Raymond James Financial Portfolio holdings
Raymond James Financial, founded in 1962 by Robert James and headquartered in St. Petersburg, Florida, is a diversified financial services firm managing over $1.5 trillion in client assets as of late 2024, primarily focused on wealth management, investment banking, and brokerage services. Known for its advisor-centric model, the firm supports over 8,900 financial advisors across the U.S., Canada, and the UK, offering personalized financial planning, retirement solutions, and investment products to individuals, small businesses, and institutions. Its investment banking arm specializes in middle-market mergers, acquisitions, and equity offerings, while its Raymond James Bank provides lending and deposit services. With a reputation for a conservative, client-first culture and steady growth—including a notable acquisition of TriState Capital in 2022—Raymond James stands out as a resilient, relationship-driven player in the financial industry.
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$14.2B |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$7.55B |
| 3 |
Apple
AAPL
|
+$7.45B |
| 4 |
Microsoft
MSFT
|
+$7.22B |
| 5 |
NVIDIA
NVDA
|
+$4.85B |
Top Sells
Sector Composition
| 1 | Technology | 16.82% |
| 2 | Financials | 9.06% |
| 3 | Healthcare | 6.87% |
| 4 | Industrials | 6.78% |
| 5 | Consumer Discretionary | 6.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Cloudflare
NET
$80B
| $47.8M | 0.02% |
+443,709
| New | +$47.8M |
|
752
Celestica
CLS
$28.6B
| $47.7M | 0.02% |
+516,628
| New | +$47.7M |
|
753
Inspire Medical Systems
INSP
$2.39B
| $47.6M | 0.02% |
+256,792
| New | +$47.6M |
|
754
Janus Henderson Short Duration Income ETF
VNLA
$2.76B
| $47.1M | 0.02% |
+962,982
| New | +$47.1M |
|
755
TD Synnex
SNX
$12.5B
| $47.1M | 0.02% |
+401,553
| New | +$47.1M |
|
756
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.9B
| $47M | 0.02% |
+2,017,255
| New | +$47M |
|
757
AeroVironment
AVAV
$12.7B
| $46.8M | 0.02% |
+304,045
| New | +$46.8M |
|
758
Generac Holdings
GNRC
$11.2B
| $46.8M | 0.02% |
+301,739
| New | +$46.8M |
|
759
GSK
GSK
$83.3B
| $46.8M | 0.02% |
+1,383,157
| New | +$46.8M |
|
760
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.8B
| $46.6M | 0.02% |
+1,038,392
| New | +$46.6M |
|
761
Saia
SAIA
$8.39B
| $46.5M | 0.02% |
+102,064
| New | +$46.5M |
|
762
Copa Holdings
CPA
$4.72B
| $46.4M | 0.02% |
+528,372
| New | +$46.4M |
|
763
StepStone Group
STEP
$4.92B
| $46.2M | 0.02% |
+797,569
| New | +$46.2M |
|
764
Extra Space Storage
EXR
$31.3B
| $46.1M | 0.02% |
+308,290
| New | +$46.1M |
|
765
MarketAxess Holdings
MKTX
$7B
| $46.1M | 0.02% |
+203,854
| New | +$46.1M |
|
766
CoStar Group
CSGP
$36.8B
| $46M | 0.02% |
+642,446
| New | +$46M |
|
767
Dollar General
DG
$23.3B
| $45.9M | 0.02% |
+605,374
| New | +$45.9M |
|
768
HealthEquity
HQY
$7.88B
| $45.7M | 0.02% |
+476,577
| New | +$45.7M |
|
769
First Trust Smith Unconstrained Bond ETF
UCON
$2.97B
| $45.3M | 0.02% |
+1,837,604
| New | +$45.3M |
|
770
Avantis US Large Cap Value ETF
AVLV
$8.27B
| $45.3M | 0.02% |
+678,277
| New | +$45.3M |
|
771
Cardinal Health
CAH
$36.2B
| $45.1M | 0.02% |
+381,457
| New | +$45.1M |
|
772
WisdomTree US LargeCap Dividend Fund
DLN
$5.32B
| $45.1M | 0.02% |
+579,642
| New | +$45.1M |
|
773
Ingersoll Rand
IR
$32.6B
| $45M | 0.02% |
+497,501
| New | +$45M |
|
774
First Trust Small Cap Core AlphaDEX Fund
FYX
$886M
| $44.9M | 0.02% |
+443,860
| New | +$44.9M |
|
775
iShares ESG Optimized MSCI USA ETF
SUSA
$3.63B
| $44.7M | 0.02% |
+368,019
| New | +$44.7M |
|