Caldwell Trust CO New Holdings in Q2 2025

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FE
Firstenergy Corp

Utilities
862
New
$38.31 - $43.17 $33K - $37.2K
862 $34.7M
BBH
Vaneck ETF Tr Biotech ETF

ETFs
225
New
$140.05 - $156.07 $31.5K - $35.1K
225 $34.5M
IWV
Ishares Russell 3000 ETF

ETFs
98
New
$281.67 - $351.0 $27.6K - $34.4K
98 $34.4M
KRYS
Krystal Biotech, Inc.

Healthcare
250
New
$123.36 - $181.0 $30.8K - $45.3K
250 $34.4M
TBX
Proshares Tr Short 7 10 Yr Tre

ETFs
1.22K
New
$27.67 - $30.05 $33.7K - $36.6K
1.22K $34.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
746
New
$44.68 - $45.96 $33.3K - $34.3K
746 $34.1M
OGS
One Gas, Inc.

Utilities
466
New
$71.59 - $81.38 $33.4K - $37.9K
466 $33.5M
BAX
Baxter International Inc

Healthcare
1.1K
New
$27.8 - $34.02 $30.6K - $37.4K
1.1K $33.3M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
500
New
$53.75 - $67.21 $26.9K - $33.6K
500 $33.1M
CWB
Spdr Bloomberg Convertible Sec

ETFs
400
New
$71.86 - $82.66 $28.7K - $33.1K
400 $33.1M
MPLX
Mplx LP

Energy
635
New
$46.68 - $53.89 $29.6K - $34.2K
635 $32.7M
EFX
Equifax Inc

Industrials
126
New
$205.5 - $280.54 $25.9K - $35.3K
126 $32.7M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
650
New
$43.28 - $50.37 $28.1K - $32.7K
650 $32.6M
CIVB
Civista Bancshares, Inc.

Financial Services
1.39K
New
$18.44 - $23.76 $25.6K - $33K
1.39K $32.2M
MTCH
Match Group, Inc.

Communication Services
1.03K
New
$27.03 - $31.93 $27.7K - $32.7K
1.03K $31.7M
Te Connectivity PLC
186
New
N/A
186 $31.4M
BHP
Bhp Group LTD

Basic Materials
650
New
$40.22 - $50.88 $26.1K - $33.1K
650 $31.3M
DOV
Dover Corp

Industrials
169
New
$151.14 - $186.7 $25.5K - $31.6K
169 $31M
NEM
Newmont Corp

Basic Materials
524
New
$44.18 - $59.46 $23.2K - $31.2K
524 $30.5M
IJS
Ishares S&P Smallcap 600 Value

ETFs
305
New
$83.54 - $100.04 $25.5K - $30.5K
305 $30.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
88
New
$272.36 - $339.57 $24K - $29.9K
88 $29.9M
UTG
Reaves Utility Income Fund

Financial Services
825
New
$29.08 - $36.18 $24K - $29.8K
825 $29.8M
HRL
Hormel Foods Corp

Consumer Defensive
984
New
$29.11 - $31.44 $28.6K - $30.9K
984 $29.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
416
New
$55.54 - $69.09 $23.1K - $28.7K
416 $28.7M
MTZ
Mastec Inc

Industrials
168
New
$106.07 - $171.99 $17.8K - $28.9K
168 $28.6M
RYT
Invesco S&P 500 Equal Weight T

ETFs
690
New
N/A
690 $28.1M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
150
New
$153.22 - $199.8 $23K - $30K
150 $28.1M
PRK
Park National Corp

Financial Services
166
New
$141.75 - $170.63 $23.5K - $28.3K
166 $27.8M
MFC
Manulife Financial Corp

Financial Services
853
New
$26.93 - $32.44 $23K - $27.7K
853 $27.3M
UGI
Ugi Corp

Utilities
741
New
$30.18 - $36.59 $22.4K - $27.1K
741 $27M
PNW
Pinnacle West Capital Corp

Utilities
300
New
$88.3 - $95.43 $26.5K - $28.6K
300 $26.8M
SSNC
Ss&C Technologies Holdings Inc

Technology
324
New
$71.96 - $83.42 $23.3K - $27K
324 $26.8M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
434
New
$50.27 - $62.05 $21.8K - $26.9K
434 $26.8M
NWBI
Northwest Bancshares, Inc.

Financial Services
2.1K
New
$10.9 - $12.84 $22.9K - $26.9K
2.1K $26.8M
BCO
Brinks CO

Industrials
300
New
$82.06 - $94.4 $24.6K - $28.3K
300 $26.8M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.33K
New
$19.44 - $19.56 $25.9K - $26.1K
1.33K $26M
Labcorp Holdings Inc
96
New
N/A
96 $25.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
303
New
$79.56 - $82.92 $24.1K - $25.1K
303 $25.1M
DVN
Devon Energy Corp

Energy
782
New
$26.8 - $37.92 $21K - $29.7K
782 $24.9M
Orrstown Finl Svcs Inc
773
New
N/A
773 $24.6M
DG
Dollar General Corp

Consumer Defensive
215
New
$86.02 - $114.95 $18.5K - $24.7K
215 $24.6M
AZN
Astrazeneca PLC

Healthcare
347
New
$64.87 - $75.0 $22.5K - $26K
347 $24.2M
IYJ
Ishares Tr

ETFs
170
New
$115.07 - $142.31 $19.6K - $24.2K
170 $24.2M
NI
Nisource Inc.

Utilities
594
New
$37.11 - $40.64 $22K - $24.1K
594 $24M
NNN
National Retail Properties, Inc.

Real Estate
552
New
$37.56 - $43.42 $20.7K - $24K
552 $23.8M
ADM
Archer Daniels Midland CO

Consumer Defensive
447
New
$41.79 - $54.16 $18.7K - $24.2K
447 $23.6M
ORI
Old Republic International Corp

Financial Services
600
New
$35.25 - $39.79 $21.2K - $23.9K
600 $23.1M
BR
Broadridge Financial Solutions, Inc.

Technology
93
New
$217.22 - $246.25 $20.2K - $22.9K
93 $22.6M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.06K
New
$20.12 - $21.0 $21.2K - $22.2K
1.06K $22.1M
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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