Florida Trust Wealth Management Co
Top Portfolio Positions
330 positions ·
$2,815,222,358 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
649,068 | $164,726,966 | 5.85% | |
| MSFT |
Microsoft Corp
Technology
|
367,393 | $135,997,866 | 4.83% | |
| JNJ |
Johnson & Johnson
Healthcare
|
372,690 | $91,100,342 | 3.24% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
248,836 | $81,839,671 | 2.91% | |
| V |
Visa Inc.
Financial Services
|
256,559 | $77,542,392 | 2.75% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
258,029 | $75,901,809 | 2.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
333,418 | $69,440,966 | 2.47% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
503,081 | $60,515,612 | 2.15% | |
| ABBV |
AbbVie Inc.
Healthcare
|
273,604 | $59,506,133 | 2.11% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
53,354 | $53,163,526 | 1.89% |
Portfolio Trend
Holdings in BIPH
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,777,574 | 104,584 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,697,169 | 106,424 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $3,500,284 | 106,424 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $3,632,204 | 108,424 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,239,274 | 108,737 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $3,578,695 | 112,573 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $3,961,026 | 113,043 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $3,172,118 | 115,602 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $3,674,696 | 117,741 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $3,741,389 | 118,812 | Shares | Defined | 2024-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||