Caldwell Trust CO Purchases in Q2 2025

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DD
Du Pont De Nemours, Inc.

Basic Materials
29.4K
New
$55.13 - $75.25 $1.62M - $2.21M
29.4K $2.01B
APD
Air Products & Chemicals, Inc.

Basic Materials
7.1K
New
$248.61 - $294.96 $1.77M - $2.09M
7.1K $2B
SHEL
Shell PLC

Energy
27.8K
New
$59.75 - $73.05 $1.66M - $2.03M
27.8K $1.96B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
24.6K
New
$77.74 - $78.78 $1.91M - $1.94M
24.6K $1.93B
NXPI
Nxp Semiconductors N.V.

Technology
8.74K
New
$153.5 - $218.72 $1.34M - $1.91M
8.74K $1.91B
ZTS
Zoetis Inc.

Healthcare
12.1K
New
$144.41 - $170.3 $1.75M - $2.07M
12.1K $1.89B
AON
Aon PLC

Financial Services
5.2K
New
$335.85 - $398.81 $1.75M - $2.07M
5.2K $1.86B
BXSL
Blackstone Secured Lending Fund

Financial Services
60K
New
$26.88 - $32.74 $1.61M - $1.96M
60K $1.85B
WEC
Wec Energy Group, Inc.

Utilities
17.5K
New
$102.24 - $109.76 $1.79M - $1.92M
17.5K $1.82B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
14.6K
New
$103.88 - $123.68 $1.52M - $1.81M
14.6K $1.81B
GLDM
World Gold Trust

ETFs
27.1K
New
$58.96 - $67.97 $1.59M - $1.84M
27.1K $1.77B
AZO
Autozone Inc

Consumer Cyclical
470
New
$3478.38 - $3880.15 $1.63M - $1.82M
470 $1.74B
PSX
Phillips 66

Energy
14.6K
New
$92.87 - $125.73 $1.35M - $1.83M
14.6K $1.74B
ROP
Roper Technologies Inc

Industrials
3.04K
New
$519.19 - $590.78 $1.58M - $1.8M
3.04K $1.72B
NSC
Norfolk Southern Corp

Industrials
6.69K
New
$206.34 - $257.46 $1.38M - $1.72M
6.69K $1.71B
BMY
Bristol Myers Squibb CO

Healthcare
36.6K
New
$44.12 - $59.6 $1.62M - $2.18M
36.6K $1.7B
CEG
Constellation Energy Corp

Utilities
5.23K
New
$170.96 - $322.76 $894K - $1.69M
5.23K $1.69B
ADBE
Adobe Inc.

Technology
4.33K
New
$340.0 - $420.68 $1.47M - $1.82M
4.33K $1.68B
ITW
Illinois Tool Works Inc

Industrials
6.77K
New
$218.41 - $252.43 $1.48M - $1.71M
6.77K $1.67B
ECL
Ecolab Inc.

Basic Materials
6.19K
New
$225.65 - $270.95 $1.4M - $1.68M
6.19K $1.67B
VLO
Valero Energy Corp

Energy
12.4K
New
$104.69 - $141.77 $1.3M - $1.76M
12.4K $1.67B
PRU
Prudential Financial Inc

Financial Services
15.5K
New
$95.12 - $112.71 $1.47M - $1.75M
15.5K $1.66B
KR
Kroger CO

Consumer Defensive
23K
New
$64.62 - $74.0 $1.49M - $1.7M
23K $1.65B
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
30.2K
New
$47.97 - $54.0 $1.45M - $1.63M
30.2K $1.63B
JNK
Spdr Bloomberg High Yield Bond

ETFs
16.7K
New
$91.23 - $97.27 $1.53M - $1.63M
16.7K $1.63B
MO
Altria Group, Inc.

Consumer Defensive
27.5K
New
$55.56 - $60.91 $1.53M - $1.68M
27.5K $1.61B
DE
Deere & CO

Industrials
3.11K
New
$412.99 - $531.48 $1.28M - $1.65M
3.11K $1.58B
NIC
Nicolet Bankshares Inc

Financial Services
12.6K
New
$100.68 - $125.35 $1.27M - $1.58M
12.6K $1.55B
VTV
Vanguard Value ETF

ETFs
8.74K
New
$153.67 - $176.74 $1.34M - $1.55M
8.74K $1.55B
WFC
Wells Fargo & Company

Financial Services
19.2K
New
$60.98 - $80.12 $1.17M - $1.54M
19.2K $1.54B
Ge Healthcare Technologies I
20.7K
New
N/A
20.7K $1.53B
ADI
Analog Devices Inc

Technology
6.26K
New
$164.6 - $238.02 $1.03M - $1.49M
6.26K $1.49B
FIS
Fidelity National Information Services, Inc.

Technology
18.3K
New
$68.14 - $82.13 $1.25M - $1.5M
18.3K $1.49B
MCK
Mckesson Corp

Healthcare
2.03K
New
$652.83 - $732.78 $1.32M - $1.48M
2.03K $1.48B
CHD
Church & Dwight CO Inc

Consumer Defensive
15.3K
New
$91.57 - $110.76 $1.4M - $1.69M
15.3K $1.47B
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
7.25K
New
$167.22 - $212.42 $1.21M - $1.54M
7.25K $1.43B
DVY
Ishares Tr

ETFs
10.1K
New
$118.37 - $134.86 $1.2M - $1.37M
10.1K $1.35B
KMB
Kimberly Clark Corp

Consumer Defensive
10.3K
New
$126.84 - $145.22 $1.31M - $1.5M
10.3K $1.33B
UPS
United Parcel Service Inc

Industrials
12.9K
New
$91.92 - $110.2 $1.18M - $1.42M
12.9K $1.3B
Linde PLC
2.75K
New
N/A
2.75K $1.29B
DIS
Walt Disney CO

Communication Services
10.4K
New
$81.72 - $124.01 $846K - $1.28M
10.4K $1.28B
PFE
Pfizer Inc

Healthcare
52.6K
New
$21.59 - $24.84 $1.14M - $1.31M
52.6K $1.28B
Jacobs Solutions Inc
9.62K
New
N/A
9.62K $1.27B
ISRG
Intuitive Surgical Inc

Healthcare
2.31K
New
$451.58 - $565.94 $1.04M - $1.31M
2.31K $1.26B
TOL
Toll Brothers, Inc.

Consumer Cyclical
10.8K
New
$90.5 - $114.3 $975K - $1.23M
10.8K $1.23B
SPYG
Spdr Portfolio

ETFs
12.7K
New
$71.83 - $95.32 $910K - $1.21M
12.7K $1.21B
AVB
Avalonbay Communities Inc

Real Estate
5.92K
New
$187.23 - $215.61 $1.11M - $1.28M
5.92K $1.2B
COF
Capital One Financial Corp

Financial Services
5.58K
New
$150.57 - $212.76 $840K - $1.19M
5.58K $1.19B
MDLZ
Mondelez International, Inc.

Consumer Defensive
17.2K
New
$63.54 - $68.5 $1.1M - $1.18M
17.2K $1.16B
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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