Florida Financial Advisors, LLC Top Holdings and 13F Report (2025) About Florida Financial Advisors, LLCInvestment ActivityFlorida Financial Advisors, LLC has $301.57 million in total holdings as of June 30, 2025.Florida Financial Advisors, LLC owns shares of 256 different stocks, but just 102 companies or ETFs make up 80% of its holdings.Approximately 14.11% of the portfolio was purchased this quarter.About 8.01% of the portfolio was sold this quarter.This quarter, Florida Financial Advisors, LLC has purchased 247 new stocks and bought additional shares in 137 stocks.Florida Financial Advisors, LLC sold shares of 84 stocks and completely divested from 26 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $17,472,434Invesco QQQ $11,919,601JPMorgan BetaBuilders U.S. Equity ETF $11,739,637Microsoft $9,145,790Technology Select Sector SPDR Fund $9,007,716 Largest New Holdings this Quarter 375558103 - Gilead Sciences $1,616,433 Holding65473P105 - NiSource $1,224,869 Holding861896108 - StoneX Group $949,502 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $889,500 Holding85208M102 - Sprouts Farmers Market $805,254 Holding Largest Purchases this Quarter Tesla 5,268 shares (about $1.67M)Gilead Sciences 14,579 shares (about $1.62M)AT&T 55,173 shares (about $1.60M)NiSource 30,364 shares (about $1.22M)Broadcom 4,250 shares (about $1.17M) Largest Sales this Quarter NVIDIA 11,336 shares (about $1.79M)SPDR Portfolio S&P 500 Value ETF 23,444 shares (about $1.24M)WisdomTree U.S. Quality Dividend Growth Fund 13,924 shares (about $1.18M)Apple 3,927 shares (about $805.98K)JPMorgan U.S. Quality Factor ETF 12,003 shares (about $726.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFlorida Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$17,472,434$1,022,009 ▲6.2%30,7565.8%ETFQQQInvesco QQQ$11,919,601$717,118 ▼-5.7%21,6084.0%FinanceBBUSJPMorgan BetaBuilders U.S. Equity ETF$11,739,637$91,998 ▼-0.8%104,8933.9%ETFMSFTMicrosoft$9,145,790$969,156 ▲11.9%18,3833.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$9,007,716$655,364 ▲7.8%35,5713.0%ETFSPYSPDR S&P 500 ETF Trust$7,782,819$326,833 ▲4.4%12,5972.6%FinanceMGCVanguard Mega Cap ETF$7,620,349$327,936 ▼-4.1%33,8802.5%ETFVTVVanguard Value ETF$7,453,192$118,947 ▲1.6%42,1702.5%ETFNVDANVIDIA$7,010,878$1,792,083 ▼-20.4%44,3482.3%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$6,545,705$562,879 ▼-7.9%66,9482.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$5,711,936$224,348 ▼-3.8%206,4311.9%ETFAAPLApple$5,001,919$805,980 ▼-13.9%24,3711.7%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$4,998,173$1,240,167 ▼-19.9%94,4851.7%ETFAVGOBroadcom$4,514,025$1,171,794 ▲35.1%16,3721.5%Computer and TechnologyBRK.BBerkshire Hathaway$4,092,309$151,549 ▲3.8%8,4251.4%FinanceIWYiShares Russell Top 200 Growth ETF$3,772,306$299,014 ▼-7.3%15,3031.3%ETFMETAMeta Platforms$3,749,888$520,510 ▲16.1%5,0791.2%Computer and TechnologyTSLATesla$3,378,989$1,673,767 ▲98.2%10,6351.1%Auto/Tires/TrucksSCHDSchwab US Dividend Equity ETF$3,306,148$177,338 ▼-5.1%124,7601.1%ETFGOOGLAlphabet$3,300,933$425,705 ▲14.8%18,7261.1%Computer and TechnologyJPMJPMorgan Chase & Co.$3,218,997$359,503 ▲12.6%11,1031.1%FinanceNFLXNetflix$3,199,698$443,138 ▲16.1%2,3901.1%Consumer DiscretionaryAMZNAmazon.com$2,963,798$430,232 ▼-12.7%13,5091.0%Retail/WholesaleWMTWalmart$2,526,028$65,422 ▲2.7%25,8310.8%Retail/WholesaleJQUAJPMorgan U.S. Quality Factor ETF$2,308,443$726,735 ▼-23.9%38,1270.8%ETFCOSTCostco Wholesale$2,201,779$91,081 ▲4.3%2,2240.7%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$2,097,276$385,617 ▲22.5%9,2350.7%ETFGLDSPDR Gold Shares$2,057,608$148,453 ▲7.8%6,7500.7%FinanceTAT&T$1,879,189$1,596,657 ▲565.1%64,9360.6%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,870,596$1,177,175 ▼-38.6%22,1260.6%ManufacturingXLCCommunication Services Select Sector SPDR Fund$1,864,842$673,310 ▲56.5%17,1830.6%ETFSECTMain Sector Rotation ETF$1,813,355$297,377 ▼-14.1%31,2270.6%ETFVVisa$1,802,524$277,939 ▲18.2%5,0780.6%Business ServicesPALANTIR TECHNOLOGIES INC$1,797,515$315,042 ▲21.3%13,1800.6%CL APMPhilip Morris International$1,712,346$241,655 ▲16.4%9,4030.6%Consumer StaplesHDHome Depot$1,680,084$28,234 ▲1.7%4,5820.6%Retail/WholesaleMGKVanguard Mega Cap Growth ETF$1,650,326$387,041 ▲30.6%4,5070.5%ETFMAMastercard$1,648,772$344,478 ▲26.4%2,9340.5%Business ServicesGILDGilead Sciences$1,616,433$1,616,433 ▲New Holding14,5790.5%MedicalMDYGSPDR S&P 400 Mid Cap Growth ETF$1,546,994$370,165 ▼-19.3%17,5610.5%ETFXLUUtilities Select Sector SPDR Fund$1,507,880$699,431 ▲86.5%18,4650.5%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$1,489,436$345,193 ▼-18.8%16,5170.5%ETFIVWiShares S&P 500 Growth ETF$1,469,839$307,730 ▲26.5%13,3500.5%ETFADPAutomatic Data Processing$1,454,705$331,834 ▲29.6%4,7170.5%Computer and TechnologyBACBank of America$1,439,064$106,140 ▲8.0%30,4110.5%FinanceSLYVSPDR S&P 600 Small Cap Value ETF$1,394,845$278,282 ▼-16.6%17,0570.5%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$1,384,064$502,103 ▼-26.6%17,3000.5%ETFFTECFidelity MSCI Information Technology Index ETF$1,360,589$53,643 ▼-3.8%6,8990.5%ETFXLFFinancial Select Sector SPDR Fund$1,349,810$154,128 ▲12.9%25,7740.4%ETFMGVVanguard Mega Cap Value ETF$1,324,862$64,551 ▲5.1%10,0980.4%ETFAPPLOVIN CORP$1,285,144$372,835 ▲40.9%3,6710.4%COM CL AGSThe Goldman Sachs Group$1,241,763$125,309 ▲11.2%1,7540.4%FinanceJNJJohnson & Johnson$1,238,272$36,209 ▲3.0%8,1050.4%MedicalNINiSource$1,224,869$1,224,869 ▲New Holding30,3640.4%UtilitiesSMHVanEck Semiconductor ETF$1,217,638$102,353 ▲9.2%4,3660.4%ManufacturingRSGRepublic Services$1,133,212$280,159 ▲32.8%4,5950.4%Business ServicesWFCWells Fargo & Company$1,131,256$6,489 ▲0.6%14,1200.4%FinanceVUGVanguard Growth ETF$1,111,184$12,273 ▲1.1%2,5350.4%ETFXLGInvesco S&P 500 Top 50 ETF$1,109,601$555,478 ▲100.2%21,2980.4%ETFJCPBJPMorgan Core Plus Bond ETF$1,097,527$138,073 ▼-11.2%23,3220.4%ETFSPMOInvesco S&P 500 Momentum ETF$1,083,392$733,171 ▲209.3%9,6330.4%ETFXOMExxon Mobil$1,080,996$8,300 ▼-0.8%10,0280.4%EnergyTXNTexas Instruments$1,077,340$29,061 ▼-2.6%5,1900.4%Computer and TechnologyVSTVistra$1,054,542$147,105 ▼-12.2%5,4410.3%UtilitiesFTNTFortinet$1,041,407$382,691 ▲58.1%9,8510.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,031,236$5,471 ▼-0.5%3,3930.3%ETFAXONAxon Enterprise$1,009,140$218,550 ▲27.6%1,2190.3%AerospaceXLVHealth Care Select Sector SPDR Fund$1,004,622$115,788 ▼-10.3%7,4530.3%ETFXLPConsumer Staples Select Sector SPDR Fund$970,045$204,373 ▲26.7%11,9800.3%ETFVGTVanguard Information Technology ETF$968,422$668,609 ▲223.0%1,4600.3%ETFAMATApplied Materials$961,797$143,913 ▲17.6%5,2530.3%Computer and TechnologyASTSAST SpaceMobile$960,255$189,817 ▲24.6%20,5490.3%Computer and TechnologyIVEiShares S&P 500 Value ETF$952,585$17,391 ▲1.9%4,8750.3%ETFSNEXStoneX Group$949,502$949,502 ▲New Holding10,4180.3%FinanceAXPAmerican Express$929,393$131,722 ▲16.5%2,9140.3%FinanceTMUST-Mobile US$926,629$178,225 ▲23.8%3,8890.3%Computer and TechnologySPOTSpotify Technology$920,730$159,593 ▲21.0%1,2000.3%Computer and TechnologyORCLOracle$891,315$317,233 ▼-26.2%4,0740.3%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$889,500$889,500 ▲New Holding8,8340.3%ETFXLEEnergy Select Sector SPDR Fund$882,444$214,653 ▼-19.6%10,4050.3%ETFVOVanguard Mid-Cap ETF$856,665$146,649 ▼-14.6%3,0610.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$854,465$44,935 ▼-5.0%8,6140.3%FinanceRTXRTX$845,623$141,643 ▲20.1%5,7910.3%AerospacePGProcter & Gamble$834,198$109,293 ▲15.1%5,2360.3%Consumer StaplesGEGE Aerospace$832,445$99,131 ▲13.5%3,2330.3%AerospaceIVViShares Core S&P 500 ETF$817,506$7,449 ▼-0.9%1,3170.3%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$808,283$53,017 ▲7.0%8,8120.3%ETFSFMSprouts Farmers Market$805,254$805,254 ▲New Holding4,8910.3%Retail/WholesaleIBKRInteractive Brokers Group$801,837$653,394 ▲440.2%14,4710.3%FinanceNFGNational Fuel Gas$801,089$801,089 ▲New Holding9,4570.3%EnergyJEPIJPMorgan Equity Premium Income ETF$786,773$99,377 ▲14.5%13,8390.3%ETFSLViShares Silver Trust$781,804$146,793 ▼-15.8%23,8280.3%ETFHWMHowmet Aerospace$775,785$125,637 ▲19.3%4,1680.3%AerospaceCVXChevron$773,442$9,885 ▲1.3%5,3990.3%EnergyMSTRStrategy$762,782$59,422 ▲8.4%1,8870.3%Computer and TechnologyWMBWilliams Companies$751,499$147,411 ▲24.4%11,9650.2%EnergyJEPQJPMorgan Nasdaq Equity Premium Income ETF$748,752$207,969 ▼-21.7%13,7640.2%ETFITAiShares U.S. Aerospace & Defense ETF$746,967$292,373 ▲64.3%3,9600.2%ETFLRNStride$717,819$717,819 ▲New Holding4,9440.2%Consumer DiscretionaryLLYEli Lilly and Company$708,233$25,711 ▲3.8%9090.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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