RAYMOND JAMES FINANCIAL INC
Institutional investor · Portfolio as of Q4 2024
Top Holdings4,789 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | 26.4M | $14.2B | 5.3% | $534.42 | 0.00% | 1 qtr | New 98 |
ISHARES TR | 77.9M | $7.5B | 2.8% | $91.03 | 0.00% | 1 qtr | New 83 |
APPLE INC | 29.8M | $7.5B | 2.8% | $248.62 | 0.00% | 1 qtr | New 83 |
MICROSOFT CORP | 17.1M | $7.2B | 2.7% | $415.78 | 0.00% | 1 qtr | New 83 |
NVIDIA CORP | 36.1M | $4.9B | 1.8% | $137.45 | 0.00% | 1 qtr | New 73 |
AMAZON.COM INC | 20.4M | $4.5B | 1.7% | $221.30 | 0.00% | 1 qtr | New 73 |
BROADCOM INC | 18.5M | $4.3B | 1.6% | $228.92 | 0.00% | 1 qtr | New 73 |
JPMORGAN CHASE & CO | 14.7M | $3.5B | 1.3% | $233.31 | 0.00% | 1 qtr | New 73 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 5.1M | $3B | 1.1% | $581.39 | 0.00% | 1 qtr | New 73 |
ISHARES CORE MSCI EAFE ETF | 37.5M | $2.6B | 1.0% | $67.77 | 0.00% | 1 qtr | New 62 |
ALPHABET INC-CL A | 13.2M | $2.5B | 0.9% | $190.49 | 0.00% | 1 qtr | New 62 |
ISHARES CORE S&P 500 ETF | 4.1M | $2.4B | 0.9% | $583.48 | 0.00% | 1 qtr | New 62 |
WALMART INC | 25.5M | $2.3B | 0.9% | $88.93 | 0.00% | 1 qtr | New 62 |
META PLATFORMS INC-CLASS A | 3.8M | $2.2B | 0.8% | $589.38 | 0.00% | 1 qtr | New 62 |
ISHARES CORE S&P MIDCAP ETF | 35.6M | $2.2B | 0.8% | $61.30 | 0.00% | 1 qtr | New 62 |
HOME DEPOT INC | 5.7M | $2.2B | 0.8% | $379.96 | 0.00% | 1 qtr | New 62 |
VISA INC-CLASS A SHARES | 6.2M | $2B | 0.7% | $311.94 | 0.00% | 1 qtr | New 62 |
UNITEDHEALTH GROUP INC | 3.8M | $1.9B | 0.7% | $495.60 | 0.00% | 1 qtr | New 62 |
EATON CORP PLC | 5.8M | $1.9B | 0.7% | $324.93 | 0.00% | 1 qtr | New 62 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 3.6M | $1.8B | 0.7% | $513.01 | 0.00% | 1 qtr | New 62 |
RAYMOND JAMES FINANCIAL INC manages $270.8B across 4789 positions as of Q4 2024. Top holdings: VOO (5.3%), AGG (2.8%), AAPL (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 4722 new positions, 0 exits, 0 increased. Top move: VOO (NEW, conviction 98). Portfolio: $270.8B across 4789 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR