liberty Energy Com Cl A (LBRT) | 0.5 | $2.0M | 107k | 18.46 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.5 | $2.0M | +94% | 46k | 42.69 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $1.9M | +207% | 11k | 171.01 |
|
| Visa Com Cl A (V) | 0.5 | $1.9M | +14% | 5.5k | 350.16 |
|
| Tapestry (TPR) | 0.5 | $1.9M | +26% | 15k | 127.65 |
|
| Ge Vernova (GEV) | 0.5 | $1.9M | +48% | 2.9k | 653.16 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.8M | -4% | 3.7k | 500.70 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.5 | $1.7M | -13% | 4.2k | 412.86 |
|
| Stonex Group (SNEX) | 0.5 | $1.7M | +20% | 18k | 95.05 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $1.7M | +19% | 9.3k | 183.00 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.7M | +8% | 5.1k | 335.22 |
|
| Western Digital (WDC) | 0.5 | $1.7M | NEW | 9.9k | 172.04 |
|
| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.5 | $1.7M | +7% | 26k | 64.53 |
|
| Ge Aerospace Com New (GE) | 0.5 | $1.7M | +17% | 5.4k | 307.33 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $1.7M | -15% | 3.4k | 488.11 |
|
| NiSource (NI) | 0.5 | $1.7M | +21% | 40k | 41.76 |
|
| American Express Company (AXP) | 0.4 | $1.6M | +22% | 4.5k | 369.11 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $1.6M | +22% | 26k | 64.24 |
|
| Doordash Cl A (DASH) | 0.4 | $1.6M | +24% | 7.1k | 226.32 |
|
| Bank of America Corporation (BAC) | 0.4 | $1.6M | +16% | 29k | 54.84 |
|
| Vistra Energy (VST) | 0.4 | $1.6M | +24% | 9.7k | 161.20 |
|
| Johnson & Johnson (JNJ) | 0.4 | $1.5M | 7.3k | 206.51 |
|
|
| Howmet Aerospace (HWM) | 0.4 | $1.5M | +22% | 7.3k | 205.05 |
|
| Ies Hldgs (IESC) | 0.4 | $1.5M | +24% | 3.8k | 388.51 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.5M | +91% | 1.4k | 1071.31 |
|
| Home Depot (HD) | 0.4 | $1.5M | -2% | 4.2k | 343.62 |
|
| National Fuel Gas (NFG) | 0.4 | $1.5M | +21% | 18k | 79.95 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.4 | $1.4M | +23% | 13k | 112.96 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.4 | $1.4M | +23% | 19k | 75.81 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.4 | $1.4M | 6.3k | 224.74 |
|
|
| Wells Fargo & Company (WFC) | 0.4 | $1.3M | +20% | 14k | 92.89 |
|
| Verisign (VRSN) | 0.4 | $1.3M | +25% | 5.4k | 242.71 |
|
| Rollins (ROL) | 0.4 | $1.3M | +23% | 22k | 59.96 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.4 | $1.3M | -8% | 22k | 59.28 |
|
| Ciena Corp Com New (CIEN) | 0.3 | $1.3M | NEW | 5.5k | 233.53 |
|
| Chevron Corporation (CVX) | 0.3 | $1.3M | -14% | 8.3k | 152.13 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $1.2M | 23k | 54.77 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.2M | -11% | 2.1k | 569.62 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.3 | $1.2M | -10% | 2.7k | 444.59 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.3 | $1.1M | NEW | 13k | 86.75 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $1.1M | +36% | 19k | 58.12 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.1M | +14% | 1.3k | 859.70 |
|
| Atmos Energy Corporation (ATO) | 0.3 | $1.1M | +20% | 6.4k | 167.66 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.3 | $1.1M | NEW | 55k | 19.69 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $1.1M | +3% | 8.8k | 119.86 |
|
| Applied Materials (AMAT) | 0.3 | $1.0M | -14% | 4.1k | 257.00 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.3 | $1.0M | 17k | 62.48 |
|
|
| Ast Spacemobile Com Cl A (ASTS) | 0.3 | $1.0M | +19% | 14k | 72.53 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $1.0M | 12k | 88.91 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $1.0M | +116% | 33k | 30.94 |
|
| Corning Incorporated (GLW) | 0.3 | $999k | NEW | 11k | 87.48 |
|
| Roblox Corp Cl A (RBLX) | 0.3 | $932k | +22% | 12k | 81.00 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $930k | -5% | 6.5k | 143.51 |
|
| American Healthcare Reit Com Shs (AHR) | 0.2 | $919k | +31% | 20k | 47.01 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $916k | +25% | 5.9k | 154.83 |
|
| Oklo Com Cl A (OKLO) | 0.2 | $914k | +26% | 13k | 71.76 |
|
| Cloudflare Cl A Com (NET) | 0.2 | $903k | +12% | 4.6k | 196.85 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $897k | +92% | 20k | 44.71 |
|
| Talen Energy Corp (TLN) | 0.2 | $879k | +28% | 2.3k | 374.84 |
|
| salesforce (CRM) | 0.2 | $873k | +132% | 3.3k | 264.33 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $870k | +45% | 2.8k | 313.93 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $857k | 1.3k | 684.83 |
|
|
| Welltower Inc Com reit (WELL) | 0.2 | $848k | +14% | 4.6k | 185.61 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $848k | +49% | 4.3k | 198.64 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $843k | -6% | 3.9k | 214.72 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $842k | 4.9k | 172.91 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $834k | 2.9k | 286.61 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $827k | +41% | 10k | 81.17 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $807k | +42% | 9.4k | 85.37 |
|
| D-wave Quantum (QBTS) | 0.2 | $804k | -50% | 31k | 26.11 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $780k | +7% | 14k | 57.24 |
|
| Sterling Construction Company (STRL) | 0.2 | $774k | +21% | 2.5k | 305.98 |
|
| Royal Caribbean Cruises (RCL) | 0.2 | $762k | +5% | 2.7k | 278.73 |
|
| Sofi Technologies (SOFI) | 0.2 | $742k | NEW | 28k | 26.14 |
|
| Kla Corp Com New (KLAC) | 0.2 | $736k | +9% | 604.00 | 1218.16 |
|
| Procter & Gamble Company (PG) | 0.2 | $710k | +4% | 5.0k | 143.00 |
|
| Pepsi (PEP) | 0.2 | $696k | +14% | 4.9k | 143.08 |
|
| ViaSat (VSAT) | 0.2 | $694k | NEW | 20k | 34.41 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.2 | $673k | +19% | 7.4k | 91.38 |
|
| Tutor Perini Corporation (TPC) | 0.2 | $664k | NEW | 9.9k | 66.93 |
|
| Coca-Cola Company (KO) | 0.2 | $663k | +16% | 9.5k | 69.62 |
|
| Abbvie (ABBV) | 0.2 | $645k | +31% | 2.8k | 227.29 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.2 | $643k | -2% | 4.1k | 156.64 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.2 | $631k | -18% | 8.1k | 77.69 |
|
| Spdr Series Trust State Street Spd (MDYV) | 0.2 | $617k | 7.4k | 83.75 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $613k | +41% | 25k | 24.37 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $609k | -11% | 808.00 | 754.13 |
|
| UnitedHealth (UNH) | 0.2 | $609k | -4% | 1.9k | 329.04 |
|
| Rigetti Computing Common Stock (RGTI) | 0.2 | $593k | -51% | 27k | 22.15 |
|
| Spdr Series Trust State Street Spd (MDYG) | 0.2 | $585k | 6.4k | 91.08 |
|
|
| Automatic Data Processing (ADP) | 0.2 | $565k | -63% | 2.2k | 257.70 |
|
| Walt Disney Company (DIS) | 0.2 | $565k | +40% | 5.0k | 113.43 |
|
| Cisco Systems (CSCO) | 0.2 | $564k | 7.3k | 77.05 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $564k | +10% | 1.6k | 348.80 |
|
| McDonald's Corporation (MCD) | 0.2 | $554k | +4% | 1.8k | 304.45 |
|
| Marsh & McLennan Companies | 0.2 | $552k | +5% | 3.0k | 185.63 |
|
| Spdr Series Trust State Street Spd (SLYV) | 0.1 | $548k | -6% | 6.1k | 89.52 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $547k | -41% | 3.5k | 155.12 |
|
| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $546k | 5.9k | 92.81 |
|
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $527k | 2.7k | 193.65 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $527k | +4% | 5.5k | 96.03 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $522k | NEW | 9.5k | 54.71 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $522k | +119% | 7.0k | 75.05 |
|
| Honeywell International (HON) | 0.1 | $504k | +5% | 2.6k | 194.05 |
|
| Centrus Energy Corp Cl A (LEU) | 0.1 | $503k | NEW | 2.1k | 242.30 |
|
| Guidewire Software (GWRE) | 0.1 | $500k | +18% | 2.5k | 200.76 |
|
| InterDigital (IDCC) | 0.1 | $493k | +8% | 1.5k | 318.75 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $481k | 1.6k | 303.88 |
|
|
| Qualcomm (QCOM) | 0.1 | $476k | -19% | 2.8k | 170.22 |
|
| Life360 (LIF) | 0.1 | $471k | +22% | 7.4k | 64.05 |
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.1 | $471k | NEW | 41k | 11.44 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.1 | $469k | +24% | 11k | 42.99 |
|
| Caterpillar (CAT) | 0.1 | $463k | +19% | 813.00 | 569.24 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $457k | -2% | 1.8k | 257.92 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $456k | +11% | 3.4k | 135.24 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $453k | +8% | 3.5k | 131.03 |
|
| Williams-Sonoma (WSM) | 0.1 | $453k | +2% | 2.5k | 178.66 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $449k | -9% | 663.00 | 676.65 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $427k | -7% | 1.4k | 302.34 |
|
| Cummins (CMI) | 0.1 | $421k | +7% | 824.00 | 510.96 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $418k | +7% | 1.6k | 268.31 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $416k | +25% | 4.2k | 99.89 |
|
| Uber Technologies (UBER) | 0.1 | $415k | +13% | 5.1k | 81.38 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $408k | +34% | 725.00 | 562.45 |
|
| Abbott Laboratories (ABT) | 0.1 | $407k | +25% | 3.3k | 124.68 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $406k | +3% | 3.8k | 107.12 |
|
| Ametek (AME) | 0.1 | $406k | +2% | 2.0k | 205.44 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $404k | -19% | 4.6k | 87.16 |
|
| Spdr Series Trust State Street Spd (XAR) | 0.1 | $401k | +16% | 1.7k | 241.17 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $397k | 4.0k | 99.96 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $386k | +21% | 8.8k | 43.64 |
|
| Citigroup Com New (C) | 0.1 | $385k | +60% | 3.3k | 116.75 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $382k | -14% | 2.0k | 191.65 |
|
| Morgan Stanley Com New (MS) | 0.1 | $381k | +17% | 2.2k | 175.67 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $380k | NEW | 13k | 29.75 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.1 | $378k | 6.9k | 54.84 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $376k | -2% | 7.5k | 50.32 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $375k | +37% | 5.1k | 74.06 |
|
| Autodesk (ADSK) | 0.1 | $374k | 1.3k | 296.10 |
|
|
| Chubb (CB) | 0.1 | $372k | +4% | 1.2k | 312.16 |
|
| Booking Holdings (BKNG) | 0.1 | $369k | -10% | 69.00 | 5345.59 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $368k | +12% | 8.3k | 44.47 |
|
| Pfizer (PFE) | 0.1 | $366k | NEW | 15k | 24.77 |
|
| Cdw (CDW) | 0.1 | $362k | NEW | 2.7k | 136.26 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $360k | +41% | 767.00 | 468.78 |
|
| PNC Financial Services (PNC) | 0.1 | $354k | +12% | 1.7k | 209.10 |
|
| Lowe's Companies (LOW) | 0.1 | $352k | +4% | 1.5k | 240.00 |
|
| Union Pacific Corporation (UNP) | 0.1 | $349k | +20% | 1.5k | 230.15 |
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.1 | $346k | +3% | 13k | 27.38 |
|
| Philip Morris International (PM) | 0.1 | $345k | -82% | 2.2k | 159.48 |
|
| TJX Companies (TJX) | 0.1 | $339k | +20% | 2.2k | 153.75 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.1 | $339k | +17% | 6.4k | 53.15 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.1 | $336k | +57% | 6.0k | 55.57 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $334k | +20% | 1.5k | 219.36 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.1 | $325k | -7% | 4.0k | 80.37 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $322k | +12% | 3.9k | 83.61 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $321k | -3% | 2.4k | 133.53 |
|
| International Business Machines (IBM) | 0.1 | $320k | +13% | 1.1k | 292.85 |
|
| Iqvia Holdings (IQV) | 0.1 | $319k | -4% | 1.4k | 225.41 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $316k | NEW | 1.0k | 314.80 |
|
| Fidelity Covington Trust Blue Chip Value (FBCV) | 0.1 | $315k | -14% | 8.8k | 35.67 |
|
| Hershey Company (HSY) | 0.1 | $314k | -34% | 1.7k | 182.13 |
|
| Pulte (PHM) | 0.1 | $314k | -32% | 2.7k | 117.41 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $313k | -23% | 1.1k | 279.48 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $313k | +13% | 7.8k | 40.23 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $312k | +15% | 1.5k | 204.98 |
|
| General Motors Company (GM) | 0.1 | $306k | -16% | 3.8k | 81.31 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.1 | $306k | NEW | 2.8k | 109.68 |
|
| At&t (T) | 0.1 | $305k | -86% | 12k | 24.58 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $305k | NEW | 4.5k | 67.13 |
|
| Nextera Energy (NEE) | 0.1 | $304k | +8% | 3.8k | 79.85 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $304k | +120% | 2.5k | 119.46 |
|
| Intuit (INTU) | 0.1 | $301k | NEW | 453.00 | 663.67 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 0.1 | $296k | +17% | 7.0k | 42.55 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $296k | -22% | 1.2k | 246.46 |
|
| Gartner (IT) | 0.1 | $292k | NEW | 1.2k | 252.36 |
|
| Fortinet (FTNT) | 0.1 | $290k | -71% | 3.7k | 79.06 |
|
| Mueller Industries (MLI) | 0.1 | $288k | +3% | 2.5k | 114.86 |
|
| Waste Management (WM) | 0.1 | $288k | 1.3k | 220.05 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $287k | 4.1k | 69.46 |
|
|
| Biogen Idec (BIIB) | 0.1 | $286k | NEW | 1.6k | 175.99 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $278k | +8% | 726.00 | 383.52 |
|
| Servicenow (NOW) | 0.1 | $278k | +552% | 1.8k | 153.19 |
|
| Merck & Co (MRK) | 0.1 | $277k | NEW | 2.7k | 104.51 |
|
| Medtronic SHS (MDT) | 0.1 | $275k | +21% | 2.9k | 96.01 |
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.1 | $274k | +31% | 2.2k | 124.23 |
|
| Starbucks Corporation (SBUX) | 0.1 | $271k | -10% | 3.2k | 84.28 |
|
| United Therapeutics Corporation (UTHR) | 0.1 | $268k | +5% | 550.00 | 487.27 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $268k | NEW | 1.3k | 208.80 |
|
| Zoetis Cl A (ZTS) | 0.1 | $267k | 2.1k | 126.02 |
|
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.1 | $264k | -30% | 2.6k | 102.30 |
|
| Medpace Hldgs (MEDP) | 0.1 | $260k | NEW | 463.00 | 561.67 |
|
| Fidelity Covington Trust Fundamental Larg (FFLC) | 0.1 | $259k | -6% | 4.8k | 53.36 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $259k | NEW | 2.3k | 114.48 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $259k | NEW | 11k | 24.04 |
|
| Travelers Companies (TRV) | 0.1 | $258k | +2% | 886.00 | 290.81 |
|
| Capital Group New Geography SHS (CGNG) | 0.1 | $254k | +5% | 8.0k | 31.93 |
|
| Altria (MO) | 0.1 | $254k | -10% | 4.4k | 57.64 |
|
| ConocoPhillips (COP) | 0.1 | $252k | +6% | 2.7k | 93.67 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $251k | +11% | 3.8k | 66.54 |
|
| Reddit Cl A (RDDT) | 0.1 | $250k | +6% | 1.1k | 229.87 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $247k | NEW | 4.3k | 56.69 |
|
| Spdr Series Trust State Street Spd (XPH) | 0.1 | $244k | NEW | 4.4k | 56.01 |
|
| Capital Group International SHS (CGIC) | 0.1 | $243k | +13% | 7.5k | 32.50 |
|
| Verizon Communications (VZ) | 0.1 | $242k | 5.9k | 40.73 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $240k | +21% | 1.3k | 182.34 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $238k | NEW | 5.4k | 43.92 |
|
| Chesapeake Energy Corp (EXE) | 0.1 | $236k | NEW | 2.2k | 109.33 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $234k | -7% | 3.4k | 69.41 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $234k | +2% | 723.00 | 323.01 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $232k | -14% | 4.9k | 47.36 |
|
| Kinsale Cap Group (KNSL) | 0.1 | $227k | +8% | 579.00 | 391.24 |
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $225k | NEW | 6.6k | 34.05 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $222k | NEW | 3.2k | 70.13 |
|
| Intel Corporation (INTC) | 0.1 | $222k | NEW | 6.1k | 36.56 |
|
| Cigna Corp (CI) | 0.1 | $221k | +7% | 800.00 | 275.57 |
|
| CMS Energy Corporation (CMS) | 0.1 | $220k | +4% | 3.2k | 69.26 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.1 | $218k | -11% | 1.0k | 211.27 |
|
| Capital Grp Fixed Incm Etf T Short Duration M (CGSM) | 0.1 | $217k | 8.3k | 26.34 |
|
|
| International Paper Company (IP) | 0.1 | $217k | NEW | 5.5k | 39.39 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $215k | -9% | 714.00 | 301.07 |
|
| Anthem (ELV) | 0.1 | $210k | NEW | 599.00 | 351.10 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $210k | -36% | 730.00 | 287.90 |
|
| Terawulf (WULF) | 0.1 | $207k | +72% | 18k | 11.49 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $206k | -5% | 3.4k | 60.18 |
|
| Magnite Ord (MGNI) | 0.1 | $206k | NEW | 13k | 16.23 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $203k | 3.9k | 52.77 |
|
|
| Innovator Etfs Trust Equity Defined P (JAJL) | 0.1 | $203k | NEW | 7.0k | 29.06 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $203k | NEW | 2.4k | 85.77 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $193k | 11k | 17.67 |
|
|
| Northern Lts Fd Tr Iv Main Buywrite (BUYW) | 0.0 | $161k | NEW | 11k | 14.32 |
|
| Western Union Company (WU) | 0.0 | $103k | NEW | 11k | 9.08 |
|
| Under Armour Cl A (UAA) | 0.0 | $84k | +23% | 17k | 4.85 |
|
| Nuburu Com New (BURU) | 0.0 | $2.8k | NEW | 18k | 0.16 |
|
Past Filings by Florida Financial Advisors
SEC 13F filings are viewable for Florida Financial Advisors going back to 2024
- Florida Financial Advisors 2025 Q4 filed Feb. 10, 2026
- Florida Financial Advisors 2025 Q3 filed Nov. 7, 2025
- Florida Financial Advisors 2025 Q2 amended filed Aug. 15, 2025
- Florida Financial Advisors 2025 Q2 filed Aug. 14, 2025
- Florida Financial Advisors 2025 Q1 filed May 1, 2025
- Florida Financial Advisors 2024 Q4 filed Feb. 12, 2025
- Florida Financial Advisors 2023 Q4 filed Jan. 10, 2025
- Florida Financial Advisors 2024 Q1 filed Jan. 10, 2025
- Florida Financial Advisors 2024 Q2 filed Jan. 10, 2025
- Florida Financial Advisors 2024 Q3 filed Jan. 10, 2025