13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001651023
Total reported value
$4.0B
$4.0B
388 檔
15.9%
In Q4 2024, Florida Trust Wealth Management Co's U.S. equity holdings reached a combined market value of $4.0B, distributed across 388 disclosed stock positions.
During Q4 2024, Florida Trust Wealth Management Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 388 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.26% | +0.18% | -2.12% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.05% | -0.44% | -1.41% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.79% | +0.27% | -1.83% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.25% | -0.13% | +1.17% | |
| 5 | HD | Home Depot Inc | Stock-Consumer Disc | 3.11% | -0.15% | +0.88% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.85% | -0.04% | -1.69% | |
| 7 | ACN | Accenture plc | Stock-Tech | 2.62% | -0.67% | -1.14% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | +0.17% | +1.00% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.01% | +0.12% | +2.12% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | +0.01% | +2.58% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.81% | -0.17% | -3.40% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.80% | -0.10% | -1.95% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.71% | -0.15% | +1.10% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.53% | -0.15% | +0.01% | |
| 15 | BN | Brookfield CORP | Stock-Financials | 1.53% | -0.11% | -2.23% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.45% | +0.10% | +0.14% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.41% | -0.12% | -0.31% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.40% | -0.23% | -0.80% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.36% | -0.24% | +0.61% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | +0.15% | -0.27% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.08% | +3.62% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.12% | +0.07% | +3.40% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.09% | -0.02% | +0.59% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.02% | -0.06% | +0.63% | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 0.95% | -0.10% | +2.47% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 0.92% | -0.73% | EXIT | |
| 27 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.91% | -0.11% | -2.01% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.90% | -0.16% | -3.82% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.89% | +0.11% | -2.92% | |
| 30 | ENB | Enbridge Inc | Stock-Energy | 0.89% | -0.14% | -2.18% | |
| 31 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.80% | -0.03% | -2.28% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.80% | -0.28% | +6.01% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.79% | -0.06% | -9.30% | |
| 34 | PAYX | Paychex Inc | Stock-Tech | 0.77% | -0.03% | -2.75% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.14% | +0.13% | |
| 36 | MCK | Mckesson CORP | Stock-Healthcare | 0.70% | -0.20% | +0.15% | |
| 37 | CMI | Cummins Inc | Stock-Industrials | 0.68% | +0.16% | -3.40% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.67% | -0.08% | +0.73% | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.64% | -0.08% | +5.53% | |
| 40 | INTU | Intuit Inc | Stock-Tech | 0.64% | -0.17% | +0.05% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.63% | +1.34% | +14.20% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.60% | -0.09% | +0.45% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.25% | +20.22% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.17% | +9.95% | |
| 45 | CB | Chubb Limited | Stock-Financials | 0.59% | -0.05% | +0.24% | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.59% | -0.07% | -2.56% | |
| 47 | SYK | Stryker CORP | Stock-Healthcare | 0.58% | -0.07% | +0.67% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | +0.09% | -1.69% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.28% | -2.04% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.54% | -0.09% | +8.65% |
According to official SEC Form 13F filings, Florida Trust Wealth Management Co reported a total U.S. public equity portfolio value of $4.0B across 388 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GOOG) accounted for 15.9% of total reported equity market value during Q4 2024.
During Q4 2024, Florida Trust Wealth Management Co's top holdings by market value included AAPL (5.3%)、MSFT (5.0%)、GOOG (3.8%). The largest single position, AAPL, represented 5.3% of total portfolio value.
In Q4 2024, Florida Trust Wealth Management Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.