RAYMOND JAMES FINANCIAL INC
Institutional investor · Portfolio as of Q3 2025
SEC EDGAR SourceSEC Filings
RAYMOND JAMES FINANCIAL INC manages $311.1B across 4957 positions as of Q3 2025. Top holdings: VOO (5.6%), MSFT (2.8%), AGG (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Q3 2025 Summary
Active quarter - 80 new positions, 2121 exits, 2676 increased. Top move: AGG (INCREASED, conviction 56). Portfolio: $311.1B across 4957 positions.
Top holdings by portfolio weight
VOO5.58%
MSFT2.85%
AGG2.55%
AAPL2.44%
NVDA2.05%
AVGO1.73%
AMZN1.47%
JPM1.46%
IEFA1.05%
GOOGL1.04%
Other0.99%
Portfolio allocation by GICS sector
Unknown40.37%
Technology16.77%
Financial Services8.89%
Industrials6.90%
Healthcare6.27%
Consumer Cyclical6.12%
Communication Services4.54%
Consumer Defensive3.29%
Energy2.56%
Utilities1.86%
Other2.45%
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 Holdings4,957 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | 28.3M | $17.3B | 5.6% | $535.96 | +13.52% | 4 qtrssince 2024-Q4 | Decreased 0 | |
MICROSOFT CORP | 17.1M | $8.9B | 2.8% | $422.32 | +21.62% | 4 qtrssince 2024-Q4 | Increased 55 | |
ISHARES TR | 79.2M | $7.9B | 2.6% | $93.22 | +5.82% | 4 qtrssince 2024-Q4 | Increased 56 | |
APPLE INC | 29.8M | $7.6B | 2.4% | $250.89 | +1.22% | 4 qtrssince 2024-Q4 | Increased 56 | |
NVIDIA CORPORATION | 34.2M | $6.4B | 2.1% | $137.92 | +31.85% | 4 qtrssince 2024-Q4 | Decreased 0 | |
BROADCOM INC | 16.3M | $5.4B | 1.7% | $233.65 | +40.07% | 4 qtrssince 2024-Q4 | Decreased 0 | |
AMAZON COM INC | 20.8M | $4.6B | 1.5% | $221.36 | +0.37% | 4 qtrssince 2024-Q4 | Increased 50 | |
JPMORGAN CHASE & CO | 14.4M | $4.6B | 1.5% | $233.31 | +34.05% | 4 qtrssince 2024-Q4 | Decreased 0 | |
ISHARES TR | 37.5M | $3.3B | 1.1% | $68.21 | +25.00% | 4 qtrssince 2024-Q4 | Decreased 0 | |
ALPHABET INC | 13.4M | $3.2B | 1.0% | $190.99 | +27.70% | 4 qtrssince 2024-Q4 | Increased 51 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer