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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, JNJ, and represent 18.55% of Florida Trust Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$69M), PH (+$15M), BKNG (+$12M), VCIT (+$11M), PWR (+$5.5M), AMZN (+$5.3M), AAPL, ADI, VO, JBL.
Started 35 new stock positions in XLI, HDB, GM, TFC, SJNK, EA, PPG, SPYM, PCY, SCHM.
Reduced shares in these 10 stocks: Honeywell International (-$26M), ACN (-$10M), GLW (-$7.5M), GOOG (-$6.8M), AMD (-$6.7M), CRM, META, V, VOO, MA.
Sold out of its positions in SGOL, COIN, Dupont De Nemours, FOXA, Honeywell International, HII, IJJ, OPK, SWK, VLTO.
Florida Trust Wealth Management was a net buyer of stock by $126M.
Florida Trust Wealth Management has $4.0B in assets under management (AUM), dropping by 12.48%.
Central Index Key (CIK): 0001651023

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Portfolio Holdings for Florida Trust Wealth Management

Florida Trust Wealth Management holds 461 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Equities (GOOG)	4.9	$195M	-3%	553k	353.33	View chart
Apple Computer Equities (AAPL)	4.8	$192M	+2%	665k	289.36	View chart
Microsoft Corporation Equities (MSFT)	3.4	$136M		363k	373.02	View chart
Vanguard High Divdend Yield Mutual Funds (VYM)	3.1	$126M		799k	158.03	View chart
Johnson & Johnson Equities (JNJ)	2.4	$96M		377k	253.97	View chart
Advanced Micro Dev Equities (AMD)	2.3	$94M	-6%	161k	580.91	View chart
Home Depot Equities (HD)	2.1	$86M		244k	352.68	View chart
J.p. Morgan Chase & Equities (JPM)	2.1	$86M		262k	327.34	View chart
Visa Equities (V)	2.1	$85M	-2%	249k	343.09	View chart
Amazon.com Equities (AMZN)	2.1	$85M	+6%	356k	238.34	View chart
Vanguard Growth Mutual Funds (VUG)	2.1	$83M	+504%	964k	86.14	View chart
Abbvie Equities (ABBV)	1.8	$71M	+3%	283k	251.64	View chart
Corning Equities (GLW)	1.7	$69M	-9%	268k	255.43	View chart
Alphabet Inc Cl A Equities (GOOGL)	1.6	$66M		183k	357.37	View chart
Merck & Co Inc Newcom Equities (MRK)	1.6	$64M		497k	128.50	View chart
Vanguard Intermediate Term Corp Mutual Funds (VCIT)	1.5	$61M	+21%	735k	82.65	View chart
Micron Technology Equities (MU)	1.5	$60M		52k	1154.29	View chart
Nvidia Corp Equities (NVDA)	1.5	$60M	+3%	297k	200.09	View chart
Berkshire Hathaway Inc Delcl B Equities (BRK.B)	1.4	$55M	-2%	109k	500.39	View chart
Costco Whsl Corp Equities (COST)	1.3	$51M		54k	935.47	View chart
Brookfield Ord Shs Class A Equities (BN)	1.2	$50M		1.2M	42.59	View chart
Lilly Eli & Co. Equities (LLY)	1.2	$48M	+9%	40k	1199.43	View chart
Asml Holding Nv Equities (ASML)	1.1	$45M		23k	1989.44	View chart
Broadcom Equities (AVGO)	1.1	$45M	+5%	118k	377.75	View chart
Cummins Equities (CMI)	1.1	$43M		60k	713.21	View chart
Vanguard Dividend Appreciation Mutual Funds (VIG)	1.0	$42M		178k	236.62	View chart
Caterpillar Equities (CAT)	1.0	$42M		39k	1064.90	View chart
Mastercard Equities (MA)	1.0	$41M	-5%	80k	513.60	View chart
Oracle Corp Equities (ORCL)	1.0	$39M		263k	146.55	View chart
Ibm Corp. Equities (IBM)	0.9	$37M	+9%	133k	281.21	View chart
General Dynamics Equities (GD)	0.9	$36M	-2%	102k	354.24	View chart
Enbridge Equities (ENB)	0.9	$35M	-3%	637k	54.21	View chart
Chevron Corp Equities (CVX)	0.8	$30M	+2%	182k	165.76	View chart
Tjx Cos Equities (TJX)	0.7	$30M	+5%	195k	151.50	View chart
Exxon Mobil Corp Equities (XOM)	0.7	$29M		210k	136.72	View chart
Parker Hannifin Corp Equities (PH)	0.7	$27M	+114%	28k	978.12	View chart
Mckesson Corp Equities (MCK)	0.7	$27M		36k	755.60	View chart
Cbre Group Equities (CBRE)	0.7	$27M	-2%	197k	134.69	View chart
Meta Platforms Inc. Cl A Equities (META)	0.7	$26M	-9%	47k	563.29	View chart
Goldman Sachs Group Equities (GS)	0.7	$26M	+7%	26k	1011.37	View chart
Spdr Port S&p 500 Growth Mutual Funds (SPYG)	0.6	$26M	+8%	217k	118.99	View chart
Ishares Core Us Aggregate Bond Mutual Funds (AGG)	0.6	$25M	+2%	253k	98.98	View chart
Amgen Equities (AMGN)	0.6	$25M	-3%	68k	362.12	View chart
Wal-mart Stores Equities (WMT)	0.6	$25M	+5%	217k	113.26	View chart
Nextera Energy Inccom Equities (NEE)	0.6	$24M	+4%	277k	87.77	View chart
Rtx Corporation Equities (RTX)	0.6	$23M		124k	189.73	View chart
Spdr S&p 500 Etf Mutual Funds (SPY)	0.5	$22M	-2%	29k	746.77	View chart
Taiwan Semiconductor Equities (TSM)	0.5	$22M	+7%	45k	477.57	View chart
Procter & Gamble Equities (PG)	0.5	$21M		144k	146.64	View chart
Amphenol Corp Equities (APH)	0.5	$20M	+11%	116k	176.32	View chart
Pepsico Equities (PEP)	0.5	$20M		146k	135.40	View chart
Southern Equities (SO)	0.5	$20M		204k	95.71	View chart
Stryker Corp Equities (SYK)	0.5	$19M	+3%	62k	314.84	View chart
D B A Chubb Equities (CB)	0.5	$19M		57k	340.74	View chart
Tesla Motors Equities (TSLA)	0.5	$19M	+5%	45k	420.60	View chart
Starbucks Corp Equities (SBUX)	0.5	$19M	-8%	183k	102.19	View chart
American Express Equities (AXP)	0.5	$19M	+8%	55k	338.25	View chart
Vanguard Short Term Corporate B Mutual Funds (VCSH)	0.4	$18M	+15%	222k	79.03	View chart
Disney Walt Equities (DIS)	0.4	$18M		182k	96.25	View chart
General Elec Equities (GE)	0.4	$17M	+7%	46k	373.73	View chart
Marathon Petroleum Corporation Equities (MPC)	0.4	$17M		66k	255.67	View chart
Fastenal Equities (FAST)	0.4	$16M		340k	48.03	View chart
Emerson Electric Equities (EMR)	0.4	$16M	-3%	114k	143.15	View chart
Quanta Services Equities (PWR)	0.4	$16M	+53%	22k	720.04	View chart
Vanguard Tax-exempt Bond Index Mutual Funds (VTEB)	0.4	$15M	+25%	302k	50.58	View chart
Spdr Gold Trgold Mutual Funds (GLD)	0.4	$15M		41k	368.38	View chart
Bank Of America Corp Equities (BAC)	0.4	$15M	+5%	261k	56.98	View chart
Salesforce.com Equities (CRM)	0.4	$15M	-18%	94k	156.66	View chart
Fortinet Equities (FTNT)	0.4	$14M	-6%	92k	153.62	View chart
O Reilly Automotive Equities (ORLY)	0.3	$14M		151k	92.09	View chart
Lockheed Martin Corp Equities (LMT)	0.3	$14M	+15%	27k	509.46	View chart
Dfa International Core Equity M Mutual Funds (DFAI)	0.3	$13M	+13%	315k	41.25	View chart
Unitedhealth Grp Equities (UNH)	0.3	$13M	-6%	31k	415.63	View chart
Ishares S&p Midcap 400 Mutual Funds (IJH)	0.3	$13M	+9%	163k	77.11	View chart
Freeport Mcmoran Copper & Gold Equities (FCX)	0.3	$12M	+7%	197k	62.89	View chart
Booking Holdings Equities (BKNG)	0.3	$12M	+2324%	68k	178.24	View chart
Ishares Floating Rate Bond Etf Mutual Funds (FLOT)	0.3	$12M	-10%	238k	51.05	View chart
Public Svc Enterprise Group Equities (PEG)	0.3	$12M	-2%	149k	81.16	View chart
Qualcomm Equities (QCOM)	0.3	$12M	-3%	65k	184.79	View chart
Cisco Systems Equities (CSCO)	0.3	$12M		100k	117.46	View chart
Ishares S&p Small Cap 600 Mutual Funds (IJR)	0.3	$12M	+5%	78k	148.31	View chart
Colgate-palmolive Equities (CL)	0.3	$11M	-13%	123k	91.68	View chart
Ishares Silver Trust Mutual Funds (SLV)	0.3	$11M	+10%	211k	53.47	View chart
Abbott Laboratories Equities (ABT)	0.3	$11M	-12%	122k	90.74	View chart
Vanguard Msci Eafe Etf Mutual Funds (VEA)	0.3	$11M	+6%	154k	71.25	View chart
Paychex Equities (PAYX)	0.3	$11M	-4%	111k	98.33	View chart
Illinois Tool Works Equities (ITW)	0.3	$11M	-5%	40k	270.47	View chart
Netflix Equities (NFLX)	0.3	$11M	+20%	152k	71.40	View chart
Ishares Core Msci Emerging Mark Mutual Funds (IEMG)	0.3	$11M		130k	82.84	View chart
Accenture Equities (ACN)	0.3	$11M	-49%	86k	124.44	View chart
Coca Cola Equities (KO)	0.3	$11M	+11%	129k	81.27	View chart
Autozone Equities (AZO)	0.2	$10M	-6%	3.1k	3195.94	View chart
Uber Technologies Equities (UBER)	0.2	$9.9M	-11%	137k	72.16	View chart
Vanguard Small-cap Etf Mutual Funds (VB)	0.2	$9.8M	+2%	33k	303.12	View chart
Ishares Tr Sp Us P Mutual Funds (PFF)	0.2	$9.7M	-5%	319k	30.49	View chart
Duke Energy Corp Equities (DUK)	0.2	$9.7M		77k	126.58	View chart
Ishares Core Msci Eafe Mutual Funds (IEFA)	0.2	$9.3M		96k	96.58	View chart
Check Point Software Tech Equities (CHKP)	0.2	$9.1M	-8%	69k	131.43	View chart
Vanguard S P 500 Index Fund Etf Mutual Funds (VOO)	0.2	$8.9M	-20%	13k	686.81	View chart
Lowes Companies Equities (LOW)	0.2	$8.8M		40k	220.49	View chart
Vanguard Total Stock Mkt Etf Mutual Funds (VTI)	0.2	$8.7M		23k	370.04	View chart
Intel Corp Equities (INTC)	0.2	$8.6M	-17%	61k	139.63	View chart
Palantir Technologies Equities (PLTR)	0.2	$8.2M	+3%	70k	116.67	View chart
Verizon Comm Equities (VZ)	0.2	$8.1M		191k	42.34	View chart
Palo Alto Networks Equities (PANW)	0.2	$8.0M	+17%	24k	341.01	View chart
Eaton Corp Equities (ETN)	0.2	$7.7M	+42%	18k	426.12	View chart
Philip Morris Intl Equities (PM)	0.2	$7.5M	+15%	41k	180.91	View chart
Mcdonalds Corp Equities (MCD)	0.2	$7.5M	+7%	28k	270.31	View chart
Marsh & Mclennan Equities (MRSH)	0.2	$7.4M	+2%	44k	166.67	View chart
Dimensional U S Small Cap Etf Mutual Funds (DFAS)	0.2	$7.4M	+35%	89k	82.34	View chart
Target Corp. Equities (TGT)	0.2	$7.3M	-11%	56k	130.61	View chart
Ishares S&p 500 Mutual Funds (IVV)	0.2	$7.2M	+20%	9.6k	748.89	View chart
T Mobile Us Equities (TMUS)	0.2	$6.8M	-8%	41k	167.73	View chart
Select Sector Spdr - Materials Equities (XLB)	0.2	$6.4M	+10%	126k	50.83	View chart
Progressive Corp Oh Equities (PGR)	0.2	$6.3M	+6%	29k	218.45	View chart
Ishares Russell 1000 Mutual Funds (IWB)	0.2	$6.2M		15k	409.50	View chart
Keurig Dr Pepper Equities (KDP)	0.2	$6.2M	-5%	191k	32.73	View chart
Invesco Qqq Trust Series 1 Mutual Funds (QQQ)	0.2	$6.2M	+23%	8.5k	736.40	View chart
Applied Materials Equities (AMAT)	0.2	$6.1M		8.4k	723.00	View chart
Morgan Stanley Equities (MS)	0.1	$5.8M	+73%	28k	209.04	View chart
Vanguard Value Etf Mutual Funds (VTV)	0.1	$5.5M		25k	217.93	View chart
Analog Devices Equities (ADI)	0.1	$5.4M	+485%	14k	397.17	View chart
Sap Aktiengesell Equities (SAP)	0.1	$5.2M	+37%	34k	154.11	View chart
Howmet Aerospace Equities (HWM)	0.1	$5.1M	+34%	19k	268.86	View chart
Ishares S&p 500 Barra Value Mutual Funds (IVE)	0.1	$4.9M	+3%	22k	227.06	View chart
Vanguard Mid-cap Etf Mutual Funds (VO)	0.1	$4.8M	+721%	60k	80.57	View chart
Pnc Financial Services Group In Equities (PNC)	0.1	$4.8M	+5%	19k	246.22	View chart
Constellation Energy Corp Equities (CEG)	0.1	$4.7M		19k	248.37	View chart
Dominion Res Inc Va Equities (D)	0.1	$4.6M	+51%	67k	68.29	View chart
Jabil Circuit Equities (JBL)	0.1	$4.6M	+774%	12k	385.48	View chart
Boeing Company Equities (BA)	0.1	$4.5M	+4%	21k	216.47	View chart
Charles Schwab Corp Equities (SCHW)	0.1	$4.4M	-3%	48k	92.27	View chart
M&t Bank Corp Equities (MTB)	0.1	$4.4M	-25%	18k	238.01	View chart
Markel Corp Equities (MKL)	0.1	$4.3M	-12%	2.2k	1953.01	View chart
Intuit Equities (INTU)	0.1	$4.1M	-29%	16k	261.00	View chart
Citigroup Equities (C)	0.1	$4.0M	+14%	28k	139.96	View chart
Genie Energy Equities (GNE)	0.1	$3.9M	-7%	272k	14.45	View chart
American Wtr Wks Equities (AWK)	0.1	$3.9M	+118%	30k	131.58	View chart
Brookfield Asset Management Vot Equities (BAM)	0.1	$3.9M	-2%	87k	44.85	View chart
Deere & Co Equities (DE)	0.1	$3.9M		6.1k	634.33	View chart
Mercadolibre Equities (MELI)	0.1	$3.9M	+5%	2.3k	1697.38	View chart
Texas Instruments Equities (TXN)	0.1	$3.8M	+17%	13k	298.07	View chart
Northrop Grumman Equities (NOC)	0.1	$3.8M	-8%	7.5k	509.31	View chart
Vertiv Holdings Equities (VRT)	0.1	$3.7M	+700%	11k	334.82	View chart
Capital One Finl Equities (COF)	0.1	$3.7M	-4%	18k	200.62	View chart
Blackstone Group Ord Shs Class Equities (BX)	0.1	$3.7M	-5%	31k	117.67	View chart
Brookfield Infrast Partners Equities (BIP)	0.1	$3.7M	-3%	101k	36.49	View chart
Danaher Corp Equities (DHR)	0.1	$3.7M	+6%	19k	190.48	View chart
Cme Group Equities (CME)	0.1	$3.6M	-6%	16k	220.83	View chart
Cboe Holdings Equities (CBOE)	0.1	$3.6M	-2%	15k	242.67	View chart
Intercontinental Exchange Equities (ICE)	0.1	$3.5M		28k	123.11	View chart
Welltower Equities (WELL)	0.1	$3.4M	+9%	15k	226.97	View chart
United Rentals Equities (URI)	0.1	$3.4M		3.0k	1132.89	View chart
Vanguard Ultra-short Bond Etf Mutual Funds (VUSB)	0.1	$3.3M	+76%	67k	49.78	View chart
Mondelez International Equities (MDLZ)	0.1	$3.3M	-13%	57k	57.84	View chart
Altria Group Equities (MO)	0.1	$3.3M	+3%	45k	71.95	View chart
Shell Equities (SHEL)	0.1	$3.2M	+4%	41k	77.54	View chart
Adobe Sys Equities (ADBE)	0.1	$3.2M	-37%	15k	205.02	View chart
Cigna Corporation Equities (CI)	0.1	$3.1M	-17%	11k	275.68	View chart
Automatic Data Pro Equities (ADP)	0.1	$3.1M	-2%	14k	223.95	View chart
Fedex Corporation Equities (FDX)	0.1	$3.1M	-7%	9.9k	313.13	View chart
Mccormick & Co. Equities (MKC)	0.1	$3.1M		62k	50.42	View chart
Conocophillips Equities (COP)	0.1	$3.1M	-7%	30k	103.96	View chart
Schlumberger Equities (SLB)	0.1	$3.1M	-4%	67k	46.49	View chart
Dfa T.a.world Ex U.s. Core Equi Mutual Funds (DFAX)	0.1	$3.1M	+425%	83k	36.84	View chart
Regeneron Pharmaceuticals Equities (REGN)	0.1	$2.9M		4.7k	623.54	View chart
Williams Equities (WMB)	0.1	$2.9M	+4%	39k	74.34	View chart
Bank New York Mellon Corpcom Equities (BNY)	0.1	$2.9M	+13%	20k	144.61	View chart
Medtronic Equities (MDT)	0.1	$2.8M	-34%	36k	78.23	View chart
Norfolk Southern Equities (NSC)	0.1	$2.8M		8.8k	314.47	View chart
Ishares Russell 1000 Value Mutual Funds (IWD)	0.1	$2.8M	+5%	11k	242.43	View chart
Servicenow Equities (NOW)	0.1	$2.8M	-6%	28k	99.28	View chart
Gilead Sciences Equities (GILD)	0.1	$2.7M	+4%	21k	126.34	View chart
Vanguard Information Technolog Mutual Funds (VGT)	0.1	$2.6M	+725%	22k	119.52	View chart
Wells Fargo & Co Equities (WFC)	0.1	$2.6M	-5%	31k	82.64	View chart
Ishares Russell 1000 Growth Mutual Funds (IWF)	0.1	$2.6M	+313%	21k	124.17	View chart
Realty Income Corp Equities (O)	0.1	$2.6M		41k	61.96	View chart
Ishares Msci Eafe Mutual Funds (EFA)	0.1	$2.5M		24k	103.88	View chart
Vanguard Intermediate-term Bond Mutual Funds (BIV)	0.1	$2.5M	+45%	33k	76.70	View chart
Monolithic Power Systems Equities (MPWR)	0.1	$2.4M	+80%	1.7k	1382.36	View chart
Casey's Gen Stores Equities (CASY)	0.1	$2.4M	+404%	3.0k	794.79	View chart
United Parcel Svc Equities (UPS)	0.1	$2.3M	-21%	22k	107.50	View chart
Ulta Beauty Equities (ULTA)	0.1	$2.3M	-8%	5.1k	450.98	View chart
At&t Equities (T)	0.1	$2.3M	-6%	110k	20.70	View chart
Quest Diagnostics Equities (DGX)	0.1	$2.3M	+63%	11k	211.95	View chart
S P Global Equities (SPGI)	0.1	$2.2M	+3%	5.5k	407.26	View chart
Ishares Tr Mutual Funds (USHY)	0.1	$2.2M	+63%	60k	37.02	View chart
Idexx Labs Equities (IDXX)	0.1	$2.2M	+179%	4.2k	526.44	View chart
Union Pacific Corp Equities (UNP)	0.1	$2.2M	+18%	7.9k	272.00	View chart
Bristol Myers Squibb Equities (BMY)	0.1	$2.1M	-9%	37k	57.62	View chart
Comcast Corp New A Equities (CMCSA)	0.1	$2.1M	-21%	87k	24.55	View chart
Aflac Incorporated Equities (AFL)	0.1	$2.1M	+7%	18k	117.25	View chart
Cvs Health Corporation Equities (CVS)	0.1	$2.1M	+6%	20k	103.45	View chart
Novartis Equities (NVS)	0.1	$2.1M	+7%	13k	156.72	View chart
Live Nation Equities (LYV)	0.1	$2.1M	+9%	11k	183.11	View chart
Sysco Corp Equities (SYY)	0.1	$2.0M	+11%	24k	83.58	View chart
Ishares Russell 2000 Mutual Funds (IWM)	0.1	$2.0M	-3%	6.7k	300.45	View chart
Autodesk Equities (ADSK)	0.1	$2.0M	-33%	10k	194.42	View chart
Waste Management Equities (WM)	0.0	$2.0M	+9%	9.0k	222.88	View chart
Phillips 66 Equities (PSX)	0.0	$2.0M	+46%	12k	169.05	View chart
Csx Corp Equities (CSX)	0.0	$1.9M		40k	47.53	View chart
Kkr Co Inc A Equities (KKR)	0.0	$1.9M	-26%	21k	91.78	View chart
Doordash Inc Cl A Equities (DASH)	0.0	$1.9M	+20%	10k	184.53	View chart
Humana Equities (HUM)	0.0	$1.9M		4.7k	397.22	View chart
Globalfoundries Inc Ordinary Sh Equities (GFS)	0.0	$1.8M	+27%	22k	82.41	View chart
Cadence Design Sys Equities (CDNS)	0.0	$1.8M		4.8k	375.32	View chart
Vanguard Ftse All World Etf Mutual Funds (VEU)	0.0	$1.8M		21k	83.75	View chart
Carrier Global Corporation Equities (CARR)	0.0	$1.8M		24k	73.35	View chart
Dimensional U S Core Equity 2 E Mutual Funds (DFAC)	0.0	$1.7M		39k	44.36	View chart
Ishares Edge Msci Usa Quality F Mutual Funds (QUAL)	0.0	$1.7M		7.8k	219.43	View chart
Rio Tinto Equities (RIO)	0.0	$1.7M	+57%	18k	94.93	View chart
Nike Equities (NKE)	0.0	$1.7M	-40%	41k	41.05	View chart
Digital Realty Trust Equities (DLR)	0.0	$1.7M	-2%	9.2k	179.58	View chart
Bp Amoco Equities (BP)	0.0	$1.6M	-12%	44k	36.95	View chart
Spdr S&p Dividend Mutual Funds (SDY)	0.0	$1.6M		11k	152.18	View chart
Schwab Us Large Cap Growth Mutual Funds (SCHG)	0.0	$1.6M	+140%	48k	33.84	View chart
Xcel Energy Equities (XEL)	0.0	$1.6M	+8%	20k	80.30	View chart
Valero Energy Equities (VLO)	0.0	$1.6M	+2%	6.1k	260.44	View chart
Ishares Gold Trust Etf Mutual Funds (IAU)	0.0	$1.5M		20k	75.51	View chart
Berkshire Hathaway Equities (BRK.A)	0.0	$1.5M		2.00	748850.00	View chart
Ishares S&p 500 Barra Growth Mutual Funds (IVW)	0.0	$1.5M		11k	137.53	View chart
Dow Equities (DOW)	0.0	$1.5M	-14%	54k	27.36	View chart
Tractor Supply Company Equities (TSCO)	0.0	$1.5M	-33%	47k	31.61	View chart
Raymond James Finl Equities (RJF)	0.0	$1.5M		9.6k	152.01	View chart
Prologis Equities (PLD)	0.0	$1.4M	+38%	11k	135.47	View chart
Newmont Mining Corp Equities (NEM)	0.0	$1.4M	-2%	15k	93.40	View chart
Emcor Group Equities (EME)	0.0	$1.4M	+22%	1.7k	829.88	View chart
Pfizer Equities (PFE)	0.0	$1.3M	-2%	56k	24.08	View chart
Spdr S&p Midcap 400 Etf Tr Mutual Funds (MDY)	0.0	$1.3M		1.9k	703.34	View chart
Dell Technologies Equities (DELL)	0.0	$1.3M	NEW	3.1k	431.46	View chart
Ishares High Yield Corp Bnd Mutual Funds (HYG)	0.0	$1.3M		16k	79.97	View chart
Ventas Equities (VTR)	0.0	$1.3M		15k	88.80	View chart
Novo-nordisk A/s Equities (NVO)	0.0	$1.3M	+19%	27k	47.94	View chart
Seagate Technology Hldgs Pub Lt Equities (STX)	0.0	$1.3M	+4%	1.3k	965.00	View chart
Equifax Equities (EFX)	0.0	$1.3M	-4%	8.1k	158.72	View chart
Schwab Us Dividend Equity Etf Mutual Funds (SCHD)	0.0	$1.2M	-2%	39k	31.71	View chart
L3harris Technologies Ord Equities (LHX)	0.0	$1.2M	+16%	4.2k	290.59	View chart
Vanguard Total International St Mutual Funds (VXUS)	0.0	$1.2M	+36%	14k	85.49	View chart
Diamondback Energy Equities (FANG)	0.0	$1.2M	+4%	6.8k	175.78	View chart
Spdr Dj Industrial Average Etf Mutual Funds (DIA)	0.0	$1.2M	+4%	2.3k	521.55	View chart
Intuitive Surgical Equities (ISRG)	0.0	$1.2M	-18%	3.0k	397.68	View chart
Vanguard Ftse Emerging Markets Mutual Funds (VWO)	0.0	$1.2M	+22%	20k	59.69	View chart
Energy Select Sector Spdr Mutual Funds (XLE)	0.0	$1.2M		22k	53.11	View chart
Allstate Corp Equities (ALL)	0.0	$1.2M	+2%	4.9k	237.94	View chart
Air Prods & Chems Equities (APD)	0.0	$1.1M	+3%	3.8k	293.18	View chart
Trane Technologies Equities (TT)	0.0	$1.1M	+28%	2.3k	491.16	View chart
Linde Equities (LIN)	0.0	$1.1M	+60%	2.1k	518.94	View chart
Elevance Health Ord Equities (ELV)	0.0	$1.1M		2.8k	386.73	View chart
Corteva Equities (CTVA)	0.0	$1.1M		13k	84.69	View chart
Commerce Bancshares Equities (CBSH)	0.0	$1.0M		18k	57.75	View chart
Thermo Fisher Scientific Equities (TMO)	0.0	$1.0M	-5%	2.0k	501.36	View chart
Ishares Dj Select Dividend Mutual Funds (DVY)	0.0	$1.0M	+2%	6.5k	156.30	View chart
Becton, Dickinson Equities (BDX)	0.0	$1.0M		6.7k	151.33	View chart
Kimberly-clark Equities (KMB)	0.0	$1.0M	-2%	9.2k	109.77	View chart
Constellation Brands Equities (STZ)	0.0	$1.0M	-13%	7.2k	139.09	View chart
Omnicom Group Equities (OMC)	0.0	$1.0M	-15%	14k	72.83	View chart
Ameriprise Financial Equities (AMP)	0.0	$963k	-7%	2.1k	458.76	View chart
Ishares Us Treasury Bond Etf Mutual Funds (GOVT)	0.0	$954k	+170%	42k	22.78	View chart
Genuine Parts Equities (GPC)	0.0	$948k		8.0k	117.98	View chart
Ecolab Equities (ECL)	0.0	$946k	+17%	3.4k	278.61	View chart
Datadog Inc Class A Equities (DDOG)	0.0	$920k	+10%	3.5k	260.36	View chart
Occidental Petroleum Equities (OXY)	0.0	$906k	-2%	19k	48.57	View chart
Spdr Barclays Issuer Scored Cor Mutual Funds (SPBO)	0.0	$871k		30k	29.04	View chart
Kla Tencor Corp Equities (KLAC)	0.0	$869k	+1284%	2.9k	301.71	View chart
Alibaba Group Holding Equities (BABA)	0.0	$869k	+27%	9.1k	95.98	View chart
Vanguard Sf Reit Etf Mutual Funds (VNQ)	0.0	$856k	-5%	8.9k	96.43	View chart
Chipotle Mexican Grill Equities (CMG)	0.0	$855k		25k	34.00	View chart
Western Digital Corp Equities (WDC)	0.0	$846k	NEW	1.3k	638.72	View chart
Monster Beverage Corporation Equities (MNST)	0.0	$842k	+48%	8.8k	96.12	View chart
Paypal Holdings Equities (PYPL)	0.0	$816k	-17%	19k	43.18	View chart
Ishares Core S&p Total Us Mutual Funds (ITOT)	0.0	$810k	-4%	4.9k	164.27	View chart
Ishrs Ed Msci Min Vol Usa Etf Mutual Funds (USMV)	0.0	$806k		8.4k	96.46	View chart
Vistra Energy Corp Equities (VST)	0.0	$804k	+19%	5.1k	158.63	View chart
Ishares Semiconductor Etf Mutual Funds (SOXX)	0.0	$803k		1.3k	640.76	View chart
Marvell Technology Equities (MRVL)	0.0	$803k	+19%	2.7k	297.89	View chart
Snowflake Inc Cl A Equities (SNOW)	0.0	$799k	-13%	3.1k	254.50	View chart
Kroger Company Equities (KR)	0.0	$783k	-35%	14k	55.53	View chart
Edwards Lifesciences Equities (EW)	0.0	$781k		8.6k	90.46	View chart
Factset Resh Sys Equities (FDS)	0.0	$770k	-21%	3.3k	230.08	View chart
Boston Scientific Equities (BSX)	0.0	$766k	-13%	18k	42.68	View chart
3m Corporation Equities (MMM)	0.0	$765k	-14%	4.7k	161.91	View chart
Metlife Equities (MET)	0.0	$756k		8.9k	84.61	View chart
Moderna Ord Equities (MRNA)	0.0	$751k	-6%	11k	70.03	View chart
American Elec Pwr Equities (AEP)	0.0	$742k	-4%	5.4k	136.81	View chart
First Trust Vi First Tr Nasdaq Equities (TDIV)	0.0	$739k		6.4k	114.88	View chart
Invesco S&p 500 Equal Weight Et Mutual Funds (RSP)	0.0	$736k	+67%	3.5k	212.77	View chart
Ford Motor Equities (F)	0.0	$725k	+3%	52k	13.90	View chart
Ishares Russell Mid Cap Mutual Funds (IWR)	0.0	$712k		6.5k	110.32	View chart
Hexcel Corp Equities (HXL)	0.0	$702k		7.0k	100.06	View chart
Otis Worldwide Corp Equities (OTIS)	0.0	$697k	-2%	9.7k	71.60	View chart
Financial Sel Spdr Mutual Funds (XLF)	0.0	$689k		13k	53.61	View chart
The Travelers Companies Equities (TRV)	0.0	$680k		2.1k	330.12	View chart
Umb Financial Corporation Equities (UMBF)	0.0	$678k		4.7k	142.76	View chart
Energy Transfer Eq Equities (ET)	0.0	$653k	-4%	34k	19.12	View chart
Enterprise Products Partners Equities (EPD)	0.0	$646k	+19%	18k	36.76	View chart
Ross Stores Equities (ROST)	0.0	$642k		3.0k	212.85	View chart
Wisdomtree Us Ttl Div Fd Etf Mutual Funds (DTD)	0.0	$639k		6.9k	93.25	View chart
Cintas Corp Equities (CTAS)	0.0	$636k		3.7k	170.08	View chart
Banco Santander Equities (SAN)	0.0	$633k		46k	13.80	View chart
Lumentum Holdings Inc W I Equities (LITE)	0.0	$627k	NEW	731.00	858.06	View chart
Technology Select Spdr Mutual Funds (XLK)	0.0	$625k	+4%	3.3k	190.52	View chart
Mitsubishi Ufj Finl - Equities (MUFG)	0.0	$617k	+6%	31k	19.89	View chart
Exelon Corp Equities (EXC)	0.0	$612k	-6%	13k	46.62	View chart
Yum Brands Equities (YUM)	0.0	$599k		3.7k	159.86	View chart
Match Group Equities (MTCH)	0.0	$596k		16k	38.05	View chart
Vanguard Esg Us Stock Etf Mutual Funds (ESGV)	0.0	$589k		4.5k	132.24	View chart
Investco Exchange Traded Fd Tr Mutual Funds (PFM)	0.0	$585k		11k	55.45	View chart
Marriott Intl Equities (MAR)	0.0	$580k		1.6k	370.59	View chart
First Trust Acra Biotechnology Mutual Funds (FBT)	0.0	$576k		2.3k	247.89	View chart
Masco Corporation Equities (MAS)	0.0	$576k		7.1k	81.37	View chart
Ares Management Corp A Equities (ARES)	0.0	$569k	+25%	5.1k	111.31	View chart
Gatx Corp Equities (GATX)	0.0	$567k		3.2k	177.19	View chart
GSK Equities (GSK)	0.0	$565k		11k	52.42	View chart
Gallagher Arthur J & Co Equities (AJG)	0.0	$564k		2.5k	229.57	View chart
Crown Holdings Equities (CCK)	0.0	$559k		5.0k	111.82	View chart
Eog Res Equities (EOG)	0.0	$548k	+82%	4.2k	129.73	View chart
Cabot Corp Equities (CBT)	0.0	$547k	+17%	6.0k	90.82	View chart
Ptc Therapeutics Equities (PTCT)	0.0	$547k		6.7k	81.57	View chart
Wec Energy Group Equities (WEC)	0.0	$536k		4.6k	116.77	View chart
Cencora Equities (COR)	0.0	$535k	-18%	1.9k	282.98	View chart
Dfa Dimensional Emerging Market Mutual Funds (DFEM)	0.0	$530k	NEW	13k	40.64	View chart
Select Sector Spdr-consumer Sta Mutual Funds (XLP)	0.0	$528k	+4%	6.4k	83.07	View chart
Garmin Equities (GRMN)	0.0	$527k		2.2k	237.54	View chart
Vanguard Mtrl Etf Mutual Funds (VAW)	0.0	$513k	+25%	2.2k	228.79	View chart
Anheuser Busch Spons Equities (BUD)	0.0	$512k	+89%	6.2k	82.40	View chart
Hsbc Holdings Equities (HSBC)	0.0	$503k		5.3k	95.09	View chart
Tyson Foods Inc Cl A Equities (TSN)	0.0	$502k		8.8k	57.25	View chart
Us Bancorp Equities (USB)	0.0	$501k		8.3k	60.40	View chart
General Mills Equities (GIS)	0.0	$501k	-17%	14k	34.80	View chart
Ishares Barclays 1-3 Yr Cd Bd F Mutual Funds (IGSB)	0.0	$495k	+54%	9.4k	52.41	View chart
Ishares Barclays Int Mutual Funds (IGIB)	0.0	$494k	-12%	9.3k	53.17	View chart
Oneok Equities (OKE)	0.0	$492k	-2%	5.7k	86.97	View chart
Vanguard Sm-cap Etf Mutual Funds (VBK)	0.0	$490k		1.3k	365.70	View chart
Hca Holdings Equities (HCA)	0.0	$479k	NEW	1.2k	389.89	View chart
Ishares Msci Emerging Markets Mutual Funds (EEM)	0.0	$478k	NEW	7.0k	68.41	View chart
Iqvia Holdings Equities (IQV)	0.0	$477k		2.5k	193.22	View chart
Adr Toyota Motor Equities (TM)	0.0	$477k	+38%	2.8k	168.42	View chart
Streettracks Dj Wilshire Reit E Mutual Funds (RWR)	0.0	$475k	-4%	4.2k	112.97	View chart
Delta Air Lines Equities (DAL)	0.0	$470k	NEW	5.0k	93.66	View chart
Ishares Russell Midcap Growth F Mutual Funds (IWP)	0.0	$468k	+21%	3.2k	146.41	View chart
Royal Bank Of Canada Equities (RY)	0.0	$466k	+5%	2.3k	206.97	View chart
Kenvue Equities (KVUE)	0.0	$466k	-23%	24k	19.11	View chart
Spdr Portfolio S&p 500 Value Et Mutual Funds (SPYV)	0.0	$464k		7.6k	60.79	View chart
Microchip Tech Equities (MCHP)	0.0	$464k	+26%	5.1k	91.20	View chart
Agnico-eagle Mines Equities (AEM)	0.0	$453k	-15%	2.9k	155.13	View chart
Ishares Russell Midcap Value Mutual Funds (IWS)	0.0	$453k	+15%	2.7k	164.60	View chart
First Trust Value Line Dividend Mutual Funds (FVD)	0.0	$446k	+5%	9.3k	48.18	View chart
Ubs Group Equities (UBS)	0.0	$444k	+9%	9.0k	49.56	View chart
Targa Resources Corporation Equities (TRGP)	0.0	$442k	+85%	1.6k	268.14	View chart
Wisdomtree Lc Dvdnd Mutual Funds (DLN)	0.0	$440k	-8%	4.6k	96.32	View chart
Celsius Holdings Equities (CELH)	0.0	$436k		15k	29.28	View chart
Workday Equities (WDAY)	0.0	$435k	-55%	3.5k	122.42	View chart
Invesco Preferred Etf Mutual Funds (PGX)	0.0	$434k	-14%	40k	10.84	View chart
Canadian Natl Rr Equities (CNI)	0.0	$421k	+7%	3.5k	119.24	View chart
Schwab Us Large Cap Value Mutual Funds (SCHV)	0.0	$419k	NEW	12k	34.81	View chart
Church & Dwight Equities (CHD)	0.0	$417k		4.3k	96.88	View chart
Alerian Mlp Etf Mutual Funds (AMLP)	0.0	$415k		8.0k	51.85	View chart
Hartford Finl Svcs Equities (HIG)	0.0	$414k		3.1k	132.52	View chart
Vanguard Short-term Gov Etf Mutual Funds (VGSH)	0.0	$414k		7.1k	58.20	View chart
Ishares Russell 2000 Growth Mutual Funds (IWO)	0.0	$406k	+5%	1.0k	393.96	View chart
Vanguard Mortgage Backed Securi Mutual Funds (VMBS)	0.0	$403k	NEW	8.6k	46.81	View chart
Fifth Third Bancorp Equities (FITB)	0.0	$399k	-20%	7.1k	56.35	View chart
Kraft Heinz Equities (KHC)	0.0	$396k	-44%	17k	23.62	View chart
Vanguard Mid-cap Value Mutual Funds (VOE)	0.0	$394k		2.0k	197.60	View chart
Global X Robo & Ai Thematic Etf Mutual Funds (BOTZ)	0.0	$389k		10k	37.94	View chart
HP Equities (HPQ)	0.0	$381k	+8%	17k	21.94	View chart
Nxp Semiconductors Nv Equities (NXPI)	0.0	$378k	NEW	1.3k	281.03	View chart
Ralph Lauren Corp Equities (RL)	0.0	$372k	-9%	926.00	401.41	View chart
Sherwin Williams Equities (SHW)	0.0	$370k	+46%	1.1k	344.32	View chart
Invesco Kbw Bank Etf Mutual Funds (KBWB)	0.0	$368k		4.0k	92.98	View chart
Apollo Global Mgmt Equities (APO)	0.0	$362k		3.1k	118.31	View chart
Akamai Technologies Equities (AKAM)	0.0	$361k	-24%	3.1k	118.21	View chart
Vanguard S&p 500 Growth Mutual Funds (VOOG)	0.0	$359k	+474%	4.4k	82.62	View chart
Ge Healthcare Technologies Equities (GEHC)	0.0	$356k	-15%	5.6k	64.01	View chart
Schwab Us Mid Cap Etf Mutual Funds (SCHM)	0.0	$355k	NEW	9.6k	36.87	View chart
Manulife Finl Corp Equities (MFC)	0.0	$355k		8.8k	40.51	View chart
Toronto Dominion Equities (TD)	0.0	$355k	-4%	2.9k	121.43	View chart
Prudential Financial Equities (PRU)	0.0	$352k	+18%	3.3k	107.93	View chart
Schwab International Equity Etf Mutual Funds (SCHF)	0.0	$351k	NEW	13k	27.70	View chart
American Tower Corp Equities (AMT)	0.0	$348k	-11%	2.1k	163.57	View chart
Johnson Controls International Equities (JCI)	0.0	$346k	+4%	2.4k	146.11	View chart
Jones Lang Lasalle Equities (JLL)	0.0	$343k		1.1k	309.95	View chart
Ishares S&p Small Cap 600 Growt Mutual Funds (IJT)	0.0	$343k	+10%	1.9k	178.60	View chart
Airbnb Inc Cl A Equities (ABNB)	0.0	$343k	-5%	2.4k	143.10	View chart
Spdr S&p Biotech Etf Mutual Funds (XBI)	0.0	$340k		2.2k	158.25	View chart
Kemper Corp Equities (KMPR)	0.0	$340k		13k	26.96	View chart
Heico Corp Equities (HEI)	0.0	$339k		951.00	356.19	View chart
Ishares Dj Us Technology Mutual Funds (IYW)	0.0	$337k		1.3k	252.23	View chart
Kinder Morgan Equities (KMI)	0.0	$335k	-8%	11k	31.97	View chart
Wisdomtree Us Quality Dividend Mutual Funds (DGRW)	0.0	$332k		3.5k	95.62	View chart
Iac Interactivecorp Equities	0.0	$332k		7.2k	46.16	View chart
Sempra Energy Equities (SRE)	0.0	$332k		3.6k	92.71	View chart
Entergy Corp. Equities (ETR)	0.0	$329k	+53%	2.9k	114.86	View chart
Fortune Brands Home & Security, Equities (FBIN)	0.0	$328k		6.0k	54.90	View chart
Spdr Barclays Short Term High Y Mutual Funds (SJNK)	0.0	$327k	NEW	13k	25.03	View chart
Lululemon Athletica Equities (LULU)	0.0	$322k	-28%	2.8k	114.18	View chart
Nuveen Municipal Credit Income Mutual Funds (NZF)	0.0	$317k	-24%	25k	12.68	View chart
Vanguard Vipers Mutual Funds (VCR)	0.0	$316k		797.00	396.61	View chart
Blackstone Secured Lending Ord Equities (BXSL)	0.0	$304k		13k	23.71	View chart
Vanguard Ftse Europe Mutual Funds (VGK)	0.0	$297k	-22%	3.4k	88.54	View chart
Schwab Us Broad Market Mutual Funds (SCHB)	0.0	$296k	-12%	10k	28.96	View chart
Ebay Equities (EBAY)	0.0	$295k	NEW	2.6k	111.75	View chart
Vanguard International High Etf Mutual Funds (VYMI)	0.0	$295k		3.0k	98.20	View chart
Select Sector Spdr-health Care Mutual Funds (XLV)	0.0	$290k	+22%	1.8k	158.66	View chart
Darden Restaurants Equities (DRI)	0.0	$289k	+4%	1.4k	206.01	View chart
Ishares Russell 3000 Mutual Funds (IWV)	0.0	$288k		675.00	426.40	View chart
Deutsche X Trackers Msci Eafe H Mutual Funds (DBEF)	0.0	$287k		5.3k	54.63	View chart
Hershey Foods Corp Equities (HSY)	0.0	$277k	+8%	1.6k	175.45	View chart
Willis Towers Watson Public Equities (WTW)	0.0	$277k		1.1k	261.37	View chart
Cardinal Health Equities (CAH)	0.0	$273k	+2%	1.1k	237.56	View chart
Republic Services Equities (RSG)	0.0	$273k	+25%	1.3k	213.08	View chart
Dfa Dimensional Us Large Cap Va Mutual Funds (DFLV)	0.0	$270k	-44%	6.8k	39.54	View chart
Regions Finl Corp Equities (RF)	0.0	$262k	+3%	8.7k	30.20	View chart
Vanguard Utlts Etf Mutual Funds (VPU)	0.0	$260k	NEW	1.3k	195.73	View chart
Vaneck Vectors Gold Miners Etf Mutual Funds (GDX)	0.0	$259k		3.4k	75.45	View chart
Vanguard Mid-cap Gro Mutual Funds (VOT)	0.0	$258k		843.00	306.30	View chart
Ishares Nasdaq Biotech Index Mutual Funds (IBB)	0.0	$256k		1.3k	190.19	View chart
Hdfc Bank Equities (HDB)	0.0	$255k	NEW	9.9k	25.83	View chart
Bhp Billiton Equities (BHP)	0.0	$254k	-6%	3.1k	83.31	View chart
British Amer Tobacco Equities (BTI)	0.0	$251k	NEW	4.1k	61.76	View chart
Invesco Water Resources Etf Tru Mutual Funds (PHO)	0.0	$249k		3.6k	69.08	View chart
Crowdstrike Holdings Inc A Equities (CRWD)	0.0	$247k	NEW	324.00	763.14	View chart
Jacobs Solutions Equities (J)	0.0	$247k		2.0k	126.00	View chart
Adc Therapeutics Sa Equities (ADCT)	0.0	$247k	+53%	230k	1.07	View chart
Rockwell Auto Corp Equities (ROK)	0.0	$247k	NEW	498.00	495.08	View chart
Old Republic Intl Equities (ORI)	0.0	$245k		6.0k	40.92	View chart
Grainger W W Equities (GWW)	0.0	$245k	-30%	180.00	1360.40	View chart
Hilton Worldwide Hldgs Wi Equities (HLT)	0.0	$244k		739.00	330.46	View chart
Ishares S&p 100 Mutual Funds (OEF)	0.0	$243k		663.00	365.87	View chart
General Motors Company Common S Equities (GM)	0.0	$241k	NEW	3.1k	77.08	View chart
Sony Corp Equities (SONY)	0.0	$240k	-8%	12k	20.06	View chart
Consol Edison Of Ny Equities (ED)	0.0	$238k	-30%	2.2k	110.63	View chart
Motorola Solutions Equities (MSI)	0.0	$236k	+19%	569.00	415.29	View chart
Vanguard Ftse All World Ex Us S Mutual Funds (VSS)	0.0	$236k	NEW	1.5k	154.29	View chart
Axon Enterprise Equities (AXON)	0.0	$235k	-22%	419.00	560.61	View chart
Ishares Iboxx $ Invmnt Grd Corp Mutual Funds (LQD)	0.0	$232k		2.1k	109.07	View chart
Industrial Select Sector Equities (XLI)	0.0	$232k	NEW	1.3k	185.23	View chart
Spdr Portfolio S P 500 Etf Mutual Funds (SPYM)	0.0	$227k	NEW	2.6k	87.88	View chart
Ppg Industries Equities (PPG)	0.0	$224k	NEW	1.9k	121.29	View chart
Vertex Pharmaceuticals Equities (VRTX)	0.0	$224k	NEW	451.00	496.73	View chart
Ares Cap Corp Equities (ARCC)	0.0	$222k	-52%	12k	18.53	View chart
Mccormick & Co Inc Cl V Equities (MKC.V)	0.0	$221k		4.4k	50.50	View chart
First Trust Nasdaq Cybersecurit Mutual Funds (CIBR)	0.0	$220k	NEW	2.4k	89.85	View chart
Jpmorgan Betabuilders Japan Etf Mutual Funds (BBJP)	0.0	$218k	NEW	2.9k	75.31	View chart
Firstenergy Corp Equities (FE)	0.0	$218k	-12%	4.6k	47.54	View chart
Exelixis Equities (EXEL)	0.0	$218k	NEW	4.0k	54.41	View chart
Ishares Exponential Technologie Mutual Funds (XT)	0.0	$217k	NEW	2.6k	82.63	View chart
Truist Finl Corp Equities (TFC)	0.0	$210k	NEW	4.2k	49.82	View chart
Robinhood Markets Equities (HOOD)	0.0	$209k	NEW	2.1k	100.28	View chart
Ishares Msci Eafe Minimum Volat Mutual Funds (EFAV)	0.0	$207k		2.4k	87.71	View chart
D R Horton Equities (DHI)	0.0	$207k	NEW	1.3k	162.88	View chart
Moodys Corp Equities (MCO)	0.0	$205k	-8%	452.00	452.92	View chart
Sanofi Equities (SNY)	0.0	$205k	NEW	4.8k	42.66	View chart
Invesco Emerging Markets Sovere Mutual Funds (PCY)	0.0	$204k	NEW	9.4k	21.65	View chart
Packaging Cp Amer Equities (PKG)	0.0	$204k	-22%	857.00	238.28	View chart
Edison Intl Equities (EIX)	0.0	$203k	-22%	2.7k	74.45	View chart
Electronic Arts Equities (EA)	0.0	$200k	NEW	977.00	205.04	View chart
Aes Corporation Equities (AES)	0.0	$169k		12k	14.66	View chart
Nuveen Municipal High Income Op Mutual Funds (NMZ)	0.0	$159k		15k	10.57	View chart
Lloyds Tsb Group Equities (LYG)	0.0	$139k	-10%	24k	5.83	View chart
Telefonica Equities (TELFY)	0.0	$56k		14k	4.02	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 2026 Q2 filed July 27, 2026
Florida Trust Wealth Management 2026 Q1 filed May 15, 2026
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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