FLORIDA FINANCIAL ADVISORS, LLC Diversified Active

CIK: 0002050972 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Jan 10, 2025

Total Value ($000): $193,975 (100.0% shares, 0.0% debt)

Holdings (172)

BBUS J P MORGAN EXCHANGE TRADED F 6.2%
Value ($000) $11,999 Shares 115,839 Est. Cost $87.69 Unrealized
VOO VANGUARD INDEX FDS 6.2%
Value ($000) $11,954 Shares 22,654 Est. Cost $465.84 Unrealized
QQQ INVESCO QQQ TR 5.2%
Value ($000) $10,072 Shares 20,636 Est. Cost $418.47 Unrealized
XLK SELECT SECTOR SPDR TR 5.1%
Value ($000) $9,848 Shares 43,621 Est. Cost $194.93 Unrealized
MGC VANGUARD WORLD FD 4.7%
Value ($000) $9,178 Shares 44,415 Est. Cost $171.77 Unrealized
SPY SPDR S&P 500 ETF TR 3.8%
Value ($000) $7,445 Shares 12,975 Est. Cost $486.82 Unrealized
SCHV SCHWAB STRATEGIC TR 3.8%
Value ($000) $7,280 Shares 90,585 Est. Cost $70.97 Unrealized
VTV VANGUARD INDEX FDS 3.3%
Value ($000) $6,379 Shares 36,539 Est. Cost $153.10 Unrealized
MSFT MICROSOFT CORP 3.0%
Value ($000) $5,794 Shares 23,624 Est. Cost $381.71 Unrealized +10.8%
AAPL APPLE INC 2.6%
Value ($000) $5,132 Shares 22,028 Est. Cost $186.47 Unrealized +19.0%
NVDA NVIDIA CORPORATION 2.2%
Value ($000) $4,238 Shares 34,896 Est. Cost $99.60 Unrealized +18.5%
IWY ISHARES TR 1.9%
Value ($000) $3,724 Shares 16,922 Est. Cost $176.53 Unrealized
SPYG SPDR SER TR 1.5%
Value ($000) $2,900 Shares 34,967 Est. Cost $80.34 Unrealized
SPYV SPDR SER TR 1.4%
Value ($000) $2,793 Shares 52,834 Est. Cost $49.15 Unrealized
SCHD SCHWAB STRATEGIC TR 1.4%
Value ($000) $2,785 Shares 32,938 Est. Cost $56.48 Unrealized
SECT NORTHERN LTS FD TR IV 1.3%
Value ($000) $2,488 Shares 46,260 Est. Cost $46.55 Unrealized
META META PLATFORMS INC 1.3%
Value ($000) $2,450 Shares 4,279 Est. Cost $407.74 Unrealized +25.6%
GOOGL ALPHABET INC 1.2%
Value ($000) $2,319 Shares 13,980 Est. Cost $137.73 Unrealized +21.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $1,944 Shares 4,224 Est. Cost $378.57 Unrealized +16.8%
HD HOME DEPOT INC 1.0%
Value ($000) $1,921 Shares 4,741 Est. Cost $297.06 Unrealized +18.7%
DGRW WISDOMTREE TR 0.9%
Value ($000) $1,649 Shares 19,817 Est. Cost $78.98 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $1,641 Shares 8,935 Est. Cost $153.09 Unrealized +19.2%
FTEC FIDELITY COVINGTON TRUST 0.8%
Value ($000) $1,615 Shares 9,254 Est. Cost $144.60 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $1,541 Shares 2,992 Est. Cost $498.65 Unrealized +10.0%
JEPQ J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $1,534 Shares 27,367 Est. Cost $53.81 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $1,424 Shares 7,305 Est. Cost $173.38 Unrealized
XLV SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,362 Shares 8,841 Est. Cost $140.12 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $1,358 Shares 5,190 Est. Cost $214.37 Unrealized +6.4%
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $1,321 Shares 6,265 Est. Cost $164.98 Unrealized +24.2%
JQUA J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $1,246 Shares 22,017 Est. Cost $53.23 Unrealized
V VISA INC 0.6%
Value ($000) $1,229 Shares 4,470 Est. Cost $251.01 Unrealized +6.7%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,160 Shares 9,895 Est. Cost $99.54 Unrealized +10.5%
SMH VANECK ETF TRUST 0.6%
Value ($000) $1,150 Shares 4,486 Est. Cost $246.42 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,105 Shares 6,816 Est. Cost $144.74 Unrealized +5.5%
JCPB J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $1,100 Shares 22,801 Est. Cost $48.24 Unrealized
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $1,071 Shares 2,169 Est. Cost $427.24 Unrealized +8.1%
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,029 Shares 11,715 Est. Cost $88.95 Unrealized
TXN TEXAS INSTRS INC 0.5%
Value ($000) $1,014 Shares 4,911 Est. Cost $147.96 Unrealized +30.4%
XLF SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,004 Shares 22,144 Est. Cost $40.27 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $967 Shares 1,124 Est. Cost $619.62 Unrealized +39.1%
WMT WALMART INC 0.5%
Value ($000) $958 Shares 11,867 Est. Cost $54.53 Unrealized +32.9%
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $929 Shares 3,281 Est. Cost $283.16 Unrealized
MDYV SPDR SER TR 0.5%
Value ($000) $906 Shares 11,402 Est. Cost $73.91 Unrealized
MDYG SPDR SER TR 0.5%
Value ($000) $882 Shares 10,053 Est. Cost $84.64 Unrealized
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $881 Shares 2,294 Est. Cost $348.10 Unrealized
AMAT APPLIED MATLS INC 0.5%
Value ($000) $880 Shares 4,356 Est. Cost $161.76 Unrealized +25.1%
SLYG SPDR SER TR 0.4%
Value ($000) $872 Shares 9,369 Est. Cost $87.16 Unrealized
SLYV SPDR SER TR 0.4%
Value ($000) $864 Shares 9,957 Est. Cost $79.73 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $861 Shares 5,029 Est. Cost $153.92 Unrealized +2.7%
MGV VANGUARD WORLD FD 0.4%
Value ($000) $827 Shares 6,446 Est. Cost $122.30 Unrealized
MGK VANGUARD WORLD FD 0.4%
Value ($000) $804 Shares 2,498 Est. Cost $299.07 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $790 Shares 2,995 Est. Cost $232.65 Unrealized
XLI SELECT SECTOR SPDR TR 0.4%
Value ($000) $778 Shares 5,746 Est. Cost $118.08 Unrealized
XLU SELECT SECTOR SPDR TR 0.4%
Value ($000) $763 Shares 9,448 Est. Cost $69.70 Unrealized
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $742 Shares 6,136 Est. Cost $99.26 Unrealized +10.6%
NFLX NETFLIX INC 0.4%
Value ($000) $721 Shares 1,016 Est. Cost $48.04 Unrealized +39.2%
XLC SELECT SECTOR SPDR TR 0.4%
Value ($000) $698 Shares 7,717 Est. Cost $75.85 Unrealized
XLY SELECT SECTOR SPDR TR 0.4%
Value ($000) $696 Shares 3,473 Est. Cost $180.56 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $694 Shares 6,855 Est. Cost $100.00 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $675 Shares 4,583 Est. Cost $138.50 Unrealized +1.1%
QCOM QUALCOMM INC 0.3%
Value ($000) $675 Shares 3,982 Est. Cost $142.56 Unrealized +20.1%
LLY ELI LILLY & CO 0.3%
Value ($000) $672 Shares 758 Est. Cost $616.52 Unrealized +44.4%
BINC BLACKROCK ETF TRUST II 0.3%
Value ($000) $664 Shares 12,400 Est. Cost $52.48 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $661 Shares 7,969 Est. Cost $73.26 Unrealized
HSY HERSHEY CO 0.3%
Value ($000) $643 Shares 3,354 Est. Cost $181.14 Unrealized +2.7%
BAC BANK AMERICA CORP 0.3%
Value ($000) $619 Shares 15,609 Est. Cost $30.77 Unrealized +26.0%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $595 Shares 2,511 Est. Cost $228.09 Unrealized
CDW CDW CORP 0.3%
Value ($000) $558 Shares 2,467 Est. Cost $217.28 Unrealized +0.1%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $547 Shares 2,453 Est. Cost $186.95 Unrealized +16.0%
MLI MUELLER INDS INC 0.3%
Value ($000) $527 Shares 7,112 Est. Cost $52.00 Unrealized +26.8%
TLT ISHARES TR 0.3%
Value ($000) $524 Shares 5,345 Est. Cost $98.10 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $523 Shares 2,532 Est. Cost $173.77 Unrealized +8.4%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $520 Shares 890 Est. Cost $453.76 Unrealized +13.8%
MUB ISHARES TR 0.3%
Value ($000) $512 Shares 4,717 Est. Cost $108.32 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $510 Shares 2,096 Est. Cost $243.11 Unrealized
ADBE ADOBE INC 0.3%
Value ($000) $505 Shares 976 Est. Cost $562.23 Unrealized -2.4%
FBCG FIDELITY COVINGTON TRUST 0.3%
Value ($000) $489 Shares 11,426 Est. Cost $35.07 Unrealized
MTH MERITAGE HOMES CORP 0.3%
Value ($000) $486 Shares 2,343 Est. Cost $73.27 Unrealized +28.8%
WSM WILLIAMS SONOMA INC 0.2%
Value ($000) $470 Shares 3,209 Est. Cost $131.17 Unrealized +7.2%
DHI D R HORTON INC 0.2%
Value ($000) $465 Shares 2,440 Est. Cost $149.16 Unrealized +16.1%
MRK MERCK & CO INC 0.2%
Value ($000) $464 Shares 4,090 Est. Cost $97.78 Unrealized +15.5%
AME AMETEK INC 0.2%
Value ($000) $456 Shares 2,656 Est. Cost $151.00 Unrealized +9.5%
CMI CUMMINS INC 0.2%
Value ($000) $454 Shares 1,404 Est. Cost $226.28 Unrealized +27.3%
GOOG ALPHABET INC 0.2%
Value ($000) $453 Shares 2,711 Est. Cost $154.56 Unrealized +8.8%
KLAC KLA CORP 0.2%
Value ($000) $443 Shares 572 Est. Cost $676.38 Unrealized +14.6%
PHM PULTE GROUP INC 0.2%
Value ($000) $429 Shares 2,987 Est. Cost $110.61 Unrealized +13.7%
CB CHUBB LIMITED 0.2%
Value ($000) $419 Shares 1,453 Est. Cost $270.79 Unrealized 0.0%
PEP PEPSICO INC 0.2%
Value ($000) $419 Shares 2,463 Est. Cost $155.29 Unrealized +4.9%
IVV ISHARES TR 0.2%
Value ($000) $415 Shares 719 Est. Cost $510.80 Unrealized
APH AMPHENOL CORP NEW 0.2%
Value ($000) $407 Shares 5,872 Est. Cost $53.30 Unrealized +20.2%
QUAL ISHARES TR 0.2%
Value ($000) $403 Shares 2,249 Est. Cost $154.71 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $401 Shares 3,491 Est. Cost $106.84 Unrealized
L LOEWS CORP 0.2%
Value ($000) $400 Shares 5,082 Est. Cost $68.90 Unrealized +13.4%
STIP ISHARES TR 0.2%
Value ($000) $398 Shares 3,927 Est. Cost $98.59 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $396 Shares 761 Est. Cost $491.60 Unrealized +5.9%
ABBV ABBVIE INC 0.2%
Value ($000) $395 Shares 2,000 Est. Cost $143.89 Unrealized +24.2%
DECK DECKERS OUTDOOR CORP 0.2%
Value ($000) $390 Shares 2,450 Est. Cost $148.05 Unrealized +3.0%
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $389 Shares 1,454 Est. Cost $252.74 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $386 Shares 1,091 Est. Cost $327.12 Unrealized -1.3%
KO COCA COLA CO 0.2%
Value ($000) $384 Shares 5,344 Est. Cost $54.00 Unrealized +21.6%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $383 Shares 1,637 Est. Cost $215.32 Unrealized 0.0%
COWZ PACER FDS TR 0.2%
Value ($000) $366 Shares 6,328 Est. Cost $54.49 Unrealized
GM GENERAL MTRS CO 0.2%
Value ($000) $364 Shares 9,516 Est. Cost $34.79 Unrealized +31.3%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $360 Shares 2,089 Est. Cost $140.61 Unrealized +16.8%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $355 Shares 1,459 Est. Cost $235.75 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $348 Shares 1,885 Est. Cost $127.42 Unrealized +31.4%
AOS SMITH A O CORP 0.2%
Value ($000) $347 Shares 3,675 Est. Cost $72.66 Unrealized +11.0%
BLV VANGUARD BD INDEX FDS 0.2%
Value ($000) $346 Shares 4,609 Est. Cost $75.17 Unrealized
LEN LENNAR CORP 0.2%
Value ($000) $345 Shares 1,842 Est. Cost $118.29 Unrealized +38.8%
UNITED STATES STL CORP NEW 0.2%
Value ($000) $344 Shares 9,748 Est. Cost $35.33 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $340 Shares 4,363 Est. Cost $61.88 Unrealized +7.8%
IWM ISHARES TR 0.2%
Value ($000) $340 Shares 1,538 Est. Cost $220.86 Unrealized
IDXX IDEXX LABS INC 0.2%
Value ($000) $339 Shares 671 Est. Cost $526.24 Unrealized -7.7%
CHTR CHARTER COMMUNICATIONS INC N 0.2%
Value ($000) $338 Shares 1,043 Est. Cost $320.62 Unrealized +4.9%
FBCV FIDELITY COVINGTON TRUST 0.2%
Value ($000) $330 Shares 10,093 Est. Cost $31.18 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $328 Shares 3,117 Est. Cost $108.54 Unrealized -3.2%
HLNE HAMILTON LANE INC 0.2%
Value ($000) $318 Shares 1,887 Est. Cost $119.86 Unrealized +20.8%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $317 Shares 1,769 Est. Cost $166.26 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $311 Shares 1,610 Est. Cost $148.19 Unrealized +27.5%
ITA ISHARES TR 0.2%
Value ($000) $311 Shares 2,080 Est. Cost $131.94 Unrealized
VOX VANGUARD WORLD FD 0.2%
Value ($000) $308 Shares 2,121 Est. Cost $131.24 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $306 Shares 1,005 Est. Cost $259.12 Unrealized +2.9%
EOG EOG RES INC 0.2%
Value ($000) $304 Shares 2,486 Est. Cost $116.41 Unrealized +3.4%
QQQE DIREXION SHS ETF TR 0.2%
Value ($000) $303 Shares 3,354 Est. Cost $89.12 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $303 Shares 611 Est. Cost $475.08 Unrealized 0.0%
TSN TYSON FOODS INC 0.2%
Value ($000) $301 Shares 5,057 Est. Cost $58.18 Unrealized 0.0%
ONEQ FIDELITY COMWLTH TR 0.2%
Value ($000) $301 Shares 4,203 Est. Cost $71.60 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $300 Shares 2,342 Est. Cost $120.93 Unrealized
CI THE CIGNA GROUP 0.2%
Value ($000) $298 Shares 860 Est. Cost $286.32 Unrealized +17.0%
BIL SPDR SER TR 0.2%
Value ($000) $298 Shares 3,246 Est. Cost $91.78 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $298 Shares 6,261 Est. Cost $45.96 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $297 Shares 5,026 Est. Cost $52.59 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $290 Shares 1,932 Est. Cost $153.20 Unrealized -4.2%
URI UNITED RENTALS INC 0.1%
Value ($000) $289 Shares 357 Est. Cost $710.77 Unrealized 0.0%
INGR INGREDION INC 0.1%
Value ($000) $286 Shares 2,079 Est. Cost $127.20 Unrealized 0.0%
ADSK AUTODESK INC 0.1%
Value ($000) $284 Shares 1,030 Est. Cost $251.36 Unrealized +0.1%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $281 Shares 6,293 Est. Cost $44.67 Unrealized
SCHR SCHWAB STRATEGIC TR 0.1%
Value ($000) $280 Shares 5,536 Est. Cost $50.60 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value ($000) $277 Shares 774 Est. Cost $278.46 Unrealized +21.3%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $271 Shares 4,546 Est. Cost $58.01 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $269 Shares 990 Est. Cost $245.13 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $261 Shares 1,934 Est. Cost $138.42 Unrealized +0.7%
ZTS ZOETIS INC 0.1%
Value ($000) $259 Shares 1,324 Est. Cost $164.10 Unrealized +10.5%
CRM SALESFORCE INC 0.1%
Value ($000) $258 Shares 942 Est. Cost $239.82 Unrealized +5.8%
IT GARTNER INC 0.1%
Value ($000) $258 Shares 508 Est. Cost $448.65 Unrealized +7.2%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $257 Shares 6,572 Est. Cost $42.17 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $256 Shares 2,288 Est. Cost $98.89 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $254 Shares 4,503 Est. Cost $56.47 Unrealized -2.9%
DGRO ISHARES TR 0.1%
Value ($000) $254 Shares 4,045 Est. Cost $58.55 Unrealized
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $253 Shares 6,798 Est. Cost $37.70 Unrealized 0.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $251 Shares 1,543 Est. Cost $145.41 Unrealized +12.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $250 Shares 4,695 Est. Cost $47.86 Unrealized -2.2%
GIS GENERAL MLS INC 0.1%
Value ($000) $250 Shares 3,382 Est. Cost $65.64 Unrealized 0.0%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $241 Shares 4,919 Est. Cost $48.24 Unrealized
CHRD CHORD ENERGY CORPORATION 0.1%
Value ($000) $238 Shares 1,921 Est. Cost $149.29 Unrealized -4.7%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $234 Shares 1,394 Est. Cost $167.66 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $230 Shares 588 Est. Cost $338.69 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $229 Shares 1,394 Est. Cost $174.11 Unrealized -12.7%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $223 Shares 823 Est. Cost $265.38 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $223 Shares 53 Est. Cost $3794.03 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $222 Shares 3,052 Est. Cost $72.80 Unrealized 0.0%
RTX RTX CORPORATION 0.1%
Value ($000) $220 Shares 1,812 Est. Cost $111.08 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $217 Shares 1,275 Est. Cost $143.05 Unrealized 0.0%
BG BUNGE GLOBAL SA 0.1%
Value ($000) $215 Shares 2,224 Est. Cost $99.34 Unrealized -1.6%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $214 Shares 3,586 Est. Cost $57.84 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $213 Shares 2,262 Est. Cost $90.57 Unrealized 0.0%
KNSL KINSALE CAP GROUP INC 0.1%
Value ($000) $211 Shares 452 Est. Cost $441.12 Unrealized 0.0%
ABT ABBOTT LABS 0.1%
Value ($000) $208 Shares 1,826 Est. Cost $107.07 Unrealized 0.0%
GE GE AEROSPACE 0.1%
Value ($000) $207 Shares 1,098 Est. Cost $167.93 Unrealized 0.0%
INTU INTUIT 0.1%
Value ($000) $205 Shares 331 Est. Cost $614.92 Unrealized +2.9%
EXE CHESAPEAKE ENERGY CORP 0.1%
Value ($000) $200 Shares 2,435 Est. Cost $73.28 Unrealized 0.0%
BUYW NORTHERN LTS FD TR IV 0.1%
Value ($000) $141 Shares 10,135 Est. Cost $13.48 Unrealized