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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-10-01 (Q3 2022) | Holdings: 794 | Value: $673.3M | 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 | New Purchase | 5.25% | $35.3M | +2.43% | |||
| SPY - SPDR S&P 500 ETF TR | New Purchase | 3.90% | $26.2M | ||||
| IGSB - ISHARES TR | New Purchase | 3.09% | $20.8M | +0.45% | |||
| MSFT - MICROSOFT CORP | New Purchase | 2.80% | $18.9M | +1.15% | |||
| NEE - NEXTERA ENERGY INC | New Purchase | 2.66% | $17.9M | +7.34% | |||
| HD - HOME DEPOT INC | New Purchase | 2.55% | $17.2M | -2.23% | |||
| AMZN - AMAZON COM INC | New Purchase | 2.40% | $16.1M | +1.45% | |||
| GOOGL - ALPHABET INC | New Purchase | 2.14% | $14.4M | ||||
| JNJ - JOHNSON & JOHNSON | New Purchase | 1.79% | $12.1M | +3.37% | |||
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 1.51% | $10.2M | +4.38% | |||
| MCD - MCDONALDS CORP | New Purchase | 1.51% | $10.2M | +2.07% | |||
| IGIB - ISHARES TR | New Purchase | 1.51% | $10.2M | +0.83% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | New Purchase | 1.51% | $10.2M | +0.81% | |||
| AGG - ISHARES TR | New Purchase | 1.48% | $9.9M | +1.00% | |||
| CVX - CHEVRON CORP NEW | New Purchase | 1.47% | $9.9M | ||||
| PG - PROCTER AND GAMBLE CO | New Purchase | 1.31% | $8.8M | +0.55% | |||
| JPM - JPMORGAN CHASE & CO | New Purchase | 1.15% | $7.7M | ||||
| PEP - PEPSICO INC | New Purchase | 1.13% | $7.6M | +6.81% | |||
| AMGN - AMGEN INC | New Purchase | 1.10% | $7.4M | -2.20% | |||
| LLY - LILLY ELI & CO | New Purchase | 1.06% | $7.1M | +1.36% | |||
| VTIP - VANGUARD MALVERN FDS | New Purchase | 1.04% | $7.0M | +0.28% | |||
| IJR - ISHARES TR | New Purchase | 1.03% | $6.9M | +1.57% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 1.02% | $6.9M | -0.98% | |||
| MA - MASTERCARD INCORPORATED | New Purchase | 1.01% | $6.8M | +0.30% | |||
| XOM - EXXON MOBIL CORP | New Purchase | 0.99% | $6.6M | +3.05% | |||
| HON - HONEYWELL INTL INC | New Purchase | 0.96% | $6.5M | ||||
| BLK - BLACKROCK INC | New Purchase | 0.95% | $6.4M | ||||
| QQQ - INVESCO QQQ TR | New Purchase | 0.94% | $6.3M | +1.65% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | New Purchase | 0.93% | $6.2M | ||||
| ABT - ABBOTT LABS | New Purchase | 0.90% | $6.1M | -3.78% | |||
| VO - VANGUARD INDEX FDS | New Purchase | 0.89% | $6.0M | ||||
| V - VISA INC | New Purchase | 0.87% | $5.9M | ||||
| WMT - WALMART INC | New Purchase | 0.87% | $5.8M | +4.65% | |||
| UNP - UNION PAC CORP | New Purchase | 0.86% | $5.8M | -8.00% | |||
| NVDA - NVIDIA CORPORATION | New Purchase | 0.82% | $5.5M | -1.76% | |||
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.81% | $5.5M | -9.39% | |||
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.80% | $5.4M | +2.15% | |||
| GPC - GENUINE PARTS CO | New Purchase | 0.78% | $5.2M | -5.42% | |||
| MRK - MERCK & CO INC | New Purchase | 0.72% | $4.8M | -2.73% | |||
| PFE - PFIZER INC | New Purchase | 0.70% | $4.7M | -8.06% | |||
| ABBV - ABBVIE INC | New Purchase | 0.66% | $4.4M | -4.67% | |||
| CSCO - CISCO SYS INC | New Purchase | 0.59% | $4.0M | +2.72% | |||
| KO - COCA COLA CO | New Purchase | 0.58% | $3.9M | +4.79% | |||
| DIS - DISNEY WALT CO | New Purchase | 0.57% | $3.8M | -1.15% | |||
| NOBL - PROSHARES TR | New Purchase | 0.55% | $3.7M | +0.51% | |||
| BMY - BRISTOL-MYERS SQUIBB CO | New Purchase | 0.53% | $3.6M | -5.64% | |||
| MMM - 3M CO | New Purchase | 0.53% | $3.6M | +7.15% | |||
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.50% | $3.4M | ||||
| CRM - SALESFORCE INC | New Purchase | 0.50% | $3.3M | ||||
| BAC - BK OF AMERICA CORP | New Purchase | 0.50% | $3.3M | ||||