|
Q2 2026
|
|
|
Reported by Raymond James Financial Inc
|
13F-NT |
8/4/2026 |
000108895026000003 |
|
Q1 2026
|
|
|
Reported by Raymond James Financial Inc
|
13F-NT |
5/7/2026 |
000108895026000002 |
|
Q4 2025
|
|
|
Reported by Raymond James Financial Inc
|
13F-NT |
2/6/2026 |
000108895026000001 |
|
Q3 2025
|
|
|
Reported by Raymond James Financial Inc
|
13F-NT |
11/10/2025 |
000108895025000012 |
|
Q2 2025
|
|
|
Reported by Raymond James Financial Inc
|
13F-NT |
8/12/2025 |
000108895025000006 |
|
Q1 2025
|
|
|
Reported by Raymond James Financial Inc
|
13F-NT |
4/30/2025 |
000108895025000004 |
|
Q4 2024
|
|
|
Reported by Raymond James Financial Inc
|
13F-NT |
2/6/2025 |
000108895025000003 |
|
Q3 2024
|
1,313 |
4,600,557 |
MSFT, AAPL, VOO, NVDA
|
13F-HR
|
11/12/2024 |
000108895024000009 |
|
Q2 2024
|
1,254 |
4,259,544 |
MSFT, AAPL, VOO, NVDA
|
13F-HR
|
7/25/2024 |
000108895024000003 |
|
Q1 2024
|
1,250 |
4,124,147 |
MSFT, AAPL, VOO, VEA
|
13F-HR
|
4/24/2024 |
000108895024000002 |
|
Q4 2023
|
1,207 |
3,778,043 |
MSFT, AAPL, VOO, VEA
|
13F-HR
|
1/10/2024 |
000108895024000001 |
|
Q3 2023
|
1,151 |
3,369,456 |
AAPL, MSFT, VOO, VEA
|
13F-HR
|
11/14/2023 |
000108895023000005 |
|
Q2 2023
|
1,180 |
3,453,602 |
AAPL, MSFT, VOO, VEA
|
13F-HR
|
8/15/2023 |
000108895023000003 |
|
Q1 2023
|
1,152 |
3,157,252 |
AAPL, MSFT, VEA, VOO
|
13F-HR
|
5/3/2023 |
000108895023000002 |
|
Q4 2022
|
1,132 |
2,973,273 |
AAPL, MSFT, VEA, VOO
|
13F-HR
|
2/2/2023 |
000108895023000001 |
|
Q3 2022
|
1,068 |
2,681,472 |
AAPL, MSFT, VOO, VEA
|
13F-HR
|
10/31/2022 |
000108895022000004 |
|
Q2 2022
|
1,082 |
2,793,777 |
MSFT, AAPL, VOO, VEA
|
13F-HR
|
7/14/2022 |
000108895022000003 |
|
Q1 2022
|
1,158 |
3,250,355 |
AAPL, MSFT, VOO, VEA
|
13F-HR
|
5/12/2022 |
000108895022000002 |
|
Q4 2021
|
1,184 |
3,362,658 |
MSFT, AAPL, VOO, VEA
|
13F-HR
|
1/31/2022 |
000108895022000001 |
|
Q3 2021
|
1,126 |
2,999,544 |
MSFT, AAPL, VOO, VEA
|
13F-HR
|
10/18/2021 |
000108895021000005 |
|
Q2 2021
|
1,124 |
3,009,381 |
MSFT, AAPL, VOO, VEA
|
13F-HR
|
7/20/2021 |
000108895021000004 |
|
Q1 2021
|
1,093 |
2,867,939 |
MSFT, AAPL, VOO, VEA
|
13F-HR
|
5/3/2021 |
000108895021000003 |
|
Q4 2020
|
1,038 |
2,613,609 |
AAPL, MSFT, KO, VEA
|
13F-HR
|
1/13/2021 |
000108895021000001 |
|
Q3 2020
|
978 |
2,321,491 |
AAPL, MSFT, FLGT, KO
|
13F-HR
|
10/14/2020 |
000108895020000005 |
|
Q2 2020
|
930 |
2,067,310 |
MSFT, AAPL, VEA, HD
|
13F-HR
|
7/16/2020 |
000108895020000004 |
|
Q1 2020
|
821 |
1,690,475 |
MSFT, AAPL, VEA, KO
|
13F-HR
|
4/17/2020 |
000108895020000002 |
|
Q4 2019
|
960 |
2,097,445 |
MSFT, AAPL, VEA, KO
|
13F-HR
|
1/14/2020 |
000108895020000001 |
|
Q3 2019
|
938 |
1,939,628 |
MSFT, KO, AAPL, VEA
|
13F-HR
|
10/24/2019 |
000108895019000005 |
|
Q2 2019
|
910 |
1,815,325 |
MSFT, KO, AAPL, VEA
|
13F-HR
|
7/15/2019 |
000108895019000003 |
|
Q1 2019
|
876 |
1,734,022 |
MSFT, KO, AAPL, VEA
|
13F-HR
|
4/15/2019 |
000108895019000002 |
|
Q4 2018
|
818 |
1,554,227 |
KO, MSFT, AAPL, VEA
|
13F-HR
|
1/29/2019 |
000108895019000001 |
|
Q3 2018
|
891 |
1,775,740 |
AAPL, KO, MSFT, JPM
|
RESTATEMENT
|
11/13/2018 |
000108895018000005 |
|
Q2 2018
|
859 |
1,642,323 |
KO, AAPL, MSFT, VEA
|
RESTATEMENT
|
11/26/2018 |
000108895018000006 |
|
Q1 2018
|
723 |
1,448,036 |
AAPL, MSFT, JPM, VEA
|
13F-HR
|
4/5/2018 |
000108895018000002 |
|
Q4 2017
|
744 |
1,485,276 |
AAPL, MSFT, JPM, KO
|
13F-HR
|
2/2/2018 |
000108895018000001 |
|
Q3 2017
|
731 |
1,397,038 |
AAPL, KO, MSFT, JPM
|
13F-HR
|
10/24/2017 |
000108895017000007 |
|
Q2 2017
|
720 |
1,338,096 |
AAPL, KO, MSFT, JPM
|
13F-HR
|
8/10/2017 |
000108895017000005 |
|
Q1 2017
|
702 |
1,316,028 |
AAPL, KO, XOM, MRK
|
13F-HR
|
4/7/2017 |
000108895017000002 |
|
Q4 2016
|
706 |
1,254,547 |
XOM, KO, AAPL, JPM
|
13F-HR
|
1/19/2017 |
000108895017000001 |
|
Q3 2016
|
679 |
1,163,500 |
KO, XOM, JNJ, AAPL
|
13F-HR
|
10/11/2016 |
000108895016000019 |
|
Q2 2016
|
676 |
1,135,965 |
KO, XOM, JNJ, PG
|
RESTATEMENT
|
10/26/2016 |
000108895016000021 |
|
Q1 2016
|
669 |
1,072,432 |
KO, XOM, JNJ, AAPL
|
RESTATEMENT
|
10/26/2016 |
000108895016000020 |
|
Q4 2015
|
677 |
1,084,277 |
KO, EFA, XOM, AAPL
|
13F-HR
|
1/13/2016 |
000108895016000014 |
|
Q3 2015
|
619 |
888,531 |
KO, XOM, AAPL, PG
|
13F-HR
|
11/5/2015 |
000108895015000011 |
|
Q2 2015
|
636 |
943,436 |
KO, AAPL, XOM, PG
|
13F-HR
|
7/13/2015 |
000108895015000009 |
|
Q1 2015
|
641 |
933,709 |
KO, AAPL, XOM, PFE
|
13F-HR
|
4/22/2015 |
000108895015000005 |
|
Q4 2014
|
631 |
930,229 |
KO, XOM, AAPL, MSFT
|
13F-HR
|
2/25/2015 |
000108895015000001 |
|
Q3 2014
|
612 |
873,591 |
KO, XOM, AAPL, MSFT
|
13F-HR
|
10/10/2014 |
000108895014000005 |
|
Q2 2014
|
615 |
872,611 |
KO, XOM, AAPL, JNK
|
13F-HR
|
8/4/2014 |
000108895014000004 |
|
Q1 2014
|
587 |
812,541 |
XOM, KO, JNK, AAPL
|
13F-HR
|
5/5/2014 |
000108895014000002 |
|
Q4 2013
|
575 |
761,761 |
XOM, KO, AAPL, JNK
|
13F-HR
|
1/29/2014 |
000108895014000001 |