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Portfolio (Quarterly) Guide ↗

FLORIDA FINANCIAL ADVISORS, LLC

· CIK 0002050972
13F Portfolio $592M AUM 362 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 362 New
Page 11 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RKLB ROCKET LAB CORP Industrials 4,823.0 $490K 0.08% NEW $101.65 -28.6%
202 MRSH MARSH & MCLENNAN COS INC Financial Services 2,928.0 $488K 0.08% NEW $166.78 +15.1%
203 EFA ISHARES TR 4,656.0 $484K 0.08% NEW $103.89 +4.2%
204 MUB ISHARES TR 4,463.0 $480K 0.08% NEW $107.62 -2.1%
205 RDVY FIRST TR EXCHANGE TRADED FD 5,785.0 $469K 0.08% NEW $81.05 +1.1%
206 TOL TOLL BROTHERS INC Consumer Cyclical 2,823.0 $465K 0.08% NEW $164.82 -10.8%
207 VBK VANGUARD INDEX FDS 1,263.0 $462K 0.08% NEW $365.82 -2.0%
208 ASML ASML HLDG NV Technology 229.0 $456K 0.08% NEW $1989.65 -11.4%
209 AGX ARGAN INC Industrials 569.0 $455K 0.08% NEW $799.18 -37.2%
210 QTUM ETF SER SOLUTIONS 2,684.0 $444K 0.07% NEW $165.44 -9.1%
211 RSP INVESCO EXCHANGE TRADED FD T 2,073.0 $441K 0.07% NEW $212.78 +4.2%
212 FEDEX FGHT HLDG CO INC 2,919.0 $441K 0.07% NEW $151.00
213 CMCSA COMCAST CORP NEW Communication Services 17,884.0 $439K 0.07% NEW $24.55 +9.4%
214 KWEB KRANESHARES TRUST 17,749.0 $434K 0.07% NEW $24.47 +8.9%
215 MPC MARATHON PETE CORP Energy 1,675.0 $429K 0.07% NEW $256.11 +40.8%
216 SCHF SCHWAB STRATEGIC TR 15,445.0 $428K 0.07% NEW $27.70 +2.7%
217 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,831.0 $427K 0.07% NEW $233.35 +1.8%
218 IDCC INTERDIGITAL INC Technology 1,492.0 $423K 0.07% NEW $283.57 +20.8%
219 XLRE SELECT SECTOR SPDR TR 9,546.0 $420K 0.07% NEW $44.03 +2.4%
220 MCD MCDONALDS CORP Consumer Cyclical 1,544.0 $417K 0.07% NEW $270.38 +0.2%
Page 11 of 19  ·  362 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.1%
Industrials 16.2%
Financial Services 13.5%
Healthcare 7.0%
Consumer Cyclical 6.0%
Communication Services 5.6%
Basic Materials 3.0%
Consumer Defensive 2.6%
Utilities 2.0%
Energy 2.0%