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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-10-01 (Q2 2023) | Holdings: 826 | Value: $766.5M | 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 3% ($1.3M) | 6.43% | $49.3M | +2.43% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 9% $(2.8M) | 3.63% | $27.8M | ||||
| MSFT - MICROSOFT CORP | Add 3% ($854.4K) | 3.56% | $27.3M | +1.15% | |||
| HD - HOME DEPOT INC | Reduce 1% $(121.1K) | 2.45% | $18.8M | -2.23% | |||
| NVDA - NVIDIA CORPORATION | 2.41% | $18.5M | -1.76% | ||||
| AMZN - AMAZON COM INC | Reduce 1% $(161.9K) | 2.38% | $18.2M | +1.45% | |||
| GOOGL - ALPHABET INC | 2.26% | $17.3M | |||||
| NEE - NEXTERA ENERGY INC | Reduce 1% $(158.6K) | 2.13% | $16.3M | +7.34% | |||
| MCD - MCDONALDS CORP | Add 2% ($220.2K) | 1.67% | $12.8M | +2.07% | |||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(60.7K) | 1.53% | $11.8M | +3.37% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Reduce 3% $(359.7K) | 1.52% | $11.7M | +0.81% | |||
| IGSB - ISHARES TR | Reduce 17% $(2.2M) | 1.37% | $10.5M | +0.45% | |||
| CVX - CHEVRON CORP NEW | Reduce 2% $(252.7K) | 1.36% | $10.4M | ||||
| JPM - JPMORGAN CHASE & CO | 1.33% | $10.2M | |||||
| LLY - LILLY ELI & CO | Reduce 2% $(167.4K) | 1.29% | $9.9M | +1.36% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | Add 27% ($2.1M) | 1.29% | $9.9M | ||||
| UNH - UNITEDHEALTH GROUP INC | 1.24% | $9.5M | +4.38% | ||||
| PG - PROCTER AND GAMBLE CO | Reduce 10% $(994.8K) | 1.22% | $9.4M | +0.55% | |||
| MA - MASTERCARD INCORPORATED | Reduce 1% $(123.9K) | 1.20% | $9.2M | +0.30% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(113.2K) | 1.12% | $8.6M | -0.98% | |||
| PEP - PEPSICO INC | Reduce 1% $(110.0K) | 1.08% | $8.3M | +6.81% | |||
| QQQ - INVESCO QQQ TR | Reduce 4% $(298.5K) | 1.04% | $8.0M | +1.65% | |||
| BLK - BLACKROCK INC | 1.02% | $7.8M | |||||
| IJR - ISHARES TR | Add 1% ($113.3K) | 1.01% | $7.7M | +1.57% | |||
| V - VISA INC | 0.99% | $7.6M | |||||
| HON - HONEYWELL INTL INC | Reduce 1% $(112.1K) | 0.99% | $7.6M | ||||
| UPS - UNITED PARCEL SERVICE INC | New Purchase | 0.93% | $7.1M | +3.01% | |||
| AMGN - AMGEN INC | Reduce 2% $(159.0K) | 0.92% | $7.0M | -2.20% | |||
| IGIB - ISHARES TR | Reduce 6% $(419.3K) | 0.91% | $7.0M | +0.83% | |||
| WMT - WALMART INC | Reduce 2% $(135.8K) | 0.89% | $6.9M | +4.65% | |||
| IVV - ISHARES TR | Add 33% ($1.7M) | 0.88% | $6.7M | +1.01% | |||
| COST - COSTCO WHSL CORP NEW | Add 3% ($201.4K) | 0.85% | $6.5M | +2.15% | |||
| VO - VANGUARD INDEX FDS | Reduce 3% $(227.4K) | 0.84% | $6.5M | ||||
| ABT - ABBOTT LABS | Reduce 1% $(89.8K) | 0.84% | $6.4M | -3.78% | |||
| MRK - MERCK & CO INC | Reduce 3% $(212.3K) | 0.81% | $6.2M | -2.73% | |||
| UNP - UNION PAC CORP | 0.79% | $6.0M | -8.00% | ||||
| XOM - EXXON MOBIL CORP | Reduce 30% $(2.5M) | 0.77% | $5.9M | +3.05% | |||
| GPC - GENUINE PARTS CO | Reduce 1% $(53.8K) | 0.75% | $5.8M | -5.42% | |||
| AGG - ISHARES TR | Reduce 11% $(685.4K) | 0.72% | $5.5M | +1.00% | |||
| CAT - CATERPILLAR INC | Reduce 1% $(31.0K) | 0.64% | $4.9M | +7.68% | |||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 5% $(250.0K) | 0.62% | $4.8M | -9.39% | |||
| NOBL - PROSHARES TR | Reduce 2% $(73.3K) | 0.60% | $4.6M | +0.51% | |||
| CSCO - CISCO SYS INC | Reduce 7% $(346.1K) | 0.60% | $4.6M | +2.72% | |||
| ABBV - ABBVIE INC | 0.55% | $4.2M | -4.67% | ||||
| KO - COCA COLA CO | Add 9% ($327.7K) | 0.54% | $4.1M | +4.79% | |||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.54% | $4.1M | -0.67% | |||
| CRM - SALESFORCE INC | Reduce 5% $(218.2K) | 0.54% | $4.1M | ||||
| PFE - PFIZER INC | Reduce 4% $(169.1K) | 0.50% | $3.8M | -8.06% | |||
| SYK - STRYKER CORPORATION | New Purchase | 0.50% | $3.8M | +5.57% | |||
| BX - BLACKSTONE INC | Add 1% ($26.4K) | 0.49% | $3.8M | ||||
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 100% | 0.00% | $0.00 | ||||
| EMR - EMERSON ELEC CO | Reduce 100% | 0.00% | $0.00 | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 100% | 0.00% | $0.00 | ||||