Florida Financial Advisors
Latest statistics and disclosures from Florida Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, QQQ, BBUS, MSFT, XLK, and represent 17.67% of Florida Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: ORCL, META, AVGO, RGTI, CAH, DASH, TTMI, HOOD, KTOS, NEM.
- Started 46 new stock positions in VHT, RGTI, IAUM, NET, CGDV, OKLO, CGMU, CGGR, XMHQ, CGUS.
- Reduced shares in these 10 stocks: SPYG, VOO, SPYV, TSLA, BRK.B, XLK, IVW, JQUA, SPY, AAPL.
- Sold out of its positions in ADMA, AMGN, ELV, BJ, BRBR, BRO, CDW, CME, EXE, CMG.
- Florida Financial Advisors was a net seller of stock by $-4.0M.
- Florida Financial Advisors has $324M in assets under management (AUM), dropping by -26.49%.
- Central Index Key (CIK): 0002050972
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Portfolio Holdings for Florida Financial Advisors
Florida Financial Advisors holds 262 positions in its portfolio as reported in the September 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) | 4.8 | $15M | -18% | 25k | 612.43 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.2 | $14M | +4% | 23k | 600.47 |
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 3.6 | $12M | -8% | 96k | 120.66 |
|
| Microsoft Corporation (MSFT) | 2.7 | $8.7M | -9% | 17k | 518.09 |
|
| Select Sector Spdr Tr Technology (XLK) | 2.5 | $8.0M | -19% | 29k | 281.88 |
|
| Vanguard World Mega Cap Index (MGC) | 2.4 | $7.8M | -6% | 32k | 244.09 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $7.5M | -9% | 40k | 186.59 |
|
| Broadcom (AVGO) | 2.3 | $7.4M | +37% | 23k | 329.97 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $7.1M | -15% | 11k | 666.19 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.2 | $7.0M | -10% | 38k | 186.49 |
|
| Meta Platforms Cl A (META) | 1.9 | $6.0M | +60% | 8.2k | 734.77 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.7 | $5.6M | -7% | 191k | 29.11 |
|
| Apple (AAPL) | 1.5 | $4.9M | -21% | 19k | 254.67 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $4.5M | 19k | 243.12 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $4.3M | +23% | 14k | 315.46 |
|
| Netflix (NFLX) | 1.2 | $3.8M | +31% | 3.2k | 1198.82 |
|
| Oracle Corporation (ORCL) | 1.2 | $3.7M | +225% | 13k | 281.28 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 1.1 | $3.7M | -12% | 13k | 273.67 |
|
| Wal-Mart Stores (WMT) | 1.1 | $3.6M | +35% | 35k | 103.07 |
|
| Palantir Technologies Cl A (PLTR) | 1.1 | $3.6M | +50% | 20k | 182.42 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $3.2M | -7% | 116k | 27.30 |
|
| Applovin Corp Com Cl A (APP) | 0.9 | $3.0M | +15% | 4.2k | 718.54 |
|
| Amazon (AMZN) | 0.9 | $3.0M | 13k | 219.56 |
|
|
| At&t (T) | 0.8 | $2.6M | +40% | 91k | 28.24 |
|
| Gilead Sciences (GILD) | 0.7 | $2.4M | +48% | 22k | 111.01 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $2.4M | 6.7k | 355.47 |
|
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.7 | $2.3M | -66% | 22k | 104.52 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.7 | $2.3M | 9.2k | 247.16 |
|
|
| Tesla Motors (TSLA) | 0.7 | $2.2M | -53% | 4.9k | 444.67 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.7 | $2.1M | +48% | 6.5k | 326.36 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.6 | $2.1M | -60% | 38k | 55.33 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.6 | $2.1M | +2% | 18k | 118.37 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.6 | $2.1M | +77% | 17k | 121.07 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.6 | $2.1M | +27% | 24k | 87.21 |
|
| Philip Morris International (PM) | 0.6 | $2.0M | +31% | 12k | 162.22 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.6 | $2.0M | +8% | 4.9k | 402.39 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $1.9M | +59% | 4.0k | 479.55 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.9M | -54% | 3.8k | 502.71 |
|
| Goldman Sachs (GS) | 0.6 | $1.9M | +32% | 2.3k | 797.52 |
|
| Automatic Data Processing (ADP) | 0.5 | $1.8M | +28% | 6.0k | 293.75 |
|
| Home Depot (HD) | 0.5 | $1.8M | -4% | 4.4k | 405.74 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.5 | $1.8M | +27% | 13k | 137.74 |
|
| Rigetti Computing Common Stock (RGTI) | 0.5 | $1.6M | NEW | 55k | 29.79 |
|
| Visa Com Cl A (V) | 0.5 | $1.6M | -5% | 4.8k | 341.52 |
|
| Cardinal Health (CAH) | 0.5 | $1.6M | NEW | 10k | 156.98 |
|
| Doordash Cl A (DASH) | 0.5 | $1.5M | NEW | 5.7k | 271.99 |
|
| D-wave Quantum (QBTS) | 0.5 | $1.5M | +87% | 62k | 24.71 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.5M | +37% | 4.7k | 328.15 |
|
| Stonex Group (SNEX) | 0.5 | $1.5M | +45% | 15k | 100.92 |
|
| Vistra Energy (VST) | 0.5 | $1.5M | +42% | 7.8k | 196.00 |
|
| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.5 | $1.5M | -22% | 24k | 63.02 |
|
| Chevron Corporation (CVX) | 0.5 | $1.5M | +77% | 9.6k | 155.32 |
|
| Republic Services (RSG) | 0.5 | $1.5M | +41% | 6.5k | 229.55 |
|
| TTM Technologies (TTMI) | 0.5 | $1.5M | NEW | 26k | 57.60 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.5 | $1.5M | NEW | 10k | 143.18 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $1.4M | +44% | 21k | 68.82 |
|
| NiSource (NI) | 0.4 | $1.4M | +8% | 33k | 43.30 |
|
| Ge Aerospace Com New (GE) | 0.4 | $1.4M | +43% | 4.6k | 300.91 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.4 | $1.4M | NEW | 15k | 91.37 |
|
| Newmont Mining Corporation (NEM) | 0.4 | $1.4M | NEW | 17k | 84.33 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.4 | $1.4M | -9% | 6.2k | 222.20 |
|
| National Fuel Gas (NFG) | 0.4 | $1.4M | +58% | 15k | 92.39 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.4M | -17% | 2.4k | 569.09 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.4 | $1.4M | +11% | 24k | 57.52 |
|
| Johnson & Johnson (JNJ) | 0.4 | $1.4M | -9% | 7.4k | 185.45 |
|
| Axon Enterprise (AXON) | 0.4 | $1.4M | +54% | 1.9k | 717.64 |
|
| Tapestry (TPR) | 0.4 | $1.3M | NEW | 12k | 113.25 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.4 | $1.3M | +184% | 3.0k | 435.39 |
|
| Liberty Energy Com Cl A (LBRT) | 0.4 | $1.3M | NEW | 107k | 12.34 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $1.3M | +33% | 7.8k | 167.45 |
|
| Roblox Corp Cl A (RBLX) | 0.4 | $1.3M | NEW | 9.4k | 138.52 |
|
| Bank of America Corporation (BAC) | 0.4 | $1.3M | -18% | 25k | 51.59 |
|
| Spotify Technology S A SHS (SPOT) | 0.4 | $1.2M | +48% | 1.8k | 698.00 |
|
| Ies Hldgs (IESC) | 0.4 | $1.2M | +37% | 3.1k | 397.65 |
|
| Rocket Lab Corp (RKLB) | 0.4 | $1.2M | +62% | 25k | 47.91 |
|
| American Express Company (AXP) | 0.4 | $1.2M | +24% | 3.6k | 332.46 |
|
| Ge Vernova (GEV) | 0.4 | $1.2M | +68% | 2.0k | 614.93 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $1.2M | -13% | 22k | 53.87 |
|
| Verisign (VRSN) | 0.4 | $1.2M | NEW | 4.3k | 279.59 |
|
| Ishares Silver Tr Ishares (SLV) | 0.4 | $1.2M | +17% | 28k | 42.37 |
|
| Howmet Aerospace (HWM) | 0.4 | $1.2M | +42% | 6.0k | 196.26 |
|
| Oklo Com Cl A (OKLO) | 0.3 | $1.1M | NEW | 10k | 111.63 |
|
| Fortinet (FTNT) | 0.3 | $1.1M | +29% | 13k | 84.08 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $1.1M | -46% | 12k | 88.97 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.3 | $1.0M | -56% | 17k | 62.91 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.0M | -49% | 1.1k | 927.17 |
|
| Rollins (ROL) | 0.3 | $1.0M | +39% | 17k | 58.75 |
|
| Metropcs Communications (TMUS) | 0.3 | $1.0M | +9% | 4.3k | 239.45 |
|
| Wells Fargo & Company (WFC) | 0.3 | $984k | -16% | 12k | 83.85 |
|
| Applied Materials (AMAT) | 0.3 | $979k | -8% | 4.8k | 204.79 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $962k | +68% | 6.8k | 140.96 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $952k | -15% | 8.4k | 112.80 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $931k | 10k | 89.34 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $926k | +29% | 6.0k | 154.23 |
|
| Atmos Energy Corporation (ATO) | 0.3 | $915k | +36% | 5.4k | 170.86 |
|
| Dt Midstream Common Stock (DTM) | 0.3 | $915k | +38% | 8.1k | 113.10 |
|
| Public Service Enterprise (PEG) | 0.3 | $911k | +42% | 11k | 83.48 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $888k | -6% | 4.8k | 183.83 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $882k | +6% | 4.2k | 209.29 |
|
| Cloudflare Cl A Com (NET) | 0.3 | $878k | NEW | 4.1k | 214.59 |
|
| Stride (LRN) | 0.3 | $855k | +16% | 5.7k | 148.94 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $852k | -5% | 2.9k | 293.79 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $844k | -4% | 1.3k | 669.94 |
|
| Royal Caribbean Cruises (RCL) | 0.3 | $840k | +20% | 2.6k | 323.68 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $810k | +2% | 14k | 57.51 |
|
| Sprouts Fmrs Mkt (SFM) | 0.2 | $805k | +51% | 7.4k | 108.80 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $783k | -16% | 10k | 78.37 |
|
| Talen Energy Corp (TLN) | 0.2 | $778k | +51% | 1.8k | 425.38 |
|
| Procter & Gamble Company (PG) | 0.2 | $728k | -9% | 4.7k | 153.78 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $724k | -8% | 13k | 57.10 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $710k | +46% | 4.0k | 178.28 |
|
| Sterling Construction Company (STRL) | 0.2 | $705k | +42% | 2.1k | 339.68 |
|
| Carvana Cl A (CVNA) | 0.2 | $684k | +37% | 1.8k | 377.23 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $680k | -37% | 911.00 | 746.37 |
|
| Brinker International (EAT) | 0.2 | $675k | +45% | 5.3k | 126.68 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.2 | $672k | +67% | 19k | 36.00 |
|
| UnitedHealth (UNH) | 0.2 | $672k | -9% | 1.9k | 345.60 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $658k | -36% | 4.7k | 139.19 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.2 | $654k | +26% | 4.2k | 155.47 |
|
| Life360 (LIF) | 0.2 | $641k | NEW | 6.0k | 106.30 |
|
| American Healthcare Reit Com Shs (AHR) | 0.2 | $623k | NEW | 15k | 42.01 |
|
| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 0.2 | $618k | -57% | 7.4k | 83.43 |
|
| Pepsi (PEP) | 0.2 | $598k | +5% | 4.3k | 140.58 |
|
| Sezzle (SEZL) | 0.2 | $598k | NEW | 7.5k | 79.53 |
|
| Kla Corp Com New (KLAC) | 0.2 | $595k | -14% | 550.00 | 1081.41 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.2 | $593k | -41% | 12k | 49.08 |
|
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.2 | $588k | -63% | 6.4k | 91.56 |
|
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.2 | $579k | -61% | 6.5k | 88.68 |
|
| Qualcomm (QCOM) | 0.2 | $578k | -5% | 3.5k | 166.63 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $566k | -10% | 2.8k | 201.62 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.2 | $564k | -30% | 6.1k | 91.76 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $556k | -2% | 2.9k | 194.44 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $555k | -20% | 726.00 | 764.54 |
|
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.2 | $554k | -64% | 5.9k | 94.32 |
|
| Coca-Cola Company (KO) | 0.2 | $543k | -9% | 8.2k | 66.34 |
|
| McDonald's Corporation (MCD) | 0.2 | $529k | -12% | 1.7k | 304.49 |
|
| Pulte (PHM) | 0.2 | $523k | +26% | 4.0k | 132.24 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $522k | -3% | 7.2k | 72.77 |
|
| Honeywell International (HON) | 0.2 | $518k | -13% | 2.5k | 210.65 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $518k | +10% | 1.5k | 352.88 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $517k | +16% | 5.8k | 89.37 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $515k | +12% | 2.7k | 187.69 |
|
| Cisco Systems (CSCO) | 0.2 | $506k | -5% | 7.4k | 68.42 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $506k | +3% | 6.6k | 76.45 |
|
| Abbvie (ABBV) | 0.2 | $501k | -28% | 2.2k | 231.57 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $496k | -24% | 3.7k | 133.94 |
|
| InterDigital (IDCC) | 0.2 | $493k | -13% | 1.4k | 345.56 |
|
| Hershey Company (HSY) | 0.2 | $492k | -33% | 2.6k | 187.17 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $489k | +8% | 5.2k | 93.36 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $489k | +18% | 15k | 31.91 |
|
| Williams-Sonoma (WSM) | 0.1 | $484k | -11% | 2.5k | 195.58 |
|
| Guidewire Software (GWRE) | 0.1 | $483k | -24% | 2.1k | 229.86 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $470k | -12% | 736.00 | 638.99 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $464k | -51% | 1.9k | 243.64 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $464k | 1.8k | 254.39 |
|
|
| Arista Networks Com Shs (ANET) | 0.1 | $463k | -4% | 3.2k | 145.71 |
|
| Palomar Hldgs (PLMR) | 0.1 | $462k | +17% | 4.0k | 116.75 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $454k | -2% | 1.5k | 297.93 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $449k | +23% | 1.6k | 279.27 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $447k | -16% | 4.3k | 103.37 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $443k | -19% | 2.3k | 189.69 |
|
| Uber Technologies (UBER) | 0.1 | $442k | +18% | 4.5k | 97.98 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $434k | NEW | 18k | 24.40 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $432k | -8% | 1.5k | 294.00 |
|
| Advanced Micro Devices (AMD) | 0.1 | $429k | 2.7k | 161.80 |
|
|
| Booking Holdings (BKNG) | 0.1 | $415k | +10% | 77.00 | 5390.31 |
|
| Walt Disney Company (DIS) | 0.1 | $405k | -2% | 3.5k | 114.59 |
|
| Autodesk (ADSK) | 0.1 | $398k | -7% | 1.3k | 317.77 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $389k | -44% | 3.7k | 106.46 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $387k | +16% | 7.7k | 50.27 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.1 | $382k | +16% | 4.4k | 86.80 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.1 | $377k | +3% | 3.7k | 101.60 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.1 | $376k | -29% | 7.0k | 53.66 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $375k | +62% | 1.5k | 242.06 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $374k | -43% | 3.0k | 123.82 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $373k | +15% | 3.9k | 95.48 |
|
| Ametek (AME) | 0.1 | $364k | -15% | 1.9k | 188.31 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $357k | -19% | 1.4k | 246.92 |
|
| Fidelity Covington Trust Blue Chip Value (FBCV) | 0.1 | $353k | +49% | 10k | 34.08 |
|
| Lowe's Companies (LOW) | 0.1 | $352k | -12% | 1.4k | 251.84 |
|
| Abbott Laboratories (ABT) | 0.1 | $348k | -10% | 2.6k | 133.91 |
|
| RBB Motley Fol Etf (TMFC) | 0.1 | $339k | NEW | 4.8k | 70.53 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.1 | $338k | NEW | 8.8k | 38.50 |
|
| salesforce (CRM) | 0.1 | $337k | -28% | 1.4k | 237.27 |
|
| Spdr Series Trust Aerospace Def (XAR) | 0.1 | $335k | NEW | 1.4k | 234.94 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $332k | -61% | 3.3k | 100.28 |
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.1 | $332k | NEW | 12k | 27.29 |
|
| Altria (MO) | 0.1 | $327k | 4.9k | 66.07 |
|
|
| Vanguard World Financials Etf (VFH) | 0.1 | $326k | -34% | 2.5k | 131.23 |
|
| Caterpillar (CAT) | 0.1 | $325k | -16% | 679.00 | 478.05 |
|
| Cummins (CMI) | 0.1 | $324k | -7% | 766.00 | 423.43 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $323k | NEW | 7.4k | 43.92 |
|
| Chubb (CB) | 0.1 | $321k | -17% | 1.1k | 282.66 |
|
| Zoetis Cl A (ZTS) | 0.1 | $306k | -20% | 2.1k | 146.54 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $306k | NEW | 7.3k | 42.03 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $306k | +10% | 668.00 | 457.45 |
|
| Starbucks Corporation (SBUX) | 0.1 | $305k | +9% | 3.6k | 84.65 |
|
| PNC Financial Services (PNC) | 0.1 | $303k | -26% | 1.5k | 201.31 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $298k | NEW | 1.1k | 259.61 |
|
| Union Pacific Corporation (UNP) | 0.1 | $298k | -17% | 1.3k | 236.85 |
|
| Morgan Stanley Com New (MS) | 0.1 | $293k | -11% | 1.8k | 159.18 |
|
| Waste Management (WM) | 0.1 | $290k | -7% | 1.3k | 221.15 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $285k | NEW | 1.3k | 225.55 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.1 | $285k | +4% | 5.4k | 52.24 |
|
| Iqvia Holdings (IQV) | 0.1 | $282k | +14% | 1.5k | 189.94 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $278k | -5% | 4.1k | 67.26 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $277k | -48% | 1.2k | 239.86 |
|
| Micron Technology (MU) | 0.1 | $274k | -5% | 1.6k | 167.41 |
|
| General Motors Company (GM) | 0.1 | $274k | -29% | 4.5k | 61.00 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $273k | NEW | 3.7k | 74.38 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $273k | +6% | 3.4k | 79.79 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $272k | NEW | 6.9k | 39.54 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $272k | -75% | 5.7k | 47.55 |
|
| International Business Machines (IBM) | 0.1 | $271k | -29% | 959.00 | 282.83 |
|
| Fidelity Covington Trust Fundamental Larg (FFLC) | 0.1 | $269k | NEW | 5.2k | 52.04 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $266k | -20% | 543.00 | 490.38 |
|
| Nextera Energy (NEE) | 0.1 | $265k | +5% | 3.5k | 75.52 |
|
| TJX Companies (TJX) | 0.1 | $265k | -19% | 1.8k | 144.75 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $263k | NEW | 1.3k | 199.39 |
|
| Verizon Communications (VZ) | 0.1 | $262k | -26% | 6.0k | 43.96 |
|
| Servicenow (NOW) | 0.1 | $256k | 278.00 | 920.27 |
|
|
| Spdr Series Trust S&p Homebuild (XHB) | 0.1 | $253k | NEW | 2.3k | 110.78 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.1 | $250k | +5% | 1.2k | 213.77 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $250k | 3.7k | 68.08 |
|
|
| Strategy Cl A New (MSTR) | 0.1 | $247k | -59% | 766.00 | 322.20 |
|
| Loews Corporation (L) | 0.1 | $245k | -6% | 2.4k | 100.41 |
|
| Mueller Industries (MLI) | 0.1 | $245k | -16% | 2.4k | 101.15 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $242k | -84% | 2.0k | 120.70 |
|
| Travelers Companies (TRV) | 0.1 | $241k | -26% | 861.00 | 280.02 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $241k | +7% | 538.00 | 447.21 |
|
| ConocoPhillips (COP) | 0.1 | $240k | -17% | 2.5k | 94.66 |
|
| Air Products & Chemicals (APD) | 0.1 | $236k | -11% | 864.00 | 273.49 |
|
| Reddit Cl A (RDDT) | 0.1 | $234k | NEW | 1.0k | 229.99 |
|
| Capital Group New Geography SHS (CGNG) | 0.1 | $232k | NEW | 7.5k | 30.90 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $232k | NEW | 3.2k | 73.29 |
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.1 | $227k | NEW | 1.7k | 135.65 |
|
| Kinsale Cap Group (KNSL) | 0.1 | $226k | +8% | 532.00 | 425.40 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $226k | NEW | 705.00 | 320.04 |
|
| Medtronic SHS (MDT) | 0.1 | $225k | -12% | 2.4k | 95.38 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 0.1 | $225k | NEW | 5.9k | 38.12 |
|
| CMS Energy Corporation (CMS) | 0.1 | $222k | +3% | 3.0k | 73.32 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $222k | +2% | 3.4k | 65.22 |
|
| Linde SHS (LIN) | 0.1 | $221k | NEW | 464.00 | 476.37 |
|
| Palo Alto Networks (PANW) | 0.1 | $220k | NEW | 1.1k | 203.57 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $220k | NEW | 2.1k | 104.97 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $219k | -55% | 1.9k | 115.01 |
|
| United Therapeutics Corporation (UTHR) | 0.1 | $219k | NEW | 522.00 | 419.20 |
|
| Jabil Circuit (JBL) | 0.1 | $217k | -62% | 997.00 | 217.20 |
|
| Capital Grp Fixed Incm Etf T Short Duration M (CGSM) | 0.1 | $216k | NEW | 8.2k | 26.36 |
|
| Cigna Corp (CI) | 0.1 | $215k | -21% | 743.00 | 289.36 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $213k | NEW | 787.00 | 271.00 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $213k | -19% | 1.1k | 192.94 |
|
| Citigroup Com New (C) | 0.1 | $209k | -20% | 2.1k | 101.62 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $208k | -41% | 3.6k | 57.48 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.1 | $208k | NEW | 3.9k | 53.99 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $205k | -61% | 3.8k | 53.23 |
|
| Capital Group International SHS (CGIC) | 0.1 | $203k | NEW | 6.6k | 30.81 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $202k | NEW | 4.8k | 42.13 |
|
| SEI Investments Company (SEIC) | 0.1 | $201k | -41% | 2.4k | 84.89 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $182k | NEW | 11k | 17.01 |
|
| Terawulf (WULF) | 0.0 | $119k | -41% | 10k | 11.42 |
|
| Under Armour Cl A (UAA) | 0.0 | $71k | +33% | 14k | 4.99 |
|
Past Filings by Florida Financial Advisors
SEC 13F filings are viewable for Florida Financial Advisors going back to 2024
- 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