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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-10-02 (Q4 2021) | Holdings: 820 | Value: $869.5M | 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% $(605.2K) | 5.28% | $45.9M | +3.20% | |||
| IGSB - ISHARES TR | Add 4% ($1.4M) | 4.87% | $42.3M | +0.38% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 2% $(869.2K) | 4.09% | $35.5M | ||||
| MSFT - MICROSOFT CORP | 3.21% | $27.9M | +1.26% | ||||
| HD - HOME DEPOT INC | 3.03% | $26.3M | -1.89% | ||||
| AMZN - AMAZON COM INC | 2.79% | $24.2M | +0.34% | ||||
| GOOGL - ALPHABET INC | 2.56% | $22.2M | |||||
| NEE - NEXTERA ENERGY INC | Reduce 2% $(448.3K) | 2.48% | $21.5M | +7.60% | |||
| IGIB - ISHARES TR | Add 12% ($1.7M) | 1.87% | $16.2M | +0.67% | |||
| AGG - ISHARES TR | Add 9% ($1.1M) | 1.66% | $14.4M | +0.82% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Reduce 1% $(182.2K) | 1.60% | $13.9M | +0.31% | |||
| NVDA - NVIDIA CORPORATION | Add 1% ($173.8K) | 1.57% | $13.6M | -1.55% | |||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(156.9K) | 1.48% | $12.9M | +1.79% | |||
| MCD - MCDONALDS CORP | 1.39% | $12.1M | +2.31% | ||||
| PG - PROCTER AND GAMBLE CO | Reduce 1% $(151.6K) | 1.31% | $11.4M | +1.02% | |||
| JPM - JPMORGAN CHASE & CO | Reduce 2% $(273.3K) | 1.25% | $10.9M | ||||
| BLK - BLACKROCK INC | Add 1% ($97.0K) | 1.23% | $10.7M | ||||
| IJR - ISHARES TR | Add 3% ($244.9K) | 1.13% | $9.8M | +1.03% | |||
| UNH - UNITEDHEALTH GROUP INC | Add 1% ($137.6K) | 1.13% | $9.8M | +1.47% | |||
| QQQ - INVESCO QQQ TR | Add 3% ($232.3K) | 1.06% | $9.2M | +1.75% | |||
| MA - MASTERCARD INCORPORATED | Reduce 2% $(139.4K) | 1.02% | $8.9M | -0.35% | |||
| ABT - ABBOTT LABS | Reduce 1% $(45.9K) | 0.99% | $8.6M | -4.38% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | Reduce 1% $(111.3K) | 0.95% | $8.3M | ||||
| VO - VANGUARD INDEX FDS | Add 3% ($197.4K) | 0.93% | $8.1M | ||||
| HON - HONEYWELL INTL INC | Reduce 1% $(99.9K) | 0.93% | $8.1M | ||||
| DIS - DISNEY WALT CO | 0.92% | $8.0M | -0.32% | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(101.7K) | 0.89% | $7.8M | -0.77% | |||
| AMGN - AMGEN INC | Reduce 2% $(119.5K) | 0.85% | $7.4M | -2.00% | |||
| V - VISA INC | Add 1% ($101.9K) | 0.84% | $7.3M | ||||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 1% $(69.2K) | 0.80% | $7.0M | -9.10% | |||
| CVX - CHEVRON CORP NEW | Add 1% ($90.4K) | 0.79% | $6.9M | ||||
| PEP - PEPSICO INC | 0.77% | $6.7M | +6.53% | ||||
| CSCO - CISCO SYS INC | Reduce 2% $(118.9K) | 0.74% | $6.5M | +3.94% | |||
| WMT - WALMART INC | 0.74% | $6.4M | +4.64% | ||||
| UNP - UNION PAC CORP | 0.74% | $6.4M | -7.77% | ||||
| PFE - PFIZER INC | Add 1% ($75.8K) | 0.73% | $6.4M | -8.97% | |||
| LLY - LILLY ELI & CO | Reduce 3% $(173.2K) | 0.73% | $6.3M | +0.06% | |||
| MMM - 3M CO | Reduce 2% $(150.6K) | 0.69% | $6.0M | +6.03% | |||
| COST - COSTCO WHSL CORP NEW | Add 4% ($250.9K) | 0.68% | $5.9M | +1.81% | |||
| CRM - SALESFORCE COM INC | Add 3% ($145.9K) | 0.68% | $5.9M | ||||
| INTC - INTEL CORP | Reduce 4% $(234.8K) | 0.66% | $5.7M | +0.87% | |||
| ACN - ACCENTURE PLC IRELAND | Add 6% ($292.7K) | 0.62% | $5.4M | ||||
| GPC - GENUINE PARTS CO | 0.58% | $5.0M | -6.53% | ||||
| BX - BLACKSTONE INC | Add 4% ($174.7K) | 0.57% | $4.9M | ||||
| ABBV - ABBVIE INC | Reduce 1% $(31.4K) | 0.54% | $4.7M | -3.07% | |||
| KO - COCA COLA CO | Reduce 7% $(309.8K) | 0.49% | $4.2M | +5.46% | |||
| CAT - CATERPILLAR INC | Add 1% ($53.8K) | 0.49% | $4.2M | +6.28% | |||
| VTIP - VANGUARD MALVERN FDS | New Purchase | 0.48% | $4.2M | +0.28% | |||
| MRK - MERCK & CO INC | 0.48% | $4.1M | -2.38% | ||||
| EMR - EMERSON ELEC CO | 0.47% | $4.0M | -0.44% | ||||
| FLOT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||