Florida Financial Advisors

Florida Financial Advisors as of Dec. 31, 2025

Portfolio Holdings for Florida Financial Advisors

Florida Financial Advisors holds 277 positions in its portfolio as reported in the December 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) 4.5 $17M 27k 624.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.8 $14M 23k 614.36
NVIDIA Corporation (NVDA) 3.3 $12M 66k 186.12
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 3.3 $12M 97k 123.31
Microsoft Corporation (MSFT) 2.7 $9.9M 21k 482.86
Alphabet Cap Stk Cl A (GOOGL) 2.5 $9.2M 29k 312.30
Select Sector Spdr Tr State Street Tec (XLK) 2.3 $8.3M 58k 143.97
Vanguard World Mega Cap Index (MGC) 2.2 $8.2M 33k 250.50
Broadcom (AVGO) 2.1 $7.9M 23k 345.40
Vanguard Index Fds Value Etf (VTV) 2.1 $7.6M 40k 189.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $7.3M 11k 681.94
Apple (AAPL) 1.9 $7.1M 26k 271.11
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.5 $5.6M 191k 29.61
Meta Platforms Cl A (META) 1.5 $5.5M 8.3k 659.14
JPMorgan Chase & Co. (JPM) 1.4 $5.3M 16k 321.68
Wal-Mart Stores (WMT) 1.2 $4.4M 40k 111.26
Palantir Technologies Cl A (PLTR) 1.2 $4.4M 25k 177.46
Amazon (AMZN) 1.1 $3.9M 17k 230.12
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.0 $3.6M 13k 276.98
Applovin Corp Com Cl A (APP) 0.9 $3.5M 5.1k 673.30
Netflix (NFLX) 0.9 $3.4M 37k 93.56
Gilead Sciences (GILD) 0.9 $3.3M 27k 122.58
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.9 $3.3M 27k 119.32
Oracle Corporation (ORCL) 0.9 $3.2M 17k 194.50
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $3.2M 118k 27.43
Spdr Gold Tr Gold Shs (GLD) 0.8 $2.9M 7.3k 396.33
Ishares Silver Tr Ishares (SLV) 0.8 $2.8M 43k 64.42
Micron Technology (MU) 0.7 $2.7M 9.4k 284.49
Vaneck Etf Trust Semiconductr Etf (SMH) 0.7 $2.6M 7.3k 360.15
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.7 $2.6M 10k 252.90
Cardinal Health (CAH) 0.7 $2.6M 13k 205.05
Tesla Motors (TSLA) 0.7 $2.5M 5.6k 448.57
Goldman Sachs (GS) 0.7 $2.4M 2.7k 879.04
Spdr Series Trust State Street Spd (SPYV) 0.7 $2.4M 43k 56.18
Spdr Series Trust State Street Spd (SPYG) 0.6 $2.4M 23k 104.79
Vanguard World Mega Cap Val Etf (MGV) 0.6 $2.3M 16k 141.15
TTM Technologies (TTMI) 0.6 $2.3M 33k 68.91
Rocket Lab Corp (RKLB) 0.6 $2.2M 32k 69.74
Advanced Micro Devices (AMD) 0.6 $2.2M 10k 213.60
Newmont Mining Corporation (NEM) 0.6 $2.1M 22k 99.79
Lumentum Hldgs (LITE) 0.5 $2.0M 5.4k 367.98
Seagate Technology Hldngs Pl Ord Shs (STX) 0.5 $2.0M 7.3k 275.05
Select Sector Spdr Tr State Street Com (XLC) 0.5 $2.0M 17k 117.73
Liberty Energy Com Cl A (LBRT) 0.5 $2.0M 107k 18.46
Select Sector Spdr Tr State Street Uti (XLU) 0.5 $2.0M 46k 42.69
Lam Research Corp Com New (LRCX) 0.5 $1.9M 11k 171.01
Visa Com Cl A (V) 0.5 $1.9M 5.5k 350.16
Tapestry (TPR) 0.5 $1.9M 15k 127.65
Ge Vernova (GEV) 0.5 $1.9M 2.9k 653.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.8M 3.7k 500.70
Vanguard World Mega Grwth Ind (MGK) 0.5 $1.7M 4.2k 412.86
Stonex Group (SNEX) 0.5 $1.7M 18k 95.05
Raytheon Technologies Corp (RTX) 0.5 $1.7M 9.3k 183.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.7M 5.1k 335.22
Western Digital (WDC) 0.5 $1.7M 9.9k 172.04
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.5 $1.7M 26k 64.53
Ge Aerospace Com New (GE) 0.5 $1.7M 5.4k 307.33
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.7M 3.4k 488.11
NiSource (NI) 0.5 $1.7M 40k 41.76
American Express Company (AXP) 0.4 $1.6M 4.5k 369.11
Interactive Brokers Group In Com Cl A (IBKR) 0.4 $1.6M 26k 64.24
Doordash Cl A (DASH) 0.4 $1.6M 7.1k 226.32
Bank of America Corporation (BAC) 0.4 $1.6M 29k 54.84
Vistra Energy (VST) 0.4 $1.6M 9.7k 161.20
Johnson & Johnson (JNJ) 0.4 $1.5M 7.3k 206.51
Howmet Aerospace (HWM) 0.4 $1.5M 7.3k 205.05
Ies Hldgs (IESC) 0.4 $1.5M 3.8k 388.51
Eli Lilly & Co. (LLY) 0.4 $1.5M 1.4k 1071.31
Home Depot (HD) 0.4 $1.5M 4.2k 343.62
National Fuel Gas (NFG) 0.4 $1.5M 18k 79.95
Robinhood Mkts Com Cl A (HOOD) 0.4 $1.4M 13k 112.96
Kratos Defense & Sec Solutio Com New (KTOS) 0.4 $1.4M 19k 75.81
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.4 $1.4M 6.3k 224.74
Wells Fargo & Company (WFC) 0.4 $1.3M 14k 92.89
Verisign (VRSN) 0.4 $1.3M 5.4k 242.71
Rollins (ROL) 0.4 $1.3M 22k 59.96
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.4 $1.3M 22k 59.28
Ciena Corp Com New (CIEN) 0.3 $1.3M 5.5k 233.53
Chevron Corporation (CVX) 0.3 $1.3M 8.3k 152.13
Select Sector Spdr Tr State Street Fin (XLF) 0.3 $1.2M 23k 54.77
Mastercard Incorporated Cl A (MA) 0.3 $1.2M 2.1k 569.62
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.3 $1.2M 2.7k 444.59
Bloom Energy Corp Com Cl A (BE) 0.3 $1.1M 13k 86.75
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $1.1M 19k 58.12
Costco Wholesale Corporation (COST) 0.3 $1.1M 1.3k 859.70
Atmos Energy Corporation (ATO) 0.3 $1.1M 6.4k 167.66
Planet Labs Pbc Com Cl A (PL) 0.3 $1.1M 55k 19.69
Exxon Mobil Corporation (XOM) 0.3 $1.1M 8.8k 119.86
Applied Materials (AMAT) 0.3 $1.0M 4.1k 257.00
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.3 $1.0M 17k 62.48
Ast Spacemobile Com Cl A (ASTS) 0.3 $1.0M 14k 72.53
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $1.0M 12k 88.91
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.0M 33k 30.94
Corning Incorporated (GLW) 0.3 $999k 11k 87.48
Roblox Corp Cl A (RBLX) 0.3 $932k 12k 81.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $930k 6.5k 143.51
American Healthcare Reit Com Shs (AHR) 0.2 $919k 20k 47.01
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $916k 5.9k 154.83
Oklo Com Cl A (OKLO) 0.2 $914k 13k 71.76
Cloudflare Cl A Com (NET) 0.2 $903k 4.6k 196.85
Select Sector Spdr Tr State Street Ene (XLE) 0.2 $897k 20k 44.71
Talen Energy Corp (TLN) 0.2 $879k 2.3k 374.84
salesforce (CRM) 0.2 $873k 3.3k 264.33
Alphabet Cap Stk Cl C (GOOG) 0.2 $870k 2.8k 313.93
Ishares Tr Core S&p500 Etf (IVV) 0.2 $857k 1.3k 684.83
Welltower Inc Com reit (WELL) 0.2 $848k 4.6k 185.61
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $848k 4.3k 198.64
Ishares Tr Us Aer Def Etf (ITA) 0.2 $843k 3.9k 214.72
Texas Instruments Incorporated (TXN) 0.2 $842k 4.9k 172.91
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $834k 2.9k 286.61
Ishares Gold Tr Ishares New (IAU) 0.2 $827k 10k 81.17
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $807k 9.4k 85.37
D-wave Quantum (QBTS) 0.2 $804k 31k 26.11
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $780k 14k 57.24
Sterling Construction Company (STRL) 0.2 $774k 2.5k 305.98
Royal Caribbean Cruises (RCL) 0.2 $762k 2.7k 278.73
Sofi Technologies (SOFI) 0.2 $742k 28k 26.14
Kla Corp Com New (KLAC) 0.2 $736k 604.00 1218.16
Procter & Gamble Company (PG) 0.2 $710k 5.0k 143.00
Pepsi (PEP) 0.2 $696k 4.9k 143.08
ViaSat (VSAT) 0.2 $694k 20k 34.41
Spdr Series Trust State Street Spd (BIL) 0.2 $673k 7.4k 91.38
Tutor Perini Corporation (TPC) 0.2 $664k 9.9k 66.93
Coca-Cola Company (KO) 0.2 $663k 9.5k 69.62
Abbvie (ABBV) 0.2 $645k 2.8k 227.29
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.2 $643k 4.1k 156.64
Select Sector Spdr Tr State Street Con (XLP) 0.2 $631k 8.1k 77.69
Spdr Series Trust State Street Spd (MDYV) 0.2 $617k 7.4k 83.75
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $613k 25k 24.37
Vanguard World Inf Tech Etf (VGT) 0.2 $609k 808.00 754.13
UnitedHealth (UNH) 0.2 $609k 1.9k 329.04
Rigetti Computing Common Stock (RGTI) 0.2 $593k 27k 22.15
Spdr Series Trust State Street Spd (MDYG) 0.2 $585k 6.4k 91.08
Automatic Data Processing (ADP) 0.2 $565k 2.2k 257.70
Walt Disney Company (DIS) 0.2 $565k 5.0k 113.43
Cisco Systems (CSCO) 0.2 $564k 7.3k 77.05
Adobe Systems Incorporated (ADBE) 0.2 $564k 1.6k 348.80
McDonald's Corporation (MCD) 0.2 $554k 1.8k 304.45
Marsh & McLennan Companies 0.2 $552k 3.0k 185.63
Spdr Series Trust State Street Spd (SLYV) 0.1 $548k 6.1k 89.52
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $547k 3.5k 155.12
Spdr Series Trust State Street Spd (SLYG) 0.1 $546k 5.9k 92.81
Vanguard World Comm Srvc Etf (VOX) 0.1 $527k 2.7k 193.65
Ishares Tr Msci Eafe Etf (EFA) 0.1 $527k 5.5k 96.03
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $522k 9.5k 54.71
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $522k 7.0k 75.05
Honeywell International (HON) 0.1 $504k 2.6k 194.05
Centrus Energy Corp Cl A (LEU) 0.1 $503k 2.1k 242.30
Guidewire Software (GWRE) 0.1 $500k 2.5k 200.76
InterDigital (IDCC) 0.1 $493k 1.5k 318.75
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $481k 1.6k 303.88
Qualcomm (QCOM) 0.1 $476k 2.8k 170.22
Life360 (LIF) 0.1 $471k 7.4k 64.05
Eos Energy Enterprises Com Cl A (EOSE) 0.1 $471k 41k 11.44
Ishares Gold Tr Shares Represent (IAUM) 0.1 $469k 11k 42.99
Caterpillar (CAT) 0.1 $463k 813.00 569.24
Vanguard Index Fds Small Cp Etf (VB) 0.1 $457k 1.8k 257.92
Amphenol Corp Cl A (APH) 0.1 $456k 3.4k 135.24
Arista Networks Com Shs (ANET) 0.1 $453k 3.5k 131.03
Williams-Sonoma (WSM) 0.1 $453k 2.5k 178.66
IDEXX Laboratories (IDXX) 0.1 $449k 663.00 676.65
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $427k 1.4k 302.34
Cummins (CMI) 0.1 $421k 824.00 510.96
Accenture Plc Ireland Shs Class A (ACN) 0.1 $418k 1.6k 268.31
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $416k 4.2k 99.89
Uber Technologies (UBER) 0.1 $415k 5.1k 81.38
Intuitive Surgical Com New (ISRG) 0.1 $408k 725.00 562.45
Abbott Laboratories (ABT) 0.1 $407k 3.3k 124.68
Ishares Tr National Mun Etf (MUB) 0.1 $406k 3.8k 107.12
Ametek (AME) 0.1 $406k 2.0k 205.44
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $404k 4.6k 87.16
Spdr Series Trust State Street Spd (XAR) 0.1 $401k 1.7k 241.17
Charles Schwab Corporation (SCHW) 0.1 $397k 4.0k 99.96
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $386k 8.8k 43.64
Citigroup Com New (C) 0.1 $385k 3.3k 116.75
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $382k 2.0k 191.65
Morgan Stanley Com New (MS) 0.1 $381k 2.2k 175.67
Comcast Corp Cl A (CMCSA) 0.1 $380k 13k 29.75
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $378k 6.9k 54.84
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $376k 7.5k 50.32
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $375k 5.1k 74.06
Autodesk (ADSK) 0.1 $374k 1.3k 296.10
Chubb (CB) 0.1 $372k 1.2k 312.16
Booking Holdings (BKNG) 0.1 $369k 69.00 5345.59
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $368k 8.3k 44.47
Pfizer (PFE) 0.1 $366k 15k 24.77
Cdw (CDW) 0.1 $362k 2.7k 136.26
Crowdstrike Hldgs Cl A (CRWD) 0.1 $360k 767.00 468.78
PNC Financial Services (PNC) 0.1 $354k 1.7k 209.10
Lowe's Companies (LOW) 0.1 $352k 1.5k 240.00
Union Pacific Corporation (UNP) 0.1 $349k 1.5k 230.15
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $346k 13k 27.38
Philip Morris International (PM) 0.1 $345k 2.2k 159.48
TJX Companies (TJX) 0.1 $339k 2.2k 153.75
Ishares Tr Core Divid Etf (DIVB) 0.1 $339k 6.4k 53.15
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.1 $336k 6.0k 55.57
Snowflake Com Shs (SNOW) 0.1 $334k 1.5k 219.36
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $325k 4.0k 80.37
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $322k 3.9k 83.61
Vanguard World Financials Etf (VFH) 0.1 $321k 2.4k 133.53
International Business Machines (IBM) 0.1 $320k 1.1k 292.85
Iqvia Holdings (IQV) 0.1 $319k 1.4k 225.41
Vanguard Index Fds Large Cap Etf (VV) 0.1 $316k 1.0k 314.80
Fidelity Covington Trust Blue Chip Value (FBCV) 0.1 $315k 8.8k 35.67
Hershey Company (HSY) 0.1 $314k 1.7k 182.13
Pulte (PHM) 0.1 $314k 2.7k 117.41
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $313k 1.1k 279.48
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $313k 7.8k 40.23
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $312k 1.5k 204.98
General Motors Company (GM) 0.1 $306k 3.8k 81.31
Etf Ser Solutions Defiance Quantum (QTUM) 0.1 $306k 2.8k 109.68
At&t (T) 0.1 $305k 12k 24.58
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $305k 4.5k 67.13
Nextera Energy (NEE) 0.1 $304k 3.8k 79.85
Select Sector Spdr Tr State Street Con (XLY) 0.1 $304k 2.5k 119.46
Intuit (INTU) 0.1 $301k 453.00 663.67
Goldman Sachs Physical Gold Unit (AAAU) 0.1 $296k 7.0k 42.55
Ishares Tr Russell 2000 Etf (IWM) 0.1 $296k 1.2k 246.46
Gartner (IT) 0.1 $292k 1.2k 252.36
Fortinet (FTNT) 0.1 $290k 3.7k 79.06
Mueller Industries (MLI) 0.1 $288k 2.5k 114.86
Waste Management (WM) 0.1 $288k 1.3k 220.05
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $287k 4.1k 69.46
Biogen Idec (BIIB) 0.1 $286k 1.6k 175.99
Motorola Solutions Com New (MSI) 0.1 $278k 726.00 383.52
Servicenow (NOW) 0.1 $278k 1.8k 153.19
Merck & Co (MRK) 0.1 $277k 2.7k 104.51
Medtronic SHS (MDT) 0.1 $275k 2.9k 96.01
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $274k 2.2k 124.23
Starbucks Corporation (SBUX) 0.1 $271k 3.2k 84.28
United Therapeutics Corporation (UTHR) 0.1 $268k 550.00 487.27
Charter Communications Inc N Cl A (CHTR) 0.1 $268k 1.3k 208.80
Zoetis Cl A (ZTS) 0.1 $267k 2.1k 126.02
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.1 $264k 2.6k 102.30
Medpace Hldgs (MEDP) 0.1 $260k 463.00 561.67
Fidelity Covington Trust Fundamental Larg (FFLC) 0.1 $259k 4.8k 53.36
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $259k 2.3k 114.48
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $259k 11k 24.04
Travelers Companies (TRV) 0.1 $258k 886.00 290.81
Capital Group New Geography SHS (CGNG) 0.1 $254k 8.0k 31.93
Altria (MO) 0.1 $254k 4.4k 57.64
ConocoPhillips (COP) 0.1 $252k 2.7k 93.67
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $251k 3.8k 66.54
Reddit Cl A (RDDT) 0.1 $250k 1.1k 229.87
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $247k 4.3k 56.69
Spdr Series Trust State Street Spd (XPH) 0.1 $244k 4.4k 56.01
Capital Group International SHS (CGIC) 0.1 $243k 7.5k 32.50
Verizon Communications (VZ) 0.1 $242k 5.9k 40.73
Palo Alto Networks (PANW) 0.1 $240k 1.3k 182.34
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $238k 5.4k 43.92
Chesapeake Energy Corp (EXE) 0.1 $236k 2.2k 109.33
Ishares Tr Core Div Grwth (DGRO) 0.1 $234k 3.4k 69.41
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $234k 723.00 323.01
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $232k 4.9k 47.36
Kinsale Cap Group (KNSL) 0.1 $227k 579.00 391.24
Kraneshares Trust Csi Chi Internet (KWEB) 0.1 $225k 6.6k 34.05
W.R. Berkley Corporation (WRB) 0.1 $222k 3.2k 70.13
Intel Corporation (INTC) 0.1 $222k 6.1k 36.56
Cigna Corp (CI) 0.1 $221k 800.00 275.57
CMS Energy Corporation (CMS) 0.1 $220k 3.2k 69.26
Vanguard World Consum Stp Etf (VDC) 0.1 $218k 1.0k 211.27
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $217k 8.3k 26.34
International Paper Company (IP) 0.1 $217k 5.5k 39.39
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $215k 714.00 301.07
Anthem (ELV) 0.1 $210k 599.00 351.10
Vanguard World Health Car Etf (VHT) 0.1 $210k 730.00 287.90
Terawulf (WULF) 0.1 $207k 18k 11.49
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $206k 3.4k 60.18
Magnite Ord (MGNI) 0.1 $206k 13k 16.23
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $203k 3.9k 52.77
Innovator Etfs Trust Equity Defined P (JAJL) 0.1 $203k 7.0k 29.06
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $203k 2.4k 85.77
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $193k 11k 17.67
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 0.0 $161k 11k 14.32
Western Union Company (WU) 0.0 $103k 11k 9.08
Under Armour Cl A (UAA) 0.0 $84k 17k 4.85
Nuburu Com New (BURU) 0.0 $2.8k 18k 0.16