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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-09-24 (Q4 2024) | Holdings: 781 | Value: $957.3M | 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 | Reduce 2% $(948.3K) | 6.28% | $60.1M | +3.80% | |||
| NVDA - NVIDIA CORPORATION | Reduce 5% $(2.7M) | 4.94% | $47.3M | +6.75% | |||
| SPY - SPDR S&P 500 ETF TR | 3.73% | $35.7M | |||||
| MSFT - MICROSOFT CORP | Reduce 1% $(407.2K) | 3.47% | $33.3M | +3.01% | |||
| AMZN - AMAZON COM INC | Reduce 2% $(663.2K) | 3.02% | $29.0M | +1.89% | |||
| GOOGL - ALPHABET INC | Reduce 3% $(681.1K) | 2.67% | $25.5M | ||||
| HD - HOME DEPOT INC | Reduce 2% $(470.3K) | 2.13% | $20.4M | -4.91% | |||
| JPM - JPMORGAN CHASE & CO. | Reduce 1% $(186.0K) | 1.76% | $16.9M | ||||
| LLY - ELI LILLY & CO | 1.71% | $16.4M | +11.90% | ||||
| IVV - ISHARES TR | Add 3% ($492.1K) | 1.60% | $15.3M | +2.93% | |||
| NEE - NEXTERA ENERGY INC | Reduce 3% $(453.9K) | 1.40% | $13.4M | +13.98% | |||
| COST - COSTCO WHSL CORP NEW | Add 1% ($145.7K) | 1.36% | $13.0M | -2.13% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | 1.31% | $12.6M | |||||
| MA - MASTERCARD INCORPORATED | Reduce 2% $(240.6K) | 1.29% | $12.4M | +1.67% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | 1.29% | $12.4M | +2.19% | ||||
| BLK - BLACKROCK INC | New Purchase | 1.21% | $11.6M | ||||
| MCD - MCDONALDS CORP | Reduce 2% $(236.5K) | 1.18% | $11.3M | -0.03% | |||
| PG - PROCTER AND GAMBLE CO | Add 4% ($409.6K) | 1.12% | $10.7M | +0.21% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(136.9K) | 1.11% | $10.7M | -0.82% | |||
| WMT - WALMART INC | Reduce 4% $(480.8K) | 1.09% | $10.4M | +2.86% | |||
| IGSB - ISHARES TR | Add 13% ($1.2M) | 1.06% | $10.1M | +0.76% | |||
| QQQ - INVESCO QQQ TR | Reduce 3% $(307.2K) | 1.05% | $10.1M | +4.20% | |||
| IJR - ISHARES TR | Add 6% ($554.3K) | 1.03% | $9.9M | +3.15% | |||
| V - VISA INC | Reduce 2% $(230.1K) | 0.97% | $9.3M | ||||
| AGG - ISHARES TR | Add 10% ($864.0K) | 0.95% | $9.1M | +1.47% | |||
| JNJ - JOHNSON & JOHNSON | Reduce 3% $(276.5K) | 0.94% | $9.0M | +7.45% | |||
| CVX - CHEVRON CORP NEW | Reduce 5% $(440.7K) | 0.91% | $8.7M | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 7% $(668.2K) | 0.90% | $8.6M | +3.90% | |||
| IGIB - ISHARES TR | Add 13% ($1.0M) | 0.89% | $8.5M | +1.42% | |||
| VO - VANGUARD INDEX FDS | Add 1% ($113.0K) | 0.82% | $7.9M | ||||
| IJH - ISHARES TR | Add 9% ($672.8K) | 0.81% | $7.8M | +2.17% | |||
| AMGN - AMGEN INC | 0.80% | $7.7M | +4.57% | ||||
| SJNK - SPDR SER TR | Add 8% ($595.8K) | 0.80% | $7.6M | +0.38% | |||
| BX - BLACKSTONE INC | Reduce 2% $(163.8K) | 0.77% | $7.4M | ||||
| AVGO - BROADCOM INC | Reduce 3% $(190.1K) | 0.76% | $7.3M | ||||
| UNP - UNION PAC CORP | 0.73% | $7.0M | -6.25% | ||||
| CAT - CATERPILLAR INC | Reduce 1% $(62.8K) | 0.70% | $6.7M | +12.81% | |||
| HON - HONEYWELL INTL INC | Reduce 4% $(277.8K) | 0.68% | $6.5M | ||||
| XOM - EXXON MOBIL CORP | Reduce 2% $(150.4K) | 0.66% | $6.3M | +0.65% | |||
| CRM - SALESFORCE INC | 0.63% | $6.0M | |||||
| ABT - ABBOTT LABS | Reduce 3% $(179.1K) | 0.58% | $5.6M | -5.22% | |||
| MRK - MERCK & CO INC | Reduce 3% $(155.9K) | 0.57% | $5.5M | +9.66% | |||
| AXP - AMERICAN EXPRESS CO | Add 7% ($337.5K) | 0.57% | $5.5M | ||||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.57% | $5.4M | -0.75% | ||||
| PEP - PEPSICO INC | Reduce 5% $(254.1K) | 0.56% | $5.3M | +5.98% | |||
| NOBL - PROSHARES TR | Add 1% ($32.9K) | 0.48% | $4.6M | +1.01% | |||
| IEFA - ISHARES TR | Add 16% ($631.3K) | 0.47% | $4.5M | +3.20% | |||
| CSCO - CISCO SYS INC | New Purchase | 0.47% | $4.5M | +5.55% | |||
| XLK - SELECT SECTOR SPDR TR | New Purchase | 0.45% | $4.4M | +6.38% | |||
| ANET - ARISTA NETWORKS INC | New Purchase | 0.45% | $4.3M | ||||
| ABBV - ABBVIE INC | Reduce 100% | 0.00% | $0.00 | ||||
| BLK - BLACKROCK INC | Reduce 100% | 0.00% | $0.00 | ||||
| KO - COCA COLA CO | Reduce 100% | 0.00% | $0.00 | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 100% | 0.00% | $0.00 | ||||