Florida Financial Advisors

Florida Financial Advisors as of March 31, 2024

Portfolio Holdings for Florida Financial Advisors

Florida Financial Advisors holds 125 positions in its portfolio as reported in the March 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) 7.3 $9.9M 105k 94.43
Select Sector Spdr Tr Technology (XLK) 6.9 $9.4M 45k 208.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.4 $8.6M 20k 444.01
Vanguard World Mega Cap Index (MGC) 5.9 $8.0M 43k 186.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.7 $7.8M 16k 480.70
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.8 $6.5M 85k 75.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.4 $6.0M 11k 523.05
Microsoft Corporation (MSFT) 3.9 $5.4M 13k 420.72
Vanguard Index Fds Value Etf (VTV) 3.5 $4.8M 30k 162.86
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.7 $3.6M 19k 195.10
Apple (AAPL) 2.2 $3.0M 17k 171.48
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 1.9 $2.6M 52k 50.38
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.8 $2.4M 30k 80.63
Alphabet Cap Stk Cl A (GOOGL) 1.8 $2.4M 16k 150.93
NVIDIA Corporation (NVDA) 1.7 $2.3M 2.5k 903.43
Home Depot (HD) 1.4 $1.9M 4.8k 383.58
UnitedHealth (UNH) 1.1 $1.5M 3.1k 494.75
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.1 $1.4M 9.7k 147.73
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.0 $1.4M 9.1k 155.84
Amazon (AMZN) 0.9 $1.3M 7.0k 180.37
Visa Com Cl A (V) 0.9 $1.2M 4.4k 279.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.2M 2.8k 420.52
Exxon Mobil Corporation (XOM) 0.9 $1.2M 10k 116.24
Meta Platforms Cl A (META) 0.8 $1.1M 2.3k 485.67
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.7 $1.0M 19k 54.24
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $944k 3.8k 249.88
Texas Instruments Incorporated (TXN) 0.7 $891k 5.1k 174.21
Johnson & Johnson (JNJ) 0.6 $870k 5.5k 158.18
JPMorgan Chase & Co. (JPM) 0.6 $828k 4.1k 200.29
Costco Wholesale Corporation (COST) 0.6 $824k 1.1k 732.54
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.6 $795k 4.4k 182.71
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.6 $793k 8.0k 99.43
Wal-Mart Stores (WMT) 0.6 $784k 13k 60.17
Eli Lilly & Co. (LLY) 0.6 $777k 999.00 777.62
Select Sector Spdr Tr Energy (XLE) 0.6 $760k 8.0k 94.41
Select Sector Spdr Tr Indl (XLI) 0.5 $745k 5.9k 125.96
Tesla Motors (TSLA) 0.5 $744k 4.2k 175.78
Select Sector Spdr Tr Financial (XLF) 0.5 $728k 17k 42.12
Mastercard Incorporated Cl A (MA) 0.5 $725k 1.5k 481.67
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $694k 3.8k 183.89
Applied Materials (AMAT) 0.5 $693k 3.4k 206.20
Select Sector Spdr Tr Communication (XLC) 0.5 $664k 8.1k 81.66
Adobe Systems Incorporated (ADBE) 0.5 $649k 1.3k 504.58
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.5 $646k 8.5k 76.36
Chevron Corporation (CVX) 0.5 $625k 4.0k 157.75
Merck & Co (MRK) 0.4 $576k 4.4k 131.94
Marsh & McLennan Companies (MMC) 0.4 $568k 2.8k 206.01
Pepsi (PEP) 0.4 $518k 3.0k 175.02
Amphenol Corp Cl A (APH) 0.4 $488k 4.2k 115.36
Netflix (NFLX) 0.4 $485k 799.00 607.38
Ametek (AME) 0.4 $479k 2.6k 182.93
Procter & Gamble Company (PG) 0.3 $468k 2.9k 162.27
Honeywell International (HON) 0.3 $464k 2.3k 205.21
Qualcomm (QCOM) 0.3 $458k 2.7k 169.30
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.3 $446k 12k 38.47
Vanguard Index Fds Growth Etf (VUG) 0.3 $446k 1.3k 344.18
Vanguard World Mega Grwth Ind (MGK) 0.3 $427k 1.5k 286.63
Lennar Corp Cl A (LEN) 0.3 $421k 2.4k 171.98
Bank of America Corporation (BAC) 0.3 $408k 11k 37.92
Loews Corporation (L) 0.3 $407k 5.2k 78.29
Cdw (CDW) 0.3 $404k 1.6k 255.86
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $401k 6.1k 65.65
Williams-Sonoma (WSM) 0.3 $376k 1.2k 317.66
Broadcom (AVGO) 0.3 $367k 277.00 1323.73
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $363k 5.8k 62.06
salesforce (CRM) 0.3 $362k 1.2k 301.20
Vanguard Index Fds Small Cp Etf (VB) 0.3 $357k 1.6k 228.66
Cummins (CMI) 0.3 $356k 1.2k 294.53
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $356k 1.5k 235.86
Hershey Company (HSY) 0.3 $351k 1.8k 194.49
Ishares Tr Core Div Grwth (DGRO) 0.3 $351k 6.0k 58.06
Ishares Tr Core S&p500 Etf (IVV) 0.3 $346k 657.00 525.98
Ishares U S Etf Tr Int Rate Hgd U S (AGRH) 0.3 $342k 13k 25.98
Nucor Corporation (NUE) 0.2 $335k 1.7k 197.91
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $328k 2.0k 164.34
Meritage Homes Corporation (MTH) 0.2 $327k 1.9k 175.41
Vanguard World Comm Srvc Etf (VOX) 0.2 $325k 2.5k 131.24
Walt Disney Company (DIS) 0.2 $322k 2.6k 122.37
Vanguard World Mega Cap Val Etf (MGV) 0.2 $316k 2.6k 119.53
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $313k 5.4k 57.86
Coca-Cola Company (KO) 0.2 $309k 5.0k 61.18
California Res Corp Com Stock (CRC) 0.2 $303k 5.5k 55.10
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.2 $299k 12k 24.49
General Motors Company (GM) 0.2 $296k 6.5k 45.35
Anthem (ELV) 0.2 $293k 566.00 518.19
Cigna Corp (CI) 0.2 $292k 803.00 363.22
McDonald's Corporation (MCD) 0.2 $283k 1.0k 282.00
Fidelity Covington Trust Blue Chip Value (FBCV) 0.2 $280k 9.0k 31.22
Abbvie (ABBV) 0.2 $277k 1.5k 182.16
A. O. Smith Corporation (AOS) 0.2 $274k 3.1k 89.46
ConocoPhillips (COP) 0.2 $271k 2.1k 127.30
EOG Resources (EOG) 0.2 $268k 2.1k 127.87
Marathon Petroleum Corp (MPC) 0.2 $266k 1.3k 201.54
D.R. Horton (DHI) 0.2 $263k 1.6k 164.53
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $262k 4.7k 56.17
Charter Communications Inc N Cl A (CHTR) 0.2 $261k 896.00 290.72
Waste Management (WM) 0.2 $260k 1.2k 213.19
PNC Financial Services (PNC) 0.2 $252k 1.6k 161.63
Ishares Tr National Mun Etf (MUB) 0.2 $250k 2.3k 107.61
Mueller Industries (MLI) 0.2 $250k 4.6k 53.93
Chord Energy Corporation Com New (CHRD) 0.2 $248k 1.4k 178.20
Advanced Micro Devices (AMD) 0.2 $246k 1.4k 180.44
Cisco Systems (CSCO) 0.2 $246k 4.9k 49.91
Kla Corp Com New (KLAC) 0.2 $244k 349.00 699.11
Pulte (PHM) 0.2 $240k 2.0k 120.61
International Business Machines (IBM) 0.2 $239k 1.3k 190.99
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.2 $237k 6.3k 37.49
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $228k 873.00 260.76
Abbott Laboratories (ABT) 0.2 $228k 2.0k 113.65
Alphabet Cap Stk Cl C (GOOG) 0.2 $227k 1.5k 152.29
Philip Morris International (PM) 0.2 $225k 2.5k 91.60
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $223k 534.00 417.72
Ishares Tr Us Aer Def Etf (ITA) 0.2 $222k 1.7k 131.89
Ishares Tr Russell 2000 Etf (IWM) 0.2 $221k 1.1k 210.22
Autodesk (ADSK) 0.2 $220k 846.00 260.54
IDEXX Laboratories (IDXX) 0.2 $220k 407.00 540.07
Paypal Holdings (PYPL) 0.2 $215k 3.2k 66.99
Valero Energy Corporation (VLO) 0.2 $211k 1.2k 170.72
Accenture Plc Ireland Shs Class A (ACN) 0.2 $210k 607.00 346.44
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $209k 929.00 224.91
Deckers Outdoor Corporation (DECK) 0.2 $206k 219.00 941.26
McKesson Corporation (MCK) 0.2 $206k 383.00 537.28
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $204k 2.2k 92.89
United Rentals (URI) 0.1 $201k 279.00 721.18
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 0.1 $144k 11k 13.67