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 |
|---|---|
FEFIRSTENERGY CORP | $35K |
BBHVANECK ETF TRUST | $34K |
IWVISHARES TR | $34K |
KRYSKRYSTAL BIOTECH INC | $34K |
TBXPROSHARES TR | $34K |
FBNDFIDELITY MERRIMACK STR TR | $34K |
OGSONE GAS INC | $33K |
BAXBAXTER INTL INC | $33K |
IEURISHARES TR | $33K |
CWBSPDR SERIES TRUST | $33K |
ARTYISHARES TR | $33K |
MPLXMPLX LP | $33K |
EFXEQUIFAX INC | $33K |
DONWISDOMTREE TR | $33K |
CIVBCIVISTA BANCSHARES INC | $32K |
MTCHMATCH GROUP INC NEW | $32K |
TELTE CONNECTIVITY PLC | $31K |
BHPBHP GROUP LTD | $31K |
DOVDOVER CORP | $31K |
NEMNEWMONT CORP | $31K |
IJSISHARES TR | $30K |
IWBISHARES TR | $30K |
UTGREAVES UTIL INCOME FD | $30K |
HRLHORMEL FOODS CORP | $30K |
VXUSVANGUARD STAR FDS | $29K |
MTZMASTEC INC | $29K |
RSPTINVESCO EXCHANGE TRADED FD T | $28K |
TXRHTEXAS ROADHOUSE INC | $28K |
PRKPARK NATL CORP | $28K |
MFCMANULIFE FINL CORP | $27K |
UGIUGI CORP NEW | $27K |
PNWPINNACLE WEST CAP CORP | $27K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $27K |
BBJPJ P MORGAN EXCHANGE TRADED F | $27K |
NWBINORTHWEST BANCSHARES INC MD | $27K |
BCOBRINKS CO | $27K |
BSCQINVESCO EXCH TRD SLF IDX FD | $26K |
LHLABCORP HOLDINGS INC | $25K |
VCITVANGUARD SCOTTSDALE FDS | $25K |
DVNDEVON ENERGY CORP NEW | $25K |
ORRFORRSTOWN FINL SVCS INC | $25K |
DGDOLLAR GEN CORP NEW | $25K |
AZNASTRAZENECA PLC | $24K |
IYJISHARES TR | $24K |
NINISOURCE INC | $24K |
NNNNNN REIT INC | $24K |
ADMARCHER DANIELS MIDLAND CO | $24K |
ORIOLD REP INTL CORP | $23K |
BRBROADRIDGE FINL SOLUTIONS IN | $23K |
BKLNINVESCO EXCH TRADED FD TR II | $22K |
GNTXGENTEX CORP | $22K |
GENGEN DIGITAL INC | $22K |
LRGFISHARES TR | $21K |
PTLCPACER FDS TR | $21K |
KELKELLANOVA | $21K |
REEVEREST GROUP LTD | $21K |
LECOLINCOLN ELEC HLDGS INC | $21K |
EFVISHARES TR | $21K |
KMXCARMAX INC | $20K |
SKAASKECHERS U S A INC | $20K |
EXREXTRA SPACE STORAGE INC | $20K |
EXGEATON VANCE TAX ADVT DIV INC | $20K |
NPKNATIONAL PRESTO INDS INC | $20K |
OEFISHARES TR | $19K |
PRGPROG HOLDINGS INC | $19K |
VSTVISTRA CORP | $19K |
FWRGFIRST WATCH RESTAURANT GROUP | $19K |
SPPPSPROTT PHYSICAL PLAT PALLAD | $19K |
BFKBLACKROCK MUN INCOME TR | $19K |
HPEHEWLETT PACKARD ENTERPRISE C | $19K |
DALDELTA AIR LINES INC DEL | $19K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $19K |
WPCWP CAREY INC | $19K |
PG4PRINCIPAL FINANCIAL GROUP IN | $19K |
LKQ1LKQ CORP | $19K |
FTFFRANKLIN LTD DURATION INCOME | $18K |
0J7QIAC INC | $18K |
MDUMDU RES GROUP INC | $17K |
HLTHILTON WORLDWIDE HLDGS INC | $17K |
NGGNATIONAL GRID PLC | $17K |
SFMSPROUTS FMRS MKT INC | $16K |
MTUMISHARES TR | $16K |
CHICALAMOS CONV OPPORTUNITIES & | $16K |
AWMSKYWORKS SOLUTIONS INC | $16K |
IQVIQVIA HLDGS INC | $16K |
SBACSBA COMMUNICATIONS CORP NEW | $16K |
SWKSTANLEY BLACK & DECKER INC | $16K |
BBCAJ P MORGAN EXCHANGE TRADED F | $16K |
BBAXJ P MORGAN EXCHANGE TRADED F | $16K |
EWEDWARDS LIFESCIENCES CORP | $16K |
NBTBNBT BANCORP INC | $15K |
MIDDMIDDLEBY CORP | $15K |
IEIISHARES TR | $15K |
IATISHARES TR | $15K |
PULSPGIM ETF TR | $15K |
IEXIDEX CORP | $15K |
WTRGESSENTIAL UTILS INC | $15K |
KMIKINDER MORGAN INC DEL | $15K |
CNPCENTERPOINT ENERGY INC | $15K |
BTXBLACKROCK TECH AND PRIVATE E | $15K |