Florida Trust Wealth Management Co Q1 2025 Filing
Filed April 15, 2025
Portfolio Value
$3.1B
Holdings
390
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (390 positions)
| Stock | Value |
|---|---|
CSCOCISCO SYSTEMS INC | $6.3M |
GEGENERAL ELEC CO | $6.3M |
LMTLOCKHEED MARTIN CORP | $6.1M |
MTBM&T BANK CORP | $6.0M |
IJRISHARES S&P SMALL CAP 600 | $5.4M |
KOCOCA COLA CO | $5.3M |
BXBLACKSTONE GROUP ORD SHS CLASS | $5.2M |
MKLMARKEL CORP | $5.2M |
TSMTAIWAN SEMICONDUCTOR ADR | $5.1M |
MCXMCCORMICK & CO. | $5.1M |
DOWDOW INC | $5.1M |
ICEINTERCONTINENTAL EXCHANGE INC | $5.1M |
APHAMPHENOL CORP NEW | $5.0M |
STZCONSTELLATION BRANDS | $5.0M |
CLCOLGATE-PALMOLIVE CO | $4.8M |
VTEBVANGUARD TAX-EXEMPT BOND INDEX | $4.7M |
IWBISHARES RUSSELL 1000 | $4.7M |
BAMBROOKFIELD ASSET MANAGEMENT VOT | $4.6M |
CMECME GROUP INC | $4.6M |
ADPAUTOMATIC DATA PRO | $4.6M |
DFAIDFA INTERNATIONAL CORE EQUITY M | $4.5M |
SLBSCHLUMBERGER LTD | $4.5M |
GQ9SPDR GOLD TRGOLD SHS | $4.5M |
NOCNORTHROP GRUMMAN | $4.4M |
FDXFEDEX CORPORATION | $4.4M |
AQLTISHARES CORE MSCI EAFE | $4.3M |
COPCONOCOPHILLIPS COM | $4.2M |
VEAVANGUARD MSCI EAFE ETF | $4.2M |
TSCOTRACTOR SUPPLY COMPANY | $4.2M |
IEMGISHARES CORE MSCI EMERGING MARK | $4.1M |
4I1PHILIP MORRIS INTL INC | $3.7M |
SAPSAP AKTIENGESELL | $3.6M |
XLBSELECT SECTOR SPDR - MATERIALS | $3.6M |
PANWPALO ALTO NETWORKS INC | $3.6M |
CBOECBOE HOLDINGS INC | $3.5M |
MUMICRON TECHNOLOGY | $3.5M |
INTCINTEL CORP | $3.4M |
BABOEING COMPANY | $3.3M |
BIPBROOKFIELD INFRAST PARTNERS LP | $3.2M |
DHRDANAHER CORP | $3.2M |
IVEISHARES S&P 500 BARRA VALUE | $3.1M |
PNCPNC FINANCIAL SERVICES GROUP IN | $3.0M |
REGNREGENERON PHARMACEUTICALS INC | $3.0M |
SHELSHELL PLC SPON ADR | $2.9M |
SPGIS P GLOBAL INC | $2.9M |
TAT&T INC COM | $2.8M |
IVVISHARES S&P 500 | $2.8M |
KHCKRAFT HEINZ CO | $2.8M |
NDQINVESCO QQQ TRUST SERIES 1 | $2.7M |
DEDEERE & CO | $2.7M |
DFSEURDISCOVER FINANCIAL SERVICES | $2.6M |
OREALTY INCOME CORP | $2.5M |
FDSFACTSET RESH SYS | $2.5M |
ULUNILEVER PLC AMER SH | $2.4M |
TXNTEXAS INSTRUMENTS | $2.4M |
BRK-BBERKSHIRE HATHAWAY | $2.4M |
MOALTRIA GROUP | $2.4M |
URIUNITED RENTALS | $2.4M |
KMBKIMBERLY-CLARK | $2.4M |
NFLXNETFLIX INC | $2.4M |
ULTAULTA BEAUTY INC | $2.2M |
OMCOMNICOM GROUP INC | $2.2M |
MLB1MERCADOLIBRE INC | $2.2M |
PGXINVESCO PREFERRED ETF | $2.1M |
DFASDIMENSIONAL U S SMALL CAP ETF | $2.1M |
NSCNORFOLK SOUTHERN | $2.1M |
SWKSTANLEY BLACK & DECKER INC | $2.1M |
EFAISHARES MSCI EAFE | $2.0M |
BMYBRISTOL MYERS SQUIBB | $2.0M |
CVSCVS HEALTH CORPORATION | $2.0M |
SYYSYSCO CORP | $2.0M |
BABAALIBABA GROUP HOLDING LIMITED | $2.0M |
VTVVANGUARD VALUE ETF | $1.9M |
WMBWILLIAMS CO. | $1.9M |
GILDGILEAD SCIENCES INC | $1.9M |
PWRQUANTA SERVICES | $1.8M |
BDXBECTON, DICKINSON | $1.8M |
EFXEQUIFAX, INC. | $1.7M |
PFEPFIZER INC | $1.7M |
IWDISHARES RUSSELL 1000 VALUE | $1.6M |
SDYSPDR S&P DIVIDEND | $1.6M |
FISVFISERV INC | $1.6M |
BPBP AMOCO PLC ADR | $1.6M |
IJHISHARES S&P MIDCAP 400 | $1.6M |
DWDMORGAN STANLEY | $1.6M |
ETNEATON CORP NEW | $1.6M |
WFCWELLS FARGO & CO NEW | $1.5M |
VNQVANGUARD SF REIT ETF | $1.5M |
CARRCARRIER GLOBAL CORPORATION COM | $1.5M |
HYGISHARES HIGH YIELD CORP BND FD | $1.5M |
UNPUNION PACIFIC CORP | $1.5M |
IWFISHARES RUSSELL 1000 GROWTH | $1.4M |
WELLWELLTOWER INC | $1.4M |
XELXCEL ENERGY INC | $1.4M |
FQIDIGITAL REALTY TRUST | $1.4M |
LYVLIVE NATION | $1.4M |
AFLAFLAC INCORPORATED | $1.4M |
COFCAPITAL ONE FINL | $1.4M |
VOVANGUARD MID-CAP ETF | $1.3M |
RJFRAYMOND JAMES FINL | $1.3M |