Florida Financial Advisors

Florida Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Florida Financial Advisors

Florida Financial Advisors holds 194 positions in its portfolio as reported in the December 2024 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) 7.0 $16M 29k 538.82
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 5.6 $12M 117k 105.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.1 $12M 22k 511.24
Vanguard World Mega Cap Index (MGC) 3.9 $8.7M 41k 212.67
Select Sector Spdr Tr Technology (XLK) 3.9 $8.7M 37k 232.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.5 $7.9M 14k 586.10
Microsoft Corporation (MSFT) 3.3 $7.3M 17k 421.51
Apple (AAPL) 3.0 $6.8M 27k 250.42
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.0 $6.6M 254k 26.07
Vanguard Index Fds Value Etf (VTV) 2.9 $6.4M 38k 169.30
NVIDIA Corporation (NVDA) 2.7 $6.0M 45k 134.30
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.9 $4.2M 18k 235.27
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.8 $4.0M 45k 87.90
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.6 $3.6M 70k 51.14
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $3.2M 116k 27.32
Alphabet Cap Stk Cl A (GOOGL) 1.4 $3.1M 16k 189.30
Meta Platforms Cl A (META) 1.2 $2.7M 4.7k 585.49
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 1.0 $2.3M 42k 54.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.2M 4.9k 453.27
Amazon (AMZN) 1.0 $2.2M 10k 213.56
Tesla Motors (TSLA) 1.0 $2.1M 5.3k 404.01
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.9 $1.9M 24k 80.93
Home Depot (HD) 0.8 $1.9M 4.8k 388.99
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.8 $1.8M 8.8k 199.84
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.7 $1.7M 9.0k 184.88
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.7 $1.7M 29k 57.27
Visa Com Cl A (V) 0.7 $1.6M 5.1k 316.01
Broadcom (AVGO) 0.7 $1.6M 6.7k 231.85
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.7 $1.5M 26k 56.38
JPMorgan Chase & Co. (JPM) 0.7 $1.5M 6.1k 239.70
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.6 $1.4M 31k 46.07
Wal-Mart Stores (WMT) 0.6 $1.4M 15k 90.35
UnitedHealth (UNH) 0.6 $1.3M 2.6k 505.84
Mastercard Incorporated Cl A (MA) 0.5 $1.2M 2.3k 526.64
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.5 $1.2M 13k 86.89
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.2M 11k 101.53
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.5 $1.1M 14k 80.20
Netflix (NFLX) 0.5 $1.1M 1.3k 891.55
Select Sector Spdr Tr Financial (XLF) 0.5 $1.1M 23k 48.33
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.5 $1.1M 12k 90.35
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $1.1M 12k 87.25
Select Sector Spdr Tr Energy (XLE) 0.5 $1.1M 12k 85.66
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.1M 2.6k 410.51
Eli Lilly & Co. (LLY) 0.5 $1.0M 1.3k 772.23
Johnson & Johnson (JNJ) 0.5 $1.0M 7.1k 144.62
Vanguard World Mega Grwth Ind (MGK) 0.5 $1.0M 3.0k 343.52
Costco Wholesale Corporation (COST) 0.5 $1.0M 1.1k 915.88
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.0M 4.2k 240.25
Exxon Mobil Corporation (XOM) 0.4 $998k 9.3k 107.57
Jabil Circuit (JBL) 0.4 $948k 6.6k 143.83
Texas Instruments Incorporated (TXN) 0.4 $944k 5.0k 187.53
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $944k 3.3k 289.80
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $921k 3.5k 264.16
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $869k 12k 75.69
Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $844k 3.5k 242.16
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $817k 5.9k 137.57
Vanguard World Mega Cap Val Etf (MGV) 0.4 $789k 6.3k 124.92
Bank of America Corporation (BAC) 0.3 $776k 18k 43.95
Applied Materials (AMAT) 0.3 $775k 4.8k 162.64
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $729k 7.5k 96.90
Chevron Corporation (CVX) 0.3 $728k 5.0k 144.83
Ishares Tr Core S&p500 Etf (IVV) 0.3 $709k 1.2k 588.91
Hershey Company (HSY) 0.3 $699k 4.1k 169.35
Qualcomm (QCOM) 0.3 $684k 4.5k 153.63
salesforce (CRM) 0.3 $659k 2.0k 334.28
Accenture Plc Ireland Shs Class A (ACN) 0.3 $657k 1.9k 351.78
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $647k 2.9k 224.38
Honeywell International (HON) 0.3 $636k 2.8k 225.86
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $625k 3.3k 190.91
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.3 $624k 14k 46.26
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.3 $623k 1.7k 366.04
Select Sector Spdr Tr Communication (XLC) 0.3 $621k 6.4k 96.80
Deckers Outdoor Corporation (DECK) 0.3 $617k 3.0k 203.09
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $598k 6.5k 91.43
Alphabet Cap Stk Cl C (GOOG) 0.3 $593k 3.1k 190.43
Marsh & McLennan Companies (MMC) 0.3 $588k 2.8k 212.42
Spdr Gold Tr Gold Shs (GLD) 0.3 $587k 2.4k 242.14
Adobe Systems Incorporated (ADBE) 0.3 $573k 1.3k 444.85
Williams-Sonoma (WSM) 0.3 $563k 3.0k 185.20
Philip Morris International (PM) 0.2 $559k 4.6k 120.34
Lockheed Martin Corporation (LMT) 0.2 $559k 1.2k 485.99
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $555k 6.4k 87.33
Oracle Corporation (ORCL) 0.2 $544k 3.3k 166.65
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $541k 11k 49.96
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $536k 10k 52.02
Abbvie (ABBV) 0.2 $528k 3.0k 177.71
Cdw (CDW) 0.2 $526k 3.0k 174.06
Loews Corporation (L) 0.2 $512k 6.0k 84.69
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $512k 1.8k 280.02
Select Sector Spdr Tr Indl (XLI) 0.2 $508k 3.9k 131.76
Ishares Tr National Mun Etf (MUB) 0.2 $506k 4.7k 106.55
Merck & Co (MRK) 0.2 $501k 5.0k 99.49
Goldman Sachs (GS) 0.2 $494k 863.00 572.76
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.2 $491k 4.3k 114.73
Procter & Gamble Company (PG) 0.2 $485k 2.9k 167.64
Coca-Cola Company (KO) 0.2 $471k 7.6k 62.26
Vanguard World Inf Tech Etf (VGT) 0.2 $462k 743.00 621.87
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $451k 5.7k 78.62
Paypal Holdings (PYPL) 0.2 $444k 5.2k 85.35
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $443k 3.5k 127.59
McDonald's Corporation (MCD) 0.2 $434k 1.5k 289.94
Ametek (AME) 0.2 $425k 2.4k 180.27
Kla Corp Com New (KLAC) 0.2 $419k 665.00 630.59
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $412k 2.3k 178.05
Wells Fargo & Company (WFC) 0.2 $407k 5.8k 70.24
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $407k 7.2k 56.48
Hamilton Lane Cl A (HLNE) 0.2 $404k 2.7k 148.04
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $404k 7.0k 57.53
Pulte (PHM) 0.2 $403k 3.7k 108.91
Chubb (CB) 0.2 $403k 1.5k 276.37
D.R. Horton (DHI) 0.2 $392k 2.8k 139.80
Vanguard World Comm Srvc Etf (VOX) 0.2 $392k 2.5k 154.94
Travelers Companies (TRV) 0.2 $390k 1.6k 240.85
General Motors Company (GM) 0.2 $389k 7.3k 53.27
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $383k 3.8k 100.60
Amphenol Corp Cl A (APH) 0.2 $382k 5.5k 69.45
Cisco Systems (CSCO) 0.2 $375k 6.3k 59.20
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $369k 2.1k 175.22
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $369k 13k 27.93
American Express Company (AXP) 0.2 $367k 1.2k 296.87
Arista Networks Com Shs (ANET) 0.2 $363k 3.3k 110.51
PNC Financial Services (PNC) 0.2 $362k 1.9k 192.87
Metropcs Communications (TMUS) 0.2 $362k 1.6k 220.79
International Business Machines (IBM) 0.2 $360k 1.6k 219.82
Pepsi (PEP) 0.2 $357k 2.3k 152.09
Walt Disney Company (DIS) 0.2 $357k 3.3k 107.50
Autodesk (ADSK) 0.2 $352k 1.2k 295.67
IDEXX Laboratories (IDXX) 0.2 $352k 850.00 413.49
SEI Investments Company (SEIC) 0.2 $350k 4.2k 82.48
Charter Communications Inc N Cl A (CHTR) 0.2 $348k 1.0k 342.86
Union Pacific Corporation (UNP) 0.2 $347k 1.5k 228.09
Etsy (ETSY) 0.2 $347k 6.6k 52.89
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.2 $346k 3.9k 89.78
Fidelity Covington Trust Blue Chip Value (FBCV) 0.2 $345k 11k 31.60
Ishares Tr Us Aer Def Etf (ITA) 0.2 $343k 2.4k 145.33
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $342k 1.3k 253.75
Lam Research Corp Com New (LRCX) 0.2 $339k 4.7k 72.24
Crowdstrike Hldgs Cl A (CRWD) 0.1 $333k 972.00 342.68
Vistra Energy (VST) 0.1 $328k 2.4k 137.88
United States Steel Corporation 0.1 $326k 9.6k 33.99
Palantir Technologies Cl A (PLTR) 0.1 $325k 4.3k 75.62
ConocoPhillips (COP) 0.1 $310k 3.1k 99.16
Cummins (CMI) 0.1 $307k 881.00 348.63
Ishares Tr Russell 2000 Etf (IWM) 0.1 $304k 1.4k 220.96
EOG Resources (EOG) 0.1 $296k 2.4k 122.58
Microstrategy Cl A New (MSTR) 0.1 $293k 1.0k 289.57
United Therapeutics Corporation (UTHR) 0.1 $290k 822.00 352.84
Ingredion Incorporated (INGR) 0.1 $287k 2.1k 137.54
Ishares Silver Tr Ishares (SLV) 0.1 $286k 11k 26.33
Lululemon Athletica (LULU) 0.1 $284k 743.00 382.41
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $279k 6.8k 40.67
Abbott Laboratories (ABT) 0.1 $277k 2.5k 113.10
Gartner (IT) 0.1 $275k 568.00 484.78
Raytheon Technologies Corp (RTX) 0.1 $275k 2.4k 115.71
Anthem (ELV) 0.1 $261k 706.00 369.01
Zoetis Cl A (ZTS) 0.1 $255k 1.6k 162.91
Caterpillar (CAT) 0.1 $254k 701.00 362.90
Cigna Corp (CI) 0.1 $254k 920.00 276.05
Lennar Corp Cl A (LEN) 0.1 $252k 1.8k 136.35
Ishares Tr Core Div Grwth (DGRO) 0.1 $251k 4.1k 61.33
Waste Management (WM) 0.1 $248k 1.2k 201.72
Kinsale Cap Group (KNSL) 0.1 $247k 530.00 465.28
Applovin Corp Com Cl A (APP) 0.1 $246k 760.00 323.83
Fiserv (FI) 0.1 $245k 1.2k 205.39
United Rentals (URI) 0.1 $244k 346.00 703.75
Royal Caribbean Cruises (RCL) 0.1 $241k 1.0k 230.61
Valero Energy Corporation (VLO) 0.1 $240k 2.0k 122.58
Ge Aerospace Com New (GE) 0.1 $238k 1.4k 166.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $237k 3.3k 71.92
American Centy Etf Tr Mid Cap Grw Imp (MID) 0.1 $236k 3.9k 60.32
Morgan Stanley Com New (MS) 0.1 $234k 1.9k 125.74
Vanguard World Financials Etf (VFH) 0.1 $231k 2.0k 118.06
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $230k 3.9k 59.15
A. O. Smith Corporation (AOS) 0.1 $229k 3.4k 68.21
Medpace Hldgs (MEDP) 0.1 $229k 688.00 332.23
Intuit (INTU) 0.1 $228k 363.00 628.37
Verizon Communications (VZ) 0.1 $227k 5.7k 39.99
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $227k 2.2k 105.48
Air Products & Chemicals (APD) 0.1 $225k 774.00 290.18
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $223k 1.4k 161.76
Bj's Wholesale Club Holdings (BJ) 0.1 $222k 2.5k 89.35
Meritage Homes Corporation (MTH) 0.1 $220k 1.4k 153.83
Servicenow (NOW) 0.1 $219k 207.00 1060.12
Terex Corporation (TEX) 0.1 $219k 4.7k 46.22
Marathon Petroleum Corp (MPC) 0.1 $218k 1.6k 139.46
Nucor Corporation (NUE) 0.1 $218k 1.9k 116.73
General Mills (GIS) 0.1 $214k 3.4k 63.76
Insperity (NSP) 0.1 $213k 2.7k 77.51
Option Care Health Com New (OPCH) 0.1 $211k 9.1k 23.20
Public Service Enterprise (PEG) 0.1 $209k 2.5k 84.50
Chesapeake Energy Corp (EXE) 0.1 $209k 2.1k 99.56
Altria (MO) 0.1 $205k 3.9k 52.30
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 0.1 $139k 10k 13.94
Terawulf (WULF) 0.0 $73k 13k 5.66