Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Raymond James Financial Services Advisors, Inc. (CIK 1462284) reported $75.08B across 3,367 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: AAPL ($2.13B, 2.83%), MSFT ($1.76B, 2.34%), IVV ($1.70B, 2.26%), VOO ($1.60B, 2.12%), SPY ($1.25B, 1.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $2.13B | 2.83% | 9.1M | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $1.76B | 2.34% | 4.1M | Trimmed |
| 3 | IVV | ISHARES TR | $1.70B | 2.26% | 2.9M | Added |
| 4 | VOO | VANGUARD INDEX FDS | $1.60B | 2.12% | 3.0M | Trimmed |
| 5 | SPY | SPDR S&P 500 ETF TR | $1.25B | 1.67% | 2.2M | Added |
| 6 | NVDA | NVIDIA CORPORATION | $1.19B | 1.59% | 9.8M | Trimmed |
| 7 | QQQ | INVESCO QQQ TR | $1.12B | 1.50% | 2.3M | Added |
| 8 | AMZN | AMAZON COM INC | $941.3M | 1.25% | 5.1M | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO. | $870.1M | 1.16% | 4.1M | Trimmed |
| 10 | VTV | VANGUARD INDEX FDS | $823.1M | 1.10% | 4.7M | Added |
| 11 | AVGO | BROADCOM INC | $778.1M | 1.04% | 4.5M | Added |
| 12 | VTI | VANGUARD INDEX FDS | $652.4M | 0.87% | 2.3M | Trimmed |
| 13 | HD | HOME DEPOT INC | $643.0M | 0.86% | 1.6M | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $623.9M | 0.83% | 1.4M | Trimmed |
| 15 | WMT | WALMART INC | $619.4M | 0.82% | 7.7M | Trimmed |
| 16 | VO | VANGUARD INDEX FDS | $593.8M | 0.79% | 2.3M | Trimmed |
| 17 | GOOGL | ALPHABET INC | $563.0M | 0.75% | 3.4M | Trimmed |
| 18 | VUG | VANGUARD INDEX FDS | $563.6M | 0.75% | 1.5M | Added |
| 19 | IEFA | ISHARES TR | $555.3M | 0.74% | 7.1M | Added |
| 20 | DGRO | ISHARES TR | $539.9M | 0.72% | 8.6M | Trimmed |
| 21 | VYM | VANGUARD WHITEHALL FDS | $516.1M | 0.69% | 4.0M | Added |
| 22 | UNH | UNITEDHEALTH GROUP INC | $508.5M | 0.68% | 869,710 | Added |
| 23 | AGG | ISHARES TR | $504.6M | 0.67% | 5.0M | Trimmed |
| 24 | SCHD | SCHWAB STRATEGIC TR | $498.0M | 0.66% | 5.9M | Added |
| 25 | ETN | EATON CORP PLC | $480.9M | 0.64% | 1.5M | Trimmed |
Source: SEC Form 13F filings · as of 2024-09-30