SEC 13F Intelligence

Managers / Q1 2021 · view latest →

Raymond James Financial Services Advisors, Inc.

CIK 0001462284 · 880 CARILLON PARKWAY, ST. PETERSBURG, FL, 33716 · 727-567-1000

Reported Value
$44.3B
Q1 2021
Positions
3,187
Filings on Record
24
2019–present window
Filed
May 14, 2021
original filing

Summary

Raymond James Financial Services Advisors, Inc. reported $44.3B in U.S.-listed holdings across 3,187 positions for Q1 2021.

Its largest position, AAPL, represents 2.8% of the portfolio.

Compared with Q4 2020, the fund opened 329 new positions and exited 150.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $19.0BQ4 ’18Q1 ’19: $24.1BQ2 ’19: $26.1BQ3 ’19: $27.6BQ3 ’19Q4 ’19: $31.2BQ1 ’20: $22.9BQ2 ’20: $31.5BQ2 ’20Q3 ’20: $35.0BQ4 ’20: $40.1BQ1 ’21: $44.3BQ1 ’21Q2 ’21: $49.0BQ3 ’21: $49.4BQ4 ’21: $53.6BQ4 ’21Q1 ’22: $53.0BQ2 ’22: $46.0BQ3 ’22: $45.0BQ3 ’22Q4 ’22: $49.7BQ1 ’23: $52.8BQ2 ’23: $56.7BQ2 ’23Q3 ’23: $55.2BQ4 ’23: $61.5BQ1 ’24: $67.3BQ1 ’24Q2 ’24: $70.4BQ3 ’24: $75.1Bfilingsflow.com

Portfolio Composition

By security type
ETP: 50.4%Common Stock: 42.9%Other: 3.3%Closed-End Fund: 1.5%REIT: 0.9%Other: 1.1%
  • ETP · 50.4% · $22.3B
  • Common Stock · 42.9% · $19.0B
  • Other · 3.3% · $1.5B
  • Closed-End Fund · 1.5% · $658M
  • REIT · 0.9% · $388M
  • Other · 1.1% · $492M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2024$75.1B3,437Oct 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$70.4B3,395Jul 19, 202413F-HRchanges · EDGAR ↗
Q1 2024$67.3B3,385Apr 22, 202413F-HRchanges · EDGAR ↗
Q4 2023$61.5B3,288Jan 16, 202413F-HRchanges · EDGAR ↗
Q3 2023$55.2B3,259Oct 24, 202313F-HRchanges · EDGAR ↗
Q2 2023$56.7B3,234Jul 25, 202313F-HRchanges · EDGAR ↗
Q1 2023$52.8B3,252Apr 14, 202313F-HRchanges · EDGAR ↗
Q4 2022$49.7B3,274Feb 8, 202313F-HRchanges · EDGAR ↗
Q3 2022$45.0B3,286Oct 25, 202213F-HRchanges · EDGAR ↗
Q2 2022$46.0B3,272Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$53.0B3,335May 11, 202213F-HRchanges · EDGAR ↗
Q4 2021$53.6B3,326Feb 8, 202213F-HRchanges · EDGAR ↗
Q3 2021$49.4B3,300Nov 2, 202113F-HRchanges · EDGAR ↗
Q2 2021$49.0B3,310Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$44.3B3,187May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$40.1B3,000Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$35.0B2,896Nov 4, 202013F-HRchanges · EDGAR ↗
Q2 2020$31.5B2,831Jul 17, 202013F-HRchanges · EDGAR ↗
Q1 2020$22.9B2,427Apr 21, 202013F-HRchanges · EDGAR ↗
Q4 2019$31.2B2,872Feb 12, 202013F-HRchanges · EDGAR ↗
Q3 2019$27.6B2,821Nov 7, 201913F-HRchanges · EDGAR ↗
Q2 2019$26.1B2,857Aug 6, 201913F-HRchanges · EDGAR ↗
Q1 2019$24.1B2,813May 6, 201913F-HRchanges · EDGAR ↗
Q4 2018$19.0B2,579Feb 11, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.