Caldwell Trust CO Purchases in Q2 2025

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
25.1K
New
$170.16 - $206.27 $4.27M - $5.18M
25.1K $4.66B
PM
Philip Morris International Inc.

Consumer Defensive
25.5K
New
$149.23 - $184.95 $3.8M - $4.71M
25.5K $4.64B
SYK
Stryker Corp

Healthcare
11.7K
New
$337.37 - $395.63 $3.95M - $4.63M
11.7K $4.63B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
45.6K
New
$90.85 - $102.31 $4.14M - $4.66M
45.6K $4.59B
Arista Networks Inc
44.7K
New
N/A
44.7K $4.58B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.05K
New
$456.74 - $568.03 $3.68M - $4.57M
8.05K $4.57B
UNH
Unitedhealth Group Inc

Healthcare
14.5K
New
$274.35 - $599.47 $3.98M - $8.69M
14.5K $4.52B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
20K
New
$141.37 - $228.57 $2.82M - $4.56M
20K $4.52B
PEP
Pepsico Inc

Consumer Defensive
33.1K
New
$128.02 - $151.37 $4.23M - $5.01M
33.1K $4.37B
PWR
Quanta Services, Inc.

Industrials
11.4K
New
$239.47 - $381.26 $2.73M - $4.35M
11.4K $4.32B
EMR
Emerson Electric CO

Industrials
31K
New
$94.15 - $133.33 $2.92M - $4.13M
31K $4.13B
XLK
Technology Sector Spdr

ETFs
16.2K
New
$179.73 - $253.23 $2.91M - $4.09M
16.2K $4.09B
KO
Coca Cola CO

Consumer Defensive
56.8K
New
$68.37 - $73.9 $3.88M - $4.2M
56.8K $4.02B
DUK
Duke Energy Corp

Utilities
33K
New
$112.46 - $124.05 $3.72M - $4.1M
33K $3.9B
MRK
Merck & Co., Inc.

Healthcare
48.1K
New
$73.47 - $87.12 $3.53M - $4.19M
48.1K $3.81B
PAYX
Paychex Inc

Industrials
23.8K
New
$137.01 - $159.78 $3.26M - $3.81M
23.8K $3.47B
GOOG
Alphabet Inc.

Communication Services
19.4K
New
$146.58 - $180.01 $2.84M - $3.48M
19.4K $3.43B
GPC
Genuine Parts CO

Consumer Cyclical
27.4K
New
$105.54 - $129.09 $2.89M - $3.54M
27.4K $3.32B
RTX
Raytheon Technologies Corp

Industrials
22.3K
New
$113.75 - $148.48 $2.53M - $3.3M
22.3K $3.25B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
7.29K
New
$376.48 - $440.65 $2.74M - $3.21M
7.29K $3.21B
WRB
Berkley W R Corp

Financial Services
43.2K
New
$64.28 - $75.17 $2.77M - $3.24M
43.2K $3.17B
PANW
Palo Alto Networks Inc

Technology
15K
New
$152.44 - $204.64 $2.28M - $3.07M
15K $3.07B
LPLA
Lpl Financial Holdings Inc.

Financial Services
8.14K
New
$283.31 - $388.96 $2.31M - $3.17M
8.14K $3.05B
MUB
Ishares National Muni Bond ETF

ETFs
29.1K
New
$102.31 - $105.8 $2.98M - $3.08M
29.1K $3.04B
ACN
Accenture PLC

Technology
9.88K
New
$279.23 - $323.21 $2.76M - $3.19M
9.88K $2.95B
BAC
Bank Of America Corp

Financial Services
62.3K
New
$34.39 - $47.46 $2.14M - $2.96M
62.3K $2.95B
WM
Waste Management Inc

Industrials
12.7K
New
$216.47 - $242.1 $2.76M - $3.09M
12.7K $2.92B
LMT
Lockheed Martin Corp

Industrials
6.28K
New
$430.82 - $486.45 $2.7M - $3.05M
6.28K $2.91B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
45.5K
New
$50.08 - $63.14 $2.28M - $2.87M
45.5K $2.87B
VUG
Vanguard Growth ETF

ETFs
6.49K
New
$329.49 - $438.4 $2.14M - $2.85M
6.49K $2.85B
MS
Morgan Stanley

Financial Services
19.6K
New
$99.83 - $140.86 $1.96M - $2.76M
19.6K $2.76B
VZ
Verizon Communications Inc

Communication Services
61K
New
$41.67 - $45.62 $2.54M - $2.78M
61K $2.64B
ALL
Allstate Corp

Financial Services
13.1K
New
$180.53 - $212.64 $2.36M - $2.78M
13.1K $2.63B
PH
Parker Hannifin Corp

Industrials
3.72K
New
$517.23 - $700.54 $1.92M - $2.6M
3.72K $2.59B
VIG
Vanguard Dividend Appreciation

ETFs
12.5K
New
N/A
12.5K $2.56B
ADP
Automatic Data Processing Inc

Industrials
8.28K
New
$276.76 - $326.81 $2.29M - $2.71M
8.28K $2.55B
QCOM
Qualcomm Inc

Technology
15.4K
New
$124.66 - $159.48 $1.92M - $2.45M
15.4K $2.45B
AMAT
Applied Materials Inc

Technology
13.3K
New
$126.95 - $183.52 $1.69M - $2.44M
13.3K $2.43B
ED
Consolidated Edison Inc

Utilities
23.9K
New
$98.05 - $113.3 $2.34M - $2.71M
23.9K $2.4B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
89.6K
New
$24.32 - $27.87 $2.18M - $2.5M
89.6K $2.37B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
41.7K
New
$45.98 - $56.15 $1.92M - $2.34M
41.7K $2.34B
MMM
3 M CO

Industrials
15.2K
New
$126.09 - $154.15 $1.92M - $2.35M
15.2K $2.32B
AMP
Ameriprise Financial Inc

Financial Services
4.14K
New
$422.19 - $533.73 $1.75M - $2.21M
4.14K $2.21B
SO
Southern CO

Utilities
24.1K
New
$84.91 - $92.56 $2.04M - $2.23M
24.1K $2.21B
CMI
Cummins Inc

Industrials
6.69K
New
$267.12 - $336.65 $1.79M - $2.25M
6.69K $2.19B
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.15K
New
$320.42 - $424.58 $1.65M - $2.18M
5.15K $2.18B
TJX
Tjx Companies Inc

Consumer Cyclical
17.5K
New
$119.13 - $135.03 $2.09M - $2.37M
17.5K $2.16B
TT
Trane Technologies PLC

Industrials
4.77K
New
$315.21 - $437.41 $1.5M - $2.09M
4.77K $2.09B
URI
United Rentals, Inc.

Industrials
2.69K
New
$551.94 - $753.4 $1.49M - $2.03M
2.69K $2.03B
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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