Institutional investor · Portfolio as of Q2 2025
Quarterly Portfolio Change
RAYMOND JAMES FINANCIAL INC manages $290.4B across 6904 positions as of Q2 2025. Top holdings: VOO (5.6%), MSFT (2.9%), AGG (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 2224 new positions, 56 exits, 2397 increased. Top move: VOO (INCREASED, conviction 66). Portfolio: $290.4B across 6904 positions.
Top holdings by portfolio weight
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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
Portfolio allocation by GICS sector
Behavioral investing profile