RAYMOND JAMES FINANCIAL INC
Institutional investor · Portfolio as of Q2 2025
SEC EDGAR SourceSEC Filings
RAYMOND JAMES FINANCIAL INC manages $290.5B across 7001 positions as of Q2 2025. Top holdings: VOO (5.6%), MSFT (2.9%), AGG (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Q2 2025 Summary
Active quarter - 2224 new positions, 56 exits, 2397 increased. Top move: VOO (INCREASED, conviction 66). Portfolio: $290.5B across 7001 positions.
Top holdings by portfolio weight
VOO5.57%
MSFT2.91%
AGG2.64%
AAPL2.06%
NVDA1.88%
AVGO1.66%
AMZN1.57%
JPM1.45%
IEFA1.12%
SPY0.99%
Other0.95%
Portfolio allocation by GICS sector
Unknown40.15%
Technology16.41%
Financial Services9.25%
Industrials6.90%
Healthcare6.27%
Consumer Cyclical6.18%
Communication Services4.35%
Consumer Defensive3.57%
Energy2.57%
Utilities1.85%
Other2.49%
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 Holdings7,001 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | 28.5M | $16.2B | 5.6% | $535.96 | +4.86% | 3 qtrssince 2024-Q4 | Increased 66 | |
MICROSOFT CORP | 17M | $8.5B | 2.9% | $421.72 | +17.19% | 3 qtrssince 2024-Q4 | Decreased 0 | |
ISHARES TR | 77.3M | $7.7B | 2.6% | $93.08 | +3.40% | 3 qtrssince 2024-Q4 | Decreased 0 | |
APPLE INC | 29.2M | $6B | 2.1% | $250.83 | -20.08% | 3 qtrssince 2024-Q4 | Decreased 0 | |
NVIDIA CORPORATION | 34.6M | $5.5B | 1.9% | $137.92 | +14.36% | 3 qtrssince 2024-Q4 | Increased 51 | |
BROADCOM INC | 17.5M | $4.8B | 1.7% | $233.65 | +14.86% | 3 qtrssince 2024-Q4 | Increased 50 | |
AMAZON COM INC | 20.7M | $4.5B | 1.6% | $221.36 | +0.88% | 3 qtrssince 2024-Q4 | Increased 52 | |
JPMORGAN CHASE & CO | 14.5M | $4.2B | 1.4% | $233.31 | +21.33% | 3 qtrssince 2024-Q4 | Decreased 0 | |
ISHARES TR | 38.9M | $3.2B | 1.1% | $68.21 | +19.83% | 3 qtrssince 2024-Q4 | Increased 52 | |
STATE STR SPDR S&P 500 ETF T | 4.7M | $2.9B | 1.0% | $581.39 | +5.16% | 3 qtrssince 2024-Q4 | Decreased 0 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer