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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-09-24 (Q1 2024) | Holdings: 778 | Value: $859.1M | 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 | 4.82% | $41.4M | +3.80% | |||
| NVDA - NVIDIA CORPORATION | New Purchase | 4.32% | $37.1M | +6.75% | |||
| MSFT - MICROSOFT CORP | New Purchase | 3.88% | $33.3M | +3.01% | |||
| SPY - SPDR S&P 500 ETF TR | New Purchase | 3.81% | $32.7M | ||||
| AMZN - AMAZON COM INC | New Purchase | 2.85% | $24.5M | +1.89% | |||
| HD - HOME DEPOT INC | New Purchase | 2.48% | $21.3M | -4.91% | |||
| GOOGL - ALPHABET INC | New Purchase | 2.46% | $21.2M | ||||
| LLY - ELI LILLY & CO | New Purchase | 1.97% | $17.0M | +11.90% | |||
| JPM - JPMORGAN CHASE & CO | New Purchase | 1.67% | $14.3M | ||||
| MDY - SPDR S&P MIDCAP 400 ETF TR | New Purchase | 1.47% | $12.6M | +2.19% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | New Purchase | 1.46% | $12.5M | ||||
| NEE - NEXTERA ENERGY INC | New Purchase | 1.44% | $12.4M | +13.98% | |||
| MCD - MCDONALDS CORP | New Purchase | 1.40% | $12.0M | -0.03% | |||
| MA - MASTERCARD INCORPORATED | New Purchase | 1.28% | $11.0M | +1.67% | |||
| JNJ - JOHNSON & JOHNSON | New Purchase | 1.25% | $10.7M | +7.45% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 1.19% | $10.2M | -0.82% | |||
| CVX - CHEVRON CORP NEW | New Purchase | 1.16% | $10.0M | ||||
| COST - COSTCO WHSL CORP NEW | New Purchase | 1.13% | $9.7M | -2.13% | |||
| PG - PROCTER AND GAMBLE CO | New Purchase | 1.12% | $9.6M | +0.21% | |||
| IVV - ISHARES TR | New Purchase | 1.11% | $9.5M | +2.93% | |||
| QQQ - INVESCO QQQ TR | New Purchase | 1.10% | $9.5M | +4.20% | |||
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 1.07% | $9.2M | +3.90% | |||
| BLK - BLACKROCK INC | New Purchase | 1.05% | $9.1M | ||||
| IJR - ISHARES TR | New Purchase | 1.05% | $9.1M | +3.15% | |||
| IGSB - ISHARES TR | New Purchase | 1.00% | $8.6M | +0.76% | |||
| V - VISA INC | New Purchase | 0.99% | $8.5M | ||||
| AMGN - AMGEN INC | New Purchase | 0.96% | $8.2M | +4.57% | |||
| VO - VANGUARD INDEX FDS | New Purchase | 0.87% | $7.5M | ||||
| WMT - WALMART INC | New Purchase | 0.86% | $7.4M | +2.86% | |||
| CAT - CATERPILLAR INC | New Purchase | 0.83% | $7.1M | +12.81% | |||
| UNP - UNION PAC CORP | New Purchase | 0.82% | $7.1M | -6.25% | |||
| HON - HONEYWELL INTL INC | New Purchase | 0.81% | $7.0M | ||||
| MRK - MERCK & CO INC | New Purchase | 0.81% | $6.9M | +9.66% | |||
| PEP - PEPSICO INC | New Purchase | 0.80% | $6.9M | +5.98% | |||
| XOM - EXXON MOBIL CORP | New Purchase | 0.77% | $6.6M | +0.65% | |||
| IGIB - ISHARES TR | New Purchase | 0.73% | $6.2M | +1.42% | |||
| ABT - ABBOTT LABS | New Purchase | 0.72% | $6.2M | -5.22% | |||
| CRM - SALESFORCE INC | New Purchase | 0.68% | $5.8M | ||||
| IJH - ISHARES TR | New Purchase | 0.67% | $5.7M | +2.17% | |||
| BX - BLACKSTONE INC | New Purchase | 0.66% | $5.7M | ||||
| AGG - ISHARES TR | New Purchase | 0.66% | $5.7M | +1.47% | |||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.59% | $5.1M | -0.75% | |||
| NOBL - PROSHARES TR | New Purchase | 0.58% | $4.9M | +1.01% | |||
| GPC - GENUINE PARTS CO | New Purchase | 0.57% | $4.9M | -5.13% | |||
| ABBV - ABBVIE INC | New Purchase | 0.53% | $4.6M | +4.33% | |||
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.50% | $4.3M | ||||
| SJNK - SPDR SER TR | New Purchase | 0.49% | $4.2M | +0.38% | |||
| CSCO - CISCO SYS INC | New Purchase | 0.49% | $4.2M | +5.55% | |||
| SYK - STRYKER CORPORATION | New Purchase | 0.48% | $4.1M | +4.01% | |||
| EMR - EMERSON ELEC CO | New Purchase | 0.45% | $3.8M | +2.00% | |||