RAYMOND JAMES FINANCIAL INC
Institutional investor · Portfolio as of Q4 2024
Top Holdings4,789 positions
VANGUARD INDEX FDS | 26.4M | $14.2B | 5.3% | $527.69 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 77.9M | $7.5B | 2.8% | $91.03 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 29.8M | $7.5B | 2.8% | $248.62 | 0.00% | 1 qtr | First report 0 |
MICROSOFT CORP | 17.1M | $7.2B | 2.7% | $415.78 | 0.00% | 1 qtr | First report 0 |
NVIDIA CORPORATION | 36.1M | $4.9B | 1.8% | $133.94 | 0.00% | 1 qtr | First report 0 |
AMAZON COM INC | 20.4M | $4.5B | 1.7% | $221.30 | 0.00% | 1 qtr | First report 0 |
BROADCOM INC | 18.5M | $4.3B | 1.6% | $228.92 | 0.00% | 1 qtr | First report 0 |
JPMORGAN CHASE & CO | 14.7M | $3.5B | 1.3% | $231.45 | 0.00% | 1 qtr | First report 0 |
STATE STR SPDR S&P 500 ETF T | 5.1M | $3B | 1.1% | $574.79 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 37.5M | $2.6B | 1.0% | $67.77 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC | 13.2M | $2.5B | 0.9% | $188.20 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 4.1M | $2.4B | 0.9% | $576.45 | 0.00% | 1 qtr | First report 0 |
WALMART INC | 25.5M | $2.3B | 0.9% | $88.93 | 0.00% | 1 qtr | First report 0 |
META PLATFORMS INC | 3.8M | $2.2B | 0.8% | $582.17 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 35.6M | $2.2B | 0.8% | $60.96 | 0.00% | 1 qtr | First report 0 |
HOME DEPOT INC | 5.7M | $2.2B | 0.8% | $371.46 | 0.00% | 1 qtr | First report 0 |
VISA INC | 6.2M | $2B | 0.7% | $311.94 | 0.00% | 1 qtr | First report 0 |
UNITEDHEALTH GROUP INC | 3.8M | $1.9B | 0.7% | $484.13 | 0.00% | 1 qtr | First report 0 |
EATON CORP PLC | 5.8M | $1.9B | 0.7% | $324.93 | 0.00% | 1 qtr | First report 0 |
INVESCO QQQ TR | 3.6M | $1.8B | 0.7% | $513.01 | 0.00% | 1 qtr | First report 0 |
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: 1.5/5.0.
First quarter we have for this fund: 4789 positions, nothing earlier to compare. No standout high-conviction moves this quarter. 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