Caldwell Trust Co
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AEGON LTD.AEG | $3.6K | 0.0% |
| Brighthouse Financial, Inc. | $3.8K | 0.0% |
| TORTOISE CAPITAL SERIES TRUS | $4.0K | 0.0% |
| FLOWERS FOODS INC | $4.1K | 0.0% |
| ISHARES TR | $4.3K | 0.0% |
| Everus Construction Group, Inc. | $4.4K | 0.0% |
| Nuveen Taxable Municipal Income FundNBB | $4.6K | 0.0% |
| REPUBLIC SERVICES, INC. | $4.7K | 0.0% |
| FORD MOTOR CO | $4.7K | 0.0% |
| PIMCO ETF TR | $5.2K | 0.0% |
| CRISPR THERAPEUTICS AG | $5.2K | 0.0% |
| RESMED INC | $5.3K | 0.0% |
| WISDOMTREE TR | $5.4K | 0.0% |
| Nuveen Preferred & Income Opportunities FundJPC | $5.4K | 0.0% |
| FLEXSHARES TR | $5.5K | 0.0% |
| TC ENERGY CORP | $5.5K | 0.0% |
| CONSTELLATION BRANDS, INC. | $5.5K | 0.0% |
| JOHN HANCOCK PREFERRED INCOME FUND IIIHPS | $5.6K | 0.0% |
| AMERICAN INTERNATIONAL GROUP, INC. | $5.6K | 0.0% |
| OCCIDENTAL PETE CORP | $5.7K | 0.0% |
| HONDA MOTOR CO LTDHMC | $6.0K | 0.0% |
| Kraft Heinz Co | $6.1K | 0.0% |
| SCHWAB STRATEGIC TR | $6.1K | 0.0% |
| Applied Digital Corp | $6.1K | 0.0% |
| SOUTHWEST AIRLINES CO | $6.2K | 0.0% |
| BANK AMERICA CORP | $6.3K | 0.0% |
| FLAGSTAR BANK, NATIONAL ASSOCIATION | $6.3K | 0.0% |
| STANLEY BLACK & DECKER, INC. | $6.3K | 0.0% |
| INTERNATIONAL FLAVORS & FRAGRANCES INC | $6.5K | 0.0% |
| BlackRock Technology & Private Equity Term TrustBTX | $6.6K | 0.0% |
| EATON VANCE TAX-MANAGED GLOB | $6.6K | 0.0% |
| FEDERAL AGRICULTURAL MORTGAGE CORP | $6.8K | 0.0% |
| FIRST TR EXCHANGE-TRADED FD | $6.9K | 0.0% |
| Keurig Dr Pepper Inc | $7.0K | 0.0% |
| Charter Communications, Inc. | $7.1K | 0.0% |
| Teledyne Technologies Inc | $7.2K | 0.0% |
| PIMCO ETF TR | $7.2K | 0.0% |
| VANGUARD CHARLOTTE FDS | $7.2K | 0.0% |
| VANGUARD WORLD FD | $7.4K | 0.0% |
| ISHARES TR | $7.5K | 0.0% |
| ISHARES TR | $7.5K | 0.0% |
| EDISON INTERNATIONAL | $7.8K | 0.0% |
| VANGUARD ADMIRAL FDS INC | $7.8K | 0.0% |
| PayPal Holdings, Inc. | $7.8K | 0.0% |
| Zoom Communications, Inc. | $8.0K | 0.0% |
| BROWN FORMAN CORP | $8.0K | 0.0% |
| Fortive Corp | $8.3K | 0.0% |
| TD SYNNEX Corp | $8.4K | 0.0% |
| FIRST TR EXCHANGE TRADED FD | $8.4K | 0.0% |
| National Storage Affiliates Trust | $8.5K | 0.0% |