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 Market Cap. of Under $50 Millions
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