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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 GOOG, AAPL, MSFT, VYM, V, and represent 20.39% of Florida Trust Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VCIT (+$19M), BN (+$18M), SLV (+$11M), NFLX (+$6.5M), NOW (+$6.1M), VCSH, GLD, META, LLY, VTEB.
Started 20 new stock positions in SGOL, HLT, CASY, VST, CAH, XLV, EME, SNY, MNST, SOXX. MRNA, GM, APO, UBS, HII, BIV, SPYM, HOOD, FOXA, KLAC.
Reduced shares in these 10 stocks: GOOG (-$5.8M), ACN (-$5.1M), AAPL, UPS, GOOGL, SBUX, ADBE, FLOT, UNH, VYM.
Sold out of its positions in Dexcom, DKNG, FITB, CIBR, FI, MSI, RPM, Unilever, VRTX.
Florida Trust Wealth Management was a net buyer of stock by $60M.
Florida Trust Wealth Management has $3.6B in assets under management (AUM), dropping by 3.11%.
Central Index Key (CIK): 0001651023

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Portfolio Holdings for Florida Trust Wealth Management

Florida Trust Wealth Management holds 415 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Equities (GOOG)	5.0	$183M	-3%	583k	313.80	View chart
Apple Computer Equities (AAPL)	4.9	$176M	-2%	648k	271.86	View chart
Microsoft Corporation Equities (MSFT)	4.8	$175M		363k	483.62	View chart
Vanguard High Divdend Yield Mutual Funds (VYM)	3.1	$113M	-2%	790k	143.52	View chart
Visa Equities (V)	2.5	$91M		258k	350.71	View chart
Home Depot Equities (HD)	2.4	$86M		248k	344.10	View chart
J.p. Morgan Chase & Equities (JPM)	2.2	$81M		253k	322.23	View chart
Johnson & Johnson Equities (JNJ)	2.1	$77M		373k	206.95	View chart
Vanguard Growth Mutual Funds (VUG)	2.1	$77M		157k	487.86	View chart
Amazon.com Equities (AMZN)	2.1	$74M		322k	230.82	View chart
Abbvie Equities (ABBV)	1.7	$62M		270k	228.49	View chart
Alphabet Inc Cl A Equities (GOOGL)	1.6	$58M	-5%	184k	313.00	View chart
Berkshire Hathaway Inc Delcl B Equities (BRK.B)	1.6	$57M		114k	502.65	View chart
Brookfield Ord Shs Class A Equities (BN)	1.5	$54M	+49%	1.2M	45.89	View chart
Merck & Co Inc Newcom Equities (MRK)	1.5	$54M		511k	105.26	View chart
Nvidia Corp Equities (NVDA)	1.4	$52M		276k	186.50	View chart
Oracle Corp Equities (ORCL)	1.4	$50M		255k	194.91	View chart
Accenture Equities (ACN)	1.4	$50M	-9%	185k	268.30	View chart
Mastercard Equities (MA)	1.3	$49M		85k	570.88	View chart
Costco Whsl Corp Equities (COST)	1.2	$45M	+2%	52k	862.34	View chart
Vanguard Intermediate Term Corp Mutual Funds (VCIT)	1.2	$45M	+76%	532k	83.75	View chart
Vanguard Dividend Appreciation Mutual Funds (VIG)	1.1	$40M		180k	219.78	View chart
Broadcom Equities (AVGO)	1.0	$36M		105k	346.10	View chart
Lilly Eli & Co. Equities (LLY)	1.0	$36M	+11%	34k	1074.68	View chart
Advanced Micro Dev Equities (AMD)	1.0	$36M	-2%	167k	214.16	View chart
General Dynamics Equities (GD)	1.0	$36M		106k	336.66	View chart
Ibm Corp. Equities (IBM)	1.0	$35M		117k	296.21	View chart
Salesforce.com Equities (CRM)	0.9	$34M	+4%	129k	264.91	View chart
Cbre Group Equities (CBRE)	0.9	$33M	-2%	205k	160.79	View chart
Meta Platforms Inc. Cl A Equities (META)	0.9	$32M	+14%	48k	660.09	View chart
Enbridge Equities (ENB)	0.9	$31M		656k	47.83	View chart
Cummins Equities (CMI)	0.9	$31M	-2%	61k	510.45	View chart
Mckesson Corp Equities (MCK)	0.8	$30M		36k	820.29	View chart
Tjx Cos Equities (TJX)	0.8	$28M	+3%	180k	153.61	View chart
Chevron Corp Equities (CVX)	0.7	$27M		174k	152.41	View chart
Corning Equities (GLW)	0.7	$26M		294k	87.56	View chart
Procter & Gamble Equities (PG)	0.7	$25M	-4%	176k	143.31	View chart
Ishares Core Us Aggregate Bond Mutual Funds (AGG)	0.7	$24M	+7%	244k	99.88	View chart
Asml Holding Nv Equities (ASML)	0.7	$24M	-2%	23k	1069.86	View chart
Amgen Equities (AMGN)	0.7	$24M		72k	327.31	View chart
Honeywell Intl Equities (HON)	0.6	$23M		117k	195.09	View chart
Rtx Corporation Equities (RTX)	0.6	$22M		122k	183.40	View chart
Disney Walt Equities (DIS)	0.6	$22M	-8%	193k	113.77	View chart
Wal-mart Stores Equities (WMT)	0.6	$22M	+6%	197k	111.41	View chart
Caterpillar Equities (CAT)	0.6	$22M		38k	572.87	View chart
Pepsico Equities (PEP)	0.6	$21M	-3%	149k	143.52	View chart
Spdr Port S&p 500 Growth Mutual Funds (SPYG)	0.6	$21M		199k	106.70	View chart
Nextera Energy Inccom Equities (NEE)	0.6	$21M		263k	80.28	View chart
Exxon Mobil Corp Equities (XOM)	0.6	$21M	+18%	174k	120.34	View chart
Stryker Corp Equities (SYK)	0.6	$20M	+5%	58k	351.47	View chart
Spdr S&p 500 Etf Mutual Funds (SPY)	0.5	$20M	+5%	29k	681.93	View chart
Goldman Sachs Group Equities (GS)	0.5	$19M	+6%	22k	879.00	View chart
Intuit Equities (INTU)	0.5	$19M	-2%	28k	662.42	View chart
American Express Equities (AXP)	0.5	$19M		50k	369.95	View chart
D B A Chubb Equities (CB)	0.5	$18M	-3%	59k	312.12	View chart
Tesla Motors Equities (TSLA)	0.5	$18M		40k	449.72	View chart
Southern Equities (SO)	0.5	$18M		206k	87.20	View chart
Abbott Laboratories Equities (ABT)	0.5	$17M		139k	125.29	View chart
Starbucks Corp Equities (SBUX)	0.5	$17M	-14%	203k	84.21	View chart
Paychex Equities (PAYX)	0.5	$17M	-2%	151k	112.18	View chart
Spdr Gold Trgold Mutual Funds (GLD)	0.4	$16M	+36%	40k	396.31	View chart
Emerson Electric Equities (EMR)	0.4	$16M	-5%	119k	132.72	View chart
Micron Technology Equities (MU)	0.4	$15M	+19%	51k	285.41	View chart
O Reilly Automotive Equities (ORLY)	0.4	$15M		159k	91.21	View chart
Vanguard Short Term Corporate B Mutual Funds (VCSH)	0.4	$15M	+43%	182k	79.73	View chart
Check Point Software Tech Equities (CHKP)	0.4	$14M		77k	185.56	View chart
Unitedhealth Grp Equities (UNH)	0.4	$14M	-16%	43k	330.11	View chart
Ishares Floating Rate Bond Etf Mutual Funds (FLOT)	0.4	$14M	-17%	276k	50.86	View chart
Booking Holdings Equities (BKNG)	0.4	$14M		2.6k	5355.33	View chart
Fastenal Equities (FAST)	0.4	$14M		342k	40.13	View chart
Bank Of America Corp Equities (BAC)	0.4	$13M		231k	55.00	View chart
General Elec Equities (GE)	0.3	$13M	+6%	41k	308.03	View chart
Public Svc Enterprise Group Equities (PEG)	0.3	$12M		154k	80.30	View chart
Amphenol Corp Equities (APH)	0.3	$12M	+2%	89k	135.14	View chart
Qualcomm Equities (QCOM)	0.3	$12M	-2%	71k	171.05	View chart
Uber Technologies Equities (UBER)	0.3	$12M	+2%	144k	81.71	View chart
Autozone Equities (AZO)	0.3	$12M		3.4k	3391.50	View chart
Parker Hannifin Corp Equities (PH)	0.3	$11M		13k	878.96	View chart
Ishares Silver Trust Mutual Funds (SLV)	0.3	$11M	+2689%	171k	64.42	View chart
Taiwan Semiconductor Equities (TSM)	0.3	$11M	+9%	36k	303.89	View chart
Ishares Tr Sp Us P Mutual Funds (PFF)	0.3	$11M		351k	30.96	View chart
Marathon Petroleum Corporation Equities (MPC)	0.3	$11M		66k	162.63	View chart
Illinois Tool Works Equities (ITW)	0.3	$11M	-2%	44k	246.30	View chart
Lockheed Martin Corp Equities (LMT)	0.3	$11M	+19%	22k	483.67	View chart
Adobe Sys Equities (ADBE)	0.3	$10M	-22%	30k	349.99	View chart
Vanguard Tax-exempt Bond Index Mutual Funds (VTEB)	0.3	$9.7M	+61%	194k	50.29	View chart
T Mobile Us Equities (TMUS)	0.3	$9.1M	-4%	45k	203.04	View chart
Vanguard S P 500 Index Fund Etf Mutual Funds (VOO)	0.2	$9.0M		14k	627.13	View chart
Freeport Mcmoran Copper & Gold Equities (FCX)	0.2	$9.0M	+65%	178k	50.79	View chart
Duke Energy Corp Equities (DUK)	0.2	$9.0M	+2%	77k	117.21	View chart
Lowes Companies Equities (LOW)	0.2	$8.8M	+5%	37k	241.16	View chart
Dfa International Core Equity M Mutual Funds (DFAI)	0.2	$8.7M	+12%	229k	38.11	View chart
Ishares Core Msci Eafe Mutual Funds (IEFA)	0.2	$8.6M		96k	89.46	View chart
Ishares Core Msci Emerging Mark Mutual Funds (IEMG)	0.2	$8.5M	-2%	127k	67.22	View chart
Fortinet Equities (FTNT)	0.2	$8.5M	-4%	107k	79.41	View chart
Ishares S&p Small Cap 600 Mutual Funds (IJR)	0.2	$8.2M		68k	120.18	View chart
Verizon Comm Equities (VZ)	0.2	$8.1M	-3%	200k	40.73	View chart
Marsh & Mclennan Equities	0.2	$8.0M		43k	185.52	View chart
Vanguard Small-cap Etf Mutual Funds (VB)	0.2	$8.0M	-6%	31k	257.95	View chart
Mcdonalds Corp Equities (MCD)	0.2	$8.0M		26k	305.63	View chart
Vanguard Total Stock Mkt Etf Mutual Funds (VTI)	0.2	$7.9M		24k	335.27	View chart
Servicenow Equities (NOW)	0.2	$7.7M	+374%	50k	153.19	View chart
Vanguard Msci Eafe Etf Mutual Funds (VEA)	0.2	$7.7M	+4%	124k	62.47	View chart
Cisco Systems Equities (CSCO)	0.2	$7.7M		100k	77.03	View chart
Coca Cola Equities (KO)	0.2	$7.4M	+9%	105k	69.91	View chart
Netflix Equities (NFLX)	0.2	$6.9M	+1547%	73k	93.76	View chart
Target Corp. Equities (TGT)	0.2	$6.7M	-17%	69k	97.75	View chart
Ishares S&p Midcap 400 Mutual Funds (IJH)	0.2	$6.5M		98k	66.00	View chart
Keurig Dr Pepper Equities (KDP)	0.2	$6.4M	-15%	227k	28.01	View chart
Progressive Corp Oh Equities (PGR)	0.2	$6.3M	-3%	28k	227.72	View chart
Palantir Technologies Equities (PLTR)	0.2	$5.8M	+66%	33k	177.75	View chart
Ishares Russell 1000 Mutual Funds (IWB)	0.2	$5.7M		15k	373.44	View chart
Autodesk Equities (ADSK)	0.2	$5.6M	-11%	19k	296.01	View chart
Markel Corp Equities (MKL)	0.2	$5.6M		2.6k	2149.65	View chart
Paypal Holdings Equities (PYPL)	0.2	$5.5M	-5%	95k	58.38	View chart
Medtronic Equities (MDT)	0.1	$5.3M	-3%	55k	96.06	View chart
Sap Aktiengesell Equities (SAP)	0.1	$5.3M	+10%	22k	242.91	View chart
Blackstone Group Ord Shs Class Equities (BX)	0.1	$5.2M	-2%	34k	154.16	View chart
M&t Bank Corp Equities (MTB)	0.1	$5.1M	-9%	25k	201.48	View chart
Nike Equities (NKE)	0.1	$5.1M	-20%	80k	63.71	View chart
Capital One Finl Equities (COF)	0.1	$5.0M	-6%	21k	242.36	View chart
Select Sector Spdr - Materials Equities (XLB)	0.1	$5.0M	+121%	109k	45.35	View chart
Northrop Grumman Equities (NOC)	0.1	$4.8M		8.4k	570.21	View chart
Mondelez International Equities (MDLZ)	0.1	$4.7M	-20%	87k	53.83	View chart
Cme Group Equities (CME)	0.1	$4.6M		17k	273.08	View chart
Cigna Corporation Equities (CI)	0.1	$4.6M	-36%	17k	275.23	View chart
Brookfield Asset Management Vot Equities (BAM)	0.1	$4.6M		87k	52.39	View chart
Constellation Energy Corp Equities (CEG)	0.1	$4.5M	+34%	13k	353.27	View chart
Intercontinental Exchange Equities (ICE)	0.1	$4.5M	-6%	28k	161.96	View chart
Quanta Services Equities (PWR)	0.1	$4.4M	+14%	11k	422.10	View chart
Philip Morris Intl Equities (PM)	0.1	$4.4M	+14%	27k	160.40	View chart
Ishares S&p 500 Mutual Funds (IVV)	0.1	$4.3M		6.3k	684.94	View chart
Boeing Company Equities (BA)	0.1	$4.3M	+5%	20k	217.12	View chart
Automatic Data Pro Equities (ADP)	0.1	$4.3M	+10%	17k	257.23	View chart
Ishares S&p 500 Barra Value Mutual Funds (IVE)	0.1	$4.3M	+5%	20k	212.07	View chart
Vanguard Value Etf Mutual Funds (VTV)	0.1	$4.3M		22k	190.99	View chart
Invesco Qqq Trust Series 1 Mutual Funds (QQQ)	0.1	$4.2M	+3%	6.9k	614.31	View chart
Mccormick & Co. Equities (MKC)	0.1	$4.2M		62k	68.11	View chart
Palo Alto Networks Equities (PANW)	0.1	$4.0M		22k	184.20	View chart
Pnc Financial Services Group In Equities (PNC)	0.1	$4.0M		19k	208.73	View chart
Danaher Corp Equities (DHR)	0.1	$3.8M	+5%	17k	228.92	View chart
Cboe Holdings Equities (CBOE)	0.1	$3.8M		15k	251.00	View chart
Dimensional U S Small Cap Etf Mutual Funds (DFAS)	0.1	$3.7M	+16%	54k	69.67	View chart
Colgate-palmolive Equities (CL)	0.1	$3.7M	-2%	47k	79.02	View chart
Regeneron Pharmaceuticals Equities (REGN)	0.1	$3.7M		4.8k	771.87	View chart
Brookfield Infrast Partners Equities (BIP)	0.1	$3.7M		106k	34.74	View chart
Tractor Supply Company Equities (TSCO)	0.1	$3.7M		73k	50.01	View chart
Charles Schwab Corp Equities (SCHW)	0.1	$3.7M	+41%	37k	99.91	View chart
Ulta Beauty Equities (ULTA)	0.1	$3.6M		5.9k	605.01	View chart
Comcast Corp New A Equities (CMCSA)	0.1	$3.5M	-17%	116k	29.89	View chart
S P Global Equities (SPGI)	0.1	$3.4M	+20%	6.4k	522.59	View chart
Fedex Corporation Equities (FDX)	0.1	$3.3M	-3%	12k	288.86	View chart
Kkr Co Inc A Equities (KKR)	0.1	$3.2M	+21%	25k	127.48	View chart
Intel Corp Equities (INTC)	0.1	$3.1M	-3%	85k	36.90	View chart
Shell Equities (SHEL)	0.1	$3.1M		42k	73.48	View chart
Conocophillips Equities (COP)	0.1	$3.0M	-6%	32k	93.61	View chart
Eaton Corp Equities (ETN)	0.1	$3.0M	+48%	9.4k	318.51	View chart
United Parcel Svc Equities (UPS)	0.1	$3.0M	-56%	30k	99.19	View chart
Deere & Co Equities (DE)	0.1	$2.9M	+2%	6.1k	465.57	View chart
Mercadolibre Equities (MELI)	0.1	$2.8M	+5%	1.4k	2014.50	View chart
Wells Fargo & Co Equities (WFC)	0.1	$2.8M	+21%	30k	93.20	View chart
Morgan Stanley Equities (MS)	0.1	$2.7M	+9%	15k	177.53	View chart
At&t Equities (T)	0.1	$2.6M	-5%	106k	24.84	View chart
Altria Group Equities (MO)	0.1	$2.6M		45k	57.66	View chart
Schlumberger Equities (SLB)	0.1	$2.6M	-19%	67k	38.38	View chart
Norfolk Southern Equities (NSC)	0.1	$2.5M		8.8k	288.81	View chart
Citigroup Equities (C)	0.1	$2.5M	+19%	22k	116.69	View chart
United Rentals Equities (URI)	0.1	$2.5M	-4%	3.1k	809.32	View chart
Welltower Equities (WELL)	0.1	$2.5M	+17%	13k	185.61	View chart
Ishares Russell 1000 Growth Mutual Funds (IWF)	0.1	$2.3M	-2%	5.0k	473.30	View chart
Realty Income Corp Equities (O)	0.1	$2.3M		41k	56.37	View chart
Intuitive Surgical Equities (ISRG)	0.1	$2.3M	+23%	4.0k	566.36	View chart
Applied Materials Equities (AMAT)	0.1	$2.2M		8.7k	256.99	View chart
Williams Equities (WMB)	0.1	$2.2M		37k	60.11	View chart
Gilead Sciences Equities (GILD)	0.1	$2.2M	+2%	18k	122.74	View chart
Ishares Msci Eafe Mutual Funds (EFA)	0.1	$2.2M		23k	96.03	View chart
Ishares Russell 1000 Value Mutual Funds (IWD)	0.1	$2.2M		10k	210.34	View chart
Bristol Myers Squibb Equities (BMY)	0.1	$2.1M	+4%	39k	53.94	View chart
Texas Instruments Equities (TXN)	0.1	$2.1M		12k	173.49	View chart
Dominion Res Inc Va Equities (D)	0.1	$2.0M	+51%	34k	58.59	View chart
Bank New York Mellon Corpcom Equities (BK)	0.1	$2.0M	+6%	17k	116.09	View chart
Astrazeneca Equities	0.1	$1.9M	+7%	21k	91.93	View chart
Waste Management Equities (WM)	0.1	$1.8M		8.4k	219.71	View chart
Equifax Equities (EFX)	0.1	$1.8M		8.5k	216.98	View chart
Bp Amoco Equities (BP)	0.0	$1.8M	-3%	52k	34.73	View chart
Aflac Incorporated Equities (AFL)	0.0	$1.8M	+23%	16k	110.27	View chart
Sysco Corp Equities (SYY)	0.0	$1.7M	-5%	24k	73.69	View chart
Vanguard Mid-cap Etf Mutual Funds (VO)	0.0	$1.7M	-12%	5.8k	290.22	View chart
Cvs Health Corporation Equities (CVS)	0.0	$1.7M	-3%	21k	79.36	View chart
Novartis Equities (NVS)	0.0	$1.7M	+8%	12k	137.87	View chart
Dow Equities (DOW)	0.0	$1.7M	-26%	71k	23.38	View chart
Pfizer Equities (PFE)	0.0	$1.6M	-2%	66k	24.90	View chart
Csx Corp Equities (CSX)	0.0	$1.6M		45k	36.25	View chart
Live Nation Equities (LYV)	0.0	$1.6M	+8%	11k	142.50	View chart
Vanguard Ultra-short Bond Etf Mutual Funds (VUSB)	0.0	$1.6M	+35%	32k	49.84	View chart
Ishares Gold Trust Etf Mutual Funds (IAU)	0.0	$1.6M		20k	81.17	View chart
Vanguard Ftse All World Etf Mutual Funds (VEU)	0.0	$1.6M	+164%	21k	73.56	View chart
Raymond James Finl Equities (RJF)	0.0	$1.5M		9.6k	160.57	View chart
Dimensional U S Core Equity 2 E Mutual Funds (DFAC)	0.0	$1.5M		39k	39.59	View chart
Union Pacific Corp Equities (UNP)	0.0	$1.5M	+7%	6.6k	231.32	View chart
Digital Realty Trust Equities (DLR)	0.0	$1.5M		9.8k	154.71	View chart
Berkshire Hathaway Equities (BRK.A)	0.0	$1.5M		2.00	754800.00	View chart
Spdr S&p Dividend Mutual Funds (SDY)	0.0	$1.5M		11k	139.16	View chart
Doordash Inc Cl A Equities (DASH)	0.0	$1.4M	+30%	6.3k	226.50	View chart
Boston Scientific Equities (BSX)	0.0	$1.4M	+24%	15k	95.35	View chart
Workday Equities (WDAY)	0.0	$1.4M	+41%	6.6k	214.78	View chart
Constellation Brands Equities (STZ)	0.0	$1.4M	-37%	10k	137.96	View chart
Ishares High Yield Corp Bnd Mutual Funds (HYG)	0.0	$1.4M	-2%	17k	80.63	View chart
Ishares Russell 2000 Mutual Funds (IWM)	0.0	$1.4M		5.6k	246.16	View chart
Xcel Energy Equities (XEL)	0.0	$1.4M	-3%	19k	73.86	View chart
Omnicom Group Equities (OMC)	0.0	$1.4M	-10%	17k	80.78	View chart
Howmet Aerospace Equities (HWM)	0.0	$1.3M	+95%	6.5k	205.03	View chart
Ishares S&p 500 Barra Growth Mutual Funds (IVW)	0.0	$1.3M	-3%	11k	123.26	View chart
Factset Resh Sys Equities (FDS)	0.0	$1.3M	-12%	4.5k	290.19	View chart
Becton, Dickinson Equities (BDX)	0.0	$1.3M		6.6k	194.07	View chart
Carrier Global Corporation Equities (CARR)	0.0	$1.3M		24k	52.84	View chart
Kraft Heinz Equities (KHC)	0.0	$1.2M	-26%	51k	24.25	View chart
Kimberly-clark Equities (KMB)	0.0	$1.2M	-21%	12k	100.89	View chart
Idexx Labs Equities (IDXX)	0.0	$1.2M	+45%	1.7k	676.52	View chart
Spdr S&p Midcap 400 Etf Tr Mutual Funds (MDY)	0.0	$1.2M		1.9k	603.28	View chart
Phillips 66 Equities (PSX)	0.0	$1.2M	+2%	8.9k	129.04	View chart
Ventas Equities (VTR)	0.0	$1.1M		15k	77.38	View chart
Spdr Dj Industrial Average Etf Mutual Funds (DIA)	0.0	$1.1M		2.2k	479.80	View chart
Cadence Design Sys Equities (CDNS)	0.0	$1.1M	+28%	3.4k	312.58	View chart
Ishares Tr Mutual Funds (USHY)	0.0	$1.0M	+38%	28k	37.40	View chart
Genuine Parts Equities (GPC)	0.0	$1.0M		8.5k	122.96	View chart
Allstate Corp Equities (ALL)	0.0	$1.0M	+2%	5.0k	208.15	View chart
Diamondback Energy Equities (FANG)	0.0	$1.0M	+38%	6.7k	150.33	View chart
Thermo Fisher Scientific Equities (TMO)	0.0	$1.0M	+4%	1.7k	579.45	View chart
American Wtr Wks Equities (AWK)	0.0	$989k	+12%	7.6k	130.50	View chart
Ameriprise Financial Equities (AMP)	0.0	$970k	-10%	2.0k	490.34	View chart
Prologis Equities (PLD)	0.0	$939k	+18%	7.4k	127.66	View chart
Chipotle Mexican Grill Equities (CMG)	0.0	$935k	+3%	25k	37.00	View chart
Valero Energy Equities (VLO)	0.0	$924k		5.7k	162.79	View chart
Energy Select Sector Spdr Mutual Funds (XLE)	0.0	$922k	+102%	21k	44.71	View chart
Novo-nordisk A/s Equities (NVO)	0.0	$911k	-44%	18k	50.88	View chart
Vanguard Sf Reit Etf Mutual Funds (VNQ)	0.0	$906k	-8%	10k	88.49	View chart
Air Prods & Chems Equities (APD)	0.0	$902k		3.7k	247.02	View chart
Spdr Barclays Issuer Scored Cor Mutual Funds (SPBO)	0.0	$880k		30k	29.34	View chart
Schwab Us Dividend Equity Etf Mutual Funds (SCHD)	0.0	$872k		32k	27.43	View chart
Otis Worldwide Corp Equities (OTIS)	0.0	$862k		9.9k	87.35	View chart
Rio Tinto Equities (RIO)	0.0	$853k		11k	80.03	View chart
Corteva Equities (CTVA)	0.0	$839k		13k	67.03	View chart
3m Corporation Equities (MMM)	0.0	$834k		5.2k	160.10	View chart
Lululemon Athletica Equities (LULU)	0.0	$819k	-2%	3.9k	207.81	View chart
L3harris Technologies Ord Equities (LHX)	0.0	$819k	+45%	2.8k	293.57	View chart
Elevance Health Ord Equities (ELV)	0.0	$810k	+95%	2.3k	350.55	View chart
Snowflake Inc Cl A Equities (SNOW)	0.0	$795k	-3%	3.6k	219.36	View chart
Vanguard Information Technolog Mutual Funds (VGT)	0.0	$764k	+7%	1.0k	753.78	View chart
Emcor Group Equities (EME)	0.0	$763k	NEW	1.2k	611.79	View chart
Alibaba Group Holding Equities (BABA)	0.0	$757k	-7%	5.2k	146.58	View chart
Ecolab Equities (ECL)	0.0	$756k	+2%	2.9k	262.52	View chart
Us Bancorp Equities (USB)	0.0	$752k		14k	53.36	View chart
Edwards Lifesciences Equities (EW)	0.0	$751k		8.8k	85.25	View chart
General Mills Equities (GIS)	0.0	$747k	-2%	16k	46.50	View chart
Ishares Core S&p Total Us Mutual Funds (ITOT)	0.0	$733k		4.9k	148.69	View chart
Quest Diagnostics Equities (DGX)	0.0	$728k	+5%	4.2k	173.53	View chart
Vanguard Ftse Emerging Markets Mutual Funds (VWO)	0.0	$712k		13k	53.76	View chart
Cintas Corp Equities (CTAS)	0.0	$696k		3.7k	188.07	View chart
Ford Motor Equities (F)	0.0	$655k		50k	13.12	View chart
American Elec Pwr Equities (AEP)	0.0	$652k		5.7k	115.31	View chart
Cencora Equities (COR)	0.0	$646k		1.9k	337.75	View chart
Ishares Dj Select Dividend Mutual Funds (DVY)	0.0	$642k		4.5k	141.14	View chart
Occidental Petroleum Equities (OXY)	0.0	$638k	-25%	16k	41.12	View chart
Gallagher Arthur J & Co Equities (AJG)	0.0	$634k	-2%	2.5k	258.79	View chart
Analog Devices Equities (ADI)	0.0	$630k	+8%	2.3k	271.20	View chart
First Trust Vi First Tr Nasdaq Equities (TDIV)	0.0	$623k		6.4k	96.84	View chart
Ishares Russell Mid Cap Mutual Funds (IWR)	0.0	$621k		6.5k	96.27	View chart
Invesco Preferred Etf Mutual Funds (PGX)	0.0	$620k	-35%	55k	11.24	View chart
Vanguard Intermediate-term Bond Mutual Funds (BIV)	0.0	$616k	NEW	7.9k	77.88	View chart
Exelon Corp Equities (EXC)	0.0	$613k		14k	43.59	View chart
Ross Stores Equities (ROST)	0.0	$612k		3.4k	180.14	View chart
GSK Equities (GSK)	0.0	$611k	+3%	13k	49.04	View chart
Globalfoundries Inc Ordinary Sh Equities (GFS)	0.0	$609k	-4%	17k	34.92	View chart
The Travelers Companies Equities (TRV)	0.0	$600k	-4%	2.1k	290.06	View chart
Ge Healthcare Technologies Equities (GEHC)	0.0	$592k	-3%	7.2k	82.02	View chart
Kroger Company Equities (KR)	0.0	$589k	-48%	9.4k	62.48	View chart
Iqvia Holdings Equities (IQV)	0.0	$582k		2.6k	225.41	View chart
Wisdomtree Us Ttl Div Fd Etf Mutual Funds (DTD)	0.0	$581k		6.9k	84.88	View chart
Agnico-eagle Mines Equities (AEM)	0.0	$581k		3.4k	169.53	View chart
Yum Brands Equities (YUM)	0.0	$560k		3.7k	151.28	View chart
Umb Financial Corporation Equities (UMBF)	0.0	$559k		4.9k	115.04	View chart
Kenvue Equities (KVUE)	0.0	$554k	-2%	32k	17.25	View chart
Ishares Barclays Int Mutual Funds (IGIB)	0.0	$552k	+27%	10k	53.88	View chart
Financial Sel Spdr Mutual Funds (XLF)	0.0	$544k	-2%	9.9k	54.77	View chart
Investco Exchange Traded Fd Tr Mutual Funds (PFM)	0.0	$543k	-2%	11k	51.50	View chart
Gatx Corp Equities (GATX)	0.0	$543k		3.2k	169.60	View chart
Linde Equities (LIN)	0.0	$541k	+30%	1.3k	426.39	View chart
Banco Santander Equities (SAN)	0.0	$539k	+4%	46k	11.73	View chart
Vanguard Esg Us Stock Etf Mutual Funds (ESGV)	0.0	$538k		4.5k	120.96	View chart
Ishares S&p 100 Mutual Funds (OEF)	0.0	$536k		1.6k	342.97	View chart
Sempra Energy Equities (SRE)	0.0	$535k		6.1k	88.29	View chart
Dupont De Nemours Equities (DD)	0.0	$526k	-9%	13k	40.20	View chart
Hexcel Corp Equities (HXL)	0.0	$520k		7.0k	73.90	View chart
Ares Cap Corp Equities (ARCC)	0.0	$512k		25k	20.23	View chart
Kemper Corp Equities (KMPR)	0.0	$511k		13k	40.54	View chart
Ptc Therapeutics Equities (PTCT)	0.0	$509k		6.7k	75.96	View chart
Trane Technologies Equities (TT)	0.0	$501k	+5%	1.3k	389.20	View chart
Energy Transfer Eq Equities (ET)	0.0	$491k	+3%	30k	16.49	View chart
Wec Energy Group Equities (WEC)	0.0	$487k	+11%	4.6k	105.46	View chart
Match Group Equities (MTCH)	0.0	$481k		15k	32.29	View chart
Marriott Intl Equities (MAR)	0.0	$480k		1.5k	310.24	View chart
Select Sector Spdr-consumer Sta Equities (XLP)	0.0	$471k	+4%	6.1k	77.68	View chart
Schwab Us Large Cap Growth Mutual Funds (SCHG)	0.0	$464k		14k	32.62	View chart
Crown Holdings Equities (CCK)	0.0	$463k		4.5k	102.97	View chart
Humana Equities (HUM)	0.0	$463k	+3%	1.8k	256.13	View chart
Spdr Portfolio S&p 500 Value Et Mutual Funds (SPYV)	0.0	$459k	+33%	8.1k	56.81	View chart
Technology Select Spdr Mutual Funds (XLK)	0.0	$452k	+92%	3.1k	143.97	View chart
Metlife Equities (MET)	0.0	$449k		5.7k	78.94	View chart
Masco Corporation Equities (MAS)	0.0	$447k		7.0k	63.46	View chart
Dfa T.a.world Ex U.s. Core Equi Mutual Funds (DFAX)	0.0	$441k		14k	32.73	View chart
Wisdomtree Lc Dvdnd Mutual Funds (DLN)	0.0	$440k		5.0k	88.08	View chart
Enterprise Products Partners Equities (EPD)	0.0	$438k		14k	32.06	View chart
Adr Toyota Motor Equities (TM)	0.0	$438k	+40%	2.0k	214.06	View chart
Streettracks Dj Wilshire Reit E Mutual Funds (RWR)	0.0	$433k	-4%	4.4k	98.23	View chart
Hartford Finl Svcs Equities (HIG)	0.0	$431k		3.1k	137.80	View chart
Newmont Mining Corp Equities (NEM)	0.0	$429k	-4%	4.3k	99.85	View chart
Vanguard Short-term Gov Etf Mutual Funds (VGSH)	0.0	$418k		7.1k	58.73	View chart
Hsbc Holdings Equities (HSBC)	0.0	$412k	+4%	5.2k	78.67	View chart
Oneok Equities (OKE)	0.0	$407k	-5%	5.5k	73.53	View chart
Stanley Black & Decker Equities (SWK)	0.0	$404k	-10%	5.4k	74.28	View chart
Vanguard Sm-cap Etf Mutual Funds (VBK)	0.0	$404k		1.3k	302.11	View chart
Adc Therapeutics Sa Equities (ADCT)	0.0	$399k		113k	3.53	View chart
Tyson Foods Inc Cl A Equities (TSN)	0.0	$397k	+41%	6.8k	58.62	View chart
Willis Towers Watson Public Equities (WTW)	0.0	$394k		1.2k	328.60	View chart
HP Equities (HPQ)	0.0	$392k		18k	22.28	View chart
Akamai Technologies Equities (AKAM)	0.0	$391k	-10%	4.5k	87.25	View chart
Ubs Group Equities (UBS)	0.0	$378k	NEW	8.2k	46.31	View chart
Alerian Mlp Etf Mutual Funds (AMLP)	0.0	$376k		8.0k	47.02	View chart
Royal Bank Of Canada Equities (RY)	0.0	$373k	+2%	2.2k	170.49	View chart
Jones Lang Lasalle Equities (JLL)	0.0	$373k		1.1k	336.47	View chart
Global X Robo & Ai Thematic Etf Mutual Funds (BOTZ)	0.0	$371k		10k	36.23	View chart
Monolithic Power Systems Equities (MPWR)	0.0	$366k		404.00	906.36	View chart
Vanguard Ftse Europe Mutual Funds (VGK)	0.0	$362k		4.3k	83.61	View chart
Crowdstrike Holdings Inc A Equities (CRWD)	0.0	$361k		770.00	468.76	View chart
Church & Dwight Equities (CHD)	0.0	$361k		4.3k	83.85	View chart
Invesco S&p 500 Equal Weight Et Mutual Funds (RSP)	0.0	$359k		1.9k	191.56	View chart
Monster Beverage Corporation Equities (MNST)	0.0	$356k	NEW	4.6k	76.67	View chart
Ishares Russell Midcap Growth F Mutual Funds (IWP)	0.0	$355k	-16%	2.6k	136.94	View chart
Vistra Energy Corp Equities (VST)	0.0	$351k	NEW	2.2k	161.33	View chart
American Tower Corp Equities (AMT)	0.0	$350k	-11%	2.0k	175.57	View chart
Airbnb Inc Cl A Equities (ABNB)	0.0	$340k		2.5k	135.72	View chart
Old Republic Intl Equities (ORI)	0.0	$338k	-7%	7.4k	45.64	View chart
Ishares Russell Midcap Value Mutual Funds (IWS)	0.0	$337k		2.4k	141.05	View chart
Fox Corp Class A W I Equities (FOXA)	0.0	$337k	NEW	4.6k	73.07	View chart
Moderna Ord Equities (MRNA)	0.0	$337k	NEW	11k	29.49	View chart
Vanguard S&p 500 Growth Mutual Funds (VOOG)	0.0	$337k	-3%	757.00	444.59	View chart
Sony Corp Equities (SONY)	0.0	$336k	+81%	13k	25.60	View chart
Cabot Corp Equities (CBT)	0.0	$331k		5.0k	66.28	View chart
Canadian Natl Rr Equities (CNI)	0.0	$324k		3.3k	98.85	View chart
Prudential Financial Equities (PRU)	0.0	$318k	-25%	2.8k	112.88	View chart
Manulife Finl Corp Equities (MFC)	0.0	$318k		8.8k	36.28	View chart
Invesco Kbw Bank Etf Mutual Funds (KBWB)	0.0	$314k		3.7k	84.29	View chart
Ishares Barclays 1-3 Yr Cd Bd F Mutual Funds (IGSB)	0.0	$313k	+18%	5.9k	52.88	View chart
Consol Edison Of Ny Equities (ED)	0.0	$309k	-6%	3.1k	99.32	View chart
Jabil Circuit Equities (JBL)	0.0	$306k	-3%	1.3k	228.02	View chart
Mitsubishi Ufj Finl - Equities (MUFG)	0.0	$304k	+64%	19k	15.86	View chart
Heico Corp Equities (HEI)	0.0	$302k		934.00	323.59	View chart
Banco Bilbao Vizcaya Equities (BBVA)	0.0	$301k	+12%	13k	23.31	View chart
Broadstone Net Lease Equities (BNL)	0.0	$301k		17k	17.37	View chart
Fortune Brands Home & Security, Equities (FBIN)	0.0	$299k		6.0k	50.02	View chart
Mccormick & Co Inc Cl V Equities (MKC.V)	0.0	$297k		4.4k	68.01	View chart
Coinbase Global Ord Shs Class A Equities (COIN)	0.0	$294k	+9%	1.3k	226.14	View chart
Fidelity Natl Information Svcs Equities (FIS)	0.0	$291k	-12%	4.4k	66.46	View chart
Kinder Morgan Equities (KMI)	0.0	$291k		11k	27.49	View chart
Toronto Dominion Equities (TD)	0.0	$288k	+16%	3.1k	94.20	View chart
Vanguard International High Etf Mutual Funds (VYMI)	0.0	$270k		3.0k	90.00	View chart
Iac Interactivecorp Equities (IAC)	0.0	$270k		6.9k	39.10	View chart
Microchip Tech Equities (MCHP)	0.0	$269k	-13%	4.2k	63.72	View chart
Schwab Us Broad Market Mutual Funds (SCHB)	0.0	$268k		10k	26.23	View chart
D R Horton Equities (DHI)	0.0	$268k	-25%	1.9k	144.03	View chart
Hershey Foods Corp Equities (HSY)	0.0	$265k		1.5k	181.98	View chart
Cdw Corporation Equities (CDW)	0.0	$264k	-10%	1.9k	136.20	View chart
Blackstone Secured Lending Ord Equities (BXSL)	0.0	$263k		10k	26.33	View chart
Robinhood Markets Equities (HOOD)	0.0	$263k	NEW	2.3k	113.10	View chart
Grainger W W Equities (GWW)	0.0	$262k		260.00	1009.05	View chart
Ishares Russell 3000 Mutual Funds (IWV)	0.0	$261k		675.00	386.85	View chart
Diageo Equities (DEO)	0.0	$260k	-54%	3.0k	86.27	View chart
Ishares Russell 2000 Growth Mutual Funds (IWO)	0.0	$260k		804.00	323.01	View chart
Invesco Water Resources Etf Tru Mutual Funds (PHO)	0.0	$254k		3.6k	70.41	View chart
Edison Intl Equities (EIX)	0.0	$252k		4.2k	60.02	View chart
Moodys Corp Equities (MCO)	0.0	$251k	+2%	492.00	510.85	View chart
Huntington Ingalls Inds Equities (HII)	0.0	$248k	NEW	730.00	340.07	View chart
Kla Tencor Corp Equities (KLAC)	0.0	$248k	NEW	204.00	1215.08	View chart
Darden Restaurants Equities (DRI)	0.0	$247k		1.3k	184.02	View chart
Veralto Ord Equities (VLTO)	0.0	$247k	+3%	2.5k	99.78	View chart
Sanofi Equities (SNY)	0.0	$245k	NEW	5.1k	48.46	View chart
Broadridge Financial Solutions Equities (BR)	0.0	$243k		1.1k	223.17	View chart
Sherwin Williams Equities (SHW)	0.0	$238k		735.00	324.03	View chart
Firstenergy Corp Equities (FE)	0.0	$235k		5.3k	44.77	View chart
Eog Res Equities (EOG)	0.0	$235k		2.2k	105.01	View chart
Apollo Global Mgmt Equities (APO)	0.0	$233k	NEW	1.6k	144.74	View chart
Select Sector Spdr-health Care Equities (XLV)	0.0	$232k	NEW	1.5k	154.80	View chart
Entergy Corp. Equities (ETR)	0.0	$231k	+8%	2.5k	92.43	View chart
Cardinal Health Equities (CAH)	0.0	$230k	NEW	1.1k	205.50	View chart
Casey's Gen Stores Equities (CASY)	0.0	$230k	NEW	416.00	552.71	View chart
Regions Finl Corp Equities (RF)	0.0	$229k		8.4k	27.10	View chart
Hubbell Incorporated Equities (HUBB)	0.0	$227k	+7%	511.00	444.11	View chart
Packaging Cp Amer Equities (PKG)	0.0	$227k	+11%	1.1k	206.23	View chart
Ishares S&p Midcap 400 Barra Va Mutual Funds (IJJ)	0.0	$226k		1.7k	131.59	View chart
Vanguard Mid-cap Gro Mutual Funds (VOT)	0.0	$224k		803.00	279.14	View chart
Crown Castle International Corp Equities (CCI)	0.0	$221k	+2%	2.5k	88.87	View chart
Ishares Semiconductor Etf Mutual Funds (SOXX)	0.0	$220k	NEW	730.00	301.15	View chart
Ark Innovation Etf Mutual Funds (ARKK)	0.0	$216k	+3%	2.8k	76.92	View chart
Ishares Iboxx $ Invmnt Grd Corp Mutual Funds (LQD)	0.0	$210k	-11%	1.9k	110.19	View chart
Hilton Worldwide Hldgs Wi Equities (HLT)	0.0	$209k	NEW	727.00	287.25	View chart
Aberdeen Standard Physical Swis Mutual Funds (SGOL)	0.0	$208k	NEW	5.1k	41.08	View chart
Spdr Portfolio S P 500 Etf Mutual Funds (SPYM)	0.0	$207k	NEW	2.6k	80.22	View chart
Republic Services Equities (RSG)	0.0	$205k	-7%	968.00	211.93	View chart
Ishares Dj Us Technology Mutual Funds (IYW)	0.0	$205k		1.0k	199.68	View chart
Ishares Msci Eafe Minimum Volat Mutual Funds (EFAV)	0.0	$204k		2.4k	86.25	View chart
Jacobs Solutions Equities (J)	0.0	$204k	-5%	1.5k	132.46	View chart
General Motors Company Common S Equities (GM)	0.0	$203k	NEW	2.5k	81.32	View chart
Lloyds Tsb Group Equities (LYG)	0.0	$152k	+10%	29k	5.30	View chart
Telefonica Equities	0.0	$56k		14k	4.05	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 Q4 filed Jan. 20, 2026
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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