Caldwell Trust CO Purchases in Q2 2025

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GNTX
Gentex Corp

Consumer Cyclical
1K
New
$20.83 - $23.52 $20.8K - $23.5K
1K $22M
NLOK
Norton Life Lock Inc.

Technology
740
New
N/A
740 $21.8M
LRGF
Ishares Tr

ETFs
335
New
$51.37 - $64.13 $17.2K - $21.5K
335 $21.5M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
420
New
$47.42 - $51.67 $19.9K - $21.7K
420 $21.3M
K
Kellogg CO

Consumer Defensive
265
New
$77.85 - $82.88 $20.6K - $22K
265 $21.1M
RE
Everest Re Group LTD

Financial Services
62
New
N/A
62 $21.1M
LECO
Lincoln Electric Holdings Inc

Industrials
100
New
$167.18 - $211.38 $16.7K - $21.1K
100 $20.7M
EFV
Msci Eafe Value ETF

ETFs
324
New
$52.4 - $64.65 $17K - $20.9K
324 $20.6M
KMX
Carmax Inc

Consumer Cyclical
300
New
$62.27 - $82.77 $18.7K - $24.8K
300 $20.2M
SKX
Skechers Usa Inc

Consumer Cyclical
318
New
$45.48 - $63.1 $14.5K - $20.1K
318 $20.1M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
816
New
$20.31 - $24.1 $16.6K - $19.7K
816 $19.7M
NPK
National Presto Industries Inc

Industrials
200
New
$81.06 - $99.62 $16.2K - $19.9K
200 $19.6M
OEF
Ishares S&P 100 ETF

ETFs
64
New
N/A
64 $19.5M
PRG
Prog Holdings, Inc.

Industrials
663
New
$24.02 - $30.31 $15.9K - $20.1K
663 $19.5M
VST
Vistra Corp.

Utilities
100
New
$98.07 - $195.04 $9.81K - $19.5K
100 $19.4M
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
1.2K
New
$14.92 - $20.09 $17.9K - $24.1K
1.2K $19.2M
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
1.64K
New
$9.05 - $12.22 $14.8K - $20K
1.64K $19.2M
BFK
Blackrock Municipal Income Trust

Financial Services
2K
New
$9.2 - $9.99 $18.4K - $20K
2K $19.2M
HPE
Hewlett Packard Enterprise CO

Technology
928
New
$12.51 - $20.45 $11.6K - $19K
928 $19M
DAL
Delta Air Lines, Inc.

Industrials
384
New
$35.88 - $52.99 $13.8K - $20.3K
384 $18.9M
Fidelity Wise Origin Bitcoin
200
New
N/A
200 $18.8M
WPC
W. P. Carey Inc.

Real Estate
300
New
$56.12 - $64.53 $16.8K - $19.4K
300 $18.7M
PFG
Principal Financial Group Inc

Financial Services
235
New
$69.56 - $86.19 $16.3K - $20.3K
235 $18.7M
LKQ
Lkq Corp

Consumer Cyclical
500
New
$36.86 - $43.38 $18.4K - $21.7K
500 $18.5M
FTF
Franklin LTD Duration Income Trust

Financial Services
2.8K
New
$5.86 - $6.47 $16.4K - $18.1K
2.8K $18M
IAC
Iac/Inter Active Corp

Communication Services
475
New
$32.68 - $40.02 $15.5K - $19K
475 $17.7M
MDU
Mdu Resources Group Inc

Industrials
1.04K
New
$15.6 - $17.76 $16.2K - $18.5K
1.04K $17.3M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
64
New
$201.28 - $266.34 $12.9K - $17K
64 $17M
NGG
National Grid PLC

Utilities
229
New
$62.74 - $74.79 $14.4K - $17.1K
229 $17M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
100
New
$144.63 - $179.53 $14.5K - $18K
100 $16.5M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
68
New
$180.84 - $240.32 $12.3K - $16.3K
68 $16.3M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
1.53K
New
$8.65 - $10.52 $13.3K - $16.1K
1.53K $16.1M
SWKS
Skyworks Solutions, Inc.

Technology
216
New
$49.2 - $74.95 $10.6K - $16.2K
216 $16.1M
IQV
Iqvia Holdings Inc.

Healthcare
102
New
$137.0 - $174.37 $14K - $17.8K
102 $16.1M
SBAC
Sba Communications Corp

Real Estate
68
New
$208.57 - $243.4 $14.2K - $16.6K
68 $16M
SWK
Stanley Black & Decker, Inc.

Industrials
235
New
$55.86 - $76.98 $13.1K - $18.1K
235 $15.9M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
196
New
$65.42 - $80.7 $12.8K - $15.8K
196 $15.8M
EW
Edwards Lifesciences Corp

Healthcare
200
New
$67.07 - $78.22 $13.4K - $15.6K
200 $15.6M
BBAX
J P Morgan Betabuilders Develo

ETFs
287
New
$42.69 - $54.65 $12.3K - $15.7K
287 $15.6M
NBTB
Nbt Bancorp Inc

Financial Services
372
New
$38.62 - $44.8 $14.4K - $16.7K
372 $15.5M
MIDD
Middleby Corp

Industrials
106
New
$124.01 - $154.76 $13.1K - $16.4K
106 $15.3M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
128
New
$116.93 - $119.39 $15K - $15.3K
128 $15.2M
IAT
Ishares Tr

ETFs
305
New
$39.71 - $49.55 $12.1K - $15.1K
305 $15.1M
PULS
Pgim ETF Tr

ETFs
300
New
$49.39 - $49.76 $14.8K - $14.9K
300 $14.9M
IEX
Idex Corp

Industrials
85
New
$160.66 - $191.29 $13.7K - $16.3K
85 $14.9M
WTRG
Essential Utilities, Inc.

Utilities
400
New
$36.92 - $41.39 $14.8K - $16.6K
400 $14.9M
KMI
Kinder Morgan, Inc.

Energy
503
New
$25.21 - $29.4 $12.7K - $14.8K
503 $14.8M
CNP
Centerpoint Energy Inc

Utilities
400
New
$35.5 - $39.05 $14.2K - $15.6K
400 $14.7M
BIGZ
Black Rock Innovation & Growth Trust
2K
New
N/A
2K $14.7M
Activity Summary
Buys All Purchases 745 New Holdings 745 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Caldwell Trust CO Portfolio

Follow Caldwell Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email