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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
TWSTTwist Bioscience Corp
Recent Activity
Exited
0%
$3.367M
68,328 shares@ $49.29 avg price
VECOVeeco Instrs Inc Del
Recent Activity
Exited
0%
$2.956M
63,279 shares@ $46.71 avg price
CORTCorcept Therapeutics Inc
Recent Activity
Exited
0%
$2.521M
77,593 shares@ $32.5 avg price
KARSKraneshares Trust
Recent Activity
Exited
0%
$2.332M
120,260 shares@ $19.39 avg price
FULFuller H B Co
Recent Activity
Exited
0%
$2.261M
29,383 shares@ $76.96 avg price
RTHVaneck Etf Trust
Recent Activity
Exited
0%
$1.927M
9,365 shares@ $205.76 avg price
HDGEAdvisorshares Tr
Recent Activity
Exited
0%
$1.698M
82,403 shares@ $20.62 avg price
CIVICivitas Resources Inc
Recent Activity
Exited
0%
$1.684M
24,406 shares@ $69.01 avg price
MCBCMacatawa Bk Corp
Recent Activity
Exited
0%
$1.647M
112,805 shares@ $14.6 avg price
MGMTUnified Ser Tr
Recent Activity
Exited
0%
$1.616M
45,030 shares@ $35.88 avg price