• 13F History

RAYMOND JAMES TRUST CO. OF NH

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Signature - Title
Andrew D Krempp - SR VICE PRESIDENT
Location
Portsmouth, NH
Summary
This page shows a list of all the recent 13F filings made by RAYMOND JAMES TRUST CO. OF NH. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RAYMOND JAMES TRUST CO. OF NH reported 19 stock holdings with total value $12.1M as of Q3 2024. Top holdings included VOO, AGG, IJH, IEFA, and MSFT. RAYMOND JAMES FINANCIAL INC is reporting for RAYMOND JAMES TRUST CO. OF NH.
Holdings Value

RAYMOND JAMES FINANCIAL INC is reporting for RAYMOND JAMES TRUST CO. OF NH:

Name Holdings Value Location File Number
RAYMOND JAMES FINANCIAL INC $269B St Petersburg, FL 028-24793
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 13F-NT 2/6/2025, 04:50 PM
Q3 2024 19 $12.1M +$2.04M -$727K +$1.32M VOO, AGG, IJH, IEFA, MSFT 13F-HR 11/12/2024, 09:17 AM
Q2 2024 20 $10.7M +$584K -$123K +$461K VOO, AGG, MSFT, IJH, IEFA 13F-HR 7/25/2024, 04:18 PM
Q1 2024 18 $10.1M +$1.64M -$567K +$1.07M VOO, AGG, IJH, MSFT, IEFA 13F-HR 4/24/2024, 10:53 AM
Q4 2023 15 $8.74M +$648K -$349K +$299K VOO, AGG, IJH, IEFA, MSFT 13F-HR 1/10/2024, 12:54 PM
Q3 2023 16 $7.65M +$262 -$782K -$782K VOO, AGG, IEFA, MSFT, GOOGL 13F-HR 11/14/2023, 01:51 PM
Q2 2023 18 $8.75M +$142K -$761K -$619K VOO, AGG, MSFT, IEFA, IEMG 13F-HR 8/15/2023, 11:52 AM
Q1 2023 18 $8.91M -$2.39M -$2.39M VOO, AGG, IEFA, MSFT, IEMG 13F-HR 5/3/2023, 04:11 PM
Q4 2022 20 $11.1M +$428K -$198K +$230K VOO, AGG, IEFA, USMV, MSFT 13F-HR 2/2/2023, 12:17 PM
Q3 2022 21 $11.4M +$888K -$79.4K +$809K VOO, AGG, IEFA, VTV, USMV 13F-HR 10/31/2022, 11:22 AM
Q2 2022 23 $12.1M +$304K -$632K -$328K VOO, AGG, IEFA, VTV, USMV 13F-HR 7/14/2022, 12:28 PM
Q1 2022 27 $15.2M VOO, AGG, IEFA, MSFT, VTV 13F-HR 5/16/2022, 04:18 PM