Raymond James Financial Inc Holdings & Portfolio - 13F Filings Analysis - Stocknear

Raymond James Financial Inc

CIK Number: 0000720005

290.5B
Market Value
4,170
# of Holdings
2 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 13, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VOO Vanguard S&P 50...
606.64
-0.47% 26.65M +0.90% 13.7B 538.59 5.16% Share
2 AGG iShares Core U....
100.01
-0.13% 81.29M +4.39% 8.04B 96.99 3.03% Share
3 AAPL Apple Inc.
256.87
+1.81% 29.41M -1.17% 6.53B 250.42 2.46% Share
4 MSFT Microsoft Corpo...
506.91
-0.64% 17M -0.78% 6.38B 421.5 2.40% Share
5 AMZN Amazon.com, Inc...
218.15
-0.94% 20.15M -1.19% 3.83B 219.39 1.44% Share
6 NVDA NVIDIA Corporat...
177.69
+0.40% 33.83M -6.4% 3.67B 134.29 1.38% Share
7 JPM JPMorgan Chase ...
313.44
+0.01% 14.62M -0.25% 3.59B 239.71 1.35% Share
8 AVGO Broadcom Inc.
336.10
-0.95% 17.43M -5.66% 2.92B 231.84 1.10% Share
9 IEFA iShares Core MS...
85.90
-0.69% 37.78M +0.69% 2.86B 70.32 1.08% Share
10 SPY SPDR S&P 500 ET...
657.97
-0.47% 4.68M -9.01% 2.62B 586.08 0.98% Share
11 IVV iShares Core S&...
661.15
-0.47% 4.19M +1.66% 2.36B 588.24 0.89% Share
12 IJH iShares Core S&...
64.67
-0.56% 37.6M +5.61% 2.19B 62.1 0.83% Share
13 WMT Walmart Inc.
103.05
+0.31% 24.87M -2.6% 2.18B 90.35 0.82% Share
14 META Meta Platforms,...
748.91
-1.54% 3.66M -4.46% 2.11B 585.51 0.79% Share
15 V Visa Inc.
334.93
-1.11% 5.99M -3.16% 2.1B 316.04 0.79% Share
16 BRK-B Berkshire Hatha...
495.15
-0.39% 3.89M +0.30% 2.07B 453.52 0.78% Share
17 HD The Home Depot,...
407.65
-0.52% 5.54M -2.58% 2.03B 388.99 0.76% Share
18 GOOGL Alphabet Inc.
245.76
-0.56% 13.06M -0.94% 2.02B 189.3 0.76% Share
19 UNH UnitedHealth Gr...
345.75
-1.72% 3.67M -3% 1.92B 505.86 0.72% Share
20 QQQ Invesco QQQ Tru...
593.53
-0.43% 3.5M -2.05% 1.64B 511.23 0.62% Share
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