RJ
| |
RAYMOND JAMES FINANCIAL INC13F | |
| RAYMOND JAMES FINANCIAL INC | |
| Last update 2025-05-13 | 4772 Stocks (227 new) |
| Value $265.65 Bil | Turnover 4 % |
RAYMOND JAMES FINANCIAL INC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 26,653,704 | 13,697,605.2 | +0.90% | 5.160 | +0.05% | 2.340 | +16.76% | +7.46% | 616,819.8 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 81,294,683 | 8,041,669.5 | +4.39% | 3.030 | +0.13% | 6.460 | +0.07% | +3.61% | 128,257.8 | ||
AAPL | Apple Inc | 29,414,200 | 6,533,776.1 | -1.17% | 2.460 | -0.03% | 0.200 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
MSFT | Microsoft Corp | 16,997,969 | 6,380,867.3 | -0.78% | 2.400 | -0.02% | 0.230 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AMZN | Amazon.com Inc | 20,145,921 | 3,832,962.9 | -1.19% | 1.440 | -0.02% | 0.190 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 33,826,937 | 3,666,163.0 | -6.40% | 1.380 | -0.11% | 0.140 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
JPM | JPMorgan Chase & Co | 14,618,167 | 3,585,836.7 | -0.25% | 1.350 | 0% | 0.530 | +30.86% | +25.49% | 822,612.0 | Banks | |
AVGO | Broadcom Inc | 17,425,496 | 2,917,550.2 | -5.66% | 1.100 | -0.09% | 0.370 | +79.10% | +19.33% | 1,294,301.1 | Semiconductors | |
IEFA | iShares Core MSCI EAFE ETF | 37,782,854 | 2,858,272.8 | +0.69% | 1.080 | +0.01% | 2.240 | +14.34% | +21.05% | 143,058.9 | ||
SPY | SPDR S&P 500 ETF Trust | 4,677,340 | 2,616,457.6 | -9.01% | 0.980 | -0.10% | 0.460 | +16.86% | +7.34% | 643,153.0 |
RAYMOND JAMES FINANCIAL INC's Historical Top Holdings Breakdowns
RAYMOND JAMES FINANCIAL INC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +0.13% | 95.85 ($97.76) 99.25 | $98.47 | 0.73% | Add 4.39% | 81,294,683 | 3,421,606 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.11% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | Reduce -6.4% | 33,826,937 | -2,314,430 | |
KO | Coca-Cola Co | 2025-03-31 | Add Add | +0.10% | 60.81 ($66.78) 72.32 | $71.35 | 6.84% | Add 47.43% | 11,844,673 | 3,810,752 | |
CMI | Cummins Inc | 2025-03-31 | Add Add | +0.10% | 312.92 ($352.28) 386.07 | $331.83 | -5.81% | Add 152.31% | 1,354,052 | 817,384 | |
DUK | Duke Energy Corp | 2025-03-31 | Add Add | +0.10% | 105.87 ($113.99) 121.97 | $117.31 | 2.91% | Add 89.87% | 4,861,309 | 2,300,948 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.10% | 551.42 ($587.78) 612.93 | $625.34 | 6.39% | Reduce -9.01% | 4,677,340 | -462,940 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.09% | 167.43 ($211.65) 244.7 | $275.18 | 30.02% | Reduce -5.66% | 17,425,496 | -1,046,331 | |
MO | Altria Group Inc | 2025-03-31 | Add Add | +0.07% | 50.81 ($54.6) 60.02 | $59.65 | 9.25% | Add 111.32% | 5,558,252 | 2,928,006 | |
AIG | American International Group Inc | 2025-03-31 | Add Add | +0.07% | 70.5 ($77.72) 86.94 | $83.18 | 7.03% | Add 151.61% | 3,285,963 | 1,980,001 | |
APP | AppLovin Corp | 2025-03-31 | Reduce Reduce | -0.07% | 238.08 ($344.61) 510.13 | $341.64 | -0.86% | Reduce -37.49% | 1,032,811 | -619,507 |
RAYMOND JAMES FINANCIAL INC Total Holding History ($B)
RAYMOND JAMES FINANCIAL INC's Asset Allocation
RAYMOND JAMES FINANCIAL INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
RAYMOND JAMES FINANCIAL INC's Hypothetical Growth since 2025-03-31
RAYMOND JAMES FINANCIAL INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
RAYMOND JAMES FINANCIAL INC's Holdings Heat Map
Size field:
RAYMOND JAMES FINANCIAL INC's Holdings Bubble Chart
RAYMOND JAMES FINANCIAL INC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers