Florida Trust Wealth Management Co 13F Holdings

CIK 0001651023 · SANIBEL, FL

As of Sep 30, 2025, Florida Trust Wealth Management Co reported 693 positions worth $3.3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology365,389 89.3M5.71%
APPLE INCAAPLTechnology663,420 68.9M5.10%
ALPHABET INCGOOGEquity601,078 46.4M4.42%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVYM—808,684 14.0M3.44%
HOME DEPOT INCHDConsumer Cyclical246,742 00.0M3.02%
VISA INC-CLASS A SHARESVFinancial Services261,424$89.2M2.69%
JPMORGAN CHASE & COJPMFinancial Services250,756$79.1M2.39%
VANGUARD GROWTH INDEX FUNDVUG—156,291$75.0M2.26%
ORACLE CORPORCLTechnology253,268$71.2M2.15%
AMAZON.COM INCAMZNEquity320,828$70.4M2.13%
JOHNSON & JOHNSONJNJHealthcare368,714$68.4M2.06%
ABBVIE INCABBVEquity268,267$62.1M1.88%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services112,599$56.6M1.71%
BROOKFIELD CORPBNFinancial Services774,663$53.1M1.60%
NVIDIA CORPNVDATechnology271,185$50.6M1.53%
ACCENTURE PLCACNTechnology200,539$49.5M1.49%
MASTERCARD INCMAFinancial Services85,622$48.7M1.47%
ALPHABET INCGOOGLEquity194,235$47.2M1.43%
COSTCO WHOLESALE CORPCOSTConsumer Defensive50,349$46.6M1.41%
MERCK & CO INCMRKHealthcare505,880$42.5M1.28%
VANGUARD DIVIDEND APPREC ETFVIG—179,436$38.7M1.17%
GENERAL DYNAMICS CORPGDIndustrials105,423$35.9M1.09%
BROADCOM INCAVGOTechnology102,803$33.9M1.02%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology116,822$33.0M1.00%
CBRE GROUP INCCBREReal Estate207,734$32.7M0.99%