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Florida Trust Wealth Management Co

13F filer · CIK 0001651023
Reported Jul 27, 2026
Net buyer this quarter
13F portfolio value$4.02BU.S. long equity reported on 13F
Positions35221 new · 10 closed
Net flow last quarter+$15.3MBuys minus sells
Top 10 positions weight29.4%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 27, 2026352 positions
GOOGAlphabet Inc.$195M4.86%Not reported-3.4%Q4 2023
AAPLApple Inc.$192M4.79%0.00%+2.5%Q4 2023
MSFTMicrosoft Corp$136M3.37%0.00%-1.1%Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$126M3.14%Not reported+1.2%Q4 2023
JNJJohnson & Johnson$95.7M2.38%0.02%+1.2%Q4 2023
AMDAdvanced Micro Devices Inc$93.8M2.33%0.01%-6.7%Q4 2023
HDHome Depot, Inc.$86.1M2.14%0.02%-1.9%Q4 2023
JPMJPMorgan Chase & Co$85.6M2.13%0.01%+1.3%Q4 2023
VVisa Inc.$85.4M2.13%0.01%-3.0%Q4 2023
AMZNAmazon Com Inc$84.8M2.11%0.00%+6.7%Q4 2023
ABBVAbbVie Inc.$71.3M1.77%0.02%+3.5%Q4 2023
GLWCorning Inc$68.6M1.71%0.03%-9.9%Q4 2023
GOOGLAlphabet Inc.$65.5M1.63%0.00%-0.5%Q4 2023
MRKMerck & Co., Inc.$63.8M1.59%0.02%-1.3%Q4 2023
MUMicron Technology Inc$60.2M1.50%0.00%-0.8%Q4 2023
NVDANvidia Corp$59.5M1.48%0.00%+3.3%Q4 2023
BRK.BBerkshire Hathaway Inc$54.7M1.36%Not reported-2.7%Q4 2023
COSTCostco Wholesale Corp$50.7M1.26%0.01%+1.6%Q4 2023
BNBROOKFIELD Corp$49.5M1.23%Not reported-1.5%Q4 2023
LLYELI LILLY & Co$47.8M1.19%0.00%+9.2%Q4 2023
ASMLAsml Holding NV$45.1M1.12%0.01%-0.8%Q4 2023
AVGOBroadcom Inc.$44.5M1.11%0.00%+5.0%Q4 2023
CMICummins Inc$42.8M1.07%0.04%-0.4%Q4 2023
CATCaterpillar Inc$41.9M1.04%0.01%+0.5%Q4 2023
MAMastercard Inc$40.9M1.02%0.01%-5.2%Q4 2023
ORCLOracle Corp$38.6M0.96%0.01%+0.5%Q4 2023
IBMInternational Business Machines Corp$37.3M0.93%0.01%+10.0%Q4 2023
GDGeneral Dynamics Corp$36.1M0.90%0.04%-2.3%Q4 2023
ENBEnbridge Inc$34.6M0.86%0.03%-3.3%Q4 2023
CVXChevron Corp$30.2M0.75%0.01%+2.6%Q4 2023
TJXTJX Companies Inc$29.6M0.74%0.02%+5.9%Q4 2023
XOMExxonMobil Holdings Corp$28.7M0.72%0.01%-0.5%Q4 2023
PHParker-Hannifin Corp$27.2M0.68%0.02%+114.6%Q4 2023
MCKMckesson Corp$26.8M0.67%0.03%-1.6%Q4 2023
CBRECbre Group, Inc.$26.5M0.66%0.07%-2.9%Q4 2023
METAMeta Platforms, Inc.$26.4M0.66%Not reported-9.4%Q4 2023
GSGoldman Sachs Group Inc$26.3M0.65%0.01%+8.0%Q4 2023
AMGNAmgen Inc$24.7M0.62%0.01%-3.8%Q4 2023
WMTWalmart Inc.$24.6M0.61%0.00%+5.7%Q4 2023
NEENextera Energy Inc$24.3M0.60%0.01%+5.0%Q4 2023
RTXRTX Corp$23.4M0.58%0.01%+0.3%Q4 2023
SPYSPDR S&P 500 ETF Trust$21.6M0.54%Not reported-2.4%Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd$21.5M0.53%0.00%+7.6%Q4 2023
PGPROCTER & GAMBLE Co$21.2M0.53%0.01%-1.5%Q4 2023
APHAmphenol Corp$20.4M0.51%0.01%+11.4%Q4 2023
PEPPepsico Inc$19.8M0.49%0.01%-2.0%Q4 2023
SOSouthern Co$19.5M0.48%0.02%-0.4%Q4 2023
SYKStryker Corp$19.4M0.48%0.02%+3.3%Q4 2023
CBChubb Ltd$19.4M0.48%0.01%-1.6%Q4 2023
TSLATesla, Inc.$18.9M0.47%0.00%+5.8%Q4 2023
Q1 2026Reported May 15, 2026340 positions
AAPLApple Inc.$165M4.61%0.00%+0.2%Q4 2023
GOOGAlphabet Inc.$164M4.59%Not reported-1.8%Q4 2023
MSFTMicrosoft Corp$136M3.81%0.00%+1.4%Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$117M3.27%Not reported-0.1%Q4 2023
JNJJohnson & Johnson$91.1M2.55%0.02%-0.1%Q4 2023
HDHome Depot, Inc.$81.8M2.29%0.03%+0.2%Q4 2023
VVisa Inc.$77.5M2.17%0.01%-0.6%Q4 2023
JPMJPMorgan Chase & Co$75.9M2.12%0.01%+2.1%Q4 2023
AMZNAmazon Com Inc$69.4M1.94%0.00%+3.6%Q4 2023
MRKMerck & Co., Inc.$60.5M1.69%0.02%-1.6%Q4 2023
ABBVAbbVie Inc.$59.5M1.67%0.02%+1.2%Q4 2023
BRK.BBerkshire Hathaway Inc$53.9M1.51%Not reported-1.6%Q4 2023
COSTCostco Wholesale Corp$53.2M1.49%0.01%+1.8%Q4 2023
GOOGLAlphabet Inc.$53M1.48%0.00%+0.2%Q4 2023
NVDANvidia Corp$50.2M1.40%0.00%+4.3%Q4 2023
BNBROOKFIELD Corp$47.8M1.34%Not reported+0.3%Q4 2023
MAMastercard Inc$41.9M1.17%0.01%-1.5%Q4 2023
GLWCorning Inc$40.5M1.13%0.03%+1.2%Q4 2023
ORCLOracle Corp$38.5M1.08%0.01%+2.6%Q4 2023
CVXChevron Corp$36.7M1.03%0.01%+1.8%Q4 2023
XOMExxonMobil Holdings Corp$35.8M1.00%0.01%+21.7%Q4 2023
GDGeneral Dynamics Corp$35.8M1.00%0.04%-1.4%Q4 2023
ENBEnbridge Inc$35.7M1.00%0.03%+0.5%Q4 2023
AMDAdvanced Micro Devices Inc$35.2M0.99%0.01%+3.8%Q4 2023
AVGOBroadcom Inc.$34.7M0.97%0.00%+7.0%Q4 2023
LLYELI LILLY & Co$33.5M0.94%0.00%+8.2%Q4 2023
ACNAccenture plc$33.4M0.94%0.03%-8.9%Q4 2023
CMICummins Inc$32.4M0.91%0.04%-0.9%Q4 2023
MCKMckesson Corp$31.2M0.87%0.03%-0.8%Q4 2023
ASMLAsml Holding NV$30.2M0.84%0.01%+0.6%Q4 2023
METAMeta Platforms, Inc.$29.6M0.83%Not reported+8.3%Q4 2023
TJXTJX Companies Inc$29.4M0.82%0.02%+2.6%Q4 2023
IBMInternational Business Machines Corp$29.2M0.82%0.01%+3.3%Q4 2023
CATCaterpillar Inc$27.8M0.78%0.01%+3.3%Q4 2023
CBRECbre Group, Inc.$27.5M0.77%0.07%-1.0%Q4 2023
HONHoneywell International Inc$26M0.73%0.02%-1.3%Q4 2023
WMTWalmart Inc.$25.5M0.72%0.00%+4.5%Q4 2023
AMGNAmgen Inc$25M0.70%0.01%-1.8%Q4 2023
NEENextera Energy Inc$24.5M0.69%0.01%+0.4%Q4 2023
RTXRTX Corp$23.8M0.67%0.01%+1.1%Q4 2023
PEPPepsico Inc$23.2M0.65%0.01%+0.3%Q4 2023
CRMSalesforce, Inc.$21.4M0.60%0.01%-11.2%Q4 2023
PGPROCTER & GAMBLE Co$21.2M0.59%0.01%-16.6%Q4 2023
GSGoldman Sachs Group Inc$20.4M0.57%0.01%+8.9%Q4 2023
SOSouthern Co$19.7M0.55%0.02%-0.9%Q4 2023
SYKStryker Corp$19.6M0.55%0.02%+3.2%Q4 2023
SPYSPDR S&P 500 ETF Trust$19.2M0.54%Not reported+3.5%Q4 2023
CBChubb Ltd$18.8M0.53%0.01%-1.3%Q4 2023
DISWalt Disney Co$17.9M0.50%0.01%-4.1%Q4 2023
SBUXStarbucks Corp$17.8M0.50%0.02%-1.8%Q4 2023
Q4 2025Reported Jan 20, 2026332 positions
GOOGAlphabet Inc.$183M5.05%Not reported-3.1%Q4 2023
AAPLApple Inc.$176M4.86%0.00%-2.3%Q4 2023
MSFTMicrosoft Corp$175M4.84%0.00%-0.8%Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$113M3.13%Not reported-2.3%Q4 2023
VVisa Inc.$90.5M2.50%0.01%-1.3%Q4 2023
HDHome Depot, Inc.$85.5M2.36%0.02%+0.7%Q4 2023
JPMJPMorgan Chase & Co$81.4M2.25%0.01%+0.8%Q4 2023
JNJJohnson & Johnson$77.2M2.13%0.02%-0.2%Q4 2023
AMZNAmazon Com Inc$74.3M2.05%0.00%+0.4%Q4 2023
ABBVAbbVie Inc.$61.7M1.71%0.02%+0.7%Q4 2023
GOOGLAlphabet Inc.$57.6M1.59%0.00%-5.3%Q4 2023
BRK.BBerkshire Hathaway Inc$57.4M1.58%Not reported-1.0%Q4 2023
BNBROOKFIELD Corp$54M1.49%Not reported-0.6%Q4 2023
MRKMerck & Co., Inc.$53.8M1.49%0.02%-1.8%Q4 2023
NVDANvidia Corp$51.5M1.42%0.00%+1.8%Q4 2023
ORCLOracle Corp$49.7M1.37%0.01%+0.8%Q4 2023
ACNAccenture plc$49.7M1.37%0.03%-9.2%Q4 2023
MAMastercard Inc$48.6M1.34%0.01%-1.4%Q4 2023
COSTCostco Wholesale Corp$45.2M1.25%0.01%+2.5%Q4 2023
AVGOBroadcom Inc.$36.3M1.00%0.00%+1.9%Q4 2023
LLYELI LILLY & Co$36.2M1.00%0.00%+11.8%Q4 2023
AMDAdvanced Micro Devices Inc$35.7M0.99%0.01%-2.2%Q4 2023
GDGeneral Dynamics Corp$35.6M0.98%0.04%-1.5%Q4 2023
IBMInternational Business Machines Corp$34.6M0.95%0.01%-1.6%Q4 2023
CRMSalesforce, Inc.$34.2M0.95%0.01%+4.4%Q4 2023
CBRECbre Group, Inc.$32.9M0.91%0.07%-2.4%Q4 2023
METAMeta Platforms, Inc.$31.6M0.87%Not reported+14.8%Q4 2023
ENBEnbridge Inc$31.4M0.87%0.03%+0.7%Q4 2023
CMICummins Inc$31M0.86%0.04%-2.1%Q4 2023
MCKMckesson Corp$29.8M0.82%0.03%-1.9%Q4 2023
TJXTJX Companies Inc$27.6M0.76%0.02%+3.9%Q4 2023
CVXChevron Corp$26.5M0.73%0.01%+1.3%Q4 2023
GLWCorning Inc$25.8M0.71%0.03%-0.9%Q4 2023
PGPROCTER & GAMBLE Co$25.2M0.70%0.01%-4.6%Q4 2023
ASMLAsml Holding NV$24.3M0.67%0.01%-2.7%Q4 2023
AMGNAmgen Inc$23.7M0.65%0.01%-1.7%Q4 2023
HONHoneywell International Inc$22.7M0.63%0.02%-1.9%Q4 2023
RTXRTX Corp$22.3M0.62%0.01%+0.8%Q4 2023
DISWalt Disney Co$22M0.61%0.01%-8.3%Q4 2023
WMTWalmart Inc.$21.9M0.61%0.00%+7.0%Q4 2023
CATCaterpillar Inc$21.7M0.60%0.01%+0.4%Q4 2023
PEPPepsico Inc$21.3M0.59%0.01%-3.0%Q4 2023
NEENextera Energy Inc$21.1M0.58%0.01%+0.8%Q4 2023
XOMExxonMobil Holdings Corp$20.9M0.58%0.00%+19.0%Q4 2023
SYKStryker Corp$20.3M0.56%0.02%+6.0%Q4 2023
SPYSPDR S&P 500 ETF Trust$19.5M0.54%Not reported+5.1%Q4 2023
GSGoldman Sachs Group Inc$19.4M0.54%0.01%+6.5%Q4 2023
INTUIntuit Inc.$18.8M0.52%0.01%-2.3%Q4 2023
AXPAmerican Express Co$18.5M0.51%0.01%+1.3%Q4 2023
CBChubb Ltd$18.3M0.50%0.02%-3.6%Q4 2023
Q3 2025Reported Oct 29, 2025323 positions
MSFTMicrosoft Corp$189M5.39%0.00%-2.2%Q4 2023
AAPLApple Inc.$169M4.81%0.00%+1.5%Q4 2023
GOOGAlphabet Inc.$146M4.17%Not reported-2.0%Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$114M3.25%Not reported-0.2%Q4 2023
HDHome Depot, Inc.$100M2.85%0.02%+0.2%Q4 2023
VVisa Inc.$89.2M2.54%0.01%-1.2%Q4 2023
JPMJPMorgan Chase & Co$79.1M2.25%0.01%+0.4%Q4 2023
ORCLOracle Corp$71.2M2.03%0.01%-4.1%Q4 2023
AMZNAmazon Com Inc$70.4M2.01%0.00%+0.5%Q4 2023
JNJJohnson & Johnson$69.3M1.97%0.02%-1.1%Q4 2023
ABBVAbbVie Inc.$62.1M1.77%0.02%+0.4%Q4 2023
BRK.BBerkshire Hathaway Inc$58M1.65%Not reported-0.8%Q4 2023
BNBROOKFIELD Corp$54.1M1.54%Not reported-1.6%Q4 2023
NVDANvidia Corp$50.6M1.44%0.00%+6.0%Q4 2023
ACNAccenture plc$50.3M1.43%0.03%-7.8%Q4 2023
MAMastercard Inc$49.1M1.40%0.01%-0.2%Q4 2023
COSTCostco Wholesale Corp$47.3M1.35%0.01%+4.7%Q4 2023
GOOGLAlphabet Inc.$47.2M1.34%0.00%-0.9%Q4 2023
MRKMerck & Co., Inc.$43.7M1.24%0.02%0.0%Q4 2023
GDGeneral Dynamics Corp$36.6M1.04%0.04%-1.0%Q4 2023
AVGOBroadcom Inc.$33.9M0.97%0.00%+6.7%Q4 2023
IBMInternational Business Machines Corp$33.5M0.95%0.01%+0.3%Q4 2023
CBRECbre Group, Inc.$33M0.94%0.07%-0.4%Q4 2023
ENBEnbridge Inc$32.9M0.94%0.03%+1.0%Q4 2023
METAMeta Platforms, Inc.$30.6M0.87%Not reported+6.7%Q4 2023
CRMSalesforce, Inc.$29.3M0.84%0.01%-2.0%Q4 2023
MCKMckesson Corp$28.6M0.82%0.03%+0.3%Q4 2023
PGPROCTER & GAMBLE Co$28.3M0.81%0.01%-0.6%Q4 2023
AMDAdvanced Micro Devices Inc$27.6M0.78%0.01%-1.7%Q4 2023
CVXChevron Corp$26.7M0.76%0.01%-0.1%Q4 2023
CMICummins Inc$26.2M0.75%0.05%-2.1%Q4 2023
HONHoneywell International Inc$25M0.71%0.02%-0.5%Q4 2023
TJXTJX Companies Inc$25M0.71%0.02%+3.1%Q4 2023
GLWCorning Inc$24.4M0.69%0.03%-2.9%Q4 2023
DISWalt Disney Co$24.1M0.69%0.01%-1.9%Q4 2023
LLYELI LILLY & Co$23M0.66%0.00%+9.4%Q4 2023
ASMLAsml Holding NV$22.6M0.64%0.01%+1.8%Q4 2023
PEPPepsico Inc$21.5M0.61%0.01%-2.1%Q4 2023
AMGNAmgen Inc$20.7M0.59%0.01%-1.6%Q4 2023
RTXRTX Corp$20.2M0.58%0.01%-0.8%Q4 2023
SYKStryker Corp$20.2M0.57%0.01%+5.0%Q4 2023
SBUXStarbucks Corp$20.1M0.57%0.02%-3.4%Q4 2023
INTUIntuit Inc.$19.8M0.57%0.01%-1.2%Q4 2023
NEENextera Energy Inc$19.7M0.56%0.01%+0.6%Q4 2023
PAYXPaychex Inc$19.7M0.56%0.04%-1.9%Q4 2023
SOSouthern Co$19.6M0.56%0.02%-0.9%Q4 2023
WMTWalmart Inc.$18.9M0.54%0.00%+1.7%Q4 2023
ABTAbbott Laboratories$18.8M0.54%0.01%-0.9%Q4 2023
SPYSPDR S&P 500 ETF Trust$18.1M0.52%Not reported+2.9%Q4 2023
CATCaterpillar Inc$18M0.51%0.01%-2.0%Q4 2023
Premium opens every quarter this fund has filed

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