HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD (VOO) |
5,852 | -34 | $2,556 |
| VOO | 5,852 | -34 | $2,556 |
| ISHARES (AGG) |
16,538 | +25 | $1,641 |
| AGG | 16,538 | +25 | $1,641 |
| ISHARES (IJH) |
2,265 | +1,243 | $628 |
| IJH | 2,265 | +1,243 | $628 |
| ISHARES (IEFA) |
8,809 | -60 | $620 |
| IEFA | 8,809 | -60 | $620 |
| MICROSOFT CORP |
1,348 | -406 | $507 |
| MSFT | 1,348 | -406 | $507 |
| VANGUARD (VO) |
1,561 | -3 | $363 |
| VO | 1,561 | -3 | $363 |
| ISHARES (IEMG) |
6,894 | UNCH | $349 |
| IEMG | 6,894 | UNCH | $349 |
| JP MORGAN CHASE & CO |
1,843 | -49 | $313 |
| JPM | 1,843 | -49 | $313 |
| ALPHABET INC |
2,205 | -355 | $308 |
| GOOGL | 2,205 | -355 | $308 |
| BROADCOM INC |
269 | +269 | $300 |
| AVGO | 269 | +269 | $300 |
| ISHARES (IJR) |
2,307 | +4 | $250 |
| IJR | 2,307 | +4 | $250 |
| ISHARES (USHY) |
6,572 | -32 | $239 |
| USHY | 6,572 | -32 | $239 |
| FIRST TRUST (FTCS) |
2,848 | UNCH | $228 |
| FTCS | 2,848 | UNCH | $228 |
| APPLE INC |
1,140 | -537 | $219 |
| AAPL | 1,140 | -537 | $219 |
| HOME DEPOT INC |
631 | -41 | $219 |
| HD | 631 | -41 | $219 |
See Full List: All Stocks Held By Raymond James Trust CO. of NH
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Raymond James Trust CO. of NH
|
Size ($ in 1000's)
At 12/31/2023: $8,942 At 09/30/2023: $7,653 Raymond James Trust CO. of NH holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Raymond James Trust CO. of NH 13F filings. Link to 13F filings: SEC filings |
