Smith Partners Wealth Management »

Raymond James Financial shares owned by Smith Partners Wealth Management

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Smith Partners Wealth Management from 13F filings

Historical chart of Smith Partners Wealth Management investment in Raymond James Financial

Tip: Access up to 7 years of quarterly data

All positions including Raymond James Financial held by Smith Partners Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Raymond James Financial by Smith Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $257k 1.6k 160.59

More positions owned by Smith Partners Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Msci Eafe Etf (EFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Smith Partners Wealth Management

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
First Trust Advisors
Victory Capital Management
Earnest Partners
Dimensional Fund Advisors
Invesco
Northern Trust

View all funds holding Raymond James Financial