RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC
Q3 2024 Form 13-F
ST. PETERSBURG, FLORIDA
CIK 0001462284
· CRD 149018
· SEC-registered investment adviser
Holdings reported by
RAYMOND JAMES FINANCIAL INC since Q4 2024
$75.1B Reported Value Total
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC reports 985,117 total accounts under management (AUM). There are 399,177 discretionary accounts valued at $117,161,664,280, and 585,940 non-discretionary accounts valued at $158,268,224,167.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-19
Reported value
$75.1B
Quarter over quarter
+5.9%
Holdings
3,387
Top-10 concentration
17.7%
Filing Structure
Holdings reported by
- RAYMOND JAMES FINANCIAL INC · since Q4 2024
Key People
Form ADV owners & control persons
Thomas Alan James
DIRECTOR, CHAIRMAN
Ronice L. Barlow
CHIEF OPERATING OFFICER
Douglas Clark Brigman
DIRECTOR
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q3 2024 13F record
Q3 2024 13F filing summary
| Period of report | September 30, 2024 |
|---|---|
| Filed | October 18, 2024 |
| Form | 13F-HR |
| Reported value | $75.1B |
| Positions | 3,387 |
| Change in reported value | +6.7% |
| New positions | 184 |
| Exited positions | 154 |
| Position turnover | 9.6% |
| Top-10 concentration | 17.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2024 13F
Filed Oct 18, 2024
|
3,387 | $75.1B |
|
Q2 2024 13F
Filed Jul 19, 2024
|
3,356 | $70.4B |
|
Q1 2024 13F
Filed Apr 22, 2024
|
3,347 | $67.3B |
|
Q4 2023 13F
Filed Jan 16, 2024
|
3,243 | $61.5B |
|
Q3 2023 13F
Filed Oct 24, 2023
|
3,205 | $55.2B |
|
Q2 2023 13F
Filed Jul 25, 2023
|
3,194 | $56.7B |
|
Q1 2023 13F
Filed Apr 14, 2023
|
3,207 | $52.8B |
|
Q4 2022 13F
Filed Feb 8, 2023
|
3,176 | $49.7B |
|
Q3 2022 13F
Filed Oct 25, 2022
|
3,173 | $45.0B |
|
Q2 2022 13F
Filed Aug 12, 2022
|
3,159 | $46.0B |
|
Q1 2022 13F
Filed May 11, 2022
|
3,235 | $53.0B |
|
Q4 2021 13F
Filed Feb 8, 2022
|
3,217 | $53.6B |
|
Q3 2021 13F
Filed Nov 2, 2021
|
3,207 | $49.4B |
|
Q2 2021 13F
Filed Aug 11, 2021
|
3,210 | $49.0B |
|
Q1 2021 13F
Filed May 14, 2021
|
3,108 | $44.3B |
|
Q4 2020 13F
Filed Feb 12, 2021
|
2,929 | $40.1B |
|
Q3 2020 13F
Filed Nov 4, 2020
|
2,802 | $35.0B |
|
Q2 2020 13F
Filed Jul 17, 2020
|
2,753 | $31.5B |
|
Q1 2020 13F
Filed Apr 21, 2020
|
2,376 | $22.9B |
|
Q4 2019 13F
Filed Feb 12, 2020
|
2,795 | $31.2B |
25 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $2.1B | 2.83% |
| 2 | MSFT MICROSOFT CORP | $1.8B | 2.34% |
| 3 | IVV ISHARES TR | $1.7B | 2.26% |
| 4 | VOO VANGUARD INDEX FDS | $1.6B | 2.12% |
| 5 | SPY SPDR S&P 500 ETF TR | $1.2B | 1.6% |
| 6 | NVDA NVIDIA CORPORATION | $1.2B | 1.58% |
| 7 | QQQ INVESCO QQQ TR | $1.1B | 1.49% |
| 8 | AMZN AMAZON COM INC | $941.3M | 1.25% |
| 9 | JPM JPMORGAN CHASE & CO. | $870.1M | 1.16% |
| 10 | VTV VANGUARD INDEX FDS | $823.1M | 1.1% |
| 11 | AVGO BROADCOM INC | $778.0M | 1.04% |
| 12 | VTI VANGUARD INDEX FDS | $652.4M | 0.87% |
| 13 | HD HOME DEPOT INC | $643.0M | 0.86% |
| 14 | BRK-B BERKSHIRE HATHAWAY INC DEL | $623.9M | 0.83% |
| 15 | WMT WALMART INC | $619.4M | 0.82% |
| 16 | VO VANGUARD INDEX FDS | $593.8M | 0.79% |
| 17 | VUG VANGUARD INDEX FDS | $563.6M | 0.75% |
| 18 | GOOGL ALPHABET INC | $562.1M | 0.75% |
| 19 | IEFA ISHARES TR | $555.3M | 0.74% |
| 20 | DGRO ISHARES TR | $539.9M | 0.72% |
Values as reported on the Q3 2024 Form 13F. Every position is in the holdings table below.