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CIK: 0002050972
Total reported value
$591.8M
$591.8M
194 檔
9.6%
As reported in its official Q4 2024 Form 13F filing, Florida Financial Advisors, LLC's tracked investment portfolio stood at $591.8M with 194 total positions.
During Q4 2024, Florida Financial Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.96% | -0.59% | +27.71% | |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 5.55% | -0.49% | +1.27% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.12% | -0.35% | +8.56% | |
| 4 | MGC | Vanguard Mega Cap ETF | ETF-Other | 3.89% | -0.41% | -7.91% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 3.88% | -0.08% | -14.37% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.54% | -0.34% | +4.30% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.26% | -0.59% | -26.78% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.03% | -0.31% | +22.82% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.95% | -0.32% | +179.85% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.88% | -0.40% | +4.09% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.68% | -0.36% | +27.85% | |
| 12 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.88% | -0.12% | +5.46% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.78% | -0.18% | +29.28% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.59% | -0.30% | +32.00% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.42% | -0.29% | +253.48% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | +0.19% | +16.19% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | -0.27% | +9.25% | |
| 18 | SECT | Main Sector Rotation ETF | ETF-Other | 1.03% | -0.12% | -9.64% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.02% | +16.76% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | -0.17% | +14.25% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | -0.09% | +1.77% | |
| 22 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.86% | -0.11% | +19.72% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | -0.09% | +1.86% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.78% | +0.02% | +19.97% | |
| 25 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.74% | -0.04% | -2.77% | |
| 26 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.74% | -0.11% | +31.37% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.11% | +13.00% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | -1.01% | +33.57% | |
| 29 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.66% | -0.06% | -4.69% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.04% | -3.10% | |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.65% | -0.02% | +37.84% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.22% | +26.33% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | +0.02% | -14.04% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.55% | -0.09% | +7.24% | |
| 35 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.52% | +0.03% | +32.53% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | +0.03% | NEW | |
| 37 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.51% | -0.04% | +25.64% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.50% | -0.79% | +24.21% | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.50% | — | +4.18% | |
| 40 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.49% | -0.02% | +30.69% | |
| 41 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.48% | -0.04% | +23.50% | |
| 42 | XLE | Ss Energy Select Sector | ETF-Other | 0.47% | -0.47% | +5.51% | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | -0.03% | +12.21% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | -0.04% | +76.39% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.09% | +4.36% | |
| 46 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.46% | -0.04% | +19.50% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.12% | -0.62% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.45% | -0.02% | +67.74% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.15% | -6.25% | |
| 50 | JBL | Jabil Inc | Stock-Tech | 0.42% | +0.04% | NEW |
According to official SEC Form 13F filings, Florida Financial Advisors, LLC reported a total U.S. public equity portfolio value of $591.8M across 194 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, BBUS, QQQ) accounted for 9.6% of total reported equity market value during Q4 2024.
During Q4 2024, Florida Financial Advisors, LLC's top holdings by market value included VOO (7.0%)、BBUS (5.5%)、QQQ (5.1%). The largest single position, VOO, represented 7.0% of total portfolio value.
In Q4 2024, Florida Financial Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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