Caldwell Trust CO Purchases in Q2 2025

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FXL
First Tr Exchange Traded Fd Fi

ETFs
50
New
$115.28 - $157.36 $5.76K - $7.87K
50 $7.87M
FTV
Fortive Corp

Technology
150
New
$52.13 - $74.29 $7.82K - $11.1K
150 $7.82M
VDC
Vanguard Consumer Staples ETF

ETFs
35
New
$204.89 - $224.73 $7.17K - $7.87K
35 $7.67M
SNX
Td Synnex Corp

Technology
56
New
$95.81 - $137.79 $5.37K - $7.72K
56 $7.6M
AGM
Federal Agricultural Mortgage Corp

Financial Services
39
New
$165.45 - $198.11 $6.45K - $7.73K
39 $7.58M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
36
New
$160.22 - $209.35 $5.77K - $7.54K
36 $7.54M
BNDX
Vanguard Total International B

ETFs
150
New
$48.77 - $49.55 $7.32K - $7.43K
150 $7.43M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
253
New
$27.29 - $29.28 $6.9K - $7.41K
253 $7.41M
Super Micro Computer Inc
150
New
N/A
150 $7.35M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
80
New
$90.21 - $112.66 $7.22K - $9.01K
80 $7.3M
TDY
Teledyne Technologies Inc

Technology
14
New
$435.54 - $512.31 $6.1K - $7.17K
14 $7.17M
PJUL
Innovator U.S. Equity Power Bu

ETFs
162
New
$37.66 - $43.85 $6.1K - $7.1K
162 $7.1M
POCT
Innovator U.S. Equity Power Bu

ETFs
171
New
$36.35 - $41.3 $6.22K - $7.06K
171 $7.06M
IFF
International Flavors & Fragrances Inc

Basic Materials
96
New
$66.85 - $79.33 $6.42K - $7.62K
96 $7.06M
PJAN
Innovator U.S. Equity Power Bu

ETFs
158
New
$38.7 - $44.05 $6.11K - $6.96K
158 $6.96M
SCHP
Schwab Strategic Us Tips ETF

ETFs
260
New
$26.18 - $26.93 $6.81K - $7K
260 $6.94M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
80
New
$71.94 - $86.02 $5.76K - $6.88K
80 $6.85M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
181
New
$35.3 - $37.51 $6.39K - $6.79K
181 $6.79M
EIX
Edison International

Utilities
130
New
$48.32 - $59.92 $6.28K - $7.79K
130 $6.71M
ILCV
Ishares Morningstar Value ETF

ETFs
80
New
$72.16 - $83.39 $5.77K - $6.67K
80 $6.67M
PAPR
Innovator U.S. Equity Power Bu

ETFs
177
New
$33.22 - $37.29 $5.88K - $6.6K
177 $6.6M
STZ
Constellation Brands, Inc.

Consumer Defensive
40
New
$160.0 - $195.62 $6.4K - $7.82K
40 $6.51M
KHC
Kraft Heinz CO

Consumer Defensive
251
New
$25.61 - $30.81 $6.43K - $7.73K
251 $6.48M
Millrose Pptys Inc
225
New
N/A
225 $6.42M
QTEC
First Trust Nasdaq 100 Technol

ETFs
30
New
$149.56 - $212.83 $4.49K - $6.38K
30 $6.39M
CAH
Cardinal Health Inc

Healthcare
38
New
$125.0 - $168.0 $4.75K - $6.38K
38 $6.38M
Barrick Mng Corp
300
New
N/A
300 $6.25M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
720
New
$7.2 - $8.65 $5.18K - $6.23K
720 $6.23M
OXYWS
Occidental Pete Corp Wt Exp 08
297
New
N/A
297 $6.15M
FXO
First Tr Exchange Traded Fd Fi

ETFs
107
New
$45.9 - $56.06 $4.91K - $6K
107 $6M
HMC
Honda Motor CO LTD

Consumer Cyclical
205
New
$25.0 - $30.93 $5.13K - $6.34K
205 $5.91M
SCHC
Schwab Strategic Tr Intl Small

ETFs
134
New
$32.41 - $42.59 $4.34K - $5.71K
134 $5.71M
RMD
Resmed Inc

Healthcare
22
New
$204.54 - $258.0 $4.5K - $5.68K
22 $5.68M
AIG
American International Group, Inc.

Financial Services
66
New
$77.56 - $87.72 $5.12K - $5.79K
66 $5.65M
HYGV
Flexshares Tr High Yield Value

ETFs
135
New
$38.45 - $41.03 $5.19K - $5.54K
135 $5.54M
RSG
Republic Services, Inc.

Industrials
22
New
$227.2 - $258.07 $5K - $5.68K
22 $5.43M
Flagstar Financial Inc
500
New
N/A
500 $5.3M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
115
New
$37.51 - $45.52 $4.31K - $5.23K
115 $5.21M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
54
New
$94.78 - $95.97 $5.12K - $5.18K
54 $5.18M
TRP
Tc Energy Corp

Energy
100
New
$44.48 - $51.4 $4.45K - $5.14K
100 $4.88M
LUV
Southwest Airlines CO

Industrials
150
New
$24.04 - $34.36 $3.61K - $5.15K
150 $4.87M
CRSP
Crispr Therapeutics Ag

Healthcare
100
New
$31.27 - $48.64 $3.13K - $4.86K
100 $4.86M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
292
New
$14.83 - $16.07 $4.33K - $4.69K
292 $4.62M
F
Ford Motor CO

Consumer Cyclical
407
New
$8.69 - $10.85 $3.54K - $4.42K
407 $4.42M
Tortoise Capital Series Trus
112
New
N/A
112 $4M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
347
New
$10.59 - $11.48 $3.67K - $3.98K
347 $3.98M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
53
New
$68.13 - $74.77 $3.61K - $3.96K
53 $3.86M
KD
Kyndryl Holdings, Inc.

Technology
85
New
$27.77 - $41.96 $2.36K - $3.57K
85 $3.57M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
125
New
$26.27 - $28.07 $3.28K - $3.51K
125 $3.51M
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
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