Caldwell Trust CO Purchases in Q3 2025

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NFRA
Flexshares Stoxx Global Broad

ETFs
113
New
$60.61 - $63.45 $6.85K - $7.17K
113 $7.11M
CB
Chubb LTD

Financial Services
30
+ 11.81%
$265.99 - $289.59 $7.98K - $8.69K
284 $80.2M
PEG
Public Service Enterprise Group Inc

Utilities
89
+ 1.36%
$79.99 - $90.14 $7.12K - $8.02K
6.65K $555M
IWS
Ishares Russell Midcap Value E

ETFs
17
New
$132.83 - $140.61 $2.26K - $2.39K
17 $2.37M
Ralliant Corp
50
New
N/A
50 $2.19M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
26
New
$69.02 - $73.57 $1.79K - $1.91K
26 $1.91M
VLN
Valens Semiconductor Ltd.

Technology
500
New
$1.79 - $3.12 $895 - $1.56K
500 $895K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
311
+ 8.6%
$196.15 - $217.83 $61K - $67.7K
3.93K $791M
AXON
Axon Enterprise, Inc.

Industrials
99
+ 15.47%
$698.02 - $870.97 $69.1K - $86.2K
739 $530M
PANW
Palo Alto Networks Inc

Technology
76
+ 0.51%
$167.06 - $208.19 $12.7K - $15.8K
15.1K $3.07B
ISRG
Intuitive Surgical Inc

Healthcare
495
+ 21.43%
$433.66 - $544.47 $215K - $270K
2.81K $1.25B
STM
St Microelectronics N.V.

Technology
200
+ 6.67%
$24.77 - $33.41 $4.95K - $6.68K
3.2K $90.4M
ASH
Ashland Global Holdings Inc

Basic Materials
32
+ 2.58%
$47.62 - $56.6 $1.52K - $1.81K
1.27K $60.8M
NOW
Service Now, Inc.

Technology
43
+ 8.74%
$850.86 - $1044.69 $36.6K - $44.9K
535 $492M
T
At&T Inc.

Communication Services
500
+ 1.26%
$26.94 - $29.62 $13.5K - $14.8K
40.2K $1.13B
OTIS
Otis Worldwide Corp

Industrials
100
+ 2.54%
$84.93 - $101.07 $8.49K - $10.1K
4.03K $369M
BSX
Boston Scientific Corp

Healthcare
160
+ 3.25%
$97.03 - $108.14 $15.5K - $17.3K
5.08K $496M
WM
Waste Management Inc

Industrials
300
+ 2.35%
$213.88 - $237.1 $64.2K - $71.1K
13K $2.88B
INTU
Intuit Inc

Technology
54
+ 6.54%
$646.03 - $807.39 $34.9K - $43.6K
880 $601M
MDLZ
Mondelez International, Inc.

Consumer Defensive
51
+ 0.3%
$60.9 - $70.75 $3.11K - $3.61K
17.3K $1.08B
DIS
Walt Disney CO

Communication Services
135
+ 1.3%
$112.25 - $124.0 $15.2K - $16.7K
10.5K $1.2B
DE
Deere & CO

Industrials
147
+ 4.73%
$457.26 - $524.37 $67.2K - $77.1K
3.26K $1.49B
AMP
Ameriprise Financial Inc

Financial Services
72
+ 1.74%
$486.13 - $544.55 $35K - $39.2K
4.22K $2.07B
UPS
United Parcel Service Inc

Industrials
886
+ 6.89%
$82.58 - $105.54 $73.2K - $93.5K
13.7K $1.15B
FIS
Fidelity National Information Services, Inc.

Technology
1.3K
+ 7.09%
$63.37 - $82.35 $82.2K - $107K
19.6K $1.29B
SYK
Stryker Corp

Healthcare
270
+ 2.31%
$368.57 - $403.53 $99.5K - $109K
12K $4.43B
PG
Procter & Gamble CO

Consumer Defensive
796
+ 1.21%
$150.47 - $161.22 $120K - $128K
66.4K $10.2B
PM
Philip Morris International Inc.

Consumer Defensive
204
+ 0.8%
$157.77 - $183.27 $32.2K - $37.4K
25.7K $4.16B
COST
Costco Wholesale Corp

Consumer Defensive
261
+ 1.75%
$915.95 - $994.57 $239K - $260K
15.2K $14B
NFLX
Netflix Inc

Communication Services
17
+ 0.31%
$1147.87 - $1297.18 $19.5K - $22.1K
5.5K $6.6B
Activity Summary
Buys All Purchases 181 New Holdings 32 Increased Positions 149 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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