MondegarAI
FLORIDA FINANCIAL ADVISORS, LLC

Q3 2024 · 13F-HR

FLORIDA FINANCIAL ADVISORS, LLCholdings as filed

Filed 2025-01-10 · accession 0002050972-25-000005

$194.0M
Reported value
172
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q399BBUSJ P MORGAN EXCHANGE TRADED F$12.0M6.19%115,839CommonNONE
922908363VOOVANGUARD INDEX FDS$12.0M6.16%22,654CommonNONE
46090E103QQQINVESCO QQQ TR$10.1M5.19%20,636CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$9.8M5.08%43,621CommonNONE
921910873MGCVANGUARD WORLD FD$9.2M4.73%44,415CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$7.4M3.84%12,975CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$7.3M3.75%90,585CommonNONE
922908744VTVVANGUARD INDEX FDS$6.4M3.29%36,539CommonNONE
594918104MSFTMICROSOFT CORP$5.8M2.99%23,624CommonNONE
037833100AAPLAPPLE INC$5.1M2.65%22,028CommonNONE
67066G104NVDANVIDIA CORPORATION$4.2M2.18%34,896CommonNONE
464289438IWYISHARES TR$3.7M1.92%16,922CommonNONE
78464A409SPYGSPDR SER TR$2.9M1.50%34,967CommonNONE
78464A508SPYVSPDR SER TR$2.8M1.44%52,834CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2.8M1.44%32,938CommonNONE
66538H591SECTNORTHERN LTS FD TR IV$2.5M1.28%46,260CommonNONE
30303M102METAMETA PLATFORMS INC$2.4M1.26%4,279CommonNONE
02079K305GOOGLALPHABET INC$2.3M1.20%13,980CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.9M1.00%4,224CommonNONE
437076102HDHOME DEPOT INC$1.9M0.99%4,741CommonNONE
97717X669DGRWWISDOMTREE TR$1.6M0.85%19,817CommonNONE
023135106AMZNAMAZON COM INC$1.6M0.85%8,935CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$1.6M0.83%9,254CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.5M0.79%2,992CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.5M0.79%27,367CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.4M0.73%7,305CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.4M0.70%8,841CommonNONE
88160R101TSLATESLA INC$1.4M0.70%5,190CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.3M0.68%6,265CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$1.2M0.64%22,017CommonNONE
92826C839VVISA INC$1.2M0.63%4,470CommonNONE
30231G102XOMEXXON MOBIL CORP$1.2M0.60%9,895CommonNONE
92189F676SMHVANECK ETF TRUST$1.2M0.59%4,486CommonNONE
478160104JNJJOHNSON & JOHNSON$1.1M0.57%6,816CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$1.1M0.57%22,801CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.1M0.55%2,169CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.0M0.53%11,715CommonNONE
882508104TXNTEXAS INSTRS INC$1.0M0.52%4,911CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.0M0.52%22,144CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$967,2650.50%1,124CommonNONE
931142103WMTWALMART INC$958,2740.49%11,867CommonNONE
922908769VTIVANGUARD INDEX FDS$929,0490.48%3,281CommonNONE
78464A839MDYVSPDR SER TR$905,9690.47%11,402CommonNONE
78464A821MDYGSPDR SER TR$882,0410.45%10,053CommonNONE
922908736VUGVANGUARD INDEX FDS$880,6100.45%2,294CommonNONE
038222105AMATAPPLIED MATLS INC$880,1070.45%4,356CommonNONE
78464A201SLYGSPDR SER TR$872,3400.45%9,369CommonNONE
78464A300SLYVSPDR SER TR$864,4350.45%9,957CommonNONE
11135F101AVGOBROADCOM INC$860,7420.44%5,029CommonNONE
921910840MGVVANGUARD WORLD FD$826,8490.43%6,446CommonNONE
921910816MGKVANGUARD WORLD FD$804,2660.41%2,498CommonNONE
922908629VOVANGUARD INDEX FDS$790,2800.41%2,995CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$778,2190.40%5,746CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$762,8550.39%9,448CommonNONE
718172109PMPHILIP MORRIS INTL INC$741,9430.38%6,136CommonNONE
64110L106NFLXNETFLIX INC$720,6600.37%1,016CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$697,6560.36%7,717CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$695,9570.36%3,473CommonNONE
464287226AGGISHARES TR$694,1970.36%6,855CommonNONE
166764100CVXCHEVRON CORP NEW$674,9550.35%4,583CommonNONE
747525103QCOMQUALCOMM INC$674,8380.35%3,982CommonNONE
532457108LLYELI LILLY & CO$671,5150.35%758CommonNONE
092528603BINCBLACKROCK ETF TRUST II$663,7510.34%12,400CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$661,4470.34%7,969CommonNONE
427866108HSYHERSHEY CO$643,2200.33%3,354CommonNONE
060505104BACBANK AMERICA CORP$619,4960.32%15,609CommonNONE
922908751VBVANGUARD INDEX FDS$595,4270.31%2,511CommonNONE
12514G108CDWCDW CORP$558,2450.29%2,467CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$547,2140.28%2,453CommonNONE
624756102MLIMUELLER INDS INC$526,9840.27%7,112CommonNONE
464287432TLTISHARES TR$524,3280.27%5,345CommonNONE
438516106HONHONEYWELL INTL INC$523,3320.27%2,532CommonNONE
539830109LMTLOCKHEED MARTIN CORP$520,0020.27%890CommonNONE
464288414MUBISHARES TR$512,4540.26%4,717CommonNONE
78463V107GLDSPDR GOLD TR$509,5530.26%2,096CommonNONE
00724F101ADBEADOBE INC$505,0020.26%976CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$488,7060.25%11,426CommonNONE
59001A102MTHMERITAGE HOMES CORP$486,0920.25%2,343CommonNONE
969904101WSMWILLIAMS SONOMA INC$470,2350.24%3,209CommonNONE
23331A109DHID R HORTON INC$464,5990.24%2,440CommonNONE
58933Y105MRKMERCK & CO INC$464,4300.24%4,090CommonNONE
031100100AMEAMETEK INC$456,0420.24%2,656CommonNONE
231021106CMICUMMINS INC$453,9560.23%1,404CommonNONE
02079K107GOOGALPHABET INC$453,2900.23%2,711CommonNONE
482480100KLACKLA CORP$442,9270.23%572CommonNONE
745867101PHMPULTE GROUP INC$428,7520.22%2,987CommonNONE
H1467J104CBCHUBB LIMITED$419,0050.22%1,453CommonNONE
713448108PEPPEPSICO INC$418,8940.22%2,463CommonNONE
464287200IVVISHARES TR$414,8170.21%719CommonNONE
032095101APHAMPHENOL CORP NEW$407,3050.21%5,872CommonNONE
46432F339QUALISHARES TR$403,2430.21%2,249CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$401,3170.21%3,491CommonNONE
540424108LLOEWS CORP$400,3090.21%5,082CommonNONE
46429B747STIPISHARES TR$397,8830.21%3,927CommonNONE
036752103ELVELEVANCE HEALTH INC$395,6560.20%761CommonNONE
00287Y109ABBVABBVIE INC$394,9370.20%2,000CommonNONE
243537107DECKDECKERS OUTDOOR CORP$390,1130.20%2,450CommonNONE
922908595VBKVANGUARD INDEX FDS$388,8590.20%1,454CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$385,5950.20%1,091CommonNONE
191216100KOCOCA COLA CO$384,0100.20%5,344CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$383,3220.20%1,637CommonNONE
69374H881COWZPACER FDS TR$365,9690.19%6,328CommonNONE
37045V100GMGENERAL MTRS CO$363,8250.19%9,516CommonNONE
742718109PGPROCTER AND GAMBLE CO$360,0590.19%2,089CommonNONE
922908538VOTVANGUARD INDEX FDS$355,1640.18%1,459CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$348,3570.18%1,885CommonNONE
831865209AOSSMITH A O CORP$346,8390.18%3,675CommonNONE
921937793BLVVANGUARD BD INDEX FDS$346,4770.18%4,609CommonNONE
526057104LENLENNAR CORP$345,4200.18%1,842CommonNONE
912909108USX1UNITED STATES STL CORP NEW$344,4040.18%9,748CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$340,4680.18%4,363CommonNONE
464287655IWMISHARES TR$339,6860.18%1,538CommonNONE
45168D104IDXXIDEXX LABS INC$339,0570.17%671CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$338,1040.17%1,043CommonNONE
316092345FBCVFIDELITY COVINGTON TRUST$329,8860.17%10,093CommonNONE
20825C104COPCONOCOPHILLIPS$328,1500.17%3,117CommonNONE
407497106HLNEHAMILTON LANE INC$317,7860.16%1,887CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$316,8970.16%1,769CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$311,4560.16%1,610CommonNONE
464288760ITAISHARES TR$311,2370.16%2,080CommonNONE
92204A884VOXVANGUARD WORLD FD$308,3170.16%2,121CommonNONE
580135101MCDMCDONALDS CORP$306,0710.16%1,005CommonNONE
26875P101EOGEOG RES INC$304,4880.16%2,486CommonNONE
25459Y207QQQEDIREXION SHS ETF TR$302,5260.16%3,354CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$302,5120.16%611CommonNONE
902494103TSNTYSON FOODS INC$301,1980.16%5,057CommonNONE
315912808ONEQFIDELITY COMWLTH TR$300,9350.16%4,203CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$300,3000.15%2,342CommonNONE
125523100CITHE CIGNA GROUP$298,0680.15%860CommonNONE
78468R663BILSPDR SER TR$298,0280.15%3,246CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$297,5640.15%6,261CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$297,2490.15%5,026CommonNONE
670346105NUENUCOR CORP$290,4630.15%1,932CommonNONE
911363109URIUNITED RENTALS INC$289,4690.15%357CommonNONE
457187102INGRINGREDION INC$285,7170.15%2,079CommonNONE
052769106ADSKAUTODESK INC$283,8560.15%1,030CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$281,1290.14%6,293CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$280,0980.14%5,536CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$277,3630.14%774CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$270,5120.14%4,546CommonNONE
025816109AXPAMERICAN EXPRESS CO$268,6110.14%990CommonNONE
91913Y100VLOVALERO ENERGY CORP$261,2150.13%1,934CommonNONE
98978V103ZTSZOETIS INC$258,6410.13%1,324CommonNONE
79466L302CRMSALESFORCE INC$257,8530.13%942CommonNONE
366651107ITGARTNER INC$257,6200.13%508CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$257,0850.13%6,572CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$255,9810.13%2,288CommonNONE
949746101WMT2WELLS FARGO CO NEW$254,4000.13%4,503CommonNONE
46434V621DGROISHARES TR$253,5930.13%4,045CommonNONE
237266101DARDARLING INGREDIENTS INC$252,6140.13%6,798CommonNONE
56585A102MPCMARATHON PETE CORP$251,3830.13%1,543CommonNONE
17275R102CSCOCISCO SYS INC$249,8900.13%4,695CommonNONE
370334104GISGENERAL MLS INC$249,7600.13%3,382CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$240,9330.12%4,919CommonNONE
674215207CHRDCHORD ENERGY CORPORATION$238,2780.12%1,921CommonNONE
922908512VOEVANGUARD INDEX FDS$233,7190.12%1,394CommonNONE
149123101CATCATERPILLAR INC$230,1210.12%588CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$228,8090.12%1,394CommonNONE
550021109LULULULULEMON ATHLETICA INC$223,3210.12%823CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$222,6530.11%53CommonNONE
682189105ONON SEMICONDUCTOR CORP$221,6060.11%3,052CommonNONE
75513E101RTXRTX CORPORATION$219,5600.11%1,812CommonNONE
68389X105ORCLORACLE CORP$217,2770.11%1,275CommonNONE
H11356104BGBUNGE GLOBAL SA$214,9750.11%2,224CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$214,2000.11%3,586CommonNONE
254687106DISDISNEY WALT CO$213,2300.11%2,262CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$210,5000.11%452CommonNONE
002824100ABTABBOTT LABS$208,1840.11%1,826CommonNONE
369604301GEGE AEROSPACE$207,0360.11%1,098CommonNONE
461202103INTUINTUIT$205,3560.11%331CommonNONE
165167735EXECHESAPEAKE ENERGY CORP$200,2990.10%2,435CommonNONE
66538H179BUYWNORTHERN LTS FD TR IV$141,2830.07%10,135CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.