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: 2025-10-01 (Q1 2023) | Holdings: 799 | Value: $720.7M | 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 | Reduce 1% $(237.8K) | 5.66% | $40.8M | +2.43% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 3% $(957.6K) | 3.93% | $28.3M | ||||
| MSFT - MICROSOFT CORP | Reduce 6% $(1.4M) | 3.11% | $22.4M | +1.15% | |||
| HD - HOME DEPOT INC | 2.49% | $18.0M | -2.23% | ||||
| NEE - NEXTERA ENERGY INC | Reduce 1% $(168.2K) | 2.37% | $17.1M | +7.34% | |||
| GOOGL - ALPHABET INC | Reduce 1% $(195.5K) | 2.09% | $15.1M | ||||
| AMZN - AMAZON COM INC | 2.02% | $14.6M | +1.45% | ||||
| IGSB - ISHARES TR | Reduce 19% $(3.0M) | 1.77% | $12.8M | +0.45% | |||
| NVDA - NVIDIA CORPORATION | 1.68% | $12.1M | -1.76% | ||||
| MCD - MCDONALDS CORP | Reduce 5% $(672.2K) | 1.63% | $11.8M | +2.07% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Reduce 2% $(199.4K) | 1.60% | $11.5M | +0.81% | |||
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(236.4K) | 1.54% | $11.1M | +3.37% | |||
| CVX - CHEVRON CORP NEW | 1.53% | $11.0M | |||||
| PG - PROCTER AND GAMBLE CO | Reduce 1% $(114.5K) | 1.41% | $10.2M | +0.55% | |||
| UNH - UNITEDHEALTH GROUP INC | Reduce 1% $(95.9K) | 1.30% | $9.3M | +4.38% | |||
| JPM - JPMORGAN CHASE & CO | Reduce 3% $(286.2K) | 1.27% | $9.1M | ||||
| XOM - EXXON MOBIL CORP | Reduce 1% $(101.4K) | 1.20% | $8.7M | +3.05% | |||
| MA - MASTERCARD INCORPORATED | 1.19% | $8.6M | +0.30% | ||||
| PEP - PEPSICO INC | 1.15% | $8.3M | +6.81% | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.09% | $7.9M | -0.98% | ||||
| AMGN - AMGEN INC | 1.09% | $7.8M | -2.20% | ||||
| BLK - BLACKROCK INC | Reduce 2% $(131.8K) | 1.05% | $7.6M | ||||
| IGIB - ISHARES TR | Reduce 7% $(599.3K) | 1.04% | $7.5M | +0.83% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | Add 4% ($256.1K) | 1.04% | $7.5M | ||||
| IJR - ISHARES TR | Reduce 1% $(67.6K) | 1.02% | $7.4M | +1.57% | |||
| LLY - LILLY ELI & CO | 1.02% | $7.4M | +1.36% | ||||
| QQQ - INVESCO QQQ TR | Reduce 1% $(107.5K) | 1.00% | $7.2M | +1.65% | |||
| V - VISA INC | Reduce 3% $(196.4K) | 1.00% | $7.2M | ||||
| HON - HONEYWELL INTL INC | Reduce 3% $(242.7K) | 0.98% | $7.1M | ||||
| WMT - WALMART INC | Reduce 1% $(81.7K) | 0.91% | $6.6M | +4.65% | |||
| VO - VANGUARD INDEX FDS | 0.89% | $6.4M | |||||
| AGG - ISHARES TR | Reduce 19% $(1.5M) | 0.88% | $6.3M | +1.00% | |||
| ABT - ABBOTT LABS | Reduce 2% $(101.9K) | 0.84% | $6.1M | -3.78% | |||
| UNP - UNION PAC CORP | 0.82% | $5.9M | -8.00% | ||||
| MRK - MERCK & CO INC | Reduce 2% $(135.4K) | 0.82% | $5.9M | -2.73% | |||
| COST - COSTCO WHSL CORP NEW | Add 2% ($117.3K) | 0.80% | $5.8M | +2.15% | |||
| GPC - GENUINE PARTS CO | Reduce 3% $(160.8K) | 0.80% | $5.7M | -5.42% | |||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 4% $(236.8K) | 0.73% | $5.2M | -9.39% | |||
| CSCO - CISCO SYS INC | Reduce 3% $(166.8K) | 0.69% | $5.0M | +2.72% | |||
| ABBV - ABBVIE INC | Reduce 1% $(27.1K) | 0.68% | $4.9M | -4.67% | |||
| IVV - ISHARES TR | New Purchase | 0.65% | $4.7M | +1.01% | |||
| CAT - CATERPILLAR INC | Reduce 1% $(35.7K) | 0.64% | $4.6M | +7.68% | |||
| NOBL - PROSHARES TR | Add 8% ($324.7K) | 0.63% | $4.6M | +0.51% | |||
| PFE - PFIZER INC | Reduce 1% $(57.4K) | 0.62% | $4.5M | -8.06% | |||
| CRM - SALESFORCE INC | New Purchase | 0.57% | $4.1M | ||||
| KO - COCA COLA CO | Reduce 6% $(243.8K) | 0.55% | $3.9M | +4.79% | |||
| BX - BLACKSTONE INC | New Purchase | 0.49% | $3.5M | ||||
| BMY - BRISTOL-MYERS SQUIBB CO | New Purchase | 0.48% | $3.4M | -5.64% | |||
| EMR - EMERSON ELEC CO | Reduce 2% $(55.4K) | 0.48% | $3.4M | +0.33% | |||
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.47% | $3.4M | ||||
| BAC - BANK AMERICA CORP | Reduce 100% | 0.00% | $0.00 | ||||
| LMT - LOCKHEED MARTIN CORP | Reduce 100% | 0.00% | $0.00 | ||||
| RTX - RAYTHEON TECHNOLOGIES CORP | Reduce 100% | 0.00% | $0.00 | ||||
| MMM - 3M CO | Reduce 100% | 0.00% | $0.00 | ||||
| VTIP - VANGUARD MALVERN FDS | Reduce 100% | 0.00% | $0.00 | ||||