Caldwell Trust Co - Portfolio overview

Caldwell Trust Co has 834 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. AMZN - AMAZON COM INC, 3.73%
2. VOO - VANGUARD INDEX FDS, 2.94%
3. IVV - ISHARES TR, 2.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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