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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-10-02 (Q1 2021) | Holdings: 786 | Value: $717.1M | 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 |
| AAPL - APPLE INC | Reduce 1% $(433.8K) | 4.50% | $32.2M | +3.20% | |||
| IGSB - ISHARES TR | Add 24% ($6.0M) | 4.38% | $31.4M | +0.38% | |||
| SPY - SPDR S&P 500 ETF TR | Add 3% ($929.8K) | 4.03% | $28.9M | ||||
| AMZN - AMAZON COM INC | 3.15% | $22.6M | +0.34% | ||||
| MSFT - MICROSOFT CORP | Reduce 1% $(143.3K) | 2.70% | $19.3M | +1.26% | |||
| NEE - NEXTERA ENERGY INC | 2.60% | $18.6M | +7.60% | ||||
| HD - HOME DEPOT INC | Add 2% ($294.9K) | 2.53% | $18.2M | -1.89% | |||
| GOOGL - ALPHABET INC | 2.27% | $16.3M | |||||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Reduce 1% $(145.7K) | 1.84% | $13.2M | +0.31% | |||
| JNJ - JOHNSON & JOHNSON | Add 1% ($67.1K) | 1.70% | $12.2M | +1.79% | |||
| JPM - JPMORGAN CHASE & CO | Add 5% ($522.0K) | 1.44% | $10.3M | ||||
| MCD - MCDONALDS CORP | Add 2% ($228.8K) | 1.43% | $10.3M | +2.31% | |||
| IGIB - ISHARES TR | Add 45% ($3.1M) | 1.39% | $10.0M | +0.67% | |||
| MA - MASTERCARD INCORPORATED | Add 1% ($111.1K) | 1.33% | $9.5M | -0.35% | |||
| AGG - ISHARES TR | Add 56% ($3.3M) | 1.29% | $9.2M | +0.82% | |||
| DIS - DISNEY WALT CO | Add 1% ($67.5K) | 1.27% | $9.1M | -0.32% | |||
| PG - PROCTER AND GAMBLE CO | Add 2% ($214.9K) | 1.27% | $9.1M | +1.02% | |||
| FLOT - ISHARES TR | Reduce 19% $(2.1M) | 1.26% | $9.0M | +0.24% | |||
| IJR - ISHARES TR | Add 9% ($729.6K) | 1.22% | $8.8M | +1.03% | |||
| HON - HONEYWELL INTL INC | Reduce 2% $(215.1K) | 1.20% | $8.6M | ||||
| BLK - BLACKROCK INC | Add 9% ($692.1K) | 1.19% | $8.5M | ||||
| AMGN - AMGEN INC | Add 7% ($540.2K) | 1.16% | $8.3M | -2.00% | |||
| ABT - ABBOTT LABS | Add 2% ($163.0K) | 1.03% | $7.4M | -4.38% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.02% | $7.3M | -0.77% | ||||
| INTC - INTEL CORP | Add 2% ($144.4K) | 0.99% | $7.1M | +0.87% | |||
| VZ - VERIZON COMMUNICATIONS INC | Add 13% ($825.4K) | 0.99% | $7.1M | -9.10% | |||
| UNH - UNITEDHEALTH GROUP INC | Add 2% ($115.3K) | 0.95% | $6.8M | +1.47% | |||
| V - VISA INC | Add 1% ($33.2K) | 0.93% | $6.7M | ||||
| VO - VANGUARD INDEX FDS | Add 7% ($459.3K) | 0.93% | $6.6M | ||||
| RSP - INVESCO EXCHANGE TRADED FD T | Reduce 1% $(82.3K) | 0.92% | $6.6M | ||||
| QQQ - INVESCO QQQ TR | Add 4% ($257.2K) | 0.88% | $6.3M | +1.75% | |||
| MMM - 3M CO | Reduce 1% $(45.5K) | 0.82% | $5.9M | +6.03% | |||
| NVDA - NVIDIA CORPORATION | Add 5% ($280.8K) | 0.81% | $5.8M | -1.55% | |||
| WMT - WALMART INC | Add 3% ($194.5K) | 0.81% | $5.8M | +4.64% | |||
| CVX - CHEVRON CORP NEW | Add 4% ($202.0K) | 0.79% | $5.6M | ||||
| UNP - UNION PAC CORP | Reduce 1% $(56.0K) | 0.76% | $5.5M | -7.77% | |||
| PEP - PEPSICO INC | Add 3% ($175.8K) | 0.75% | $5.3M | +6.53% | |||
| CSCO - CISCO SYS INC | Add 5% ($228.5K) | 0.73% | $5.3M | +3.94% | |||
| CRM - SALESFORCE COM INC | Add 5% ($204.5K) | 0.65% | $4.6M | ||||
| CAT - CATERPILLAR INC | Add 5% ($214.2K) | 0.64% | $4.6M | +6.28% | |||
| T - AT&T INC | Add 10% ($407.0K) | 0.62% | $4.5M | ||||
| LLY - LILLY ELI & CO | Reduce 3% $(157.7K) | 0.62% | $4.4M | +0.06% | |||
| GPC - GENUINE PARTS CO | 0.62% | $4.4M | -6.53% | ||||
| EMR - EMERSON ELEC CO | Reduce 1% $(21.8K) | 0.61% | $4.3M | -0.44% | |||
| KO - COCA COLA CO | Reduce 2% $(62.7K) | 0.57% | $4.1M | +5.46% | |||
| MRK - MERCK & CO. INC | Add 10% ($336.2K) | 0.51% | $3.7M | -2.38% | |||
| FLRN - SPDR SER TR | Reduce 42% $(2.6M) | 0.51% | $3.7M | +0.29% | |||
| ABBV - ABBVIE INC | Add 1% ($32.4K) | 0.51% | $3.6M | -3.07% | |||
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 1% $(35.5K) | 0.48% | $3.4M | -3.03% | |||
| RTX - RAYTHEON TECHNOLOGIES CORP | Reduce 5% $(183.2K) | 0.47% | $3.4M | ||||