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)

StockValue
AZNASTRAZENECA ADR
$1.3M
IWMISHARES RUSSELL 2000
$1.3M
CSXCSX CORP
$1.3M
WMWASTE MANAGEMENT INC
$1.3M
A4SAMERIPRISE FINANCIAL, INC.
$1.3M
DFACDIMENSIONAL U S CORE EQUITY 2 E
$1.3M
BKBANK NEW YORK MELLON CORPCOM
$1.3M
DDDUPONT DE NEMOURS INC
$1.3M
NVSNNOVARTIS AG
$1.2M
KKRKKR CO INC A
$1.2M
GISGENERAL MILLS
$1.2M
NVONOVO-NORDISK A/S ADR
$1.2M
CMGCHIPOTLE MEXICAN GRILL INC
$1.2M
DDOMINION RES INC VA
$1.2M
CEGCONSTELLATION ENERGY CORP
$1.2M
AMATAPPLIED MATERIALS
$1.1M
TRVCCITIGROUP INC COM NEW
$1.1M
MDYSPDR S&P MIDCAP 400 ETF TR
$1.1M
OXYOCCIDENTAL PETROLEUM
$1.1M
APDAIR PRODS & CHEMS
$1.1M
OTISOTIS WORLDWIDE CORP
$1.0M
AKAMAKAMAI TECHNOLOGIES INC
$1.0M
GPCGENUINE PARTS CO
$1.0M
IAU*ISHARES GOLD TRUST ETF
$1.0M
DHID R HORTON INC
$1.0M
VENVENTAS INC
$1.0M
AWCAMERICAN WTR WKS CO INC NEW
$1.0M
ALSALLSTATE CORP
$1.0M
XLEENERGY SELECT SECTOR SPDR
$985K
DEODIAGEO PLC SPON ADR
$965K
ISRGINTUITIVE SURGICAL, INC.
$930K
DONSPDR DJ INDUSTRIAL AVERAGE ETF
$871K
SPBOSPDR BARCLAYS ISSUER SCORED COR
$870K
AJGGALLAGHER ARTHUR J & CO
$853K
SCHDSCHWAB US DIVIDEND EQUITY
$844K
UI2KEMPER CORP
$842K
KVUEKENVUE INC COM
$836K
CTVACORTEVA INC
$789K
MMM3M CORPORATION
$785K
SNOWSNOWFLAKE INC CL A
$780K
TMOTHERMO FISHER SCIENTIFIC, INC
$778K
CITCINTAS CORP
$759K
FISFIDELITY NATL INFORMATION SVCS
$751K
VLOVALERO ENERGY
$736K
PSXPHILLIPS 66
$726K
ECLECOLAB INC
$712K
KRKROGER COMPANY
$681K
OKEONEOK INC
$664K
PEOEXELON CORP
$644K
IVWISHARES S&P 500 BARRA GROWTH
$640K
CDWCDW CORPORATION
$625K
AQLTISHARES DJ SELECT DIVIDEND
$618K
ITOTISHARES CORE S&P TOTAL US STOCK
$601K
IWRISHARES RUSSELL MID CAP
$584K
IQVIQVIA HOLDINGS INC
$583K
YUMYUM BRANDS INC
$581K
PFMINVESTCO EXCHANGE TRADED FD TR
$574K
GEHCGE HEALTHCARE TECHNOLOGIES INC
$573K
TRVTHE TRAVELERS COMPANIES
$570K
AEPAMERICAN ELEC PWR
$565K
USBUS BANCORP COM
$564K
ELVELEVANCE HEALTH ORD SHS
$545K
LYBLYONDELLBASELL INDUSTRIES
$539K
ABGCENCORA INC
$531K
EPDENTERPRISE PRODUCTS PARTNERS LP
$531K
DTDWISDOMTREE US TTL DIV FD ETF
$527K
EWEDWARDS LIFESCIENCES
$526K
PLDPROLOGIS
$517K
FCXFREEPORT MCMORAN COPPER & GOLD
$514K
CRLCHARLES RIVER LABS
$509K
MASMASCO CORPORATION
$504K
GATXGATX CORP
$496K
GSKGSK PLC SPONSORED ADR
$493K
UMBFUMB FINANCIAL CORPORATION
$491K
FFORD MOTOR CO
$490K
7HPHP INC
$486K
BXSLBLACKSTONE SECURED LENDING ORD
$485K
VWOVANGUARD FTSE EMERGING MARKETS
$480K
ESGVVANGUARD ESG US STOCK ETF
$478K
CHDCHURCH & DWIGHT CO INC
$473K
TDIVFIRST TRUST VI FIRST TR NASDAQ
$473K
PLTRPALANTIR TECHNOLOGIES INC
$469K
XLFISELECT SECTOR SPDR-CONSUMER STA
$465K
MTCHMATCH GROUP INC NEW
$464K
HUMHUMANA INC
$461K
RWRSTREETTRACKS DJ WILSHIRE REIT E
$456K
LINLINDE PLC SHS
$454K
ROSTROSS STORES, INC
$451K
WECWEC ENERGY GROUP INC
$437K
IDXXIDEXX LABS INC
$435K
AMTAMERICAN TOWER CORP
$432K
SRESEMPRA ENERGY
$431K
OEFISHARES S&P 100
$427K
VEUVANGUARD FTSE ALL WORLD ETF
$425K
GFSGLOBALFOUNDRIES INC ORDINARY SH
$423K
ADIANALOG DEVICES INC
$422K
CBTCABOT CORP
$415K
AMLPALERIAN MLP ETF
$415K
WTWWILLIS TOWERS WATSON PUBLIC LTD
$405K
CCKCROWN HOLDINGS INC
$401K
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