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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-09-22 (Q2 2025) | Holdings: 814 | Value: $1.0B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| NVDA - NVIDIA CORPORATION | New Purchase | 5.42% | $54.2M | +2.36% | |||
| AAPL - APPLE INC | New Purchase | 5.06% | $50.6M | +2.71% | |||
| SPY - SPDR S&P 500 ETF TR | New Purchase | 3.92% | $39.2M | ||||
| MSFT - MICROSOFT CORP | New Purchase | 3.63% | $36.3M | +1.91% | |||
| AMZN - AMAZON COM INC | New Purchase | 2.90% | $29.0M | -1.59% | |||
| GOOGL - ALPHABET INC | New Purchase | 2.33% | $23.3M | ||||
| JPM - JPMORGAN CHASE & CO. | New Purchase | 1.94% | $19.4M | ||||
| HD - HOME DEPOT INC | New Purchase | 1.92% | $19.2M | -6.15% | |||
| LLY - ELI LILLY & CO | New Purchase | 1.65% | $16.5M | +9.98% | |||
| IVV - ISHARES TR | New Purchase | 1.65% | $16.5M | +1.58% | |||
| COST - COSTCO WHSL CORP NEW | New Purchase | 1.47% | $14.7M | -1.13% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | New Purchase | 1.33% | $13.3M | ||||
| MA - MASTERCARD INCORPORATED | New Purchase | 1.31% | $13.1M | -1.88% | |||
| NEE - NEXTERA ENERGY INC | New Purchase | 1.27% | $12.7M | +17.07% | |||
| BLK - BLACKROCK INC | New Purchase | 1.27% | $12.7M | ||||
| MDY - SPDR S&P MIDCAP 400 ETF TR | New Purchase | 1.20% | $12.0M | +0.38% | |||
| IGSB - ISHARES TR | New Purchase | 1.20% | $12.0M | +0.57% | |||
| V - VISA INC | New Purchase | 1.12% | $11.2M | ||||
| QQQ - INVESCO QQQ TR | New Purchase | 1.10% | $11.0M | +2.45% | |||
| WMT - WALMART INC | New Purchase | 1.08% | $10.8M | +3.67% | |||
| AGG - ISHARES TR | New Purchase | 1.06% | $10.6M | +1.23% | |||
| IGIB - ISHARES TR | New Purchase | 1.05% | $10.5M | +0.93% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 1.05% | $10.5M | -0.34% | |||
| MCD - MCDONALDS CORP | New Purchase | 1.04% | $10.4M | +0.67% | |||
| PG - PROCTER AND GAMBLE CO | New Purchase | 1.03% | $10.3M | +0.24% | |||
| IJR - ISHARES TR | New Purchase | 0.98% | $9.8M | +1.04% | |||
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.91% | $9.1M | +8.87% | |||
| IJH - ISHARES TR | New Purchase | 0.88% | $8.8M | +0.38% | |||
| VO - VANGUARD INDEX FDS | New Purchase | 0.87% | $8.7M | ||||
| AMGN - AMGEN INC | New Purchase | 0.86% | $8.6M | +2.75% | |||
| SJNK - SPDR SERIES TRUST | New Purchase | 0.83% | $8.3M | +0.02% | |||
| CVX - CHEVRON CORP NEW | New Purchase | 0.82% | $8.2M | ||||
| AVGO - BROADCOM INC | New Purchase | 0.78% | $7.8M | ||||
| CAT - CATERPILLAR INC | New Purchase | 0.73% | $7.3M | +10.77% | |||
| NFLX - NETFLIX INC | New Purchase | 0.73% | $7.3M | -10.81% | |||
| UNP - UNION PAC CORP | New Purchase | 0.70% | $7.0M | -4.09% | |||
| BX - BLACKSTONE INC | New Purchase | 0.69% | $6.9M | ||||
| ABT - ABBOTT LABS | New Purchase | 0.68% | $6.8M | -6.51% | |||
| XOM - EXXON MOBIL CORP | New Purchase | 0.63% | $6.3M | +2.37% | |||
| HON - HONEYWELL INTL INC | New Purchase | 0.60% | $6.0M | ||||
| IEFA - ISHARES TR | New Purchase | 0.58% | $5.8M | +1.46% | |||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.58% | $5.8M | -0.25% | |||
| AXP - AMERICAN EXPRESS CO | New Purchase | 0.56% | $5.6M | ||||
| ORCL - ORACLE CORP | New Purchase | 0.54% | $5.4M | -12.40% | |||
| CSCO - CISCO SYS INC | New Purchase | 0.51% | $5.1M | +5.14% | |||
| VEA - VANGUARD TAX-MANAGED FDS | New Purchase | 0.51% | $5.1M | +1.51% | |||
| CRM - SALESFORCE INC | New Purchase | 0.49% | $4.9M | ||||
| TMUS - T-MOBILE US INC | New Purchase | 0.48% | $4.8M | -7.96% | |||
| META - META PLATFORMS INC | New Purchase | 0.47% | $4.7M | -4.02% | |||
| IBM - INTERNATIONAL BUSINESS MACHS | New Purchase | 0.47% | $4.7M | +12.75% | |||