Florida Trust Wealth Management Co

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$3.57B
Q ending 2026-03-31
Prior quarter
$3.62B
Q ending 2025-12-31
Change
-1.3% QoQ · +16.1% YoY
Positions
436
reported holdings

Largest positions

Top 100 of 436 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Apple Computer IncAAPLShares$164.7M649K
Alphabet IncGOOGShares$164.1M572K
Microsoft CorporationMSFTShares$136.0M367K
Vanguard High Divdend YieldVYMShares$117.0M790K
Johnson & JohnsonJNJShares$91.1M373K
Home Depot, Inc.HDShares$81.8M249K
Visa IncVShares$77.5M257K
J.P. Morgan Chase &JPMShares$75.9M258K
Vanguard GrowthVUGShares$69.7M160K
Amazon.Com, IncAMZNShares$69.4M333K
Merck & Co Inc NewcomMRKShares$60.5M503K
Abbvie IncABBVShares$59.5M274K
Berkshire Hathaway Inc Delcl BBRK/BShares$53.9M112K
Costco Whsl Corp NewCOSTShares$53.2M53K
Alphabet Inc Cl AGOOGLShares$53.0M184K
Vanguard Intermediate Term CorpVCITShares$50.2M607K
Nvidia CorpNVDAShares$50.2M288K
Brookfield Ord Shs Class ABNShares$47.8M1.2M
Mastercard IncMAShares$41.9M84K
Corning IncGLWShares$40.5M298K
Oracle CorpORCLShares$38.5M262K
Vanguard Dividend AppreciationVIGShares$38.1M177K
Chevron CorpCVXShares$36.7M177K
Exxon Mobil CorpXOMShares$35.8M211K
General DynamicsGDShares$35.8M104K
Enbridge IncENBShares$35.7M659K
Advanced Micro DevAMDShares$35.2M173K
Broadcom IncAVGOShares$34.7M112K
Lilly Eli & Co.LLYShares$33.5M36K
Accenture PlcShares$33.4M169K
Cummins IncCMIShares$32.4M60K
Mckesson CorpMCKShares$31.2M36K
Asml Holding NvShares$30.2M23K
Meta Platforms Inc. Cl AMETAShares$29.6M52K
Tjx Cos IncTJXShares$29.4M184K
Ibm Corp.IBMShares$29.2M121K
Caterpillar IncCATShares$27.8M39K
Cbre Group, Inc.CBREShares$27.5M203K
Honeywell Intl IncHONGBPShares$26.0M115K
Wal-Mart Stores IncWMTShares$25.5M206K
Amgen IncAMGNShares$25.0M71K
Ishares Core Us Aggregate BondAGGShares$24.5M247K
Nextera Energy InccomNEEShares$24.5M264K
Rtx CorporationRTXShares$23.8M123K
Pepsico, Inc.PEPShares$23.2M149K
Salesforce.Com IncCRMShares$21.4M115K
Procter & Gamble CoPGShares$21.2M146K
Goldman Sachs GroupGSShares$20.4M24K
Southern Co.SOShares$19.7M204K
Stryker CorpSYKShares$19.6M60K
Spdr Port S&P 500 GrowthSPYGShares$19.5M199K
Spdr S&P 500 EtfSPYShares$19.2M30K
D B A Chubb LimitedShares$18.8M58K
Disney Walt CoDISShares$17.9M185K
Starbucks CorpSBUXShares$17.8M199K
Micron TechnologyMUShares$17.8M53K
Spdr Gold Trgold ShsGLDShares$17.5M41K
Marathon Petroleum CorporationMPCShares$16.1M66K
Tesla Motors IncTSLAShares$15.8M42K
Fastenal CoFASTShares$15.7M338K
Emerson Electric CoEMRShares$15.5M118K
American Express CoAXPShares$15.3M51K
Vanguard Short Term Corporate BVCSHShares$15.2M192K
Abbott LaboratoriesABTShares$14.3M139K
Lockheed Martin CorpLMTShares$14.2M23K
O Reilly Automotive Inc New ComORLYShares$14.1M153K
Taiwan Semiconductor AdrTSMShares$14.1M42K
Ishares Floating Rate Bond EtfFLOTShares$13.5M265K
Amphenol Corp NewAPHShares$13.1M104K
Ishares Silver TrustSLVShares$13.0M190K
Public Svc Enterprise GroupPEGShares$12.4M153K
Colgate-Palmolive CoCLShares$12.1M142K
Netflix IncNFLXShares$12.0M125K
Vanguard Tax-Exempt Bond IndexVTEBShares$12.0M241K
Bank Of America CorpBACShares$12.0M247K
General Elec CoGEShares$12.0M42K
Booking Holdings Inc.BKNGShares$11.8M3K
Parker Hannifin CorpPHShares$11.6M13K
Autozone IncAZOShares$11.3M3K
Uber Technologies IncUBERShares$11.1M154K
Illinois Tool WorksITWShares$11.1M43K
Freeport Mcmoran Copper & GoldFCXShares$10.8M184K
Check Point Software TechShares$10.8M75K
Dfa International Core Equity MDFAIShares$10.8M276K
Paychex IncPAYXShares$10.7M116K
Ishares Tr Sp Us PfdPFFShares$10.2M338K
Ishares S&P Midcap 400IJHShares$10.0M148K
Duke Energy Corp NewDUKShares$10.0M76K
Palantir Technologies IncPLTRShares$9.9M68K
Vanguard S P 500 Index Fund EtfVOOShares$9.8M16K
IntuitINTUShares$9.6M22K
Verizon Comm IncVZShares$9.5M189K
T Mobile Us IncTMUSShares$9.3M44K
Lowes CompaniesLOWShares$9.3M39K
Vanguard Msci Eafe EtfVEAShares$9.3M144K
Ishares S&P Small Cap 600IJRShares$9.2M74K
Ishares Core Msci Emerging MarkIEMGShares$9.1M131K
Unitedhealth Grp IncUNHShares$8.9M33K
Coca Cola CoKOShares$8.8M116K
Ishares Core Msci EafeIEFAShares$8.7M97K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.