Caldwell Trust Co

13F Portfolio Filings

  • Most recent 13F
    Q3 2025
  • Location
    venice, FL
  • CIK
    0002080218
  • All SEC filings
Q3 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

750

$1.07B
AAPL, NVDA, SPY, MSFT
13F-HR
Oct 23, 2025
000142050625002900

745

$1.00B
NVDA, AAPL, SPY, MSFT
13F-HR
Sep 22, 2025
000142050625002730

751

$932.08M
AAPL, NVDA, SPY, MSFT
13F-HR
Sep 23, 2025
000142050625002738

711

$957.34M
AAPL, NVDA, SPY, MSFT
13F-HR
Sep 24, 2025
000142050625002748

703

$952.25M
AAPL, NVDA, SPY, MSFT
13F-HR
Sep 24, 2025
000142050625002749

690

$903.65M
AAPL, NVDA, MSFT, SPY
13F-HR
Sep 24, 2025
000142050625002750

702

$859.06M
AAPL, NVDA, SPY, MSFT
13F-HR
Sep 24, 2025
000142050625002751

703

$792.09M
AAPL, SPY, MSFT, NVDA
13F-HR
Oct 1, 2025
000142050625002778

705

$733.07M
AAPL, SPY, MSFT, NVDA
13F-HR
Oct 1, 2025
000142050625002780

756

$766.49M
AAPL, MSFT, SPY, HD
13F-HR
Oct 1, 2025
000142050625002782

728

$720.67M
AAPL, SPY, MSFT, HD
13F-HR
Oct 1, 2025
000142050625002784

726

$707.10M
AAPL, SPY, MSFT, HD
13F-HR
Oct 1, 2025
000142050625002786

721

$673.29M
AAPL, SPY, IGSB, MSFT
13F-HR
Oct 1, 2025
000142050625002788

739

$726.54M
AAPL, IGSB, SPY, MSFT
13F-HR
Oct 2, 2025
000142050625002791

745

$839.29M
AAPL, IGSB, SPY, MSFT
13F-HR
Oct 2, 2025
000142050625002792

743

$869.55M
AAPL, IGSB, SPY, MSFT
13F-HR
Oct 2, 2025
000142050625002794

732

$791.19M
IGSB, AAPL, SPY, AMZN
13F-HR
Oct 2, 2025
000142050625002796

737

$764.12M
IGSB, AAPL, SPY, AMZN
13F-HR
Oct 2, 2025
000142050625002798

710

$717.10M
AAPL, IGSB, SPY, AMZN
13F-HR
Oct 2, 2025
000142050625002800

715

$660.99M
AAPL, SPY, IGSB, AMZN
13F-HR
Oct 2, 2025
000142050625002808

721

$608.30M
AAPL, AMZN, SPY, IGSB
13F-HR
Oct 2, 2025
000142050625002810

759

$596.96M
AAPL, SPY, AMZN, MSFT
13F-HR
Oct 2, 2025
000142050625002812

795

$527.96M
SPY, AAPL, AMZN, NEE
13F-HR
Oct 2, 2025
000142050625002814

802

$654.81M
SPY, AAPL, NEE, FLOT
13F-HR
Oct 6, 2025
000142050625002820