Caldwell Trust CO New Holdings in Q2 2025

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTR
Ventas, Inc.

Real Estate
2.12K
New
$62.45 - $70.08 $132K - $149K
2.12K $134M
RJF
Raymond James Financial Inc

Financial Services
869
New
$123.65 - $153.88 $107K - $134K
869 $133M
ODFL
Old Dominion Freight Line, Inc.

Industrials
820
New
$146.74 - $176.07 $120K - $144K
820 $133M
GNR
Spdr S&P Global Natural Resour

ETFs
2.45K
New
$45.66 - $55.03 $112K - $135K
2.45K $133M
ZBRA
Zebra Technologies Corp

Technology
424
New
$213.54 - $309.26 $90.5K - $131K
424 $131M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.84K
New
$17.76 - $22.1 $104K - $129K
5.84K $129M
IYW
Ishares Dj Us Tech ETF

ETFs
733
New
$122.57 - $173.27 $89.8K - $127K
733 $127M
CSL
Carlisle Companies Inc

Industrials
337
New
$317.1 - $408.5 $107K - $138K
337 $126M
BALL
Ball Corp

Consumer Cyclical
2.21K
New
$44.94 - $56.99 $99.1K - $126K
2.21K $124M
IVE
Ishares S&P 500 Value ETF

ETFs
628
New
$168.34 - $195.42 $106K - $123K
628 $123M
GILD
Gilead Sciences, Inc.

Healthcare
1.09K
New
$96.91 - $113.0 $106K - $124K
1.09K $121M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.55K
New
$61.79 - $76.67 $95.6K - $119K
1.55K $118M
VV
Vanguard Large Cap ETF

ETFs
410
New
$228.25 - $285.3 $93.6K - $117K
410 $117M
VCR
Vanguard Consumer Discretionar

ETFs
320
New
$290.42 - $364.35 $92.9K - $117K
320 $116M
CRWD
Crowd Strike Holdings, Inc.

Technology
225
New
$321.63 - $509.31 $72.4K - $115K
225 $115M
WOR
Worthington Industries Inc

Industrials
1.75K
New
$44.09 - $63.81 $77.3K - $112K
1.75K $112M
DRI
Darden Restaurants Inc

Consumer Cyclical
500
New
$186.58 - $225.78 $93.3K - $113K
500 $109M
ELV
Elevance Health, Inc.

Healthcare
280
New
$372.27 - $452.69 $104K - $127K
280 $109M
KIM
Kimco Realty Corp

Real Estate
5.08K
New
$18.7 - $21.69 $95K - $110K
5.08K $107M
IGF
Ishares Global Infrastructure

ETFs
1.8K
New
$50.55 - $59.83 $91K - $108K
1.8K $107M
MNST
Monster Beverage Corp

Consumer Defensive
1.7K
New
$55.01 - $64.24 $93.5K - $109K
1.7K $106M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.25K
New
$82.21 - $83.12 $103K - $104K
1.25K $103M
SSB
South State Corp

Financial Services
1.12K
New
$80.59 - $94.67 $90.3K - $106K
1.12K $103M
SON
Sonoco Products CO

Consumer Cyclical
2.35K
New
$40.6 - $47.93 $95.4K - $113K
2.35K $102M
INGR
Ingredion Inc

Consumer Defensive
751
New
$123.22 - $140.95 $92.5K - $106K
751 $102M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
800
New
$101.97 - $126.75 $81.6K - $101K
800 $101M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
4.17K
New
$23.96 - $24.41 $100K - $102K
4.17K $101M
IEMG
Ishares Inc

ETFs
1.66K
New
N/A
1.66K $99.4M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.23K
New
$22.54 - $23.17 $95.3K - $98K
4.23K $97.2M
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.06K
New
$30.29 - $30.83 $92.7K - $94.3K
3.06K $94.3M
LNT
Alliant Energy Corp

Utilities
1.56K
New
$58.79 - $64.85 $91.4K - $101K
1.56K $94M
DOW
Dow Inc.

Basic Materials
3.5K
New
$25.81 - $34.89 $90.3K - $122K
3.5K $92.7M
EEM
Ishares Msci Emerging Markets

ETFs
1.91K
New
$38.52 - $48.28 $73.6K - $92.2K
1.91K $92.1M
STM
St Microelectronics N.V.

Technology
3K
New
$17.78 - $30.41 $53.3K - $91.2K
3K $91.2M
FDX
Fedex Corp

Industrials
400
New
$198.07 - $245.17 $79.2K - $98.1K
400 $90.9M
Solventum Corp
1.18K
New
N/A
1.18K $89.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.52K
New
$20.42 - $25.3 $71.9K - $89.1K
3.52K $89.1M
VXF
Vanguard Extended Market ETF

ETFs
461
New
$150.43 - $192.71 $69.3K - $88.8K
461 $88.8M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
805
New
$86.93 - $109.64 $70K - $88.3K
805 $88.3M
AOK
Ishares Tr Core Conservative A

ETFs
2.25K
New
$36.09 - $39.07 $81.2K - $87.9K
2.25K $87.9M
ROAD
Construction Partners, Inc.

Industrials
825
New
$68.75 - $110.36 $56.7K - $91K
825 $87.7M
PEY
Invesco Exchange Traded Fd Tr

ETFs
4.28K
New
$18.68 - $21.54 $80K - $92.2K
4.28K $87.4M
PPL
Ppl Corp

Utilities
2.55K
New
$33.45 - $36.5 $85.2K - $93K
2.55K $86.4M
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.49K
New
$32.62 - $33.58 $81.3K - $83.6K
2.49K $83.6M
HES
Hess Corp

Energy
600
New
$126.32 - $161.29 $75.8K - $96.8K
600 $83.1M
CLX
Clorox CO

Consumer Defensive
690
New
$118.01 - $148.69 $81.4K - $103K
690 $82.8M
HCI
Hci Group, Inc.

Financial Services
544
New
$137.07 - $171.28 $74.6K - $93.2K
544 $82.8M
PPG
Ppg Industries Inc

Basic Materials
724
New
$91.66 - $115.04 $66.4K - $83.3K
724 $82.4M
IT
Gartner Inc

Technology
200
New
$377.5 - $449.52 $75.5K - $89.9K
200 $80.8M
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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