RAYMOND JAMES FINANCIAL INC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$321.2B

Total Positions

5,060

New This Quarter

380

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

VOO5.73%

AGG2.63%

MSFT2.60%

AAPL2.54%

NVDA2.01%

AVGO1.74%

AMZN1.50%

JPM1.45%

GOOGL1.30%

IEFA1.20%

Other10.78%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

SATS5Q held

EchoStar Corp

Avg $23.01 · $6.3M est. P&L

Est. P&L

+374.58%

PL5Q held

PLANET LABS PBC C

Avg $4.20 · $1.7M est. P&L

Est. P&L

+369.76%

SBSW5Q held

SIBANYE STILLWATER LTD S

Avg $3.24 · $3.4M est. P&L

Est. P&L

+350.62%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 5001 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VOO VANGUARD INDEX FDS	29.3M	$18.4B	5.7%	—	$539.28	+17.14%	5 qtrs	Increased 64
AGG ISHARES TR	84.8M	$8.5B	2.6%	—	$93.65	+6.57%	5 qtrs	Increased 59
MSFT Microsoft Corp	17.3M	$8.3B	2.6%	—	$422.89	+15.27%	5 qtrs	Increased 55
AAPL Apple Inc	30.1M	$8.2B	2.5%	—	$251.11	+8.65%	5 qtrs	Increased 55
NVDA NVIDIA Corp	34.6M	$6.4B	2.0%	—	$138.36	+35.55%	5 qtrs	Increased 55
AVGO Broadcom Inc	16.1M	$5.6B	1.7%	—	$233.65	+49.73%	5 qtrs	Decreased 0
AMZN Amazon.com Inc	20.9M	$4.8B	1.5%	—	$221.43	+5.01%	5 qtrs	Increased 50
JPM JPMORGAN CHASE & CO.	14.4M	$4.7B	1.4%	—	$233.33	+37.99%	5 qtrs	Increased 50
GOOGL Alphabet Inc	13.3M	$4.2B	1.3%	—	$190.99	+64.33%	5 qtrs	Decreased 0
IEFA ISHARES TR	43.1M	$3.9B	1.2%	—	$71.04	+26.51%	5 qtrs	Increased 58
SPY SPDR S&P 500 ETF TR	5.2M	$3.5B	1.1%	—	$592.54	+15.94%	5 qtrs	Increased 56
IVV ISHARES TR	4.4M	$3B	0.9%	—	$591.56	+16.63%	5 qtrs	Increased 49
WMT Walmart Inc	24.7M	$2.8B	0.9%	—	$89.77	+24.68%	5 qtrs	Decreased 0
META Meta Platforms Inc	3.7M	$2.4B	0.8%	—	$597.26	+11.50%	5 qtrs	Decreased 0
QQQ INVESCO QQQ TR	3.9M	$2.4B	0.7%	—	$520.53	+19.00%	5 qtrs	Decreased 0
IJH ISHARES TR	35.8M	$2.4B	0.7%	—	$61.11	+9.14%	5 qtrs	Decreased 0
GOOG Alphabet Inc	7.5M	$2.4B	0.7%	—	$192.79	+63.16%	5 qtrs	Decreased 0
BRK/B Berkshire Hathaway Inc	4.3M	$2.2B	0.7%	—	—	—	5 qtrs	Increased 48
ABBV AbbVie Inc	9.4M	$2.1B	0.7%	—	$172.69	+31.97%	5 qtrs	Decreased 0
JNJ Johnson & Johnson	10.4M	$2.1B	0.7%	—	$143.70	+43.99%	5 qtrs	Increased 46
VO VANGUARD INDEX FDS	7.1M	$2.1B	0.6%	—	$263.41	+11.20%	5 qtrs	Increased 48
HD Home Depot Inc/The	5.7M	$2B	0.6%	—	$379.79	-8.81%	5 qtrs	Increased 46
V Visa Inc	5.5M	$1.9B	0.6%	—	$312.44	+12.95%	5 qtrs	Decreased 0
ETN Eaton Corp PLC	5.3M	$1.7B	0.5%	—	$329.71	-2.68%	5 qtrs	Decreased 0
IJR ISHARES TR	14.1M	$1.7B	0.5%	—	$113.47	+7.24%	5 qtrs	Increased 46
Showing 25 of 5,001 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

FTAIFTAI AVIATION LTD

Q1 2025 → Q4 2025+278,799 shares+$61.9M

XAGDXABRDN GLOBAL DYNAMIC DIVIDEN

Q1 2025 → Q4 2025+403,833 shares+$5M

JEPIJ P MORGAN EXCHANGE TRADED F

Q1 2025 → Q4 2025+2.5M shares+$141.3M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer