Caldwell Trust CO Reduced Holdings in Q3 2025

Caldwell Trust CO

Stock	Shares change	Price Range	Shares Held
RSP Invesco S&P 500 Equal Weight E ETFs	-323 - 0.44%	$181.56 - $190.33 $58.6K - $61.5K	72.8K $13.8B
QQQ Invesco Qqq Trust, Series 1 ETFs	-532 - 2.66%	$546.99 - $602.2 $291K - $320K	19.5K $11.7B
CVX Chevron Corp Energy	-109 - 0.19%	$145.57 - $161.83 $15.9K - $17.6K	57.1K $8.87B
IJR Ishares Core S&P Sm Cap ETF ETFs	-489 - 0.54%	$108.46 - $120.63 $53K - $59K	89.3K $10.6B
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	-900 - 4.51%	$224.68 - $282.71 $202K - $254K	19.1K $5.32B
NEE Nextera Energy Inc Utilities	-3.46K - 1.88%	$69.77 - $77.54 $241K - $268K	180K $13.6B
ABBV Abb Vie Inc. Healthcare	-121 - 0.48%	$184.85 - $231.54 $22.4K - $28K	25K $5.79B
Blackrock Inc	-55 - 0.46%	N/A	12K $14B
AVGO Broadcom Inc. Technology	-418 - 1.47%	$264.74 - $369.57 $111K - $154K	27.9K $9.21B
SPY Spdr S&P 500 ETF Trust ETFs	-2.36K - 3.66%	$617.65 - $666.84 $1.45M - $1.57M	62K $41.3B
JPM Jpmorgan Chase & CO Financial Services	-542 - 0.79%	$282.78 - $316.06 $153K - $171K	67.6K $21.3B
HD Home Depot, Inc. Consumer Cyclical	-1.02K - 1.93%	$357.4 - $423.42 $365K - $433K	51.9K $21B
CAT Caterpillar Inc Industrials	-109 - 0.58%	$390.92 - $477.15 $42.6K - $52K	18.8K $8.98B
NVDA Nvidia Corp Technology	-13.9K - 3.99%	$153.3 - $186.58 $2.13M - $2.59M	334K $62.4B
GOOGL Alphabet Inc. Communication Services	-2.83K - 2.13%	$174.36 - $254.72 $493K - $720K	130K $31.6B

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