Florida Financial Advisors

Florida Financial Advisors as of Sept. 30, 2025

Portfolio Holdings for Florida Financial Advisors

Florida Financial Advisors holds 262 positions in its portfolio as reported in the September 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) 4.8 $15M 25k 612.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.2 $14M 23k 600.47
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 3.6 $12M 96k 120.66
Microsoft Corporation (MSFT) 2.7 $8.7M 17k 518.09
Select Sector Spdr Tr Technology (XLK) 2.5 $8.0M 29k 281.88
Vanguard World Mega Cap Index (MGC) 2.4 $7.8M 32k 244.09
NVIDIA Corporation (NVDA) 2.3 $7.5M 40k 186.59
Broadcom (AVGO) 2.3 $7.4M 23k 329.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $7.1M 11k 666.19
Vanguard Index Fds Value Etf (VTV) 2.2 $7.0M 38k 186.49
Meta Platforms Cl A (META) 1.9 $6.0M 8.2k 734.77
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.7 $5.6M 191k 29.11
Apple (AAPL) 1.5 $4.9M 19k 254.67
Alphabet Cap Stk Cl A (GOOGL) 1.4 $4.5M 19k 243.12
JPMorgan Chase & Co. (JPM) 1.3 $4.3M 14k 315.46
Netflix (NFLX) 1.2 $3.8M 3.2k 1198.82
Oracle Corporation (ORCL) 1.2 $3.7M 13k 281.28
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.1 $3.7M 13k 273.67
Wal-Mart Stores (WMT) 1.1 $3.6M 35k 103.07
Palantir Technologies Cl A (PLTR) 1.1 $3.6M 20k 182.42
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $3.2M 116k 27.30
Applovin Corp Com Cl A (APP) 0.9 $3.0M 4.2k 718.54
Amazon (AMZN) 0.9 $3.0M 13k 219.56
At&t (T) 0.8 $2.6M 91k 28.24
Gilead Sciences (GILD) 0.7 $2.4M 22k 111.01
Spdr Gold Tr Gold Shs (GLD) 0.7 $2.4M 6.7k 355.47
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.7 $2.3M 22k 104.52
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.7 $2.3M 9.2k 247.16
Tesla Motors (TSLA) 0.7 $2.2M 4.9k 444.67
Vaneck Etf Trust Semiconductr Etf (SMH) 0.7 $2.1M 6.5k 326.36
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.6 $2.1M 38k 55.33
Select Sector Spdr Tr Communication (XLC) 0.6 $2.1M 18k 118.37
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.6 $2.1M 17k 121.07
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.6 $2.1M 24k 87.21
Philip Morris International (PM) 0.6 $2.0M 12k 162.22
Vanguard World Mega Grwth Ind (MGK) 0.6 $2.0M 4.9k 402.39
Vanguard Index Fds Growth Etf (VUG) 0.6 $1.9M 4.0k 479.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.9M 3.8k 502.71
Goldman Sachs (GS) 0.6 $1.9M 2.3k 797.52
Automatic Data Processing (ADP) 0.5 $1.8M 6.0k 293.75
Home Depot (HD) 0.5 $1.8M 4.4k 405.74
Vanguard World Mega Cap Val Etf (MGV) 0.5 $1.8M 13k 137.74
Rigetti Computing Common Stock (RGTI) 0.5 $1.6M 55k 29.79
Visa Com Cl A (V) 0.5 $1.6M 4.8k 341.52
Cardinal Health (CAH) 0.5 $1.6M 10k 156.98
Doordash Cl A (DASH) 0.5 $1.5M 5.7k 271.99
D-wave Quantum (QBTS) 0.5 $1.5M 62k 24.71
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.5M 4.7k 328.15
Stonex Group (SNEX) 0.5 $1.5M 15k 100.92
Vistra Energy (VST) 0.5 $1.5M 7.8k 196.00
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.5 $1.5M 24k 63.02
Chevron Corporation (CVX) 0.5 $1.5M 9.6k 155.32
Republic Services (RSG) 0.5 $1.5M 6.5k 229.55
TTM Technologies (TTMI) 0.5 $1.5M 26k 57.60
Robinhood Mkts Com Cl A (HOOD) 0.5 $1.5M 10k 143.18
Interactive Brokers Group In Com Cl A (IBKR) 0.4 $1.4M 21k 68.82
NiSource (NI) 0.4 $1.4M 33k 43.30
Ge Aerospace Com New (GE) 0.4 $1.4M 4.6k 300.91
Kratos Defense & Sec Solutio Com New (KTOS) 0.4 $1.4M 15k 91.37
Newmont Mining Corporation (NEM) 0.4 $1.4M 17k 84.33
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.4 $1.4M 6.2k 222.20
National Fuel Gas (NFG) 0.4 $1.4M 15k 92.39
Mastercard Incorporated Cl A (MA) 0.4 $1.4M 2.4k 569.09
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.4 $1.4M 24k 57.52
Johnson & Johnson (JNJ) 0.4 $1.4M 7.4k 185.45
Axon Enterprise (AXON) 0.4 $1.4M 1.9k 717.64
Tapestry (TPR) 0.4 $1.3M 12k 113.25
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.4 $1.3M 3.0k 435.39
Liberty Energy Com Cl A (LBRT) 0.4 $1.3M 107k 12.34
Raytheon Technologies Corp (RTX) 0.4 $1.3M 7.8k 167.45
Roblox Corp Cl A (RBLX) 0.4 $1.3M 9.4k 138.52
Bank of America Corporation (BAC) 0.4 $1.3M 25k 51.59
Spotify Technology S A SHS (SPOT) 0.4 $1.2M 1.8k 698.00
Ies Hldgs (IESC) 0.4 $1.2M 3.1k 397.65
Rocket Lab Corp (RKLB) 0.4 $1.2M 25k 47.91
American Express Company (AXP) 0.4 $1.2M 3.6k 332.46
Ge Vernova (GEV) 0.4 $1.2M 2.0k 614.93
Select Sector Spdr Tr Financial (XLF) 0.4 $1.2M 22k 53.87
Verisign (VRSN) 0.4 $1.2M 4.3k 279.59
Ishares Silver Tr Ishares (SLV) 0.4 $1.2M 28k 42.37
Howmet Aerospace (HWM) 0.4 $1.2M 6.0k 196.26
Oklo Com Cl A (OKLO) 0.3 $1.1M 10k 111.63
Fortinet (FTNT) 0.3 $1.1M 13k 84.08
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $1.1M 12k 88.97
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.3 $1.0M 17k 62.91
Costco Wholesale Corporation (COST) 0.3 $1.0M 1.1k 927.17
Rollins (ROL) 0.3 $1.0M 17k 58.75
Metropcs Communications (TMUS) 0.3 $1.0M 4.3k 239.45
Wells Fargo & Company (WFC) 0.3 $984k 12k 83.85
Applied Materials (AMAT) 0.3 $979k 4.8k 204.79
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $962k 6.8k 140.96
Exxon Mobil Corporation (XOM) 0.3 $952k 8.4k 112.80
Select Sector Spdr Tr Energy (XLE) 0.3 $931k 10k 89.34
Select Sector Spdr Tr Indl (XLI) 0.3 $926k 6.0k 154.23
Atmos Energy Corporation (ATO) 0.3 $915k 5.4k 170.86
Dt Midstream Common Stock (DTM) 0.3 $915k 8.1k 113.10
Public Service Enterprise (PEG) 0.3 $911k 11k 83.48
Texas Instruments Incorporated (TXN) 0.3 $888k 4.8k 183.83
Ishares Tr Us Aer Def Etf (ITA) 0.3 $882k 4.2k 209.29
Cloudflare Cl A Com (NET) 0.3 $878k 4.1k 214.59
Stride (LRN) 0.3 $855k 5.7k 148.94
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $852k 2.9k 293.79
Ishares Tr Core S&p500 Etf (IVV) 0.3 $844k 1.3k 669.94
Royal Caribbean Cruises (RCL) 0.3 $840k 2.6k 323.68
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $810k 14k 57.51
Sprouts Fmrs Mkt (SFM) 0.2 $805k 7.4k 108.80
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $783k 10k 78.37
Talen Energy Corp (TLN) 0.2 $778k 1.8k 425.38
Procter & Gamble Company (PG) 0.2 $728k 4.7k 153.78
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $724k 13k 57.10
Welltower Inc Com reit (WELL) 0.2 $710k 4.0k 178.28
Sterling Construction Company (STRL) 0.2 $705k 2.1k 339.68
Carvana Cl A (CVNA) 0.2 $684k 1.8k 377.23
Vanguard World Inf Tech Etf (VGT) 0.2 $680k 911.00 746.37
Brinker International (EAT) 0.2 $675k 5.3k 126.68
Nuscale Pwr Corp Cl A Com (SMR) 0.2 $672k 19k 36.00
UnitedHealth (UNH) 0.2 $672k 1.9k 345.60
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $658k 4.7k 139.19
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.2 $654k 4.2k 155.47
Life360 (LIF) 0.2 $641k 6.0k 106.30
American Healthcare Reit Com Shs (AHR) 0.2 $623k 15k 42.01
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.2 $618k 7.4k 83.43
Pepsi (PEP) 0.2 $598k 4.3k 140.58
Sezzle (SEZL) 0.2 $598k 7.5k 79.53
Kla Corp Com New (KLAC) 0.2 $595k 550.00 1081.41
Ast Spacemobile Com Cl A (ASTS) 0.2 $593k 12k 49.08
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.2 $588k 6.4k 91.56
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.2 $579k 6.5k 88.68
Qualcomm (QCOM) 0.2 $578k 3.5k 166.63
Marsh & McLennan Companies (MMC) 0.2 $566k 2.8k 201.62
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.2 $564k 6.1k 91.76
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $556k 2.9k 194.44
Eli Lilly & Co. (LLY) 0.2 $555k 726.00 764.54
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.2 $554k 5.9k 94.32
Coca-Cola Company (KO) 0.2 $543k 8.2k 66.34
McDonald's Corporation (MCD) 0.2 $529k 1.7k 304.49
Pulte (PHM) 0.2 $523k 4.0k 132.24
Ishares Gold Tr Ishares New (IAU) 0.2 $522k 7.2k 72.77
Honeywell International (HON) 0.2 $518k 2.5k 210.65
Adobe Systems Incorporated (ADBE) 0.2 $518k 1.5k 352.88
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $517k 5.8k 89.37
Vanguard World Comm Srvc Etf (VOX) 0.2 $515k 2.7k 187.69
Cisco Systems (CSCO) 0.2 $506k 7.4k 68.42
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $506k 6.6k 76.45
Abbvie (ABBV) 0.2 $501k 2.2k 231.57
Lam Research Corp Com New (LRCX) 0.2 $496k 3.7k 133.94
InterDigital (IDCC) 0.2 $493k 1.4k 345.56
Hershey Company (HSY) 0.2 $492k 2.6k 187.17
Ishares Tr Msci Eafe Etf (EFA) 0.2 $489k 5.2k 93.36
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $489k 15k 31.91
Williams-Sonoma (WSM) 0.1 $484k 2.5k 195.58
Guidewire Software (GWRE) 0.1 $483k 2.1k 229.86
IDEXX Laboratories (IDXX) 0.1 $470k 736.00 638.99
Alphabet Cap Stk Cl C (GOOG) 0.1 $464k 1.9k 243.64
Vanguard Index Fds Small Cp Etf (VB) 0.1 $464k 1.8k 254.39
Arista Networks Com Shs (ANET) 0.1 $463k 3.2k 145.71
Palomar Hldgs (PLMR) 0.1 $462k 4.0k 116.75
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $454k 1.5k 297.93
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $449k 1.6k 279.27
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $447k 4.3k 103.37
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $443k 2.3k 189.69
Uber Technologies (UBER) 0.1 $442k 4.5k 97.98
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $434k 18k 24.40
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $432k 1.5k 294.00
Advanced Micro Devices (AMD) 0.1 $429k 2.7k 161.80
Booking Holdings (BKNG) 0.1 $415k 77.00 5390.31
Walt Disney Company (DIS) 0.1 $405k 3.5k 114.59
Autodesk (ADSK) 0.1 $398k 1.3k 317.77
Ishares Tr National Mun Etf (MUB) 0.1 $389k 3.7k 106.46
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $387k 7.7k 50.27
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $382k 4.4k 86.80
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.1 $377k 3.7k 101.60
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $376k 7.0k 53.66
Ishares Tr Russell 2000 Etf (IWM) 0.1 $375k 1.5k 242.06
Amphenol Corp Cl A (APH) 0.1 $374k 3.0k 123.82
Charles Schwab Corporation (SCHW) 0.1 $373k 3.9k 95.48
Ametek (AME) 0.1 $364k 1.9k 188.31
Accenture Plc Ireland Shs Class A (ACN) 0.1 $357k 1.4k 246.92
Fidelity Covington Trust Blue Chip Value (FBCV) 0.1 $353k 10k 34.08
Lowe's Companies (LOW) 0.1 $352k 1.4k 251.84
Abbott Laboratories (ABT) 0.1 $348k 2.6k 133.91
RBB Motley Fol Etf (TMFC) 0.1 $339k 4.8k 70.53
Ishares Gold Tr Shares Represent (IAUM) 0.1 $338k 8.8k 38.50
salesforce (CRM) 0.1 $337k 1.4k 237.27
Spdr Series Trust Aerospace Def (XAR) 0.1 $335k 1.4k 234.94
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $332k 3.3k 100.28
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $332k 12k 27.29
Altria (MO) 0.1 $327k 4.9k 66.07
Vanguard World Financials Etf (VFH) 0.1 $326k 2.5k 131.23
Caterpillar (CAT) 0.1 $325k 679.00 478.05
Cummins (CMI) 0.1 $324k 766.00 423.43
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $323k 7.4k 43.92
Chubb (CB) 0.1 $321k 1.1k 282.66
Zoetis Cl A (ZTS) 0.1 $306k 2.1k 146.54
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $306k 7.3k 42.03
Motorola Solutions Com New (MSI) 0.1 $306k 668.00 457.45
Starbucks Corporation (SBUX) 0.1 $305k 3.6k 84.65
PNC Financial Services (PNC) 0.1 $303k 1.5k 201.31
Vanguard World Health Car Etf (VHT) 0.1 $298k 1.1k 259.61
Union Pacific Corporation (UNP) 0.1 $298k 1.3k 236.85
Morgan Stanley Com New (MS) 0.1 $293k 1.8k 159.18
Waste Management (WM) 0.1 $290k 1.3k 221.15
Snowflake Com Shs (SNOW) 0.1 $285k 1.3k 225.55
Ishares Tr Core Divid Etf (DIVB) 0.1 $285k 5.4k 52.24
Iqvia Holdings (IQV) 0.1 $282k 1.5k 189.94
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $278k 4.1k 67.26
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $277k 1.2k 239.86
Micron Technology (MU) 0.1 $274k 1.6k 167.41
General Motors Company (GM) 0.1 $274k 4.5k 61.00
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $273k 3.7k 74.38
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $273k 3.4k 79.79
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $272k 6.9k 39.54
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $272k 5.7k 47.55
International Business Machines (IBM) 0.1 $271k 959.00 282.83
Fidelity Covington Trust Fundamental Larg (FFLC) 0.1 $269k 5.2k 52.04
Crowdstrike Hldgs Cl A (CRWD) 0.1 $266k 543.00 490.38
Nextera Energy (NEE) 0.1 $265k 3.5k 75.52
TJX Companies (TJX) 0.1 $265k 1.8k 144.75
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $263k 1.3k 199.39
Verizon Communications (VZ) 0.1 $262k 6.0k 43.96
Servicenow (NOW) 0.1 $256k 278.00 920.27
Spdr Series Trust S&p Homebuild (XHB) 0.1 $253k 2.3k 110.78
Vanguard World Consum Stp Etf (VDC) 0.1 $250k 1.2k 213.77
Ishares Tr Core Div Grwth (DGRO) 0.1 $250k 3.7k 68.08
Strategy Cl A New (MSTR) 0.1 $247k 766.00 322.20
Loews Corporation (L) 0.1 $245k 2.4k 100.41
Mueller Industries (MLI) 0.1 $245k 2.4k 101.15
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $242k 2.0k 120.70
Travelers Companies (TRV) 0.1 $241k 861.00 280.02
Intuitive Surgical Com New (ISRG) 0.1 $241k 538.00 447.21
ConocoPhillips (COP) 0.1 $240k 2.5k 94.66
Air Products & Chemicals (APD) 0.1 $236k 864.00 273.49
Reddit Cl A (RDDT) 0.1 $234k 1.0k 229.99
Capital Group New Geography SHS (CGNG) 0.1 $232k 7.5k 30.90
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $232k 3.2k 73.29
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $227k 1.7k 135.65
Kinsale Cap Group (KNSL) 0.1 $226k 532.00 425.40
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $226k 705.00 320.04
Medtronic SHS (MDT) 0.1 $225k 2.4k 95.38
Goldman Sachs Physical Gold Unit (AAAU) 0.1 $225k 5.9k 38.12
CMS Energy Corporation (CMS) 0.1 $222k 3.0k 73.32
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $222k 3.4k 65.22
Linde SHS (LIN) 0.1 $221k 464.00 476.37
Palo Alto Networks (PANW) 0.1 $220k 1.1k 203.57
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $220k 2.1k 104.97
Ishares Tr Expanded Tech (IGV) 0.1 $219k 1.9k 115.01
United Therapeutics Corporation (UTHR) 0.1 $219k 522.00 419.20
Jabil Circuit (JBL) 0.1 $217k 997.00 217.20
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $216k 8.2k 26.36
Cigna Corp (CI) 0.1 $215k 743.00 289.36
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $213k 787.00 271.00
Marathon Petroleum Corp (MPC) 0.1 $213k 1.1k 192.94
Citigroup Com New (C) 0.1 $209k 2.1k 101.62
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $208k 3.6k 57.48
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.1 $208k 3.9k 53.99
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $205k 3.8k 53.23
Capital Group International SHS (CGIC) 0.1 $203k 6.6k 30.81
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $202k 4.8k 42.13
SEI Investments Company (SEIC) 0.1 $201k 2.4k 84.89
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $182k 11k 17.01
Terawulf (WULF) 0.0 $119k 10k 11.42
Under Armour Cl A (UAA) 0.0 $71k 14k 4.99