Florida Trust Wealth Management Co

13F Portfolio Filings

Most recent 13F
Q2 2025
Location
Sanibel, FL
CIK
0001651023
Alternate names
Sanibel Captiva Trust Company, Inc.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2025 392 3,252,649 MSFT, AAPL, GOOG, VYM 13F-HR 8/13/2025 000165102325000006
Q1 2025 390 3,077,511 AAPL, MSFT, VYM, GOOG 13F-HR 4/15/2025 000165102325000002
Q4 2024 388 3,128,809 AAPL, MSFT, GOOG, VYM 13F-HR 1/15/2025 000165102325000001
Q3 2024 377 3,124,456 MSFT, AAPL, GOOG, VYM 13F-HR 10/8/2024 000165102324000006
Q2 2024 369 2,923,633 MSFT, AAPL, GOOG, VYM 13F-HR 7/22/2024 000165102324000003
Q1 2024 364 2,936,752 MSFT, AAPL, GOOG, HD 13F-HR 5/21/2024 000165102324000002
Q4 2023 349 2,713,223 MSFT, AAPL, VYM, GOOG 13F-HR 2/16/2024 000165102324000001