Top 50 Florida Trust Wealth Management Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE COMPUTER INC | 4.61% | 649.1K | $164.7M | +0.18%(+1.20K) | $182.92(+64.13%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.59% | 572.1K | $164.1M | -1.80%(-10.51K) | $136.39(+188.38%) | 2026-03-31 | |
| MSFT | MICROSOFT CORPORATION | 3.81% | 367.4K | $136.0M | +1.36%(+4.93K) | $347.24(+21.51%) | 2026-03-31 | |
| VYM | VANGUARD HIGH DIVDEND YIELD | 3.27% | 789.7K | $117.0M | -0.07%(-533) | $108.60(+43.43%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.55% | 372.7K | $91.1M | -0.13%(-469) | $156.25(+45.09%) | 2026-03-31 | |
| HD | HOME DEPOT, INC. | 2.29% | 248.8K | $81.8M | +0.20%(+488) | $325.44(-8.58%) | 2026-03-31 | |
| V | VISA INC | 2.17% | 256.6K | $77.5M | -0.56%(-1.44K) | $245.18(+32.86%) | 2026-03-31 | |
| JPM | J.P. MORGAN CHASE & | 2.12% | 258.0K | $75.9M | +2.09%(+5.29K) | $165.43(+80.02%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH | 1.95% | 159.6K | $69.7M | +1.66%(+2.60K) | $51.43(+69.99%) | 2026-03-31 | |
| AMZN | AMAZON.COM, INC | 1.94% | 333.4K | $69.4M | +3.56%(+11.47K) | $145.58(+81.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.16% | +33.68% |
| Top 20 Holdings Unweighted | +11.63% | +39.11% |
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