Caldwell Trust Co Top Holdings and 13F Report (2025) About Caldwell Trust CoInvestment ActivityCaldwell Trust Co has $1.00 billion in total holdings as of June 30, 2025.Caldwell Trust Co owns shares of 745 different stocks, but just 93 companies or ETFs make up 80% of its holdings.Largest Holdings NVIDIA $55,028,865Apple $51,451,097SPDR S&P 500 ETF Trust $39,792,011Microsoft $37,136,133Amazon.com $29,363,158 Sector AllocationMap of 500 Largest Holdings ofCaldwell Trust Co Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorNVDANVIDIA$55,028,865348,3065.5%Computer and TechnologyAAPLApple$51,451,097250,7735.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$39,792,01164,4044.0%FinanceMSFTMicrosoft$37,136,13374,6593.7%Computer and TechnologyAMZNAmazon.com$29,363,158133,8402.9%Retail/WholesaleGOOGLAlphabet$23,385,721132,7002.3%Computer and TechnologyJPMJPMorgan Chase & Co.$19,767,22368,1842.0%FinanceHDHome Depot$19,419,82152,9671.9%Retail/WholesaleLLYEli Lilly and Company$17,214,36122,0831.7%MedicalIVViShares Core S&P 500 ETF$16,501,03826,5761.7%ETFCOSTCostco Wholesale$14,747,13614,8971.5%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$13,288,10273,1161.3%ETFMAMastercard$13,084,77323,2851.3%Business ServicesNEENextEra Energy$12,762,103183,8391.3%UtilitiesBLACKROCK INC$12,652,90612,0591.3%COMMDYSPDR S&P MidCap 400 ETF Trust$12,275,62221,6701.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$11,952,356226,5421.2%ManufacturingVVisa$11,295,56131,8141.1%Business ServicesQQQInvesco QQQ$11,034,45520,0031.1%FinanceWMTWalmart$10,816,717110,6231.1%Retail/WholesaleMCDMcDonald's$10,573,04836,1881.1%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$10,565,594106,5081.1%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$10,536,765197,7251.1%ManufacturingBRK.BBerkshire Hathaway$10,499,43321,6141.0%FinancePGProcter & Gamble$10,455,69465,6271.0%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$9,815,99189,8161.0%ETFJNJJohnson & Johnson$9,051,50759,2570.9%MedicalIJHiShares Core S&P Mid-Cap ETF$8,774,528141,4790.9%ETFVOVanguard Mid-Cap ETF$8,677,52831,0100.9%ETFAMGNAmgen$8,579,56530,7280.9%MedicalSJNKSPDR Bloomberg Short Term High Yield Bond ETF$8,341,693327,3820.8%ETFCVXChevron$8,193,47557,2210.8%EnergyAVGOBroadcom$7,811,64528,3390.8%Computer and TechnologyCATCaterpillar$7,348,81518,9300.7%IndustrialsNFLXNetflix$7,345,1285,4850.7%Consumer DiscretionaryABTAbbott Laboratories$7,062,86451,9290.7%MedicalUNPUnion Pacific$6,956,23930,2340.7%TransportationBXBlackstone$6,861,83345,8740.7%FinanceXOMExxon Mobil$6,378,41859,1690.6%EnergyHONHoneywell International$6,036,01725,9190.6%Multi-Sector ConglomeratesIEFAiShares Core MSCI EAFE ETF$5,834,75169,8940.6%ETFBRK.ABerkshire Hathaway$5,830,40080.6%FinanceAXPAmerican Express$5,592,03817,5310.6%FinanceORCLOracle$5,545,98725,3670.6%Computer and TechnologyMETAMeta Platforms$5,225,6777,0800.5%Computer and TechnologyCSCOCisco Systems$5,126,76673,8940.5%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$5,120,98089,8260.5%ETFCRMSalesforce$4,921,23618,0470.5%Computer and TechnologyIBMInternational Business Machines$4,803,14516,2940.5%Computer and TechnologyTMUST-Mobile US$4,793,55320,1190.5%Computer and TechnologyABBVAbbVie$4,660,91825,1100.5%MedicalPMPhilip Morris International$4,637,21225,4610.5%Consumer StaplesSYKStryker$4,629,66211,7020.5%MedicalNOBLProShares S&P 500 Aristocrats ETF$4,587,99345,5610.5%ETFARISTA NETWORKS INC$4,577,24744,7390.5%COM SHSVOOVanguard S&P 500 ETF$4,570,9378,0470.5%ETFUNHUnitedHealth Group$4,520,13314,4890.5%MedicalTSMTaiwan Semiconductor Manufacturing$4,518,70219,9510.5%Computer and TechnologyPEPPepsiCo$4,366,29933,0680.4%Consumer StaplesPWRQuanta Services$4,315,40511,4140.4%ConstructionVTIVanguard Total Stock Market ETF$4,286,93314,1050.4%ETFEMREmerson Electric$4,134,03031,0060.4%IndustrialsXLKTechnology Select Sector SPDR Fund$4,093,71616,1660.4%ETFKOCocaCola$4,017,25656,7810.4%Consumer StaplesDUKDuke Energy$3,899,66433,0480.4%UtilitiesMRKMerck & Co., Inc.$3,807,83348,1030.4%MedicalPAYXPaychex$3,465,87523,8270.3%Computer and TechnologyGOOGAlphabet$3,434,27119,3600.3%Computer and TechnologyGPCGenuine Parts$3,322,80227,3910.3%Retail/WholesaleRTXRTX$3,250,11322,2580.3%AerospaceDIASPDR Dow Jones Industrial Average ETF Trust$3,212,3397,2900.3%FinanceWRBW.R. Berkley$3,171,03943,1610.3%FinancePANWPalo Alto Networks$3,067,34914,9890.3%Computer and TechnologyLPLALPL Financial$3,051,5068,1380.3%FinanceMUBiShares National Muni Bond ETF$3,039,21929,0890.3%ETFACNAccenture$2,952,1379,8770.3%Computer and TechnologyBACBank of America$2,947,79962,2950.3%FinanceWMWaste Management$2,916,99712,7480.3%Business ServicesLMTLockheed Martin$2,906,2046,2750.3%AerospaceEMXCiShares MSCI Emerging Markets ex China ETF$2,873,43845,5090.3%ManufacturingVUGVanguard Growth ETF$2,846,9706,4940.3%ETFMSMorgan Stanley$2,759,87019,5930.3%FinanceVZVerizon Communications$2,639,77361,0070.3%Computer and TechnologyALLAllstate$2,627,90113,0540.3%FinancePHParker-Hannifin$2,594,8163,7150.3%IndustrialsVIGVanguard Dividend Appreciation ETF$2,557,96612,4980.3%ETFADPAutomatic Data Processing$2,552,6278,2770.3%Computer and TechnologyQCOMQUALCOMM$2,450,53415,3870.2%Computer and TechnologyAMATApplied Materials$2,434,46513,2980.2%Computer and TechnologyEDConsolidated Edison$2,399,06723,9070.2%UtilitiesSCHDSchwab US Dividend Equity ETF$2,374,50689,6040.2%ETFCMGChipotle Mexican Grill$2,341,00641,6920.2%Retail/WholesaleMMM3M$2,318,61515,2300.2%Multi-Sector ConglomeratesAMPAmeriprise Financial$2,211,7774,1440.2%FinanceSOSouthern$2,208,97124,0550.2%UtilitiesCMICummins$2,192,2856,6940.2%Auto/Tires/TrucksIWFiShares Russell 1000 Growth ETF$2,184,8895,1460.2%ETFTJXTJX Companies$2,164,03917,5240.2%Retail/WholesaleTTTrane Technologies$2,086,8834,7710.2%ConstructionURIUnited Rentals$2,027,3992,6910.2%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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