13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001462284
Total reported value
$75.1B
$75.1B
3378 檔
10.9%
As reported in its official Q2 2024 Form 13F filing, Raymond James Financial Services Advisors, Inc.'s tracked investment portfolio stood at $75.1B with 3378 total positions.
During Q2 2024, Raymond James Financial Services Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 3378 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.80% | — | +1.43% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.67% | — | +1.08% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.22% | — | +8.20% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.16% | — | +0.66% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.78% | — | +869.37% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | — | +12.39% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.53% | — | +10.15% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | — | +2.56% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | — | +0.77% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | — | -4.72% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 0.96% | — | +5.07% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | — | -0.76% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.89% | — | +13.48% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | — | +1.64% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | — | +2.37% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.78% | — | +10.81% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | — | +2.41% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.73% | — | +7.82% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.72% | — | +1.84% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.72% | — | +1.28% | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 0.70% | — | -1.06% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.70% | — | -5.44% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.67% | — | -2.35% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | — | +2.43% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | — | +1.65% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | — | +1.96% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | — | +3.30% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.59% | — | -3.70% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | — | +2.42% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | — | +1.16% | |
| 31 | MSI | Motorola Solutions Inc | Stock-Tech | 0.55% | — | +0.50% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | — | +1.61% | |
| 33 | RDVY | First Trust Rising Dividend | ETF-Other | 0.53% | — | +18.73% | |
| 34 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.52% | — | -0.99% | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.52% | — | +3.97% | |
| 36 | CB | Chubb Limited | Stock-Financials | 0.52% | — | +0.58% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.51% | — | -4.33% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.49% | — | -2.48% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.49% | — | -5.02% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | — | +4.69% | |
| 41 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.48% | — | +1.52% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | — | +0.71% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | — | -8.09% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.45% | — | -0.23% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | — | -4.31% | |
| 46 | CGDV | Cap Group Dividend Value | ETF-Other | 0.42% | — | +6.12% | |
| 47 | FTCS | First Trust Capital Strength | ETF-Other | 0.41% | — | +5.93% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.40% | — | +2.45% | |
| 49 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.40% | — | +6.27% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.39% | — | -0.36% |
According to official SEC Form 13F filings, Raymond James Financial Services Advisors, Inc. reported a total U.S. public equity portfolio value of $75.1B across 3378 disclosed positions in Q2 2024.
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 AAPL, MSFT, IVV) accounted for 10.9% of total reported equity market value during Q2 2024.
During Q2 2024, Raymond James Financial Services Advisors, Inc.'s top holdings by market value included AAPL (2.8%)、MSFT (2.7%)、IVV (2.2%). The largest single position, AAPL, represented 2.8% of total portfolio value.
In Q2 2024, Raymond James Financial Services Advisors, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.