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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-10-01 (Q3 2023) | Holdings: 777 | Value: $733.1M | 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 | 5.94% | $43.5M | +2.43% | ||||
| SPY - SPDR S&P 500 ETF TR | Add 1% ($372.8K) | 3.71% | $27.2M | ||||
| MSFT - MICROSOFT CORP | Add 1% ($147.5K) | 3.47% | $25.4M | +1.15% | |||
| GOOGL - ALPHABET INC | 2.59% | $19.0M | |||||
| NVDA - NVIDIA CORPORATION | Reduce 1% $(156.2K) | 2.57% | $18.9M | -1.76% | |||
| HD - HOME DEPOT INC | Reduce 1% $(215.4K) | 2.46% | $18.1M | -2.23% | |||
| AMZN - AMAZON COM INC | 2.42% | $17.8M | +1.45% | ||||
| NEE - NEXTERA ENERGY INC | Reduce 3% $(369.1K) | 1.67% | $12.2M | +7.34% | |||
| LLY - ELI LILLY & CO | Add 3% ($317.4K) | 1.59% | $11.6M | +1.36% | |||
| MCD - MCDONALDS CORP | 1.54% | $11.3M | +2.07% | ||||
| CVX - CHEVRON CORP NEW | Add 1% ($157.0K) | 1.54% | $11.3M | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(80.7K) | 1.50% | $11.0M | +3.37% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Reduce 2% $(274.9K) | 1.48% | $10.8M | +0.81% | |||
| JPM - JPMORGAN CHASE & CO | Add 1% ($62.6K) | 1.40% | $10.2M | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 1% $(76.1K) | 1.35% | $9.9M | +4.38% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | Add 6% ($524.4K) | 1.34% | $9.9M | ||||
| MA - MASTERCARD INCORPORATED | Reduce 1% $(82.0K) | 1.25% | $9.2M | +0.30% | |||
| PG - PROCTER AND GAMBLE CO | Reduce 2% $(163.7K) | 1.21% | $8.9M | +0.55% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(77.4K) | 1.19% | $8.8M | -0.98% | |||
| IGSB - ISHARES TR | Reduce 17% $(1.7M) | 1.18% | $8.7M | +0.45% | |||
| AMGN - AMGEN INC | Reduce 2% $(161.5K) | 1.14% | $8.4M | -2.20% | |||
| QQQ - INVESCO QQQ TR | Add 1% ($98.2K) | 1.07% | $7.9M | +1.65% | |||
| IJR - ISHARES TR | Add 4% ($282.2K) | 1.03% | $7.6M | +1.57% | |||
| PEP - PEPSICO INC | Reduce 2% $(173.7K) | 1.01% | $7.4M | +6.81% | |||
| BLK - BLACKROCK INC | Reduce 1% $(60.1K) | 0.99% | $7.2M | ||||
| V - VISA INC | Reduce 2% $(110.4K) | 0.98% | $7.2M | ||||
| COST - COSTCO WHSL CORP NEW | Add 2% ($151.4K) | 0.95% | $7.0M | +2.15% | |||
| WMT - WALMART INC | Reduce 1% $(39.2K) | 0.95% | $6.9M | +4.65% | |||
| IVV - ISHARES TR | Add 4% ($241.3K) | 0.92% | $6.7M | +1.01% | |||
| HON - HONEYWELL INTL INC | 0.91% | $6.7M | |||||
| XOM - EXXON MOBIL CORP | 0.88% | $6.5M | +3.05% | ||||
| IGIB - ISHARES TR | Reduce 8% $(504.1K) | 0.85% | $6.2M | +0.83% | |||
| VO - VANGUARD INDEX FDS | Add 1% ($67.1K) | 0.84% | $6.2M | ||||
| UPS - UNITED PARCEL SERVICE INC | Reduce 1% $(62.2K) | 0.84% | $6.1M | +3.01% | |||
| UNP - UNION PAC CORP | Add 1% ($82.7K) | 0.83% | $6.1M | -8.00% | |||
| ABT - ABBOTT LABS | Reduce 2% $(118.8K) | 0.76% | $5.6M | -3.78% | |||
| MRK - MERCK & CO INC | 0.76% | $5.6M | -2.73% | ||||
| CAT - CATERPILLAR INC | 0.75% | $5.5M | +7.68% | ||||
| GPC - GENUINE PARTS CO | Reduce 1% $(56.5K) | 0.66% | $4.9M | -5.42% | |||
| CSCO - CISCO SYS INC | Reduce 1% $(31.9K) | 0.64% | $4.7M | +2.72% | |||
| AGG - ISHARES TR | Reduce 12% $(614.3K) | 0.64% | $4.7M | +1.00% | |||
| NOBL - PROSHARES TR | Add 1% ($64.9K) | 0.60% | $4.4M | +0.51% | |||
| BX - BLACKSTONE INC | Add 1% ($60.3K) | 0.60% | $4.4M | ||||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.58% | $4.3M | -0.67% | ||||
| ABBV - ABBVIE INC | Reduce 9% $(402.3K) | 0.58% | $4.2M | -4.67% | |||
| KO - COCA COLA CO | Add 4% ($148.8K) | 0.55% | $4.0M | +4.79% | |||
| CRM - SALESFORCE INC | Reduce 3% $(136.5K) | 0.52% | $3.8M | ||||
| IJH - ISHARES TR | New Purchase | 0.52% | $3.8M | +0.78% | |||
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.50% | $3.7M | ||||
| EMR - EMERSON ELEC CO | New Purchase | 0.49% | $3.6M | +0.33% | |||
| PFE - PFIZER INC | Reduce 100% | 0.00% | $0.00 | ||||
| SYK - STRYKER CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | ||||