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Home > Institutional Investor > Caldwell Trust Co > Profile

Instuitional Investor - Caldwell Trust Co

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Caldwell Trust Co
Portfolio Value	$1,125,028,570

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	249,061	$67,709,724	6.02%
2.	Nvidia Corp	NVDA	323,722	$60,374,153	5.37%
3.	Spdr S & P 500 Etf Trust	SPY	61,602	$42,007,636	3.73%
4.	Alphabet Inc.	GOOGL	123,338	$38,604,794	3.43%
5.	Microsoft Corp	MSFT	74,876	$36,211,531	3.22%