RAYMOND JAMES FINANCIAL INC
Institutional investor · Portfolio as of Q1 2025
SEC EDGAR SourceSEC Filings
RAYMOND JAMES FINANCIAL INC manages $265.7B across 4807 positions as of Q1 2025. Top holdings: VOO (5.2%), AGG (3.0%), AAPL (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Q1 2025 Summary
Active quarter - 236 new positions, 219 exits, 2288 increased. Top move: VOO (INCREASED, conviction 62). Portfolio: $265.7B across 4807 positions.
Top holdings by portfolio weight
VOO5.16%
AGG3.03%
AAPL2.46%
MSFT2.40%
AMZN1.44%
NVDA1.38%
JPM1.35%
AVGO1.10%
IEFA1.08%
SPY0.98%
Other0.89%
Portfolio allocation by GICS sector
Unknown40.48%
Technology14.65%
Financial Services9.39%
Healthcare7.30%
Industrials6.50%
Consumer Cyclical6.06%
Communication Services4.17%
Consumer Defensive3.77%
Energy3.12%
Utilities1.78%
Other2.77%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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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.
Top Holdings4,807 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | 26.7M | $13.7B | 5.2% | $534.17 | -5.21% | 2 qtrssince 2024-Q4 | Increased 62 | |
ISHARES TR | 81.3M | $8B | 3.0% | $93.08 | +2.32% | 2 qtrssince 2024-Q4 | Increased 61 | |
APPLE INC | 29.4M | $6.5B | 2.5% | $250.83 | -13.51% | 2 qtrssince 2024-Q4 | Decreased 0 | |
MICROSOFT CORP | 17M | $6.4B | 2.4% | $421.72 | -10.66% | 2 qtrssince 2024-Q4 | Decreased 0 | |
AMAZON COM INC | 20.1M | $3.8B | 1.4% | $221.30 | -12.91% | 2 qtrssince 2024-Q4 | Decreased 0 | |
NVIDIA CORPORATION | 33.8M | $3.7B | 1.4% | $137.45 | -20.23% | 2 qtrssince 2024-Q4 | Decreased 0 | |
JPMORGAN CHASE & CO | 14.6M | $3.6B | 1.3% | $233.31 | +2.00% | 2 qtrssince 2024-Q4 | Decreased 0 | |
BROADCOM INC | 17.4M | $2.9B | 1.1% | $233.47 | -28.00% | 2 qtrssince 2024-Q4 | Decreased 0 | |
ISHARES TR | 37.8M | $2.9B | 1.1% | $67.81 | +8.58% | 2 qtrssince 2024-Q4 | Increased 50 | |
STATE STR SPDR S&P 500 ETF T | 4.7M | $2.6B | 1.0% | $581.39 | -5.25% | 2 qtrssince 2024-Q4 | Decreased 0 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer