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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-09-23 (Q1 2025) | Holdings: 821 | Value: $932.1M | 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 |
| AAPL - APPLE INC | New Purchase | 5.75% | $53.6M | +2.98% | |||
| NVDA - NVIDIA CORPORATION | New Purchase | 3.98% | $37.1M | +3.61% | |||
| SPY - SPDR S&P 500 ETF TR | New Purchase | 3.81% | $35.5M | ||||
| MSFT - MICROSOFT CORP | New Purchase | 2.93% | $27.3M | +2.59% | |||
| AMZN - AMAZON COM INC | New Purchase | 2.69% | $25.1M | +0.03% | |||
| GOOGL - ALPHABET INC | New Purchase | 2.18% | $20.3M | ||||
| HD - HOME DEPOT INC | New Purchase | 2.03% | $18.9M | -4.94% | |||
| LLY - ELI LILLY & CO | New Purchase | 1.85% | $17.2M | +10.65% | |||
| JPM - JPMORGAN CHASE & CO. | New Purchase | 1.79% | $16.7M | ||||
| IVV - ISHARES TR | New Purchase | 1.64% | $15.3M | +1.92% | |||
| COST - COSTCO WHSL CORP NEW | New Purchase | 1.49% | $13.9M | -1.29% | |||
| NEE - NEXTERA ENERGY INC | New Purchase | 1.37% | $12.8M | +16.93% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | New Purchase | 1.36% | $12.6M | ||||
| MA - MASTERCARD INCORPORATED | New Purchase | 1.35% | $12.6M | +0.55% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 1.27% | $11.9M | -0.24% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | New Purchase | 1.23% | $11.5M | +0.53% | |||
| IGSB - ISHARES TR | New Purchase | 1.21% | $11.3M | +0.57% | |||
| MCD - MCDONALDS CORP | New Purchase | 1.19% | $11.1M | +1.09% | |||
| PG - PROCTER AND GAMBLE CO | New Purchase | 1.18% | $11.0M | +0.99% | |||
| BLK - BLACKROCK INC | New Purchase | 1.14% | $10.6M | ||||
| V - VISA INC | New Purchase | 1.09% | $10.1M | ||||
| AGG - ISHARES TR | New Purchase | 1.07% | $10.0M | +1.22% | |||
| CVX - CHEVRON CORP NEW | New Purchase | 1.06% | $9.9M | ||||
| JNJ - JOHNSON & JOHNSON | New Purchase | 1.04% | $9.7M | +8.10% | |||
| WMT - WALMART INC | New Purchase | 1.04% | $9.7M | +3.04% | |||
| IGIB - ISHARES TR | New Purchase | 1.03% | $9.6M | +1.02% | |||
| IJR - ISHARES TR | New Purchase | 1.02% | $9.5M | +1.47% | |||
| QQQ - INVESCO QQQ TR | New Purchase | 1.00% | $9.3M | +2.92% | |||
| AMGN - AMGEN INC | New Purchase | 0.97% | $9.1M | +2.20% | |||
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.94% | $8.8M | +3.51% | |||
| IJH - ISHARES TR | New Purchase | 0.87% | $8.1M | +0.52% | |||
| SJNK - SPDR SER TR | New Purchase | 0.86% | $8.0M | +0.10% | |||
| VO - VANGUARD INDEX FDS | New Purchase | 0.85% | $7.9M | ||||
| UNP - UNION PAC CORP | New Purchase | 0.78% | $7.2M | -5.55% | |||
| XOM - EXXON MOBIL CORP | New Purchase | 0.75% | $7.0M | +0.72% | |||
| ABT - ABBOTT LABS | New Purchase | 0.71% | $6.6M | -5.84% | |||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.69% | $6.4M | -0.27% | |||
| BX - BLACKSTONE INC | New Purchase | 0.68% | $6.3M | ||||
| CAT - CATERPILLAR INC | New Purchase | 0.65% | $6.1M | +10.90% | |||
| HON - HONEYWELL INTL INC | New Purchase | 0.60% | $5.6M | ||||
| TMUS - T-MOBILE US INC | New Purchase | 0.55% | $5.2M | -8.57% | |||
| AXP - AMERICAN EXPRESS CO | New Purchase | 0.54% | $5.1M | ||||
| IEFA - ISHARES TR | New Purchase | 0.54% | $5.1M | +2.33% | |||
| ABBV - ABBVIE INC | New Purchase | 0.54% | $5.0M | +3.44% | |||
| PEP - PEPSICO INC | New Purchase | 0.53% | $4.9M | +6.87% | |||
| CRM - SALESFORCE INC | New Purchase | 0.52% | $4.9M | ||||
| NFLX - NETFLIX INC | New Purchase | 0.52% | $4.9M | -10.17% | |||
| NOBL - PROSHARES TR | New Purchase | 0.52% | $4.8M | +0.88% | |||
| AVGO - BROADCOM INC | New Purchase | 0.51% | $4.8M | ||||
| CSCO - CISCO SYS INC | New Purchase | 0.50% | $4.7M | +4.96% | |||