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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-10-02 (Q4 2020) | Holdings: 792 | Value: $661.0M | 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% | $35.5M | +3.20% | ||||
| SPY - SPDR S&P 500 ETF TR | Add 1% ($336.5K) | 4.00% | $26.4M | ||||
| IGSB - ISHARES TR | Add 42% ($7.6M) | 3.88% | $25.7M | +0.38% | |||
| AMZN - AMAZON COM INC | Reduce 1% $(351.7K) | 3.61% | $23.9M | +0.34% | |||
| NEE - NEXTERA ENERGY INC | Add 299% ($14.3M) | 2.89% | $19.1M | +7.60% | |||
| MSFT - MICROSOFT CORP | Add 1% ($96.5K) | 2.78% | $18.4M | +1.26% | |||
| HD - HOME DEPOT INC | Reduce 1% $(114.7K) | 2.35% | $15.6M | -1.89% | |||
| GOOGL - ALPHABET INC | Reduce 1% $(78.9K) | 2.09% | $13.8M | ||||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Reduce 3% $(307.8K) | 1.78% | $11.8M | +0.31% | |||
| JNJ - JOHNSON & JOHNSON | 1.76% | $11.6M | +1.79% | ||||
| FLOT - ISHARES TR | Reduce 22% $(3.1M) | 1.68% | $11.1M | +0.24% | |||
| MCD - MCDONALDS CORP | 1.45% | $9.6M | +2.31% | ||||
| MA - MASTERCARD INCORPORATED | Reduce 1% $(133.5K) | 1.43% | $9.5M | -0.35% | |||
| PG - PROCTER AND GAMBLE CO | 1.38% | $9.2M | +1.02% | ||||
| DIS - DISNEY WALT CO | Reduce 1% $(112.7K) | 1.35% | $8.9M | -0.32% | |||
| HON - HONEYWELL INTL INC | 1.30% | $8.6M | |||||
| JPM - JPMORGAN CHASE & CO | 1.24% | $8.2M | |||||
| BLK - BLACKROCK INC | Add 2% ($155.1K) | 1.13% | $7.5M | ||||
| IGIB - ISHARES TR | Add 19% ($1.1M) | 1.09% | $7.2M | +0.67% | |||
| AMGN - AMGEN INC | 1.09% | $7.2M | -2.00% | ||||
| V - VISA INC | 1.04% | $6.8M | |||||
| IJR - ISHARES TR | Reduce 1% $(41.1K) | 1.03% | $6.8M | +1.03% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.01% | $6.7M | -0.77% | ||||
| ABT - ABBOTT LABS | Add 1% ($85.1K) | 1.00% | $6.6M | -4.38% | |||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 1% $(70.8K) | 0.96% | $6.3M | -9.10% | |||
| UNH - UNITEDHEALTH GROUP INC | Add 1% ($42.8K) | 0.95% | $6.3M | +1.47% | |||
| FLRN - SPDR SER TR | Reduce 26% $(2.2M) | 0.95% | $6.3M | +0.29% | |||
| AGG - ISHARES TR | Add 11% ($624.0K) | 0.93% | $6.1M | +0.82% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | Add 3% ($154.5K) | 0.91% | $6.0M | ||||
| WMT - WALMART INC | 0.90% | $5.9M | +4.64% | ||||
| QQQ - INVESCO QQQ TR | Add 1% ($73.4K) | 0.90% | $5.9M | +1.75% | |||
| VO - VANGUARD INDEX FDS | Reduce 1% $(39.5K) | 0.87% | $5.8M | ||||
| PEP - PEPSICO INC | 0.82% | $5.4M | +6.53% | ||||
| INTC - INTEL CORP | Reduce 2% $(104.4K) | 0.82% | $5.4M | +0.87% | |||
| NVDA - NVIDIA CORPORATION | Add 1% ($38.1K) | 0.82% | $5.4M | -1.55% | |||
| MMM - 3M CO | Reduce 1% $(73.9K) | 0.81% | $5.4M | +6.03% | |||
| UNP - UNION PAC CORP | 0.79% | $5.2M | -7.77% | ||||
| CRM - SALESFORCE COM INC | 0.70% | $4.7M | |||||
| CVX - CHEVRON CORP NEW | Reduce 1% $(41.6K) | 0.66% | $4.4M | ||||
| CSCO - CISCO SYS INC | Reduce 6% $(258.7K) | 0.66% | $4.3M | +3.94% | |||
| KO - COCA COLA CO | 0.66% | $4.3M | +5.46% | ||||
| LLY - LILLY ELI & CO | Reduce 1% $(56.9K) | 0.63% | $4.2M | +0.06% | |||
| EMR - EMERSON ELEC CO | Reduce 2% $(76.8K) | 0.59% | $3.9M | -0.44% | |||
| T - AT&T INC | Reduce 2% $(60.1K) | 0.58% | $3.9M | ||||
| GPC - GENUINE PARTS CO | Reduce 4% $(141.4K) | 0.58% | $3.8M | -6.53% | |||
| ABBV - ABBVIE INC | New Purchase | 0.54% | $3.6M | -3.07% | |||
| MRK - MERCK & CO. INC | Reduce 1% $(23.3K) | 0.53% | $3.5M | -2.38% | |||
| CAT - CATERPILLAR INC | New Purchase | 0.52% | $3.5M | +6.28% | |||
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 11% $(397.4K) | 0.51% | $3.4M | -3.03% | |||
| RTX - RAYTHEON TECHNOLOGIES CORP | Reduce 11% $(413.5K) | 0.50% | $3.3M | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 100% | 0.00% | $0.00 | ||||
| SJNK - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||