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, NVDA, GOOGL, and represent 15.33% of Florida Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: JNJ, CAT, SNDK, GOOGL, AUGO, APH, XLE, IONS, ENS, SCCO.
- Started 71 new stock positions in SPYM, BA, XLRE, SYLD, DE, MPC, XLB, CSL, LVHD, DTCR.
- Reduced shares in these 10 stocks: GILD, JPM, PLTR, META, SNEX, GEV, APP, XLK, ASTS, OKLO.
- Sold out of its positions in ASTS, OKLO, ELV, BIIB, QQQE, IT, QYLD, AAAU, GWRE, POCT.
- Florida Financial Advisors was a net buyer of stock by $55M.
- Florida Financial Advisors has $418M in assets under management (AUM), dropping by 13.62%.
- Central Index Key (CIK): 0002050972
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Portfolio Holdings for Florida Financial Advisors
Florida Financial Advisors holds 317 positions in its portfolio as reported in the March 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) | 4.0 | $17M | +6% | 28k | 597.60 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.1 | $13M | 22k | 577.27 |
|
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 2.9 | $12M | +5% | 102k | 117.18 |
|
| NVIDIA Corporation (NVDA) | 2.7 | $11M | 65k | 174.41 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $11M | +29% | 38k | 287.59 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.1 | $8.7M | +10% | 44k | 196.20 |
|
| Microsoft Corporation (MSFT) | 1.8 | $7.4M | -2% | 20k | 370.23 |
|
| Broadcom (AVGO) | 1.7 | $7.1M | 23k | 309.58 |
|
|
| Vanguard World Mega Cap Index (MGC) | 1.7 | $6.9M | -10% | 29k | 236.33 |
|
| Apple (AAPL) | 1.6 | $6.8M | 27k | 253.81 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.6 | $6.7M | -3% | 10k | 650.39 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 1.6 | $6.5M | -15% | 49k | 132.91 |
|
| Johnson & Johnson (JNJ) | 1.4 | $6.0M | +232% | 24k | 244.46 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.3 | $5.3M | -8% | 175k | 30.50 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.2 | $4.8M | +33% | 157k | 30.68 |
|
| Wal-Mart Stores (WMT) | 1.1 | $4.5M | -8% | 36k | 124.29 |
|
| Caterpillar (CAT) | 1.0 | $4.2M | +626% | 5.9k | 708.60 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.0 | $4.1M | +71% | 18k | 237.65 |
|
| Netflix (NFLX) | 0.9 | $3.9M | +10% | 41k | 96.15 |
|
| Micron Technology (MU) | 0.9 | $3.9M | +22% | 12k | 337.88 |
|
| Amazon (AMZN) | 0.9 | $3.8M | +7% | 18k | 208.27 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.8 | $3.5M | +23% | 9.0k | 391.82 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.8 | $3.4M | +54% | 35k | 97.91 |
|
| Western Digital (WDC) | 0.8 | $3.4M | +26% | 13k | 270.51 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.8 | $3.4M | +174% | 55k | 61.26 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.8 | $3.3M | +7% | 29k | 112.11 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.8 | $3.3M | 13k | 248.85 |
|
|
| Cardinal Health (CAH) | 0.8 | $3.2M | +21% | 15k | 211.34 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $3.1M | 7.3k | 430.31 |
|
|
| Liberty Energy Com Cl A (LBRT) | 0.7 | $3.1M | 107k | 28.80 |
|
|
| Oracle Corporation (ORCL) | 0.7 | $3.1M | +25% | 21k | 147.14 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.7 | $3.0M | +25% | 53k | 56.58 |
|
| Newmont Mining Corporation (NEM) | 0.7 | $3.0M | +29% | 28k | 108.27 |
|
| Lumentum Hldgs (LITE) | 0.7 | $2.9M | -23% | 4.2k | 702.76 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.7 | $2.9M | +3% | 7.5k | 383.40 |
|
| Lam Research Corp Com New (LRCX) | 0.7 | $2.8M | +17% | 13k | 213.69 |
|
| Meta Platforms Cl A (META) | 0.7 | $2.8M | -40% | 5.0k | 572.32 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.7 | $2.8M | +20% | 20k | 144.94 |
|
| Goldman Sachs (GS) | 0.7 | $2.8M | +21% | 3.3k | 846.80 |
|
| Sandisk Corp (SNDK) | 0.7 | $2.7M | NEW | 4.3k | 635.34 |
|
| Amphenol Corp Cl A (APH) | 0.6 | $2.7M | +529% | 21k | 126.36 |
|
| Tapestry (TPR) | 0.6 | $2.6M | +23% | 19k | 141.14 |
|
| Ciena Corp Com New (CIEN) | 0.6 | $2.6M | +23% | 6.7k | 388.23 |
|
| Advanced Micro Devices (AMD) | 0.6 | $2.5M | +22% | 13k | 203.43 |
|
| TTM Technologies (TTMI) | 0.6 | $2.5M | -23% | 25k | 97.42 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.6 | $2.4M | +172% | 28k | 88.16 |
|
| Aura Minerals Shs New (AUGO) | 0.6 | $2.4M | NEW | 30k | 81.61 |
|
| Rocket Lab Corp (RKLB) | 0.6 | $2.4M | +17% | 37k | 64.22 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.6 | $2.3M | +10% | 51k | 45.89 |
|
| Ishares Silver Tr Ishares (SLV) | 0.6 | $2.3M | -21% | 34k | 68.14 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.5 | $2.3M | +27% | 17k | 135.49 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $2.2M | +23% | 12k | 192.93 |
|
| NiSource (NI) | 0.5 | $2.2M | +18% | 47k | 46.66 |
|
| Ies Hldgs (IESC) | 0.5 | $2.2M | +18% | 4.5k | 476.47 |
|
| Tesla Motors (TSLA) | 0.5 | $2.1M | +2% | 5.8k | 371.72 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.5 | $2.1M | +21% | 31k | 67.08 |
|
| National Fuel Gas (NFG) | 0.5 | $2.1M | +19% | 22k | 93.97 |
|
| Howmet Aerospace (HWM) | 0.5 | $2.0M | +20% | 8.8k | 230.49 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $2.0M | -58% | 6.8k | 294.32 |
|
| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.5 | $2.0M | +26% | 33k | 60.39 |
|
| Ionis Pharmaceuticals (IONS) | 0.5 | $1.9M | NEW | 26k | 75.09 |
|
| EnerSys (ENS) | 0.5 | $1.9M | NEW | 11k | 173.74 |
|
| Chevron Corporation (CVX) | 0.5 | $1.9M | +10% | 9.1k | 206.95 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.4 | $1.9M | +23% | 67k | 27.95 |
|
| Southern Copper Corporation (SCCO) | 0.4 | $1.9M | NEW | 11k | 172.05 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.8M | +4% | 3.8k | 479.17 |
|
| Indivior Pharmaceuticals (INDV) | 0.4 | $1.8M | NEW | 59k | 30.48 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.8M | +9% | 5.6k | 320.76 |
|
| Ge Aerospace Com New (GE) | 0.4 | $1.8M | +15% | 6.3k | 283.87 |
|
| Corning Incorporated (GLW) | 0.4 | $1.8M | +13% | 13k | 135.99 |
|
| Bank of America Corporation (BAC) | 0.4 | $1.7M | +20% | 35k | 48.76 |
|
| Hecla Mining Company (HL) | 0.4 | $1.7M | NEW | 90k | 18.63 |
|
| Verisign (VRSN) | 0.4 | $1.6M | +22% | 6.6k | 248.44 |
|
| Visa Com Cl A (V) | 0.4 | $1.6M | -3% | 5.3k | 302.39 |
|
| Vistra Energy (VST) | 0.4 | $1.6M | +8% | 11k | 150.39 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.6M | +98% | 5.5k | 286.90 |
|
| American Express Company (AXP) | 0.4 | $1.6M | +16% | 5.2k | 302.68 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.4 | $1.6M | +18% | 22k | 70.51 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $1.6M | +4% | 9.2k | 169.73 |
|
| Huntington Ingalls Inds (HII) | 0.4 | $1.5M | NEW | 4.1k | 379.99 |
|
| Applied Materials (AMAT) | 0.4 | $1.5M | +8% | 4.4k | 341.82 |
|
| Home Depot (HD) | 0.4 | $1.5M | +5% | 4.5k | 329.22 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $1.4M | NEW | 14k | 100.66 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.3 | $1.4M | +6% | 6.7k | 208.08 |
|
| Atmos Energy Corporation (ATO) | 0.3 | $1.4M | +16% | 7.5k | 184.79 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.4M | +7% | 1.5k | 920.98 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.3 | $1.4M | +104% | 17k | 81.98 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $1.4M | -12% | 3.7k | 367.64 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.4M | +6% | 1.4k | 997.26 |
|
| Wells Fargo & Company (WFC) | 0.3 | $1.3M | +19% | 17k | 79.62 |
|
| Rollins (ROL) | 0.3 | $1.3M | +16% | 25k | 53.42 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.3 | $1.3M | +24% | 21k | 61.32 |
|
| Sterling Construction Company (STRL) | 0.3 | $1.2M | +19% | 3.0k | 407.27 |
|
| ViaSat (VSAT) | 0.3 | $1.2M | +27% | 26k | 45.80 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.3 | $1.2M | +72% | 7.1k | 165.72 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $1.2M | +32% | 13k | 92.69 |
|
| Cloudflare Cl A Com (NET) | 0.3 | $1.2M | +22% | 5.6k | 206.34 |
|
| American Healthcare Reit Com Shs (AHR) | 0.3 | $1.1M | +24% | 24k | 47.17 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $1.1M | +11% | 13k | 87.84 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.3 | $1.1M | -38% | 10k | 110.86 |
|
| Hycroft Mining Holding Corp Cl A New (HYMC) | 0.3 | $1.1M | NEW | 32k | 35.20 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.1M | -24% | 2.6k | 436.91 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.3 | $1.1M | +348% | 20k | 55.24 |
|
| Doordash Cl A (DASH) | 0.3 | $1.1M | 7.2k | 150.15 |
|
|
| Welltower Inc Com reit (WELL) | 0.3 | $1.1M | +17% | 5.4k | 197.85 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $1.1M | -70% | 7.2k | 146.28 |
|
| Ge Vernova (GEV) | 0.3 | $1.0M | -58% | 1.2k | 873.02 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $1.0M | +16% | 15k | 69.30 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.0M | -4% | 2.0k | 500.03 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $983k | +20% | 1.5k | 653.33 |
|
| Tutor Perini Corporation (TPC) | 0.2 | $957k | +25% | 12k | 77.20 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $940k | +14% | 4.9k | 191.87 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $932k | -12% | 17k | 55.52 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $926k | +10% | 3.2k | 287.15 |
|
| Pepsi (PEP) | 0.2 | $899k | +19% | 5.8k | 155.37 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $898k | -19% | 2.2k | 407.70 |
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| Spdr Series Trust State Street Spd (MDYG) | 0.2 | $888k | +44% | 9.3k | 95.96 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $879k | +135% | 12k | 73.64 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $870k | -9% | 30k | 29.13 |
|
| Spdr Series Trust State Street Spd (XAR) | 0.2 | $857k | +102% | 3.4k | 253.97 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $853k | 5.8k | 146.63 |
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| Teradyne (TER) | 0.2 | $845k | NEW | 2.8k | 296.43 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.2 | $843k | +45% | 8.9k | 94.59 |
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| Kla Corp Com New (KLAC) | 0.2 | $830k | -6% | 562.00 | 1476.29 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.2 | $822k | +44% | 8.5k | 96.62 |
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| Spdr Series Trust State Street Spd (BIL) | 0.2 | $819k | +21% | 8.9k | 91.64 |
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| Spdr Series Trust State Street Spd (MDYV) | 0.2 | $814k | +29% | 9.6k | 85.16 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $784k | +37% | 4.8k | 161.71 |
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| Procter & Gamble Company (PG) | 0.2 | $777k | +8% | 5.4k | 144.51 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $775k | -17% | 4.0k | 194.06 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $755k | +39% | 13k | 56.79 |
|
| Roblox Corp Cl A (RBLX) | 0.2 | $743k | +14% | 13k | 56.56 |
|
| Listed Fds Tr Roundhill Magnif (MAGS) | 0.2 | $742k | NEW | 13k | 57.94 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.2 | $742k | -37% | 14k | 54.55 |
|
| Coca-Cola Company (KO) | 0.2 | $731k | 9.6k | 76.07 |
|
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $724k | NEW | 9.4k | 77.11 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $710k | +202% | 2.2k | 328.70 |
|
| Honeywell International (HON) | 0.2 | $709k | +20% | 3.1k | 226.21 |
|
| Abbvie (ABBV) | 0.2 | $650k | +5% | 3.0k | 217.58 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $649k | +6% | 27k | 24.27 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $649k | -32% | 4.4k | 148.12 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.2 | $641k | +92% | 16k | 40.19 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $634k | +18% | 1.9k | 337.98 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $629k | -69% | 1.6k | 398.00 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $624k | +19% | 8.3k | 75.19 |
|
| UnitedHealth (UNH) | 0.1 | $611k | +22% | 2.3k | 270.82 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $607k | -21% | 11k | 56.69 |
|
| salesforce (CRM) | 0.1 | $601k | -2% | 3.2k | 186.71 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $580k | +54% | 14k | 42.54 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $576k | NEW | 6.1k | 94.24 |
|
| McDonald's Corporation (MCD) | 0.1 | $575k | 1.9k | 310.38 |
|
|
| Global X Fds Defense Tech Etf (SHLD) | 0.1 | $575k | NEW | 8.1k | 70.85 |
|
| Cisco Systems (CSCO) | 0.1 | $569k | 7.3k | 77.61 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $564k | -49% | 11k | 49.36 |
|
| Sofi Technologies (SOFI) | 0.1 | $563k | +24% | 35k | 15.88 |
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.1 | $562k | +91% | 4.2k | 133.21 |
|
| Walt Disney Company (DIS) | 0.1 | $554k | +15% | 5.7k | 96.42 |
|
| Cummins (CMI) | 0.1 | $553k | +24% | 1.0k | 538.61 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $536k | +3% | 3.1k | 173.56 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $536k | +15% | 2.0k | 261.94 |
|
| Centrus Energy Corp Cl A (LEU) | 0.1 | $534k | +48% | 3.1k | 173.59 |
|
| Ametek (AME) | 0.1 | $528k | +24% | 2.5k | 214.50 |
|
| Spdr Series Trust State Street Spd (XOP) | 0.1 | $518k | NEW | 2.8k | 181.81 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $516k | +34% | 2.7k | 191.94 |
|
| D-wave Quantum (QBTS) | 0.1 | $515k | +16% | 36k | 14.43 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $510k | +4% | 2.8k | 179.86 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $508k | +26% | 5.9k | 86.69 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.1 | $505k | +46% | 10k | 50.12 |
|
| Fidelity Covington Trust Blue Chip Value (FBCV) | 0.1 | $496k | +56% | 14k | 35.98 |
|
| InterDigital (IDCC) | 0.1 | $493k | +5% | 1.6k | 302.38 |
|
| ConocoPhillips (COP) | 0.1 | $488k | +37% | 3.7k | 132.08 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $487k | +62% | 13k | 38.42 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $486k | +126% | 7.8k | 62.55 |
|
| Chubb (CB) | 0.1 | $473k | +21% | 1.4k | 326.34 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $472k | +28% | 16k | 28.71 |
|
| Merck & Co (MRK) | 0.1 | $472k | +47% | 3.9k | 120.28 |
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $468k | +149% | 16k | 28.43 |
|
| PNC Financial Services (PNC) | 0.1 | $458k | +29% | 2.2k | 208.24 |
|
| Capital Group New Geography SHS (CGNG) | 0.1 | $453k | +80% | 14k | 31.57 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.1 | $452k | NEW | 4.1k | 109.47 |
|
| Capital Group International SHS (CGIC) | 0.1 | $444k | +79% | 13k | 33.11 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $439k | +9% | 4.1k | 106.16 |
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| Automatic Data Processing (ADP) | 0.1 | $437k | 2.1k | 203.47 |
|
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| Life360 (LIF) | 0.1 | $434k | +44% | 11k | 40.82 |
|
| Hershey Company (HSY) | 0.1 | $433k | +20% | 2.1k | 207.91 |
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| Nextera Energy (NEE) | 0.1 | $431k | +21% | 4.6k | 92.88 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $427k | NEW | 8.6k | 49.97 |
|
| Philip Morris International (PM) | 0.1 | $427k | +19% | 2.6k | 165.41 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.1 | $425k | +28% | 7.8k | 54.84 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $415k | -2% | 3.4k | 122.78 |
|
| Union Pacific Corporation (UNP) | 0.1 | $414k | +12% | 1.7k | 243.26 |
|
| Morgan Stanley Com New (MS) | 0.1 | $412k | +15% | 2.5k | 164.59 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $404k | -24% | 4.2k | 97.13 |
|
| Citigroup Com New (C) | 0.1 | $402k | +7% | 3.5k | 113.42 |
|
| Verizon Communications (VZ) | 0.1 | $400k | +34% | 8.0k | 50.20 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $399k | -53% | 1.8k | 218.75 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $399k | +28% | 2.0k | 198.68 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $397k | +6% | 4.2k | 94.00 |
|
| Gilead Sciences (GILD) | 0.1 | $397k | -89% | 2.8k | 139.38 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $390k | +3% | 7.7k | 50.34 |
|
| Abbott Laboratories (ABT) | 0.1 | $389k | +16% | 3.8k | 102.65 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $388k | 1.6k | 243.15 |
|
|
| Ishares Tr Core Divid Etf (DIVB) | 0.1 | $387k | +12% | 7.2k | 53.95 |
|
| Qualcomm (QCOM) | 0.1 | $385k | +6% | 3.0k | 128.92 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $379k | +13% | 821.00 | 461.00 |
|
| Valero Energy Corporation (VLO) | 0.1 | $378k | NEW | 1.5k | 247.51 |
|
| At&t (T) | 0.1 | $378k | +4% | 13k | 28.99 |
|
| TJX Companies (TJX) | 0.1 | $374k | +6% | 2.3k | 159.84 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $372k | NEW | 1.5k | 244.51 |
|
| Lowe's Companies (LOW) | 0.1 | $367k | +5% | 1.6k | 236.34 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $366k | NEW | 1.5k | 250.61 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $365k | +29% | 5.3k | 68.28 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $364k | +36% | 15k | 24.75 |
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.1 | $363k | +5% | 13k | 27.15 |
|
| Uber Technologies (UBER) | 0.1 | $355k | -3% | 4.9k | 71.94 |
|
| International Business Machines (IBM) | 0.1 | $353k | +32% | 1.5k | 242.73 |
|
| Pulte (PHM) | 0.1 | $349k | +10% | 3.0k | 117.74 |
|
| Intel Corporation (INTC) | 0.1 | $348k | +29% | 7.9k | 44.14 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $347k | NEW | 4.5k | 76.55 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $345k | +11% | 1.7k | 203.84 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $345k | NEW | 5.4k | 64.07 |
|
| United Therapeutics Corporation (UTHR) | 0.1 | $343k | +5% | 578.00 | 592.99 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $341k | +8% | 786.00 | 434.33 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $341k | -17% | 3.4k | 99.25 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.1 | $341k | NEW | 8.4k | 40.54 |
|
| Toll Brothers (TOL) | 0.1 | $339k | NEW | 2.5k | 136.49 |
|
| Keysight Technologies (KEYS) | 0.1 | $331k | NEW | 1.2k | 282.37 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $329k | +42% | 7.0k | 47.08 |
|
| Travelers Companies (TRV) | 0.1 | $324k | +25% | 1.1k | 292.15 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $324k | NEW | 7.9k | 40.84 |
|
| Allison Transmission Hldngs I (ALSN) | 0.1 | $322k | NEW | 2.7k | 117.06 |
|
| Altria (MO) | 0.1 | $321k | +10% | 4.9k | 66.03 |
|
| Williams-Sonoma (WSM) | 0.1 | $317k | -31% | 1.7k | 182.30 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.1 | $313k | +3% | 4.2k | 75.09 |
|
| Capital Group Equity Etf Tr Us Small And Mid (CGMM) | 0.1 | $313k | NEW | 11k | 29.36 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $313k | NEW | 8.9k | 35.14 |
|
| Cal Maine Foods Com New (CALM) | 0.1 | $312k | NEW | 3.9k | 79.15 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $312k | NEW | 1.4k | 217.25 |
|
| Argan (AGX) | 0.1 | $309k | NEW | 567.00 | 545.02 |
|
| Fortinet (FTNT) | 0.1 | $309k | +2% | 3.8k | 81.71 |
|
| Vanguard World Energy Etf (VDE) | 0.1 | $308k | NEW | 1.8k | 173.03 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.1 | $307k | -39% | 6.6k | 46.70 |
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.1 | $307k | NEW | 759.00 | 404.17 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $306k | -17% | 545.00 | 562.02 |
|
| EOG Resources (EOG) | 0.1 | $306k | NEW | 2.1k | 144.69 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $306k | -28% | 1.0k | 302.61 |
|
| Starbucks Corporation (SBUX) | 0.1 | $305k | +5% | 3.4k | 89.65 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $305k | 780.00 | 390.41 |
|
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.1 | $304k | NEW | 6.1k | 49.69 |
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.1 | $302k | +48% | 61k | 4.96 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.1 | $302k | NEW | 6.8k | 44.62 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $300k | 1.0k | 298.85 |
|
|
| General Motors Company (GM) | 0.1 | $300k | +7% | 4.0k | 74.54 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $299k | NEW | 5.5k | 54.05 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $298k | +31% | 951.00 | 313.81 |
|
| Cigna Corp (CI) | 0.1 | $297k | +39% | 1.1k | 267.20 |
|
| Chesapeake Energy Corp (EXE) | 0.1 | $296k | +24% | 2.7k | 109.91 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $293k | -5% | 4.3k | 68.47 |
|
| Medtronic SHS (MDT) | 0.1 | $288k | +16% | 3.3k | 86.61 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $288k | -3% | 1.2k | 247.87 |
|
| Williams Companies (WMB) | 0.1 | $287k | NEW | 3.9k | 72.80 |
|
| Waste Management (WM) | 0.1 | $286k | -4% | 1.2k | 230.16 |
|
| Paycom Software (PAYC) | 0.1 | $286k | NEW | 2.4k | 121.57 |
|
| Hartford Financial Services (HIG) | 0.1 | $280k | NEW | 2.1k | 135.28 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.1 | $279k | NEW | 3.1k | 91.37 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $277k | +32% | 4.2k | 66.30 |
|
| Booking Holdings (BKNG) | 0.1 | $277k | -4% | 66.00 | 4198.41 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $273k | NEW | 1.5k | 184.24 |
|
| Global X Fds Data Ctr & Digit (DTCR) | 0.1 | $269k | NEW | 11k | 23.96 |
|
| Palo Alto Networks (PANW) | 0.1 | $265k | +25% | 1.7k | 160.30 |
|
| Hubbell (HUBB) | 0.1 | $264k | NEW | 538.00 | 491.09 |
|
| Autodesk (ADSK) | 0.1 | $262k | -13% | 1.1k | 239.49 |
|
| Pfizer (PFE) | 0.1 | $259k | -37% | 9.2k | 28.08 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $257k | -2% | 3.7k | 69.71 |
|
| Carlisle Companies (CSL) | 0.1 | $256k | NEW | 768.00 | 333.76 |
|
| Fidelity Covington Trust Fundamental Larg (FFLC) | 0.1 | $254k | +2% | 5.0k | 51.28 |
|
| Spdr Series Trust State Street Spd (XME) | 0.1 | $253k | NEW | 2.3k | 108.02 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $252k | +25% | 4.8k | 51.92 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $249k | -13% | 968.00 | 257.23 |
|
| Servicenow (NOW) | 0.1 | $248k | +30% | 2.4k | 104.55 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $246k | NEW | 407.00 | 604.40 |
|
| SEI Investments Company (SEIC) | 0.1 | $245k | NEW | 3.1k | 78.50 |
|
| Cdw (CDW) | 0.1 | $245k | -23% | 2.0k | 121.03 |
|
| Zoetis Cl A (ZTS) | 0.1 | $238k | -4% | 2.0k | 118.28 |
|
| Eaton Corp SHS (ETN) | 0.1 | $238k | NEW | 664.00 | 358.40 |
|
| Ingredion Incorporated (INGR) | 0.1 | $233k | NEW | 2.1k | 112.78 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $233k | 3.3k | 70.18 |
|
|
| CMS Energy Corporation (CMS) | 0.1 | $232k | -5% | 3.0k | 77.55 |
|
| Emcor (EME) | 0.1 | $232k | NEW | 314.00 | 738.31 |
|
| Amgen (AMGN) | 0.1 | $231k | NEW | 656.00 | 352.51 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $231k | NEW | 2.1k | 110.36 |
|
| Legg Mason Etf Invt Franklin Us Low (LVHD) | 0.1 | $230k | NEW | 5.4k | 42.56 |
|
| Mueller Industries (MLI) | 0.1 | $230k | -17% | 2.1k | 110.86 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $230k | NEW | 2.9k | 78.66 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $230k | -17% | 2.1k | 108.99 |
|
| A. O. Smith Corporation (AOS) | 0.1 | $230k | NEW | 3.5k | 65.94 |
|
| Iqvia Holdings (IQV) | 0.1 | $227k | -5% | 1.3k | 170.54 |
|
| Charter Communications Cl A (CHTR) | 0.1 | $226k | -18% | 1.0k | 215.94 |
|
| Intercontinental Exchange (ICE) | 0.1 | $225k | NEW | 1.4k | 157.40 |
|
| Linde SHS (LIN) | 0.1 | $225k | NEW | 452.00 | 497.15 |
|
| Donaldson Company (DCI) | 0.1 | $221k | NEW | 2.6k | 84.91 |
|
| Intuit (INTU) | 0.1 | $220k | +11% | 507.00 | 433.14 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.1 | $219k | -5% | 976.00 | 224.71 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $219k | NEW | 1.7k | 131.12 |
|
| Capital Grp Fixed Incm Etf T Short Duration M (CGSM) | 0.1 | $217k | 8.3k | 26.28 |
|
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.1 | $213k | NEW | 2.8k | 75.41 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $212k | NEW | 3.5k | 60.68 |
|
| ResMed (RMD) | 0.1 | $211k | NEW | 940.00 | 224.77 |
|
| Boeing Company (BA) | 0.1 | $210k | NEW | 1.1k | 199.03 |
|
| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.0 | $209k | NEW | 3.1k | 67.94 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.0 | $206k | -31% | 1.9k | 107.30 |
|
| Dover Corporation (DOV) | 0.0 | $205k | NEW | 982.00 | 208.84 |
|
| Medpace Hldgs (MEDP) | 0.0 | $205k | -7% | 427.00 | 480.19 |
|
| Deere & Company (DE) | 0.0 | $204k | NEW | 361.00 | 563.93 |
|
| Innovator Etfs Trust Equity Defined P (JAJL) | 0.0 | $203k | 7.0k | 29.07 |
|
|
| Cme (CME) | 0.0 | $202k | NEW | 681.00 | 296.09 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $201k | NEW | 1.6k | 123.01 |
|
Past Filings by Florida Financial Advisors
SEC 13F filings are viewable for Florida Financial Advisors going back to 2024
- 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