MondegarAI
FLORIDA FINANCIAL ADVISORS, LLC

Q4 2024 · 13F-HR

FLORIDA FINANCIAL ADVISORS, LLCholdings as filed

Filed 2025-02-12 · accession 0002050972-25-000006

$223.9M
Reported value
194
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$15.6M6.96%28,931CommonNONE
46641Q399BBUSJ P MORGAN EXCHANGE TRADED F$12.4M5.55%117,308CommonNONE
46090E103QQQINVESCO QQQ TR$11.5M5.12%22,402CommonNONE
921910873MGCVANGUARD WORLD FD$8.7M3.89%40,901CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$8.7M3.88%37,351CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$7.9M3.54%13,533CommonNONE
594918104MSFTMICROSOFT CORP$7.3M3.26%17,297CommonNONE
037833100AAPLAPPLE INC$6.8M3.03%27,054CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$6.6M2.95%253,504CommonNONE
922908744VTVVANGUARD INDEX FDS$6.4M2.88%38,033CommonNONE
67066G104NVDANVIDIA CORPORATION$6.0M2.68%44,614CommonNONE
464289438IWYISHARES TR$4.2M1.88%17,846CommonNONE
78464A409SPYGSPDR SER TR$4.0M1.78%45,205CommonNONE
78464A508SPYVSPDR SER TR$3.6M1.59%69,742CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$3.2M1.42%116,428CommonNONE
02079K305GOOGLALPHABET INC$3.1M1.37%16,244CommonNONE
30303M102METAMETA PLATFORMS INC$2.7M1.22%4,675CommonNONE
66538H591SECTNORTHERN LTS FD TR IV$2.3M1.03%41,802CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.2M1.00%4,932CommonNONE
023135106AMZNAMAZON COM INC$2.2M0.97%10,208CommonNONE
88160R101TSLATESLA INC$2.1M0.95%5,282CommonNONE
97717X669DGRWWISDOMTREE TR$1.9M0.86%23,724CommonNONE
437076102HDHOME DEPOT INC$1.9M0.84%4,829CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.8M0.78%8,764CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$1.7M0.74%8,998CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$1.7M0.74%28,924CommonNONE
92826C839VVISA INC$1.6M0.71%5,051CommonNONE
11135F101AVGOBROADCOM INC$1.6M0.70%6,717CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.5M0.66%26,084CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.5M0.65%6,071CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$1.4M0.65%31,430CommonNONE
931142103WMTWALMART INC$1.4M0.61%14,992CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.3M0.58%2,572CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.2M0.55%2,326CommonNONE
78464A821MDYGSPDR SER TR$1.2M0.52%13,323CommonNONE
464287309IVWISHARES TR$1.2M0.51%11,341CommonNONE
78464A839MDYVSPDR SER TR$1.1M0.51%14,325CommonNONE
64110L106NFLXNETFLIX INC$1.1M0.50%1,262CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.1M0.50%23,069CommonNONE
78464A201SLYGSPDR SER TR$1.1M0.49%12,244CommonNONE
78464A300SLYVSPDR SER TR$1.1M0.48%12,297CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.1M0.47%12,361CommonNONE
922908736VUGVANGUARD INDEX FDS$1.1M0.47%2,574CommonNONE
532457108LLYELI LILLY & CO$1.0M0.46%1,337CommonNONE
478160104JNJJOHNSON & JOHNSON$1.0M0.46%7,113CommonNONE
921910816MGKVANGUARD WORLD FD$1.0M0.46%2,985CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.0M0.46%1,117CommonNONE
922908751VBVANGUARD INDEX FDS$1.0M0.45%4,212CommonNONE
30231G102XOMEXXON MOBIL CORP$997,9400.45%9,277CommonNONE
466313103JBLJABIL INC$948,4220.42%6,594CommonNONE
882508104TXNTEXAS INSTRS INC$943,6280.42%5,032CommonNONE
922908769VTIVANGUARD INDEX FDS$943,5770.42%3,256CommonNONE
922908629VOVANGUARD INDEX FDS$921,3750.41%3,488CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$868,7910.39%11,478CommonNONE
92189F676SMHVANECK ETF TRUST$843,9310.38%3,485CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$817,0410.36%5,939CommonNONE
921910840MGVVANGUARD WORLD FD$789,2380.35%6,318CommonNONE
060505104BACBANK AMERICA CORP$775,6770.35%17,649CommonNONE
038222105AMATAPPLIED MATLS INC$774,6490.35%4,763CommonNONE
464287226AGGISHARES TR$728,8040.33%7,521CommonNONE
166764100CVXCHEVRON CORP NEW$727,6450.33%5,024CommonNONE
464287200IVVISHARES TR$709,0500.32%1,204CommonNONE
427866108HSYHERSHEY CO$699,2600.31%4,129CommonNONE
747525103QCOMQUALCOMM INC$683,7880.31%4,451CommonNONE
79466L302CRMSALESFORCE INC$659,2050.29%1,972CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$657,1320.29%1,868CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$646,4520.29%2,881CommonNONE
438516106HONHONEYWELL INTL INC$635,5640.28%2,814CommonNONE
464287408IVEISHARES TR$625,0350.28%3,274CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$624,1570.28%13,492CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$622,6370.28%1,701CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$620,6090.28%6,411CommonNONE
243537107DECKDECKERS OUTDOOR CORP$617,3940.28%3,040CommonNONE
78468R663BILSPDR SER TR$597,6520.27%6,537CommonNONE
02079K107GOOGALPHABET INC$593,1780.26%3,115CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$588,1990.26%2,769CommonNONE
78463V107GLDSPDR GOLD TR$586,4560.26%2,422CommonNONE
00724F101ADBEADOBE INC$573,4110.26%1,289CommonNONE
969904101WSMWILLIAMS SONOMA INC$563,3900.25%3,042CommonNONE
718172109PMPHILIP MORRIS INTL INC$559,1220.25%4,646CommonNONE
539830109LMTLOCKHEED MARTIN CORP$558,8900.25%1,150CommonNONE
464287432TLTISHARES TR$555,0920.25%6,356CommonNONE
68389X105ORCLORACLE CORP$544,2910.24%3,266CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$540,5070.24%10,819CommonNONE
092528603BINCBLACKROCK ETF TRUST II$535,5200.24%10,295CommonNONE
00287Y109ABBVABBVIE INC$527,9690.24%2,971CommonNONE
12514G108CDWCDW CORP$526,3470.24%3,024CommonNONE
540424108LLOEWS CORP$511,8960.23%6,044CommonNONE
922908595VBKVANGUARD INDEX FDS$511,8720.23%1,828CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$508,2140.23%3,857CommonNONE
464288414MUBISHARES TR$505,9150.23%4,748CommonNONE
58933Y105MRKMERCK & CO INC$501,2160.22%5,038CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$494,2900.22%863CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$490,8140.22%4,278CommonNONE
742718109PGPROCTER AND GAMBLE CO$484,4890.22%2,890CommonNONE
191216100KOCOCA COLA CO$470,8720.21%7,563CommonNONE
92204A702VGTVANGUARD WORLD FD$462,0530.21%743CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$450,5430.20%5,731CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$443,9720.20%5,202CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$442,6100.20%3,469CommonNONE
580135101MCDMCDONALDS CORP$434,0460.19%1,497CommonNONE
031100100AMEAMETEK INC$425,4330.19%2,360CommonNONE
482480100KLACKLA CORP$419,3400.19%665CommonNONE
46432F339QUALISHARES TR$412,1840.18%2,315CommonNONE
949746101WMT2WELLS FARGO CO NEW$407,1540.18%5,797CommonNONE
69374H881COWZPACER FDS TR$406,5250.18%7,198CommonNONE
407497106HLNEHAMILTON LANE INC$404,3020.18%2,731CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$403,5070.18%7,014CommonNONE
745867101PHMPULTE GROUP INC$403,3040.18%3,703CommonNONE
H1467J104CBCHUBB LIMITED$402,6730.18%1,457CommonNONE
23331A109DHID R HORTON INC$391,8520.18%2,803CommonNONE
92204A884VOXVANGUARD WORLD FD$391,8380.18%2,529CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$390,1750.17%1,620CommonNONE
37045V100GMGENERAL MTRS CO$388,8800.17%7,300CommonNONE
46429B747STIPISHARES TR$383,4010.17%3,811CommonNONE
032095101APHAMPHENOL CORP NEW$382,3050.17%5,505CommonNONE
17275R102CSCOCISCO SYS INC$374,6400.17%6,328CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$369,0160.16%2,106CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$368,7490.16%13,205CommonNONE
025816109AXPAMERICAN EXPRESS CO$366,6390.16%1,235CommonNONE
040413205ANETARISTA NETWORKS INC$363,1470.16%3,286CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$362,0100.16%1,877CommonNONE
872590104TMUST-MOBILE US INC$361,6480.16%1,638CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$359,8440.16%1,637CommonNONE
713448108PEPPEPSICO INC$357,0990.16%2,348CommonNONE
254687106DISDISNEY WALT CO$356,5770.16%3,317CommonNONE
052769106ADSKAUTODESK INC$352,1440.16%1,191CommonNONE
45168D104IDXXIDEXX LABS INC$351,4690.16%850CommonNONE
784117103SEICSEI INVTS CO$350,4490.16%4,249CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$348,0050.16%1,015CommonNONE
907818108UNPUNION PAC CORP$347,3880.16%1,523CommonNONE
29786A106ETSYETSY INC$346,9580.15%6,560CommonNONE
25459Y207QQQEDIREXION SHS ETF TR$345,9190.15%3,853CommonNONE
316092345FBCVFIDELITY COVINGTON TRUST$344,8340.15%10,911CommonNONE
464288760ITAISHARES TR$342,8290.15%2,359CommonNONE
922908538VOTVANGUARD INDEX FDS$342,0600.15%1,348CommonNONE
512807306LRCXLAM RESEARCH CORP$338,4940.15%4,686CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$333,0830.15%972CommonNONE
92840M102VSTVISTRA CORP$328,4250.15%2,382CommonNONE
912909108USX1UNITED STATES STL CORP NEW$325,8850.15%9,588CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$324,5790.14%4,292CommonNONE
20825C104COPCONOCOPHILLIPS$310,1590.14%3,128CommonNONE
231021106CMICUMMINS INC$307,1470.14%881CommonNONE
464287655IWMISHARES TR$303,8180.14%1,375CommonNONE
26875P101EOGEOG RES INC$295,7960.13%2,413CommonNONE
594972408MSTRMICROSTRATEGY INC$292,4620.13%1,010CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$290,0340.13%822CommonNONE
457187102INGRINGREDION INC$286,9020.13%2,086CommonNONE
46428Q109SLVISHARES SILVER TR$285,9230.13%10,859CommonNONE
550021109LULULULULEMON ATHLETICA INC$284,1310.13%743CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$278,4580.12%6,847CommonNONE
002824100ABTABBOTT LABS$277,4300.12%2,453CommonNONE
366651107ITGARTNER INC$275,3560.12%568CommonNONE
75513E101RTXRTX CORPORATION$275,2790.12%2,379CommonNONE
036752103ELVELEVANCE HEALTH INC$260,5200.12%706CommonNONE
98978V103ZTSZOETIS INC$254,6340.11%1,563CommonNONE
149123101CATCATERPILLAR INC$254,3940.11%701CommonNONE
125523100CITHE CIGNA GROUP$253,9700.11%920CommonNONE
526057104LENLENNAR CORP$251,7050.11%1,846CommonNONE
46434V621DGROISHARES TR$251,3460.11%4,098CommonNONE
94106L109WMWASTE MGMT INC DEL$248,3190.11%1,231CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$246,5990.11%530CommonNONE
03831W108APPAPPLOVIN CORP$246,1110.11%760CommonNONE
337738108FISVFISERV INC$245,0250.11%1,193CommonNONE
911363109URIUNITED RENTALS INC$243,4960.11%346CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$240,5280.11%1,043CommonNONE
91913Y100VLOVALERO ENERGY CORP$239,5210.11%1,954CommonNONE
369604301GEGE AEROSPACE$237,9360.11%1,427CommonNONE
921937835BNDVANGUARD BD INDEX FDS$237,1900.11%3,298CommonNONE
025072760MIDAMERICAN CENTY ETF TR$236,3450.11%3,918CommonNONE
617446448MSMORGAN STANLEY$233,9940.10%1,861CommonNONE
92204A405VFHVANGUARD WORLD FD$230,9250.10%1,956CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$229,5430.10%3,881CommonNONE
831865209AOSSMITH A O CORP$228,7080.10%3,353CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$228,5740.10%688CommonNONE
461202103INTUINTUIT$228,1000.10%363CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$227,3410.10%5,685CommonNONE
464288158SUBISHARES TR$227,2040.10%2,154CommonNONE
009158106APDAIR PRODS & CHEMS INC$224,6030.10%774CommonNONE
922908512VOEVANGUARD INDEX FDS$223,0680.10%1,379CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$221,9450.10%2,484CommonNONE
59001A102MTHMERITAGE HOMES CORP$219,8180.10%1,429CommonNONE
81762P102NOWSERVICENOW INC$219,4450.10%207CommonNONE
880779103TEXTEREX CORP NEW$218,7090.10%4,732CommonNONE
56585A102MPCMARATHON PETE CORP$218,3910.10%1,566CommonNONE
670346105NUENUCOR CORP$217,9440.10%1,867CommonNONE
370334104GISGENERAL MLS INC$214,0470.10%3,357CommonNONE
45778Q107NSPINSPERITY INC$212,7580.10%2,745CommonNONE
68404L201OPCHOPTION CARE HEALTH INC$211,2360.09%9,105CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$209,3820.09%2,478CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$208,8700.09%2,098CommonNONE
02209S103MOALTRIA GROUP INC$204,7380.09%3,915CommonNONE
66538H179BUYWNORTHERN LTS FD TR IV$139,4260.06%10,002CommonNONE
88080T104WULFTERAWULF INC$72,9460.03%12,888CommonNONE

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.