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 |
|---|---|
PSAPUBLIC STORAGE OPER CO | $15K |
AFBALLIANCEBERNSTEIN NATL MUN I | $14K |
DHSWISDOMTREE TR | $14K |
YORWYORK WTR CO | $14K |
TTCTORO CO | $14K |
CHTRCHARTER COMMUNICATIONS INC N | $14K |
DTMDT MIDSTREAM INC | $14K |
PLTRPALANTIR TECHNOLOGIES INC | $14K |
SPDWSPDR INDEX SHS FDS | $14K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $14K |
CAGCONAGRA BRANDS INC | $13K |
USIGISHARES TR | $13K |
AGGYWISDOMTREE TR | $13K |
RABROOKFIELD REAL ASSETS INCOM | $13K |
HOLXHOLOGIC INC | $13K |
ROLROLLINS INC | $13K |
MTBM & T BK CORP | $13K |
PFLPIMCO INCOME STRATEGY FD | $13K |
QHYWISDOMTREE TR | $12K |
VRPINVESCO EXCH TRADED FD TR II | $12K |
BNBROOKFIELD CORP | $12K |
CMECME GROUP INC | $12K |
PYPLPAYPAL HLDGS INC | $12K |
SUSUNCOR ENERGY INC NEW | $12K |
GATXGATX CORP | $12K |
SPTMSPDR SERIES TRUST | $11K |
ARKKARK ETF TR | $11K |
ADCAGREE RLTY CORP | $11K |
BAC 7.25 PERP LBANK AMERICA CORP | $11K |
ORLYOREILLY AUTOMOTIVE INC | $11K |
DGROISHARES TR | $11K |
ABMABM INDS INC | $10K |
XOPSPDR SERIES TRUST | $10K |
FHLCFIDELITY COVINGTON TRUST | $10K |
8CWCROWN CASTLE INC | $10K |
PAGPPLAINS GP HLDGS L P | $10K |
KVUEKENVUE INC | $10K |
AEEAMEREN CORP | $10K |
NSANATIONAL STORAGE AFFILIATES | $10K |
PFFDGLOBAL X FDS | $9K |
ALBALBEMARLE CORP | $9K |
REGLPROSHARES TR | $9K |
GVIISHARES TR | $9K |
VYMIVANGUARD WHITEHALL FDS | $9K |
JPCNUVEEN PFD & INCOME OPPORTUN | $9K |
BCEBCE INC | $9K |
IUSBISHARES TR | $9K |
BF/ABROWN FORMAN CORP | $8K |
KDPKEURIG DR PEPPER INC | $8K |
GSKGSK PLC | $8K |
FXLFIRST TR EXCHANGE TRADED FD | $8K |
FTVFORTIVE CORP | $8K |
VDCVANGUARD WORLD FD | $8K |
SUXTD SYNNEX CORPORATION | $8K |
AGMFEDERAL AGRIC MTG CORP | $8K |
WABWABTEC | $8K |
BNDXVANGUARD CHARLOTTE FDS | $7K |
ANGLVANECK ETF TRUST | $7K |
SMCISUPER MICRO COMPUTER INC | $7K |
ZBHZIMMER BIOMET HOLDINGS INC | $7K |
MINTPIMCO ETF TR | $7K |
TDYTELEDYNE TECHNOLOGIES INC | $7K |
PJULINNOVATOR ETFS TRUST | $7K |
POCTINNOVATOR ETFS TRUST | $7K |
IFFINTERNATIONAL FLAVORS&FRAGRA | $7K |
PJANINNOVATOR ETFS TRUST | $7K |
SCHPSCHWAB STRATEGIC TR | $7K |
VIOVVANGUARD ADMIRAL FDS INC | $7K |
USHYISHARES TR | $7K |
EIXEDISON INTL | $7K |
ILCVISHARES TR | $7K |
PAPRINNOVATOR ETFS TRUST | $7K |
STZCONSTELLATION BRANDS INC | $7K |
KHCKRAFT HEINZ CO | $6K |
MRPMILLROSE PPTYS INC | $6K |
QTECFIRST TR EXCHANGE-TRADED FD | $6K |
CAHCARDINAL HEALTH INC | $6K |
BBARRICK MNG CORP | $6K |
ETWEATON VANCE TAX-MANAGED GLOB | $6K |
OXY/WSOCCIDENTAL PETE CORP | $6K |
FXOFIRST TR EXCHANGE TRADED FD | $6K |
HMCHONDA MOTOR LTD | $6K |
SCHCSCHWAB STRATEGIC TR | $6K |
RMERESMED INC | $6K |
AIGAMERICAN INTL GROUP INC | $6K |
HYGVFLEXSHARES TR | $6K |
RSGREPUBLIC SVCS INC | $5K |
QC10FLAGSTAR FINANCIAL INC | $5K |
DEMWISDOMTREE TR | $5K |
LDURPIMCO ETF TR | $5K |
TRPTC ENERGY CORP | $5K |
LUVSOUTHWEST AIRLS CO | $5K |
CRSPCRISPR THERAPEUTICS AG | $5K |
NBBNUVEEN TAXABLE MUNICPAL INM | $5K |
FFORD MTR CO | $4K |
TPYPTORTOISE CAPITAL SERIES TRUS | $4K |
WBAWALGREENS BOOTS ALLIANCE INC | $4K |
SPLVINVESCO EXCH TRADED FD TR II | $4K |
KDKYNDRYL HLDGS INC | $4K |
BWZSPDR SERIES TRUST | $4K |