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CIK: 0000720005
Total reported value
$368.9B
$368.9B
5060 檔
13.5%
As reported in its official Q4 2025 Form 13F filing, Raymond James Financial Inc's tracked investment portfolio stood at $368.9B with 5060 total positions.
In Q4 2025, Raymond James Financial Inc displayed an active expansion posture, initiating 5 new positions and adding to 113 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 5060 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.73% | +0.16% | +3.60% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.63% | -0.22% | +6.96% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.60% | -0.15% | +0.91% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.54% | +0.07% | +1.07% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.01% | +0.07% | +0.92% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.74% | +0.13% | -1.36% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | +0.01% | +0.66% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | — | +0.02% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | +0.08% | -0.31% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.20% | -0.04% | +15.02% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.13% | +0.02% | +11.42% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.04% | +8.54% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 0.86% | -0.18% | -1.11% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.76% | +0.13% | +0.59% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.08% | -5.00% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.74% | +0.06% | -7.34% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.06% | -0.24% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.07% | +6.08% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.07% | -1.67% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.07% | +2.19% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.65% | +0.01% | +6.04% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.03% | +1.61% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | — | -4.24% | |
| 24 | ETN | Eaton Corporation plc | Stock-Industrials | 0.53% | +0.03% | -0.96% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.53% | +0.03% | +2.67% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | — | +10.56% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | +0.01% | +2.56% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | +0.03% | +30.89% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.10% | +7.93% | |
| 30 | ADI | Analog Devices Inc | Stock-Tech | 0.41% | +0.02% | +0.29% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.41% | +0.02% | +5.28% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.40% | -0.03% | +1.86% | |
| 33 | MSI | Motorola Solutions Inc | Stock-Tech | 0.40% | -0.08% | -2.04% | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.40% | -0.03% | -1.02% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.39% | -0.01% | +10.79% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.38% | +0.03% | +4.94% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.07% | +2.21% | |
| 38 | CME | Cme Group Inc | Stock-Financials | 0.37% | -0.16% | +5.44% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | +0.12% | +99.40% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.36% | -0.09% | -7.92% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.35% | -0.02% | +4.35% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.34% | -0.01% | +3.69% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | — | +4.63% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.11% | -2.98% | |
| 45 | MDT | Medtronic plc | Stock-Healthcare | 0.34% | -0.05% | +0.44% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.33% | -0.14% | -3.03% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.32% | -0.05% | +2.94% | |
| 48 | CGDV | Cap Group Dividend Value | ETF-Other | 0.32% | +0.03% | +6.62% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.32% | +0.12% | -5.78% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | +0.02% | +5.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.31% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.2% | +7.93% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.2% | +3.60% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +15.02% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | -0.24% | Trim |
| 6 | VUG | Vanguard Growth ETF | +0.1% | +30.89% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +11.42% | Add |
| 8 | WFC | Wells Fargo & Co | +0.1% | +46.12% | Add |
| 9 | AAPL | Apple Inc | +0.1% | +1.07% | Add |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.1% | +6.96% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | +2.19% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.1% | +8.54% | Add |
| 13 | AMD | Advanced Micro Devices | +0.1% | +1.62% | Add |
| 14 | VTV | Vanguard Value ETF | +0.1% | +10.56% | Add |
| 15 | MU | Micron Technology Inc | +0.1% | -1.51% | Trim |
| 16 | ETR | Entergy CORP | +0.1% | +89.56% | Add |
| 17 | XLF | Ss Financial Select Sector | +0.1% | +20.34% | Add |
| 18 | CMI | Cummins Inc | 0% | +2.64% | Add |
| 19 | MRK | Merck & Co. Inc. | 0% | -1.12% | Trim |
| 20 | GILD | Gilead Sciences Inc | 0% | +50.62% | Add |
| 21 | IBB | Ishares Biotechnology ETF | 0% | +286.25% | Add |
| 22 | AMZN | Amazon.com Inc | 0% | +0.66% | Add |
| 23 | WMT | Walmart Inc | 0% | -1.11% | Trim |
| 24 | GLD | Spdr Gold Shares | 0% | +3.93% | Add |
| 25 | ADI | Analog Devices Inc | 0% | +0.29% | Add |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +10.79% | Add |
| 27 | ISRG | Intuitive Surgical Inc | 0% | +14.37% | Add |
| 28 | CSCO | Cisco Systems Inc | 0% | +2.42% | Add |
| 29 | VT | Vanguard Tot World Stk ETF | 0% | +91.27% | Add |
| 30 | ACN | Accenture plc | 0% | +10.31% | Add |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +6.08% | Add |
| 32 | CB | Chubb Limited | 0% | -1.02% | Trim |
| 33 | RTX | Rtx CORP | 0% | +1.52% | Add |
| 34 | CGDV | Cap Group Dividend Value | 0% | +6.62% | Add |
| 35 | CAT | Caterpillar Inc | 0% | -0.38% | Trim |
| 36 | QQQM | Invesco Nasdaq 100 ETF | 0% | +11.94% | Add |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 0% | +3.77% | Add |
| 38 | IBM | Intl Business Machines CORP | 0% | +6.78% | Add |
| 39 | IEMG | Ishares Core Msci Emerging | 0% | +5.28% | Add |
| 40 | NEE | Nextera Energy Inc | 0% | +2.94% | Add |
| 41 | XLV | Ss Health Care Select Sector | 0% | +1.66% | Add |
| 42 | VEA | Vanguard Ftse Developed ETF | 0% | +6.07% | Add |
| 43 | GS | Goldman Sachs Group Inc | 0% | +0.52% | Add |
| 44 | TMO | Thermo Fisher Scientific Inc | 0% | +1.44% | Add |
| 45 | ROK | Rockwell Automation Inc | 0% | +29.61% | Add |
| 46 | SLV | Ishares Silver Trust | 0% | +6.20% | Add |
| 47 | MTSI | Macom Technology Solutions H | 0% | +122.11% | Add |
| 48 | AZNN | Astrazeneca Plc-spons Adr | 0% | +0.42% | Add |
| 49 | FENI | Fidelity Enhanced Intl ETF | 0% | +79.43% | Add |
| 50 | BMY | Bristol-myers Squibb Co | 0% | +22.62% | 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 5060 disclosed positions in Q4 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, AGG, MSFT) accounted for 13.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $236.5M
Top Position Liquidated / Trimmed
UL
前期市值: $195.2M
During Q4 2025, Raymond James Financial Inc's top holdings by market value included VOO (5.7%)、AGG (2.6%)、MSFT (2.6%). The largest single position, VOO, represented 5.7% of total portfolio value.
In Q4 2025, Raymond James Financial Inc made 200 total portfolio adjustments, initiating 5 new buys, adding to 113 positions, trimming 77 holdings, and fully liquidating 5 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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