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Raymond James Financial shares owned by Net Worth Advisory Group

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Net Worth Advisory Group from 13F filings

Historical chart of Net Worth Advisory Group investment in Raymond James Financial

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All positions including Raymond James Financial held by Net Worth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Raymond James Financial by Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $729k 4.2k 172.59
2025-06-30 $731k 4.8k 153.38
2025-03-31 $603k 4.3k 138.90
2024-12-31 $690k 4.4k 155.33
2024-09-30 $542k 4.4k 122.45

More positions owned by Net Worth Advisory Group

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr Series Trust Bloomberg Intl T (BWX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Apple (AAPL)

View all positions for Net Worth Advisory Group

Top funds holding Raymond James Financial

Vanguard Group
BlackRock
PRIMECAP Management Company
Wellington Management Company
State Street Corporation
Jpmorgan Chase & Co
FMR
Geode Capital Management
T. Rowe Price Investment Management
Victory Capital Management
First Trust Advisors
Earnest Partners
Dimensional Fund Advisors
Morgan Stanley
Invesco

View all funds holding Raymond James Financial