RAYMOND JAMES FINANCIAL INC
Institutional investor · Portfolio as of Q4 2025
SEC EDGAR SourceSEC Filings
RAYMOND JAMES FINANCIAL INC manages $321.4B across 5156 positions as of Q4 2025. Top holdings: VOO (5.7%), AGG (2.6%), MSFT (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Q4 2025 Summary
Active quarter - 374 new positions, 183 exits, 2487 increased. Top move: VOO (INCREASED, conviction 64). Portfolio: $321.4B across 5156 positions.
Top holdings by portfolio weight
VOO5.73%
AGG2.63%
MSFT2.60%
AAPL2.54%
NVDA2.01%
AVGO1.74%
AMZN1.50%
JPM1.45%
GOOGL1.30%
IEFA1.20%
Other1.10%
Portfolio allocation by GICS sector
Unknown42.06%
Technology16.18%
Financial Services8.90%
Industrials6.61%
Healthcare6.56%
Consumer Cyclical5.67%
Communication Services4.39%
Consumer Defensive3.19%
Energy2.44%
Utilities1.71%
Other2.29%
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 Holdings5,156 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | 29.3M | $18.4B | 5.7% | $539.28 | +17.14% | 5 qtrssince 2024-Q4 | Increased 64 | |
ISHARES TR | 84.8M | $8.5B | 2.6% | $93.65 | +6.57% | 5 qtrssince 2024-Q4 | Increased 59 | |
MICROSOFT CORP | 17.3M | $8.3B | 2.6% | $422.89 | +15.27% | 5 qtrssince 2024-Q4 | Increased 55 | |
APPLE INC | 30.1M | $8.2B | 2.5% | $251.11 | +8.65% | 5 qtrssince 2024-Q4 | Increased 55 | |
NVIDIA CORPORATION | 34.6M | $6.4B | 2.0% | $138.36 | +35.55% | 5 qtrssince 2024-Q4 | Increased 55 | |
BROADCOM INC | 16.1M | $5.6B | 1.7% | $233.65 | +49.73% | 5 qtrssince 2024-Q4 | Decreased 0 | |
AMAZON COM INC | 20.9M | $4.8B | 1.5% | $221.43 | +5.01% | 5 qtrssince 2024-Q4 | Increased 50 | |
JPMORGAN CHASE & CO | 14.4M | $4.7B | 1.4% | $233.33 | +37.99% | 5 qtrssince 2024-Q4 | Increased 50 | |
ALPHABET INC | 13.3M | $4.2B | 1.3% | $190.99 | +64.33% | 5 qtrssince 2024-Q4 | Decreased 0 | |
ISHARES TR | 43.1M | $3.9B | 1.2% | $71.04 | +26.51% | 5 qtrssince 2024-Q4 | Increased 58 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer