Caldwell Trust Co
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SELECT SECTOR SPDR TR | $241.2K | 0.0% |
| DNP SELECT INCOME FUND INCDNP | $243.8K | 0.0% |
| ROYAL BK CDA | $244.7K | 0.0% |
| VANGUARD STAR FDS | $245.6K | 0.0% |
| SELECT SECTOR SPDR TR | $246.0K | 0.0% |
| T Rowe Price Group Inc | $246.7K | 0.0% |
| Otis Worldwide Corp | $247.5K | 0.0% |
| Corteva, Inc. | $250.7K | 0.0% |
| FIFTH THIRD BANCORP | $250.9K | 0.0% |
| Autodesk, Inc. | $251.0K | 0.0% |
| DIMENSIONAL ETF TRUST | $256.0K | 0.0% |
| Johnson Controls International plc | $262.1K | 0.0% |
| VANGUARD INDEX FDS | $267.7K | 0.0% |
| EQT Corp | $268.0K | 0.0% |
| EOG RESOURCES INC | $269.1K | 0.0% |
| SPDR SERIES TRUST | $272.9K | 0.0% |
| NRG Energy Inc | $273.9K | 0.0% |
| SPDR SERIES TRUST | $277.6K | 0.0% |
| Uber Technologies, Inc | $281.6K | 0.0% |
| BP PLC | $286.6K | 0.0% |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $289.1K | 0.0% |
| SCHWAB STRATEGIC TR | $290.0K | 0.0% |
| HERSHEY CO | $290.8K | 0.0% |
| CITIGROUP INC | $296.9K | 0.0% |
| FISERV INC | $298.6K | 0.0% |
| ONEOK Inc | $298.9K | 0.0% |
| ISHARES TR | $303.5K | 0.0% |
| Moody's Corp | $306.5K | 0.0% |
| ENBRIDGE INC | $309.8K | 0.0% |
| SYNOPSYS INC | $314.2K | 0.0% |
| DoorDash, Inc. | $315.3K | 0.0% |
| COOPER COMPANIES, INC. | $315.5K | 0.0% |
| INVESCO EXCHANGE TRADED FD T | $316.7K | 0.0% |
| NOVARTIS AG | $318.5K | 0.0% |
| EASTMAN CHEMICAL CO | $319.1K | 0.0% |
| Fortinet Inc | $327.6K | 0.0% |
| CINTAS CORP | $327.8K | 0.0% |
| Marathon Petroleum Corp | $329.5K | 0.0% |
| DIMENSIONAL ETF TRUST | $330.3K | 0.0% |
| TRAVELERS COMPANIES, INC. | $332.4K | 0.0% |
| General Motors Co | $333.4K | 0.0% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $333.5K | 0.0% |
| Digital Realty Trust Inc | $334.3K | 0.0% |
| TRUIST FINANCIAL CORP | $335.9K | 0.0% |
| Rockwell Automation Inc | $356.8K | 0.0% |
| VANGUARD INDEX FDS | $357.6K | 0.0% |
| VANGUARD INTL EQUITY INDEX F | $362.4K | 0.0% |
| COHEN & STEERS QUALITY INCOME REALTY FUND INCRQI | $363.1K | 0.0% |
| UNILEVER PLC | $366.8K | 0.0% |
| VANGUARD WORLD FD | $371.3K | 0.0% |