Caldwell Sutter Capital, Inc. Incresed Positions in Q3 2025

Caldwell Sutter Capital, Inc.

  • $234 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEM
Newmont Corp

Basic Materials
30
+ 4.4%
$57.35 - $85.25 $1.72K - $2.56K
712 $60M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
275
+ 6.78%
$33.78 - $36.74 $9.29K - $10.1K
4.33K $158M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10
+ 0.26%
$49.43 - $54.52 $494 - $545
3.81K $206M
AMGN
Amgen Inc

Healthcare
43
+ 2.5%
$271.18 - $309.22 $11.7K - $13.3K
1.76K $497M
CVS
Cvs Health Corp

Healthcare
17
+ 0.68%
$58.75 - $76.5 $999 - $1.3K
2.51K $189M
AMAT
Applied Materials Inc

Technology
2
+ 0.27%
$156.25 - $204.95 $313 - $410
750 $154M
TRV
Travelers Companies, Inc.

Financial Services
5
+ 0.4%
$250.62 - $279.43 $1.25K - $1.4K
1.26K $351M
BGH
Barings Global Short Duration High Yield Fund

Financial Services
914
+ 5.57%
$15.39 - $16.8 $14.1K - $15.4K
17.3K $268M
TSLA
Tesla, Inc.

Consumer Cyclical
5
+ 5.43%
$293.94 - $444.72 $1.47K - $2.22K
97 $43.1M
EEM
Ishares Msci Emerging Markets

ETFs
120
+ 9.33%
$48.07 - $53.4 $5.77K - $6.41K
1.41K $75.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
100
+ 14.16%
$87.29 - $93.61 $8.73K - $9.36K
806 $75.3M
NUE
Nucor Corp

Basic Materials
10
+ 0.58%
$133.3 - $150.33 $1.33K - $1.5K
1.74K $236M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
450
+ 28.13%
$18.58 - $19.75 $8.36K - $8.89K
2.05K $39.3M
DD
Du Pont De Nemours, Inc.

Basic Materials
5
+ 0.59%
$69.9 - $78.26 $350 - $391
857 $66.8M
Brookfield Renewable Corp
62
+ 1.88%
N/A
3.36K $116M
Easterly Govt Pptys Inc Com
240
+ 15.69%
N/A
1.77K $40.6M
PCAR
Paccar Inc

Industrials
52
+ 16.88%
$92.91 - $102.86 $4.83K - $5.35K
360 $35.4M
SWK
Stanley Black & Decker, Inc.

Industrials
48
+ 18.82%
$66.98 - $79.52 $3.22K - $3.82K
303 $22.5M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
50
+ 75.76%
$98.52 - $103.93 $4.93K - $5.2K
116 $11.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
45
+ 22.84%
$109.11 - $111.88 $4.91K - $5.03K
242 $26.9M
SLV
I Shares Silver Trust

ETFs
15
+ 3.26%
$32.73 - $42.5 $491 - $638
475 $20.1M
SJM
J M Smucker CO

Consumer Defensive
22
+ 10.43%
$102.24 - $113.2 $2.25K - $2.49K
233 $25.4M
HTGC
Hercules Capital, Inc.

Financial Services
105
+ 2.6%
$18.34 - $19.53 $1.93K - $2.05K
4.14K $78.3M
VTRS
Viatris Inc

Healthcare
144
+ 4.86%
$8.74 - $10.69 $1.26K - $1.54K
3.11K $30.8M
SLB
Schlumberger Limited

Energy
20
+ 0.32%
$32.37 - $37.31 $647 - $746
6.23K $214M
DBB
Invesco Db Base Metals Fund

ETFs
150
+ 17.81%
$19.03 - $20.57 $2.85K - $3.09K
992 $20.4M
PFF
Ishares Trust Ishares Pfd And

ETFs
100
+ 10.88%
$30.67 - $32.13 $3.07K - $3.21K
1.02K $32.2M
LYB
Lyondell Basell Industries N.V.

Basic Materials
100
+ 82.64%
$48.34 - $67.22 $4.83K - $6.72K
221 $10.8M
ED
Consolidated Edison Inc

Utilities
32
+ 0.88%
$95.57 - $105.36 $3.06K - $3.37K
3.69K $370M
EPD
Enterprise Products Partners L.P.

Energy
57
+ 0.77%
$30.74 - $32.14 $1.75K - $1.83K
7.51K $235M
TM
Toyota Motor Corp

Consumer Cyclical
5
+ 4.5%
$167.86 - $202.79 $839 - $1.01K
116 $22.2M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
25
+ 0.74%
$26.92 - $28.6 $673 - $715
3.42K $95.6M
ATAI
Atai Life Sciences N.V.

Healthcare
200
+ 40.0%
$2.62 - $5.61 $524 - $1.12K
700 $3.7M
Bunge Global Sa Com
24
+ 3.63%
N/A
685 $55.7M
Annaly Capital Management Inc
93
+ 28.01%
N/A
425 $8.6M
KBE
Spdr S&P Bank ETF

ETFs
3
+ 0.6%
$55.26 - $61.99 $166 - $186
506 $30.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4
+ 0.28%
$97.75 - $100.75 $391 - $403
1.43K $143M
DBA
Invesco Db Agriculture Fund

ETFs
40
+ 2.94%
$25.62 - $27.91 $1.02K - $1.12K
1.4K $37.5M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
30
+ 1.94%
$11.64 - $15.79 $349 - $474
1.58K $23.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
25
+ 2.52%
$55.61 - $57.37 $1.39K - $1.43K
1.02K $58.1M
PWR
Quanta Services, Inc.

Industrials
3
+ 50.0%
$372.29 - $421.68 $1.12K - $1.27K
9 $3.73M
FOLD
Amicus Therapeutics, Inc.

Healthcare
70
+ 21.21%
$5.84 - $8.57 $409 - $600
400 $3.15M
WY
Weyerhaeuser CO

Real Estate
50
+ 62.5%
$24.1 - $26.83 $1.21K - $1.34K
130 $3.22M
Ge Healthcare Technologies Inc
11
+ 4.26%
N/A
269 $20.2M
MPW
Medical Properties Trust Inc

Real Estate
23
+ 1.96%
$3.98 - $5.13 $91.5 - $118
1.2K $6.06M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5
+ 166.67%
$185.65 - $214.38 $928 - $1.07K
8 $1.61M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
2
+ 100.0%
$232.86 - $268.01 $466 - $536
4 $1.04M
TAP
Molson Coors Beverage CO

Consumer Defensive
15
+ 33.33%
$44.09 - $52.81 $661 - $792
60 $2.72M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5
+ 25.0%
$86.07 - $90.74 $430 - $454
25 $2.24M
Activity Summary
Buys All Purchases 165 New Holdings 40 Increased Positions 125 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 0 Puts 0
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