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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-10-02 (Q2 2021) | Holdings: 810 | Value: $764.1M | 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 |
| IGSB - ISHARES TR | Add 17% ($5.4M) | 4.82% | $36.9M | +0.38% | |||
| AAPL - APPLE INC | Reduce 3% $(958.2K) | 4.61% | $35.2M | +3.20% | |||
| SPY - SPDR S&P 500 ETF TR | Add 5% ($1.5M) | 4.29% | $32.8M | ||||
| AMZN - AMAZON COM INC | Reduce 3% $(712.1K) | 3.20% | $24.4M | +0.34% | |||
| MSFT - MICROSOFT CORP | Reduce 3% $(566.2K) | 2.83% | $21.7M | +1.26% | |||
| HD - HOME DEPOT INC | Reduce 1% $(262.1K) | 2.45% | $18.7M | -1.89% | |||
| GOOGL - ALPHABET INC | Reduce 3% $(669.1K) | 2.44% | $18.6M | ||||
| NEE - NEXTERA ENERGY INC | Reduce 1% $(169.7K) | 2.34% | $17.9M | +7.60% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Reduce 1% $(122.3K) | 1.77% | $13.5M | +0.31% | |||
| IGIB - ISHARES TR | Add 20% ($2.0M) | 1.60% | $12.3M | +0.67% | |||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(106.3K) | 1.59% | $12.1M | +1.79% | |||
| AGG - ISHARES TR | Add 21% ($2.0M) | 1.49% | $11.3M | +0.82% | |||
| JPM - JPMORGAN CHASE & CO | Add 1% ($151.0K) | 1.40% | $10.7M | ||||
| MCD - MCDONALDS CORP | Reduce 1% $(67.7K) | 1.38% | $10.5M | +2.31% | |||
| BLK - BLACKROCK INC | Reduce 1% $(77.9K) | 1.29% | $9.8M | ||||
| PG - PROCTER AND GAMBLE CO | Add 2% ($182.8K) | 1.21% | $9.3M | +1.02% | |||
| MA - MASTERCARD INCORPORATED | Reduce 7% $(707.5K) | 1.19% | $9.1M | -0.35% | |||
| IJR - ISHARES TR | Reduce 3% $(312.2K) | 1.16% | $8.8M | +1.03% | |||
| DIS - DISNEY WALT CO | 1.13% | $8.7M | -0.32% | ||||
| HON - HONEYWELL INTL INC | Reduce 1% $(53.1K) | 1.13% | $8.6M | ||||
| NVDA - NVIDIA CORPORATION | Reduce 7% $(572.9K) | 1.07% | $8.2M | -1.55% | |||
| AMGN - AMGEN INC | Reduce 3% $(271.5K) | 1.03% | $7.9M | -2.00% | |||
| V - VISA INC | Add 3% ($187.3K) | 0.99% | $7.5M | ||||
| RSP - INVESCO EXCHANGE TRADED FD T | Add 7% ($481.9K) | 0.98% | $7.5M | ||||
| QQQ - INVESCO QQQ TR | Add 7% ($492.7K) | 0.98% | $7.5M | +1.75% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 7% $(555.8K) | 0.97% | $7.4M | -0.77% | |||
| UNH - UNITEDHEALTH GROUP INC | Add 1% ($97.7K) | 0.97% | $7.4M | +1.47% | |||
| VZ - VERIZON COMMUNICATIONS INC | Add 4% ($285.5K) | 0.93% | $7.1M | -9.10% | |||
| FLOT - ISHARES TR | Reduce 22% $(2.0M) | 0.92% | $7.1M | +0.24% | |||
| ABT - ABBOTT LABS | Reduce 5% $(360.7K) | 0.89% | $6.8M | -4.38% | |||
| VO - VANGUARD INDEX FDS | Reduce 5% $(320.4K) | 0.89% | $6.8M | ||||
| INTC - INTEL CORP | Reduce 2% $(96.3K) | 0.80% | $6.1M | +0.87% | |||
| WMT - WALMART INC | Add 1% ($70.1K) | 0.80% | $6.1M | +4.64% | |||
| MMM - 3M CO | Add 1% ($44.9K) | 0.80% | $6.1M | +6.03% | |||
| CVX - CHEVRON CORP NEW | Add 3% ($147.4K) | 0.76% | $5.8M | ||||
| PEP - PEPSICO INC | Reduce 2% $(101.5K) | 0.72% | $5.5M | +6.53% | |||
| UNP - UNION PAC CORP | 0.71% | $5.4M | -7.77% | ||||
| LLY - LILLY ELI & CO | Reduce 1% $(80.8K) | 0.70% | $5.4M | +0.06% | |||
| CSCO - CISCO SYS INC | Reduce 2% $(84.9K) | 0.69% | $5.3M | +3.94% | |||
| CRM - SALESFORCE COM INC | Reduce 2% $(98.4K) | 0.69% | $5.2M | ||||
| GPC - GENUINE PARTS CO | Reduce 5% $(250.7K) | 0.60% | $4.6M | -6.53% | |||
| CAT - CATERPILLAR INC | 0.57% | $4.3M | +6.28% | ||||
| EMR - EMERSON ELEC CO | Reduce 7% $(332.4K) | 0.56% | $4.3M | -0.44% | |||
| KO - COCA COLA CO | Add 1% ($22.7K) | 0.56% | $4.2M | +5.46% | |||
| T - AT&T INC | Reduce 1% $(23.8K) | 0.55% | $4.2M | ||||
| MRK - MERCK & CO INC | Add 5% ($192.0K) | 0.51% | $3.9M | -2.38% | |||
| RTX - RAYTHEON TECHNOLOGIES CORP | Add 1% ($34.5K) | 0.50% | $3.8M | ||||
| ABBV - ABBVIE INC | Reduce 1% $(23.4K) | 0.49% | $3.7M | -3.07% | |||
| NOBL - PROSHARES TR | New Purchase | 0.49% | $3.7M | -0.03% | |||
| PM - PHILIP MORRIS INTL INC | New Purchase | 0.47% | $3.6M | +1.17% | |||
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 100% | 0.00% | $0.00 | ||||
| FLRN - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||