Raymond James Financial Inc.
Annual return '25
+14.9%
SPY '25
+17.7%
Alpha
-2.8ptsvs SPY
Invested
$323.2B
Holdings
5,171
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +10.1% (15.6k → 17.1k shares)
5.7%
02
$AGG
ISHARES TR
Q1 2026: Sold 0.8% (113.7k → 112.7k shares)
2.7%
03
$AAPL
APPLE INC
Q1 2026: Sold 99.5% (23.76M → 118.8k shares)
2.4%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 35.5% (3.20M → 2.06M shares)
2.0%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 9.9% (63.43M → 57.18M shares)
1.9%
06
$AVGO
BROADCOM INC
Q1 2026: Sold 6.5% (2.21M → 2.07M shares)
1.6%
07
$AMZN
AMAZON COM INC
Q1 2026: Increased +16343.0% (94.0k → 15.46M shares)
1.4%
08
$JPM
JPMORGAN CHASE & CO
Q1 2026: Increased +24.7% (1.35M → 1.68M shares)
1.3%
09
$IEFA
ISHARES TR
Q4 2025: New position (149.4k shares)
1.3%
10
$GOOGL
ALPHABET INC
Q1 2026: Sold 8.6% (1.24M → 1.13M shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:55 UTC.