Caldwell Trust CO Portfolio Holdings

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025

Caldwell Trust CO has filed its 13F form on September 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1 Trillion distributed in 814 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $55B, Apple Inc. with a value of $51.5B, Spdr S&P 500 ETF Trust with a value of $39.8B, Microsoft Corp with a value of $37.1B, and Amazon Com Inc with a value of $29.4B.

Examining the 13F form we can see an increase of $1T in the current position value.

Caldwell Trust CO is based out at Venice, FL

Below you can find more details about Caldwell Trust CO portfolio as well as his latest detailed transactions.

Portfolio value $1 Trillion
ETFs: $255 Billion
Technology: $205 Billion
Financial Services: $114 Billion
Consumer Cyclical: $78.9 Billion
Healthcare: $74.5 Billion
Industrials: $73.3 Billion
Consumer Defensive: $60.8 Billion
Communication Services: $50.4 Billion
Other: $65.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$246 Million 0.02% of portfolio
25,175
Q2 2025 New
$139B
$155 Million 0.02% of portfolio
4,329
Q2 2025 New
$68.2B
$177 Million 0.02% of portfolio
5,700
Q2 2025 New
$64.6B
$230 Million 0.02% of portfolio
2,863
Q2 2025 New
$19.5B
$222 Million 0.02% of portfolio
1,940
Q2 2025 New
$18B
$212 Million 0.02% of portfolio
8,242
Q2 2025 New
$11.3B
$160 Million 0.02% of portfolio
357
Q2 2025 New
$13.3B
$222 Million 0.02% of portfolio
1,263
Q2 2025 New
$87.4B
$166 Million 0.02% of portfolio
1,500
Q2 2025 New
$26.4B
$224 Million 0.02% of portfolio
1,688
Q2 2025 New
$89.8B
$240 Million 0.02% of portfolio
3,377
Q2 2025 New
$39.8B
$190 Million 0.02% of portfolio
1,921
Q2 2025 New
$18.2B
$158 Million 0.02% of portfolio
1,906
Q2 2025 New
$0
$217 Million 0.02% of portfolio
19,517
Q2 2025 New
$118B
$166 Million 0.02% of portfolio
3,440
Q2 2025 New
$83.7B
$202 Million 0.02% of portfolio
4,100
Q2 2025 New
$200B
$217 Million 0.02% of portfolio
2,544
Q2 2025 New
$54.4B
$227 Million 0.02% of portfolio
906
Q2 2025 New
$310B
$231 Million 0.02% of portfolio
761
Q2 2025 New
$54.7B
$221 Million 0.02% of portfolio
2,190
Q2 2025 New
$49.5B
$219 Million 0.02% of portfolio
211
Q2 2025 New
$32.6B
$152 Million 0.02% of portfolio
621
Q2 2025 New
$22.2B
$177 Million 0.02% of portfolio
990
Q2 2025 New
$75.3B
$231 Million 0.02% of portfolio
2,189
Q2 2025 New
$18.5B
$163 Million 0.02% of portfolio
3,000
Q2 2025 New
$36.5B
$199 Million 0.02% of portfolio
3,457
Q2 2025 New
$31.1B
$218 Million 0.02% of portfolio
1,969
Q2 2025 New
$105B
$247 Million 0.02% of portfolio
8,251
Q2 2025 New
$6.44B
$228 Million 0.02% of portfolio
10,689
Q2 2025 New
$207B
$187 Million 0.02% of portfolio
1,421
Q2 2025 New
$29.7B
$184 Million 0.02% of portfolio
3,557
Q2 2025 New
$47.3B
$217 Million 0.02% of portfolio
1,501
Q2 2025 New
$2.31B
$191 Million 0.02% of portfolio
1,000
Q2 2025 New
$45.3B
$157 Million 0.02% of portfolio
750
Q2 2025 New
$126B
$216 Million 0.02% of portfolio
1,031
Q2 2025 New
$18B
$55.9 Million 0.01% of portfolio
1,250
Q2 2025 New
$26B
$91.2 Million 0.01% of portfolio
3,000
Q2 2025 New
$73.3B
$70.7 Million 0.01% of portfolio
1,126
Q2 2025 New
$77.6B
$63 Million 0.01% of portfolio
410
Q2 2025 New
$39.6B
$60.2 Million 0.01% of portfolio
884
Q2 2025 New
$41.7B
$62.8 Million 0.01% of portfolio
200
Q2 2025 New
$16.8B
$58.4 Million 0.01% of portfolio
186
Q2 2025 New
$13.9B
$107 Million 0.01% of portfolio
5,082
Q2 2025 New
$3.04B
$112 Million 0.01% of portfolio
1,754
Q2 2025 New
$38.7B
$57.6 Million 0.01% of portfolio
105
Q2 2025 New
$16.3B
$131 Million 0.01% of portfolio
424
Q2 2025 New
$173B
$73.1 Million 0.01% of portfolio
1,191
Q2 2025 New
$8.86B
$72.4 Million 0.01% of portfolio
1,632
Q2 2025 New
$15.5B
$133 Million 0.01% of portfolio
820
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 814
  • Current Value $1 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date September 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 745 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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