Caldwell Trust Co

Q3 2025 13F Holdings

  • Location
    venice, FL
  • Num holdings

    750

  • Value ($000)

    $1,069,864

  • Date Filed
    10/23/2025
  • Form type
    13F-HR
  • CIK
    0002080218
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

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037833100
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6 %

251,003

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NVDA

NVIDIA CORPORATION

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67066G104
$62.39M
6 %

334,404

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$41.34M
4 %

62,049

MSFT
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MICROSOFT CORP

COM
594918104
$39.02M
4 %

75,331

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$31.57M
3 %

129,874

AMZN
AMZN

AMAZON COM INC

COM
023135106
$29.19M
3 %

132,924

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$21.34M
2 %

67,642

HD
HD

HOME DEPOT INC

COM
437076102
$21.05M
2 %

51,945

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$19.19M
2 %

28,671

LLY
LLY

ELI LILLY & CO

COM
532457108
$16.26M
2 %

21,316

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