Florida Trust Wealth Management Co
CIK 1651023 · Holdings on Dec 31, 2023 · First reported Feb 16, 2024
Top ten holdings
Q4 2023- MSFT5.73%
- AAPL5.16%
- VYM3.59%
- GOOG3.47%
- HD3.27%
- ACN3.19%
- V2.92%
- JNJ2.42%
- MRK2.37%
- AMZN1.71%
Share classes counted separately33.83%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORPEquities View history and evidence | $155.45M | 5.73% | 413.38K shares | Prior unavailable — | — | ↗▾ |
| 02 | AAPLAPPLE INCEquities View history and evidence | $139.88M | 5.16% | 726.53K shares | Prior unavailable — | — | ↗▾ |
| 03 | VYMVANGUARD HIGH DVD YIELD ETFMutual Funds View history and evidence | $97.40M | 3.59% | 872.48K shares | Prior unavailable — | — | ↗▾ |
| 04 | GOOGALPHABET INC-CL CEquities View history and evidence | $94.26M | 3.47% | 668.83K shares | Prior unavailable — | — | ↗▾ |
| 05 | HDHOME DEPOT INCEquities View history and evidence | $88.71M | 3.27% | 255.98K shares | Prior unavailable — | — | ↗▾ |
| 06 | ACNACCENTURE PLC-CL AEquities View history and evidence | $86.60M | 3.19% | 246.79K shares | Prior unavailable — | — | ↗▾ |
| 07 | VVISA INC-CLASS A SHARESEquities View history and evidence | $79.34M | 2.92% | 304.73K shares | Prior unavailable — | — | ↗▾ |
| 08 | JNJJOHNSON & JOHNSONEquities View history and evidence | $65.59M | 2.42% | 418.44K shares | Prior unavailable — | — | ↗▾ |
| 09 | MRKMERCK & CO. INC.Equities View history and evidence | $64.23M | 2.37% | 589.11K shares | Prior unavailable — | — | ↗▾ |
| 10 | AMZNAMAZON.COM INCEquities View history and evidence | $46.50M | 1.71% | 306.07K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1651023 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2713223441
}Research all 349 reported holdings.
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