Florida Financial Advisors
Latest statistics and disclosures from Florida Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, GOOGL, QQQ, BBUS, NVDA, and represent 13.71% of Florida Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: AMAT (+$5.8M), TER, CTVA, COHR, RBC, WWD, FTI, AEIS, INTC, ATI.
- Started 80 new stock positions in WU, FBND, PCN, RBC, CRWV, VGT, AAOI, FTI, JBL, QQQE.
- Reduced shares in these 10 stocks: AVGO, RKLB, IESC, MU, IBKR, NEM, ORCL, NFLX, IONS, WDC.
- Sold out of its positions in ADSK, CME, CMS, CTRA, CGSM, LEU, DASH, DUK, QBTS, EOSE.
- Florida Financial Advisors was a net buyer of stock by $87M.
- Florida Financial Advisors has $592M in assets under management (AUM), dropping by 41.57%.
- Central Index Key (CIK): 0002050972
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Portfolio Holdings for Florida Financial Advisors
Florida Financial Advisors holds 362 positions in its portfolio as reported in the June 2026 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) | 3.5 | $20M | +5% | 30k | 686.83 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $17M | +21% | 47k | 357.41 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $16M | 22k | 736.52 |
|
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 2.4 | $14M | 104k | 134.72 |
|
|
| NVIDIA Corporation (NVDA) | 2.3 | $14M | +6% | 69k | 200.10 |
|
| Micron Technology (MU) | 1.8 | $11M | -19% | 9.3k | 1154.49 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.7 | $9.9M | +2% | 46k | 217.94 |
|
| Applied Materials (AMAT) | 1.5 | $9.0M | +181% | 13k | 723.08 |
|
| Sandisk Corp (SNDK) | 1.5 | $9.0M | -8% | 4.0k | 2273.73 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.5 | $8.8M | -5% | 46k | 190.53 |
|
| Caterpillar (CAT) | 1.5 | $8.7M | +37% | 8.1k | 1065.16 |
|
| Johnson & Johnson (JNJ) | 1.3 | $7.9M | +27% | 31k | 254.00 |
|
| Apple (AAPL) | 1.3 | $7.8M | 27k | 289.39 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.3 | $7.5M | -2% | 10k | 747.04 |
|
| Vanguard World Mega Cap Index (MGC) | 1.3 | $7.4M | -7% | 27k | 273.60 |
|
| Microsoft Corporation (MSFT) | 1.2 | $7.1M | -5% | 19k | 373.06 |
|
| Lam Research Corp Com New (LRCX) | 1.2 | $7.1M | +22% | 16k | 433.39 |
|
| Advanced Micro Devices (AMD) | 1.2 | $7.0M | -3% | 12k | 580.91 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.2 | $6.9M | -19% | 7.2k | 965.18 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 1.1 | $6.4M | +35% | 40k | 161.54 |
|
| Western Digital (WDC) | 1.0 | $6.1M | -23% | 9.6k | 638.79 |
|
| Teradyne (TER) | 1.0 | $6.1M | +341% | 13k | 483.85 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.0 | $6.0M | +12% | 20k | 303.01 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.9 | $5.6M | -7% | 161k | 34.81 |
|
| Wal-Mart Stores (WMT) | 0.9 | $5.1M | +24% | 45k | 113.27 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.9 | $5.1M | +2% | 160k | 31.71 |
|
| Amphenol Corp Cl A (APH) | 0.8 | $5.0M | +34% | 29k | 176.33 |
|
| Cardinal Health (CAH) | 0.8 | $4.9M | +34% | 21k | 237.61 |
|
| Intel Corporation (INTC) | 0.8 | $4.7M | +331% | 34k | 139.63 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.8 | $4.7M | -4% | 7.2k | 655.96 |
|
| Corning Incorporated (GLW) | 0.8 | $4.7M | +40% | 18k | 255.46 |
|
| Lumentum Hldgs (LITE) | 0.8 | $4.7M | +30% | 5.4k | 858.06 |
|
| Goldman Sachs (GS) | 0.8 | $4.5M | +33% | 4.4k | 1012.45 |
|
| Amazon (AMZN) | 0.7 | $4.3M | 18k | 238.34 |
|
|
| Corteva (CTVA) | 0.7 | $4.2M | NEW | 49k | 84.70 |
|
| Coherent Corp (COHR) | 0.7 | $4.1M | NEW | 10k | 394.47 |
|
| RBC Bearings Incorporated (RBC) | 0.7 | $4.1M | NEW | 6.3k | 644.06 |
|
| Broadcom (AVGO) | 0.7 | $4.0M | -53% | 11k | 377.83 |
|
| Woodward Governor Company (WWD) | 0.7 | $3.9M | NEW | 9.3k | 425.46 |
|
| Ciena Corp Com New (CIEN) | 0.7 | $3.9M | +18% | 8.0k | 490.56 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.7 | $3.9M | +2% | 13k | 290.63 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.7 | $3.9M | -23% | 13k | 302.70 |
|
| Tapestry (TPR) | 0.6 | $3.8M | +41% | 26k | 146.40 |
|
| Technipfmc (FTI) | 0.6 | $3.8M | NEW | 57k | 66.30 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.6 | $3.8M | -9% | 32k | 119.00 |
|
| EnerSys (ENS) | 0.6 | $3.7M | +44% | 16k | 233.84 |
|
| Advanced Energy Industries (AEIS) | 0.6 | $3.7M | NEW | 10k | 372.88 |
|
| TTM Technologies (TTMI) | 0.6 | $3.4M | -26% | 18k | 187.02 |
|
| Allegheny Technologies Incorporated (ATI) | 0.6 | $3.4M | NEW | 17k | 197.10 |
|
| ViaSat (VSAT) | 0.6 | $3.4M | +45% | 37k | 89.81 |
|
| Howmet Aerospace (HWM) | 0.6 | $3.3M | +40% | 12k | 268.89 |
|
| Indivior Pharmaceuticals (INDV) | 0.6 | $3.3M | +37% | 81k | 41.03 |
|
| MKS Instruments (MKSI) | 0.5 | $3.1M | NEW | 7.0k | 444.84 |
|
| Ge Aerospace Com New (GE) | 0.5 | $3.1M | +33% | 8.4k | 373.88 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.5 | $3.1M | +39% | 94k | 33.13 |
|
| Ross Stores (ROST) | 0.5 | $3.0M | NEW | 14k | 212.88 |
|
| Royalty Pharma Shs Class A (RPRX) | 0.5 | $3.0M | NEW | 54k | 56.07 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.5 | $3.0M | -4% | 19k | 163.45 |
|
| FormFactor (FORM) | 0.5 | $2.8M | NEW | 18k | 159.93 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $2.8M | +27% | 15k | 189.76 |
|
| Aura Minerals Shs New (AUGO) | 0.5 | $2.7M | +44% | 43k | 62.95 |
|
| Southern Copper Corporation (SCCO) | 0.4 | $2.6M | +40% | 15k | 174.31 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $2.6M | -3% | 7.0k | 368.39 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $2.6M | +15% | 7.9k | 327.51 |
|
| Bank of America Corporation (BAC) | 0.4 | $2.5M | +27% | 44k | 56.98 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.4 | $2.5M | -22% | 41k | 60.79 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.5M | +29% | 5.0k | 500.39 |
|
| Tesla Motors (TSLA) | 0.4 | $2.5M | 5.9k | 420.59 |
|
|
| Keysight Technologies (KEYS) | 0.4 | $2.5M | +501% | 7.0k | 350.07 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $2.4M | +400% | 7.3k | 334.84 |
|
| Hycroft Mining Holding Corp Cl A New (HYMC) | 0.4 | $2.4M | +225% | 104k | 23.40 |
|
| Meta Platforms Cl A (META) | 0.4 | $2.4M | -13% | 4.3k | 563.55 |
|
| American Express Company (AXP) | 0.4 | $2.4M | +35% | 7.0k | 338.37 |
|
| Vistra Energy (VST) | 0.4 | $2.3M | +40% | 15k | 158.68 |
|
| Verisign (VRSN) | 0.4 | $2.3M | +39% | 9.2k | 251.66 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.3M | +11% | 6.2k | 370.04 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.3M | +16% | 6.4k | 353.41 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.4 | $2.2M | -2% | 49k | 45.34 |
|
| Viavi Solutions Inc equities (VIAV) | 0.4 | $2.1M | NEW | 45k | 47.75 |
|
| FedEx Corporation (FDX) | 0.4 | $2.1M | NEW | 6.8k | 313.12 |
|
| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.4 | $2.1M | -10% | 29k | 72.06 |
|
| Avis Budget (CAR) | 0.4 | $2.1M | NEW | 14k | 147.83 |
|
| MasTec (MTZ) | 0.4 | $2.1M | NEW | 5.0k | 416.06 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.3 | $2.0M | -30% | 38k | 53.11 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $1.9M | -7% | 26k | 75.51 |
|
| Applied Optoelectronics (AAOI) | 0.3 | $1.9M | NEW | 13k | 148.16 |
|
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 0.3 | $1.9M | NEW | 80k | 24.26 |
|
| Hecla Mining Company (HL) | 0.3 | $1.9M | +39% | 125k | 15.43 |
|
| Allison Transmission Hldngs I (ALSN) | 0.3 | $1.9M | +501% | 17k | 112.75 |
|
| Cloudflare Cl A Com (NET) | 0.3 | $1.8M | +32% | 7.4k | 245.28 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.3 | $1.8M | +25% | 18k | 100.66 |
|
| Ishares Silver Tr Ishares (SLV) | 0.3 | $1.8M | 33k | 53.47 |
|
|
| Wells Fargo & Company (WFC) | 0.3 | $1.8M | +26% | 21k | 82.64 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.7M | -3% | 1.4k | 1200.13 |
|
| Dana Holding Corporation (DAN) | 0.3 | $1.7M | NEW | 64k | 27.21 |
|
| American Healthcare Reit Com Shs (AHR) | 0.3 | $1.7M | +36% | 33k | 52.15 |
|
| Atmos Energy Corporation (ATO) | 0.3 | $1.7M | +32% | 10k | 172.32 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.3 | $1.7M | -10% | 6.0k | 285.63 |
|
| Sterling Construction Company (STRL) | 0.3 | $1.7M | -33% | 2.0k | 839.35 |
|
| Welltower Inc Com reit (WELL) | 0.3 | $1.7M | +37% | 7.4k | 227.11 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $1.6M | +402% | 19k | 87.91 |
|
| Huntington Ingalls Inds (HII) | 0.3 | $1.6M | +43% | 5.8k | 280.01 |
|
| Visa Com Cl A (V) | 0.3 | $1.6M | -11% | 4.7k | 343.29 |
|
| Liberty Energy Com Cl A (LBRT) | 0.3 | $1.6M | -43% | 60k | 26.19 |
|
| Home Depot (HD) | 0.3 | $1.5M | -3% | 4.3k | 352.96 |
|
| Chevron Corporation (CVX) | 0.2 | $1.5M | -2% | 8.9k | 165.78 |
|
| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.2 | $1.4M | +38% | 13k | 112.09 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $1.4M | +138% | 15k | 98.20 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.4M | +532% | 16k | 86.15 |
|
| NiSource (NI) | 0.2 | $1.4M | -37% | 30k | 47.55 |
|
| Kla Corp Com New (KLAC) | 0.2 | $1.4M | +725% | 4.6k | 301.92 |
|
| Tutor Perini Corporation (TPC) | 0.2 | $1.4M | +36% | 17k | 82.98 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $1.4M | +19% | 23k | 60.29 |
|
| Targa Res Corp (TRGP) | 0.2 | $1.3M | NEW | 5.0k | 268.16 |
|
| Ge Vernova (GEV) | 0.2 | $1.3M | -6% | 1.1k | 1175.15 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.3M | +3% | 9.5k | 136.74 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $1.3M | +19% | 5.8k | 219.49 |
|
| Axt (AXTI) | 0.2 | $1.2M | NEW | 17k | 72.08 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $1.2M | -12% | 1.9k | 640.69 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.2 | $1.2M | -19% | 17k | 72.28 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.2M | 4.0k | 298.11 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | -5% | 1.3k | 935.95 |
|
| Rollins (ROL) | 0.2 | $1.2M | +13% | 28k | 41.74 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $1.2M | +543% | 14k | 82.62 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.2 | $1.2M | -15% | 14k | 83.06 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.2M | +346% | 14k | 80.58 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.2 | $1.1M | +21% | 5.9k | 185.26 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.2 | $1.1M | +62% | 22k | 49.28 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $1.1M | +18% | 16k | 68.41 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.2 | $1.1M | -3% | 9.9k | 107.14 |
|
| Listed Fds Tr Roun Ma Seve Etf (MAGS) | 0.2 | $1.1M | +28% | 17k | 64.30 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.1M | -6% | 1.4k | 749.01 |
|
| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.2 | $1.1M | +3% | 8.8k | 119.14 |
|
| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.2 | $1.0M | +38% | 22k | 47.20 |
|
| Roundhill Etf Trust Memory Etf *a* | 0.2 | $1.0M | NEW | 14k | 73.85 |
|
| UnitedHealth (UNH) | 0.2 | $1.0M | +7% | 2.4k | 416.00 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $972k | -21% | 10k | 95.62 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $944k | -5% | 12k | 79.42 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $939k | -9% | 15k | 61.46 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $938k | -7% | 28k | 33.84 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $926k | +3% | 1.9k | 477.69 |
|
| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.2 | $920k | -5% | 8.4k | 109.13 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $918k | +12% | 1.8k | 515.22 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $917k | +4% | 13k | 73.41 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $911k | -13% | 1.8k | 514.12 |
|
| Spdr Series Trust St Str Sp400val (MDYV) | 0.2 | $909k | 9.6k | 94.85 |
|
|
| Revolution Medicines (RVMD) | 0.2 | $905k | NEW | 4.8k | 187.28 |
|
| Cisco Systems (CSCO) | 0.2 | $901k | +4% | 7.7k | 117.47 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $891k | +10% | 10k | 85.49 |
|
| Netflix (NFLX) | 0.1 | $873k | -69% | 12k | 70.83 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $871k | -5% | 5.5k | 158.67 |
|
| Sofi Technologies (SOFI) | 0.1 | $864k | +35% | 48k | 17.93 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $857k | +39% | 16k | 53.61 |
|
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.1 | $825k | +89% | 16k | 50.83 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $821k | +9% | 9.1k | 90.10 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $818k | +18% | 5.2k | 158.05 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $816k | -34% | 4.6k | 176.63 |
|
| Nextera Energy (NEE) | 0.1 | $804k | +97% | 9.2k | 87.75 |
|
| Cummins (CMI) | 0.1 | $786k | +7% | 1.1k | 714.17 |
|
| Capital Group New Geography SHS (CGNG) | 0.1 | $783k | +45% | 21k | 37.46 |
|
| Capital Group Core Equity Et Shs Creat Unit (CGUS) | 0.1 | $772k | +36% | 17k | 44.48 |
|
| Oracle Corporation (ORCL) | 0.1 | $767k | -74% | 5.2k | 146.62 |
|
| Procter & Gamble Company (PG) | 0.1 | $754k | -4% | 5.1k | 146.71 |
|
| Pepsi (PEP) | 0.1 | $752k | -3% | 5.6k | 135.42 |
|
| Spdr Series Trust St Str Sp Aero (XAR) | 0.1 | $739k | -22% | 2.6k | 283.83 |
|
| Ies Hldgs (IESC) | 0.1 | $734k | -78% | 999.00 | 734.66 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $726k | -13% | 6.2k | 116.67 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $704k | -15% | 12k | 61.23 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $701k | +15% | 12k | 56.48 |
|
| Coca-Cola Company (KO) | 0.1 | $699k | -10% | 8.6k | 81.27 |
|
| Marvell Technology (MRVL) | 0.1 | $696k | NEW | 2.3k | 297.97 |
|
| Abbvie (ABBV) | 0.1 | $695k | -7% | 2.8k | 251.74 |
|
| Fidelity Covington Trust Blue Chip Value (FBCV) | 0.1 | $694k | +26% | 17k | 39.82 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $644k | +12% | 3.8k | 169.88 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $644k | +3% | 2.1k | 303.24 |
|
| Philip Morris International (PM) | 0.1 | $633k | +35% | 3.5k | 181.02 |
|
| Vaneck Etf Trust Urani Nucle Etf (NLR) | 0.1 | $626k | +27% | 5.4k | 115.99 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $622k | -24% | 6.8k | 91.64 |
|
| Qualcomm (QCOM) | 0.1 | $618k | +11% | 3.3k | 184.93 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.1 | $616k | 9.9k | 62.11 |
|
|
| Ametek (AME) | 0.1 | $613k | +2% | 2.5k | 242.14 |
|
| Capital Group International SHS (CGIC) | 0.1 | $612k | +25% | 17k | 36.39 |
|
| PNC Financial Services (PNC) | 0.1 | $605k | +11% | 2.5k | 246.40 |
|
| Fortinet (FTNT) | 0.1 | $586k | 3.8k | 153.62 |
|
|
| Walt Disney Company (DIS) | 0.1 | $580k | +4% | 6.0k | 96.28 |
|
| Palo Alto Networks (PANW) | 0.1 | $574k | 1.7k | 341.01 |
|
|
| Merck & Co (MRK) | 0.1 | $566k | +12% | 4.4k | 128.53 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $561k | +46% | 7.9k | 71.25 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $555k | +58% | 1.8k | 300.41 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $550k | -7% | 721.00 | 763.13 |
|
| Morgan Stanley Com New (MS) | 0.1 | $546k | +4% | 2.6k | 209.14 |
|
| Chubb (CB) | 0.1 | $543k | +10% | 1.6k | 341.13 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.1 | $524k | +19% | 5.0k | 104.93 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $514k | NEW | 4.3k | 119.51 |
|
| Citigroup Com New (C) | 0.1 | $512k | +3% | 3.7k | 139.97 |
|
| Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM) | 0.1 | $512k | +45% | 16k | 32.97 |
|
| Global X Fds Data Ctr Dig Etf (DTCR) | 0.1 | $503k | +47% | 17k | 30.37 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $498k | +46% | 5.0k | 98.98 |
|
| Union Pacific Corporation (UNP) | 0.1 | $495k | +6% | 1.8k | 272.60 |
|
| salesforce (CRM) | 0.1 | $491k | -2% | 3.1k | 156.67 |
|
| Rocket Lab Corp (RKLB) | 0.1 | $490k | -87% | 4.8k | 101.65 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $488k | -5% | 2.9k | 166.78 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $484k | +12% | 4.7k | 103.89 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $480k | +8% | 4.5k | 107.62 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $469k | +8% | 5.8k | 81.05 |
|
| Toll Brothers (TOL) | 0.1 | $465k | +13% | 2.8k | 164.82 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $462k | +24% | 1.3k | 365.82 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $456k | NEW | 229.00 | 1989.65 |
|
| Argan (AGX) | 0.1 | $455k | 569.00 | 799.18 |
|
|
| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.1 | $444k | +39% | 2.7k | 165.44 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $441k | -22% | 2.1k | 212.78 |
|
| Fedex Fght Hldg Common Stock *a* (FDXF) | 0.1 | $441k | NEW | 2.9k | 151.00 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $439k | +8% | 18k | 24.55 |
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $434k | +7% | 18k | 24.47 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $429k | +10% | 1.7k | 256.11 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $428k | +5% | 15k | 27.70 |
|
| Williams-Sonoma (WSM) | 0.1 | $427k | +5% | 1.8k | 233.35 |
|
| InterDigital (IDCC) | 0.1 | $423k | -8% | 1.5k | 283.57 |
|
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.1 | $420k | +20% | 9.5k | 44.03 |
|
| McDonald's Corporation (MCD) | 0.1 | $418k | -16% | 1.5k | 270.38 |
|
| Travelers Companies (TRV) | 0.1 | $412k | +12% | 1.2k | 330.81 |
|
| Constellation Energy (CEG) | 0.1 | $411k | NEW | 1.7k | 248.44 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.1 | $406k | -13% | 6.7k | 60.30 |
|
| Pulte (PHM) | 0.1 | $404k | 2.9k | 137.29 |
|
|
| ConocoPhillips (COP) | 0.1 | $403k | +5% | 3.9k | 103.94 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $402k | 4.6k | 87.88 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $393k | 1.5k | 260.78 |
|
|
| International Business Machines (IBM) | 0.1 | $388k | -5% | 1.4k | 281.34 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.1 | $385k | +16% | 1.9k | 201.90 |
|
| Dell Technologies CL C (DELL) | 0.1 | $384k | NEW | 890.00 | 431.59 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $383k | +16% | 8.1k | 46.94 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $374k | NEW | 1.5k | 254.51 |
|
| Northern Lts Fd Tr Iv Main Thematc In (TMAT) | 0.1 | $369k | NEW | 12k | 31.43 |
|
| Cigna Corp (CI) | 0.1 | $367k | +19% | 1.3k | 276.21 |
|
| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.1 | $366k | +39% | 4.3k | 85.43 |
|
| Automatic Data Processing (ADP) | 0.1 | $365k | -24% | 1.6k | 224.08 |
|
| Abbott Laboratories (ABT) | 0.1 | $363k | +5% | 4.0k | 90.77 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $362k | +11% | 4.8k | 76.10 |
|
| Altria (MO) | 0.1 | $360k | +2% | 5.0k | 71.95 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.1 | $360k | +3% | 6.3k | 56.79 |
|
| Cal Maine Foods Com New (CALM) | 0.1 | $359k | +12% | 4.5k | 80.58 |
|
| Fidelity Covington Trust Fun Lar Cor Etf (FFLC) | 0.1 | $358k | +22% | 6.1k | 58.91 |
|
| Honeywell Intl Com *a* (HON) | 0.1 | $354k | NEW | 1.6k | 220.74 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $351k | -5% | 1.6k | 219.36 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $348k | +5% | 5.8k | 59.69 |
|
| Hartford Financial Services (HIG) | 0.1 | $347k | +26% | 2.6k | 132.53 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $346k | 1.0k | 343.91 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $344k | -11% | 3.7k | 92.29 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $342k | NEW | 1.4k | 236.65 |
|
| Paycom Software (PAYC) | 0.1 | $342k | +15% | 2.7k | 125.78 |
|
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.1 | $340k | NEW | 3.6k | 93.63 |
|
| General Motors Company (GM) | 0.1 | $338k | +8% | 4.4k | 77.09 |
|
| Williams Companies (WMB) | 0.1 | $338k | +15% | 4.5k | 74.33 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $335k | -10% | 849.00 | 393.97 |
|
| Honeywell Aerospace Com *a* (HONA) | 0.1 | $333k | NEW | 1.5k | 221.07 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $331k | -34% | 3.8k | 86.43 |
|
| Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) | 0.1 | $329k | -10% | 12k | 27.47 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $329k | +11% | 4.7k | 70.54 |
|
| United Therapeutics Corporation (UTHR) | 0.1 | $328k | +4% | 606.00 | 541.82 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.1 | $328k | -25% | 5.3k | 61.60 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.1 | $327k | -4% | 8.1k | 40.58 |
|
| Eaton Corp SHS (ETN) | 0.1 | $326k | +14% | 763.00 | 426.92 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.1 | $326k | +47% | 1.4k | 225.59 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.1 | $322k | NEW | 15k | 22.29 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $322k | +7% | 3.1k | 102.30 |
|
| Uber Technologies (UBER) | 0.1 | $321k | -9% | 4.4k | 72.16 |
|
| Verizon Communications (VZ) | 0.1 | $319k | -5% | 7.5k | 42.34 |
|
| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 0.1 | $316k | NEW | 4.8k | 65.58 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $315k | -34% | 5.1k | 62.21 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $314k | +5% | 1.0k | 306.28 |
|
| Hubbell (HUBB) | 0.1 | $312k | +10% | 596.00 | 523.79 |
|
| At&t (T) | 0.1 | $312k | +15% | 15k | 20.70 |
|
| Starbucks Corporation (SBUX) | 0.1 | $312k | -10% | 3.0k | 102.30 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.1 | $311k | +13% | 3.5k | 90.01 |
|
| TJX Companies (TJX) | 0.1 | $310k | -12% | 2.0k | 151.56 |
|
| Carlisle Companies (CSL) | 0.1 | $309k | +10% | 852.00 | 363.05 |
|
| EOG Resources (EOG) | 0.1 | $308k | +12% | 2.4k | 129.75 |
|
| Cdw (CDW) | 0.1 | $308k | +8% | 2.2k | 140.83 |
|
| Coreweave Com Cl A (CRWV) | 0.1 | $306k | NEW | 3.1k | 99.54 |
|
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.1 | $301k | NEW | 12k | 26.18 |
|
| Gilead Sciences (GILD) | 0.1 | $297k | -17% | 2.4k | 126.36 |
|
| SEI Investments Company (SEIC) | 0.1 | $297k | +8% | 3.4k | 87.75 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $295k | +17% | 2.4k | 124.57 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $294k | -54% | 12k | 24.14 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $292k | NEW | 6.4k | 45.44 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $290k | +17% | 2.5k | 117.30 |
|
| Lowe's Companies (LOW) | 0.0 | $287k | -16% | 1.3k | 220.80 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $284k | -13% | 1.4k | 205.01 |
|
| Keel Infrastructure Corp Com Shs *a* (KEEL) | 0.0 | $282k | NEW | 49k | 5.74 |
|
| Devon Energy Corporation (DVN) | 0.0 | $282k | NEW | 6.8k | 41.32 |
|
| Booking Holdings (BKNG) | 0.0 | $276k | +2245% | 1.5k | 178.30 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $275k | NEW | 801.00 | 342.93 |
|
| Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) | 0.0 | $274k | +4% | 6.9k | 40.01 |
|
| Chesapeake Energy Corp (EXE) | 0.0 | $272k | +10% | 3.0k | 91.24 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $272k | NEW | 6.0k | 45.49 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $271k | NEW | 3.0k | 88.86 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $270k | -17% | 679.00 | 397.68 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $269k | -17% | 646.00 | 415.84 |
|
| National Fuel Gas (NFG) | 0.0 | $262k | -84% | 3.4k | 77.26 |
|
| Valmont Industries (VMI) | 0.0 | $261k | NEW | 451.00 | 578.34 |
|
| Hershey Company (HSY) | 0.0 | $260k | -28% | 1.5k | 175.71 |
|
| Medtronic SHS (MDT) | 0.0 | $259k | 3.3k | 78.19 |
|
|
| Global X Fds Global X Copper (COPX) | 0.0 | $259k | NEW | 3.4k | 76.97 |
|
| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $258k | NEW | 14k | 17.92 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $256k | +14% | 3.2k | 79.12 |
|
| Donaldson Company (DCI) | 0.0 | $255k | +9% | 2.8k | 89.82 |
|
| Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP) | 0.0 | $254k | NEW | 9.2k | 27.69 |
|
| Terawulf (WULF) | 0.0 | $254k | NEW | 10k | 24.70 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.0 | $254k | 4.8k | 52.33 |
|
|
| Ishares Tr Msci Us Garp Etf (GARP) | 0.0 | $252k | NEW | 3.0k | 82.55 |
|
| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.0 | $250k | NEW | 9.7k | 25.73 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $250k | -43% | 1.0k | 242.57 |
|
| Anthem (ELV) | 0.0 | $250k | NEW | 644.00 | 387.36 |
|
| Capital Group International SHS (CGIE) | 0.0 | $249k | NEW | 6.8k | 36.78 |
|
| A. O. Smith Corporation (AOS) | 0.0 | $246k | +12% | 3.9k | 62.73 |
|
| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.0 | $245k | NEW | 6.1k | 40.15 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $244k | -12% | 3.2k | 75.75 |
|
| Boeing Company (BA) | 0.0 | $240k | +5% | 1.1k | 216.47 |
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.0 | $239k | NEW | 6.4k | 37.51 |
|
| Dover Corporation (DOV) | 0.0 | $235k | +6% | 1.0k | 224.76 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $230k | NEW | 1.8k | 130.41 |
|
| Deere & Company (DE) | 0.0 | $230k | 362.00 | 635.22 |
|
|
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.0 | $229k | NEW | 2.5k | 90.79 |
|
| Reddit Cl A (RDDT) | 0.0 | $227k | NEW | 1.3k | 173.58 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $226k | NEW | 3.0k | 75.46 |
|
| Exelixis (EXEL) | 0.0 | $226k | NEW | 4.1k | 54.41 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $225k | -21% | 428.00 | 526.43 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $223k | -24% | 1.1k | 197.68 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $221k | NEW | 2.3k | 97.05 |
|
| Waste Management (WM) | 0.0 | $221k | -20% | 990.00 | 223.12 |
|
| Emcor (EME) | 0.0 | $220k | -15% | 265.00 | 829.94 |
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $220k | NEW | 3.3k | 65.61 |
|
| Iqvia Holdings (IQV) | 0.0 | $219k | -14% | 1.1k | 193.22 |
|
| Applied Digital Corp Com New (APLD) | 0.0 | $218k | NEW | 5.8k | 37.30 |
|
| Amgen (AMGN) | 0.0 | $218k | -8% | 600.00 | 363.17 |
|
| International Paper Company (IP) | 0.0 | $217k | NEW | 5.7k | 38.10 |
|
| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 0.0 | $216k | NEW | 1.8k | 122.01 |
|
| Astera Labs (ALAB) | 0.0 | $215k | NEW | 444.00 | 483.02 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.0 | $214k | NEW | 2.8k | 75.79 |
|
| Ingredion Incorporated (INGR) | 0.0 | $212k | +8% | 2.2k | 94.74 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.0 | $212k | NEW | 7.8k | 27.33 |
|
| Innovator Etfs Trust Equit Defin Jul (JAJL) | 0.0 | $210k | 7.0k | 29.91 |
|
|
| Anglogold Ashanti Com Shs (AU) | 0.0 | $210k | NEW | 2.6k | 80.89 |
|
| Jabil Circuit (JBL) | 0.0 | $209k | NEW | 543.00 | 385.13 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $209k | +3% | 3.6k | 57.64 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $208k | NEW | 5.0k | 41.82 |
|
| Emerson Electric (EMR) | 0.0 | $208k | NEW | 1.5k | 143.27 |
|
| Pfizer (PFE) | 0.0 | $208k | -6% | 8.6k | 24.08 |
|
| Charter Communications Cl A (CHTR) | 0.0 | $206k | +38% | 1.4k | 142.21 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $206k | NEW | 3.9k | 52.60 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $205k | NEW | 1.5k | 137.56 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $205k | -57% | 3.4k | 59.73 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $204k | -92% | 2.3k | 87.09 |
|
| ResMed (RMD) | 0.0 | $203k | +10% | 1.0k | 195.20 |
|
| Linde SHS (LIN) | 0.0 | $203k | -13% | 390.00 | 520.35 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $201k | -92% | 2.2k | 93.50 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $201k | NEW | 2.9k | 68.91 |
|
| Cleanspark Com New (CLSK) | 0.0 | $185k | NEW | 13k | 14.55 |
|
| PIMCO Corporate Income Fund (PCN) | 0.0 | $143k | NEW | 12k | 11.95 |
|
| Under Armour Cl A (UAA) | 0.0 | $126k | NEW | 20k | 6.39 |
|
| Western Union Company (WU) | 0.0 | $100k | NEW | 13k | 7.70 |
|
| Compass Therapeutics (CMPX) | 0.0 | $63k | NEW | 29k | 2.19 |
|
Past Filings by Florida Financial Advisors
SEC 13F filings are viewable for Florida Financial Advisors going back to 2024
- Florida Financial Advisors 2026 Q2 filed Aug. 10, 2026
- Florida Financial Advisors 2026 Q1 filed May 7, 2026
- 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