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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-10-06 (Q4 2019) | Holdings: 875 | Value: $654.8M | 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 | 3.58% | $23.5M | ||||
| AAPL - APPLE INC | New Purchase | 3.31% | $21.7M | +2.34% | |||
| NEE - NEXTERA ENERGY INC | New Purchase | 2.47% | $16.2M | +1.54% | |||
| FLOT - ISHARES TR | New Purchase | 2.44% | $16.0M | +0.22% | |||
| AMZN - AMAZON COM INC | New Purchase | 2.30% | $15.1M | +1.51% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | New Purchase | 2.20% | $14.4M | -0.02% | |||
| HD - HOME DEPOT INC | New Purchase | 2.15% | $14.1M | -0.71% | |||
| MSFT - MICROSOFT CORP | New Purchase | 2.12% | $13.9M | -0.88% | |||
| JNJ - JOHNSON & JOHNSON | New Purchase | 1.83% | $12.0M | +3.61% | |||
| GOOGL - ALPHABET INC | New Purchase | 1.78% | $11.6M | ||||
| FLRN - SPDR SERIES TRUST | New Purchase | 1.55% | $10.2M | +0.29% | |||
| MCD - MCDONALDS CORP | New Purchase | 1.45% | $9.5M | +3.66% | |||
| JPM - JPMORGAN CHASE & CO | New Purchase | 1.45% | $9.5M | ||||
| MA - MASTERCARD INC | New Purchase | 1.40% | $9.2M | -0.79% | |||
| PG - PROCTER & GAMBLE CO | New Purchase | 1.33% | $8.7M | +1.85% | |||
| IGSB - ISHARES TR | New Purchase | 1.31% | $8.6M | +0.47% | |||
| XOM - EXXON MOBIL CORP | New Purchase | 1.28% | $8.4M | +1.16% | |||
| AMGN - AMGEN INC | New Purchase | 1.21% | $8.0M | -0.52% | |||
| INTC - INTEL CORP | New Purchase | 1.21% | $7.9M | +4.48% | |||
| IJR - ISHARES TR | New Purchase | 1.21% | $7.9M | +0.95% | |||
| RTX - UNITED TECHNOLOGIES CORP | New Purchase | 1.17% | $7.7M | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 1.14% | $7.4M | -1.61% | |||
| HON - HONEYWELL INTL INC | New Purchase | 1.12% | $7.3M | ||||
| DIS - DISNEY WALT CO | New Purchase | 1.08% | $7.1M | -0.84% | |||
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 1.04% | $6.8M | -5.10% | |||
| CVX - CHEVRON CORP NEW | New Purchase | 1.03% | $6.8M | ||||
| RSP - INVESCO EXCHANGE TRADED FD T | New Purchase | 0.96% | $6.3M | ||||
| VO - VANGUARD INDEX FDS | New Purchase | 0.92% | $6.0M | ||||
| T - AT&T INC | New Purchase | 0.92% | $6.0M | ||||
| V - VISA INC | New Purchase | 0.90% | $5.9M | ||||
| MMM - 3M CO | New Purchase | 0.90% | $5.9M | +7.44% | |||
| CSCO - CISCO SYS INC | New Purchase | 0.88% | $5.8M | +2.49% | |||
| PEP - PEPSICO INC | New Purchase | 0.87% | $5.7M | +7.96% | |||
| VEA - VANGUARD TAX MANAGED INTL FD | New Purchase | 0.84% | $5.5M | +0.33% | |||
| BLK - BLACKROCK INC | New Purchase | 0.84% | $5.5M | ||||
| GPC - GENUINE PARTS CO | New Purchase | 0.83% | $5.5M | -5.46% | |||
| SJNK - SPDR SERIES TRUST | New Purchase | 0.82% | $5.4M | +0.12% | |||
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.81% | $5.3M | +0.86% | |||
| UNP - UNION PACIFIC CORP | New Purchase | 0.78% | $5.1M | -8.90% | |||
| BA - BOEING CO | New Purchase | 0.77% | $5.0M | +0.56% | |||
| AGG - ISHARES TR | New Purchase | 0.77% | $5.0M | +1.06% | |||
| ABT - ABBOTT LABS | New Purchase | 0.77% | $5.0M | -4.98% | |||
| IGIB - ISHARES TR | New Purchase | 0.76% | $4.9M | +0.91% | |||
| KO - COCA COLA CO | New Purchase | 0.74% | $4.8M | +5.26% | |||
| WMT - WALMART INC | New Purchase | 0.72% | $4.7M | +3.70% | |||
| EMR - EMERSON ELEC CO | New Purchase | 0.70% | $4.6M | -2.28% | |||
| PM - PHILIP MORRIS INTL INC | New Purchase | 0.69% | $4.5M | +2.68% | |||
| BMY - BRISTOL MYERS SQUIBB CO | New Purchase | 0.66% | $4.3M | -2.66% | |||
| JNK - SPDR SERIES TRUST | New Purchase | 0.65% | $4.3M | +0.25% | |||
| VWO - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.65% | $4.2M | -0.02% | |||