Florida Trust Wealth Management Co: 13F holdings
CIK 16510232026Q2
| Positions | 461 |
|---|
| Reported value | $4.0bn |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 461 (+25 vs prior quarter) |
|---|
| Reported value | $4.0bn (+12.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOG ALPHABET INC | 552,832 | $195.3m | 4.9% |
| AAPL APPLE COMPUTER INC | 665,009 | $192.4m | 4.8% |
| MSFT MICROSOFT CORPORATION | 363,430 | $135.6m | 3.4% |
| VYM VANGUARD HIGH DIVDEND YIELD | 798,906 | $126.3m | 3.1% |
| JNJ JOHNSON & JOHNSON | 376,999 | $95.7m | 2.4% |
| AMD ADVANCED MICRO DEV | 161,431 | $93.8m | 2.3% |
| HD HOME DEPOT, INC. | 244,076 | $86.1m | 2.1% |
| JPM J.P. MORGAN CHASE & | 261,453 | $85.6m | 2.1% |
| V VISA INC | 248,992 | $85.4m | 2.1% |
| AMZN AMAZON.COM, INC | 355,627 | $84.8m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1651023")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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