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FFA

Florida Financial Advisors Portfolio holdings

AUM $418M
1-Year Est. Return 41.28%
This Fund
S&P 500
This Quarter Est. Return
+11.55%
1 Year Est. Return
+41.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
Cap. Flow
+$127M
Cap. Flow %
117.35%
Top 10 Hldgs %
52.95%
Holding
106
New
106
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 11.21%
2 Consumer Discretionary 4.73%
3 Financials 4.25%
4 Healthcare 3.67%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BBUS icon
1
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.59B
$8.5M 7.87%
+98,967
New +$7.96M
XLK icon
2
State Street Technology Select Sector SPDR ETF
XLK
$115B
$7.31M 6.77%
+75,926
New +$6.76M
MGC icon
3
Vanguard Mega Cap 300 Index ETF
MGC
$9.87B
$6.92M 6.41%
+40,896
New +$6.5M
QQQ icon
4
Invesco QQQ Trust
QQQ
$455B
$6.78M 6.28%
+16,566
New +$6.29M
SCHV
5
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$5.66M 5.24%
+242,130
New +$5.29M
SPY icon
6
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$5.3M 4.91%
+11,149
New +$4.97M
VOO icon
7
Vanguard S&P 500 ETF
VOO
$968B
$5.15M 4.77%
+11,795
New +$4.83M
VTV icon
8
Vanguard Value ETF
VTV
$189B
$4.31M 3.99%
+28,808
New +$4.05M
MSFT icon
9
Microsoft
MSFT
$2.84T
$4.03M 3.74%
+20,889
New +$7.44M
IWY icon
10
iShares Russell Top 200 Growth ETF
IWY
$16B
$3.2M 2.97%
+18,288
New +$3M
SECT icon
11
Main Sector Rotation ETF
SECT
$2.75B
$2.75M 2.55%
+59,143
New +$2.58M
AAPL icon
12
Apple
AAPL
$4.89T
$2.67M 2.48%
+13,886
New +$2.56M
SCHD icon
13
Schwab US Dividend Equity ETF
SCHD
$102B
$1.9M 1.76%
+104,757
New +$2.5M
GOOGL icon
14
Alphabet (Google) Class A
GOOGL
$3.91T
$1.82M 1.69%
+13,025
New +$1.75M
HD icon
15
Home Depot
HD
$332B
$1.63M 1.51%
+4,712
New +$1.46M
FTEC icon
16
Fidelity MSCI Information Technology Index ETF
FTEC
$19.9B
$1.23M 1.14%
+8,589
New +$1.14M
UNH icon
17
UnitedHealth
UNH
$382B
$1.11M 1.03%
+2,111
New +$1.13M
BRK.B icon
18
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.02M 0.95%
+2,869
New +$1.01M
NVDA icon
19
NVIDIA
NVDA
$5.01T
$1.02M 0.94%
+20,520
New +$951K
VO icon
20
Vanguard Mid-Cap ETF
VO
$106B
$980K 0.91%
+16,848
New +$900K
V icon
21
Visa
V
$677B
$957K 0.89%
+3,675
New +$906K
XOM icon
22
ExxonMobil
XOM
$651B
$955K 0.88%
+9,552
New +$1M
XLV icon
23
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$885K 0.82%
+6,487
New +$844K
JNJ icon
24
Johnson & Johnson
JNJ
$634B
$866K 0.8%
+5,556
New +$852K
AMZN icon
25
Amazon
AMZN
$2.5T
$866K 0.8%
+5,826
New +$817K

Similar funds

Florida Financial Advisors's Q4 2023 Portfolio in Review

Q4 2023 is the first quarter with a 13F filing on record for Florida Financial Advisors, which disclosed 106 positions worth $108M. Its ten largest holdings account for 53% of the portfolio.

Its largest position is Honeywell: 109,627 shares worth $487K.

By sector, the portfolio is most concentrated in Technology at 11% of assets, followed by Consumer Discretionary and Financials.

  • Florida Financial Advisors's largest Q4 2023 buy was Honeywell: 109,627 shares worth $487K.
  • Florida Financial Advisors's ten largest holdings make up 53% of its $108M portfolio in Q4 2023.
  • Florida Financial Advisors disclosed 106 positions in Q4 2023, its first 13F filing on record.

Based on Florida Financial Advisors's 13F filing for Q4 2023, filed 10 Jan 2025.