Institutional manager
Florida Trust Wealth Management Co
Holds positions in 271 of the S&P 500, worth $2.87bn as reported for the quarter ended 31-mar-2026.
Positions held271of 488 index companies covered
Reported value$2.87bnS&P 500 positions only
Top ten weight36%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 271 held. The rest are smaller than every one of these.
Alphabet Inc. (Class A)GOOGL756,427$217mCommunication ServicesApple Inc.AAPL649,068$165mInformation TechnologyMicrosoftMSFT367,393$136mInformation TechnologyJohnson & JohnsonJNJ372,690$91mHealth CareHome Depot (The)HD248,836$82mConsumer DiscretionaryVisa Inc.V256,559$78mFinancialsJPMorgan ChaseJPM258,029$76mFinancialsAmazonAMZN333,418$69mConsumer DiscretionaryMerck & Co.MRK503,081$61mHealth CareAbbVieABBV273,604$60mHealth CareBerkshire HathawayBRK.B112,399$55mFinancialsCostcoCOST53,354$53mConsumer StaplesNvidiaNVDA287,720$50mInformation TechnologyMastercardMA83,886$42mFinancialsCorning Inc.GLW297,829$40mInformation TechnologyOracle CorporationORCL261,908$39mInformation TechnologyChevron CorporationCVX177,375$37mEnergyExxonMobilXOM211,243$36mEnergyGeneral DynamicsGD104,398$36mIndustrialsENBRIDGE INCENB658,986$36mAdvanced Micro DevicesAMD172,978$35mInformation TechnologyBroadcomAVGO112,133$35mInformation TechnologyLilly (Eli)LLY36,471$34mHealth CareAccentureACN168,587$33mInformation TechnologyCumminsCMI60,285$32mIndustrialsMcKesson CorporationMCK36,047$31mHealth CareASML HoldingASML22,842$30mMeta PlatformsMETA51,795$30mCommunication ServicesTJX CompaniesTJX184,311$29mConsumer DiscretionaryIBMIBM120,599$29mInformation TechnologyCaterpillar Inc.CAT39,177$28mIndustrialsCBRE GroupCBRE202,709$27mReal EstateHoneywell TechnologiesHON115,075$26mIndustrialsWalmartWMT205,559$26mConsumer StaplesAmgenAMGN70,996$25mHealth CareNextEra EnergyNEE263,622$24mUtilitiesRTX CorporationRTX123,172$24mIndustrialsPepsiCoPEP149,191$23mConsumer StaplesSalesforceCRM114,684$21mInformation TechnologyProcter & GamblePG146,492$21mConsumer StaplesGoldman SachsGS24,084$20mFinancialsSouthern CompanySO204,410$20mUtilitiesStryker CorporationSYK59,693$20mHealth CareChubb LimitedCB57,756$19mFinancialsWalt Disney Company (The)DIS185,221$18mCommunication ServicesStarbucksSBUX198,806$18mConsumer DiscretionaryMicron TechnologyMU52,624$18mInformation TechnologyMarathon PetroleumMPC66,044$16mEnergyTesla, Inc.TSLA42,412$16mConsumer DiscretionaryFastenalFAST338,168$16mIndustrialsEmerson ElectricEMR117,981$15mIndustrialsAmerican ExpressAXP50,697$15mFinancialsAbbott LaboratoriesABT138,795$14mHealth CareLockheed MartinLMT23,476$14mIndustrialsO'Reilly AutomotiveORLY153,241$14mConsumer DiscretionaryTaiwan Semiconductor ManufacturingTSM41,819$14mAmphenolAPH103,927$13mInformation TechnologyPublic Service Enterprise GroupPEG153,077$12mUtilitiesColgate-PalmoliveCL141,935$12mConsumer StaplesNetflixNFLX125,321$12mCommunication Services
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.