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Size ($ in 1000's)
At 03/31/2024: $10,057
At 12/31/2023: $8,942
Raymond James Trust CO. of NH holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Raymond James Trust CO. of NH 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Raymond James Trust CO. of NH top holdings by largest position size, as per the latest 13f filing made by Raymond James Trust CO. of NH.
In the Raymond James Trust CO. of NH-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Raymond James Trust CO. of NH in that top holding, then the share count change between reporting periods, and finally the Raymond James Trust CO. of NH top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD (VOO) |
5,155 |
-697 |
$2,478 | | VOO | 5,155 | -697 | $2,478 | | ISHARES (AGG) |
21,365 |
+4,827 |
$2,092 | | AGG | 21,365 | +4,827 | $2,092 | | ISHARES (IJH) |
10,851 |
+8,586 |
$659 | | IJH | 10,851 | +8,586 | $659 | | MICROSOFT CORP |
1,540 |
+192 |
$648 | | MSFT | 1,540 | +192 | $648 | | ISHARES (IEFA) |
8,253 |
-556 |
$613 | | IEFA | 8,253 | -556 | $613 | | ISHARES (IEMG) |
6,866 |
-28 |
$354 | | IEMG | 6,866 | -28 | $354 | | VANGUARD (VO) |
1,408 |
-153 |
$352 | | VO | 1,408 | -153 | $352 | | JP MORGAN CHASE & CO |
1,746 |
-97 |
$350 | | JPM | 1,746 | -97 | $350 | | BROADCOM INC |
246 |
-23 |
$326 | | AVGO | 246 | -23 | $326 | | ALPHABET INC |
2,059 |
-146 |
$311 | | GOOGL | 2,059 | -146 | $311 | | ISHARES (USHY) |
8,089 |
+1,517 |
$296 | | USHY | 8,089 | +1,517 | $296 | | ISHARES (IBDP) |
11,171 |
+11,171 |
$280 | | IBDP | 11,171 | +11,171 | $280 | | HOME DEPOT INC |
603 |
-28 |
$231 | | HD | 603 | -28 | $231 | | ISHARES (IJR) |
2,011 |
-296 |
$222 | | IJR | 2,011 | -296 | $222 | | ISHARES (SMMV) |
5,761 |
+107 |
$216 | | SMMV | 5,761 | +107 | $216 |  BERKSHIRE HATHAWAY |
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$212 | | BRK.B | 504 | +504 | $212 | | APPLE INC |
1,219 |
+79 |
$209 | | AAPL | 1,219 | +79 | $209 |
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
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