Caldwell Trust Co Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationvenice, FL
- CIK0002080218
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
750 | $1.07 B | AAPL, NVDA, SPY, MSFT | 13F-HR | Oct 23, 2025 | 000142050625002900 | ||
745 | $1.00 B | NVDA, AAPL, SPY, MSFT | 13F-HR | Sep 22, 2025 | 000142050625002730 | ||
751 | $932.08 M | AAPL, NVDA, SPY, MSFT | 13F-HR | Sep 23, 2025 | 000142050625002738 | ||
711 | $957.34 M | AAPL, NVDA, SPY, MSFT | 13F-HR | Sep 24, 2025 | 000142050625002748 | ||
703 | $952.25 M | AAPL, NVDA, SPY, MSFT | 13F-HR | Sep 24, 2025 | 000142050625002749 | ||
690 | $903.65 M | AAPL, NVDA, MSFT, SPY | 13F-HR | Sep 24, 2025 | 000142050625002750 | ||
702 | $859.06 M | AAPL, NVDA, SPY, MSFT | 13F-HR | Sep 24, 2025 | 000142050625002751 | ||
703 | $792.09 M | AAPL, SPY, MSFT, NVDA | 13F-HR | Oct 1, 2025 | 000142050625002778 | ||
705 | $733.07 M | AAPL, SPY, MSFT, NVDA | 13F-HR | Oct 1, 2025 | 000142050625002780 | ||
756 | $766.49 M | AAPL, MSFT, SPY, HD | 13F-HR | Oct 1, 2025 | 000142050625002782 | ||
728 | $720.67 M | AAPL, SPY, MSFT, HD | 13F-HR | Oct 1, 2025 | 000142050625002784 | ||
726 | $707.10 M | AAPL, SPY, MSFT, HD | 13F-HR | Oct 1, 2025 | 000142050625002786 | ||
721 | $673.29 M | AAPL, SPY, IGSB, MSFT | 13F-HR | Oct 1, 2025 | 000142050625002788 | ||
739 | $726.54 M | AAPL, IGSB, SPY, MSFT | 13F-HR | Oct 2, 2025 | 000142050625002791 | ||
745 | $839.29 M | AAPL, IGSB, SPY, MSFT | 13F-HR | Oct 2, 2025 | 000142050625002792 | ||
743 | $869.55 M | AAPL, IGSB, SPY, MSFT | 13F-HR | Oct 2, 2025 | 000142050625002794 | ||
732 | $791.19 M | IGSB, AAPL, SPY, AMZN | 13F-HR | Oct 2, 2025 | 000142050625002796 | ||
737 | $764.12 M | IGSB, AAPL, SPY, AMZN | 13F-HR | Oct 2, 2025 | 000142050625002798 | ||
710 | $717.10 M | AAPL, IGSB, SPY, AMZN | 13F-HR | Oct 2, 2025 | 000142050625002800 | ||
715 | $660.99 M | AAPL, SPY, IGSB, AMZN | 13F-HR | Oct 2, 2025 | 000142050625002808 | ||
721 | $608.30 M | AAPL, AMZN, SPY, IGSB | 13F-HR | Oct 2, 2025 | 000142050625002810 | ||
759 | $596.96 M | AAPL, SPY, AMZN, MSFT | 13F-HR | Oct 2, 2025 | 000142050625002812 | ||
795 | $527.96 M | SPY, AAPL, AMZN, NEE | 13F-HR | Oct 2, 2025 | 000142050625002814 | ||
802 | $654.81 M | SPY, AAPL, NEE, FLOT | 13F-HR | Oct 6, 2025 | 000142050625002820 |