Caldwell Trust CO New Holdings in Q3 2025

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MRVL
Marvell Technology, Inc.

Technology
16.5K
New
$62.31 - $84.07 $1.03M - $1.39M
16.5K $1.39B
UBER
Uber Technologies, Inc

Technology
2.2K
New
$86.91 - $99.57 $191K - $219K
2.2K $215M
QDF
Flexshares Quality Dividend In

ETFs
2.28K
New
$73.48 - $79.4 $168K - $181K
2.28K $181M
DASH
Door Dash, Inc.

Communication Services
633
New
$234.5 - $272.5 $148K - $172K
633 $172M
CCJ
Cameco Corp

Energy
1.34K
New
$70.47 - $86.89 $94.7K - $117K
1.34K $113M
Ishares Bitcoin Trust ETF
1.5K
New
N/A
1.5K $97.5M
FCN
Fti Consulting, Inc

Industrials
522
New
$157.99 - $174.18 $82.5K - $90.9K
522 $84.4M
Southstate Bk Corp
621
New
N/A
621 $61.4M
MAA
Mid America Apartment Communities Inc.

Real Estate
364
New
$138.38 - $153.2 $50.4K - $55.8K
364 $50.9M
TSN
Tyson Foods, Inc.

Consumer Defensive
697
New
$52.3 - $57.69 $36.5K - $40.2K
697 $37.8M
KSS
Kohls Corp

Consumer Cyclical
2.15K
New
$9.02 - $17.38 $19.4K - $37.4K
2.15K $33.1M
GUNR
Flexshares Tr Morningstar Glob

ETFs
697
New
$40.15 - $43.86 $28K - $30.6K
697 $30.5M
Canadian Pacific Kansas City
400
New
N/A
400 $29.8M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
500
New
$49.48 - $53.78 $24.7K - $26.9K
500 $26.2M
AUSF
Global X Fds Adaptive U S Fact

ETFs
500
New
$44.16 - $46.75 $22.1K - $23.4K
500 $23.3M
EBAY
Ebay Inc

Consumer Cyclical
225
New
$75.33 - $100.77 $16.9K - $22.7K
225 $20.5M
VOX
Vanguard Communication Service

ETFs
100
New
$169.0 - $192.17 $16.9K - $19.2K
100 $18.8M
AOA
Ishares Tr Core Aggressive All

ETFs
175
New
$82.71 - $88.14 $14.5K - $15.4K
175 $15.4M
VRT
Vertiv Holdings CO

Industrials
100
New
N/A
100 $15.1M
CDNS
Cadence Design Systems Inc

Technology
37
New
$309.46 - $373.37 $11.5K - $13.8K
37 $13M
VFH
Vanguard Financial ETF

ETFs
90
New
$125.23 - $132.78 $11.3K - $12K
90 $11.8M
FSTA
Fidelity Covington Tr Msci Con

ETFs
200
New
$49.57 - $52.57 $9.91K - $10.5K
200 $9.97M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
424
New
$20.76 - $21.78 $8.8K - $9.23K
424 $9.15M
OWL
Blue Owl Capital Inc.

Financial Services
500
New
$16.93 - $20.8 $8.47K - $10.4K
500 $8.47M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
87
New
$81.76 - $86.36 $7.11K - $7.51K
87 $7.38M
NFRA
Flexshares Stoxx Global Broad

ETFs
113
New
$60.61 - $63.45 $6.85K - $7.17K
113 $7.11M
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
Sintx Technologies Inc
1
New
N/A
1 $4K
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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