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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	$1,069,864,003

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	251,003	$63,912,894	5.97%
2.	Nvidia Corp	NVDA	334,404	$62,393,098	5.83%
3.	Spdr S & P 500 Etf Trust	SPY	62,049	$41,335,803	3.86%
4.	Microsoft Corp	MSFT	75,331	$39,017,692	3.65%
5.	Alphabet Inc.	GOOGL	129,874	$31,572,369	2.95%