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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-10-02 (Q2 2020) | Holdings: 840 | Value: $597.0M | 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 | Reduce 1% $(152.1K) | 4.47% | $26.7M | +3.20% | |||
| SPY - SPDR S&P 500 ETF TR | 3.83% | $22.8M | |||||
| AMZN - AMAZON COM INC | Add 1% ($220.7K) | 3.73% | $22.3M | +0.34% | |||
| MSFT - MICROSOFT CORP | Reduce 1% $(118.6K) | 2.97% | $17.7M | +1.26% | |||
| HD - HOME DEPOT INC | Reduce 3% $(413.8K) | 2.59% | $15.5M | -1.89% | |||
| NEE - NEXTERA ENERGY INC | Reduce 2% $(339.8K) | 2.57% | $15.4M | +7.60% | |||
| FLOT - ISHARES TR | Reduce 3% $(512.4K) | 2.51% | $15.0M | +0.24% | |||
| GOOGL - ALPHABET INC | Reduce 2% $(214.1K) | 2.01% | $12.0M | ||||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Reduce 8% $(918.0K) | 1.87% | $11.1M | +0.31% | |||
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(175.9K) | 1.86% | $11.1M | +1.79% | |||
| IGSB - ISHARES TR | Add 8% ($711.4K) | 1.70% | $10.1M | +0.38% | |||
| FLRN - SPDR SER TR | Reduce 25% $(2.9M) | 1.45% | $8.7M | +0.29% | |||
| MCD - MCDONALDS CORP | Reduce 2% $(202.5K) | 1.43% | $8.6M | +2.31% | |||
| MA - MASTERCARD INCORPORATED | Reduce 4% $(346.3K) | 1.43% | $8.5M | -0.35% | |||
| PG - PROCTER AND GAMBLE CO | Reduce 2% $(149.8K) | 1.36% | $8.1M | +1.02% | |||
| AMGN - AMGEN INC | 1.31% | $7.8M | -2.00% | ||||
| INTC - INTEL CORP | Reduce 3% $(243.1K) | 1.28% | $7.6M | +0.87% | |||
| JPM - JPMORGAN CHASE & CO | 1.10% | $6.6M | |||||
| VZ - VERIZON COMMUNICATIONS INC | Add 1% ($38.8K) | 1.08% | $6.5M | -9.10% | |||
| V - VISA INC | Add 3% ($191.6K) | 1.05% | $6.3M | ||||
| HON - HONEYWELL INTL INC | Reduce 1% $(32.8K) | 0.99% | $5.9M | ||||
| BLK - BLACKROCK INC | Add 2% ($101.7K) | 0.99% | $5.9M | ||||
| IJR - ISHARES TR | Reduce 7% $(469.3K) | 0.97% | $5.8M | +1.03% | |||
| DIS - DISNEY WALT CO | Reduce 1% $(29.0K) | 0.96% | $5.7M | -0.32% | |||
| AGG - ISHARES TR | 0.96% | $5.7M | +0.82% | ||||
| ABT - ABBOTT LABS | Add 7% ($354.2K) | 0.95% | $5.7M | -4.38% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(37.7K) | 0.95% | $5.7M | -0.77% | |||
| UNH - UNITEDHEALTH GROUP INC | Reduce 2% $(89.7K) | 0.92% | $5.5M | +1.47% | |||
| PEP - PEPSICO INC | Reduce 3% $(143.0K) | 0.91% | $5.5M | +6.53% | |||
| VO - VANGUARD INDEX FDS | Add 2% ($82.6K) | 0.91% | $5.4M | ||||
| IGIB - ISHARES TR | Reduce 2% $(95.3K) | 0.91% | $5.4M | +0.67% | |||
| CSCO - CISCO SYS INC | Reduce 3% $(166.5K) | 0.89% | $5.3M | +3.94% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | Reduce 7% $(400.9K) | 0.85% | $5.1M | ||||
| WMT - WALMART INC | Add 4% ($188.4K) | 0.84% | $5.0M | +4.64% | |||
| MMM - 3M CO | Reduce 2% $(79.7K) | 0.84% | $5.0M | +6.03% | |||
| CVX - CHEVRON CORP NEW | Add 2% ($84.9K) | 0.83% | $4.9M | ||||
| T - AT&T INC | Add 1% ($66.3K) | 0.79% | $4.7M | ||||
| UNP - UNION PAC CORP | Reduce 3% $(150.3K) | 0.75% | $4.5M | -7.77% | |||
| QQQ - INVESCO QQQ TR | New Purchase | 0.75% | $4.5M | +1.75% | |||
| XOM - EXXON MOBIL CORP | Reduce 7% $(312.7K) | 0.74% | $4.4M | +3.12% | |||
| LLY - LILLY ELI & CO | Reduce 2% $(95.9K) | 0.73% | $4.4M | +0.06% | |||
| CRM - SALESFORCE COM INC | Reduce 1% $(26.0K) | 0.68% | $4.1M | ||||
| GPC - GENUINE PARTS CO | Reduce 9% $(394.1K) | 0.68% | $4.1M | -6.53% | |||
| KO - COCA COLA CO | 0.65% | $3.9M | +5.46% | ||||
| BMY - BRISTOL-MYERS SQUIBB CO | 0.64% | $3.8M | -3.03% | ||||
| RTX - RAYTHEON TECHNOLOGIES CORP | New Purchase | 0.64% | $3.8M | ||||
| NVDA - NVIDIA CORPORATION | New Purchase | 0.63% | $3.7M | -1.55% | |||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 16% $(722.8K) | 0.63% | $3.7M | +0.56% | |||
| MRK - MERCK & CO. INC | Reduce 2% $(84.9K) | 0.58% | $3.5M | -2.38% | |||
| EMR - EMERSON ELEC CO | New Purchase | 0.57% | $3.4M | -0.44% | |||
| LMT - LOCKHEED MARTIN CORP | Reduce 100% | 0.00% | $0.00 | ||||
| PM - PHILIP MORRIS INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| SJNK - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| RTX - UNITED TECHNOLOGIES CORP | Reduce 100% | 0.00% | $0.00 | ||||