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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
IVVIshares Tr
Recent Activity
Increased 3.02%
2.26%
$1.696B
2.94M shares@ $576.82 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 4.57%
1.67%
$1.251B
2.192M shares@ $570.56 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.63%
1.5%
$1.123B
2.3M shares@ $488.06 avg price
VTVVanguard Index Fds
Recent Activity
Increased 12.46%
1.1%
$823.124M
4.715M shares@ $174.57 avg price
AVGOBroadcom Inc
Recent Activity
Increased 856.13%
1.04%
$778.059M
4.511M shares@ $172.5 avg price
VUGVanguard Index Fds
Recent Activity
Increased 7.94%
0.76%
$563.591M
1.468M shares@ $383.94 avg price
IEFAIshares Tr
Recent Activity
Increased 1.21%
0.74%
$555.274M
7.114M shares@ $78.05 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 1.85%
0.69%
$516.109M
4.026M shares@ $128.21 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 6.85%
0.68%
$508.502M
869,710 shares@ $584.68 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 0.68%
0.67%
$497.975M
5.891M shares@ $84.53 avg price