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CIK: 0001651023
Total reported value
$4.0B
$4.0B
392 檔
15.7%
According to the latest 13F quarterly dataset, Florida Trust Wealth Management Co managed an equity portfolio of $4.0B at the end of Q2 2025, spanning 392 distinct U.S. exchange-listed positions.
During Q2 2025, 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 392 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.71% | -0.44% | -0.87% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.12% | +0.18% | +0.36% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.35% | +0.27% | -0.72% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.32% | -0.13% | -0.84% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 2.89% | -0.04% | -3.53% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 2.78% | -0.15% | -0.59% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.23% | +0.01% | -0.20% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.16% | +0.12% | +0.46% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | +0.17% | +1.45% | |
| 10 | ACN | Accenture plc | Stock-Tech | 2.03% | -0.67% | -2.50% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.78% | -0.17% | -1.28% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.77% | -0.12% | -0.11% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.74% | -0.15% | +0.02% | |
| 14 | BN | Brookfield CORP | Stock-Financials | 1.53% | -0.11% | -2.53% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.52% | +0.10% | +0.95% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.49% | -0.15% | -2.49% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.49% | -0.23% | +1.52% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.27% | -0.10% | -7.72% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.08% | +2.72% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.14% | -0.02% | +1.99% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 1.07% | +0.11% | -3.48% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.15% | -0.45% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 1.06% | -0.24% | -0.71% | |
| 24 | GD | General Dynamics CORP | Stock-Industrials | 0.97% | -0.10% | -1.73% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.91% | -0.06% | -0.91% | |
| 26 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.91% | -0.11% | -1.13% | |
| 27 | ENB | Enbridge Inc | Stock-Energy | 0.90% | -0.14% | -0.87% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.17% | +18.96% | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 0.86% | -0.73% | EXIT | |
| 30 | MCK | Mckesson CORP | Stock-Healthcare | 0.83% | -0.20% | -4.26% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.82% | -0.06% | -4.19% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.82% | +0.14% | -0.56% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.28% | -0.72% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.76% | +1.34% | -1.14% | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.71% | -0.17% | -2.47% | |
| 36 | PAYX | Paychex Inc | Stock-Tech | 0.71% | -0.03% | -4.03% | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.69% | -0.03% | -6.61% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.25% | +3.15% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.64% | -0.08% | -3.93% | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | +0.09% | -3.67% | |
| 41 | CMI | Cummins Inc | Stock-Industrials | 0.64% | +0.16% | +1.18% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.64% | -0.08% | -0.66% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.16% | -11.74% | |
| 44 | SYK | Stryker CORP | Stock-Healthcare | 0.63% | -0.07% | +5.86% | |
| 45 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.62% | -0.08% | -5.94% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.59% | -0.13% | -2.67% | |
| 47 | SO | Southern Co/the | Stock-Utilities | 0.59% | -0.07% | -2.88% | |
| 48 | ASML | ASML Holding N.V. | Stock-Tech | 0.56% | +0.28% | +7.12% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.55% | -0.09% | -2.38% | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.55% | -0.05% | -4.84% |
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 392 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, GOOG) accounted for 15.7% of total reported equity market value during Q2 2025.
During Q2 2025, Florida Trust Wealth Management Co's top holdings by market value included MSFT (5.7%)、AAPL (4.1%)、GOOG (3.4%). The largest single position, MSFT, represented 5.7% of total portfolio value.
In Q2 2025, 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.
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