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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-10-02 (Q1 2020) | Holdings: 876 | Value: $528.0M | 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 |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 3.61% | $19.0M | ||||
| AAPL - APPLE INC | New Purchase | 3.55% | $18.7M | +3.20% | |||
| NEE - NEXTERA ENERGY INC | New Purchase | 2.98% | $15.7M | +7.60% | |||
| AMZN - AMAZON COM INC | New Purchase | 2.95% | $15.6M | +0.34% | |||
| FLOT - ISHARES TR | New Purchase | 2.82% | $14.9M | +0.24% | |||
| MSFT - MICROSOFT CORP | New Purchase | 2.62% | $13.8M | +1.26% | |||
| HD - HOME DEPOT INC | New Purchase | 2.24% | $11.9M | -1.89% | |||
| FLRN - SPDR SER TR | New Purchase | 2.11% | $11.2M | +0.29% | |||
| JNJ - JOHNSON & JOHNSON | New Purchase | 1.99% | $10.5M | +1.79% | |||
| GOOGL - ALPHABET INC | New Purchase | 1.90% | $10.0M | ||||
| MDY - SPDR S&P MIDCAP 400 ETF TR | New Purchase | 1.85% | $9.8M | +0.31% | |||
| IGSB - ISHARES TR | New Purchase | 1.71% | $9.0M | +0.38% | |||
| MCD - MCDONALDS CORP | New Purchase | 1.49% | $7.9M | +2.31% | |||
| PG - PROCTER & GAMBLE CO | New Purchase | 1.44% | $7.6M | +1.02% | |||
| MA - MASTERCARD INC | New Purchase | 1.37% | $7.2M | -0.35% | |||
| INTC - INTEL CORP | New Purchase | 1.35% | $7.1M | +0.87% | |||
| AMGN - AMGEN INC | New Purchase | 1.27% | $6.7M | -2.00% | |||
| JPM - JPMORGAN CHASE & CO | New Purchase | 1.19% | $6.3M | ||||
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 1.19% | $6.3M | -9.10% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 1.11% | $5.9M | -0.77% | |||
| AGG - ISHARES TR | New Purchase | 1.05% | $5.6M | +0.82% | |||
| HON - HONEYWELL INTL INC | New Purchase | 1.05% | $5.5M | ||||
| IJR - ISHARES TR | New Purchase | 0.97% | $5.1M | +1.03% | |||
| PEP - PEPSICO INC | New Purchase | 0.96% | $5.1M | +6.53% | |||
| V - VISA INC | New Purchase | 0.96% | $5.1M | ||||
| IGIB - ISHARES TR | New Purchase | 0.95% | $5.0M | +0.67% | |||
| DIS - DISNEY WALT CO | New Purchase | 0.95% | $5.0M | -0.32% | |||
| RTX - UNITED TECHNOLOGIES CORP | New Purchase | 0.92% | $4.9M | ||||
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.89% | $4.7M | +1.47% | |||
| BLK - BLACKROCK INC | New Purchase | 0.89% | $4.7M | ||||
| CSCO - CISCO SYS INC | New Purchase | 0.88% | $4.6M | +3.94% | |||
| ABT - ABBOTT LABS | New Purchase | 0.87% | $4.6M | -4.38% | |||
| WMT - WALMART INC | New Purchase | 0.87% | $4.6M | +4.64% | |||
| RSP - INVESCO EXCHANGE TRADED FD T | New Purchase | 0.86% | $4.5M | ||||
| T - AT&T INC | New Purchase | 0.84% | $4.5M | ||||
| MMM - 3M CO | New Purchase | 0.84% | $4.5M | +6.03% | |||
| VO - VANGUARD INDEX FDS | New Purchase | 0.81% | $4.3M | ||||
| XOM - EXXON MOBIL CORP | New Purchase | 0.76% | $4.0M | +3.12% | |||
| CVX - CHEVRON CORP NEW | New Purchase | 0.75% | $3.9M | ||||
| UNP - UNION PAC CORP | New Purchase | 0.73% | $3.9M | -7.77% | |||
| KO - COCA COLA CO | New Purchase | 0.73% | $3.9M | +5.46% | |||
| VEA - VANGUARD TAX-MANAGED INTL FD | New Purchase | 0.73% | $3.8M | +0.56% | |||
| LLY - LILLY ELI & CO | New Purchase | 0.71% | $3.8M | +0.06% | |||
| BMY - BRISTOL-MYERS SQUIBB CO | New Purchase | 0.69% | $3.6M | -3.03% | |||
| PM - PHILIP MORRIS INTL INC | New Purchase | 0.68% | $3.6M | +1.17% | |||
| SJNK - SPDR SER TR | New Purchase | 0.67% | $3.5M | +0.08% | |||
| MRK - MERCK & CO. INC | New Purchase | 0.67% | $3.5M | -2.38% | |||
| GPC - GENUINE PARTS CO | New Purchase | 0.65% | $3.5M | -6.53% | |||
| CRM - SALESFORCE COM INC | New Purchase | 0.60% | $3.2M | ||||
| LMT - LOCKHEED MARTIN CORP | New Purchase | 0.56% | $2.9M | -2.81% | |||