Caldwell Trust Co Q2 2025 Filing
Filed September 22, 2025
Portfolio Value
$1.0B
Holdings
745
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (745 positions)
| Stock | Value |
|---|---|
ULTAULTA BEAUTY INC | $78K |
PLDPROLOGIS INC. | $77K |
CMSCMS ENERGY CORP | $75K |
BROBROWN & BROWN INC | $75K |
BYMBLACKROCK MUN INCOME QUALITY | $74K |
CBCHUBB LIMITED | $74K |
TMTOYOTA MOTOR CORP | $73K |
TTENTOTALENERGIES SE | $73K |
OGEOGE ENERGY CORP | $72K |
ITTITT INC | $72K |
AWCAMERICAN WTR WKS CO INC NEW | $72K |
BENFRANKLIN RESOURCES INC | $72K |
HBANHUNTINGTON BANCSHARES INC | $72K |
BSCPINVESCO EXCH TRD SLF IDX FD | $71K |
WMBWILLIAMS COS INC | $71K |
ACLCAMERICAN CENTY ETF TR | $70K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $70K |
IJTISHARES TR | $68K |
SLVISHARES SILVER TR | $68K |
FTECFIDELITY COVINGTON TRUST | $68K |
GDXVANECK ETF TRUST | $68K |
CNRCANADIAN NATL RY CO | $68K |
LNGCHENIERE ENERGY INC | $67K |
VLTOVERALTO CORP | $66K |
BIPBROOKFIELD INFRAST PARTNERS | $66K |
CINFCINCINNATI FINL CORP | $66K |
IVZINVESCO LTD | $65K |
FLOTISHARES TR | $64K |
ARWARROW ELECTRS INC | $64K |
HALHALLIBURTON CO | $64K |
WELLWELLTOWER INC | $63K |
ZSZSCALER INC | $63K |
ASHASHLAND INC | $62K |
SCHVSCHWAB STRATEGIC TR | $62K |
IJKISHARES TR | $62K |
NDAQNASDAQ INC | $61K |
CFCF INDS HLDGS INC | $61K |
DYDYCOM INDS INC | $61K |
IRTINDEPENDENCE RLTY TR INC | $61K |
SDOGALPS ETF TR | $60K |
XELXCEL ENERGY INC | $60K |
XEXGXEATON VANCE TAX-MANAGED GLOB | $59K |
RSRELIANCE INC | $58K |
ESGFLEXSHARES TR | $58K |
BKNGBOOKING HOLDINGS INC | $58K |
MLMMARTIN MARIETTA MATLS INC | $58K |
FBINFORTUNE BRANDS INNOVATIONS I | $56K |
FUNSIX FLAGS ENTERTAINMENT CORP | $56K |
YUMCYUM CHINA HLDGS INC | $56K |
OMCOMNICOM GROUP INC | $55K |
ETENERGY TRANSFER L P | $55K |
XBISPDR SERIES TRUST | $55K |
DBEFDBX ETF TR | $55K |
XYZBLOCK INC | $54K |
VCSHVANGUARD SCOTTSDALE FDS | $54K |
FVDFIRST TR EXCHANGE-TRADED FD | $54K |
AMCRAMCOR PLC | $54K |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $53K |
WFC 7.5 PERP LWELLS FARGO CO NEW | $53K |
TSCOTRACTOR SUPPLY CO | $53K |
WSWORTHINGTON STL INC | $52K |
SJMSMUCKER J M CO | $52K |
REGNREGENERON PHARMACEUTICALS | $51K |
IUSVISHARES TR | $51K |
VGSHVANGUARD SCOTTSDALE FDS | $51K |
SBG1SEACOAST BKG CORP FLA | $51K |
BIIBBIOGEN INC | $50K |
FRMEFIRST MERCHANTS CORP | $50K |
WCNWASTE CONNECTIONS INC | $49K |
QQQEDIREXION SHS ETF TR | $49K |
LAMRLAMAR ADVERTISING CO NEW | $49K |
NTRSNORTHERN TR CORP | $48K |
IWDISHARES TR | $48K |
JHMMJOHN HANCOCK EXCHANGE TRADED | $48K |
SFSTIFEL FINL CORP | $47K |
ABGCENCORA INC | $46K |
AMTMAMENTUM HOLDINGS INC | $46K |
W3UWESTERN UN CO | $45K |
FCXFREEPORT-MCMORAN INC | $44K |
FNCLFIDELITY COVINGTON TRUST | $44K |
BSCRINVESCO EXCH TRD SLF IDX FD | $44K |
NXSTNEXSTAR MEDIA GROUP INC | $44K |
CVSCVS HEALTH CORP | $43K |
RWRSPDR SERIES TRUST | $43K |
LYBLYONDELLBASELL INDUSTRIES N | $43K |
MUMICRON TECHNOLOGY INC | $43K |
DELLDELL TECHNOLOGIES INC | $42K |
XYLXYLEM INC | $41K |
TDTORONTO DOMINION BK ONT | $41K |
IDXXIDEXX LABS INC | $41K |
RYNRAYONIER INC | $39K |
JLLJONES LANG LASALLE INC | $38K |
VISVANGUARD WORLD FD | $38K |
OSKOSHKOSH CORP | $38K |
TAXFAMERICAN CENTY ETF TR | $38K |
MASMASCO CORP | $37K |
ESEVERSOURCE ENERGY | $37K |
BKBANK NEW YORK MELLON CORP | $36K |
TLTISHARES TR | $36K |
RGLDROYAL GOLD INC | $36K |