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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-10-01 (Q4 2022) | Holdings: 798 | Value: $707.1M | 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% $(860.3K) | 4.57% | $32.3M | +2.43% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 3% $(763.7K) | 3.87% | $27.3M | ||||
| MSFT - MICROSOFT CORP | Add 2% ($336.2K) | 2.79% | $19.8M | +1.15% | |||
| HD - HOME DEPOT INC | Reduce 3% $(502.5K) | 2.71% | $19.1M | -2.23% | |||
| NEE - NEXTERA ENERGY INC | Reduce 2% $(381.0K) | 2.65% | $18.7M | +7.34% | |||
| IGSB - ISHARES TR | Reduce 26% $(5.5M) | 2.20% | $15.6M | +0.45% | |||
| GOOGL - ALPHABET INC | Reduce 2% $(326.8K) | 1.84% | $13.0M | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(176.6K) | 1.82% | $12.9M | +3.37% | |||
| CVX - CHEVRON CORP NEW | Reduce 2% $(185.6K) | 1.72% | $12.1M | ||||
| AMZN - AMAZON COM INC | Reduce 1% $(163.0K) | 1.67% | $11.8M | +1.45% | |||
| MCD - MCDONALDS CORP | Add 1% ($108.0K) | 1.66% | $11.7M | +2.07% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Add 1% ($99.6K) | 1.60% | $11.3M | +0.81% | |||
| UNH - UNITEDHEALTH GROUP INC | Reduce 1% $(105.0K) | 1.50% | $10.6M | +4.38% | |||
| PG - PROCTER AND GAMBLE CO | Reduce 1% $(68.8K) | 1.48% | $10.5M | +0.55% | |||
| JPM - JPMORGAN CHASE & CO | Reduce 2% $(206.9K) | 1.37% | $9.7M | ||||
| XOM - EXXON MOBIL CORP | Add 5% ($412.6K) | 1.25% | $8.8M | +3.05% | |||
| AMGN - AMGEN INC | Reduce 1% $(87.2K) | 1.21% | $8.5M | -2.20% | |||
| MA - MASTERCARD INCORPORATED | Reduce 2% $(130.7K) | 1.16% | $8.2M | +0.30% | |||
| HON - HONEYWELL INTL INC | Reduce 1% $(107.6K) | 1.16% | $8.2M | ||||
| PEP - PEPSICO INC | Reduce 3% $(230.0K) | 1.16% | $8.2M | +6.81% | |||
| BLK - BLACKROCK INC | Reduce 1% $(54.6K) | 1.15% | $8.2M | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(69.5K) | 1.12% | $7.9M | -0.98% | |||
| LLY - LILLY ELI & CO | Reduce 3% $(251.0K) | 1.10% | $7.8M | +1.36% | |||
| IGIB - ISHARES TR | Reduce 25% $(2.6M) | 1.10% | $7.8M | +0.83% | |||
| AGG - ISHARES TR | Reduce 24% $(2.4M) | 1.07% | $7.6M | +1.00% | |||
| IJR - ISHARES TR | Reduce 3% $(232.8K) | 1.03% | $7.3M | +1.57% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | Add 2% ($125.4K) | 1.00% | $7.0M | ||||
| V - VISA INC | Reduce 1% $(92.7K) | 0.96% | $6.8M | ||||
| ABT - ABBOTT LABS | Reduce 3% $(190.0K) | 0.94% | $6.7M | -3.78% | |||
| NVDA - NVIDIA CORPORATION | Reduce 4% $(279.1K) | 0.90% | $6.4M | -1.76% | |||
| WMT - WALMART INC | 0.90% | $6.4M | +4.65% | ||||
| MRK - MERCK & CO INC | Add 1% ($71.3K) | 0.89% | $6.3M | -2.73% | |||
| VO - VANGUARD INDEX FDS | Reduce 4% $(263.1K) | 0.88% | $6.2M | ||||
| GPC - GENUINE PARTS CO | Add 1% ($35.4K) | 0.87% | $6.1M | -5.42% | |||
| UNP - UNION PAC CORP | Reduce 1% $(53.2K) | 0.86% | $6.1M | -8.00% | |||
| QQQ - INVESCO QQQ TR | Reduce 4% $(222.1K) | 0.86% | $6.1M | +1.65% | |||
| PFE - PFIZER INC | Add 2% ($136.4K) | 0.80% | $5.7M | -8.06% | |||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 2% $(136.2K) | 0.78% | $5.5M | -9.39% | |||
| COST - COSTCO WHSL CORP NEW | 0.74% | $5.2M | +2.15% | ||||
| ABBV - ABBVIE INC | Reduce 6% $(319.2K) | 0.71% | $5.0M | -4.67% | |||
| CAT - CATERPILLAR INC | New Purchase | 0.69% | $4.9M | +7.68% | |||
| CSCO - CISCO SYS INC | Reduce 1% $(67.8K) | 0.66% | $4.7M | +2.72% | |||
| VTIP - VANGUARD MALVERN FDS | Reduce 34% $(2.3M) | 0.63% | $4.5M | +0.28% | |||
| KO - COCA COLA CO | Reduce 4% $(162.6K) | 0.61% | $4.3M | +4.79% | |||
| NOBL - PROSHARES TR | Add 1% ($25.2K) | 0.59% | $4.2M | +0.51% | |||
| EMR - EMERSON ELEC CO | New Purchase | 0.54% | $3.8M | +0.33% | |||
| LMT - LOCKHEED MARTIN CORP | New Purchase | 0.54% | $3.8M | -2.77% | |||
| BAC - BANK AMERICA CORP | Add 4% ($136.7K) | 0.54% | $3.8M | ||||
| MMM - 3M CO | Reduce 2% $(91.9K) | 0.53% | $3.8M | +7.15% | |||
| RTX - RAYTHEON TECHNOLOGIES CORP | New Purchase | 0.53% | $3.7M | ||||
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 100% | 0.00% | $0.00 | ||||
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | ||||
| CRM - SALESFORCE INC | Reduce 100% | 0.00% | $0.00 | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 100% | 0.00% | $0.00 | ||||