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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-10-01 (Q2 2022) | Holdings: 816 | Value: $726.5M | 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 | Reduce 1% $(273.3K) | 4.82% | $35.0M | +2.43% | |||
| IGSB - ISHARES TR | Reduce 16% $(5.8M) | 4.28% | $31.1M | +0.45% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 5% $(1.4M) | 3.67% | $26.7M | ||||
| MSFT - MICROSOFT CORP | Add 1% ($119.9K) | 2.94% | $21.3M | +1.15% | |||
| NEE - NEXTERA ENERGY INC | Reduce 2% $(351.8K) | 2.46% | $17.9M | +7.34% | |||
| HD - HOME DEPOT INC | 2.37% | $17.2M | -2.23% | ||||
| GOOGL - ALPHABET INC | Reduce 1% $(132.9K) | 2.28% | $16.5M | ||||
| AMZN - AMAZON COM INC | Add 1854% ($14.4M) | 2.09% | $15.2M | +1.45% | |||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(137.7K) | 1.83% | $13.3M | +3.37% | |||
| AGG - ISHARES TR | Reduce 5% $(708.9K) | 1.72% | $12.5M | +1.00% | |||
| IGIB - ISHARES TR | Reduce 14% $(1.8M) | 1.59% | $11.5M | +0.83% | |||
| MCD - MCDONALDS CORP | 1.53% | $11.1M | +2.07% | ||||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Reduce 2% $(255.5K) | 1.47% | $10.7M | +0.81% | |||
| UNH - UNITEDHEALTH GROUP INC | 1.39% | $10.1M | +4.38% | ||||
| PG - PROCTER AND GAMBLE CO | 1.38% | $10.0M | +0.55% | ||||
| CVX - CHEVRON CORP NEW | Add 10% ($882.6K) | 1.36% | $9.9M | ||||
| JPM - JPMORGAN CHASE & CO | Add 5% ($382.6K) | 1.16% | $8.5M | ||||
| AMGN - AMGEN INC | Reduce 1% $(75.4K) | 1.11% | $8.0M | -2.20% | |||
| PEP - PEPSICO INC | Add 21% ($1.4M) | 1.07% | $7.8M | +6.81% | |||
| MA - MASTERCARD INCORPORATED | Reduce 2% $(181.4K) | 1.05% | $7.6M | +0.30% | |||
| IJR - ISHARES TR | Reduce 4% $(355.6K) | 1.04% | $7.6M | +1.57% | |||
| VZ - VERIZON COMMUNICATIONS INC | Add 8% ($553.6K) | 1.03% | $7.5M | -9.39% | |||
| VTIP - VANGUARD MALVERN FDS | Add 35% ($1.9M) | 1.02% | $7.4M | +0.28% | |||
| LLY - LILLY ELI & CO | 1.00% | $7.2M | +1.36% | ||||
| BLK - BLACKROCK INC | 0.98% | $7.1M | |||||
| NVDA - NVIDIA CORPORATION | Reduce 1% $(51.1K) | 0.97% | $7.0M | -1.76% | |||
| HON - HONEYWELL INTL INC | 0.93% | $6.8M | |||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 2% $(137.9K) | 0.93% | $6.8M | -0.98% | |||
| V - VISA INC | 0.93% | $6.7M | |||||
| RSP - INVESCO EXCHANGE TRADED FD T | Reduce 2% $(121.5K) | 0.92% | $6.7M | ||||
| ABT - ABBOTT LABS | 0.92% | $6.7M | -3.78% | ||||
| QQQ - INVESCO QQQ TR | Reduce 1% $(70.3K) | 0.92% | $6.7M | +1.65% | |||
| XOM - EXXON MOBIL CORP | Add 19% ($1.1M) | 0.89% | $6.5M | +3.05% | |||
| UNP - UNION PAC CORP | Add 20% ($1.1M) | 0.89% | $6.5M | -8.00% | |||
| VO - VANGUARD INDEX FDS | Reduce 1% $(54.4K) | 0.86% | $6.3M | ||||
| PFE - PFIZER INC | 0.78% | $5.7M | -8.06% | ||||
| WMT - WALMART INC | 0.74% | $5.4M | +4.65% | ||||
| COST - COSTCO WHSL CORP NEW | Add 1% ($77.2K) | 0.73% | $5.3M | +2.15% | |||
| ABBV - ABBVIE INC | Reduce 1% $(42.6K) | 0.72% | $5.2M | -4.67% | |||
| MRK - MERCK & CO INC | Add 3% ($143.0K) | 0.71% | $5.1M | -2.73% | |||
| GPC - GENUINE PARTS CO | Reduce 2% $(75.3K) | 0.64% | $4.7M | -5.42% | |||
| KO - COCA COLA CO | 0.61% | $4.5M | +4.79% | ||||
| CSCO - CISCO SYS INC | Add 1% ($22.5K) | 0.60% | $4.4M | +2.72% | |||
| DIS - DISNEY WALT CO | Reduce 13% $(636.3K) | 0.59% | $4.3M | -1.15% | |||
| MMM - 3M CO | Reduce 1% $(25.5K) | 0.59% | $4.3M | +7.15% | |||
| INTC - INTEL CORP | Add 2% ($72.1K) | 0.58% | $4.2M | +7.05% | |||
| BMY - BRISTOL-MYERS SQUIBB CO | New Purchase | 0.55% | $4.0M | -5.64% | |||
| CRM - SALESFORCE INC | Reduce 1% $(21.6K) | 0.53% | $3.9M | ||||
| RTX - RAYTHEON TECHNOLOGIES CORP | New Purchase | 0.51% | $3.7M | ||||
| NOBL - PROSHARES TR | New Purchase | 0.51% | $3.7M | +0.51% | |||
| BX - BLACKSTONE INC | Reduce 100% | 0.00% | $0.00 | ||||
| CAT - CATERPILLAR INC | Reduce 100% | 0.00% | $0.00 | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 100% | 0.00% | $0.00 | ||||