Florida Trust Wealth Management Co 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FT Florida Trust Wealth Management Co | Institutional Filer | ▼ 1.35% | $3.57B | 436 |
Current Portfolio Holdings
Showing all 436 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 649K | $164.7M | 4.61% |
| 2 | GOOG | Alphabet Inc. | Technology | 572K | $164.1M | 4.59% |
| 3 | MSFT | Microsoft Corporation | Technology | 367K | $136.0M | 3.81% |
| 4 | VYM | VANGUARD HIGH DIVDEND YIELD | — | 790K | $117.0M | 3.27% |
| 5 | JNJ | Johnson & Johnson | Healthcare | 373K | $91.1M | 2.55% |
| 6 | HD | The Home Depot, Inc. | Consumer Cyclical | 249K | $81.8M | 2.29% |
| 7 | V | Visa Inc. | Financial Services | 257K | $77.5M | 2.17% |
| 8 | JPM | JPMorgan Chase & Co. | Financial Services | 258K | $75.9M | 2.12% |
| 9 | VUG | VANGUARD GROWTH | — | 160K | $69.7M | 1.95% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 333K | $69.4M | 1.94% |
| 11 | MRK | Merck & Co., Inc. | Healthcare | 503K | $60.5M | 1.69% |
| 12 | ABBV | AbbVie Inc. | Healthcare | 274K | $59.5M | 1.67% |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DELCL B | — | 112K | $53.9M | 1.51% |
| 14 | COST | Costco Wholesale Corporation | Consumer Defensive | 53K | $53.2M | 1.49% |
| 15 | GOOGL | Alphabet Inc. | Technology | 184K | $53.0M | 1.48% |
Showing 1 to 15 of 436 holdings