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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-10-01 (Q4 2023) | Holdings: 777 | Value: $792.1M | 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 | Reduce 3% $(1.7M) | 5.96% | $47.2M | +2.43% | |||
| SPY - SPDR S&P 500 ETF TR | 3.81% | $30.1M | |||||
| MSFT - MICROSOFT CORP | Reduce 1% $(189.9K) | 3.80% | $30.1M | +1.15% | |||
| NVDA - NVIDIA CORPORATION | Reduce 1% $(311.5K) | 2.67% | $21.2M | -1.76% | |||
| AMZN - AMAZON COM INC | Reduce 2% $(400.5K) | 2.63% | $20.8M | +1.45% | |||
| GOOGL - ALPHABET INC | Reduce 1% $(231.2K) | 2.53% | $20.0M | ||||
| HD - HOME DEPOT INC | Reduce 5% $(1.0M) | 2.48% | $19.7M | -2.23% | |||
| LLY - ELI LILLY & CO | Add 2% ($192.4K) | 1.62% | $12.8M | +1.36% | |||
| MCD - MCDONALDS CORP | 1.61% | $12.8M | +2.07% | ||||
| NEE - NEXTERA ENERGY INC | Reduce 3% $(385.2K) | 1.59% | $12.6M | +7.34% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Reduce 1% $(171.5K) | 1.50% | $11.9M | +0.81% | |||
| JPM - JPMORGAN CHASE & CO | Reduce 2% $(194.8K) | 1.49% | $11.8M | ||||
| RSP - INVESCO EXCHANGE TRADED FD T | 1.39% | $11.0M | |||||
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(242.5K) | 1.36% | $10.8M | +3.37% | |||
| UNH - UNITEDHEALTH GROUP INC | Reduce 2% $(156.9K) | 1.28% | $10.2M | +4.38% | |||
| MA - MASTERCARD INCORPORATED | Reduce 1% $(56.3K) | 1.24% | $9.8M | +0.30% | |||
| CVX - CHEVRON CORP NEW | Reduce 6% $(556.7K) | 1.19% | $9.4M | ||||
| QQQ - INVESCO QQQ TR | 1.13% | $9.0M | +1.65% | ||||
| PG - PROCTER AND GAMBLE CO | 1.13% | $8.9M | +0.55% | ||||
| BLK - BLACKROCK INC | Reduce 2% $(206.2K) | 1.12% | $8.9M | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(84.2K) | 1.12% | $8.8M | -0.98% | |||
| IJR - ISHARES TR | Add 1% ($115.3K) | 1.11% | $8.8M | +1.57% | |||
| COST - COSTCO WHSL CORP NEW | Add 5% ($378.2K) | 1.07% | $8.5M | +2.15% | |||
| AMGN - AMGEN INC | Reduce 5% $(482.4K) | 1.07% | $8.5M | -2.20% | |||
| IVV - ISHARES TR | Add 8% ($627.6K) | 1.03% | $8.1M | +1.01% | |||
| IGSB - ISHARES TR | Reduce 9% $(820.7K) | 1.02% | $8.1M | +0.45% | |||
| V - VISA INC | Reduce 1% $(99.7K) | 1.02% | $8.1M | ||||
| HON - HONEYWELL INTL INC | 0.96% | $7.6M | |||||
| VO - VANGUARD INDEX FDS | 0.87% | $6.9M | |||||
| PEP - PEPSICO INC | Reduce 9% $(646.8K) | 0.86% | $6.8M | +6.81% | |||
| UNP - UNION PAC CORP | Reduce 8% $(562.7K) | 0.85% | $6.8M | -8.00% | |||
| WMT - WALMART INC | Reduce 4% $(250.0K) | 0.83% | $6.6M | +4.65% | |||
| ABT - ABBOTT LABS | Reduce 2% $(153.5K) | 0.78% | $6.2M | -3.78% | |||
| IGIB - ISHARES TR | Reduce 7% $(484.2K) | 0.77% | $6.1M | +0.83% | |||
| UPS - UNITED PARCEL SERVICE INC | Reduce 2% $(137.3K) | 0.77% | $6.1M | +3.01% | |||
| CAT - CATERPILLAR INC | Reduce 1% $(64.2K) | 0.74% | $5.9M | +7.68% | |||
| MRK - MERCK & CO INC | Reduce 2% $(110.0K) | 0.73% | $5.8M | -2.73% | |||
| XOM - EXXON MOBIL CORP | 0.70% | $5.5M | +3.05% | ||||
| BX - BLACKSTONE INC | 0.68% | $5.4M | |||||
| AGG - ISHARES TR | Add 2% ($96.0K) | 0.64% | $5.0M | +1.00% | |||
| CRM - SALESFORCE INC | Reduce 1% $(39.7K) | 0.62% | $4.9M | ||||
| NOBL - PROSHARES TR | Reduce 1% $(66.0K) | 0.59% | $4.7M | +0.51% | |||
| GPC - GENUINE PARTS CO | 0.59% | $4.7M | -5.42% | ||||
| IJH - ISHARES TR | Add 7% ($288.0K) | 0.57% | $4.5M | +0.78% | |||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.55% | $4.3M | -0.67% | ||||
| CSCO - CISCO SYS INC | Reduce 3% $(114.8K) | 0.55% | $4.3M | +2.72% | |||
| KO - COCA COLA CO | Add 2% ($71.3K) | 0.54% | $4.3M | +4.79% | |||
| ACN - ACCENTURE PLC IRELAND | Add 1% ($21.4K) | 0.53% | $4.2M | ||||
| ABBV - ABBVIE INC | Reduce 11% $(470.0K) | 0.50% | $3.9M | -4.67% | |||
| ADBE - ADOBE INC | New Purchase | 0.47% | $3.7M | +2.84% | |||
| EMR - EMERSON ELEC CO | Reduce 100% | 0.00% | $0.00 | ||||