Allyson Mickool
Florida Financial Advisors, Llc
Assets Managed
$418.012M
Holdings
317
Last Quarter
2026 - Q1
Filed Date
2mo 7d ago
Growth Rate
13.63%(2Q avg: 13.65%)
Sustained Growth
2 quarters
Portfolio positions
This chart displays the top 10 holdings in Florida Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 317 positions.
Assets under management
The assets under management (AUM) of Florida Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 418.012M in assets, with a quarterly growth rate of 13.63% and a 2-quarter average growth rate of 13.65%. The portfolio is managed by Allyson Mickool, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VOO Vanguard S&p 500 Etf
| 4.05% | $16.908M 28,294 shares@ $597.6 avg price | Increased 6.69% |
QQQ Invesco Qqq Trust Series 1
| 3.08% | $12.841M 22,244 shares@ $577.28 avg price | Decreased -1.04% |
BBUS Jpmorgan Betabuilders Us Equ
| 2.88% | $12.004M 102,439 shares@ $117.18 avg price | Increased 5.15% |
NVDA Nvidia Corp
| 2.71% | $11.326M 64,939 shares@ $174.41 avg price | Decreased -1.55% |
GOOGL Alphabet Inc-cl A
| 2.64% | $11.007M 38,273 shares@ $287.59 avg price | Increased 29.97% |
VTV Vanguard Value Etf
| 2.08% | $8.693M 44,306 shares@ $196.21 avg price | Increased 10.24% |
MSFT Microsoft Corp
| 1.78% | $7.435M 20,083 shares@ $370.23 avg price | Decreased -2.31% |
AVGO Broadcom Inc
| 1.7% | $7.068M 22,831 shares@ $309.58 avg price | Increased 0.14% |
MGC Vanguard Mega Cap Etf
| 1.67% | $6.949M 29,405 shares@ $236.33 avg price | Decreased -10.46% |
AAPL Apple Inc
| 1.63% | $6.799M 26,786 shares@ $253.82 avg price | Increased 1.77% |
1-10 of 317