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Florida Trust Wealth Management Co

Portfolio Manager
Florida Trust Wealth Management CO
Performance
-7.59% (2026 Q1)
AUM (13F)
$3.57B
# of Holdings
436
Performance Rank
Allocation (Top 20)
43.59%

Florida Trust Wealth Management Co Holdings Map

Top 50 Florida Trust Wealth Management Co Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE COMPUTER INC
4.61%649.1K$164.7M
+0.18%(+1.20K)
2025-Q1: 651.1K shares2025-Q2: 653.5K shares2025-Q3: 663.4K shares2025-Q4: 647.9K shares2026-Q1: 649.1K shares
$182.92(+64.13%)
2026-03-31
GOOG
ALPHABET INC
4.59%572.1K$164.1M
-1.80%(-10.51K)
2025-Q1: 617.9K shares2025-Q2: 613.5K shares2025-Q3: 601.1K shares2025-Q4: 582.6K shares2026-Q1: 572.1K shares
$136.39(+188.38%)
2026-03-31
MSFT
MICROSOFT CORPORATION
3.81%367.4K$136.0M
+1.36%(+4.93K)
2025-Q1: 376.7K shares2025-Q2: 373.4K shares2025-Q3: 365.4K shares2025-Q4: 362.5K shares2026-Q1: 367.4K shares
$347.24(+21.51%)
2026-03-31
VYM
VANGUARD HIGH DIVDEND YIELD
3.27%789.7K$117.0M
-0.07%(-533)
2025-Q1: 817.1K shares2025-Q2: 810.2K shares2025-Q3: 808.7K shares2025-Q4: 790.2K shares2026-Q1: 789.7K shares
$108.60(+43.43%)
2026-03-31
JNJ
JOHNSON & JOHNSON
2.55%372.7K$91.1M
-0.13%(-469)
2025-Q1: 382.9K shares2025-Q2: 378.0K shares2025-Q3: 373.8K shares2025-Q4: 373.2K shares2026-Q1: 372.7K shares
$156.25(+45.09%)
2026-03-31
HD
HOME DEPOT, INC.
2.29%248.8K$81.8M
+0.20%(+488)
2025-Q1: 247.8K shares2025-Q2: 246.3K shares2025-Q3: 246.7K shares2025-Q4: 248.3K shares2026-Q1: 248.8K shares
$325.44(-8.58%)
2026-03-31
V
VISA INC
2.17%256.6K$77.5M
-0.56%(-1.44K)
2025-Q1: 274.4K shares2025-Q2: 264.7K shares2025-Q3: 261.4K shares2025-Q4: 258.0K shares2026-Q1: 256.6K shares
$245.18(+32.86%)
2026-03-31
JPM
J.P. MORGAN CHASE &
2.12%258.0K$75.9M
+2.09%(+5.29K)
2025-Q1: 250.3K shares2025-Q2: 249.8K shares2025-Q3: 250.8K shares2025-Q4: 252.7K shares2026-Q1: 258.0K shares
$165.43(+80.02%)
2026-03-31
VUG
VANGUARD GROWTH
1.95%159.6K$69.7M
+1.66%(+2.60K)
2025-Q1: 159.5K shares2025-Q2: 160.2K shares2025-Q3: 157.2K shares2025-Q4: 157.0K shares2026-Q1: 159.6K shares
$51.43(+69.99%)
2026-03-31
AMZN
AMAZON.COM, INC
1.94%333.4K$69.4M
+3.56%(+11.47K)
2025-Q1: 314.5K shares2025-Q2: 319.1K shares2025-Q3: 320.8K shares2025-Q4: 321.9K shares2026-Q1: 333.4K shares
$145.58(+81.44%)
2026-03-31

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