Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Florida Trust Wealth Management Co (CIK 1651023) reported $3.57B across 436 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($164.7M, 4.61%), GOOG ($164.1M, 4.59%), MSFT ($136.0M, 3.81%), VYM ($117.0M, 3.27%), JNJ ($91.1M, 2.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE COMPUTER INC | $164.7M | 4.61% | 649,068 | Added |
| 2 | GOOG | ALPHABET INC | $164.1M | 4.59% | 572,130 | Trimmed |
| 3 | MSFT | MICROSOFT CORPORATION | $136.0M | 3.81% | 367,393 | Added |
| 4 | VYM | VANGUARD HIGH DIVDEND YIELD | $117.0M | 3.27% | 789,676 | Trimmed |
| 5 | JNJ | JOHNSON & JOHNSON | $91.1M | 2.55% | 372,690 | Trimmed |
| 6 | HD | HOME DEPOT, INC. | $81.8M | 2.29% | 248,836 | Added |
| 7 | V | VISA INC | $77.5M | 2.17% | 256,559 | Trimmed |
| 8 | JPM | J.P. MORGAN CHASE & | $75.9M | 2.12% | 258,029 | Added |
| 9 | VUG | VANGUARD GROWTH | $69.7M | 1.95% | 159,565 | Added |
| 10 | AMZN | AMAZON.COM, INC | $69.4M | 1.94% | 333,418 | Added |
| 11 | MRK | MERCK & CO INC NEWCOM | $60.5M | 1.69% | 503,081 | Trimmed |
| 12 | ABBV | ABBVIE INC | $59.5M | 1.67% | 273,604 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DELCL B | $53.9M | 1.51% | 112,397 | Trimmed |
| 14 | COST | COSTCO WHSL CORP NEW | $53.2M | 1.49% | 53,354 | Added |
| 15 | GOOGL | ALPHABET INC CL A | $53.0M | 1.48% | 184,297 | Added |
| 16 | VCIT | VANGUARD INTERMEDIATE TERM CORP | $50.2M | 1.41% | 606,886 | Added |
| 17 | NVDA | NVIDIA CORP | $50.2M | 1.40% | 287,720 | Added |
| 18 | BN | BROOKFIELD ORD SHS CLASS A | $47.8M | 1.34% | 1.2M | Added |
| 19 | MA | MASTERCARD INC | $41.9M | 1.17% | 83,886 | Trimmed |
| 20 | GLW | CORNING INC | $40.5M | 1.13% | 297,829 | Added |
| 21 | ORCL | ORACLE CORP | $38.5M | 1.08% | 261,908 | Added |
| 22 | VIG | VANGUARD DIVIDEND APPRECIATION | $38.1M | 1.07% | 177,168 | Trimmed |
| 23 | CVX | CHEVRON CORP | $36.7M | 1.03% | 177,375 | Added |
| 24 | GD | GENERAL DYNAMICS | $35.8M | 1.00% | 104,398 | Trimmed |
| 25 | XOM | EXXON MOBIL CORP | $35.8M | 1.00% | 211,243 | Added |
Source: SEC Form 13F filings · as of 2026-03-31