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CIK: 0000720005
Total reported value
$368.9B
$368.9B
6916 檔
11.9%
In Q2 2025, Raymond James Financial Inc's U.S. equity holdings reached a combined market value of $368.9B, distributed across 6916 disclosed stock positions.
During Q2 2025, Raymond James Financial Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 6916 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.57% | +0.16% | +6.87% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.91% | -0.15% | -0.05% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.64% | -0.22% | -4.87% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.06% | +0.07% | -0.69% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.88% | +0.07% | +2.39% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.66% | +0.13% | +0.51% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | +0.01% | +2.87% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | — | -0.61% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.12% | -0.04% | +2.94% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.03% | +0.02% | +0.74% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.08% | +2.09% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.04% | +0.59% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 0.84% | -0.18% | +0.12% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.83% | +0.06% | +2.99% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.08% | +1.06% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | — | -2.76% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | -0.03% | +0.20% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | +0.13% | +4.09% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 0.67% | +0.03% | +2.89% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.07% | +0.26% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.63% | +0.01% | +6.18% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | +0.07% | +41.82% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.53% | +0.03% | -0.82% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.07% | -0.23% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | +0.01% | +0.11% | |
| 26 | MSI | Motorola Solutions Inc | Stock-Tech | 0.49% | -0.08% | +0.81% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.46% | -0.09% | +7.34% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.07% | +0.06% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | — | -3.09% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.06% | -1.30% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.44% | -0.10% | +3.04% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.43% | -0.03% | +1.46% | |
| 33 | CB | Chubb Limited | Stock-Financials | 0.42% | -0.03% | -0.43% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.10% | +1.40% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.02% | -5.31% | |
| 36 | CME | Cme Group Inc | Stock-Financials | 0.39% | -0.16% | -0.30% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.39% | +0.12% | +5.44% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.38% | +0.12% | -4.04% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.38% | +0.03% | +0.65% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | +0.02% | +1.96% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.37% | +0.03% | -6.28% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.37% | -0.01% | +0.65% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.35% | -0.07% | +0.50% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.34% | +0.01% | -4.28% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.34% | -0.01% | +2.45% | |
| 46 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.34% | -0.04% | -0.68% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | -0.03% | -0.86% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.11% | +9.09% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.33% | -0.02% | +1.57% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.33% | -0.05% | +0.34% |
According to official SEC Form 13F filings, Raymond James Financial Inc reported a total U.S. public equity portfolio value of $368.9B across 6916 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, MSFT, AGG) accounted for 11.9% of total reported equity market value during Q2 2025.
During Q2 2025, Raymond James Financial Inc's top holdings by market value included VOO (5.6%)、MSFT (2.9%)、AGG (2.6%). The largest single position, VOO, represented 5.6% of total portfolio value.
In Q2 2025, Raymond James Financial Inc 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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