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Sanibel Captiva Trust Company

Latest statistics and disclosures from Florida Trust Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AAPL, GOOG, VYM, HD, and represent 20.46% of Florida Trust Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VCIT (+$8.2M), AGG (+$5.3M), IJH, NVDA, FCX, AAPL, AVGO, COST, VTV, LLY.
Started 20 new stock positions in PKG, VOT, USHY, KMI, IYW, MSI, CIBR, SLV, HUBB, EFAV. COIN, ABNB, RF, ETR, SONY, RPM, LULU, JBL, ARKK, TD.
Reduced shares in these 10 stocks: ACN, MSFT, FLOT, ORCL, GOOG, UNH, SPYG, CMCSA, INTC, VUG.
Sold out of its positions in CACI, JPST, MFG, PPG, MINT, PSA, TTE, LYB.
Florida Trust Wealth Management was a net buyer of stock by $25M.
Florida Trust Wealth Management has $3.5B in assets under management (AUM), dropping by 7.97%.
Central Index Key (CIK): 0001651023

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Portfolio Holdings for Florida Trust Wealth Management

Florida Trust Wealth Management holds 404 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation Equities (MSFT)	5.4	$189M	-2%	365k	517.95	View chart
Apple Computer Equities (AAPL)	4.8	$169M		663k	254.63	View chart
Alphabet Equities (GOOG)	4.2	$146M	-2%	601k	243.55	View chart
Vanguard High Divdend Yield Mutual Funds (VYM)	3.2	$114M		809k	140.95	View chart
Home Depot Equities (HD)	2.8	$100M		247k	405.19	View chart
Visa Equities (V)	2.5	$89M		261k	341.38	View chart
J.p. Morgan Chase & Equities (JPM)	2.3	$79M		251k	315.44	View chart
Vanguard Growth Mutual Funds (VUG)	2.1	$75M		157k	479.61	View chart
Oracle Corp Equities (ORCL)	2.0	$71M	-4%	253k	281.24	View chart
Amazon.com Equities (AMZN)	2.0	$70M		321k	219.57	View chart
Johnson & Johnson Equities (JNJ)	2.0	$69M		374k	185.42	View chart
Abbvie Equities (ABBV)	1.8	$62M		268k	231.54	View chart
Berkshire Hathaway Inc Delcl B Equities (BRK.B)	1.7	$58M		115k	502.74	View chart
Brookfield Ord Shs Class A Equities (BN)	1.5	$54M		789k	68.58	View chart
Nvidia Corp Equities (NVDA)	1.4	$51M	+5%	271k	186.58	View chart
Accenture Equities (ACN)	1.4	$50M	-7%	204k	246.60	View chart
Mastercard Equities (MA)	1.4	$49M		86k	568.81	View chart
Costco Whsl Corp Equities (COST)	1.3	$47M	+4%	51k	925.63	View chart
Alphabet Inc Cl A Equities (GOOGL)	1.3	$47M		194k	243.10	View chart
Merck & Co Inc Newcom Equities (MRK)	1.2	$44M		520k	83.93	View chart
Vanguard Dividend Appreciation Mutual Funds (VIG)	1.1	$39M		182k	215.79	View chart
General Dynamics Equities (GD)	1.0	$37M		108k	341.00	View chart
Broadcom Equities (AVGO)	1.0	$34M	+6%	103k	329.91	View chart
Ibm Corp. Equities (IBM)	1.0	$34M		119k	282.16	View chart
Cbre Group Equities (CBRE)	0.9	$33M		210k	157.56	View chart
Enbridge Equities (ENB)	0.9	$33M		652k	50.46	View chart
Meta Platforms Inc. Cl A Equities (META)	0.9	$31M	+6%	42k	734.38	View chart
Salesforce.com Equities (CRM)	0.8	$29M	-2%	124k	237.00	View chart
Mckesson Corp Equities (MCK)	0.8	$29M		37k	772.54	View chart
Procter & Gamble Equities (PG)	0.8	$28M		184k	153.65	View chart
Advanced Micro Dev Equities (AMD)	0.8	$28M		170k	161.79	View chart
Chevron Corp Equities (CVX)	0.8	$27M		172k	155.29	View chart
Cummins Equities (CMI)	0.7	$26M	-2%	62k	422.37	View chart
Vanguard Intermediate Term Corp Mutual Funds (VCIT)	0.7	$25M	+48%	301k	84.11	View chart
Honeywell Intl Equities (HON)	0.7	$25M		119k	210.50	View chart
Tjx Cos Equities (TJX)	0.7	$25M	+3%	173k	144.54	View chart
Corning Equities (GLW)	0.7	$24M	-2%	297k	82.03	View chart
Disney Walt Equities (DIS)	0.7	$24M		211k	114.50	View chart
Lilly Eli & Co. Equities (LLY)	0.7	$23M	+9%	30k	763.00	View chart
Ishares Core Us Aggregate Bond Mutual Funds (AGG)	0.6	$23M	+30%	226k	100.25	View chart
Asml Holding Nv Equities (ASML)	0.6	$23M		23k	968.09	View chart
Pepsico Equities (PEP)	0.6	$22M	-2%	153k	140.44	View chart
Spdr Port S&p 500 Growth Mutual Funds (SPYG)	0.6	$21M	-7%	202k	104.51	View chart
Amgen Equities (AMGN)	0.6	$21M		74k	282.20	View chart
Rtx Corporation Equities (RTX)	0.6	$20M		121k	167.33	View chart
Stryker Corp Equities (SYK)	0.6	$20M	+4%	55k	369.67	View chart
Starbucks Corp Equities (SBUX)	0.6	$20M	-3%	238k	84.60	View chart
Intuit Equities (INTU)	0.6	$20M		29k	682.91	View chart
Nextera Energy Inccom Equities (NEE)	0.6	$20M		261k	75.49	View chart
Paychex Equities (PAYX)	0.6	$20M		155k	126.76	View chart
Southern Equities (SO)	0.6	$20M		206k	94.77	View chart
Wal-mart Stores Equities (WMT)	0.5	$19M		184k	103.06	View chart
Abbott Laboratories Equities (ABT)	0.5	$19M		141k	133.94	View chart
Spdr S&p 500 Etf Mutual Funds (SPY)	0.5	$18M	+2%	27k	666.18	View chart
Caterpillar Equities (CAT)	0.5	$18M		38k	477.15	View chart
Tesla Motors Equities (TSLA)	0.5	$18M		40k	444.72	View chart
Unitedhealth Grp Equities (UNH)	0.5	$18M	-8%	52k	345.30	View chart
O Reilly Automotive Equities (ORLY)	0.5	$17M		161k	107.81	View chart
D B A Chubb Equities (CB)	0.5	$17M		61k	282.25	View chart
Ishares Floating Rate Bond Etf Mutual Funds (FLOT)	0.5	$17M	-16%	333k	51.08	View chart
Fastenal Equities (FAST)	0.5	$17M		341k	49.04	View chart
Goldman Sachs Group Equities (GS)	0.5	$17M	+6%	21k	796.35	View chart
Emerson Electric Equities (EMR)	0.5	$17M	-4%	126k	131.18	View chart
Exxon Mobil Corp Equities (XOM)	0.5	$17M	-3%	146k	112.75	View chart
American Express Equities (AXP)	0.5	$16M	-2%	49k	332.16	View chart
Check Point Software Tech Equities (CHKP)	0.5	$16M		78k	206.91	View chart
Autozone Equities (AZO)	0.4	$15M		3.5k	4290.24	View chart
Booking Holdings Equities (BKNG)	0.4	$14M	-2%	2.6k	5399.27	View chart
Uber Technologies Equities (UBER)	0.4	$14M	+3%	140k	97.97	View chart
Adobe Sys Equities (ADBE)	0.4	$14M	-2%	38k	352.75	View chart
Public Svc Enterprise Group Equities (PEG)	0.4	$13M		156k	83.46	View chart
Marathon Petroleum Corporation Equities (MPC)	0.4	$13M		67k	192.74	View chart
Qualcomm Equities (QCOM)	0.3	$12M	+4%	73k	166.36	View chart
Bank Of America Corp Equities (BAC)	0.3	$12M		231k	51.59	View chart
Illinois Tool Works Equities (ITW)	0.3	$12M		45k	260.76	View chart
General Elec Equities (GE)	0.3	$12M	+7%	38k	300.82	View chart
T Mobile Us Equities (TMUS)	0.3	$11M		47k	239.38	View chart
Ishares Tr Sp Us P Mutual Funds (PFF)	0.3	$11M		344k	31.62	View chart
Amphenol Corp Equities (APH)	0.3	$11M		87k	123.75	View chart
Spdr Gold Trgold Mutual Funds (GLD)	0.3	$11M	+9%	30k	355.47	View chart
Vanguard Short Term Corporate B Mutual Funds (VCSH)	0.3	$10M	+14%	126k	79.93	View chart
Servicenow Equities (NOW)	0.3	$9.8M		11k	920.28	View chart
Parker Hannifin Corp Equities (PH)	0.3	$9.6M		13k	758.15	View chart
Fortinet Equities (FTNT)	0.3	$9.4M	-3%	112k	84.08	View chart
Duke Energy Corp Equities (DUK)	0.3	$9.3M		75k	123.75	View chart
Lockheed Martin Corp Equities (LMT)	0.3	$9.2M	+23%	18k	499.21	View chart
Taiwan Semiconductor Equities (TSM)	0.3	$9.1M	+3%	33k	279.29	View chart
Verizon Comm Equities (VZ)	0.3	$9.1M		208k	43.95	View chart
Lowes Companies Equities (LOW)	0.2	$8.7M	+2%	35k	251.31	View chart
Marsh & Mclennan Equities (MMC)	0.2	$8.7M		43k	201.53	View chart
Vanguard S P 500 Index Fund Etf Mutual Funds (VOO)	0.2	$8.7M		14k	612.38	View chart
Ishares Core Msci Emerging Mark Mutual Funds (IEMG)	0.2	$8.6M	+20%	130k	65.92	View chart
Vanguard Small-cap Etf Mutual Funds (VB)	0.2	$8.5M	-3%	33k	254.28	View chart
Ishares Core Msci Eafe Mutual Funds (IEFA)	0.2	$8.5M	+21%	97k	87.31	View chart
Ishares S&p Small Cap 600 Mutual Funds (IJR)	0.2	$8.2M	+24%	69k	118.83	View chart
Mcdonalds Corp Equities (MCD)	0.2	$7.8M		26k	303.89	View chart
Vanguard Total Stock Mkt Etf Mutual Funds (VTI)	0.2	$7.7M		24k	328.17	View chart
Cigna Corporation Equities (CI)	0.2	$7.6M		26k	288.25	View chart
Target Corp. Equities (TGT)	0.2	$7.5M	-4%	83k	89.70	View chart
Dfa International Core Equity M Mutual Funds (DFAI)	0.2	$7.4M	+14%	204k	36.35	View chart
Micron Technology Equities (MU)	0.2	$7.2M	+8%	43k	167.32	View chart
Vanguard Msci Eafe Etf Mutual Funds (VEA)	0.2	$7.1M	+26%	118k	59.92	View chart
Progressive Corp Oh Equities (PGR)	0.2	$7.1M	+9%	29k	246.95	View chart
Nike Equities (NKE)	0.2	$7.0M		100k	69.73	View chart
Cisco Systems Equities (CSCO)	0.2	$6.9M		100k	68.42	View chart
Keurig Dr Pepper Equities (KDP)	0.2	$6.8M	-7%	268k	25.51	View chart
Autodesk Equities (ADSK)	0.2	$6.8M	-13%	22k	317.67	View chart
Mondelez International Equities (MDLZ)	0.2	$6.8M	-13%	109k	62.47	View chart
Paypal Holdings Equities (PYPL)	0.2	$6.7M	-2%	100k	67.06	View chart
Ishares S&p Midcap 400 Mutual Funds (IJH)	0.2	$6.5M	+121%	100k	65.26	View chart
Coca Cola Equities (KO)	0.2	$6.4M	+11%	97k	66.32	View chart
Vanguard Tax-exempt Bond Index Mutual Funds (VTEB)	0.2	$6.0M	+48%	120k	50.07	View chart
Blackstone Group Ord Shs Class Equities (BX)	0.2	$5.9M	+6%	34k	170.85	View chart
United Parcel Svc Equities (UPS)	0.2	$5.8M	-12%	70k	83.53	View chart
Ishares Russell 1000 Mutual Funds (IWB)	0.2	$5.6M		15k	365.48	View chart
M&t Bank Corp Equities (MTB)	0.2	$5.5M	-6%	28k	197.62	View chart
Medtronic Equities (MDT)	0.2	$5.4M	-13%	57k	95.24	View chart
Netflix Equities (NFLX)	0.2	$5.3M	+31%	4.5k	1198.92	View chart
Sap Aktiengesell Equities (SAP)	0.1	$5.2M	+9%	20k	267.21	View chart
Northrop Grumman Equities (NOC)	0.1	$5.1M		8.4k	609.32	View chart
Brookfield Asset Management Vot Equities (BAM)	0.1	$5.0M		88k	56.94	View chart
Intercontinental Exchange Equities (ICE)	0.1	$5.0M		30k	168.48	View chart
Markel Corp Equities (MKL)	0.1	$5.0M	-2%	2.6k	1911.36	View chart
Capital One Finl Equities (COF)	0.1	$4.7M	+5%	22k	212.58	View chart
Cme Group Equities (CME)	0.1	$4.6M		17k	270.19	View chart
Palo Alto Networks Equities (PANW)	0.1	$4.4M	-2%	22k	203.62	View chart
Automatic Data Pro Equities (ADP)	0.1	$4.4M	-3%	15k	293.50	View chart
Select Sector Spdr - Materials Equities (XLB)	0.1	$4.4M	+6%	50k	89.62	View chart
Comcast Corp New A Equities (CMCSA)	0.1	$4.4M	-27%	141k	31.42	View chart
Freeport Mcmoran Copper & Gold Equities (FCX)	0.1	$4.2M	+202%	107k	39.22	View chart
Tractor Supply Company Equities (TSCO)	0.1	$4.2M	-2%	74k	56.87	View chart
Vanguard Value Etf Mutual Funds (VTV)	0.1	$4.2M	+93%	22k	186.49	View chart
Ishares S&p 500 Mutual Funds (IVV)	0.1	$4.2M	+10%	6.2k	669.30	View chart
Mccormick & Co. Equities (MKC)	0.1	$4.1M		62k	66.91	View chart
Boeing Company Equities (BA)	0.1	$4.1M		19k	215.83	View chart
Ishares S&p 500 Barra Value Mutual Funds (IVE)	0.1	$4.0M	+10%	19k	206.51	View chart
Invesco Qqq Trust Series 1 Mutual Funds (QQQ)	0.1	$4.0M	+2%	6.6k	600.37	View chart
Colgate-palmolive Equities (CL)	0.1	$3.9M		49k	79.94	View chart
Pnc Financial Services Group In Equities (PNC)	0.1	$3.9M	+4%	19k	200.93	View chart
Philip Morris Intl Equities (PM)	0.1	$3.9M		24k	162.20	View chart
Quanta Services Equities (PWR)	0.1	$3.8M	+10%	9.2k	414.40	View chart
Cboe Holdings Equities (CBOE)	0.1	$3.8M	-2%	15k	245.26	View chart
Palantir Technologies Equities (PLTR)	0.1	$3.6M	+115%	20k	182.43	View chart
Brookfield Infrast Partners Equities (BIP)	0.1	$3.5M		106k	32.89	View chart
Ulta Beauty Equities (ULTA)	0.1	$3.3M		6.0k	546.75	View chart
Conocophillips Equities (COP)	0.1	$3.2M	-4%	34k	94.59	View chart
At&t Equities (T)	0.1	$3.2M		112k	28.24	View chart
Dimensional U S Small Cap Etf Mutual Funds (DFAS)	0.1	$3.2M	+9%	46k	68.46	View chart
Constellation Energy Corp Equities (CEG)	0.1	$3.2M	+10%	9.6k	329.07	View chart
Danaher Corp Equities (DHR)	0.1	$3.1M		16k	198.26	View chart
United Rentals Equities (URI)	0.1	$3.1M	+6%	3.3k	954.66	View chart
Mercadolibre Equities (MELI)	0.1	$3.0M		1.3k	2337.00	View chart
Shell Equities (SHEL)	0.1	$3.0M	+2%	42k	71.53	View chart
Intel Corp Equities (INTC)	0.1	$2.9M	-33%	88k	33.55	View chart
Altria Group Equities (MO)	0.1	$2.9M	+4%	44k	66.06	View chart
Schlumberger Equities (SLB)	0.1	$2.9M	-5%	83k	34.37	View chart
Fedex Corporation Equities (FDX)	0.1	$2.8M	-7%	12k	235.81	View chart
Deere & Co Equities (DE)	0.1	$2.7M		6.0k	457.26	View chart
Regeneron Pharmaceuticals Equities (REGN)	0.1	$2.7M		4.8k	562.27	View chart
Kkr Co Inc A Equities (KKR)	0.1	$2.7M	+16%	21k	129.95	View chart
Norfolk Southern Equities (NSC)	0.1	$2.7M		8.9k	300.51	View chart
S P Global Equities (SPGI)	0.1	$2.6M	-8%	5.3k	486.71	View chart
Realty Income Corp Equities (O)	0.1	$2.5M		41k	60.79	View chart
Charles Schwab Corp Equities (SCHW)	0.1	$2.5M	+136%	26k	95.47	View chart
Unilever Plc Amer Sh Equities (UL)	0.1	$2.4M		41k	59.28	View chart
Ishares Russell 1000 Growth Mutual Funds (IWF)	0.1	$2.4M		5.1k	468.41	View chart
Eaton Corp Equities (ETN)	0.1	$2.4M	+6%	6.3k	374.25	View chart
Williams Equities (WMB)	0.1	$2.3M	+3%	37k	63.35	View chart
Morgan Stanley Equities (MS)	0.1	$2.2M		14k	158.96	View chart
Dow Equities (DOW)	0.1	$2.2M	-21%	96k	22.93	View chart
Texas Instruments Equities (TXN)	0.1	$2.2M	+5%	12k	183.73	View chart
Constellation Brands Equities (STZ)	0.1	$2.2M	-33%	16k	134.67	View chart
Equifax Equities (EFX)	0.1	$2.2M		8.5k	256.53	View chart
Ishares Msci Eafe Mutual Funds (EFA)	0.1	$2.1M	+6%	23k	93.37	View chart
Ishares Russell 1000 Value Mutual Funds (IWD)	0.1	$2.1M		10k	203.59	View chart
Sysco Corp Equities (SYY)	0.1	$2.1M		25k	82.34	View chart
Wells Fargo & Co Equities (WFC)	0.1	$2.0M	+8%	24k	83.82	View chart
Welltower Equities (WELL)	0.1	$2.0M	+20%	11k	178.14	View chart
Vanguard Mid-cap Etf Mutual Funds (VO)	0.1	$2.0M	+22%	6.7k	293.74	View chart
Gilead Sciences Equities (GILD)	0.1	$2.0M		18k	111.00	View chart
Kimberly-clark Equities (KMB)	0.1	$1.9M		15k	124.34	View chart
Waste Management Equities (WM)	0.1	$1.9M	+10%	8.4k	220.83	View chart
Bp Amoco Equities (BP)	0.1	$1.9M	-2%	54k	34.46	View chart
Citigroup Equities (C)	0.1	$1.8M	+18%	18k	101.50	View chart
Novo-nordisk A/s Equities (NVO)	0.1	$1.8M		32k	55.49	View chart
Applied Materials Equities (AMAT)	0.1	$1.8M		8.8k	204.74	View chart
Kraft Heinz Equities (KHC)	0.1	$1.8M	-3%	69k	26.04	View chart
Bank New York Mellon Corpcom Equities (BK)	0.0	$1.7M	+5%	16k	108.96	View chart
Pfizer Equities (PFE)	0.0	$1.7M		68k	25.48	View chart
Digital Realty Trust Equities (DLR)	0.0	$1.7M	+2%	9.8k	172.88	View chart
Live Nation Equities (LYV)	0.0	$1.7M	+2%	10k	163.40	View chart
Bristol Myers Squibb Equities (BMY)	0.0	$1.7M	+37%	37k	45.10	View chart
Raymond James Finl Equities (RJF)	0.0	$1.7M		9.6k	172.58	View chart
Cvs Health Corporation Equities (CVS)	0.0	$1.6M	-12%	22k	75.39	View chart
Csx Corp Equities (CSX)	0.0	$1.6M		44k	35.51	View chart
Xcel Energy Equities (XEL)	0.0	$1.5M	-2%	19k	80.65	View chart
Omnicom Group Equities (OMC)	0.0	$1.5M	-8%	19k	81.53	View chart
Berkshire Hathaway Equities (BRK.A)	0.0	$1.5M		2.00	754200.00	View chart
Spdr S&p Dividend Mutual Funds (SDY)	0.0	$1.5M		11k	140.05	View chart
Dimensional U S Core Equity 2 E Mutual Funds (DFAC)	0.0	$1.5M		39k	38.57	View chart
Astrazeneca Equities (AZN)	0.0	$1.5M	+4%	19k	76.72	View chart
Factset Resh Sys Equities (FDS)	0.0	$1.5M	-3%	5.1k	286.49	View chart
Intuitive Surgical Equities (ISRG)	0.0	$1.5M	+51%	3.3k	447.23	View chart
Aflac Incorporated Equities (AFL)	0.0	$1.5M	+5%	13k	111.70	View chart
Ishares High Yield Corp Bnd Mutual Funds (HYG)	0.0	$1.4M		18k	81.19	View chart
Union Pacific Corp Equities (UNP)	0.0	$1.4M	+5%	6.1k	236.37	View chart
Ishares Gold Trust Etf Mutual Funds (IAU)	0.0	$1.4M		20k	72.77	View chart
Novartis Equities (NVS)	0.0	$1.4M	-3%	11k	128.24	View chart
Carrier Global Corporation Equities (CARR)	0.0	$1.4M		24k	59.70	View chart
Dominion Res Inc Va Equities (D)	0.0	$1.4M	+4%	23k	61.17	View chart
Ishares Russell 2000 Mutual Funds (IWM)	0.0	$1.3M		5.6k	241.96	View chart
Ishares S&p 500 Barra Growth Mutual Funds (IVW)	0.0	$1.3M	+2%	11k	120.72	View chart
Doordash Inc Cl A Equities (DASH)	0.0	$1.3M	+63%	4.8k	272.00	View chart
Becton, Dickinson Equities (BDX)	0.0	$1.2M	+2%	6.7k	187.17	View chart
Kroger Company Equities (KR)	0.0	$1.2M	+50%	18k	67.41	View chart
Phillips 66 Equities (PSX)	0.0	$1.2M	+3%	8.8k	136.02	View chart
Genuine Parts Equities (GPC)	0.0	$1.2M		8.6k	138.60	View chart
Vanguard Ultra-short Bond Etf Mutual Funds (VUSB)	0.0	$1.2M	+31%	24k	49.99	View chart
Boston Scientific Equities (BSX)	0.0	$1.2M	+17%	12k	97.63	View chart
Spdr S&p Midcap 400 Etf Tr Mutual Funds (MDY)	0.0	$1.2M	-8%	2.0k	596.03	View chart
Dupont De Nemours Equities (DD)	0.0	$1.1M	-3%	15k	77.90	View chart
Workday Equities (WDAY)	0.0	$1.1M	+89%	4.7k	240.73	View chart
Ameriprise Financial Equities (AMP)	0.0	$1.1M		2.2k	491.25	View chart
Allstate Corp Equities (ALL)	0.0	$1.0M		4.8k	214.65	View chart
Ventas Equities (VTR)	0.0	$1.0M		15k	69.99	View chart
Spdr Dj Industrial Average Etf Mutual Funds (DIA)	0.0	$1.0M		2.2k	463.00	View chart
Vanguard Sf Reit Etf Mutual Funds (VNQ)	0.0	$1.0M	-9%	11k	91.42	View chart
Alibaba Group Holding Equities (BABA)	0.0	$1.0M	-44%	5.6k	178.73	View chart
Air Prods & Chems Equities (APD)	0.0	$1.0M		3.7k	272.72	View chart
Invesco Preferred Etf Mutual Funds (PGX)	0.0	$999k	-15%	86k	11.60	View chart
Occidental Petroleum Equities (OXY)	0.0	$985k	+3%	21k	47.25	View chart
Chipotle Mexican Grill Equities (CMG)	0.0	$961k	-3%	25k	39.19	View chart
Valero Energy Equities (VLO)	0.0	$954k		5.6k	170.26	View chart
American Wtr Wks Equities (AWK)	0.0	$940k	+3%	6.8k	139.19	View chart
Cadence Design Sys Equities (CDNS)	0.0	$922k		2.6k	351.26	View chart
Otis Worldwide Corp Equities (OTIS)	0.0	$920k		10k	91.43	View chart
Energy Select Sector Spdr Mutual Funds (XLE)	0.0	$911k		10k	89.34	View chart
Spdr Barclays Issuer Scored Cor Mutual Funds (SPBO)	0.0	$889k		30k	29.63	View chart
Schwab Us Dividend Equity Etf Mutual Funds (SCHD)	0.0	$885k	+7%	32k	27.30	View chart
Corteva Equities (CTVA)	0.0	$850k		13k	67.63	View chart
Snowflake Inc Cl A Equities (SNOW)	0.0	$843k	-25%	3.7k	225.55	View chart
General Mills Equities (GIS)	0.0	$828k	-7%	16k	50.42	View chart
3m Corporation Equities (MMM)	0.0	$822k	+2%	5.3k	155.18	View chart
Thermo Fisher Scientific Equities (TMO)	0.0	$804k	+2%	1.7k	485.02	View chart
Fiserv Equities (FI)	0.0	$795k		6.2k	128.93	View chart
Gallagher Arthur J & Co Equities (AJG)	0.0	$774k		2.5k	309.74	View chart
Ecolab Equities (ECL)	0.0	$770k		2.8k	273.86	View chart
Idexx Labs Equities (IDXX)	0.0	$762k	+14%	1.2k	638.89	View chart
Ishares Tr Mutual Funds (USHY)	0.0	$761k	NEW	20k	37.78	View chart
Cintas Corp Equities (CTAS)	0.0	$760k		3.7k	205.26	View chart
Quest Diagnostics Equities (DGX)	0.0	$757k	+80%	4.0k	190.57	View chart
Ishares Core S&p Total Us Mutual Funds (ITOT)	0.0	$718k		4.9k	145.65	View chart
Vanguard Ftse Emerging Markets Mutual Funds (VWO)	0.0	$718k	+2%	13k	54.18	View chart
Lululemon Athletica Equities (LULU)	0.0	$717k	NEW	4.0k	177.93	View chart
Prologis Equities (PLD)	0.0	$708k	+21%	6.2k	114.52	View chart
Vanguard Information Technolog Mutual Funds (VGT)	0.0	$703k	+32%	941.00	746.63	View chart
Rio Tinto Equities (RIO)	0.0	$694k	-9%	11k	66.01	View chart
Diamondback Energy Equities (FANG)	0.0	$691k	+2%	4.8k	143.10	View chart
Us Bancorp Equities (USB)	0.0	$675k	+4%	14k	48.33	View chart
Edwards Lifesciences Equities (EW)	0.0	$675k	+19%	8.7k	77.77	View chart
Howmet Aerospace Equities (HWM)	0.0	$652k	+80%	3.3k	196.23	View chart
Globalfoundries Inc Ordinary Sh Equities (GFS)	0.0	$652k	-2%	18k	35.84	View chart
Kemper Corp Equities (KMPR)	0.0	$650k		13k	51.55	View chart
Ishares Dj Select Dividend Mutual Funds (DVY)	0.0	$646k		4.5k	142.10	View chart
Diageo Equities (DEO)	0.0	$640k	-20%	6.7k	95.43	View chart
First Trust Vi First Tr Nasdaq Equities (TDIV)	0.0	$634k		6.4k	98.59	View chart
Ishares Russell Mid Cap Mutual Funds (IWR)	0.0	$630k		6.5k	96.55	View chart
Exelon Corp Equities (EXC)	0.0	$630k		14k	45.01	View chart
American Elec Pwr Equities (AEP)	0.0	$624k	-6%	5.6k	112.50	View chart
The Travelers Companies Equities (TRV)	0.0	$603k		2.2k	279.22	View chart
Cencora Equities (COR)	0.0	$598k		1.9k	312.53	View chart
Ford Motor Equities (F)	0.0	$597k		50k	11.96	View chart
L3harris Technologies Ord Equities (LHX)	0.0	$586k	+39%	1.9k	305.41	View chart
Agnico-eagle Mines Equities (AEM)	0.0	$578k		3.4k	168.56	View chart
Umb Financial Corporation Equities (UMBF)	0.0	$576k		4.9k	118.35	View chart
Wisdomtree Us Ttl Div Fd Etf Mutual Funds (DTD)	0.0	$575k		6.9k	84.00	View chart
Vanguard Ftse All World Etf Mutual Funds (VEU)	0.0	$572k	+14%	8.0k	71.37	View chart
Ge Healthcare Technologies Equities (GEHC)	0.0	$564k	+3%	7.5k	75.10	View chart
Yum Brands Equities (YUM)	0.0	$562k		3.7k	152.00	View chart
Gatx Corp Equities (GATX)	0.0	$559k		3.2k	174.80	View chart
Investco Exchange Traded Fd Tr Mutual Funds (PFM)	0.0	$551k		11k	50.74	View chart
Financial Sel Spdr Mutual Funds (XLF)	0.0	$548k		10k	53.87	View chart
Sempra Energy Equities (SRE)	0.0	$545k		6.1k	89.98	View chart
Kenvue Equities (KVUE)	0.0	$535k	-3%	33k	16.23	View chart
Vanguard Esg Us Stock Etf Mutual Funds (ESGV)	0.0	$527k	-5%	4.5k	118.44	View chart
Match Group Equities (MTCH)	0.0	$526k		15k	35.32	View chart
Analog Devices Equities (ADI)	0.0	$524k		2.1k	245.70	View chart
Ishares S&p 100 Mutual Funds (OEF)	0.0	$520k		1.6k	332.84	View chart
GSK Equities (GSK)	0.0	$518k	-4%	12k	43.16	View chart
Ares Cap Corp Equities (ARCC)	0.0	$516k	+110%	25k	20.41	View chart
Trane Technologies Equities (TT)	0.0	$516k	+15%	1.2k	421.96	View chart
Ross Stores Equities (ROST)	0.0	$509k		3.3k	152.39	View chart
Masco Corporation Equities (MAS)	0.0	$496k		7.0k	70.39	View chart
Iqvia Holdings Equities (IQV)	0.0	$493k	-3%	2.6k	189.94	View chart
Energy Transfer Eq Equities (ET)	0.0	$492k	+53%	29k	17.16	View chart
HP Equities (HPQ)	0.0	$481k		18k	27.23	View chart
Wec Energy Group Equities (WEC)	0.0	$475k		4.1k	114.59	View chart
Metlife Equities (MET)	0.0	$468k		5.7k	82.37	View chart
Linde Equities (LIN)	0.0	$464k		976.00	475.00	View chart
Streettracks Dj Wilshire Reit E Mutual Funds (RWR)	0.0	$462k		4.6k	100.29	View chart
Banco Santander Equities (SAN)	0.0	$461k		44k	10.48	View chart
Technology Select Spdr Mutual Funds (XLK)	0.0	$461k		1.6k	281.86	View chart
Select Sector Spdr-consumer Sta Equities (XLP)	0.0	$456k		5.8k	78.37	View chart
Humana Equities (HUM)	0.0	$455k		1.7k	260.17	View chart
Schwab Us Large Cap Growth Mutual Funds (SCHG)	0.0	$454k		14k	31.91	View chart
Stanley Black & Decker Equities (SWK)	0.0	$452k	-14%	6.1k	74.33	View chart
Adc Therapeutics Sa Equities (ADCT)	0.0	$452k		113k	4.00	View chart
Ishares Russell Midcap Growth F Mutual Funds (IWP)	0.0	$442k		3.1k	142.41	View chart
Hexcel Corp Equities (HXL)	0.0	$439k		7.0k	62.70	View chart
Crown Holdings Equities (CCK)	0.0	$435k		4.5k	96.59	View chart
Wisdomtree Lc Dvdnd Mutual Funds (DLN)	0.0	$434k		5.0k	87.03	View chart
American Tower Corp Equities (AMT)	0.0	$433k		2.3k	192.32	View chart
Ishares Barclays Int Mutual Funds (IGIB)	0.0	$433k	+5%	8.0k	54.09	View chart
Enterprise Products Partners Equities (EPD)	0.0	$428k		14k	31.27	View chart
Oneok Equities (OKE)	0.0	$427k	-14%	5.9k	72.99	View chart
D R Horton Equities (DHI)	0.0	$425k	-52%	2.5k	169.47	View chart
Dfa T.a.world Ex U.s. Core Equi Mutual Funds (DFAX)	0.0	$423k		14k	31.38	View chart
Vanguard Short-term Gov Etf Mutual Funds (VGSH)	0.0	$418k	+32%	7.1k	58.85	View chart
Hartford Finl Svcs Equities (HIG)	0.0	$417k		3.1k	133.39	View chart
Willis Towers Watson Public Equities (WTW)	0.0	$415k		1.2k	345.45	View chart
Ptc Therapeutics Equities (PTCT)	0.0	$411k		6.7k	61.37	View chart
Marriott Intl Equities (MAR)	0.0	$403k		1.5k	260.44	View chart
Vanguard Sm-cap Etf Mutual Funds (VBK)	0.0	$403k		1.4k	297.62	View chart
Coinbase Global Ord Shs Class A Equities (COIN)	0.0	$399k	NEW	1.2k	337.49	View chart
Prudential Financial Equities (PRU)	0.0	$394k		3.8k	103.74	View chart
Fifth Third Bancorp Equities (FITB)	0.0	$391k		8.8k	44.55	View chart
Elevance Health Ord Equities (ELV)	0.0	$383k		1.2k	323.12	View chart
Cabot Corp Equities (CBT)	0.0	$380k		5.0k	76.05	View chart
Newmont Mining Corp Equities (NEM)	0.0	$379k		4.5k	84.31	View chart
Akamai Technologies Equities (AKAM)	0.0	$378k	-59%	5.0k	75.76	View chart
Crowdstrike Holdings Inc A Equities (CRWD)	0.0	$378k	+7%	770.00	490.38	View chart
Church & Dwight Equities (CHD)	0.0	$377k		4.3k	87.63	View chart
Alerian Mlp Etf Mutual Funds (AMLP)	0.0	$375k		8.0k	46.93	View chart
Monolithic Power Systems Equities (MPWR)	0.0	$367k		399.00	920.64	View chart
Global X Robo & Ai Thematic Etf Mutual Funds (BOTZ)	0.0	$363k		10k	35.43	View chart
Hsbc Holdings Equities (HSBC)	0.0	$357k		5.0k	70.98	View chart
Invesco S&p 500 Equal Weight Et Mutual Funds (RSP)	0.0	$356k		1.9k	189.70	View chart
Draftkings Equities (DKNG)	0.0	$349k	+11%	9.3k	37.40	View chart
Vanguard Ftse Europe Mutual Funds (VGK)	0.0	$346k		4.3k	79.80	View chart
Cdw Corporation Equities (CDW)	0.0	$345k	-38%	2.2k	159.28	View chart
Old Republic Intl Equities (ORI)	0.0	$341k		8.0k	42.47	View chart
Vanguard S&p 500 Growth Mutual Funds (VOOG)	0.0	$341k	+4%	782.00	435.46	View chart
Spdr Portfolio S&p 500 Value Et Mutual Funds (SPYV)	0.0	$335k		6.0k	55.33	View chart
Ishares Russell Midcap Value Mutual Funds (IWS)	0.0	$334k		2.4k	139.67	View chart
Consol Edison Of Ny Equities (ED)	0.0	$333k		3.3k	100.52	View chart
Fidelity Natl Information Svcs Equities (FIS)	0.0	$330k	-50%	5.0k	65.94	View chart
Jones Lang Lasalle Equities (JLL)	0.0	$325k	-15%	1.1k	298.28	View chart
Fortune Brands Home & Security, Equities (FBIN)	0.0	$319k		6.0k	53.39	View chart
Microchip Tech Equities (MCHP)	0.0	$314k	+3%	4.9k	64.22	View chart
Royal Bank Of Canada Equities (RY)	0.0	$314k		2.1k	147.32	View chart
Canadian Natl Rr Equities (CNI)	0.0	$310k		3.3k	94.30	View chart
Broadstone Net Lease Equities (BNL)	0.0	$309k		17k	17.87	View chart
Airbnb Inc Cl A Equities (ABNB)	0.0	$304k	NEW	2.5k	121.42	View chart
Jabil Circuit Equities (JBL)	0.0	$301k	NEW	1.4k	217.17	View chart
Kinder Morgan Equities (KMI)	0.0	$299k	NEW	11k	28.31	View chart
Heico Corp Equities (HEI)	0.0	$298k		923.00	322.82	View chart
Mccormick & Co Inc Cl V Equities (MKC.V)	0.0	$291k		4.4k	66.72	View chart
Invesco Kbw Bank Etf Mutual Funds (KBWB)	0.0	$291k	-27%	3.7k	78.21	View chart
Adr Toyota Motor Equities (TM)	0.0	$278k		1.5k	191.09	View chart
Hershey Foods Corp Equities (HSY)	0.0	$273k		1.5k	187.05	View chart
Manulife Finl Corp Equities (MFC)	0.0	$273k		8.8k	31.15	View chart
Ishares Barclays 1-3 Yr Cd Bd F Mutual Funds (IGSB)	0.0	$265k		5.0k	53.03	View chart
Schwab Us Broad Market Mutual Funds (SCHB)	0.0	$263k		10k	25.71	View chart
Blackstone Secured Lending Ord Equities (BXSL)	0.0	$261k		10k	26.07	View chart
Ishares Silver Trust Mutual Funds (SLV)	0.0	$260k	NEW	6.1k	42.37	View chart
Invesco Water Resources Etf Tru Mutual Funds (PHO)	0.0	$260k		3.6k	72.11	View chart
Tyson Foods Inc Cl A Equities (TSN)	0.0	$259k	+21%	4.8k	54.30	View chart
Broadridge Financial Solutions Equities (BR)	0.0	$259k		1.1k	238.17	View chart
Ishares Russell 2000 Growth Mutual Funds (IWO)	0.0	$257k	-10%	804.00	320.04	View chart
Veralto Ord Equities (VLTO)	0.0	$256k	-4%	2.4k	106.61	View chart
Ishares Russell 3000 Mutual Funds (IWV)	0.0	$256k		675.00	378.94	View chart
Darden Restaurants Equities (DRI)	0.0	$256k		1.3k	190.36	View chart
Sherwin Williams Equities (SHW)	0.0	$255k		735.00	346.26	View chart
Vanguard International High Etf Mutual Funds (VYMI)	0.0	$254k		3.0k	84.68	View chart
Eog Res Equities (EOG)	0.0	$252k	+2%	2.2k	112.12	View chart
Grainger W W Equities (GWW)	0.0	$243k		255.00	952.96	View chart
Jacobs Solutions Equities (J)	0.0	$243k	-16%	1.6k	149.86	View chart
Republic Services Equities (RSG)	0.0	$241k	+5%	1.1k	229.48	View chart
Firstenergy Corp Equities (FE)	0.0	$241k		5.3k	45.82	View chart
Ishares Iboxx $ Invmnt Grd Corp Mutual Funds (LQD)	0.0	$240k		2.2k	111.47	View chart
Vertex Pharmaceuticals Equities (VRTX)	0.0	$238k		607.00	391.64	View chart
Vanguard Mid-cap Gro Mutual Funds (VOT)	0.0	$236k	NEW	803.00	293.79	View chart
Iac Interactivecorp Equities (IAC)	0.0	$235k		6.9k	34.07	View chart
Ark Innovation Etf Mutual Funds (ARKK)	0.0	$235k	NEW	2.7k	86.30	View chart
Crown Castle International Corp Equities (CCI)	0.0	$235k		2.4k	96.49	View chart
Edison Intl Equities (EIX)	0.0	$233k	-16%	4.2k	55.28	View chart
Moodys Corp Equities (MCO)	0.0	$229k		481.00	476.48	View chart
First Trust Nasdaq Cybersecurit Mutual Funds (CIBR)	0.0	$224k	NEW	2.9k	76.01	View chart
Ishares S&p Midcap 400 Barra Va Mutual Funds (IJJ)	0.0	$223k		1.7k	129.72	View chart
Regions Finl Corp Equities (RF)	0.0	$222k	NEW	8.4k	26.37	View chart
Banco Bilbao Vizcaya Equities (BBVA)	0.0	$221k		12k	19.25	View chart
Entergy Corp. Equities (ETR)	0.0	$215k	NEW	2.3k	93.19	View chart
Packaging Cp Amer Equities (PKG)	0.0	$215k	NEW	987.00	217.93	View chart
Toronto Dominion Equities (TD)	0.0	$211k	NEW	2.6k	79.95	View chart
Motorola Solutions Equities (MSI)	0.0	$208k	NEW	454.00	457.29	View chart
Sony Corp Equities (SONY)	0.0	$207k	NEW	7.2k	28.79	View chart
Rpm International Equities (RPM)	0.0	$206k	NEW	1.8k	117.88	View chart
Hubbell Incorporated Equities (HUBB)	0.0	$204k	NEW	475.00	430.31	View chart
Ishares Dj Us Technology Mutual Funds (IYW)	0.0	$201k	NEW	1.0k	195.86	View chart
Ishares Msci Eafe Minimum Volat Mutual Funds (EFAV)	0.0	$201k	NEW	2.4k	84.83	View chart
Mitsubishi Ufj Finl - Equities (MUFG)	0.0	$186k		12k	15.94	View chart
Lloyds Tsb Group Equities (LYG)	0.0	$118k		26k	4.54	View chart
Telefonica Equities (TEF)	0.0	$71k		14k	5.08	View chart
Dexcom Inc Cv 0.250 11/15/25 Fixed Income (Principal)	0.0	$20k		20k	0.99	View chart

Past Filings by Florida Trust Wealth Management

SEC 13F filings are viewable for Florida Trust Wealth Management going back to 2023

Florida Trust Wealth Management 2025 Q3 filed Oct. 29, 2025
Florida Trust Wealth Management 2025 Q2 filed Aug. 13, 2025
Sanibel Captiva Trust Company 2025 Q1 filed April 15, 2025
Sanibel Captiva Trust Company 2024 Q4 filed Jan. 15, 2025
Sanibel Captiva Trust Company 2024 Q3 filed Oct. 8, 2024
Sanibel Captiva Trust Company 2024 Q2 filed July 22, 2024
Sanibel Captiva Trust Company 2024 Q1 filed May 21, 2024
Sanibel Captiva Trust Company 2023 Q4 filed Feb. 16, 2024

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