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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
IWMIshares Tr
Recent Activity
Increased 0.94%
0.32%
$239.186M
1.083M shares@ $220.89 avg price
PGProcter And Gamble Co
Recent Activity
Increased 1.4%
0.32%
$238.371M
1.376M shares@ $173.2 avg price
VGTVanguard World Fd
Recent Activity
Decreased -0.3%
0.32%
$233.806M
398,633 shares@ $586.53 avg price
MDTMedtronic Plc
Recent Activity
Decreased -6.22%
0.32%
$233.14M
2.59M shares@ $90.04 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -6.41%
0.31%
$230.93M
5.529M shares@ $41.77 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 10.03%
0.31%
$229.449M
944,000 shares@ $243.06 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 0.66%
0.3%
$223.713M
4.232M shares@ $52.86 avg price
IWDIshares Tr
Recent Activity
Increased 4.5%
0.3%
$222.606M
1.173M shares@ $189.81 avg price
ABBVAbbvie Inc
Recent Activity
Increased 2.95%
0.3%
$222.023M
1.124M shares@ $197.49 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 0.49%
0.3%
$221.319M
980,330 shares@ $225.76 avg price