Caldwell Trust Co
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $376.0K | 0.0% |
| AVALONBAY COMMUNITIES INC | $380.0K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $384.2K | 0.0% |
| SELECT SECTOR SPDR TR | $392.3K | 0.0% |
| ISHARES TR | $395.0K | 0.0% |
| iShares MSCI UAE ETF | $396.8K | 0.0% |
| SPDR SERIES TRUST | $415.3K | 0.0% |
| Seagate Technology Holdings PLC | $420.2K | 0.0% |
| Tesla Inc | $420.9K | 0.0% |
| MCCORMICK & CO INC | $423.5K | 0.0% |
| Eaton Corp plc | $425.2K | 0.0% |
| SELECT SECTOR SPDR TR | $427.2K | 0.0% |
| ISHARES TR | $444.8K | 0.0% |
| AFLAC INC | $445.5K | 0.0% |
| VANECK ETF TRUST | $453.3K | 0.0% |
| AMERICAN ELECTRIC POWER CO INC | $456.7K | 0.0% |
| ServiceNow Inc | $460.2K | 0.0% |
| FIRST TR EXCHANGE TRADED FD | $469.3K | 0.0% |
| Cigna Group | $470.1K | 0.0% |
| VANGUARD INDEX FDS | $481.9K | 0.0% |
| MICROCHIP TECHNOLOGY INC | $486.5K | 0.0% |
| Fastenal Co | $502.7K | 0.0% |
| ISHARES TR | $503.7K | 0.0% |
| Targa Resources Corp | $512.7K | 0.0% |
| Mondelez International, Inc. | $522.8K | 0.0% |
| INTEL CORP | $524.5K | 0.0% |
| Axon Enterprise Inc | $531.6K | 0.0% |
| PUBLIC SERVICE ENTERPRISE GROUP INC | $535.1K | 0.0% |
| Qnity Electronics, Inc. | $535.6K | 0.0% |
| Zoetis Inc. | $536.9K | 0.0% |
| VANGUARD MALVERN FDS | $550.0K | 0.0% |
| GE HealthCare Technologies Inc. | $551.8K | 0.0% |
| NIKE, Inc. | $553.3K | 0.0% |
| ASML HOLDING N V | $560.6K | 0.0% |
| VANGUARD WORLD FD | $565.3K | 0.1% |
| The PNC Financial Services Group, Inc. | $577.3K | 0.1% |
| iShares MSCI UAE ETF | $577.6K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $580.8K | 0.1% |
| INTUIT INC. | $582.9K | 0.1% |
| HCA Healthcare, Inc. | $586.4K | 0.1% |
| Intercontinental Exchange, Inc. | $593.7K | 0.1% |
| ISHARES TR | $596.2K | 0.1% |
| American Tower Corp | $596.6K | 0.1% |
| ISHARES TR | $598.9K | 0.1% |
| ISHARES TR | $605.8K | 0.1% |
| VANGUARD MUN BD FDS | $617.8K | 0.1% |
| AMPHENOL CORP /DE | $636.0K | 0.1% |
| Arthur J. Gallagher & Co. | $636.1K | 0.1% |
| SELECT SECTOR SPDR TR | $636.7K | 0.1% |
| Medtronic plc | $647.4K | 0.1% |