Florida Financial Advisors

Florida Financial Advisors as of June 30, 2025

Portfolio Holdings for Florida Financial Advisors

Florida Financial Advisors holds 256 positions in its portfolio as reported in the June 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) 5.8 $18M 31k 568.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.0 $12M 22k 551.63
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 3.9 $12M 105k 111.92
Microsoft Corporation (MSFT) 3.0 $9.1M 18k 497.51
Select Sector Spdr Tr Technology (XLK) 3.0 $9.0M 36k 253.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $7.8M 13k 617.83
Vanguard World Mega Cap Index (MGC) 2.5 $7.6M 34k 224.92
Vanguard Index Fds Value Etf (VTV) 2.5 $7.5M 42k 176.74
NVIDIA Corporation (NVDA) 2.3 $7.0M 44k 158.09
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 2.2 $6.5M 67k 97.77
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.9 $5.7M 206k 27.67
Apple (AAPL) 1.7 $5.0M 24k 205.24
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 1.7 $5.0M 95k 52.90
Broadcom (AVGO) 1.5 $4.5M 16k 275.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $4.1M 8.4k 485.73
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.3 $3.8M 15k 246.51
Meta Platforms Cl A (META) 1.2 $3.7M 5.1k 738.31
Tesla Motors (TSLA) 1.1 $3.4M 11k 317.72
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $3.3M 125k 26.50
Alphabet Cap Stk Cl A (GOOGL) 1.1 $3.3M 19k 176.28
JPMorgan Chase & Co. (JPM) 1.1 $3.2M 11k 289.92
Netflix (NFLX) 1.1 $3.2M 2.4k 1338.79
Amazon (AMZN) 1.0 $3.0M 14k 219.39
Wal-Mart Stores (WMT) 0.8 $2.5M 26k 97.79
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.8 $2.3M 38k 60.55
Costco Wholesale Corporation (COST) 0.7 $2.2M 2.2k 990.01
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.7 $2.1M 9.2k 227.10
Spdr Gold Tr Gold Shs (GLD) 0.7 $2.1M 6.8k 304.83
At&t (T) 0.6 $1.9M 65k 28.94
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.6 $1.9M 22k 84.54
Select Sector Spdr Tr Communication (XLC) 0.6 $1.9M 17k 108.53
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.6 $1.8M 31k 58.07
Visa Com Cl A (V) 0.6 $1.8M 5.1k 354.97
Palantir Technologies Cl A (PLTR) 0.6 $1.8M 13k 136.38
Philip Morris International (PM) 0.6 $1.7M 9.4k 182.11
Home Depot (HD) 0.6 $1.7M 4.6k 366.67
Vanguard World Mega Grwth Ind (MGK) 0.5 $1.7M 4.5k 366.17
Mastercard Incorporated Cl A (MA) 0.5 $1.6M 2.9k 561.95
Gilead Sciences (GILD) 0.5 $1.6M 15k 110.87
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.5 $1.5M 18k 88.09
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $1.5M 19k 81.66
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.5 $1.5M 17k 90.18
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.5M 13k 110.10
Automatic Data Processing (ADP) 0.5 $1.5M 4.7k 308.40
Bank of America Corporation (BAC) 0.5 $1.4M 30k 47.32
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.5 $1.4M 17k 81.78
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.5 $1.4M 17k 80.00
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.5 $1.4M 6.9k 197.22
Select Sector Spdr Tr Financial (XLF) 0.4 $1.3M 26k 52.37
Vanguard World Mega Cap Val Etf (MGV) 0.4 $1.3M 10k 131.20
Applovin Corp Com Cl A (APP) 0.4 $1.3M 3.7k 350.08
Goldman Sachs (GS) 0.4 $1.2M 1.8k 707.96
Johnson & Johnson (JNJ) 0.4 $1.2M 8.1k 152.78
NiSource (NI) 0.4 $1.2M 30k 40.34
Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $1.2M 4.4k 278.89
Republic Services (RSG) 0.4 $1.1M 4.6k 246.62
Wells Fargo & Company (WFC) 0.4 $1.1M 14k 80.12
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.1M 2.5k 438.34
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.4 $1.1M 21k 52.10
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.4 $1.1M 23k 47.06
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.4 $1.1M 9.6k 112.47
Exxon Mobil Corporation (XOM) 0.4 $1.1M 10k 107.80
Texas Instruments Incorporated (TXN) 0.4 $1.1M 5.2k 207.58
Vistra Energy (VST) 0.3 $1.1M 5.4k 193.81
Fortinet (FTNT) 0.3 $1.0M 9.9k 105.72
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.0M 3.4k 303.93
Axon Enterprise (AXON) 0.3 $1.0M 1.2k 827.84
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $1.0M 7.5k 134.79
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $970k 12k 80.97
Vanguard World Inf Tech Etf (VGT) 0.3 $968k 1.5k 663.30
Applied Materials (AMAT) 0.3 $962k 5.3k 183.09
Ast Spacemobile Com Cl A (ASTS) 0.3 $960k 21k 46.73
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $953k 4.9k 195.40
Stonex Group (SNEX) 0.3 $950k 10k 91.14
American Express Company (AXP) 0.3 $929k 2.9k 318.94
Metropcs Communications (TMUS) 0.3 $927k 3.9k 238.27
Spotify Technology S A SHS (SPOT) 0.3 $921k 1.2k 767.27
Oracle Corporation (ORCL) 0.3 $891k 4.1k 218.78
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $890k 8.8k 100.69
Select Sector Spdr Tr Energy (XLE) 0.3 $882k 10k 84.81
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $857k 3.1k 279.86
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $855k 8.6k 99.19
Raytheon Technologies Corp (RTX) 0.3 $846k 5.8k 146.02
Procter & Gamble Company (PG) 0.3 $834k 5.2k 159.32
Ge Aerospace Com New (GE) 0.3 $832k 3.2k 257.48
Ishares Tr Core S&p500 Etf (IVV) 0.3 $818k 1.3k 620.73
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.3 $808k 8.8k 91.73
Sprouts Fmrs Mkt (SFM) 0.3 $805k 4.9k 164.64
Interactive Brokers Group In Com Cl A (IBKR) 0.3 $802k 15k 55.41
National Fuel Gas (NFG) 0.3 $801k 9.5k 84.71
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $787k 14k 56.85
Ishares Silver Tr Ishares (SLV) 0.3 $782k 24k 32.81
Howmet Aerospace (HWM) 0.3 $776k 4.2k 186.13
Chevron Corporation (CVX) 0.3 $773k 5.4k 143.26
Microstrategy Cl A New (MSTR) 0.3 $763k 1.9k 404.23
Williams Companies (WMB) 0.2 $752k 12k 62.81
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $749k 14k 54.40
Ishares Tr Us Aer Def Etf (ITA) 0.2 $747k 4.0k 188.63
Stride (LRN) 0.2 $718k 4.9k 145.19
Eli Lilly & Co. (LLY) 0.2 $708k 909.00 779.13
Rollins (ROL) 0.2 $704k 13k 56.42
Alphabet Cap Stk Cl C (GOOG) 0.2 $696k 3.9k 177.57
Ishares Tr National Mun Etf (MUB) 0.2 $691k 6.6k 104.47
Select Sector Spdr Tr Indl (XLI) 0.2 $686k 4.7k 147.52
Marsh & McLennan Companies (MMC) 0.2 $684k 3.1k 218.67
Royal Caribbean Cruises (RCL) 0.2 $676k 2.2k 313.14
UnitedHealth (UNH) 0.2 $671k 2.2k 311.96
Ies Hldgs (IESC) 0.2 $666k 2.2k 296.23
Hershey Company (HSY) 0.2 $660k 4.0k 165.93
Honeywell International (HON) 0.2 $659k 2.8k 232.92
Brinker International (EAT) 0.2 $659k 3.7k 180.33
Guidewire Software (GWRE) 0.2 $655k 2.8k 235.41
Coca-Cola Company (KO) 0.2 $644k 9.1k 70.75
Public Service Enterprise (PEG) 0.2 $643k 7.6k 84.18
Dt Midstream Common Stock (DTM) 0.2 $640k 5.8k 109.90
Wabtec Corporation (WAB) 0.2 $639k 3.1k 209.33
Ge Vernova (GEV) 0.2 $615k 1.2k 529.61
Atmos Energy Corporation (ATO) 0.2 $605k 3.9k 154.09
Qualcomm (QCOM) 0.2 $585k 3.7k 159.25
McDonald's Corporation (MCD) 0.2 $580k 2.0k 292.23
Kla Corp Com New (KLAC) 0.2 $577k 644.00 895.52
Fiserv (FI) 0.2 $576k 3.3k 172.41
Adma Biologics (ADMA) 0.2 $566k 31k 18.21
Abbvie (ABBV) 0.2 $566k 3.0k 185.72
Grindr (GRND) 0.2 $561k 25k 22.70
Rocket Lab Corp (RKLB) 0.2 $557k 16k 35.77
Cisco Systems (CSCO) 0.2 $542k 7.8k 69.39
salesforce (CRM) 0.2 $539k 2.0k 272.60
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $539k 4.0k 133.32
Accenture Plc Ireland Shs Class A (ACN) 0.2 $539k 1.8k 298.92
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $538k 2.9k 182.85
Pepsi (PEP) 0.2 $535k 4.0k 132.07
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $531k 5.2k 102.91
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $528k 10k 52.84
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $528k 2.9k 181.77
Amphenol Corp Cl A (APH) 0.2 $526k 5.3k 98.78
Ishares Msci Eurzone Etf (EZU) 0.2 $522k 8.8k 59.45
Palomar Hldgs (PLMR) 0.2 $520k 3.4k 154.25
Adobe Systems Incorporated (ADBE) 0.2 $514k 1.3k 386.91
Vanguard World Financials Etf (VFH) 0.2 $486k 3.8k 127.29
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $485k 2.2k 217.35
D-wave Quantum (QBTS) 0.2 $483k 33k 14.64
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.2 $482k 10k 48.24
Lam Research Corp Com New (LRCX) 0.2 $476k 4.9k 97.33
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.2 $470k 3.3k 141.69
Ishares Tr Expanded Tech (IGV) 0.2 $468k 4.3k 109.50
Ishares Gold Tr Ishares New (IAU) 0.2 $465k 7.5k 62.36
Williams-Sonoma (WSM) 0.2 $458k 2.8k 163.35
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $456k 1.6k 284.42
IDEXX Laboratories (IDXX) 0.1 $452k 842.00 536.55
Walt Disney Company (DIS) 0.1 $451k 3.6k 123.95
Carvana Cl A (CVNA) 0.1 $444k 1.3k 336.96
Nuscale Pwr Corp Cl A Com (SMR) 0.1 $442k 11k 39.56
Lockheed Martin Corporation (LMT) 0.1 $441k 953.00 463.22
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $437k 5.0k 88.25
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $435k 6.3k 69.09
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $435k 1.6k 276.99
Ishares Tr Msci Eafe Etf (EFA) 0.1 $431k 4.8k 89.38
Vanguard Index Fds Small Cp Etf (VB) 0.1 $429k 1.8k 237.02
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $425k 1.1k 396.70
Brown & Brown (BRO) 0.1 $420k 3.8k 110.87
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $419k 6.4k 65.52
Autodesk (ADSK) 0.1 $419k 1.4k 309.62
Vanguard World Comm Srvc Etf (VOX) 0.1 $419k 2.4k 171.03
Welltower Inc Com reit (WELL) 0.1 $418k 2.7k 153.78
Ametek (AME) 0.1 $414k 2.3k 180.96
Zoetis Cl A (ZTS) 0.1 $408k 2.6k 155.97
Booking Holdings (BKNG) 0.1 $405k 70.00 5779.30
International Business Machines (IBM) 0.1 $400k 1.4k 294.65
Vanguard World Industrial Etf (VIS) 0.1 $399k 1.4k 280.12
Chubb (CB) 0.1 $398k 1.4k 289.64
Abbott Laboratories (ABT) 0.1 $395k 2.9k 135.98
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $394k 4.6k 85.60
Advanced Micro Devices (AMD) 0.1 $384k 2.7k 142.11
PNC Financial Services (PNC) 0.1 $383k 2.1k 186.46
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $376k 13k 29.21
InterDigital (IDCC) 0.1 $371k 1.7k 224.25
Intuit (INTU) 0.1 $370k 470.00 787.88
SEI Investments Company (SEIC) 0.1 $363k 4.0k 89.86
Bellring Brands Common Stock (BRBR) 0.1 $356k 6.1k 57.93
Lowe's Companies (LOW) 0.1 $355k 1.6k 222.03
Uber Technologies (UBER) 0.1 $355k 3.8k 93.31
Verizon Communications (VZ) 0.1 $352k 8.1k 43.27
Talen Energy Corp (TLN) 0.1 $351k 1.2k 290.77
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.1 $351k 3.6k 98.31
Union Pacific Corporation (UNP) 0.1 $350k 1.5k 230.04
Crowdstrike Hldgs Cl A (CRWD) 0.1 $347k 682.00 509.09
Arista Networks Com Shs (ANET) 0.1 $342k 3.3k 102.37
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $339k 6.2k 55.10
Summit Therapeutics (SMMT) 0.1 $339k 16k 21.28
Sterling Construction Company (STRL) 0.1 $336k 1.5k 230.73
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $333k 3.1k 106.34
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $332k 6.6k 50.31
Pulte (PHM) 0.1 $331k 3.1k 105.45
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $327k 3.8k 86.37
Waste Management (WM) 0.1 $323k 1.4k 228.85
Jackson Financial Com Cl A (JXN) 0.1 $322k 3.6k 88.80
Caterpillar (CAT) 0.1 $317k 817.00 388.35
General Motors Company (GM) 0.1 $316k 6.4k 49.22
Travelers Companies (TRV) 0.1 $312k 1.2k 267.50
Cigna Corp (CI) 0.1 $312k 944.00 330.37
Charles Schwab Corporation (SCHW) 0.1 $309k 3.4k 91.26
ExlService Holdings (EXLS) 0.1 $305k 7.0k 43.79
Starbucks Corporation (SBUX) 0.1 $301k 3.3k 91.62
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $295k 1.3k 226.52
Hamilton Lane Cl A (HLNE) 0.1 $294k 2.1k 142.13
Morgan Stanley Com New (MS) 0.1 $292k 2.1k 140.92
Altria (MO) 0.1 $290k 4.9k 58.63
Spdr Series Trust Portfli High Yld (SPHY) 0.1 $289k 12k 23.80
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $286k 3.6k 78.69
Chipotle Mexican Grill (CMG) 0.1 $283k 5.0k 56.15
Servicenow (NOW) 0.1 $281k 273.00 1027.44
TJX Companies (TJX) 0.1 $279k 2.3k 123.58
ConocoPhillips (COP) 0.1 $278k 3.1k 89.76
Air Products & Chemicals (APD) 0.1 $275k 973.00 282.17
Intuitive Surgical Com New (ISRG) 0.1 $272k 500.00 543.41
Cummins (CMI) 0.1 $272k 829.00 327.62
Ishares Tr Core Divid Etf (DIVB) 0.1 $263k 5.2k 50.32
S&p Global (SPGI) 0.1 $263k 498.00 527.07
Bj's Wholesale Club Holdings (BJ) 0.1 $259k 2.4k 107.83
United Rentals (URI) 0.1 $259k 343.00 754.03
Motorola Solutions Com New (MSI) 0.1 $254k 603.00 420.68
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $253k 3.6k 69.54
EOG Resources (EOG) 0.1 $250k 2.1k 119.62
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $250k 3.2k 77.51
Cdw (CDW) 0.1 $250k 1.4k 178.51
Pilgrim's Pride Corporation (PPC) 0.1 $249k 5.5k 44.99
Ingredion Incorporated (INGR) 0.1 $248k 1.8k 135.61
Vanguard World Consum Stp Etf (VDC) 0.1 $244k 1.1k 218.99
Loews Corporation (L) 0.1 $238k 2.6k 91.68
Kinsale Cap Group (KNSL) 0.1 $237k 489.00 484.09
Merck & Co (MRK) 0.1 $235k 3.0k 79.17
Ishares Tr Core Div Grwth (DGRO) 0.1 $235k 3.7k 63.94
Valero Energy Corporation (VLO) 0.1 $234k 1.7k 134.43
Medtronic SHS (MDT) 0.1 $234k 2.7k 87.21
Medpace Hldgs (MEDP) 0.1 $233k 743.00 313.86
Gartner (IT) 0.1 $232k 573.00 404.48
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $231k 2.6k 87.82
Nextera Energy (NEE) 0.1 $230k 3.3k 69.43
Mueller Industries (MLI) 0.1 $230k 2.9k 79.46
Chesapeake Energy Corp (EXE) 0.1 $230k 2.0k 116.92
Marathon Petroleum Corp (MPC) 0.1 $228k 1.4k 166.12
Fidelity Covington Trust Blue Chip Value (FBCV) 0.1 $227k 6.9k 32.74
Anthem (ELV) 0.1 $225k 580.00 388.62
D.R. Horton (DHI) 0.1 $224k 1.7k 128.94
ResMed (RMD) 0.1 $217k 841.00 257.93
Micron Technology (MU) 0.1 $214k 1.7k 123.28
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $213k 1.0k 204.64
Pfizer (PFE) 0.1 $208k 8.6k 24.24
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $206k 3.3k 62.14
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $205k 2.8k 72.82
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $205k 1.2k 164.52
Ishares Tr Broad Usd High (USHY) 0.1 $205k 5.5k 37.51
CMS Energy Corporation (CMS) 0.1 $202k 2.9k 69.28
Terawulf (WULF) 0.0 $78k 18k 4.38
Under Armour Cl A (UAA) 0.0 $72k 11k 6.83