Caldwell Trust Co
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $67.71M | 6.0% |
| NVIDIA Corp | $60.37M | 5.4% |
| SPDR S&P 500 ETF TR | $42.01M | 3.7% |
| Alphabet Inc. | $38.60M | 3.4% |
| MICROSOFT CORP | $36.21M | 3.2% |
| Amazon.com Inc | $30.69M | 2.7% |
| VANGUARD INDEX FDS | $23.39M | 2.1% |
| ELI LILLY & Co | $22.89M | 2.0% |
| JPMORGAN CHASE & CO | $21.28M | 1.9% |
| ISHARES TR | $19.91M | 1.8% |
| HOME DEPOT, INC. | $16.42M | 1.5% |
| INVESCO EXCHANGE TRADED FD T | $14.28M | 1.3% |
| VANGUARD INDEX FDS | $14.23M | 1.3% |
| NEXTERA ENERGY INC | $14.22M | 1.3% |
| ISHARES TR | $14.05M | 1.2% |
| ISHARES TR | $13.54M | 1.2% |
| Mastercard Inc | $13.41M | 1.2% |
| COSTCO WHOLESALE CORP /NEW | $13.40M | 1.2% |
| BlackRock, Inc. | $12.84M | 1.1% |
| ISHARES TR | $12.83M | 1.1% |
| SPDR S&P MIDCAP 400 ETF TR | $12.56M | 1.1% |
| JOHNSON & JOHNSON | $12.01M | 1.1% |
| INVESCO QQQ TR | $11.82M | 1.1% |
| Walmart Inc. | $11.75M | 1.0% |
| ISHARES TR | $11.30M | 1.0% |
| Visa Inc | $11.14M | 1.0% |
| CATERPILLAR INC | $10.72M | 1.0% |
| ISHARES TR | $10.57M | 0.9% |
| Warren E. Buffett | $10.41M | 0.9% |
| AMGEN INC | $10.28M | 0.9% |
| MCDONALD'S CORP | $10.27M | 0.9% |
| PROCTER & GAMBLE Co | $9.71M | 0.9% |
| Broadcom Inc. | $9.63M | 0.9% |
| VANGUARD INDEX FDS | $9.28M | 0.8% |
| SPDR SERIES TRUST | $8.95M | 0.8% |
| CHEVRON CORP | $8.47M | 0.8% |
| ISHARES TR | $7.54M | 0.7% |
| Blackstone Inc | $7.53M | 0.7% |
| EXXON MOBIL CORP | $6.94M | 0.6% |
| VANGUARD TAX-MANAGED FDS | $6.80M | 0.6% |
| AMERICAN EXPRESS CO | $6.70M | 0.6% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $6.53M | 0.6% |
| Arista Networks, Inc.ANET | $6.38M | 0.6% |
| ABBOTT LABORATORIES | $6.26M | 0.6% |
| BERKSHIRE HATHAWAY INC DEL | $6.04M | 0.5% |
| INTERNATIONAL BUSINESS MACHINES CORP | $5.86M | 0.5% |
| Meta Platforms Inc | $5.82M | 0.5% |
| CISCO SYSTEMS, INC. | $5.72M | 0.5% |
| Alphabet Inc. | $5.71M | 0.5% |
| Netflix Inc | $5.59M | 0.5% |