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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-10-02 (Q3 2020) | Holdings: 798 | Value: $608.3M | 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 | Add 265% ($22.5M) | 5.09% | $31.0M | +3.20% | |||
| AMZN - AMAZON COM INC | Reduce 8% $(2.0M) | 3.85% | $23.4M | +0.34% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 6% $(1.4M) | 3.84% | $23.4M | ||||
| IGSB - ISHARES TR | Add 77% ($7.8M) | 2.96% | $18.0M | +0.38% | |||
| MSFT - MICROSOFT CORP | Reduce 6% $(1.0M) | 2.84% | $17.3M | +1.26% | |||
| NEE - NEXTERA ENERGY INC | Reduce 3% $(550.4K) | 2.83% | $17.2M | +7.60% | |||
| HD - HOME DEPOT INC | Reduce 5% $(789.3K) | 2.69% | $16.4M | -1.89% | |||
| FLOT - ISHARES TR | Reduce 5% $(798.1K) | 2.33% | $14.2M | +0.24% | |||
| GOOGL - ALPHABET INC | Reduce 7% $(817.8K) | 1.91% | $11.6M | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 6% $(735.2K) | 1.81% | $11.0M | +1.79% | |||
| MCD - MCDONALDS CORP | Reduce 3% $(330.1K) | 1.62% | $9.9M | +2.31% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Reduce 16% $(1.9M) | 1.60% | $9.7M | +0.31% | |||
| PG - PROCTER AND GAMBLE CO | Reduce 3% $(307.9K) | 1.50% | $9.1M | +1.02% | |||
| MA - MASTERCARD INCORPORATED | Reduce 7% $(651.3K) | 1.49% | $9.1M | -0.35% | |||
| FLRN - SPDR SER TR | Reduce 3% $(228.9K) | 1.39% | $8.5M | +0.29% | |||
| AMGN - AMGEN INC | Reduce 6% $(478.6K) | 1.31% | $7.9M | -2.00% | |||
| HON - HONEYWELL INTL INC | Reduce 2% $(121.6K) | 1.09% | $6.6M | ||||
| ABT - ABBOTT LABS | Reduce 4% $(279.7K) | 1.07% | $6.5M | -4.38% | |||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 7% $(493.9K) | 1.07% | $6.5M | -9.10% | |||
| V - VISA INC | Reduce 3% $(225.8K) | 1.03% | $6.3M | ||||
| JPM - JPMORGAN CHASE & CO | Reduce 7% $(485.5K) | 1.03% | $6.2M | ||||
| DIS - DISNEY WALT CO | Reduce 3% $(218.8K) | 1.01% | $6.2M | -0.32% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 9% $(632.9K) | 1.01% | $6.1M | -0.77% | |||
| IGIB - ISHARES TR | Add 9% ($492.4K) | 0.98% | $6.0M | +0.67% | |||
| WMT - WALMART INC | Reduce 2% $(101.6K) | 0.95% | $5.8M | +4.64% | |||
| INTC - INTEL CORP | Reduce 13% $(875.1K) | 0.94% | $5.7M | +0.87% | |||
| BLK - BLACKROCK INC | Reduce 7% $(399.6K) | 0.94% | $5.7M | ||||
| NVDA - NVIDIA CORPORATION | Add 5% ($242.5K) | 0.92% | $5.6M | -1.55% | |||
| UNH - UNITEDHEALTH GROUP INC | Reduce 4% $(236.9K) | 0.91% | $5.6M | +1.47% | |||
| AGG - ISHARES TR | Reduce 3% $(188.2K) | 0.91% | $5.5M | +0.82% | |||
| CRM - SALESFORCE COM INC | Reduce 4% $(236.5K) | 0.86% | $5.2M | ||||
| IJR - ISHARES TR | Reduce 12% $(712.7K) | 0.86% | $5.2M | +1.03% | |||
| QQQ - INVESCO QQQ TR | Add 3% ($144.8K) | 0.85% | $5.2M | +1.75% | |||
| PEP - PEPSICO INC | Reduce 11% $(636.5K) | 0.83% | $5.1M | +6.53% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | Reduce 8% $(421.7K) | 0.82% | $5.0M | ||||
| MMM - 3M CO | Reduce 3% $(168.5K) | 0.82% | $5.0M | +6.03% | |||
| VO - VANGUARD INDEX FDS | Reduce 15% $(887.6K) | 0.81% | $5.0M | ||||
| UNP - UNION PAC CORP | Reduce 6% $(288.2K) | 0.81% | $4.9M | -7.77% | |||
| CSCO - CISCO SYS INC | Reduce 10% $(455.6K) | 0.67% | $4.1M | +3.94% | |||
| KO - COCA COLA CO | Reduce 8% $(356.0K) | 0.65% | $3.9M | +5.46% | |||
| T - AT&T INC | Reduce 12% $(544.3K) | 0.64% | $3.9M | ||||
| GPC - GENUINE PARTS CO | Reduce 15% $(664.0K) | 0.62% | $3.8M | -6.53% | |||
| CVX - CHEVRON CORP NEW | Reduce 5% $(214.9K) | 0.62% | $3.8M | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | New Purchase | 0.61% | $3.7M | +6.94% | |||
| LLY - LILLY ELI & CO | Reduce 6% $(248.8K) | 0.61% | $3.7M | +0.06% | |||
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 7% $(260.2K) | 0.60% | $3.7M | -3.03% | |||
| MRK - MERCK & CO. INC | Reduce 3% $(102.7K) | 0.59% | $3.6M | -2.38% | |||
| EMR - EMERSON ELEC CO | Reduce 10% $(355.8K) | 0.53% | $3.2M | -0.44% | |||
| SJNK - SPDR SER TR | New Purchase | 0.52% | $3.2M | +0.08% | |||
| RTX - RAYTHEON TECHNOLOGIES CORP | Reduce 16% $(582.8K) | 0.49% | $3.0M | ||||
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 100% | 0.00% | $0.00 | ||||