Sanibel Captiva Trust Company, Inc. Incresed Positions in Q1 2025

Sanibel Captiva Trust Company, Inc.

  • $3.08 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
1.06K
+ 3.32%
$576.36 - $736.67 $608K - $777K
32.8K $18.9B
WFC
Wells Fargo & Company

Financial Services
3.97K
+ 23.06%
$66.78 - $81.42 $265K - $323K
21.2K $1.52B
VTI
Vanguard Total Stock Market Et

ETFs
2.28K
+ 10.74%
$271.18 - $303.12 $618K - $691K
23.5K $6.46B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.75K
+ 34.52%
$27.01 - $28.54 $209K - $221K
30.2K $844M
OXY
Occidental Petroleum Corp

Energy
4.53K
+ 24.81%
$45.45 - $52.7 $206K - $239K
22.8K $1.13B
WM
Waste Management Inc

Industrials
264
+ 4.94%
$200.54 - $233.78 $52.9K - $61.7K
5.61K $1.3B
AWK
American Water Works Company, Inc.

Utilities
425
+ 6.55%
$121.01 - $149.31 $51.4K - $63.5K
6.91K $1.02B
D
Dominion Energy, Inc

Utilities
2.95K
+ 16.44%
$52.85 - $57.43 $156K - $170K
20.9K $1.17B
EXC
Exelon Corp

Utilities
2K
+ 16.69%
$37.3 - $46.08 $74.6K - $92.2K
14K $644M
EFA
Ishares Tr Msci Eafe ETF

ETFs
437
+ 1.79%
$74.85 - $84.89 $32.7K - $37.1K
24.9K $2.03B
C
Citigroup Inc

Financial Services
1.79K
+ 12.63%
$67.23 - $84.63 $120K - $152K
16K $1.13B
URI
United Rentals, Inc.

Industrials
576
+ 17.85%
$594.17 - $789.56 $342K - $455K
3.8K $2.38B
DVY
Ishares Tr

ETFs
700
+ 17.9%
$128.58 - $138.1 $90K - $96.7K
4.61K $619M
VTV
Vanguard Value ETF

ETFs
379
+ 3.51%
$167.73 - $179.21 $63.6K - $67.9K
11.2K $1.93B
XLE
Energy Sector Spdr

ETFs
170
+ 1.64%
$85.7 - $93.96 $14.6K - $16K
10.6K $986M
ECL
Ecolab Inc.

Basic Materials
165
+ 6.24%
$229.72 - $269.82 $37.9K - $44.5K
2.81K $713M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.8K
+ 39.49%
$49.78 - $53.19 $89.4K - $95.5K
6.34K $324M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.47K
+ 11.96%
$102.49 - $119.96 $561K - $657K
51.2K $5.36B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.5K
+ 16.44%
$42.5 - $46.71 $63.8K - $70.1K
10.6K $481M
XEL
Xcel Energy Inc

Utilities
59
+ 0.3%
$63.37 - $72.1 $3.74K - $4.25K
19.6K $1.39B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
16
+ 2.49%
$402.49 - $513.76 $6.44K - $8.22K
659 $319M
SYY
Sysco Corp

Consumer Defensive
1.27K
+ 5.08%
$70.0 - $77.13 $88.7K - $97.7K
26.2K $1.97B
MS
Morgan Stanley

Financial Services
1.28K
+ 10.58%
$111.68 - $141.08 $143K - $180K
13.3K $1.56B
EXR
Extra Space Storage Inc.

Real Estate
262
+ 19.25%
$143.8 - $161.28 $37.7K - $42.3K
1.62K $241M
VEU
Vanguard Ftse All World Ex Us

ETFs
253
+ 3.73%
$56.51 - $62.98 $14.3K - $15.9K
7.03K $427M
GIS
General Mills Inc

Consumer Defensive
1.76K
+ 9.72%
$57.56 - $65.3 $101K - $115K
19.8K $1.19B
ITOT
Ishares Core S&P Total U.S. St

ETFs
423
+ 9.38%
$120.29 - $134.6 $50.9K - $56.9K
4.93K $602M
GFS
Globalfoundries Inc.

Technology
2K
+ 21.12%
$36.53 - $46.01 $73.1K - $92K
11.5K $423M
HYG
Ishares Tr

ETFs
155
+ 0.84%
$78.51 - $80.11 $12.2K - $12.4K
18.7K $1.48B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.23K
+ 13.67%
$21.23 - $23.75 $26.1K - $29.2K
10.2K $220M
RWR
Spdr Dow Jones Reit ETF

ETFs
125
+ 2.79%
$95.15 - $104.06 $11.9K - $13K
4.61K $456M
SPYG
Spdr Portfolio

ETFs
19.5K
+ 9.44%
$80.05 - $92.39 $1.56M - $1.8M
227K $18.2B
HSY
Hershey CO

Consumer Defensive
33
+ 2.26%
$144.74 - $186.36 $4.78K - $6.15K
1.49K $255M
DHI
Horton D R Inc

Consumer Cyclical
690
+ 9.4%
$125.29 - $147.65 $86.5K - $102K
8.03K $1.02B
NEE
Nextera Energy Inc

Utilities
1.95K
+ 0.74%
$66.96 - $76.16 $131K - $149K
265K $18.8B
ROST
Ross Stores, Inc.

Consumer Cyclical
16
+ 0.45%
$123.3 - $154.95 $1.97K - $2.48K
3.54K $452M
ETN
Eaton Corp PLC

Industrials
719
+ 14.36%
$271.83 - $371.23 $195K - $267K
5.73K $1.56B
NVO
Novo Nordisk A S

Healthcare
1.46K
+ 9.37%
$69.3 - $90.95 $101K - $133K
17K $1.18B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.92K
+ 14.53%
$165.25 - $224.62 $648K - $881K
30.9K $5.13B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
41
+ 0.18%
$47.79 - $59.89 $1.96K - $2.46K
23.3K $1.17B
GS
Goldman Sachs Group Inc

Financial Services
401
+ 2.18%
$524.81 - $672.19 $210K - $270K
18.8K $10.3B
VB
Vanguard Small Cap ETF

ETFs
510
+ 1.32%
$217.89 - $252.64 $111K - $129K
39.2K $8.69B
AXP
American Express CO

Financial Services
1.53K
+ 3.2%
$255.39 - $325.87 $392K - $500K
49.5K $13.3B
BX
Blackstone Inc.

Financial Services
1.06K
+ 2.93%
$136.53 - $186.74 $144K - $197K
37.1K $5.19B
AMD
Advanced Micro Devices Inc

Technology
13.3K
+ 8.21%
$96.63 - $129.55 $1.28M - $1.72M
175K $18B
CMI
Cummins Inc

Industrials
1.26K
+ 2.04%
$312.92 - $386.07 $393K - $485K
62.7K $19.6B
EMR
Emerson Electric CO

Industrials
10
+ 0.01%
$108.64 - $131.17 $1.09K - $1.31K
136K $14.9B
TGT
Target Corp

Consumer Defensive
4.69K
+ 5.8%
$103.65 - $142.5 $486K - $669K
85.7K $8.94B
TSLA
Tesla, Inc.

Consumer Cyclical
5.73K
+ 22.02%
$222.15 - $428.22 $1.27M - $2.45M
31.8K $8.23B
Activity Summary
Buys All Purchases 121 New Holdings 16 Increased Positions 105 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 0
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