Caldwell Trust CO Purchases in Q2 2025

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLB
Select Sector Spdr Fd Material

ETFs
4.08K
New
$74.27 - $88.92 $303K - $363K
4.08K $358M
MPC
Marathon Petroleum Corp

Energy
2.1K
New
$118.55 - $170.08 $249K - $358K
2.1K $349M
XLE
Energy Sector Spdr

ETFs
4.11K
New
$76.44 - $94.13 $314K - $386K
4.11K $348M
DGX
Quest Diagnostics Inc

Healthcare
1.93K
New
N/A
1.93K $346M
SNPS
Synopsys Inc

Technology
669
New
$380.9 - $517.66 $255K - $346K
669 $343M
DLR
Digital Realty Trust, Inc.

Real Estate
1.96K
New
$136.11 - $177.69 $267K - $349K
1.96K $342M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.2K
New
$216.28 - $284.39 $260K - $342K
1.2K $342M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.07K
New
$53.65 - $67.02 $272K - $340K
5.07K $340M
ROK
Rockwell Automation, Inc

Industrials
1.02K
New
$218.97 - $332.17 $223K - $338K
1.02K $338M
SBUX
Starbucks Corp

Consumer Cyclical
3.56K
New
$79.69 - $99.41 $283K - $353K
3.56K $326M
TRV
Travelers Companies, Inc.

Financial Services
1.17K
New
$233.83 - $276.34 $273K - $322K
1.17K $312M
HYG
Ishares Tr

ETFs
3.84K
New
$75.75 - $80.65 $291K - $310K
3.84K $310M
ADSK
Autodesk, Inc.

Technology
977
New
N/A
977 $302M
ENB
Enbridge Inc

Energy
6.65K
New
$41.09 - $47.16 $273K - $313K
6.65K $301M
MCO
Moodys Corp

Financial Services
600
New
$396.7 - $501.59 $238K - $301K
600 $301M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
7.09K
New
$36.25 - $42.28 $257K - $300K
7.09K $300M
OKE
Oneok Inc

Energy
3.66K
New
$78.71 - $100.37 $288K - $367K
3.66K $299M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.2K
New
$121.58 - $136.74 $267K - $300K
2.2K $298M
UL
Unilever PLC

Consumer Defensive
4.87K
New
$57.9 - $65.43 $282K - $319K
4.87K $298M
PFM
Invesco Exchange Traded Fd Tr

ETFs
6.15K
New
$41.05 - $48.17 $252K - $296K
6.15K $296M
TFC
Truist Financial Corp

Financial Services
6.82K
New
$34.79 - $42.99 $237K - $293K
6.82K $293M
EQT
Eqt Corp

Energy
5K
New
$46.11 - $60.44 $231K - $302K
5K $292M
HSY
Hershey CO

Consumer Defensive
1.75K
New
$151.29 - $173.13 $264K - $303K
1.75K $290M
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.93K
New
$37.08 - $42.26 $257K - $293K
6.93K $287M
TROW
Price T Rowe Group Inc

Financial Services
2.95K
New
$80.27 - $98.06 $237K - $290K
2.95K $285M
CTVA
Corteva, Inc.

Basic Materials
3.74K
New
$55.52 - $74.53 $208K - $279K
3.74K $279M
Cooper Cos Inc
3.85K
New
N/A
3.85K $274M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
9.3K
New
$28.18 - $29.22 $262K - $272K
9.3K $272M
EOG
Eog Resources Inc

Energy
2.27K
New
$104.61 - $129.97 $237K - $295K
2.27K $271M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.65K
New
$22.92 - $28.05 $221K - $271K
9.65K $271M
XLU
Utilities Sector Spdr

ETFs
3.25K
New
$73.09 - $82.77 $238K - $269K
3.25K $265M
OXY
Occidental Petroleum Corp

Energy
6.24K
New
$36.11 - $49.33 $225K - $308K
6.24K $262M
IP
International Paper CO

Consumer Cyclical
5.55K
New
$43.89 - $54.46 $243K - $302K
5.55K $260M
NRG
Nrg Energy, Inc.

Utilities
1.6K
New
$83.61 - $162.67 $134K - $260K
1.6K $257M
BP
Bp PLC

Energy
8.25K
New
$26.11 - $33.81 $215K - $279K
8.25K $247M
DNP
Dnp Select Income Fund Inc

Financial Services
25.2K
New
$8.89 - $9.88 $224K - $249K
25.2K $246M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.49K
New
$141.87 - $164.49 $212K - $246K
1.49K $246M
NKE
Nike, Inc.

Consumer Cyclical
3.38K
New
$53.27 - $72.04 $180K - $243K
3.38K $240M
XLI
Industrial Sector Spdr

ETFs
1.59K
New
$116.42 - $147.52 $185K - $234K
1.59K $234M
VHT
Vanguard Health Care ETF

ETFs
940
New
$236.71 - $261.92 $223K - $246K
940 $233M
SAP
Sap Se

Technology
761
New
$237.53 - $309.8 $181K - $236K
761 $231M
JCI
Johnson Controls International PLC

Industrials
2.19K
New
$71.14 - $105.62 $156K - $231K
2.19K $231M
MET
Metlife Inc

Financial Services
2.86K
New
$68.42 - $82.49 $196K - $236K
2.86K $230M
ONB
Old National Bancorp

Financial Services
10.7K
New
$17.95 - $22.57 $192K - $241K
10.7K $228M
LHX
L3 Harris Technologies, Inc.

Industrials
906
New
$200.21 - $256.99 $181K - $233K
906 $227M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
8.56K
New
$25.69 - $26.9 $220K - $230K
8.56K $227M
DTE
Dte Energy CO

Utilities
1.69K
New
$127.39 - $139.49 $215K - $235K
1.69K $224M
EXPD
Expeditors International Of Washington Inc

Industrials
1.94K
New
$102.84 - $122.24 $200K - $237K
1.94K $222M
AVY
Avery Dennison Corp

Industrials
1.26K
New
$159.58 - $183.97 $202K - $232K
1.26K $222M
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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