Caldwell Trust Co

Q4 2019 13F Holdings Report, Stock Holdings

Signature - Title
RG Kelly Caldwell, Jr. - President and CEO
Location
Venice, FL
Holdings as of
31 Dec 2019
Value $
$654,813,454
Num holdings
802
Filing time
06 Oct 2025, 11:01:33 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPY, AAPL, NEE, FLOT, and AMZN.
Next filing
Q1 2020 - 02 Oct 2025
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
RG Kelly Caldwell, Jr. President and CEO Venice, Florida 03 Oct 2025

Other Included Managers (3):

Num Name Location File Number
1 NEUBERGER BERMAN MUNICIPAL FUND INC.
2 CUMBERLAND ADVISORS INC Sarasota, FL 028-11051
3 HighTower Advisors, LLC Chicago, IL 028-13510