Florida Trust Wealth Management Co - Portfolio overview

Florida Trust Wealth Management Co has 456 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. GOOG - ALPHABET INC, 9.30%
2. VYM - VANGUARD HIGH DIVDEND YIELD, 6.70%
3. JNJ - JOHNSON & JOHNSON, 5.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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