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Rachel Jacobson

@Raymond James Financial Services Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$75.081BTotal holdings3408
Assets growth rate6.73%Assets growth rate (2-Q avg)5.6%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Raymond James Financial Services Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3408 positions.

Assets under management

The assets under management (AUM) of Raymond James Financial Services Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 75.081B in assets, with a quarterly growth rate of 6.73% and a 2-quarter average growth rate of 5.6%. The portfolio is managed by Rachel Jacobson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HELOJ P Morgan Exchange Traded F
Recent Activity
New Position
0.04%
$29.28M
478,905 shares@ $61.15 avg price
BUFZFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$25.2M
1.071M shares@ $23.55 avg price
BBCAJ P Morgan Exchange Traded F
Recent Activity
New Position
0.03%
$20.178M
279,124 shares@ $72.3 avg price
CGCBCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.02%
$14.111M
523,597 shares@ $26.95 avg price
BUFFInnovator Etfs Trust
Recent Activity
New Position
0.02%
$9.686M
219,529 shares@ $44.12 avg price
TMSLT Rowe Price Etf Inc
Recent Activity
New Position
0.02%
$8.406M
258,973 shares@ $32.47 avg price
SFLOVictory Portfolios Ii
Recent Activity
New Position
0.01%
$4.999M
186,736 shares@ $26.78 avg price
HWKNHawkins Inc
Recent Activity
New Position
0.01%
$4.021M
31,547 shares@ $127.48 avg price
GOVZIshares Tr
Recent Activity
New Position
0.01%
$3.192M
270,280 shares@ $11.82 avg price
DXDynex Cap Inc
Recent Activity
New Position
0.01%
$2.996M
234,775 shares@ $12.77 avg price