Caldwell Trust Co Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$1.1B
Holdings
754
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (754 positions)
| Stock | Value |
|---|---|
CHICALAMOS CONV OPPORTUNITIES & | $16K |
VRTVERTIV HOLDINGS CO | $16K |
VSTVISTRA CORP | $16K |
IATISHARES TR | $16K |
LULULULULEMON ATHLETICA INC | $15K |
IJKISHARES TR | $15K |
DHSWISDOMTREE TR | $15K |
JOBYJOBY AVIATION INC | $15K |
NBTBNBT BANCORP INC | $15K |
IEXIDEX CORP | $15K |
LKQ1LKQ CORP | $15K |
AOAISHARES TR | $15K |
AFBALLIANCEBERNSTEIN NATL MUN I | $15K |
CNPCENTERPOINT ENERGY INC | $15K |
MIDDMIDDLEBY CORP | $15K |
TTCTORO CO | $15K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $14K |
DTMDT MIDSTREAM INC | $14K |
SUSUNCOR ENERGY INC NEW | $14K |
PULSPGIM ETF TR | $14K |
MTBM & T BK CORP | $13K |
ROLROLLINS INC | $13K |
AWMSKYWORKS SOLUTIONS INC | $13K |
USIGISHARES TR | $13K |
AGGYWISDOMTREE TR | $13K |
SBACSBA COMMUNICATIONS CORP NEW | $13K |
BNBROOKFIELD CORP | $13K |
QHYWISDOMTREE TR | $12K |
RABROOKFIELD REAL ASSETS INCOM | $12K |
GATXGATX CORP | $12K |
ARKKARK ETF TR | $12K |
VRPINVESCO EXCH TRADED FD TR II | $12K |
SPTMSPDR SERIES TRUST | $12K |
PFLPIMCO INCOME STRATEGY FD | $12K |
VFHVANGUARD WORLD FD | $12K |
KMXCARMAX INC | $11K |
CAGCONAGRA BRANDS INC | $11K |
FHLCFIDELITY COVINGTON TRUST | $11K |
DGDOLLAR GEN CORP NEW | $11K |
DGROISHARES TR | $11K |
BTZBLACKROCK CR ALLOCATION INCO | $11K |
NVONOVO-NORDISK A S | $11K |
XOPSPDR SERIES TRUST | $10K |
ADCAGREE RLTY CORP | $10K |
IEIISHARES TR | $10K |
AG8AGILENT TECHNOLOGIES INC | $9K |
REGLPROSHARES TR | $9K |
ABMABM INDS INC | $9K |
VYMIVANGUARD WHITEHALL FDS | $9K |
PFFDGLOBAL X FDS | $9K |
FSTAFIDELITY COVINGTON TRUST | $9K |
AEEAMEREN CORP | $9K |
SCHHSCHWAB STRATEGIC TR | $8K |
IUSBISHARES TR | $8K |
BF/ABROWN FORMAN CORP | $8K |
NSANATIONAL STORAGE AFFILIATES | $8K |
SUXTD SYNNEX CORPORATION | $8K |
FXLFIRST TR EXCHANGE TRADED FD | $8K |
ZMZOOM COMMUNICATIONS INC | $8K |
FTVFORTIVE CORP | $8K |
EFAVISHARES TR | $7K |
MINTPIMCO ETF TR | $7K |
CHTRCHARTER COMMUNICATIONS INC N | $7K |
VIOVVANGUARD ADMIRAL FDS INC | $7K |
PYPLPAYPAL HLDGS INC | $7K |
BNDXVANGUARD CHARLOTTE FDS | $7K |
VDCVANGUARD WORLD FD | $7K |
EIXEDISON INTL | $7K |
KDPKEURIG DR PEPPER INC | $7K |
ILCVISHARES TR | $7K |
TDYTELEDYNE TECHNOLOGIES INC | $7K |
KHCKRAFT HEINZ CO | $6K |
QC10FLAGSTAR BANK NATIONAL ASSOC | $6K |
QTECFIRST TR EXCHANGE-TRADED FD | $6K |
HMCHONDA MOTOR LTD | $6K |
BTXBLACKROCK TECH AND PRIVATE E | $6K |
SCHCSCHWAB STRATEGIC TR | $6K |
ETWEATON VANCE TAX-MANAGED GLOB | $6K |
IFFINTERNATIONAL FLAVORS&FRAGRA | $6K |
AGMFEDERAL AGRIC MTG CORP | $6K |
LUVSOUTHWEST AIRLS CO | $6K |
SWKSTANLEY BLACK & DECKER INC | $6K |
BAC 7.25 PERP LBANK AMERICA CORP | $6K |
APLDAPPLIED DIGITAL CORP | $6K |
TRPTC ENERGY CORP | $5K |
LDURPIMCO ETF TR | $5K |
JPCNUVEEN PFD & INCOME OPPORTUN | $5K |
HPSHANCOCK JOHN PFD INCOME FD I | $5K |
DEMWISDOMTREE TR | $5K |
RMERESMED INC | $5K |
AIGAMERICAN INTL GROUP INC | $5K |
CRSPCRISPR THERAPEUTICS AG | $5K |
HYGVFLEXSHARES TR | $5K |
STZCONSTELLATION BRANDS INC | $5K |
GVIISHARES TR | $4K |
NBBNUVEEN TAXABLE MUNICPAL INM | $4K |
OXY/WSOCCIDENTAL PETE CORP | $4K |
RSGREPUBLIC SVCS INC | $4K |
FFORD MTR CO | $4K |
ECGEVERUS CONSTR GROUP | $4K |