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Caldwell Trust Co 13F Holdings
Holdings from the most recent 13F from Caldwell Trust Co
Filed: 2025-10-23 (Q3 2025) | Holdings: 816 | Value: $1.1B | 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 | 5.87% | $62.8M | +0.62% | ||||
| NVDA - NVIDIA CORPORATION | Reduce 4% $(2.6M) | 5.74% | $61.5M | +1.32% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 2% $(877.4K) | 3.86% | $41.3M | ||||
| MSFT - MICROSOFT CORP | Add 1% ($348.1K) | 3.57% | $38.2M | +0.16% | |||
| GOOGL - ALPHABET INC | Reduce 2% $(687.0K) | 2.94% | $31.4M | ||||
| AMZN - AMAZON COM INC | Reduce 1% $(201.1K) | 2.70% | $28.9M | +1.01% | |||
| JPM - JPMORGAN CHASE & CO. | Reduce 1% $(171.0K) | 1.96% | $21.0M | ||||
| HD - HOME DEPOT INC | Reduce 2% $(414.1K) | 1.94% | $20.8M | -0.77% | |||
| IVV - ISHARES TR | Add 8% ($1.4M) | 1.79% | $19.2M | +0.11% | |||
| LLY - ELI LILLY & CO | Reduce 4% $(585.2K) | 1.46% | $15.6M | +1.26% | |||
| COST - COSTCO WHSL CORP NEW | Add 2% ($241.6K) | 1.31% | $14.0M | -0.84% | |||
| BLK - BLACKROCK INC | 1.31% | $14.0M | |||||
| RSP - INVESCO EXCHANGE TRADED FD T | 1.29% | $13.8M | |||||
| NEE - NEXTERA ENERGY INC | Reduce 2% $(261.2K) | 1.27% | $13.6M | +0.99% | |||
| MA - MASTERCARD INCORPORATED | Reduce 1% $(79.1K) | 1.23% | $13.2M | -0.62% | |||
| IGSB - ISHARES TR | Add 7% ($900.1K) | 1.21% | $12.9M | -0.02% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Reduce 1% $(74.5K) | 1.18% | $12.6M | -0.55% | |||
| QQQ - INVESCO QQQ TR | Reduce 3% $(319.4K) | 1.09% | $11.7M | +0.18% | |||
| IGIB - ISHARES TR | Add 7% ($771.4K) | 1.07% | $11.5M | -0.06% | |||
| AGG - ISHARES TR | Add 7% ($785.6K) | 1.07% | $11.5M | -0.03% | |||
| WMT - WALMART INC | Reduce 1% $(89.2K) | 1.06% | $11.3M | -0.84% | |||
| JNJ - JOHNSON & JOHNSON | 1.03% | $11.0M | -0.94% | ||||
| V - VISA INC | 1.01% | $10.8M | |||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 2% $(170.4K) | 1.00% | $10.7M | +0.24% | |||
| IJR - ISHARES TR | Reduce 1% $(58.1K) | 0.99% | $10.6M | -0.24% | |||
| MCD - MCDONALDS CORP | Reduce 4% $(405.4K) | 0.97% | $10.4M | -0.60% | |||
| PG - PROCTER AND GAMBLE CO | Add 1% ($122.3K) | 0.94% | $10.1M | -2.50% | |||
| IJH - ISHARES TR | Add 1% ($138.2K) | 0.88% | $9.4M | -0.56% | |||
| AVGO - BROADCOM INC | Reduce 1% $(137.9K) | 0.86% | $9.2M | ||||
| VO - VANGUARD INDEX FDS | 0.85% | $9.1M | |||||
| CAT - CATERPILLAR INC | Reduce 1% $(52.0K) | 0.84% | $9.0M | -0.02% | |||
| CVX - CHEVRON CORP NEW | 0.83% | $8.9M | |||||
| AMGN - AMGEN INC | Add 1% ($56.7K) | 0.82% | $8.7M | -0.39% | |||
| SJNK - SPDR SERIES TRUST | Add 3% ($254.2K) | 0.81% | $8.6M | +0.04% | |||
| BX - BLACKSTONE INC | Add 1% ($61.0K) | 0.74% | $7.9M | ||||
| ORCL - ORACLE CORP | Add 4% ($258.5K) | 0.67% | $7.2M | -0.91% | |||
| XOM - EXXON MOBIL CORP | Add 1% ($82.4K) | 0.62% | $6.7M | -0.83% | |||
| ANET - ARISTA NETWORKS INC | New Purchase | 0.62% | $6.6M | ||||
| NFLX - NETFLIX INC | 0.62% | $6.6M | -1.47% | ||||
| ABT - ABBOTT LABS | Reduce 2% $(105.0K) | 0.61% | $6.5M | -0.09% | |||
| IEFA - ISHARES TR | Add 3% ($204.8K) | 0.59% | $6.3M | +0.00% | |||
| UNP - UNION PAC CORP | Reduce 15% $(1.0M) | 0.57% | $6.1M | -1.77% | |||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.56% | $6.0M | +0.23% | ||||
| AXP - AMERICAN EXPRESS CO | Add 1% ($63.8K) | 0.55% | $5.9M | ||||
| VEA - VANGUARD TAX-MANAGED FDS | Add 8% ($454.6K) | 0.55% | $5.8M | +0.00% | |||
| ABBV - ABBVIE INC | New Purchase | 0.53% | $5.7M | -0.35% | |||
| TSM - TAIWAN SEMICONDUCTOR MFG LTD | New Purchase | 0.50% | $5.3M | -0.21% | |||
| HON - HONEYWELL INTL INC | Reduce 5% $(250.5K) | 0.49% | $5.2M | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | Add 13% ($600.4K) | 0.47% | $5.1M | +8.35% | |||
| CSCO - CISCO SYS INC | Reduce 1% $(46.9K) | 0.47% | $5.0M | -0.01% | |||
| META - META PLATFORMS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CRM - SALESFORCE INC | Reduce 100% | 0.00% | $0.00 | ||||
| TMUS - T-MOBILE US INC | Reduce 100% | 0.00% | $0.00 | ||||