How many stocks does RAYMOND JAMES FINANCIAL INC own?

As of Q4 2025, RAYMOND JAMES FINANCIAL INC holds 5,156 positions in their 13F portfolio.

What is RAYMOND JAMES FINANCIAL INC's largest holding?

VOO at 5.7% of portfolio, worth $18.4B.

What is RAYMOND JAMES FINANCIAL INC's total portfolio value?

$321.4B as of Q4 2025, tracked across 5,156 holdings.

Is RAYMOND JAMES FINANCIAL INC a hedge fund?

RAYMOND JAMES FINANCIAL INC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does RAYMOND JAMES FINANCIAL INC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has RAYMOND JAMES FINANCIAL INC's portfolio changed in Q4 2025?

View RAYMOND JAMES FINANCIAL INC's latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

What is RAYMOND JAMES FINANCIAL INC's investment strategy?

RAYMOND JAMES FINANCIAL INC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

RAYMOND JAMES FINANCIAL INC

Institutional investor · Portfolio as of Q4 2025

SEC EDGAR SourceSEC Filings

$321.4B

AUM

5,156

Positions

Q4 2025

Filing

Rating · 2.0

Quarterly Portfolio Change

Activity profile

$ moved · Q4'25

New3%Increased57%Decreased39%Exited2%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 3.6 quarters

<1Q4%1-4Q14%1-2Y82%2Y+0%

Q4 2025 Summary

Active quarter - 374 new positions, 183 exits, 2487 increased. Top move: VOO (INCREASED, conviction 64). Portfolio: $321.4B across 5156 positions.

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%

Other1.10%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown42.06%

Technology16.18%

Financial Services8.90%

Industrials6.61%

Healthcare6.56%

Consumer Cyclical5.67%

Communication Services4.39%

Consumer Defensive3.19%

Energy2.44%

Utilities1.71%

Other2.29%

Fund DNA

Behavioral investing profile

Balanced Allocator95%- primarily Unknown, Technology

Compare DNA across all funds

Fund Rating

7-dimension quality assessment

Below Average(2.0 / 5.0)

Track Record59

Conviction44

Concentration0

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

AGL1Q held

AGILON HEALTH INC

Avg $0.71 · $4.1M est. P&L

Est. P&L

+161x

AGL1Q held

AGILON HEALTH INC

Avg $0.71 · $4.1M est. P&L

Est. P&L

+161x

XLO5Q held

XILIO THERAPEUTICS INC

Avg $0.97 · $152,527 est. P&L

Est. P&L

+838.14%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

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

Holdings5,156 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VOO ETF VANGUARD INDEX FDS	29.3M	$18.4B	5.7%	—	$539.28	+17.14%	5 qtrssince 2024-Q4	Increased 64
AGG ETF ISHARES TR	84.8M	$8.5B	2.6%	—	$93.65	+6.57%	5 qtrssince 2024-Q4	Increased 59
MSFT MICROSOFT CORP	17.3M	$8.3B	2.6%	—	$422.89	+15.27%	5 qtrssince 2024-Q4	Increased 55
AAPL APPLE INC	30.1M	$8.2B	2.5%	—	$251.11	+8.65%	5 qtrssince 2024-Q4	Increased 55
NVDA NVIDIA CORPORATION	34.6M	$6.4B	2.0%	—	$138.36	+35.55%	5 qtrssince 2024-Q4	Increased 55
AVGO BROADCOM INC	16.1M	$5.6B	1.7%	—	$233.65	+49.73%	5 qtrssince 2024-Q4	Decreased 0
AMZN AMAZON COM INC	20.9M	$4.8B	1.5%	—	$221.43	+5.01%	5 qtrssince 2024-Q4	Increased 50
JPM JPMORGAN CHASE & CO	14.4M	$4.7B	1.4%	—	$233.33	+37.99%	5 qtrssince 2024-Q4	Increased 50
GOOGL ALPHABET INC	13.3M	$4.2B	1.3%	—	$190.99	+64.33%	5 qtrssince 2024-Q4	Decreased 0
IEFA ETF ISHARES TR	43.1M	$3.9B	1.2%	—	$71.04	+26.51%	5 qtrssince 2024-Q4	Increased 58
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	5.2M	$3.5B	1.1%	—	$592.54	+15.94%	5 qtrssince 2024-Q4	Increased 56
IVV ETF iShares Trust CORE S&P500 ETF	4.4M	$3B	0.9%	—	$591.56	+16.63%	5 qtrssince 2024-Q4	Increased 49
WMT WALMART INC	24.7M	$2.8B	0.9%	—	$89.77	+24.68%	5 qtrssince 2024-Q4	Decreased 0
META META PLATFORMS INC	3.7M	$2.4B	0.8%	—	$597.26	+11.50%	5 qtrssince 2024-Q4	Decreased 0
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	3.9M	$2.4B	0.7%	—	$520.53	+19.00%	5 qtrssince 2024-Q4	Decreased 0
IJH ETF ISHARES TR	35.8M	$2.4B	0.7%	—	$61.11	+9.14%	5 qtrssince 2024-Q4	Decreased 0
GOOG ALPHABET INC	7.5M	$2.4B	0.7%	—	$192.79	+63.16%	5 qtrssince 2024-Q4	Decreased 0
BRK/B BERKSHIRE HATHAWAY INC DEL	4.3M	$2.2B	0.7%	—	$456.95	+10.23%	5 qtrssince 2024-Q4	Increased 48
ABBV ABBVIE INC	9.4M	$2.1B	0.7%	—	$172.69	+31.97%	5 qtrssince 2024-Q4	Decreased 0
JNJ JOHNSON & JOHNSON	10.4M	$2.1B	0.7%	—	$143.70	+43.99%	5 qtrssince 2024-Q4	Increased 46
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