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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-09-24 (Q3 2024) | Holdings: 774 | Value: $952.2M | 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 | Add 1% ($292.6K) | 5.97% | $56.8M | +3.80% | |||
| NVDA - NVIDIA CORPORATION | Reduce 6% $(3.1M) | 4.75% | $45.2M | +6.75% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 1% $(507.8K) | 3.67% | $35.0M | ||||
| MSFT - MICROSOFT CORP | Reduce 1% $(325.3K) | 3.61% | $34.4M | +3.01% | |||
| AMZN - AMAZON COM INC | Reduce 2% $(473.7K) | 2.64% | $25.2M | +1.89% | |||
| GOOGL - ALPHABET INC | Reduce 3% $(631.4K) | 2.41% | $23.0M | ||||
| HD - HOME DEPOT INC | Reduce 3% $(780.8K) | 2.28% | $21.7M | -4.91% | |||
| LLY - ELI LILLY & CO | Reduce 1% $(250.7K) | 1.97% | $18.8M | +11.90% | |||
| NEE - NEXTERA ENERGY INC | Reduce 2% $(319.8K) | 1.72% | $16.4M | +13.98% | |||
| JPM - JPMORGAN CHASE & CO. | Reduce 1% $(207.5K) | 1.58% | $15.0M | ||||
| IVV - ISHARES TR | Add 7% ($929.8K) | 1.52% | $14.5M | +2.93% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | Reduce 3% $(411.7K) | 1.35% | $12.9M | ||||
| COST - COSTCO WHSL CORP NEW | Add 1% ($107.3K) | 1.31% | $12.5M | -2.13% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Reduce 2% $(247.8K) | 1.30% | $12.4M | +2.19% | |||
| MCD - MCDONALDS CORP | Reduce 5% $(685.1K) | 1.27% | $12.1M | -0.03% | |||
| MA - MASTERCARD INCORPORATED | 1.24% | $11.8M | +1.67% | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 6% $(678.0K) | 1.15% | $11.0M | -0.82% | |||
| BLK - BLACKROCK INC | Reduce 2% $(165.2K) | 1.14% | $10.8M | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 3% $(335.0K) | 1.12% | $10.7M | +3.90% | |||
| PG - PROCTER AND GAMBLE CO | Reduce 1% $(60.6K) | 1.12% | $10.6M | +0.21% | |||
| JNJ - JOHNSON & JOHNSON | Reduce 4% $(438.0K) | 1.09% | $10.4M | +7.45% | |||
| QQQ - INVESCO QQQ TR | Reduce 3% $(314.8K) | 1.04% | $9.9M | +4.20% | |||
| WMT - WALMART INC | Reduce 3% $(282.6K) | 1.02% | $9.8M | +2.86% | |||
| AMGN - AMGEN INC | Add 1% ($98.6K) | 1.00% | $9.5M | +4.57% | |||
| IJR - ISHARES TR | Add 1% ($121.6K) | 0.99% | $9.5M | +3.15% | |||
| CVX - CHEVRON CORP NEW | Reduce 1% $(102.1K) | 0.97% | $9.3M | ||||
| IGSB - ISHARES TR | Add 1% ($115.5K) | 0.96% | $9.1M | +0.76% | |||
| AGG - ISHARES TR | Add 9% ($717.8K) | 0.90% | $8.6M | +1.47% | |||
| V - VISA INC | Reduce 1% $(56.6K) | 0.87% | $8.3M | ||||
| IGIB - ISHARES TR | Add 4% ($288.2K) | 0.82% | $7.8M | +1.42% | |||
| VO - VANGUARD INDEX FDS | Reduce 4% $(332.4K) | 0.82% | $7.8M | ||||
| UNP - UNION PAC CORP | Add 2% ($157.0K) | 0.80% | $7.6M | -6.25% | |||
| CAT - CATERPILLAR INC | 0.77% | $7.3M | +12.81% | ||||
| SJNK - SPDR SER TR | Add 20% ($1.2M) | 0.75% | $7.2M | +0.38% | |||
| IJH - ISHARES TR | Add 12% ($771.0K) | 0.75% | $7.1M | +2.17% | |||
| XOM - EXXON MOBIL CORP | 0.74% | $7.0M | +0.65% | ||||
| BX - BLACKSTONE INC | Add 1% ($47.3K) | 0.71% | $6.7M | ||||
| MRK - MERCK & CO INC | Add 6% ($367.8K) | 0.68% | $6.5M | +9.66% | |||
| PEP - PEPSICO INC | Reduce 7% $(484.3K) | 0.66% | $6.2M | +5.98% | |||
| HON - HONEYWELL INTL INC | Reduce 7% $(489.5K) | 0.65% | $6.2M | ||||
| ABT - ABBOTT LABS | Reduce 2% $(147.3K) | 0.61% | $5.8M | -5.22% | |||
| AVGO - BROADCOM INC | Add 918% ($5.0M) | 0.59% | $5.6M | ||||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.58% | $5.5M | -0.75% | ||||
| ABBV - ABBVIE INC | Add 2% ($106.2K) | 0.52% | $4.9M | +4.33% | |||
| NOBL - PROSHARES TR | Reduce 3% $(152.1K) | 0.52% | $4.9M | +1.01% | |||
| CRM - SALESFORCE INC | Reduce 3% $(139.9K) | 0.51% | $4.9M | ||||
| AXP - AMERICAN EXPRESS CO | New Purchase | 0.49% | $4.7M | ||||
| KO - COCA COLA CO | New Purchase | 0.46% | $4.4M | +4.43% | |||
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.46% | $4.4M | ||||
| IEFA - ISHARES TR | Add 2% ($74.6K) | 0.45% | $4.3M | +3.20% | |||
| CSCO - CISCO SYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| GPC - GENUINE PARTS CO | Reduce 100% | 0.00% | $0.00 | ||||
| XLK - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||