RAYMOND JAMES FINANCIAL INC
RIA/Wealth
RAYMOND JAMES FINANCIAL INC is a RIA/Wealth based in Beavercreek, OH led by Steven Robert Marcus, managing $310.43B across 4,758 long positions as of Q3 2025 with 38% ETF concentration.
CEOSteven Robert Marcus
- Portfolio Value
- $310.43B
- Positions
- 4,758
- Top Holding
- VOO at 5.59%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in RAYMOND JAMES FINANCIAL INC's portfolio (22.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $17.3B | 5.59% | -$96.0M Sold | — 28.3M shares | |
Software - Infrastructure Technology | $8.9B | 2.85% | +$57.6M Bought | 0.23% 17.1M shares | |
ETF ETF | $7.9B | 2.56% | +$191.6M Bought | — 79.2M shares | |
Consumer Electronics Technology | $7.6B | 2.44% | +$136.3M Bought | 0.20% 29.8M shares | |
Semiconductors Technology | $6.4B | 2.06% | -$70.6M Sold | 0.14% 34.2M shares | |
Semiconductors Technology | $5.4B | 1.74% | -$388.3M Sold | 0.35% 16.3M shares | |
Specialty Retail Consumer Cyclical | $4.6B | 1.47% | +$17.1M Bought | 0.20% 20.8M shares | |
Banks - Diversified Financial Services | $4.6B | 1.47% | -$26.3M Sold | 0.53% 14.4M shares | |
ETF ETF | $3.3B | 1.05% | -$120.8M Sold | — 37.5M shares | |
Internet Content & Information Communication Services | $3.2B | 1.05% | +$38.4M Bought | 0.11% 13.4M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in RAYMOND JAMES FINANCIAL INC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for RAYMOND JAMES FINANCIAL INC
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