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
HPQ
Hp Inc

Technology
834
+ 14.05%
$24.45 - $29.35 $20.4K - $24.5K
6.77K $184M
IWR
Ishares Russell Mid Cap ETF

ETFs
47
+ 0.63%
$92.26 - $97.51 $4.34K - $4.58K
7.53K $727M
TFC
Truist Financial Corp

Financial Services
406
+ 5.95%
$42.83 - $47.07 $17.4K - $19.1K
7.23K $330M
TRGP
Targa Resources Corp.

Energy
267
+ 14.74%
$160.52 - $174.4 $42.9K - $46.6K
2.08K $348M
IWB
Ishares Tr Russell 1000 ETF

ETFs
80
+ 90.91%
$339.37 - $366.46 $27.1K - $29.3K
168 $61.4M
IAU
Ishares Gold Trust

ETFs
50
+ 2.02%
$61.62 - $72.77 $3.08K - $3.64K
2.53K $184M
BRO
Brown & Brown, Inc.

Financial Services
437
+ 64.64%
$90.88 - $108.93 $39.7K - $47.6K
1.11K $104M
IWD
Ishares Russell 1000 Val ETF

ETFs
111
+ 44.94%
$192.76 - $203.86 $21.4K - $22.6K
358 $72.9M
RY
Royal Bank Of Canada

Financial Services
6
+ 0.42%
$128.46 - $148.6 $771 - $892
1.43K $210M
CVS
Cvs Health Corp

Healthcare
249
+ 39.52%
$58.75 - $76.5 $14.6K - $19K
879 $66.3M
KR
Kroger CO

Consumer Defensive
1.79K
+ 7.76%
$64.52 - $74.35 $115K - $133K
24.8K $1.67B
VOT
Vanguard Mid Cap Growth Index

ETFs
26
+ 2.16%
$282.75 - $294.19 $7.35K - $7.65K
1.23K $360M
CMCSA
Comcast Corp

Communication Services
1.19K
+ 27.44%
$31.41 - $36.33 $37.3K - $43.2K
5.52K $173M
HPE
Hewlett Packard Enterprise CO

Technology
598
+ 64.44%
$19.81 - $25.24 $11.8K - $15.1K
1.53K $37.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
177
+ 43.7%
$85.01 - $90.35 $15K - $16K
582 $52M
ADM
Archer Daniels Midland CO

Consumer Defensive
200
+ 44.74%
$53.54 - $64.21 $10.7K - $12.8K
647 $38.7M
HAL
Halliburton CO

Energy
16
+ 0.51%
$20.5 - $25.11 $328 - $402
3.14K $77.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
154
+ 4.37%
$25.29 - $28.33 $3.89K - $4.36K
3.68K $103M
CME
Cme Group Inc.

Financial Services
50
+ 116.28%
$258.83 - $287.1 $12.9K - $14.4K
93 $25.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
20
+ 2.55%
$182.33 - $194.5 $3.65K - $3.89K
805 $157M
IGF
Ishares Global Infrastructure

ETFs
123
+ 6.83%
$58.29 - $61.43 $7.17K - $7.56K
1.92K $118M
XLRE
Select Sector Spdr Tr Real Est

ETFs
97
+ 1.4%
$40.94 - $42.85 $3.97K - $4.16K
7.02K $296M
EFV
Msci Eafe Value ETF

ETFs
104
+ 32.1%
$62.79 - $68.42 $6.53K - $7.12K
428 $29M
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
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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