Caldwell Trust CO Incresed Positions in Q3 2025

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
230
+ 0.09%
$202.38 - $256.87 $46.5K - $59.1K
251K $63.9B
IVV
Ishares Core S&P 500 ETF

ETFs
2.1K
+ 7.88%
$620.67 - $670.08 $1.3M - $1.4M
28.7K $19.2B
Arista Networks Inc
868
+ 1.94%
N/A
45.6K $6.65B
JNJ
Johnson & Johnson

Healthcare
139
+ 0.23%
$155.17 - $185.42 $21.6K - $25.8K
59.4K $11B
MSFT
Microsoft Corp

Technology
672
+ 0.9%
$491.09 - $535.64 $330K - $360K
75.3K $39B
ORCL
Oracle Corp

Technology
919
+ 3.62%
$218.96 - $328.33 $201K - $302K
26.3K $7.39B
GOOG
Alphabet Inc.

Communication Services
556
+ 2.87%
$175.16 - $255.24 $97.4K - $142K
19.9K $4.85B
DGX
Quest Diagnostics Inc

Healthcare
5.87K
+ 304.88%
N/A
7.79K $1.49B
BX
Blackstone Inc.

Financial Services
357
+ 0.78%
$152.77 - $188.68 $54.5K - $67.4K
46.2K $7.9B
CSX
Csx Corp

Industrials
27K
+ 241.78%
$32.05 - $36.52 $866K - $987K
38.2K $1.36B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
14.3K
+ 7.21%
$52.55 - $54.37 $749K - $775K
212K $11.5B
KIM
Kimco Realty Corp

Real Estate
42.3K
+ 832.92%
$20.74 - $22.79 $878K - $965K
47.4K $1.04B
TXN
Texas Instruments Inc

Technology
5.24K
+ 248.98%
N/A
7.34K $1.35B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.84K
+ 7.36%
$97.75 - $100.75 $766K - $789K
114K $11.5B
URI
United Rentals, Inc.

Industrials
266
+ 9.88%
$774.14 - $975.23 $206K - $259K
2.96K $2.82B
VEA
Vanguard Ftse Developed Market

ETFs
7.59K
+ 8.45%
$56.02 - $60.3 $425K - $457K
97.4K $5.84B
CMI
Cummins Inc

Industrials
93
+ 1.39%
$327.85 - $426.39 $30.5K - $39.7K
6.79K $2.87B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.12K
+ 1.5%
$62.09 - $66.51 $131K - $141K
144K $9.37B
XLK
Technology Sector Spdr

ETFs
343
+ 2.12%
$250.97 - $282.66 $86.1K - $97K
16.5K $4.65B
PWR
Quanta Services, Inc.

Industrials
293
+ 2.57%
$372.29 - $421.68 $109K - $124K
11.7K $4.85B
GLW
Corning Inc

Technology
797
+ 5.26%
$51.6 - $82.03 $41.1K - $65.4K
15.9K $1.31B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.05K
+ 58.97%
$76.16 - $78.59 $461K - $475K
16.3K $1.27B
IEFA
Ishares Tr

ETFs
2.35K
+ 3.36%
$81.7 - $87.53 $192K - $205K
72.2K $6.31B
VLO
Valero Energy Corp

Energy
47
+ 0.38%
$131.77 - $175.63 $6.19K - $8.25K
12.4K $2.12B
WRB
Berkley W R Corp

Financial Services
4.12K
+ 9.53%
$67.78 - $76.62 $279K - $315K
47.3K $3.62B
DD
Du Pont De Nemours, Inc.

Basic Materials
2.02K
+ 6.87%
$69.9 - $78.26 $141K - $158K
31.4K $2.44B
VTI
Vanguard Total Stock Market Et

ETFs
201
+ 1.43%
$303.93 - $329.86 $61.1K - $66.3K
14.3K $4.69B
IBM
International Business Machines Corp

Technology
2.13K
+ 13.06%
$234.77 - $292.47 $500K - $622K
18.4K $5.2B
GE
General Electric CO

Industrials
668
+ 15.32%
$244.75 - $305.63 $163K - $204K
5.03K $1.51B
Jacobs Solutions Inc
1.4K
+ 14.5%
N/A
11K $1.65B
PSX
Phillips 66

Energy
1.02K
+ 7.01%
$118.37 - $139.46 $121K - $143K
15.6K $2.12B
DVY
Ishares Tr

ETFs
2.02K
+ 19.88%
$133.88 - $142.57 $270K - $287K
12.2K $1.73B
XOM
Exxon Mobil Corp

Energy
731
+ 1.24%
$105.83 - $117.22 $77.4K - $85.7K
59.9K $6.75B
AMAT
Applied Materials Inc

Technology
390
+ 2.93%
$156.25 - $204.95 $60.9K - $79.9K
13.7K $2.8B
DUK
Duke Energy Corp

Utilities
1.25K
+ 3.79%
$116.31 - $125.93 $146K - $158K
34.3K $4.24B
BAC
Bank Of America Corp

Financial Services
1.27K
+ 2.04%
$44.92 - $52.42 $57.2K - $66.7K
63.6K $3.28B
SO
Southern CO

Utilities
2.63K
+ 10.94%
$90.83 - $96.0 $239K - $253K
26.7K $2.53B
AXP
American Express CO

Financial Services
192
+ 1.1%
$294.27 - $342.31 $56.5K - $65.7K
17.7K $5.89B
NOC
Northrop Grumman Corp

Industrials
82
+ 3.67%
$498.9 - $609.32 $40.9K - $50K
2.32K $1.41B
SJNK
Spdr Bloomberg Short Term High

ETFs
9.93K
+ 3.03%
$25.28 - $25.63 $251K - $255K
337K $8.64B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.38K
+ 3.02%
$62.54 - $68.42 $86K - $94.1K
46.9K $3.17B
IWF
Ishares Russell 1000 Gr ETF

ETFs
130
+ 2.53%
$420.11 - $472.68 $54.6K - $61.4K
5.28K $2.47B
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
492
+ 6.79%
$201.83 - $230.93 $99.3K - $114K
7.74K $1.72B
LMT
Lockheed Martin Corp

Industrials
96
+ 1.53%
$410.74 - $499.21 $39.4K - $47.9K
6.37K $3.18B
D
Dominion Energy, Inc

Utilities
3.49K
+ 30.28%
$56.32 - $62.1 $197K - $217K
15K $918M
WEC
Wec Energy Group, Inc.

Utilities
701
+ 4.01%
$103.66 - $114.59 $72.7K - $80.3K
18.2K $2.09B
WFC
Wells Fargo & Company

Financial Services
2.13K
+ 11.07%
$77.05 - $85.16 $164K - $181K
21.3K $1.79B
MO
Altria Group, Inc.

Consumer Defensive
70
+ 0.25%
$57.75 - $67.68 $4.04K - $4.74K
27.6K $1.82B
Lam Research Corp
300
+ 6.49%
N/A
4.92K $659M
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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