10,000+ stock pitches from top investors available on joinyellowbrick.com
Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-09-24 (Q2 2024) | Holdings: 767 | Value: $903.6M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | 5.66% | $51.1M | +3.80% | ||||
| NVDA - NVIDIA CORPORATION | Add 870% ($44.1M) | 5.44% | $49.2M | +6.75% | |||
| MSFT - MICROSOFT CORP | Add 2% ($632.4K) | 3.99% | $36.0M | +3.01% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 1% $(404.4K) | 3.73% | $33.7M | ||||
| AMZN - AMAZON COM INC | Add 1% ($343.2K) | 2.94% | $26.6M | +1.89% | |||
| GOOGL - ALPHABET INC | Add 1% ($380.0K) | 2.87% | $25.9M | ||||
| LLY - ELI LILLY & CO | Reduce 2% $(299.7K) | 2.15% | $19.4M | +11.90% | |||
| HD - HOME DEPOT INC | 2.11% | $19.1M | -4.91% | ||||
| JPM - JPMORGAN CHASE & CO. | Add 1% ($133.1K) | 1.62% | $14.6M | ||||
| NEE - NEXTERA ENERGY INC | Add 2% ($227.4K) | 1.55% | $14.0M | +13.98% | |||
| IVV - ISHARES TR | Add 30% ($2.9M) | 1.42% | $12.9M | +2.93% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | Add 1% ($76.9K) | 1.35% | $12.2M | ||||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Reduce 2% $(303.9K) | 1.31% | $11.9M | +2.19% | |||
| COST - COSTCO WHSL CORP NEW | Add 5% ($529.5K) | 1.31% | $11.8M | -2.13% | |||
| MCD - MCDONALDS CORP | Reduce 2% $(191.4K) | 1.18% | $10.7M | -0.03% | |||
| MA - MASTERCARD INCORPORATED | Add 5% ($489.2K) | 1.17% | $10.6M | +1.67% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 4% ($406.4K) | 1.14% | $10.3M | -0.82% | |||
| PG - PROCTER AND GAMBLE CO | Add 4% ($390.9K) | 1.13% | $10.2M | +0.21% | |||
| QQQ - INVESCO QQQ TR | Reduce 2% $(222.8K) | 1.11% | $10.0M | +4.20% | |||
| CVX - CHEVRON CORP NEW | 1.10% | $9.9M | |||||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(119.3K) | 1.08% | $9.8M | +7.45% | |||
| UNH - UNITEDHEALTH GROUP INC | Add 1% ($119.7K) | 1.06% | $9.6M | +3.90% | |||
| BLK - BLACKROCK INC | Add 7% ($575.5K) | 1.01% | $9.1M | ||||
| AMGN - AMGEN INC | Add 1% ($71.9K) | 1.01% | $9.1M | +4.57% | |||
| IGSB - ISHARES TR | Add 3% ($220.3K) | 0.97% | $8.8M | +0.76% | |||
| IJR - ISHARES TR | Reduce 2% $(207.8K) | 0.94% | $8.5M | +3.15% | |||
| WMT - WALMART INC | Add 1% ($67.8K) | 0.93% | $8.4M | +2.86% | |||
| V - VISA INC | 0.88% | $8.0M | |||||
| AGG - ISHARES TR | Add 35% ($1.9M) | 0.84% | $7.6M | +1.47% | |||
| VO - VANGUARD INDEX FDS | Add 3% ($201.7K) | 0.82% | $7.4M | ||||
| IGIB - ISHARES TR | Add 16% ($1.0M) | 0.80% | $7.2M | +1.42% | |||
| HON - HONEYWELL INTL INC | Reduce 4% $(302.4K) | 0.77% | $6.9M | ||||
| XOM - EXXON MOBIL CORP | Add 5% ($333.3K) | 0.76% | $6.9M | +0.65% | |||
| UNP - UNION PAC CORP | Add 5% ($349.8K) | 0.76% | $6.8M | -6.25% | |||
| MRK - MERCK & CO INC | Add 2% ($138.9K) | 0.73% | $6.6M | +9.66% | |||
| PEP - PEPSICO INC | 0.72% | $6.5M | +5.98% | ||||
| CAT - CATERPILLAR INC | Reduce 3% $(190.2K) | 0.69% | $6.3M | +12.81% | |||
| IJH - ISHARES TR | Add 7% ($410.2K) | 0.66% | $5.9M | +2.17% | |||
| SJNK - SPDR SER TR | Add 40% ($1.6M) | 0.64% | $5.8M | +0.38% | |||
| ABT - ABBOTT LABS | Reduce 4% $(240.1K) | 0.60% | $5.4M | -5.22% | |||
| BX - BLACKSTONE INC | Add 1% ($30.5K) | 0.60% | $5.4M | ||||
| AVGO - BROADCOM INC | New Purchase | 0.57% | $5.1M | ||||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.54% | $4.9M | -0.75% | ||||
| CRM - SALESFORCE INC | Reduce 5% $(252.2K) | 0.52% | $4.7M | ||||
| NOBL - PROSHARES TR | Reduce 2% $(111.1K) | 0.51% | $4.6M | +1.01% | |||
| GPC - GENUINE PARTS CO | Reduce 1% $(56.8K) | 0.47% | $4.3M | -5.13% | |||
| XLK - SELECT SECTOR SPDR TR | New Purchase | 0.47% | $4.2M | +6.38% | |||
| ABBV - ABBVIE INC | Reduce 2% $(83.5K) | 0.47% | $4.2M | +4.33% | |||
| CSCO - CISCO SYS INC | Add 1% ($32.4K) | 0.44% | $4.0M | +5.55% | |||
| IEFA - ISHARES TR | New Purchase | 0.44% | $3.9M | +3.20% | |||
| EMR - EMERSON ELEC CO | Reduce 100% | 0.00% | $0.00 | ||||
| SYK - STRYKER CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 100% | 0.00% | $0.00 | ||||