Florida Trust Wealth Management Co
CIK: 0001651023SEC EDGAR →
Portfolio Value
$3.6M
Holdings
415
As of
Q4 2025
New Positions
415
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 582,636 | $183K | 5.05% |
| 2 | APPLE COMPUTER INC | 647,872 | $176K | 4.86% |
| 3 | MICROSOFT CORPORATION | 362,466 | $175K | 4.84% |
| 4 | VANGUARD HIGH DIVDEND YIELD | 790,209 | $113K | 3.13% |
| 5 | VISA INC | 257,999 | $90K | 2.50% |
| 6 | HOME DEPOT, INC. | 248,348 | $85K | 2.36% |
| 7 | J.P. MORGAN CHASE & | 252,744 | $81K | 2.25% |
| 8 | JOHNSON & JOHNSON | 373,159 | $77K | 2.13% |
| 9 | VANGUARD GROWTH | 156,960 | $77K | 2.11% |
| 10 | AMAZON.COM, INC | 321,946 | $74K | 2.05% |
Quarterly Changes
New Positions (415)
$183K · 583K shares
$176K · 648K shares
$175K · 362K shares
$113K · 790K shares
$90K · 258K shares
$85K · 248K shares
$81K · 253K shares
$77K · 373K shares
$77K · 157K shares
$74K · 322K shares
$62K · 270K shares
$58K · 184K shares
$57K · 114K shares
$54K · 1.2M shares
$54K · 511K shares
$51K · 276K shares
$50K · 255K shares
$50K · 185K shares
$49K · 85K shares
$45K · 52K shares
$45K · 532K shares
$39K · 180K shares
$36K · 105K shares
$36K · 34K shares
$36K · 167K shares
$36K · 106K shares
$35K · 117K shares
$34K · 129K shares
$33K · 205K shares
$32K · 48K shares
$31K · 656K shares
$31K · 61K shares
$30K · 36K shares
$28K · 180K shares
$27K · 174K shares
$26K · 294K shares
$25K · 176K shares
$24K · 244K shares
$24K · 23K shares
$24K · 72K shares
$23K · 117K shares
$22K · 122K shares
$22K · 193K shares
$22K · 197K shares
$22K · 38K shares
$21K · 149K shares
$21K · 199K shares
$21K · 263K shares
$21K · 174K shares
$20K · 58K shares
$19K · 29K shares
$19K · 22K shares
$19K · 28K shares
$18K · 50K shares
$18K · 58K shares
$18K · 40K shares
$18K · 206K shares
$17K · 139K shares
$17K · 203K shares
$17K · 151K shares
$16K · 40K shares
$16K · 119K shares
$15K · 51K shares
$15K · 159K shares
$14K · 182K shares
$14K · 77K shares
$14K · 43K shares
$14K · 275K shares
$14K · 3K shares
$14K · 342K shares
$13K · 231K shares
$13K · 41K shares
$12K · 154K shares
$12K · 89K shares
$12K · 71K shares
$12K · 144K shares
$12K · 3K shares
$11K · 13K shares
$11K · 171K shares
$11K · 36K shares
$11K · 351K shares
$11K · 66K shares
$11K · 44K shares
$11K · 22K shares
$10K · 30K shares
$10K · 194K shares
$9K · 45K shares
$9K · 14K shares
$9K · 178K shares
$9K · 77K shares
$9K · 37K shares
$9K · 229K shares
$9K · 96K shares
$9K · 127K shares
$8K · 107K shares
$8K · 68K shares
$8K · 200K shares
$8K · 43K shares
$8K · 31K shares
$8K · 26K shares
$8K · 24K shares
$8K · 50K shares
$8K · 123K shares
$8K · 100K shares
$7K · 105K shares
$7K · 73K shares
$7K · 69K shares
$6K · 98K shares
$6K · 227K shares
$6K · 28K shares
$6K · 33K shares
$6K · 15K shares
$6K · 19K shares
$6K · 3K shares
$6K · 94K shares
$5K · 55K shares
$5K · 22K shares
$5K · 33K shares
$5K · 25K shares
$5K · 80K shares
$5K · 21K shares
$5K · 109K shares
$5K · 8K shares
$5K · 86K shares
$5K · 17K shares
$5K · 17K shares
$5K · 87K shares
$5K · 13K shares
$4K · 28K shares
$4K · 11K shares
$4K · 27K shares
$4K · 6K shares
$4K · 20K shares
$4K · 20K shares
$4K · 17K shares
$4K · 22K shares
$4K · 7K shares
$4K · 62K shares
$4K · 22K shares
$4K · 19K shares
$4K · 17K shares
$4K · 15K shares
$4K · 54K shares
$4K · 47K shares
$4K · 5K shares
$4K · 106K shares
$4K · 73K shares
$4K · 37K shares
$4K · 6K shares
$3K · 116K shares
$3K · 6K shares
$3K · 12K shares
$3K · 25K shares
$3K · 85K shares
$3K · 42K shares
$3K · 9K shares
$3K · 32K shares
$3K · 30K shares
$3K · 6K shares
$3K · 1K shares
$3K · 30K shares
$3K · 15K shares
$3K · 106K shares
$3K · 45K shares
$3K · 67K shares
$3K · 9K shares
$3K · 22K shares
$3K · 3K shares
$2K · 13K shares
$2K · 5K shares
$2K · 41K shares
$2K · 4K shares
$2K · 9K shares
$2K · 37K shares
$2K · 18K shares
$2K · 22K shares
$2K · 10K shares
$2K · 39K shares
$2K · 12K shares
$2K · 34K shares
$2K · 17K shares
$2K · 21K shares
$2K · 8K shares
$2K · 8K shares
$2K · 52K shares
$2K · 16K shares
$2K · 24K shares
$2K · 6K shares
$2K · 21K shares
$2K · 12K shares
$2K · 71K shares
$2K · 66K shares
$2K · 45K shares
$2K · 11K shares
$2K · 32K shares
$2K · 20K shares
$2K · 21K shares
$2K · 10K shares
$2K · 39K shares
$2K · 7K shares
$2K · 10K shares
$2K · 2 shares
$1K · 11K shares
$1K · 6K shares
$1K · 15K shares
$1K · 7K shares
$1K · 10K shares
$1K · 17K shares
$1K · 6K shares
$1K · 19K shares
$1K · 17K shares
$1K · 6K shares
$1K · 11K shares
$1K · 4K shares
$1K · 7K shares
$1K · 24K shares
$1K · 50K shares
$1K · 12K shares
$1K · 2K shares
$1K · 2K shares
$1K · 9K shares
$1K · 15K shares
$1K · 2K shares
$1K · 3K shares
$1K · 28K shares
$1K · 8K shares
$1K · 5K shares
$1K · 7K shares
$1K · 2K shares
$988 · 8K shares
$969 · 2K shares
$938 · 7K shares
$934 · 25K shares
$923 · 6K shares
$922 · 21K shares
$910 · 18K shares
$906 · 10K shares
$901 · 4K shares
$880 · 30K shares
$872 · 32K shares
$862 · 10K shares
$853 · 11K shares
$838 · 13K shares
$833 · 5K shares
$818 · 3K shares
$818 · 4K shares
$808 · 2K shares
$794 · 4K shares
$764 · 1K shares
$762 · 1K shares
$756 · 5K shares
$755 · 3K shares
$751 · 14K shares
$750 · 9K shares
$746 · 16K shares
$733 · 5K shares
$727 · 4K shares
$712 · 13K shares
$695 · 4K shares
$654 · 50K shares
$651 · 6K shares
$645 · 2K shares
$641 · 5K shares
$637 · 16K shares
$633 · 2K shares
$629 · 2K shares
$622 · 6K shares
$621 · 6K shares
$619 · 55K shares
$615 · 8K shares
$612 · 3K shares
$612 · 14K shares
$610 · 12K shares
$608 · 17K shares
$599 · 2K shares
$591 · 7K shares
$588 · 9K shares
$581 · 3K shares
$581 · 7K shares
$580 · 3K shares
$559 · 4K shares
$559 · 5K shares
$552 · 10K shares
$552 · 32K shares
$543 · 11K shares
$543 · 10K shares
$542 · 3K shares
$540 · 1K shares
$538 · 46K shares
$538 · 4K shares
$536 · 2K shares
$534 · 6K shares
$525 · 13K shares
$520 · 7K shares
$511 · 25K shares
$510 · 13K shares
$508 · 7K shares
$501 · 1K shares
$491 · 30K shares
$486 · 5K shares
$480 · 15K shares
$479 · 2K shares
$471 · 6K shares
$463 · 14K shares
$463 · 5K shares
$462 · 2K shares
$458 · 8K shares
$451 · 3K shares
$448 · 6K shares
$446 · 7K shares
$441 · 13K shares
$439 · 5K shares
$438 · 14K shares
$437 · 2K shares
$432 · 4K shares
$430 · 3K shares
$428 · 4K shares
$416 · 7K shares
$410 · 5K shares
$406 · 6K shares
$403 · 1K shares
$403 · 5K shares
$398 · 113K shares
$396 · 7K shares
$393 · 1K shares
$391 · 18K shares
$390 · 4K shares
$378 · 8K shares
$376 · 8K shares
$372 · 1K shares
$372 · 2K shares
$371 · 10K shares
$366 · 404 shares
$362 · 4K shares
$360 · 770 shares
$360 · 4K shares
$359 · 2K shares
$355 · 5K shares
$355 · 3K shares
$350 · 2K shares
$349 · 2K shares
$339 · 3K shares
$337 · 7K shares
$337 · 2K shares
$336 · 757 shares
$336 · 11K shares
$336 · 5K shares
$334 · 13K shares
$331 · 5K shares
$323 · 3K shares
$317 · 3K shares
$316 · 9K shares
$313 · 4K shares
$313 · 6K shares
$308 · 3K shares
$305 · 1K shares
$304 · 19K shares
$302 · 934 shares
$301 · 13K shares
$300 · 17K shares
$299 · 6K shares
$297 · 4K shares
$293 · 1K shares
$290 · 4K shares
$290 · 11K shares
$287 · 3K shares
$270 · 3K shares
$269 · 7K shares
$268 · 10K shares
$268 · 4K shares
$267 · 2K shares
$264 · 1K shares
$264 · 2K shares
$263 · 10K shares
$262 · 2K shares
$261 · 260 shares
$261 · 675 shares
$260 · 3K shares
$259 · 804 shares
$253 · 4K shares
$252 · 4K shares
$250 · 492 shares
$248 · 730 shares
$247 · 204 shares
$246 · 1K shares
$246 · 2K shares
$244 · 5K shares
$242 · 1K shares
$238 · 735 shares
$235 · 5K shares
$234 · 2K shares
$233 · 2K shares
$231 · 1K shares
$230 · 3K shares
$230 · 1K shares
$229 · 416 shares
$227 · 8K shares
$226 · 511 shares
$226 · 1K shares
$225 · 2K shares
$224 · 803 shares
$220 · 2K shares
$219 · 730 shares
$215 · 3K shares
$209 · 2K shares
$208 · 727 shares
$208 · 5K shares
$207 · 3K shares
$204 · 1K shares
$204 · 968 shares
$203 · 2K shares
$203 · 2K shares
$202 · 2K shares
$151 · 29K shares
$56 · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 142 | $970K | 26.8% |
| Technology | 47 | $869K | 24.0% |
| Healthcare | 36 | $376K | 10.4% |
| Communication Services | 13 | $321K | 8.9% |
| Consumer Cyclical | 31 | $301K | 8.3% |
| Industrials | 45 | $277K | 7.7% |
| Consumer Defensive | 21 | $147K | 4.1% |
| Unknown | 26 | $120K | 3.3% |
| Energy | 19 | $108K | 3.0% |
| Utilities | 16 | $75K | 2.1% |
| Real Estate | 7 | $40K | 1.1% |
| Basic Materials | 12 | $17K | 0.5% |