Florida Financial Advisors

Latest statistics and disclosures from Florida Financial Advisors's latest quarterly 13F-HR filing:

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Positions held by Florida Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Florida Financial Advisors

Florida Financial Advisors holds 172 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 6.2 $12M +4% 116k 103.58
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.2 $12M +10% 23k 527.68
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Invesco Qqq Tr Unit Ser 1 (QQQ) 5.2 $10M 21k 488.08
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Select Sector Spdr Tr Technology (XLK) 5.1 $9.8M 44k 225.76
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Vanguard World Mega Cap Index (MGC) 4.7 $9.2M +4% 44k 206.64
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.8 $7.4M +8% 13k 573.78
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.8 $7.3M +5% 91k 80.37
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Vanguard Index Fds Value Etf (VTV) 3.3 $6.4M +9% 37k 174.57
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Microsoft Corporation (MSFT) 3.0 $5.8M 24k 245.26
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Apple (AAPL) 2.6 $5.1M +10% 22k 233.00
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NVIDIA Corporation (NVDA) 2.2 $4.2M +14% 35k 121.44
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Ishares Tr Rus Tp200 Gr Etf (IWY) 1.9 $3.7M +2% 17k 220.05
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.5 $2.9M +8% 35k 82.94
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.4 $2.8M +10% 53k 52.86
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $2.8M 33k 84.55
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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 1.3 $2.5M -3% 46k 53.77
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Meta Platforms Cl A (META) 1.3 $2.4M +13% 4.3k 572.48
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Alphabet Cap Stk Cl A (GOOGL) 1.2 $2.3M -19% 14k 165.85
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $1.9M +29% 4.2k 460.34
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Home Depot (HD) 1.0 $1.9M -7% 4.7k 405.18
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.9 $1.6M +22% 20k 83.21
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Amazon (AMZN) 0.8 $1.6M +8% 8.9k 183.62
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.8 $1.6M 9.3k 174.51
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UnitedHealth (UNH) 0.8 $1.5M -20% 3.0k 514.90
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.8 $1.5M 27k 56.04
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.7 $1.4M +14% 7.3k 194.87
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $1.4M -5% 8.8k 154.01
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Tesla Motors (TSLA) 0.7 $1.4M -2% 5.2k 261.62
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JPMorgan Chase & Co. (JPM) 0.7 $1.3M +30% 6.3k 210.85
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.6 $1.2M +8% 22k 56.57
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Visa Com Cl A (V) 0.6 $1.2M -13% 4.5k 274.93
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Exxon Mobil Corporation (XOM) 0.6 $1.2M -16% 9.9k 117.22
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.6 $1.2M +50% 4.5k 256.46
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Johnson & Johnson (JNJ) 0.6 $1.1M +16% 6.8k 162.05
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.6 $1.1M NEW 23k 48.24
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Mastercard Incorporated Cl A (MA) 0.6 $1.1M +8% 2.2k 493.79
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Select Sector Spdr Tr Energy (XLE) 0.5 $1.0M +9% 12k 87.80
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Texas Instruments Incorporated (TXN) 0.5 $1.0M +5% 4.9k 206.54
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Select Sector Spdr Tr Financial (XLF) 0.5 $1.0M +5% 22k 45.32
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Costco Wholesale Corporation (COST) 0.5 $967k -18% 1.1k 860.56
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Wal-Mart Stores (WMT) 0.5 $958k -2% 12k 80.75
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $929k NEW 3.3k 283.16
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.5 $906k +17% 11k 79.46
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.5 $882k +18% 10k 87.74
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Vanguard Index Fds Growth Etf (VUG) 0.5 $881k +75% 2.3k 383.88
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Applied Materials (AMAT) 0.5 $880k +12% 4.4k 202.04
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.4 $872k +21% 9.4k 93.11
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $864k +20% 10k 86.82
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Broadcom (AVGO) 0.4 $861k +1182% 5.0k 171.16
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Vanguard World Mega Cap Val Etf (MGV) 0.4 $827k +52% 6.4k 128.27
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Vanguard World Mega Grwth Ind (MGK) 0.4 $804k +19% 2.5k 321.96
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $790k -20% 3.0k 263.87
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Select Sector Spdr Tr Indl (XLI) 0.4 $778k +5% 5.7k 135.44
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $763k +56% 9.4k 80.74
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Philip Morris International (PM) 0.4 $742k +146% 6.1k 120.92
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Netflix (NFLX) 0.4 $721k +9% 1.0k 709.31
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Select Sector Spdr Tr Communication (XLC) 0.4 $698k -5% 7.7k 90.41
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $696k -6% 3.5k 200.39
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $694k +231% 6.9k 101.27
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Chevron Corporation (CVX) 0.3 $675k +37% 4.6k 147.27
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Qualcomm (QCOM) 0.3 $675k +13% 4.0k 169.47
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Eli Lilly & Co. (LLY) 0.3 $672k -33% 758.00 885.90
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Blackrock Etf Trust Ii Flexible Income (BINC) 0.3 $664k +26% 12k 53.53
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $661k -10% 8.0k 83.00
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Hershey Company (HSY) 0.3 $643k +8% 3.4k 191.78
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Bank of America Corporation (BAC) 0.3 $620k +17% 16k 39.69
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $595k +35% 2.5k 237.13
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Cdw (CDW) 0.3 $558k +14% 2.5k 226.28
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Marsh & McLennan Companies (MMC) 0.3 $547k -8% 2.5k 223.08
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Mueller Industries (MLI) 0.3 $527k +14% 7.1k 74.10
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $524k NEW 5.3k 98.10
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Honeywell International (HON) 0.3 $523k +5% 2.5k 206.69
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Lockheed Martin Corporation (LMT) 0.3 $520k +19% 890.00 584.27
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Ishares Tr National Mun Etf (MUB) 0.3 $513k +75% 4.7k 108.64
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Spdr Gold Tr Gold Shs (GLD) 0.3 $510k NEW 2.1k 243.11
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Adobe Systems Incorporated (ADBE) 0.3 $505k -35% 976.00 517.42
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Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.3 $489k +11% 11k 42.77
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Meritage Homes Corporation (MTH) 0.3 $486k +10% 2.3k 207.47
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Williams-Sonoma (WSM) 0.2 $470k +91% 3.2k 146.54
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D.R. Horton (DHI) 0.2 $465k +11% 2.4k 190.41
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Merck & Co (MRK) 0.2 $464k +6% 4.1k 113.55
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Ametek (AME) 0.2 $456k +4% 2.7k 171.70
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Cummins (CMI) 0.2 $454k +11% 1.4k 323.33
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Alphabet Cap Stk Cl C (GOOG) 0.2 $453k +65% 2.7k 167.20
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Kla Corp Com New (KLAC) 0.2 $443k +17% 572.00 774.35
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Pulte (PHM) 0.2 $429k +24% 3.0k 143.54
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Chubb (CB) 0.2 $419k NEW 1.5k 288.37
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Pepsi (PEP) 0.2 $419k -20% 2.5k 170.07
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $415k +49% 719.00 576.94
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Amphenol Corp Cl A (APH) 0.2 $407k -34% 5.9k 69.36
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $403k +12% 2.2k 179.30
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.2 $401k +50% 3.5k 114.96
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Loews Corporation (L) 0.2 $400k +7% 5.1k 78.77
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $398k -50% 3.9k 101.32
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Anthem (ELV) 0.2 $396k +29% 761.00 519.92
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Abbvie (ABBV) 0.2 $395k +16% 2.0k 197.47
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Deckers Outdoor Corporation (DECK) 0.2 $390k +663% 2.5k 159.23
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $389k +74% 1.5k 267.44
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $386k -9% 1.1k 353.43
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Coca-Cola Company (KO) 0.2 $384k +6% 5.3k 71.86
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Travelers Companies (TRV) 0.2 $383k NEW 1.6k 234.16
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $366k -3% 6.3k 57.83
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General Motors Company (GM) 0.2 $364k +6% 9.5k 38.23
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Procter & Gamble Company (PG) 0.2 $360k -4% 2.1k 172.36
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $355k -5% 1.5k 243.43
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PNC Financial Services (PNC) 0.2 $348k +15% 1.9k 184.80
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A. O. Smith Corporation (AOS) 0.2 $347k +14% 3.7k 94.38
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $347k NEW 4.6k 75.17
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Lennar Corp Cl A (LEN) 0.2 $345k -28% 1.8k 187.52
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United States Steel Corporation (X) 0.2 $344k NEW 9.7k 35.33
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Paypal Holdings (PYPL) 0.2 $341k -3% 4.4k 78.04
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $340k NEW 1.5k 220.86
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IDEXX Laboratories (IDXX) 0.2 $339k +20% 671.00 505.30
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Charter Communications Inc N Cl A (CHTR) 0.2 $338k +10% 1.0k 324.16
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Fidelity Covington Trust Blue Chip Value (FBCV) 0.2 $330k +3% 10k 32.68
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ConocoPhillips (COP) 0.2 $328k +40% 3.1k 105.28
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Hamilton Lane Cl A (HLNE) 0.2 $318k +11% 1.9k 168.41
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $317k +15% 1.8k 179.14
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International Business Machines (IBM) 0.2 $312k +5% 1.6k 193.45
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Ishares Tr Us Aer Def Etf (ITA) 0.2 $311k -10% 2.1k 149.63
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Vanguard World Comm Srvc Etf (VOX) 0.2 $308k 2.1k 145.36
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McDonald's Corporation (MCD) 0.2 $306k +5% 1.0k 304.55
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EOG Resources (EOG) 0.2 $305k +13% 2.5k 122.48
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Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.2 $303k +35% 3.4k 90.20
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Goldman Sachs (GS) 0.2 $303k NEW 611.00 495.11
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Tyson Foods Cl A (TSN) 0.2 $301k NEW 5.1k 59.56
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $301k NEW 4.2k 71.60
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $300k +31% 2.3k 128.22
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Cigna Corp (CI) 0.2 $298k +11% 860.00 346.59
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $298k +40% 3.2k 91.81
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $298k +13% 6.3k 47.53
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $297k -26% 5.0k 59.14
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Nucor Corporation (NUE) 0.1 $291k +10% 1.9k 150.34
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United Rentals (URI) 0.1 $290k NEW 357.00 810.84
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Ingredion Incorporated (INGR) 0.1 $286k NEW 2.1k 137.43
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Autodesk (ADSK) 0.1 $284k +14% 1.0k 275.59
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $281k NEW 6.3k 44.67
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $280k NEW 5.5k 50.60
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United Therapeutics Corporation (UTHR) 0.1 $277k +23% 774.00 358.35
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $271k +9% 4.5k 59.51
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American Express Company (AXP) 0.1 $269k NEW 990.00 271.32
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Valero Energy Corporation (VLO) 0.1 $261k +35% 1.9k 135.06
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Zoetis Cl A (ZTS) 0.1 $259k +4% 1.3k 195.35
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salesforce (CRM) 0.1 $258k -21% 942.00 273.73
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Gartner (IT) 0.1 $258k +11% 508.00 507.13
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Devon Energy Corporation (DVN) 0.1 $257k NEW 6.6k 39.12
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Arch Cap Group Ord (ACGL) 0.1 $256k NEW 2.3k 111.88
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Wells Fargo & Company (WFC) 0.1 $254k +24% 4.5k 56.50
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Ishares Tr Core Div Grwth (DGRO) 0.1 $254k +4% 4.0k 62.69
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Darling International (DAR) 0.1 $253k NEW 6.8k 37.16
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Marathon Petroleum Corp (MPC) 0.1 $251k +15% 1.5k 162.92
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Cisco Systems (CSCO) 0.1 $250k +10% 4.7k 53.22
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General Mills (GIS) 0.1 $250k NEW 3.4k 73.85
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $241k +14% 4.9k 48.98
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Chord Energy Corporation Com New (CHRD) 0.1 $238k 1.9k 124.04
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $234k NEW 1.4k 167.66
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Caterpillar (CAT) 0.1 $230k NEW 588.00 391.36
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Advanced Micro Devices (AMD) 0.1 $229k -2% 1.4k 164.14
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Lululemon Athletica (LULU) 0.1 $223k NEW 823.00 271.35
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Booking Holdings (BKNG) 0.1 $223k NEW 53.00 4201.00
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ON Semiconductor (ON) 0.1 $222k NEW 3.1k 72.61
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Raytheon Technologies Corp (RTX) 0.1 $220k NEW 1.8k 121.17
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Oracle Corporation (ORCL) 0.1 $217k NEW 1.3k 170.41
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Bunge Global Sa Com Shs (BG) 0.1 $215k +12% 2.2k 96.66
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Archer Daniels Midland Company (ADM) 0.1 $214k NEW 3.6k 59.73
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Walt Disney Company (DIS) 0.1 $213k NEW 2.3k 94.27
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Kinsale Cap Group (KNSL) 0.1 $211k NEW 452.00 465.71
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Abbott Laboratories (ABT) 0.1 $208k NEW 1.8k 114.01
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Ge Aerospace Com New (GE) 0.1 $207k NEW 1.1k 188.56
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Intuit (INTU) 0.1 $205k +3% 331.00 620.41
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Chesapeake Energy Corp (EXE) 0.1 $200k NEW 2.4k 82.26
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Northern Lts Fd Tr Iv Main Buywrite (BUYW) 0.1 $141k 10k 13.94
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Past Filings by Florida Financial Advisors

SEC 13F filings are viewable for Florida Financial Advisors going back to 2024