Florida Trust Wealth Management Co
Top Portfolio Positions
331 positions ·
$2,869,083,000 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
649,068 | $164,726,966 | 5.74% | |
| MSFT |
Microsoft Corp
Technology
|
367,393 | $135,997,866 | 4.74% | |
| JNJ |
Johnson & Johnson
Healthcare
|
372,690 | $91,100,342 | 3.18% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
248,836 | $81,839,671 | 2.85% | |
| V |
Visa Inc.
Financial Services
|
256,559 | $77,542,392 | 2.70% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
258,029 | $75,901,809 | 2.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
333,418 | $69,440,966 | 2.42% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
503,081 | $60,515,612 | 2.11% | |
| ABBV |
AbbVie Inc.
Healthcare
|
273,604 | $59,506,133 | 2.07% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
112,397 | $53,860,642 | 1.88% |
Portfolio Trend
10 quarters · across all stocks
Holdings in GNE
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,165,446 | 294,586 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||