Florida-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "HLNE",
  "PLMR",
  null,
  "FTAI",
  "STRL",
  "JXN",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "AXP",
  null,
  "ADMA",
  "T",
  "CAT",
  "AVGO",
  "APP",
  "BRO",
  null,
  "CMI",
  null,
  "EOG",
  null,
  "IBKR",
  "SMMT",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  null,
  "UNP",
  "QCOM",
  null,
  "HWM",
  "LEN",
  "INGR",
  "AMAT",
  "MUB",
  "META",
  null,
  "IVW",
  null,
  null,
  "BBUS",
  "KNSL",
  "LRCX",
  null,
  "L",
  null,
  null,
  "MPC",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "TMUS",
  "GE",
  "GWRE",
  "HIG",
  "SMR",
  "HSY",
  "ANET",
  "KKR",
  "KLAC",
  "ORCL",
  null,
  null,
  null,
  "PYPL",
  "PEP",
  "PNC",
  "IVV",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MSTR",
  null,
  "SPGI",
  null,
  null,
  "NOW",
  "RTX",
  "GLD",
  null,
  null,
  "SPYG",
  null,
  "RSG",
  "IBM",
  "SBUX",
  "CI",
  "TXN",
  "TRV",
  "UBER",
  "UTHR",
  "VO",
  "DTM",
  "RCL",
  "ASTS",
  "PPC",
  "JBL",
  null,
  null,
  null,
  "TRGP",
  null,
  null,
  "IT",
  null,
  null,
  "RMD",
  null,
  "VYM",
  "MGC",
  null,
  "VRT",
  "SEIC",
  "ATO",
  "ADSK",
  "GM",
  "ACGL",
  "AXON",
  "APH",
  "AMD",
  "FI",
  "WAB",
  "DECK",
  "WM",
  "FTNT",
  null,
  "IESC",
  "IDCC",
  "IDXX",
  "AOS",
  "PEG",
  "DHI",
  "AMZN",
  "MSI",
  null,
  "IVE",
  null,
  null,
  "AAON",
  null,
  "VGT",
  null,
  "VUG",
  "VLO",
  "VFH",
  "MGK",
  "VXUS",
  "VOOG",
  "VBK",
  "MGV",
  "BND",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VST",
  "WMT",
  "WFC",
  "WELL",
  "WSM",
  "WMB",
  null,
  null,
  null,
  null,
  "SCHD",
  "SCHG",
  "EXLS",
  null,
  null,
  "ROL",
  "CRM",
  null,
  "TPG",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  null,
  "DGRO",
  null,
  "SPYV",
  null,
  "NUE",
  "AME",
  "ADP",
  "BAC",
  "BRK-B",
  "BRBR",
  "BJ",
  "CVNA",
  "CDW",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "KO",
  "COP",
  "CTRA",
  "COST",
  "CRWD",
  "RSP",
  null,
  "EFA",
  "WULF",
  "NEE",
  "QQQ",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 247
Total Value: 253561567
Accession Number: 0002050972-25-000007
Form Type: 13F-HR
CIK: florida-financial-advisors
Manager Name: Florida-Financial-Advisors

Data Enrichment

77% identified

190 identified57 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

247 positions • $253.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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GENERAL MILLS INC

GIS|370334104

Shares:3.5K

Value:$206.9K

% of Portfolio:0.1% ($206.9K/$253.6M)

ServiceNow, Inc.

NOW|81762P102

Shares:259

Value:$206.3K

% of Portfolio:0.1% ($206.3K/$253.6M)

LOEWS CORP

L|540424108

Shares:2.2K

Value:$206.1K

% of Portfolio:0.1% ($206.1K/$253.6M)

LENNAR CORP /NEW/

LEN|526057104

Shares:1.8K

Value:$203.2K

% of Portfolio:0.1% ($203.2K/$253.6M)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:2.1K

Value:$201.9K

% of Portfolio:0.1% ($201.9K/$253.6M)

GARTNER INC

IT|366651107

Shares:480

Value:$201.6K

% of Portfolio:0.1% ($201.6K/$253.6M)

TERAWULF INC.

WULF|88080T104

Shares:21.3K

Value:$58.1K

% of Portfolio:0.0% ($58.1K/$253.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GENERAL MILLS INC(GIScusip370334104)	3.5K	QoQ +3.06% (-103) YoY NEW(+3.5K)	All Managers (Combined)	$206.9K	0.1% ($206.9K/$253.6M)	QoQ -3.34% (-$7.2K) YoY NEW(+$206.9K)
ServiceNow, Inc.(NOWcusip81762P102)	259	QoQ +25.12% (-52) YoY NEW(+259)	All Managers (Combined)	$206.3K	0.1% ($206.3K/$253.6M)	QoQ -5.97% (-$13.1K) YoY NEW(+$206.3K)
LOEWS CORP(Lcusip540424108)	2.2K	QoQ -62.90% (-3.8K) YoY -56.89% (-3.0K)	All Managers (Combined)	$206.1K	0.1% ($206.1K/$253.6M)	QoQ -59.74% (-$305.8K) YoY -49.38% (-$201.1K)
LENNAR CORP /NEW/(LENcusip526057104)	1.8K	QoQ -4.06% (-75) YoY -27.62% (-676)	All Managers (Combined)	$203.2K	0.1% ($203.2K/$253.6M)	QoQ -19.25% (-$48.5K) YoY -51.70% (-$217.6K)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$201.9K	0.1% ($201.9K/$253.6M)	QoQ NEW(+$201.9K) YoY NEW(+$201.9K)
GARTNER INC(ITcusip366651107)	480	QoQ -15.49% (-88) YoY NEW(+480)	All Managers (Combined)	$201.6K	0.1% ($201.6K/$253.6M)	QoQ -26.78% (-$73.8K) YoY NEW(+$201.6K)
TERAWULF INC.(WULFcusip88080T104)	21.3K	QoQ +65.11% (-8.4K) YoY NEW(+21.3K)	All Managers (Combined)	$58.1K	0.0% ($58.1K/$253.6M)	QoQ -20.36% (-$14.9K) YoY NEW(+$58.1K)