RAYMOND JAMES FINANCIAL INC
Institutional investor · Portfolio as of Q2 2025
RAYMOND JAMES FINANCIAL INC manages $290.5B across 7001 positions as of Q2 2025. Top holdings: VOO (5.6%), MSFT (2.9%), AGG (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 2224 new positions, 56 exits, 2397 increased. Top move: VOO (INCREASED, conviction 66). Portfolio: $290.5B across 7001 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings7,001 positions
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer