Caldwell Trust CO Purchases in Q2 2025

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
166
New
$328.01 - $475.68 $54.4K - $79K
166 $77.7M
PLD
Prologis, Inc.

Real Estate
735
New
$89.76 - $112.34 $66K - $82.6K
735 $77.3M
CMS
Cms Energy Corp

Utilities
1.09K
New
$68.57 - $75.51 $74.5K - $82.1K
1.09K $75.3M
BRO
Brown & Brown, Inc.

Financial Services
676
New
$104.48 - $124.43 $70.6K - $84.1K
676 $74.9M
BYM
Blackrock Municipal Income Quality Trust

Financial Services
7K
New
$10.17 - $10.91 $71.2K - $76.4K
7K $73.9M
CB
Chubb LTD

Financial Services
254
New
$274.32 - $302.46 $69.7K - $76.8K
254 $73.6M
TM
Toyota Motor Corp

Consumer Cyclical
425
New
$158.63 - $195.39 $67.4K - $83K
425 $73.2M
TTE
Total Energies Se

Energy
1.19K
New
N/A
1.19K $73.1M
OGE
Oge Energy Corp.

Utilities
1.63K
New
$42.23 - $46.38 $68.9K - $75.7K
1.63K $72.4M
ITT
Itt Inc.

Industrials
460
New
$112.67 - $157.95 $51.8K - $72.7K
460 $72.1M
BEN
Franklin Resources Inc

Financial Services
3.01K
New
$16.66 - $23.85 $50.1K - $71.8K
3.01K $71.8M
HBAN
Huntington Bancshares Inc

Financial Services
4.27K
New
$12.49 - $16.76 $53.3K - $71.5K
4.27K $71.5M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.42K
New
$20.66 - $20.74 $70.7K - $70.9K
3.42K $70.7M
WMB
Williams Companies, Inc.

Energy
1.13K
New
$54.33 - $62.87 $61.2K - $70.8K
1.13K $70.7M
ESGA
American Centy ETF Tr Sustaina

Technology
974
New
N/A
974 $70.4M
CTSH
Cognizant Technology Solutions Corp

Technology
900
New
$66.47 - $81.81 $59.8K - $73.6K
900 $70.2M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
514
New
$108.87 - $133.04 $56K - $68.4K
514 $68.4M
SLV
I Shares Silver Trust

ETFs
2.08K
New
$27.08 - $33.74 $56.4K - $70.2K
2.08K $68.3M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
346
New
$139.8 - $197.22 $48.4K - $68.2K
346 $68.2M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.3K
New
$41.45 - $54.46 $53.9K - $70.8K
1.3K $67.7M
CNI
Canadian National Railway CO

Industrials
650
New
$92.66 - $108.13 $60.2K - $70.3K
650 $67.6M
LNG
Cheniere Energy, Inc.

Energy
274
New
$197.25 - $244.33 $54K - $66.9K
274 $66.7M
Veralto Corp
657
New
N/A
657 $66.3M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1.97K
New
$26.99 - $33.86 $53.1K - $66.6K
1.97K $65.9M
CINF
Cincinnati Financial Corp

Financial Services
440
New
$126.6 - $151.6 $55.7K - $66.7K
440 $65.5M
IVZ
Invesco Ltd.

Financial Services
4.15K
New
$12.14 - $15.77 $50.3K - $65.4K
4.15K $65.4M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.25K
New
$50.1 - $51.02 $62.7K - $63.9K
1.25K $63.9M
ARW
Arrow Electronics Inc

Technology
500
New
$90.32 - $128.28 $45.2K - $64.1K
500 $63.7M
HAL
Halliburton CO

Energy
3.12K
New
$19.26 - $25.7 $60.1K - $80.3K
3.12K $63.6M
WELL
Welltower Inc.

Real Estate
410
New
$136.49 - $155.22 $56K - $63.6K
410 $63M
ZS
Zscaler, Inc.

Technology
200
New
$174.67 - $315.32 $34.9K - $63.1K
200 $62.8M
ASH
Ashland Global Holdings Inc

Basic Materials
1.24K
New
$46.53 - $57.87 $57.6K - $71.6K
1.24K $62.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.24K
New
$23.55 - $27.67 $52.6K - $61.8K
2.24K $61.8M
IJK
Ishares S&P Midcap 400 Growth

ETFs
679
New
$73.7 - $90.98 $50K - $61.8K
679 $61.8M
NDAQ
Nasdaq, Inc.

Financial Services
687
New
$66.4 - $89.42 $45.6K - $61.4K
687 $61.4M
CF
Cf Industries Holdings, Inc.

Basic Materials
666
New
$68.47 - $102.48 $45.6K - $68.3K
666 $61.3M
DY
Dycom Industries Inc

Industrials
250
New
$138.96 - $245.71 $34.7K - $61.4K
250 $61.1M
IRT
Independence Realty Trust, Inc.

Real Estate
3.45K
New
$17.41 - $21.38 $60.1K - $73.8K
3.45K $61.1M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.05K
New
$50.46 - $58.08 $53K - $61K
1.05K $60.4M
XEL
Xcel Energy Inc

Utilities
884
New
$65.65 - $72.39 $58K - $64K
884 $60.2M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
6.75K
New
$7.19 - $8.75 $48.5K - $59.1K
6.75K $59.1M
RS
Reliance Steel & Aluminum CO

Basic Materials
186
New
$262.08 - $316.81 $48.7K - $58.9K
186 $58.4M
ESG
Flexshares Stoxx Us Esg Select
395
New
N/A
395 $58M
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
New
$4164.15 - $5789.24 $41.6K - $57.9K
10 $57.9M
MLM
Martin Marietta Materials Inc

Basic Materials
105
New
$452.51 - $568.19 $47.5K - $59.7K
105 $57.6M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1.1K
New
N/A
1.1K $56.4M
Six Flags Entertainment Corp
1.85K
New
N/A
1.85K $56.3M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1.25K
New
$41.37 - $53.28 $51.7K - $66.6K
1.25K $55.9M
OMC
Omnicom Group Inc.

Communication Services
764
New
$69.22 - $79.77 $52.9K - $60.9K
764 $55M
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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