Caldwell Trust CO Purchases in Q2 2025

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
348K
New
$94.31 - $157.99 $32.8M - $55M
348K $55B
AAPL
Apple Inc.

Technology
251K
New
$172.42 - $223.89 $43.2M - $56.1M
251K $51.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
64.4K
New
$496.48 - $617.85 $32M - $39.8M
64.4K $39.8B
MSFT
Microsoft Corp

Technology
74.7K
New
$354.56 - $497.45 $26.5M - $37.1M
74.7K $37.1B
AMZN
Amazon Com Inc

Consumer Cyclical
134K
New
$167.32 - $223.3 $22.4M - $29.9M
134K $29.4B
GOOGL
Alphabet Inc.

Communication Services
133K
New
$144.7 - $178.6 $19.2M - $23.7M
133K $23.4B
JPM
Jpmorgan Chase & CO

Financial Services
68.2K
New
$210.28 - $289.91 $14.3M - $19.8M
68.2K $19.8B
HD
Home Depot, Inc.

Consumer Cyclical
53K
New
$335.24 - $380.78 $17.8M - $20.2M
53K $19.4B
LLY
Eli Lilly & CO

Healthcare
22.1K
New
$713.71 - $898.95 $15.8M - $19.9M
22.1K $17.2B
IVV
Ishares Core S&P 500 ETF

ETFs
26.6K
New
$498.8 - $620.9 $13.3M - $16.5M
26.6K $16.5B
RSP
Invesco S&P 500 Equal Weight E

ETFs
73.1K
New
$152.93 - $181.74 $11.2M - $13.3M
73.1K $13.3B
MA
Mastercard Inc

Financial Services
23.3K
New
$479.92 - $590.74 $11.2M - $13.8M
23.3K $13.1B
NEE
Nextera Energy Inc

Utilities
184K
New
$64.11 - $75.0 $11.8M - $13.8M
184K $12.8B
Blackrock Inc
12.1K
New
N/A
12.1K $12.7B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
21.7K
New
$468.22 - $566.51 $10.1M - $12.3M
21.7K $12.3B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
227K
New
$51.68 - $52.76 $11.7M - $12M
227K $12B
V
Visa Inc.

Financial Services
31.8K
New
$308.27 - $373.31 $9.81M - $11.9M
31.8K $11.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
20K
New
$416.06 - $551.64 $8.32M - $11M
20K $11B
WMT
Walmart Inc.

Consumer Defensive
111K
New
$81.79 - $99.98 $9.05M - $11.1M
111K $10.8B
MCD
Mcdonalds Corp

Consumer Cyclical
36.2K
New
$285.55 - $321.23 $10.3M - $11.6M
36.2K $10.6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
107K
New
$96.84 - $99.46 $10.3M - $10.6M
107K $10.6B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
198K
New
$51.1 - $53.29 $10.1M - $10.5M
198K $10.5B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
21.6K
New
$483.48 - $539.8 $10.4M - $11.7M
21.6K $10.5B
PG
Procter & Gamble CO

Consumer Defensive
65.6K
New
$157.66 - $172.39 $10.3M - $11.3M
65.6K $10.5B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
89.8K
New
$90.56 - $109.49 $8.13M - $9.83M
89.8K $9.82B
JNJ
Johnson & Johnson

Healthcare
59.3K
New
$146.36 - $159.82 $8.67M - $9.47M
59.3K $9.05B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
141K
New
$51.16 - $62.02 $7.24M - $8.77M
141K $8.77B
VO
Vanguard Mid Cap ETF

ETFs
31K
New
$228.54 - $279.83 $7.09M - $8.68M
31K $8.68B
AMGN
Amgen Inc

Healthcare
30.7K
New
$262.28 - $309.85 $8.06M - $9.52M
30.7K $8.58B
SJNK
Spdr Bloomberg Short Term High

ETFs
327K
New
$24.12 - $25.48 $7.9M - $8.34M
327K $8.34B
CVX
Chevron Corp

Energy
57.2K
New
$133.73 - $168.51 $7.65M - $9.64M
57.2K $8.19B
AVGO
Broadcom Inc.

Technology
28.3K
New
$146.29 - $275.65 $4.15M - $7.81M
28.3K $7.81B
CAT
Caterpillar Inc

Industrials
18.9K
New
$273.94 - $388.21 $5.19M - $7.35M
18.9K $7.35B
NFLX
Netflix Inc

Communication Services
5.49K
New
$855.86 - $1339.13 $4.69M - $7.35M
5.49K $7.35B
ABT
Abbott Laboratories

Healthcare
51.9K
New
$123.95 - $138.08 $6.44M - $7.17M
51.9K $7.06B
UNP
Union Pacific Corp

Industrials
30.2K
New
$208.27 - $238.46 $6.3M - $7.21M
30.2K $6.96B
BX
Blackstone Inc.

Financial Services
45.9K
New
$120.07 - $151.11 $5.51M - $6.93M
45.9K $6.86B
XOM
Exxon Mobil Corp

Energy
59.2K
New
$99.93 - $119.04 $5.91M - $7.04M
59.2K $6.38B
HON
Honeywell International Inc

Industrials
25.9K
New
$182.86 - $232.88 $4.74M - $6.04M
25.9K $6.04B
IEFA
Ishares Tr

ETFs
69.9K
New
$67.83 - $84.09 $4.74M - $5.88M
69.9K $5.83B
BRK-A
Berkshire Hathaway Inc

Financial Services
8
New
$725400.0 - $809350.0 $5.8M - $6.47M
8 $5.83B
AXP
American Express CO

Financial Services
17.5K
New
$231.39 - $318.98 $4.06M - $5.59M
17.5K $5.59B
ORCL
Oracle Corp

Technology
25.4K
New
$122.82 - $218.63 $3.12M - $5.55M
25.4K $5.55B
META
Meta Platforms, Inc.

Communication Services
7.08K
New
$484.66 - $738.09 $3.43M - $5.23M
7.08K $5.23B
CSCO
Cisco Systems, Inc.

Technology
73.9K
New
$53.19 - $69.38 $3.93M - $5.13M
73.9K $5.13B
VEA
Vanguard Ftse Developed Market

ETFs
89.8K
New
$45.65 - $57.01 $4.1M - $5.12M
89.8K $5.12B
CRM
Salesforce, Inc.

Technology
18K
New
$236.26 - $291.15 $4.26M - $5.25M
18K $4.92B
IBM
International Business Machines Corp

Technology
16.3K
New
$221.03 - $294.78 $3.6M - $4.8M
16.3K $4.8B
TMUS
T Mobile Us, Inc.

Communication Services
20.1K
New
$220.99 - $268.54 $4.45M - $5.4M
20.1K $4.79B
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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