Caldwell Trust Co
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CALAMOS CONV OPPORTUNITIES & | $16.1K | 0.0% |
| Vistra Corp. | $16.1K | 0.0% |
| Vertiv Holdings Co | $16.2K | 0.0% |
| ISHARES TR | $16.8K | 0.0% |
| iShares MSCI UAE ETF | $17.0K | 0.0% |
| FRANKLIN LTD DURATION INCOME TRUST | $17.2K | 0.0% |
| Extra Space Storage Inc | $17.4K | 0.0% |
| BLACKROCK MUNIHLDGS NJ QLTY | $17.6K | 0.0% |
| NATIONAL GRID PLC | $17.7K | 0.0% |
| Citizens Community Bancorp Inc/WI | $18.1K | 0.0% |
| Hilton Worldwide Holdings Inc. | $18.4K | 0.0% |
| People Inc | $18.6K | 0.0% |
| Archer Aviation Inc. | $18.8K | 0.0% |
| Baxter International Inc | $19.1K | 0.0% |
| WP Carey Inc | $19.3K | 0.0% |
| VANGUARD WORLD FD | $19.4K | 0.0% |
| PROG Holdings, Inc. | $19.6K | 0.0% |
| ABRDN GLOBAL PREMIER PPTYS F | $20.0K | 0.0% |
| BLACKROCK MUN INCOME TR | $20.1K | 0.0% |
| Gen Digital Inc. | $20.1K | 0.0% |
| MDU RESOURCES GROUP INC | $20.3K | 0.0% |
| ISHARES TR | $20.5K | 0.0% |
| ALBEMARLE CORP | $20.5K | 0.0% |
| EATON VANCE TAX ADVT DIV INC | $20.5K | 0.0% |
| Principal Financial Group Inc | $20.7K | 0.0% |
| BROADRIDGE FINANCIAL SOLUTIONS INC | $20.8K | 0.0% |
| ISHARES TR | $21.0K | 0.0% |
| EVEREST GROUP, LTD. | $21.0K | 0.0% |
| NATIONAL PRESTO INDUSTRIES INC | $21.4K | 0.0% |
| Toyota Motor CorporationTM | $21.4K | 0.0% |
| iShares MSCI UAE ETF | $21.4K | 0.0% |
| SPDR SERIES TRUST | $21.6K | 0.0% |
| REGENERON PHARMACEUTICALS, INC. | $21.6K | 0.0% |
| NNN REIT, INC. | $21.9K | 0.0% |
| ISHARES TR | $21.9K | 0.0% |
| INVESCO EXCH TRADED FD TR II | $22.2K | 0.0% |
| Hewlett Packard Enterprise Co | $22.3K | 0.0% |
| LISTED FDS TR | $22.3K | 0.0% |
| SSGA ACTIVE ETF TR | $22.5K | 0.0% |
| ISHARES TR | $23.1K | 0.0% |
| GLOBAL X FDS | $23.2K | 0.0% |
| ISHARES TR | $23.2K | 0.0% |
| ISHARES TR | $23.3K | 0.0% |
| GENTEX CORP | $23.3K | 0.0% |
| HORMEL FOODS CORP /DE | $23.3K | 0.0% |
| PACER FDS TR | $23.3K | 0.0% |
| LINCOLN ELECTRIC HOLDINGS INC | $24.0K | 0.0% |
| LABCORP HOLDINGS INC. | $24.1K | 0.0% |
| CME Group Inc | $24.6K | 0.0% |
| NiSource Inc | $24.8K | 0.0% |