Florida Financial Advisors

Florida Financial Advisors as of March 31, 2025

Portfolio Holdings for Florida Financial Advisors

Florida Financial Advisors holds 247 positions in its portfolio as reported in the March 2025 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) 5.9 $15M 29k 513.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.2 $11M 23k 468.80
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 4.2 $11M 106k 100.89
Vanguard Index Fds Value Etf (VTV) 2.8 $7.2M 42k 172.58
Vanguard World Mega Cap Index (MGC) 2.8 $7.1M 35k 201.35
Select Sector Spdr Tr Technology (XLK) 2.7 $6.8M 33k 206.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $6.7M 12k 559.25
Apple (AAPL) 2.5 $6.3M 28k 221.67
Microsoft Corporation (MSFT) 2.4 $6.2M 16k 375.54
NVIDIA Corporation (NVDA) 2.4 $6.0M 56k 108.47
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.3 $5.9M 118k 49.65
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.3 $5.8M 73k 79.62
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.2 $5.7M 215k 26.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $4.3M 8.1k 532.47
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $3.7M 132k 27.90
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.4 $3.5M 17k 210.94
Amazon (AMZN) 1.2 $2.9M 16k 189.98
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.1 $2.8M 36k 78.13
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 1.1 $2.8M 50k 55.30
Alphabet Cap Stk Cl A (GOOGL) 1.0 $2.5M 16k 154.66
Meta Platforms Cl A (META) 1.0 $2.5M 4.4k 575.55
JPMorgan Chase & Co. (JPM) 1.0 $2.4M 9.9k 244.99
Wal-Mart Stores (WMT) 0.9 $2.2M 25k 87.94
Broadcom (AVGO) 0.8 $2.0M 12k 167.75
Costco Wholesale Corporation (COST) 0.8 $2.0M 2.1k 946.44
Netflix (NFLX) 0.8 $1.9M 2.1k 933.61
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.7 $1.9M 36k 51.05
Spdr Gold Tr Gold Shs (GLD) 0.7 $1.8M 6.3k 288.33
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.7 $1.7M 24k 74.05
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.7 $1.7M 22k 77.82
Home Depot (HD) 0.7 $1.7M 4.5k 366.47
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.6 $1.6M 20k 80.48
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.6 $1.5M 21k 74.21
Visa Com Cl A (V) 0.6 $1.5M 4.3k 350.27
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.6 $1.5M 7.5k 192.87
Tesla Motors (TSLA) 0.5 $1.4M 5.4k 259.04
Johnson & Johnson (JNJ) 0.5 $1.3M 7.9k 165.66
Philip Morris International (PM) 0.5 $1.3M 8.1k 158.75
Mastercard Incorporated Cl A (MA) 0.5 $1.3M 2.3k 547.81
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.5 $1.2M 26k 47.04
Vanguard World Mega Cap Val Etf (MGV) 0.5 $1.2M 9.6k 128.33
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $1.2M 8.3k 146.01
UnitedHealth (UNH) 0.5 $1.2M 2.3k 524.45
Select Sector Spdr Tr Energy (XLE) 0.5 $1.2M 13k 92.77
Exxon Mobil Corporation (XOM) 0.5 $1.2M 10k 118.69
Bank of America Corporation (BAC) 0.5 $1.2M 28k 41.64
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.5 $1.2M 7.2k 161.26
Select Sector Spdr Tr Financial (XLF) 0.4 $1.1M 23k 49.79
Automatic Data Processing (ADP) 0.4 $1.1M 3.6k 305.31
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.1M 15k 73.45
Vanguard World Mega Grwth Ind (MGK) 0.4 $1.1M 3.5k 308.00
Select Sector Spdr Tr Communication (XLC) 0.4 $1.1M 11k 96.45
Wells Fargo & Company (WFC) 0.4 $1.0M 14k 71.55
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $980k 11k 92.83
Texas Instruments Incorporated (TXN) 0.4 $958k 5.3k 179.64
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $938k 3.4k 274.88
Vanguard Index Fds Growth Etf (VUG) 0.4 $929k 2.5k 370.40
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $927k 3.6k 258.64
Palantir Technologies Cl A (PLTR) 0.4 $923k 11k 84.88
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $912k 4.8k 190.58
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.4 $910k 18k 51.72
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $897k 9.1k 98.92
Chevron Corporation (CVX) 0.4 $889k 5.3k 166.81
Ishares Silver Tr Ishares (SLV) 0.3 $877k 28k 30.99
Goldman Sachs (GS) 0.3 $860k 1.6k 545.27
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $844k 4.0k 211.03
Republic Services (RSG) 0.3 $838k 3.5k 242.27
Metropcs Communications (TMUS) 0.3 $838k 3.1k 266.71
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $780k 9.9k 78.83
Procter & Gamble Company (PG) 0.3 $775k 4.6k 170.39
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $772k 9.5k 81.66
Oracle Corporation (ORCL) 0.3 $772k 5.5k 139.71
Marsh & McLennan Companies (MMC) 0.3 $768k 3.1k 243.95
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $755k 8.2k 91.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $750k 5.8k 128.96
Ishares Tr Core S&p500 Etf (IVV) 0.3 $747k 1.3k 561.99
Vistra Energy (VST) 0.3 $728k 6.2k 117.39
Eli Lilly & Co. (LLY) 0.3 $723k 876.00 824.79
Arista Networks Com Shs (ANET) 0.3 $714k 9.2k 77.36
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $690k 12k 57.08
Applovin Corp Com Cl A (APP) 0.3 $689k 2.6k 264.45
American Express Company (AXP) 0.3 $672k 2.5k 268.77
Accenture Plc Ireland Shs Class A (ACN) 0.3 $666k 2.1k 312.00
Applied Materials (AMAT) 0.3 $648k 4.5k 145.13
Qualcomm (QCOM) 0.3 $645k 4.2k 153.55
Raytheon Technologies Corp (RTX) 0.3 $638k 4.8k 132.32
Hershey Company (HSY) 0.2 $622k 3.6k 171.03
Honeywell International (HON) 0.2 $621k 2.9k 211.66
Hamilton Lane Cl A (HLNE) 0.2 $604k 4.1k 148.50
Coca-Cola Company (KO) 0.2 $601k 8.4k 71.63
Fortinet (FTNT) 0.2 $600k 6.2k 96.34
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $580k 9.3k 62.10
Abbvie (ABBV) 0.2 $579k 2.8k 208.76
Fiserv (FI) 0.2 $579k 2.6k 220.58
Pepsi (PEP) 0.2 $579k 3.9k 149.86
Williams Companies (WMB) 0.2 $574k 9.6k 59.72
Ge Aerospace Com New (GE) 0.2 $569k 2.8k 199.65
Vanguard World Comm Srvc Etf (VOX) 0.2 $564k 3.8k 148.27
Vanguard Index Fds Small Cp Etf (VB) 0.2 $548k 2.5k 221.72
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $548k 5.3k 103.47
Spotify Technology S A SHS (SPOT) 0.2 $546k 992.00 550.85
Rollins (ROL) 0.2 $527k 9.7k 54.07
Alphabet Cap Stk Cl C (GOOG) 0.2 $523k 3.3k 156.28
Ishares Tr Core High Dv Etf (HDV) 0.2 $522k 4.3k 121.12
Public Service Enterprise (PEG) 0.2 $510k 6.2k 82.34
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $510k 9.3k 54.76
Axon Enterprise (AXON) 0.2 $504k 955.00 527.94
Ishares Tr National Mun Etf (MUB) 0.2 $503k 4.8k 105.45
Microstrategy Cl A New (MSTR) 0.2 $502k 1.7k 288.71
Vanguard World Financials Etf (VFH) 0.2 $496k 4.2k 119.13
Pulte (PHM) 0.2 $496k 4.8k 102.61
McDonald's Corporation (MCD) 0.2 $492k 1.6k 312.29
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $489k 11k 46.01
Atmos Energy Corporation (ATO) 0.2 $478k 3.1k 154.62
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $473k 9.0k 52.38
salesforce (CRM) 0.2 $462k 1.7k 268.14
Chubb (CB) 0.2 $458k 1.5k 301.98
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $456k 2.7k 172.07
Howmet Aerospace (HWM) 0.2 $452k 3.5k 129.50
Dt Midstream Common Stock (DTM) 0.2 $448k 4.6k 96.46
Jabil Circuit (JBL) 0.2 $447k 3.3k 135.49
Interactive Brokers Group In Com Cl A (IBKR) 0.2 $444k 2.7k 165.90
Cisco Systems (CSCO) 0.2 $444k 7.2k 61.59
Adobe Systems Incorporated (ADBE) 0.2 $432k 1.1k 383.40
Williams-Sonoma (WSM) 0.2 $426k 2.7k 158.07
Adma Biologics (ADMA) 0.2 $423k 21k 19.89
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $423k 2.5k 170.90
Wabtec Corporation (WAB) 0.2 $423k 2.3k 181.05
Guidewire Software (GWRE) 0.2 $421k 2.2k 187.62
Ametek (AME) 0.2 $416k 2.4k 171.98
Lockheed Martin Corporation (LMT) 0.2 $412k 922.00 447.03
Zoetis Cl A (ZTS) 0.2 $406k 2.5k 164.58
Travelers Companies (TRV) 0.2 $405k 1.5k 264.36
Royal Caribbean Cruises (RCL) 0.2 $402k 2.0k 205.19
International Business Machines (IBM) 0.2 $398k 1.6k 248.49
Union Pacific Corporation (UNP) 0.2 $397k 1.7k 236.22
Ishares Tr Expanded Tech (IGV) 0.2 $391k 4.4k 88.99
United Therapeutics Corporation (UTHR) 0.2 $388k 1.3k 307.88
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $387k 7.7k 50.33
Amphenol Corp Cl A (APH) 0.2 $384k 5.9k 65.59
Kla Corp Com New (KLAC) 0.2 $383k 564.00 679.42
Vertiv Holdings Com Cl A (VRT) 0.1 $380k 5.3k 72.21
Ast Spacemobile Com Cl A (ASTS) 0.1 $375k 17k 22.75
Ishares Tr Us Aer Def Etf (ITA) 0.1 $369k 2.4k 153.03
ConocoPhillips (COP) 0.1 $369k 3.5k 104.79
Brown & Brown (BRO) 0.1 $364k 2.9k 124.23
Select Sector Spdr Tr Indl (XLI) 0.1 $363k 2.8k 131.05
PNC Financial Services (PNC) 0.1 $358k 2.0k 175.69
Bellring Brands Common Stock (BRBR) 0.1 $354k 4.7k 74.50
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $352k 3.0k 116.53
Abbott Laboratories (ABT) 0.1 $347k 2.6k 132.45
General Motors Company (GM) 0.1 $343k 7.3k 47.03
Welltower Inc Com reit (WELL) 0.1 $340k 2.2k 152.95
Verizon Communications (VZ) 0.1 $337k 7.4k 45.34
Cigna Corp (CI) 0.1 $335k 1.0k 329.07
Ftai Aviation SHS (FTAI) 0.1 $333k 3.0k 110.50
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $332k 1.4k 244.69
Sterling Construction Company (STRL) 0.1 $332k 2.9k 114.08
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $331k 1.7k 197.44
Merck & Co (MRK) 0.1 $330k 3.7k 89.58
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $330k 1.3k 251.83
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.1 $328k 3.8k 87.20
SEI Investments Company (SEIC) 0.1 $327k 4.2k 77.63
Anthem (ELV) 0.1 $324k 744.00 434.84
D.R. Horton (DHI) 0.1 $318k 2.5k 126.49
IDEXX Laboratories (IDXX) 0.1 $309k 735.00 419.88
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $308k 7.7k 39.97
Fidelity Covington Trust Enhanced Large (FELC) 0.1 $306k 9.8k 31.19
Carvana Cl A (CVNA) 0.1 $304k 1.5k 209.24
Lam Research Corp Com New (LRCX) 0.1 $302k 4.2k 72.66
Fidelity Covington Trust Blue Chip Value (FBCV) 0.1 $301k 9.4k 31.98
EOG Resources (EOG) 0.1 $300k 2.3k 128.26
Vanguard World Consum Stp Etf (VDC) 0.1 $300k 1.4k 218.84
Jackson Financial Com Cl A (JXN) 0.1 $299k 3.6k 83.43
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $298k 12k 25.00
Ishares Gold Tr Ishares New (IAU) 0.1 $295k 5.0k 58.98
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $291k 2.9k 99.33
Ishares Tr Msci Eafe Etf (EFA) 0.1 $291k 3.6k 81.69
Ishares Tr Core Div Grwth (DGRO) 0.1 $290k 4.7k 61.58
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $287k 3.1k 92.26
Palomar Hldgs (PLMR) 0.1 $285k 2.1k 137.62
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $284k 3.9k 71.80
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $283k 3.8k 74.72
Waste Management (WM) 0.1 $281k 1.2k 231.60
Walt Disney Company (DIS) 0.1 $280k 2.8k 98.32
Ingredion Incorporated (INGR) 0.1 $278k 2.1k 135.21
Targa Res Corp (TRGP) 0.1 $278k 1.4k 199.53
Nucor Corporation (NUE) 0.1 $278k 2.3k 120.35
Cummins (CMI) 0.1 $277k 883.00 313.29
Autodesk (ADSK) 0.1 $276k 1.1k 261.93
At&t (T) 0.1 $276k 9.8k 28.23
Crowdstrike Hldgs Cl A (CRWD) 0.1 $271k 761.00 355.62
Vanguard World Industrial Etf (VIS) 0.1 $269k 1.1k 247.63
Deckers Outdoor Corporation (DECK) 0.1 $269k 2.4k 111.76
Morgan Stanley Com New (MS) 0.1 $267k 2.3k 116.46
Nextera Energy (NEE) 0.1 $265k 3.7k 70.78
Intuit (INTU) 0.1 $257k 419.00 613.95
Advanced Micro Devices (AMD) 0.1 $254k 2.5k 102.59
InterDigital (IDCC) 0.1 $254k 1.2k 206.75
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $253k 4.1k 61.89
Summit Therapeutics (SMMT) 0.1 $252k 13k 19.47
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $251k 7.5k 33.40
ExlService Holdings (EXLS) 0.1 $250k 5.3k 47.16
Ies Hldgs (IESC) 0.1 $250k 1.5k 165.81
Caterpillar (CAT) 0.1 $249k 758.00 328.90
TPG Com Cl A (TPG) 0.1 $249k 5.3k 47.35
Ishares Tr Core Divid Etf (DIVB) 0.1 $246k 5.1k 48.52
Pfizer (PFE) 0.1 $246k 9.7k 25.29
Vanguard World Inf Tech Etf (VGT) 0.1 $245k 452.00 542.97
Altria (MO) 0.1 $245k 4.1k 59.99
Paypal Holdings (PYPL) 0.1 $244k 3.7k 65.20
Air Products & Chemicals (APD) 0.1 $242k 822.00 294.65
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $241k 2.6k 91.02
Valero Energy Corporation (VLO) 0.1 $241k 1.8k 132.03
Uber Technologies (UBER) 0.1 $239k 3.3k 72.89
Kkr & Co (KKR) 0.1 $237k 2.1k 115.26
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $235k 4.0k 58.55
Chesapeake Energy Corp (EXE) 0.1 $234k 2.1k 111.31
Bj's Wholesale Club Holdings (BJ) 0.1 $234k 2.0k 114.13
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $230k 2.2k 105.61
Medtronic SHS (MDT) 0.1 $229k 2.6k 89.55
Starbucks Corporation (SBUX) 0.1 $226k 2.3k 97.97
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $225k 3.2k 69.52
Marathon Petroleum Corp (MPC) 0.1 $225k 1.5k 145.42
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $224k 670.00 333.92
United Rentals (URI) 0.1 $222k 355.00 626.45
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $221k 6.5k 34.25
Motorola Solutions Com New (MSI) 0.1 $220k 503.00 437.79
Pilgrim's Pride Corporation (PPC) 0.1 $220k 4.0k 54.47
Nuscale Pwr Corp Cl A Com (SMR) 0.1 $219k 15k 14.20
Aaon Com Par $0.004 (AAON) 0.1 $215k 2.7k 78.27
Cdw (CDW) 0.1 $215k 1.3k 160.13
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $214k 6.0k 35.64
Cabot Oil & Gas Corporation (CTRA) 0.1 $213k 7.4k 28.90
A. O. Smith Corporation (AOS) 0.1 $213k 3.3k 65.35
Chipotle Mexican Grill (CMG) 0.1 $212k 4.2k 50.20
Kinsale Cap Group (KNSL) 0.1 $211k 434.00 486.91
S&p Global (SPGI) 0.1 $211k 416.00 507.53
Hartford Financial Services (HIG) 0.1 $209k 1.7k 123.45
ResMed (RMD) 0.1 $209k 932.00 223.86
General Mills (GIS) 0.1 $207k 3.5k 59.79
Servicenow (NOW) 0.1 $206k 259.00 796.64
Loews Corporation (L) 0.1 $206k 2.2k 91.92
Lennar Corp Cl A (LEN) 0.1 $203k 1.8k 114.76
Arch Cap Group Ord (ACGL) 0.1 $202k 2.1k 96.17
Gartner (IT) 0.1 $202k 480.00 419.99
Terawulf (WULF) 0.0 $58k 21k 2.73