Florida Financial Advisors, LLC Top Holdings and 13F Report (2026)

About Florida Financial Advisors, LLC

Investment Activity

Florida Financial Advisors, LLC has $418.01 million in total holdings as of March 31, 2026.
Florida Financial Advisors, LLC owns shares of 317 different stocks, but just 115 companies or ETFs make up 80% of its holdings.
Approximately 21.91% of the portfolio was purchased this quarter.
About 8.88% of the portfolio was sold this quarter.
This quarter, Florida Financial Advisors, LLC has purchased 277 new stocks and bought additional shares in 179 stocks.
Florida Financial Advisors, LLC sold shares of 64 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $16,908,492
Invesco QQQ: $12,840,812
JPMorgan BetaBuilders U.S. Equity ETF: $12,003,720
NVIDIA: $11,325,884
Alphabet: $11,006,873

Largest New Holdings this Quarter

80004C200 - SANDISK CORP: $2,746,571 Holding
G06973112 - AURA MINERALS INC: $2,406,220 Holding
462222100 - Ionis Pharmaceuticals: $1,943,783 Holding
29275Y102 - Enersys: $1,924,855 Holding
84265V105 - Southern Copper: $1,864,889 Holding

Largest Purchases this Quarter

Johnson & Johnson: 17,034 shares (about $4.16M)
Caterpillar: 5,093 shares (about $3.61M)
SANDISK CORP: 4,323 shares (about $2.75M)
Alphabet: 8,824 shares (about $2.54M)
AURA MINERALS INC: 29,486 shares (about $2.41M)

Largest Sales this Quarter

Gilead Sciences: 24,227 shares (about $3.38M)
JPMorgan Chase & Co.: 9,603 shares (about $2.83M)
PALANTIR TECHNOLOGIES INC: 17,390 shares (about $2.54M)
Meta Platforms: 3,348 shares (about $1.92M)
GE VERNOVA INC: 1,711 shares (about $1.49M)

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	$16,908,492	$1,058,947 â–²	6.7%	28,294	4.0%	ETF
QQQ Invesco QQQ	$12,840,812	$135,081 â–¼	-1.0%	22,244	3.1%	Finance
BBUS JPMorgan BetaBuilders U.S. Equity ETF	$12,003,720	$586,951 â–²	5.1%	102,439	2.9%	ETF
NVDA NVIDIA	$11,325,884	$178,943 â–¼	-1.6%	64,939	2.7%	Computer and Technology
GOOGL Alphabet	$11,006,873	$2,537,681 â–²	30.0%	38,273	2.6%	Computer and Technology
VTV Vanguard Value ETF	$8,692,945	$806,784 â–²	10.2%	44,306	2.1%	ETF
MSFT Microsoft	$7,435,314	$176,229 â–¼	-2.3%	20,083	1.8%	Computer and Technology
AVGO Broadcom	$7,068,013	$9,597 â–²	0.1%	22,831	1.7%	Computer and Technology
MGC Vanguard Mega Cap ETF	$6,949,181	$812,018 â–¼	-10.5%	29,405	1.7%	ETF
AAPL Apple	$6,798,628	$118,023 â–²	1.8%	26,786	1.6%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$6,730,283	$213,329 â–¼	-3.1%	10,348	1.6%	Finance
XLK Technology Select Sector SPDR Fund	$6,505,431	$1,190,985 â–¼	-15.5%	48,947	1.6%	ETF
JNJ Johnson & Johnson	$5,957,888	$4,164,068 â–²	232.1%	24,372	1.4%	Medical
SCHV Schwab U.S. Large-Cap Value ETF	$5,323,909	$488,154 â–¼	-8.4%	174,554	1.3%	ETF
SCHD Schwab US Dividend Equity ETF	$4,808,345	$1,199,141 â–²	33.2%	156,724	1.2%	ETF
WALMART INC	$4,514,719	$400,847 â–¼	-8.2%	36,323	1.1%	COM
CAT Caterpillar	$4,185,001	$3,608,908 â–²	626.4%	5,906	1.0%	Industrials
QQQM Invesco NASDAQ 100 ETF	$4,149,542	$1,723,411 â–²	71.0%	17,461	1.0%	ETF
NFLX Netflix	$3,917,593	$384,115 â–²	10.9%	40,745	0.9%	Consumer Discretionary
MU Micron Technology	$3,871,049	$708,189 â–²	22.4%	11,457	0.9%	Computer and Technology
AMZN Amazon.com	$3,777,113	$250,128 â–²	7.1%	18,136	0.9%	Retail/Wholesale
STX Seagate Technology	$3,506,807	$658,653 â–²	23.1%	8,950	0.8%	Computer and Technology
SPYG SPDR Portfolio S&P 500 Growth ETF	$3,396,147	$1,195,300 â–²	54.3%	34,686	0.8%	ETF
WDC Western Digital	$3,369,184	$703,863 â–²	26.4%	12,455	0.8%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$3,367,668	$2,139,236 â–²	174.1%	54,974	0.8%	ETF
SPMO Invesco S&P 500 Momentum ETF	$3,278,243	$219,506 â–²	7.2%	29,242	0.8%	ETF
IWY iShares Russell Top 200 Growth ETF	$3,267,691	$51,761 â–²	1.6%	13,131	0.8%	ETF
CAH Cardinal Health	$3,213,048	$558,580 â–²	21.0%	15,203	0.8%	Medical
GLD SPDR Gold Shares	$3,120,152	$22,376 â–¼	-0.7%	7,251	0.7%	Finance
LBRT Liberty Energy	$3,076,417	$778 â–²	0.0%	106,820	0.7%	Energy
ORCL Oracle	$3,075,577	$617,970 â–²	25.1%	20,903	0.7%	Computer and Technology
SPYV SPDR Portfolio S&P 500 Value ETF	$3,014,684	$605,687 â–²	25.1%	53,282	0.7%	ETF
NEM Newmont	$3,011,465	$683,061 â–²	29.3%	27,815	0.7%	Basic Materials
LITE Lumentum	$2,934,034	$890,400 â–¼	-23.3%	4,175	0.7%	Computer and Technology
SMH VanEck Semiconductor ETF	$2,886,228	$101,601 â–²	3.6%	7,528	0.7%	Manufacturing
LAM RESEARCH CORP	$2,848,654	$417,757 â–²	17.2%	13,331	0.7%	COM NEW
META Meta Platforms	$2,842,733	$1,916,141 â–¼	-40.3%	4,967	0.7%	Computer and Technology
MGV Vanguard Mega Cap Value ETF	$2,824,211	$475,123 â–²	20.2%	19,485	0.7%	ETF
GS The Goldman Sachs Group	$2,801,212	$494,531 â–²	21.4%	3,308	0.7%	Finance
SANDISK CORP	$2,746,571	$2,746,571 â–²	New Holding	4,323	0.7%	COM
APH Amphenol	$2,681,524	$2,255,705 â–²	529.7%	21,222	0.6%	Computer and Technology
TPR Tapestry	$2,621,152	$505,995 â–²	23.9%	18,571	0.6%	Retail/Wholesale
CIEN Ciena	$2,620,167	$493,441 â–²	23.2%	6,749	0.6%	Computer and Technology
AMD Advanced Micro Devices	$2,538,236	$472,372 â–²	22.9%	12,477	0.6%	Computer and Technology
TTMI TTM Technologies	$2,458,005	$759,681 â–¼	-23.6%	25,231	0.6%	Computer and Technology
IAU iShares Gold Trust	$2,446,262	$1,547,824 â–²	172.3%	27,748	0.6%	Finance
AURA MINERALS INC	$2,406,220	$2,406,220 â–²	New Holding	29,486	0.6%	SHS NEW
ROCKET LAB CORP	$2,403,687	$360,723 â–²	17.7%	37,429	0.6%	COM
XLU Utilities Select Sector SPDR Fund	$2,319,024	$215,597 â–²	10.2%	50,533	0.6%	ETF
SLV iShares Silver Trust	$2,301,922	$632,139 â–¼	-21.5%	33,782	0.6%	ETF
BE Bloom Energy	$2,268,633	$488,845 â–²	27.5%	16,744	0.5%	Energy
RTX RTX	$2,213,522	$418,086 â–²	23.3%	11,473	0.5%	Aerospace
NI NiSource	$2,212,286	$352,073 â–²	18.9%	47,416	0.5%	Utilities
IESC IES	$2,166,980	$340,675 â–²	18.7%	4,548	0.5%	Computer and Technology
TSLA Tesla	$2,148,903	$57,988 â–²	2.8%	5,781	0.5%	Auto/Tires/Trucks
IBKR Interactive Brokers Group	$2,091,992	$377,240 â–²	22.0%	31,188	0.5%	Finance
NFG National Fuel Gas	$2,051,580	$341,867 â–²	20.0%	21,832	0.5%	Energy
HWM Howmet Aerospace	$2,026,723	$342,743 â–²	20.4%	8,793	0.5%	Aerospace
JPM JPMorgan Chase & Co.	$2,011,370	$2,826,337 â–¼	-58.4%	6,834	0.5%	Finance
SECT Main Sector Rotation ETF	$1,990,189	$422,798 â–²	27.0%	32,955	0.5%	ETF
IONS Ionis Pharmaceuticals	$1,943,783	$1,943,783 â–²	New Holding	25,886	0.5%	Medical
ENS Enersys	$1,924,855	$1,924,855 â–²	New Holding	11,079	0.5%	Industrials
CVX Chevron	$1,881,209	$173,013 â–²	10.1%	9,090	0.5%	Energy
PL Planet Labs PBC	$1,877,819	$354,042 â–²	23.2%	67,185	0.4%	Computer and Technology
SCCO Southern Copper	$1,864,889	$1,864,889 â–²	New Holding	10,839	0.4%	Basic Materials
BRK.B Berkshire Hathaway	$1,828,992	$74,751 â–²	4.3%	3,817	0.4%	Finance
INDIVIOR PHARMACEUTICALS INC	$1,788,782	$1,788,782 â–²	New Holding	58,687	0.4%	COM
VTI Vanguard Total Stock Market ETF	$1,785,689	$161,023 â–²	9.9%	5,567	0.4%	ETF
GE GE Aerospace	$1,777,022	$232,205 â–²	15.0%	6,260	0.4%	Aerospace
GLW Corning	$1,765,684	$212,415 â–²	13.7%	12,984	0.4%	Computer and Technology
BAC Bank of America	$1,694,302	$290,095 â–²	20.7%	34,751	0.4%	Finance
HL Hecla Mining	$1,669,243	$1,669,243 â–²	New Holding	89,598	0.4%	Basic Materials
VRSN VeriSign	$1,635,729	$301,358 â–²	22.6%	6,584	0.4%	Computer and Technology
V Visa	$1,596,020	$63,502 â–¼	-3.8%	5,278	0.4%	Business Services
VST Vistra	$1,582,062	$126,174 â–²	8.7%	10,520	0.4%	Utilities
GOOG Alphabet	$1,581,104	$786,105 â–²	98.9%	5,511	0.4%	Computer and Technology
AXP American Express	$1,576,372	$228,828 â–²	17.0%	5,208	0.4%	Finance
KTOS Kratos Defense & Security Solutions	$1,565,890	$244,106 â–²	18.5%	22,208	0.4%	Aerospace
XOM ExxonMobil	$1,559,131	$70,098 â–²	4.7%	9,186	0.4%	Energy
HII Huntington Ingalls Industries	$1,542,013	$1,542,013 â–²	New Holding	4,058	0.4%	Aerospace
AMAT Applied Materials	$1,516,677	$120,664 â–²	8.6%	4,437	0.4%	Computer and Technology
HD Home Depot	$1,471,624	$72,758 â–²	5.2%	4,470	0.4%	Retail/Wholesale
SGOV iShares 0-3 Month Treasury Bond ETF	$1,445,317	$1,445,317 â–²	New Holding	14,358	0.3%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$1,397,677	$86,145 â–²	6.6%	6,717	0.3%	ETF
ATO Atmos Energy	$1,390,344	$199,756 â–²	16.8%	7,524	0.3%	Utilities
LLY Eli Lilly and Company	$1,375,937	$96,702 â–²	7.6%	1,494	0.3%	Medical
XLP Consumer Staples Select Sector SPDR Fund	$1,362,542	$696,848 â–²	104.7%	16,620	0.3%	ETF
MGK Vanguard Mega Cap Growth ETF	$1,354,379	$198,157 â–¼	-12.8%	3,684	0.3%	ETF
COST Costco Wholesale	$1,354,283	$79,781 â–²	6.3%	1,358	0.3%	Retail/Wholesale
WFC Wells Fargo & Company	$1,338,666	$216,317 â–²	19.3%	16,814	0.3%	Finance
ROL Rollins	$1,336,177	$184,525 â–²	16.0%	25,011	0.3%	Construction
JQUA JPMorgan U.S. Quality Factor ETF	$1,282,766	$254,603 â–²	24.8%	20,919	0.3%	ETF
STRL Sterling Infrastructure	$1,226,701	$196,712 â–²	19.1%	3,012	0.3%	Construction
VSAT Viasat	$1,177,747	$254,602 â–²	27.6%	25,715	0.3%	Computer and Technology
PPA Invesco Aerospace & Defense ETF	$1,175,642	$495,182 â–²	72.8%	7,094	0.3%	ETF
GLDM SPDR Gold MiniShares Trust	$1,161,500	$285,856 â–²	32.6%	12,531	0.3%	Finance
NET Cloudflare	$1,157,769	$211,498 â–²	22.4%	5,611	0.3%	Computer and Technology
AMERICAN HEALTHCARE REIT INC	$1,145,045	$223,330 â–²	24.2%	24,277	0.3%	COM SHS
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$1,143,978	$114,538 â–²	11.1%	13,024	0.3%	Manufacturing
XLC Communication Services Select Sector SPDR Fund	$1,141,889	$717,616 â–¼	-38.6%	10,300	0.3%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Florida Financial Advisors, LLC Top Holdings and 13F Report (2026)

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Florida Financial Advisors, LLC Top Holdings and 13F Report (2026)

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