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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
CIBBancolombia S A
Recent Activity
New Position
0.01%
$2.858M
91,090 shares@ $31.38 avg price
VCYTVeracyte Inc
Recent Activity
New Position
0.01%
$2.825M
83,004 shares@ $34.04 avg price
PIPRPiper Sandler Companies
Recent Activity
New Position
0.01%
$2.372M
8,356 shares@ $283.82 avg price
VSCOVictorias Secret And Co
Recent Activity
New Position
0.01%
$2.038M
79,318 shares@ $25.7 avg price
LDURPimco Etf Tr
Recent Activity
New Position
0.01%
$1.918M
19,989 shares@ $95.96 avg price
RDOGAlps Etf Tr
Recent Activity
New Position
0.01%
$1.889M
45,035 shares@ $41.96 avg price
PUTWWisdomtree Tr
Recent Activity
New Position
0.01%
$1.768M
53,411 shares@ $33.11 avg price
MNRMach Natural Resources Lp
Recent Activity
New Position
0.01%
$1.763M
110,203 shares@ $16.0 avg price
DRHDiamondrock Hospitality Co
Recent Activity
New Position
0.01%
$1.73M
198,128 shares@ $8.73 avg price
IJUNInnovator Etfs Trust
Recent Activity
New Position
0.01%
$1.714M
65,613 shares@ $26.13 avg price