Caldwell Trust CO Purchases in Q2 2025

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
8.13K
New
$78.21 - $143.81 $636K - $1.17M
8.13K $1.15B
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.6K
New
$72.02 - $73.82 $1.12M - $1.15M
15.6K $1.15B
T
At&T Inc.

Communication Services
39.7K
New
$26.33 - $28.94 $1.04M - $1.15M
39.7K $1.15B
CARR
Carrier Global Corp

Industrials
15.6K
New
$55.55 - $75.83 $867K - $1.18M
15.6K $1.14B
COP
Conocophillips

Energy
12.5K
New
$82.66 - $106.1 $1.03M - $1.33M
12.5K $1.12B
GE
General Electric CO

Industrials
4.36K
New
$166.81 - $257.39 $727K - $1.12M
4.36K $1.12B
FNWD
Finward Bancorp

Financial Services
40.4K
New
N/A
40.4K $1.12B
NOC
Northrop Grumman Corp

Industrials
2.23K
New
$456.3 - $540.39 $1.02M - $1.21M
2.23K $1.12B
MSI
Motorola Solutions, Inc.

Technology
2.64K
New
$394.72 - $440.39 $1.04M - $1.16M
2.64K $1.11B
SHW
Sherwin Williams CO

Basic Materials
3.21K
New
$313.51 - $363.51 $1.01M - $1.17M
3.21K $1.1B
AMT
American Tower Corp

Real Estate
4.77K
New
$203.96 - $228.19 $972K - $1.09M
4.77K $1.05B
SYY
Sysco Corp

Consumer Defensive
13.5K
New
$68.0 - $75.91 $917K - $1.02M
13.5K $1.02B
GS
Goldman Sachs Group Inc

Financial Services
1.41K
New
$462.22 - $707.75 $654K - $1M
1.41K $1B
IWM
Ishares Russell 2000 ETF

ETFs
4.5K
New
$174.82 - $215.79 $787K - $971K
4.5K $971M
DHR
Danaher Corp

Healthcare
4.81K
New
$174.64 - $205.16 $839K - $986K
4.81K $949M
NVO
Novo Nordisk A S

Healthcare
13.7K
New
$58.08 - $81.05 $794K - $1.11M
13.7K $944M
HDV
Ishares Core High Dividend ETF

ETFs
7.89K
New
$108.41 - $120.51 $855K - $951K
7.89K $924M
GD
General Dynamics Corp

Industrials
3.16K
New
$247.68 - $291.66 $781K - $920K
3.16K $920M
MAR
Marriott International Inc

Consumer Cyclical
3.31K
New
$211.12 - $274.14 $699K - $908K
3.31K $905M
PFF
Ishares Trust Ishares Pfd And

ETFs
29K
New
$29.0 - $30.68 $840K - $888K
29K $888M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.58K
New
$225.56 - $335.19 $807K - $1.2M
3.58K $850M
LOW
Lowes Companies Inc

Consumer Cyclical
3.7K
New
$210.83 - $235.28 $780K - $871K
3.7K $821M
SPGI
S&P Global Inc.

Financial Services
1.52K
New
$438.31 - $527.29 $666K - $801K
1.52K $801M
GLW
Corning Inc

Technology
15.1K
New
$39.07 - $52.59 $592K - $797K
15.1K $797M
BDX
Becton Dickinson & CO

Healthcare
4.62K
New
$165.15 - $226.42 $763K - $1.05M
4.62K $796M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10.3K
New
$75.05 - $77.34 $770K - $794K
10.3K $794M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.62K
New
$212.1 - $244.27 $767K - $883K
3.62K $791M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.83K
New
$114.78 - $133.31 $669K - $777K
5.83K $777M
FISV
Fiserv Inc

Technology
4.45K
New
N/A
4.45K $766M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.47K
New
$72.96 - $90.39 $618K - $765K
8.47K $757M
EA
Electronic Arts Inc.

Communication Services
4.74K
New
$132.53 - $159.7 $628K - $756K
4.74K $756M
KLAC
Kla Corp

Technology
825
New
$576.53 - $902.94 $476K - $745K
825 $739M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.7K
New
$45.11 - $52.34 $618K - $717K
13.7K $717M
VBR
Vanguard Small Cap Value ETF

ETFs
3.67K
New
$162.76 - $195.77 $598K - $719K
3.67K $716M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.86K
New
$151.62 - $183.47 $584K - $707K
3.86K $707M
CBOE
Cboe Global Markets, Inc.

Financial Services
3K
New
$205.81 - $234.23 $617K - $703K
3K $700M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.72K
New
$390.26 - $489.06 $670K - $839K
1.72K $696M
PKG
Packaging Corp Of America

Consumer Cyclical
3.66K
New
$175.97 - $201.36 $645K - $738K
3.66K $690M
YUM
Yum Brands Inc

Consumer Cyclical
4.65K
New
$138.36 - $161.45 $644K - $751K
4.65K $689M
IWR
Ishares Russell Mid Cap ETF

ETFs
7.48K
New
$74.88 - $91.97 $560K - $688K
7.48K $688M
TIP
Ishares Tr Tips Bd ETF

ETFs
6.07K
New
$107.93 - $110.97 $655K - $673K
6.07K $667M
NUE
Nucor Corp

Basic Materials
5.09K
New
$103.22 - $131.43 $525K - $669K
5.09K $659M
XLF
Financial Sector Spdr

ETFs
12.6K
New
$43.92 - $52.37 $551K - $657K
12.6K $657M
D
Dominion Energy, Inc

Utilities
11.5K
New
$49.66 - $58.0 $572K - $668K
11.5K $651M
INTU
Intuit Inc

Technology
826
New
$544.07 - $787.63 $449K - $651K
826 $651M
VNQ
Vanguard Specialized Funds Van

ETFs
7.23K
New
$79.79 - $91.42 $576K - $661K
7.23K $643M
TSLA
Tesla, Inc.

Consumer Cyclical
2.02K
New
$221.86 - $362.89 $449K - $734K
2.02K $643M
AJG
Arthur J. Gallagher & Co.

Financial Services
2K
New
$310.86 - $348.77 $621K - $697K
2K $640M
EXC
Exelon Corp

Utilities
14.5K
New
$42.2 - $47.37 $614K - $689K
14.5K $631M
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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