Universe · entity

Florida Trust Wealth Management Co

Institutional manager (13F) · CIK 1651023
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.4B
#IssuerValueShares
1APPLE COMPUTER INC$165M649,068
2ALPHABET INC$164M572,130
3MICROSOFT CORPORATION$136M367,393
4VANGUARD HIGH DIVDEND YIELD$117M789,676
5JOHNSON & JOHNSON$91M372,690
6HOME DEPOT, INC.$82M248,836
7VISA INC$78M256,559
8J.P. MORGAN CHASE &$76M258,029
9VANGUARD GROWTH$70M159,565
10AMAZON.COM, INC$69M333,418
11MERCK & CO INC NEWCOM$61M503,081
12ABBVIE INC$60M273,604
13BERKSHIRE HATHAWAY INC DELCL B$54M112,397
14COSTCO WHSL CORP NEW$53M53,354
15ALPHABET INC CL A$53M184,297
16VANGUARD INTERMEDIATE TERM CORP$50M606,886
17NVIDIA CORP$50M287,720
18BROOKFIELD ORD SHS CLASS A$48M1,180,188
19MASTERCARD INC$42M83,886
20CORNING INC$40M297,829
21ORACLE CORP$39M261,908
22VANGUARD DIVIDEND APPRECIATION$38M177,168
23CHEVRON CORP$37M177,375
24EXXON MOBIL CORP$36M211,243
25GENERAL DYNAMICS$36M104,398
26ENBRIDGE INC$36M658,986
27ADVANCED MICRO DEV$35M172,978
28BROADCOM INC$35M112,133
29LILLY ELI & CO.$34M36,471
30ACCENTURE PLC$33M168,587
31CUMMINS INC$32M60,285
32MCKESSON CORP$31M36,047
33ASML HOLDING NV$30M22,842
34META PLATFORMS INC. CL A$30M51,795
35TJX COS INC$29M184,311
36IBM CORP.$29M120,599
37CATERPILLAR INC$28M39,177
38CBRE GROUP, INC.$27M202,709
39HONEYWELL INTL INC$26M115,075
40WAL-MART STORES INC$26M205,559
41AMGEN INC$25M70,996
42ISHARES CORE US AGGREGATE BOND$25M247,047
43NEXTERA ENERGY INCCOM$24M263,622
44RTX CORPORATION$24M123,172
45PEPSICO, INC.$23M149,191
46SALESFORCE.COM INC$21M114,684
47PROCTER & GAMBLE CO$21M146,492
48GOLDMAN SACHS GROUP$20M24,084
49SOUTHERN CO.$20M204,410
50STRYKER CORP$20M59,693
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.