Florida Financial Advisors

Florida Financial Advisors as of Dec. 31, 2023

Portfolio Holdings for Florida Financial Advisors

Florida Financial Advisors holds 106 positions in its portfolio as reported in the December 2023 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) 7.9 $8.5M 99k 85.89
Select Sector Spdr Tr Technology (XLK) 6.8 $7.3M 38k 192.48
Vanguard World Mega Cap Index (MGC) 6.4 $6.9M 41k 169.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.3 $6.8M 17k 409.53
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.2 $5.7M 81k 70.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.9 $5.3M 11k 475.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.8 $5.2M 12k 436.79
Vanguard Index Fds Value Etf (VTV) 4.0 $4.3M 29k 149.50
Microsoft Corporation (MSFT) 3.7 $4.0M 21k 193.16
Ishares Tr Rus Tp200 Gr Etf (IWY) 3.0 $3.2M 18k 175.22
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 2.5 $2.8M 59k 46.55
Apple (AAPL) 2.5 $2.7M 14k 192.53
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.8 $1.9M 35k 54.42
Alphabet Cap Stk Cl A (GOOGL) 1.7 $1.8M 13k 139.69
Home Depot (HD) 1.5 $1.6M 4.7k 346.57
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.1 $1.2M 8.6k 143.64
UnitedHealth (UNH) 1.0 $1.1M 2.1k 526.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.0M 2.9k 356.82
NVIDIA Corporation (NVDA) 0.9 $1.0M 2.1k 495.13
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $980k 4.2k 232.65
Visa Com Cl A (V) 0.9 $957k 3.7k 260.37
Exxon Mobil Corporation (XOM) 0.9 $955k 9.6k 99.98
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.8 $885k 6.5k 136.37
Johnson & Johnson (JNJ) 0.8 $866k 5.6k 155.85
Amazon (AMZN) 0.8 $866k 5.8k 148.59
Texas Instruments Incorporated (TXN) 0.8 $863k 5.1k 170.41
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.8 $835k 5.2k 161.16
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $796k 8.1k 98.59
Meta Platforms Cl A (META) 0.7 $733k 2.1k 354.02
Tesla Motors (TSLA) 0.7 $727k 2.9k 248.44
Wal-Mart Stores (WMT) 0.7 $705k 4.5k 157.63
Costco Wholesale Corporation (COST) 0.6 $658k 1.0k 641.34
JPMorgan Chase & Co. (JPM) 0.6 $654k 3.8k 170.12
Adobe Systems Incorporated (ADBE) 0.6 $618k 1.0k 596.16
Marsh & McLennan Companies (MMC) 0.5 $533k 2.8k 189.50
Chevron Corporation (CVX) 0.5 $510k 3.4k 149.18
Merck & Co (MRK) 0.5 $509k 4.7k 109.02
Eli Lilly & Co. (LLY) 0.5 $507k 870.00 583.04
Select Sector Spdr Tr Indl (XLI) 0.5 $498k 4.4k 114.00
Honeywell International (HON) 0.5 $487k 103k 4.72
Bank of America Corporation (BAC) 0.5 $487k 64k 7.61
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $483k 4.3k 111.62
Applied Materials (AMAT) 0.4 $481k 3.0k 162.08
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $459k 6.4k 72.03
Netflix (NFLX) 0.4 $450k 924.00 486.91
Ametek (AME) 0.4 $447k 2.7k 164.90
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $446k 2.5k 178.84
Ishares Tr Core Div Grwth (DGRO) 0.4 $444k 7.6k 58.36
Procter & Gamble Company (PG) 0.4 $443k 3.0k 146.10
Mastercard Incorporated Cl A (MA) 0.4 $432k 1.0k 426.36
Amphenol Corp Cl A (APH) 0.4 $428k 4.3k 99.12
Microstrategy Cl A New (MSTR) 0.4 $411k 651.00 631.62
Lennar Corp Cl A (LEN) 0.4 $398k 2.7k 149.05
Select Sector Spdr Tr Energy (XLE) 0.4 $385k 4.6k 83.83
Select Sector Spdr Tr Communication (XLC) 0.4 $381k 5.2k 72.66
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $364k 5.7k 63.28
A. O. Smith Corporation (AOS) 0.3 $356k 4.2k 85.31
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $343k 1.4k 241.73
Select Sector Spdr Tr Financial (XLF) 0.3 $341k 9.1k 37.60
Coca-Cola Company (KO) 0.3 $337k 5.7k 58.93
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $337k 1.5k 222.01
Pepsi (PEP) 0.3 $334k 2.0k 169.82
Lowe's Companies (LOW) 0.3 $333k 1.5k 222.52
Ishares Tr Core S&p500 Etf (IVV) 0.3 $325k 679.00 477.88
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.3 $319k 9.6k 33.31
Cummins (CMI) 0.3 $318k 1.3k 239.49
Meritage Homes Corporation (MTH) 0.3 $318k 1.8k 175.76
Nucor Corporation (NUE) 0.3 $311k 1.8k 174.06
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $309k 6.4k 48.45
McDonald's Corporation (MCD) 0.3 $306k 1.0k 296.63
Qualcomm (QCOM) 0.3 $294k 2.0k 144.17
Cisco Systems (CSCO) 0.3 $293k 5.8k 50.52
Broadcom (AVGO) 0.3 $292k 428.00 682.33
Cigna Corp (CI) 0.3 $286k 956.00 299.57
Chord Energy Corporation Com New (CHRD) 0.3 $283k 1.7k 162.32
Vanguard Index Fds Growth Etf (VUG) 0.3 $280k 899.00 310.95
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $277k 5.6k 49.93
Hershey Company (HSY) 0.3 $277k 1.5k 186.42
Colgate-Palmolive Company (CL) 0.3 $274k 3.4k 79.72
ConocoPhillips (COP) 0.2 $269k 2.3k 116.08
General Motors Company (GM) 0.2 $269k 8.8k 30.66
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $267k 5.2k 51.62
Verizon Communications (VZ) 0.2 $266k 7.1k 37.70
EOG Resources (EOG) 0.2 $262k 2.2k 120.46
Deckers Outdoor Corporation (DECK) 0.2 $260k 393.00 660.44
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $259k 3.5k 74.58
Philip Morris International (PM) 0.2 $259k 2.8k 93.25
Abbvie (ABBV) 0.2 $258k 1.7k 155.00
Loews Corporation (L) 0.2 $256k 3.7k 69.27
California Res Corp Com Stock (CRC) 0.2 $256k 4.7k 54.72
Marathon Petroleum Corp (MPC) 0.2 $253k 1.7k 148.37
Cdw (CDW) 0.2 $250k 1.1k 227.37
Waste Management (WM) 0.2 $249k 1.4k 179.13
PNC Financial Services (PNC) 0.2 $249k 1.6k 154.82
salesforce (CRM) 0.2 $231k 886.00 260.20
Ishares U S Etf Tr Int Rate Hgd U S (AGRH) 0.2 $230k 8.9k 25.74
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.2 $229k 3.4k 67.56
Ishares Tr National Mun Etf (MUB) 0.2 $223k 2.1k 108.41
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $219k 1.5k 147.18
Abbott Laboratories (ABT) 0.2 $218k 2.0k 110.05
International Business Machines (IBM) 0.2 $214k 1.5k 142.12
Vanguard Index Fds Small Cp Etf (VB) 0.2 $208k 975.00 213.43
Bunge Global Sa Com Shs (BG) 0.2 $206k 2.0k 100.95
Pfizer (PFE) 0.2 $204k 7.1k 28.79
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 0.2 $203k 15k 13.29
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 0.1 $156k 12k 13.48