Institutional investor · Portfolio as of Q4 2024
RAYMOND JAMES FINANCIAL INC manages $270.7B across 4719 positions as of Q4 2024. Top holdings: VOO (5.3%), AGG (2.8%), AAPL (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 4719 new positions, 0 exits, 0 increased. Top move: VOO (NEW, conviction 98). Portfolio: $270.7B across 4719 positions.
Top holdings by portfolio weight
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Best and worst performing positions by estimated return
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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.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Behavioral investing profile