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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-10-01 (Q1 2022) | Holdings: 823 | Value: $839.3M | 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 | 5.37% | $45.1M | +2.43% | ||||
| IGSB - ISHARES TR | Reduce 7% $(2.9M) | 4.49% | $37.7M | +0.45% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 1% $(188.3K) | 4.01% | $33.6M | ||||
| MSFT - MICROSOFT CORP | 3.04% | $25.5M | +1.15% | ||||
| AMZN - AMAZON COM INC | Add 1% ($176.0K) | 2.84% | $23.9M | +1.45% | |||
| GOOGL - ALPHABET INC | 2.54% | $21.3M | |||||
| NEE - NEXTERA ENERGY INC | Add 2% ($432.2K) | 2.38% | $20.0M | +7.34% | |||
| HD - HOME DEPOT INC | Reduce 1% $(157.4K) | 2.25% | $18.8M | -2.23% | |||
| IGIB - ISHARES TR | Reduce 5% $(682.4K) | 1.71% | $14.4M | +0.83% | |||
| AGG - ISHARES TR | Add 2% ($331.4K) | 1.65% | $13.9M | +1.00% | |||
| JNJ - JOHNSON & JOHNSON | Add 1% ($85.2K) | 1.60% | $13.4M | +3.37% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Reduce 2% $(220.7K) | 1.54% | $12.9M | +0.81% | |||
| NVDA - NVIDIA CORPORATION | Add 1% ($99.9K) | 1.52% | $12.7M | -1.76% | |||
| MCD - MCDONALDS CORP | 1.33% | $11.2M | +2.07% | ||||
| PG - PROCTER AND GAMBLE CO | 1.27% | $10.7M | +0.55% | ||||
| CVX - CHEVRON CORP NEW | Add 6% ($589.3K) | 1.20% | $10.1M | ||||
| UNH - UNITEDHEALTH GROUP INC | 1.19% | $10.0M | +4.38% | ||||
| JPM - JPMORGAN CHASE & CO | Add 5% ($427.5K) | 1.16% | $9.8M | ||||
| IJR - ISHARES TR | 1.10% | $9.2M | +1.57% | ||||
| BLK - BLACKROCK INC | Add 1% ($45.1K) | 1.07% | $8.9M | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 3% $(276.7K) | 1.06% | $8.9M | -0.98% | |||
| MA - MASTERCARD INCORPORATED | 1.05% | $8.8M | +0.30% | ||||
| QQQ - INVESCO QQQ TR | Add 4% ($294.7K) | 1.04% | $8.7M | +1.65% | |||
| AMGN - AMGEN INC | Add 1% ($83.7K) | 0.96% | $8.1M | -2.20% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | 0.95% | $8.0M | |||||
| VO - VANGUARD INDEX FDS | Add 1% ($91.1K) | 0.91% | $7.6M | ||||
| HON - HONEYWELL INTL INC | Add 1% ($61.1K) | 0.90% | $7.6M | ||||
| V - VISA INC | Add 1% ($74.1K) | 0.90% | $7.5M | ||||
| ABT - ABBOTT LABS | Add 1% ($65.6K) | 0.87% | $7.3M | -3.78% | |||
| DIS - DISNEY WALT CO | 0.85% | $7.1M | -1.15% | ||||
| VZ - VERIZON COMMUNICATIONS INC | Add 2% ($112.6K) | 0.83% | $6.9M | -9.39% | |||
| UNP - UNION PAC CORP | Reduce 1% $(38.8K) | 0.82% | $6.9M | -8.00% | |||
| WMT - WALMART INC | 0.79% | $6.6M | +4.65% | ||||
| PEP - PEPSICO INC | Add 1% ($37.3K) | 0.77% | $6.4M | +6.81% | |||
| LLY - LILLY ELI & CO | Reduce 2% $(152.9K) | 0.76% | $6.4M | +1.36% | |||
| COST - COSTCO WHSL CORP NEW | Add 5% ($293.7K) | 0.75% | $6.3M | +2.15% | |||
| CSCO - CISCO SYS INC | 0.68% | $5.7M | +2.72% | ||||
| VTIP - VANGUARD MALVERN FDS | Add 35% ($1.4M) | 0.67% | $5.6M | +0.28% | |||
| PFE - PFIZER INC | 0.66% | $5.6M | -8.06% | ||||
| ABBV - ABBVIE INC | 0.66% | $5.6M | -4.67% | ||||
| INTC - INTEL CORP | Reduce 1% $(42.6K) | 0.65% | $5.5M | +7.05% | |||
| XOM - EXXON MOBIL CORP | New Purchase | 0.62% | $5.2M | +3.05% | |||
| CRM - SALESFORCE COM INC | Add 1% ($64.1K) | 0.60% | $5.0M | ||||
| MMM - 3M CO | Reduce 2% $(88.1K) | 0.59% | $4.9M | +7.15% | |||
| BX - BLACKSTONE INC | Reduce 1% $(41.8K) | 0.57% | $4.8M | ||||
| CAT - CATERPILLAR INC | 0.54% | $4.6M | +7.68% | ||||
| ACN - ACCENTURE PLC IRELAND | Add 3% ($125.8K) | 0.54% | $4.5M | ||||
| GPC - GENUINE PARTS CO | 0.54% | $4.5M | -5.42% | ||||
| MRK - MERCK & CO INC | Add 1% ($43.9K) | 0.53% | $4.5M | -2.73% | |||
| KO - COCA COLA CO | Reduce 1% $(27.2K) | 0.53% | $4.4M | +4.79% | |||
| EMR - EMERSON ELEC CO | Reduce 100% | 0.00% | $0.00 | ||||