Florida Financial Advisors, LLC Top Holdings and 13F Report (2025)

About Florida Financial Advisors, LLC

Investment Activity

Florida Financial Advisors, LLC has $253.56 million in total holdings as of March 31, 2025.
Florida Financial Advisors, LLC owns shares of 247 different stocks, but just 94 companies or ETFs make up 80% of its holdings.
Approximately 22.65% of the portfolio was purchased this quarter.
About 6.60% of the portfolio was sold this quarter.
This quarter, Florida Financial Advisors, LLC has purchased 194 new stocks and bought additional shares in 110 stocks.
Florida Financial Advisors, LLC sold shares of 70 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $14,865,012
Invesco QQQ: $10,739,157
JPMorgan BetaBuilders U.S. Equity ETF: $10,665,619
Vanguard Value ETF: $7,161,385
Vanguard Mega Cap ETF: $7,115,215

Largest New Holdings this Quarter

053015103 - Automatic Data Processing: $1,111,650 Holding
760759100 - Republic Services: $837,998 Holding
34959E109 - Fortinet: $600,300 Holding
921909768 - Vanguard Total International Stock ETF: $580,432 Holding
969457100 - Williams Companies: $574,340 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Value ETF: 48,187 shares (about $2.39M)
SPDR Portfolio S&P 500 Growth ETF: 27,500 shares (about $2.19M)
Berkshire Hathaway: 3,181 shares (about $1.69M)
NVIDIA: 11,070 shares (about $1.20M)
JPMorgan U.S. Quality Factor ETF: 21,206 shares (about $1.17M)

Largest Sales this Quarter

JPMorgan BetaBuilders U.S. Equity ETF: 11,593 shares (about $1.17M)
Vanguard Mega Cap ETF: 5,563 shares (about $1.12M)
Schwab U.S. Large-Cap Value ETF: 38,965 shares (about $1.04M)
Technology Select Sector SPDR Fund: 4,368 shares (about $901.84K)
SPDR S&P 500 ETF Trust: 1,465 shares (about $819.31K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$14,865,012	$13,347 ▲	0.1%	28,957	5.9%	ETF
QQQ Invesco QQQ	$10,739,157	$237,210 ▲	2.3%	22,908	4.2%	Finance
BBUS JPMorgan BetaBuilders U.S. Equity ETF	$10,665,619	$1,169,621 ▼	-9.9%	105,715	4.2%	ETF
VTV Vanguard Value ETF	$7,161,385	$597,803 ▲	9.1%	41,497	2.8%	ETF
MGC Vanguard Mega Cap ETF	$7,115,215	$1,120,096 ▼	-13.6%	35,338	2.8%	ETF
XLK Technology Select Sector SPDR Fund	$6,809,854	$901,842 ▼	-11.7%	32,983	2.7%	ETF
SPY SPDR S&P 500 ETF Trust	$6,749,066	$819,306 ▼	-10.8%	12,068	2.7%	Finance
AAPL Apple	$6,272,719	$275,753 ▲	4.6%	28,298	2.5%	Computer and Technology
MSFT Microsoft	$6,171,918	$323,711 ▼	-5.0%	16,435	2.4%	Computer and Technology
NVDA NVIDIA	$6,039,770	$1,200,709 ▲	24.8%	55,684	2.4%	Computer and Technology
SPYV SPDR Portfolio S&P 500 Value ETF	$5,854,769	$2,392,319 ▲	69.1%	117,929	2.3%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$5,788,855	$2,189,581 ▲	60.8%	72,705	2.3%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$5,702,437	$1,035,688 ▼	-15.4%	214,539	2.2%	ETF
BRK.B Berkshire Hathaway	$4,319,918	$1,693,783 ▲	64.5%	8,113	1.7%	Finance
SCHD Schwab US Dividend Equity ETF	$3,668,066	$419,233 ▲	12.9%	131,452	1.4%	ETF
IWY iShares Russell Top 200 Growth ETF	$3,483,934	$280,554 ▼	-7.5%	16,516	1.4%	ETF
AMZN Amazon.com	$2,938,983	$999,672 ▲	51.5%	15,470	1.2%	Retail/Wholesale
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$2,816,515	$963,006 ▲	52.0%	36,050	1.1%	Manufacturing
JQUA JPMorgan U.S. Quality Factor ETF	$2,771,941	$1,172,587 ▲	73.3%	50,130	1.1%	ETF
GOOGL Alphabet	$2,522,613	$10,362 ▲	0.4%	16,311	1.0%	Computer and Technology
META Meta Platforms	$2,517,457	$173,241 ▼	-6.4%	4,374	1.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$2,416,339	$929,003 ▲	62.5%	9,863	1.0%	Finance
WMT Walmart	$2,212,778	$894,363 ▲	67.8%	25,162	0.9%	Retail/Wholesale
AVGO Broadcom	$2,033,431	$906,673 ▲	80.5%	12,122	0.8%	Computer and Technology
COST Costco Wholesale	$2,017,814	$960,638 ▲	90.9%	2,132	0.8%	Retail/Wholesale
NFLX Netflix	$1,922,300	$744,086 ▲	63.2%	2,059	0.8%	Consumer Discretionary
SECT Main Sector Rotation ETF	$1,855,666	$278,442 ▼	-13.0%	36,348	0.7%	ETF
GLD SPDR Gold Shares	$1,805,835	$1,107,490 ▲	158.6%	6,263	0.7%	Finance
MDYV SPDR S&P 400 Mid Cap Value ETF	$1,745,736	$685,010 ▲	64.6%	23,576	0.7%	ETF
MDYG SPDR S&P 400 Mid Cap Growth ETF	$1,693,526	$656,773 ▲	63.3%	21,763	0.7%	ETF
HD Home Depot	$1,650,955	$118,737 ▼	-6.7%	4,505	0.7%	Retail/Wholesale
SLYG SPDR S&P 600 Small Cap Growth ETF	$1,637,355	$651,964 ▲	66.2%	20,345	0.6%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$1,518,382	$605,794 ▲	66.4%	20,460	0.6%	ETF
V Visa	$1,504,400	$264,802 ▼	-15.0%	4,295	0.6%	Business Services
QQQM Invesco NASDAQ 100 ETF	$1,453,642	$236,648 ▼	-14.0%	7,537	0.6%	ETF
TSLA Tesla	$1,390,263	$22,018 ▲	1.6%	5,367	0.5%	Auto/Tires/Trucks
JNJ Johnson & Johnson	$1,303,429	$125,075 ▲	10.6%	7,868	0.5%	Medical
PM Philip Morris International	$1,282,071	$544,515 ▲	73.8%	8,076	0.5%	Consumer Staples
MA Mastercard	$1,271,456	$2,739 ▼	-0.2%	2,321	0.5%	Business Services
JCPB JPMorgan Core Plus Bond ETF	$1,235,105	$243,389 ▼	-16.5%	26,256	0.5%	ETF
MGV Vanguard Mega Cap Value ETF	$1,232,746	$421,952 ▲	52.0%	9,606	0.5%	ETF
XLV Health Care Select Sector SPDR Fund	$1,213,650	$346,486 ▲	40.0%	8,312	0.5%	ETF
UNH UnitedHealth Group	$1,203,607	$145,272 ▼	-10.8%	2,295	0.5%	Medical
XLE Energy Select Sector SPDR Fund	$1,200,078	$53,343 ▲	4.7%	12,936	0.5%	ETF
XOM Exxon Mobil	$1,199,385	$98,277 ▲	8.9%	10,105	0.5%	Energy
BAC Bank of America	$1,172,783	$437,962 ▲	59.6%	28,168	0.5%	Finance
FTEC Fidelity MSCI Information Technology Index ETF	$1,156,397	$294,622 ▼	-20.3%	7,171	0.5%	ETF
XLF Financial Select Sector SPDR Fund	$1,136,678	$11,849 ▼	-1.0%	22,831	0.4%	ETF
ADP Automatic Data Processing	$1,111,650	$1,111,650 ▲	New Holding	3,641	0.4%	Business Services
BND Vanguard Total Bond Market ETF	$1,087,407	$845,173 ▲	348.9%	14,805	0.4%	ETF
MGK Vanguard Mega Cap Growth ETF	$1,062,609	$143,221 ▲	15.6%	3,450	0.4%	ETF
XLC Communication Services Select Sector SPDR Fund	$1,058,889	$440,569 ▲	71.3%	10,979	0.4%	ETF
WFC Wells Fargo & Company	$1,004,443	$589,687 ▲	142.2%	14,039	0.4%	Finance
IVW iShares S&P 500 Growth ETF	$979,786	$72,962 ▼	-6.9%	10,555	0.4%	ETF
TXN Texas Instruments	$957,477	$53,532 ▲	5.9%	5,330	0.4%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$937,604	$42,606 ▲	4.8%	3,411	0.4%	ETF
VUG Vanguard Growth ETF	$928,581	$24,816 ▼	-2.6%	2,507	0.4%	ETF
VO Vanguard Mid-Cap ETF	$927,213	$25,088 ▲	2.8%	3,585	0.4%	ETF
PALANTIR TECHNOLOGIES INC	$922,617	$558,323 ▲	153.3%	10,870	0.4%	CL A
IVE iShares S&P 500 Value ETF	$912,115	$288,157 ▲	46.2%	4,786	0.4%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$909,539	$439,436 ▼	-32.6%	17,587	0.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$896,913	$152,931 ▲	20.6%	9,067	0.4%	Finance
CVX Chevron	$889,123	$51,045 ▲	6.1%	5,330	0.4%	Energy
SLV iShares Silver Trust	$877,085	$540,562 ▲	160.6%	28,302	0.3%	ETF
GS The Goldman Sachs Group	$859,895	$389,325 ▲	82.7%	1,577	0.3%	Finance
SMH VanEck Semiconductor ETF	$843,892	$108,467 ▲	14.7%	3,999	0.3%	Manufacturing
RSG Republic Services	$837,998	$837,998 ▲	New Holding	3,459	0.3%	Business Services
TMUS T-Mobile US	$837,751	$400,872 ▲	91.8%	3,141	0.3%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$780,381	$124,388 ▼	-13.7%	9,900	0.3%	ETF
PG Procter & Gamble	$775,278	$282,849 ▲	57.4%	4,550	0.3%	Consumer Staples
XLP Consumer Staples Select Sector SPDR Fund	$772,188	$304,188 ▲	65.0%	9,456	0.3%	ETF
ORCL Oracle	$771,772	$315,471 ▲	69.1%	5,524	0.3%	Computer and Technology
MMC Marsh & McLennan Companies	$767,722	$92,214 ▲	13.7%	3,147	0.3%	Finance
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$755,299	$155,665 ▲	26.0%	8,234	0.3%	ETF
VYM Vanguard High Dividend Yield ETF	$750,021	$302,665 ▲	67.7%	5,816	0.3%	ETF
IVV iShares Core S&P 500 ETF	$746,890	$70,249 ▲	10.4%	1,329	0.3%	ETF
VST Vistra	$727,844	$448,211 ▲	160.3%	6,200	0.3%	Utilities
LLY Eli Lilly and Company	$722,514	$380,227 ▼	-34.5%	876	0.3%	Medical
ARISTA NETWORKS INC	$714,357	$460,147 ▲	181.0%	9,234	0.3%	COM SHS
JEPI JPMorgan Equity Premium Income ETF	$690,214	$289,820 ▲	72.4%	12,091	0.3%	ETF
APPLOVIN CORP	$689,168	$488,183 ▲	242.9%	2,606	0.3%	COM CL A
AXP American Express	$672,189	$340,260 ▲	102.5%	2,501	0.3%	Finance
ACN Accenture	$666,128	$83,305 ▲	14.3%	2,135	0.3%	Computer and Technology
AMAT Applied Materials	$648,285	$42,958 ▼	-6.2%	4,467	0.3%	Computer and Technology
QCOM QUALCOMM	$645,364	$38,080 ▼	-5.6%	4,203	0.3%	Computer and Technology
RTX RTX	$637,899	$323,117 ▲	102.6%	4,821	0.3%	Aerospace
HSY Hershey	$621,539	$84,662 ▼	-12.0%	3,634	0.2%	Consumer Staples
HON Honeywell International	$621,424	$25,822 ▲	4.3%	2,936	0.2%	Multi-Sector Conglomerates
HLNE Hamilton Lane	$604,261	$198,698 ▲	49.0%	4,069	0.2%	Finance
KO Coca-Cola	$601,368	$59,664 ▲	11.0%	8,396	0.2%	Consumer Staples
FTNT Fortinet	$600,300	$600,300 ▲	New Holding	6,231	0.2%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$580,432	$580,432 ▲	New Holding	9,347	0.2%	ETF
ABBV AbbVie	$578,895	$41,335 ▼	-6.7%	2,773	0.2%	Medical
FI Fiserv	$578,591	$315,435 ▲	119.9%	2,623	0.2%	Business Services
PEP PepsiCo	$578,472	$226,593 ▲	64.4%	3,860	0.2%	Consumer Staples
WMB Williams Companies	$574,340	$574,340 ▲	New Holding	9,618	0.2%	Energy
GE GE Aerospace	$568,599	$283,701 ▲	99.6%	2,848	0.2%	Industrials
VOX Vanguard Communication Services ETF	$563,728	$188,750 ▲	50.3%	3,802	0.2%	ETF
VB Vanguard Small-Cap ETF	$548,090	$385,792 ▼	-41.3%	2,472	0.2%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$547,580	$153,244 ▲	38.9%	5,292	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Florida Financial Advisors, LLC Top Holdings and 13F Report (2025)

About Florida Financial Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Florida Financial Advisors, LLC Top Holdings and 13F Report (2025)

About Florida Financial Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFlorida Financial Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools