Caldwell Trust Co
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Solstice Advanced Materials Inc. | $153.9K | 0.0% |
| ISHARES TR | $154.6K | 0.0% |
| HP INC | $155.8K | 0.0% |
| HARTFORD INSURANCE GROUP, INC. | $157.4K | 0.0% |
| ISHARES TR | $157.6K | 0.0% |
| Comcast Corp. | $158.1K | 0.0% |
| HUMANA INC | $159.1K | 0.0% |
| iShares MSCI UAE ETF | $159.9K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $160.4K | 0.0% |
| ISHARES TR | $161.7K | 0.0% |
| Ventas, Inc. | $164.0K | 0.0% |
| VANGUARD WORLD FD | $165.1K | 0.0% |
| TransUnion | $171.5K | 0.0% |
| CONSTRUCTION PARTNERS INC | $172.3K | 0.0% |
| Sempra | $173.9K | 0.0% |
| ENTERGY CORP /DE | $176.2K | 0.0% |
| ISHARES GOLD TR | $176.9K | 0.0% |
| iShares MSCI UAE ETF | $177.1K | 0.0% |
| Restaurant Brands International Inc.QSR | $177.3K | 0.0% |
| Weyerhaeuser Co | $182.5K | 0.0% |
| WISDOMTREE TR | $183.3K | 0.0% |
| FLEXSHARES TR | $184.2K | 0.0% |
| VANGUARD WELLINGTON FD | $185.4K | 0.0% |
| ROYAL CARIBBEAN CRUISES LTD | $191.3K | 0.0% |
| COCA COLA CONSOLIDATED INC | $191.6K | 0.0% |
| BANK MONTREAL QUE | $194.7K | 0.0% |
| BOSTON BEER CO INC | $195.1K | 0.0% |
| LENNAR CORP /NEW | $197.1K | 0.0% |
| ISHARES SILVER TR | $198.5K | 0.0% |
| Garmin Ltd | $198.8K | 0.0% |
| RAYMOND JAMES FINANCIAL INC | $200.4K | 0.0% |
| The Boeing Company | $208.0K | 0.0% |
| W.W. GRAINGER, INC. | $212.9K | 0.0% |
| DIMENSIONAL ETF TRUST | $214.7K | 0.0% |
| SELECT SECTOR SPDR TR | $215.2K | 0.0% |
| DTE ENERGY CO | $217.7K | 0.0% |
| MetLife Inc | $217.8K | 0.0% |
| INTERNATIONAL PAPER CO /NEW | $218.5K | 0.0% |
| INVESCO EXCH TRADED FD TR II | $218.5K | 0.0% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $219.0K | 0.0% |
| DIMENSIONAL ETF TRUST | $219.2K | 0.0% |
| BLACKROCK MUNIYIELD QUALITY FUND, INC.MQY | $220.5K | 0.0% |
| Avery Dennison Corp | $229.7K | 0.0% |
| SPROTT ASSET MANAGEMENT LP | $230.1K | 0.0% |
| ISHARES TR | $230.9K | 0.0% |
| OCCIDENTAL PETROLEUM CORP /DE | $231.1K | 0.0% |
| SPDR SERIES TRUST | $233.5K | 0.0% |
| OLD NATIONAL BANCORP /IN | $238.5K | 0.0% |
| SELECT SECTOR SPDR TR | $239.0K | 0.0% |
| STARBUCKS CORP | $239.2K | 0.0% |