Top 50 Florida Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 4.04% | 28.3K | $16.9M | +6.68%(+1.77K) | $484.05(+41.48%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.07% | 22.2K | $12.8M | -1.04%(-234) | $411.53(+73.16%) | 2026-03-31 | |
| BBUS | J P MORGAN EXCHANGE TRADED F | 2.87% | 102.4K | $12.0M | +5.14%(+5.01K) | $93.04(+44.37%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.71% | 64.9K | $11.3M | -1.56%(-1.03K) | $127.02(+53.38%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.63% | 38.3K | $11.0M | +29.96%(+8.82K) | $223.61(+60.95%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.08% | 44.3K | $8.7M | +10.23%(+4.11K) | $157.08(+39.53%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.78% | 20.1K | $7.4M | -2.32%(-476) | $412.74(-5.39%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.69% | 22.8K | $7.1M | +0.14%(+31) | $219.08(+64.53%) | 2026-03-31 | |
| MGC | VANGUARD WORLD FD | 1.66% | 29.4K | $6.9M | -10.46%(-3.44K) | $166.00(+64.31%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.63% | 26.8K | $6.8M | +1.77%(+465) | $215.29(+43.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.21% | +48.96% |
| Top 20 Holdings Unweighted | +16.32% | +57.38% |
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