Raymond James Financial Inc.
Raymond James Financial, Inc. is a diversified financial services holding company providing private client group, capital markets, asset management, and banking services across the U.S., Canada, and Europe. The firm is recognized for its strong advisor culture, comprehensive capabilities, and strategic investments in technology and AI to enhance client service.
Investment Strategy
Diversified financial services including wealth management, investment banking, asset management, and banking. The firm emphasizes client relationships, technology-driven insights, and sustainable long-term growth across its complementary business segments.
Latest 13F Filing Activity
Raymond James Financial Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 6,444 equity positions and 84 options positions with a total 13F market value of $290B. The fund increased holdings in Vanguard Index FDS, Microsoft Corp., Broadcom Inc. among other positions. Raymond James Financial Inc. reduced exposure to Unitedhealth Group Inc., Merck & Co. Inc., Apple Inc. among others.
Top Holdings
Equity Positions (6,444)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 5.57% | $16.18B | 28,484,896 | $540.48 | $568.03 | +$2.48B |
M MSFT | MICROSOFT CORP | 2.91% | $8.45B | 16,994,203 | $421.50 | $497.41 | +$2.07B |
A AGG | ISHARES TR | 2.64% | $7.67B | 77,335,290 | $96.99 | $99.20 | -$370.0M |
A AAPL | APPLE INC | 2.06% | $5.99B | 29,215,988 | $250.42 | $205.17 | -$539.5M |
N NVDA | NVIDIA CORPORATION | 1.88% | $5.47B | 34,627,250 | $134.84 | $157.99 | +$1.80B |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $101.0M | 1,880 | $617.85 | $595.83 | +577 | +$31.0M |
L LB | LANDBRIDGE COMPANY LLC | New | Put | $3.8M | 588 | $67.58 | $67.58 | +588 | +$3.8M |
N NVDA | NVIDIA CORPORATION | Bought | Put | $3.9M | 312 | $157.99 | $140.90 | +87 | +$1.3M |
T TLT | ISHARES TR | Bought | Put | $2.5M | 312 | $88.25 | $88.25 | +312 | +$2.5M |
N NEM | NEWMONT CORP | Bought | Put | $2.4M | 476 | $58.26 | $53.27 | +238 | +$1.3M |