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CIK: 0000720005
Total reported value
$368.9B
$368.9B
4869 檔
13.0%
According to the latest 13F quarterly dataset, Raymond James Financial Inc managed an equity portfolio of $368.9B at the end of Q3 2025, spanning 4869 distinct U.S. exchange-listed positions.
In Q3 2025, Raymond James Financial Inc displayed an active expansion posture, initiating 1 new positions and adding to 131 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 4869 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.58% | +0.16% | -0.55% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.85% | -0.15% | +0.65% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.55% | -0.22% | +2.47% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.44% | +0.07% | +1.83% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.05% | +0.07% | -1.13% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.73% | +0.13% | -6.71% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.47% | +0.01% | +0.37% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.46% | — | -0.57% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.05% | -0.04% | -3.56% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.08% | +1.19% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.02% | +0.02% | -1.32% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.08% | +3.42% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.04% | -4.57% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 0.83% | -0.18% | +0.38% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.81% | +0.06% | -0.15% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.76% | +0.13% | +8.28% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.03% | +1.68% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.07% | +2.36% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.07% | +3.64% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 0.65% | +0.03% | -1.49% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.64% | +0.01% | +2.56% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | — | -1.34% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.07% | +7.31% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.06% | +1.71% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.52% | +0.03% | -1.68% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | +0.01% | -0.05% | |
| 27 | MSI | Motorola Solutions Inc | Stock-Tech | 0.50% | -0.08% | +0.93% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | — | +6.39% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.44% | -0.09% | +0.19% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.41% | -0.02% | -11.70% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.41% | -0.03% | +1.55% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.07% | +0.43% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.39% | +0.02% | +1.57% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | +0.03% | +2.90% | |
| 35 | ADI | Analog Devices Inc | Stock-Tech | 0.38% | +0.02% | +29.18% | |
| 36 | CB | Chubb Limited | Stock-Financials | 0.38% | -0.03% | -0.20% | |
| 37 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.37% | -0.04% | +0.40% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.37% | +0.03% | -0.67% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.37% | +0.12% | -8.61% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.37% | +0.12% | -6.66% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.36% | -0.01% | +1.77% | |
| 42 | CME | Cme Group Inc | Stock-Financials | 0.36% | -0.16% | -0.12% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.35% | -0.14% | +12.10% | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.34% | -0.05% | +3.01% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.10% | -7.45% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.11% | +2.16% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.34% | -0.02% | +3.54% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.34% | -0.01% | -0.61% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | — | +3.60% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.32% | +0.01% | -3.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | -1.13% | Add |
| 2 | AVGO | Broadcom Inc | +0.6% | -6.71% | Trim |
| 3 | MSFT | Microsoft CORP | +0.5% | +0.65% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.4% | -0.55% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.19% | Add |
| 6 | ABBV | Abbvie Inc | +0.2% | +2.36% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +1.71% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +8.28% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.1% | +3.42% | Add |
| 10 | ORCL | Oracle CORP | +0.1% | -11.70% | Trim |
| 11 | TSLA | Tesla Inc | +0.1% | +3.60% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -0.57% | Trim |
| 13 | ETN | Eaton Corporation plc | +0.1% | -1.49% | Add |
| 14 | GEV | GE Vernova Inc | +0.1% | -1.09% | Add |
| 15 | IGM | Ishares Expanded Tech Sector | +0.1% | +393.92% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.42% | Add |
| 17 | ADI | Analog Devices Inc | +0.1% | +29.18% | Add |
| 18 | GLW | Corning Inc | +0.1% | +19.24% | Add |
| 19 | CGDV | Cap Group Dividend Value | +0.1% | +14.32% | Add |
| 20 | WFC | Wells Fargo & Co | +0.1% | +35.83% | Add |
| 21 | RBLX | Roblox CORP -class A | +0.1% | +322.04% | Add |
| 22 | TJX | Tjx Companies Inc | +0.1% | +0.08% | Add |
| 23 | CGGR | Cap Group Growth Equity | +0.1% | +31.66% | Add |
| 24 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.05% | Add |
| 25 | GLD | Spdr Gold Shares | +0.1% | +7.36% | Add |
| 26 | BAC | Bank Of America CORP | +0.1% | -9.87% | Add |
| 27 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +5.90% | Add |
| 28 | XLC | Ss Comm Select Sector Spdr | +0.1% | -3.82% | Add |
| 29 | CMI | Cummins Inc | +0.1% | +4.47% | Add |
| 30 | AMD | Advanced Micro Devices | +0.1% | +3.02% | Add |
| 31 | APH | Amphenol Corp-cl A | +0.1% | +8.43% | Add |
| 32 | HLT | Hilton Worldwide Holdings In | +0.1% | -1.24% | Add |
| 33 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +16.31% | Add |
| 34 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +15.61% | Add |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +82.00% | Add |
| 36 | EEMA | Ishares Msci Emerg Mrkt Asia | +0.1% | -2.02% | Add |
| 37 | CVNA | Carvana Co | +0.1% | -1.59% | Add |
| 38 | DKS | Dick's Sporting Goods Inc | +0.1% | +274.32% | Add |
| 39 | VO | Vanguard Mid-cap ETF | 0% | +2.56% | Add |
| 40 | MPC | Marathon Petroleum CORP | 0% | +0.40% | Trim |
| 41 | XLK | Ss Technology Select Sector | 0% | -8.61% | Trim |
| 42 | CAT | Caterpillar Inc | 0% | +5.19% | Add |
| 43 | VRT | Vertiv Holdings Co-a | 0% | +6.62% | Trim |
| 44 | RCL | Royal Caribbean Cruises Ltd. | 0% | -0.87% | Add |
| 45 | PWR | Quanta Services Inc | 0% | +14.01% | Add |
| 46 | ENB | Enbridge Inc | 0% | +43.68% | Add |
| 47 | SPMO | Invesco S&p 500 Momentum ETF | 0% | +61.96% | Add |
| 48 | VST | Vistra CORP | 0% | +3.46% | Add |
| 49 | AMZN | Amazon.com Inc | 0% | +0.37% | Add |
| 50 | IEMG | Ishares Core Msci Emerging | 0% | +1.57% | Add |
According to official SEC Form 13F filings, Raymond James Financial Inc reported a total U.S. public equity portfolio value of $368.9B across 4869 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, MSFT, AGG) accounted for 13.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
B
市值: $84.9M
Top Position Liquidated / Trimmed
VNOMUSD
前期市值: $82.9M
During Q3 2025, Raymond James Financial Inc's top holdings by market value included VOO (5.6%)、MSFT (2.9%)、AGG (2.5%). The largest single position, VOO, represented 5.6% of total portfolio value.
In Q3 2025, Raymond James Financial Inc made 200 total portfolio adjustments, initiating 1 new buys, adding to 131 positions, trimming 67 holdings, and fully liquidating 1 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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