Caldwell Trust CO Incresed Positions in Q3 2025

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
135
+ 4.28%
$293.92 - $341.0 $39.7K - $46K
3.29K $1.12B
META
Meta Platforms, Inc.

Communication Services
285
+ 4.03%
$695.21 - $791.73 $198K - $226K
7.37K $5.41B
AON
Aon PLC

Financial Services
510
+ 9.81%
$350.91 - $375.27 $179K - $191K
5.71K $2.04B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
674
+ 1.48%
$101.12 - $106.18 $68.2K - $71.6K
46.2K $4.77B
MDT
Medtronic PLC

Healthcare
1.24K
+ 19.2%
$87.67 - $95.74 $108K - $118K
7.67K $730M
CL
Colgate Palmolive CO

Consumer Defensive
3.63K
+ 31.24%
$79.36 - $93.33 $288K - $339K
15.3K $1.22B
VGT
Vanguard Information Technolog

ETFs
150
+ 25.0%
$656.44 - $753.15 $98.5K - $113K
750 $560M
GLD
Spdr Gold Trust

ETFs
164
+ 8.15%
$300.96 - $355.47 $49.4K - $58.3K
2.18K $774M
CEG
Constellation Energy Corp

Utilities
384
+ 7.35%
$298.82 - $354.89 $115K - $136K
5.61K $1.85B
KLAC
Kla Corp

Technology
4
+ 0.48%
$843.9 - $1078.6 $3.38K - $4.31K
829 $894M
LHX
L3 Harris Technologies, Inc.

Industrials
322
+ 35.54%
$252.18 - $305.41 $81.2K - $98.3K
1.23K $375M
STX
Seagate Technology Holdings PLC

Technology
20
+ 1.33%
$142.01 - $236.06 $2.84K - $4.72K
1.52K $359M
SHEL
Shell PLC

Energy
1.53K
+ 5.49%
$69.82 - $73.93 $107K - $113K
29.4K $2.1B
NKE
Nike, Inc.

Consumer Cyclical
1.95K
+ 57.68%
$69.24 - $79.24 $135K - $154K
5.33K $371M
PLD
Prologis, Inc.

Real Estate
1.08K
+ 147.21%
$104.08 - $115.35 $113K - $125K
1.82K $208M
LOW
Lowes Companies Inc

Consumer Cyclical
36
+ 0.97%
$215.01 - $273.02 $7.74K - $9.83K
3.74K $939M
SJM
J M Smucker CO

Consumer Defensive
1K
+ 190.48%
$102.24 - $113.2 $102K - $113K
1.53K $166M
QCOM
Qualcomm Inc

Technology
17
+ 0.11%
$145.84 - $173.55 $2.48K - $2.95K
15.4K $2.56B
PNC
Pnc Financial Services Group, Inc.

Financial Services
353
+ 13.02%
$185.88 - $207.44 $65.6K - $73.2K
3.06K $616M
VGSH
Vanguard

ETFs
1.87K
+ 216.09%
$58.43 - $58.88 $109K - $110K
2.73K $161M
BK
Bank Of New York Mellon Corp

Financial Services
914
+ 229.07%
$90.65 - $109.75 $82.9K - $100K
1.31K $143M
SCHW
Schwab Charles Corp

Financial Services
201
+ 1.01%
$91.03 - $98.69 $18.3K - $19.8K
20K $1.91B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
849
+ 707.5%
$89.32 - $107.82 $75.8K - $91.5K
969 $104M
FAST
Fastenal CO

Industrials
2
+ 0.02%
$42.47 - $50.39 $84.9 - $101
13.1K $641M
XLB
Select Sector Spdr Fd Material

ETFs
904
+ 22.16%
$86.72 - $92.61 $78.4K - $83.7K
4.98K $447M
XLU
Utilities Sector Spdr

ETFs
800
+ 24.62%
$81.14 - $87.32 $64.9K - $69.9K
4.05K $353M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.04K
+ 4.22%
$78.11 - $79.07 $80.9K - $81.9K
25.6K $2.02B
GRMN
Garmin LTD

Technology
230
+ 30.67%
$211.13 - $246.22 $48.6K - $56.6K
980 $241M
ROAD
Construction Partners, Inc.

Industrials
525
+ 63.64%
$93.43 - $136.74 $49.1K - $71.8K
1.35K $171M
RJF
Raymond James Financial Inc

Financial Services
379
+ 43.61%
$154.64 - $176.43 $58.6K - $66.9K
1.25K $215M
HCA
Hca Healthcare, Inc.

Healthcare
63
+ 5.05%
$334.32 - $426.2 $21.1K - $26.9K
1.31K $559M
TMUS
T Mobile Us, Inc.

Communication Services
231
+ 1.15%
$226.02 - $259.01 $52.2K - $59.8K
20.4K $4.87B
UL
Unilever PLC

Consumer Defensive
1.43K
+ 29.36%
$58.43 - $65.01 $83.6K - $93K
6.31K $374M
EFA
Ishares Tr Msci Eafe ETF

ETFs
404
+ 4.77%
$87.29 - $93.61 $35.3K - $37.8K
8.87K $828M
IWN
Ishares Russell2000 Val ETF

ETFs
31
+ 0.95%
$157.1 - $178.94 $4.87K - $5.55K
3.31K $584M
CAH
Cardinal Health Inc

Healthcare
398
+ 1047.37%
$146.04 - $167.63 $58.1K - $66.7K
436 $68.4M
VB
Vanguard Small Cap ETF

ETFs
128
+ 7.85%
$237.58 - $259.17 $30.4K - $33.2K
1.76K $447M
TT
Trane Technologies PLC

Industrials
318
+ 6.67%
$398.96 - $472.54 $127K - $150K
5.09K $2.15B
PSA
Public Storage

Real Estate
210
+ 420.0%
$271.94 - $298.09 $57.1K - $62.6K
260 $75.1M
PLTR
Palantir Technologies Inc.

Technology
300
+ 300.0%
$130.68 - $186.97 $39.2K - $56.1K
400 $73M
TRV
Travelers Companies, Inc.

Financial Services
149
+ 12.77%
$250.62 - $279.43 $37.3K - $41.6K
1.32K $367M
XLE
Energy Sector Spdr

ETFs
386
+ 9.4%
$84.25 - $91.99 $32.5K - $35.5K
4.49K $401M
XLF
Financial Sector Spdr

ETFs
610
+ 4.86%
$51.37 - $54.25 $31.3K - $33.1K
13.2K $709M
VZ
Verizon Communications Inc

Communication Services
223
+ 0.37%
$40.84 - $45.06 $9.11K - $10K
61.2K $2.69B
AWK
American Water Works Company, Inc.

Utilities
366
+ 70.66%
$135.05 - $147.0 $49.4K - $53.8K
884 $123M
EXC
Exelon Corp

Utilities
524
+ 3.6%
$42.73 - $45.54 $22.4K - $23.9K
15.1K $678M
JNK
Spdr Bloomberg High Yield Bond

ETFs
327
+ 1.95%
$96.22 - $98.19 $31.5K - $32.1K
17.1K $1.67B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.16K
+ 640.88%
$37.14 - $37.85 $43.1K - $43.9K
1.34K $50.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
28
+ 1.76%
$276.51 - $305.12 $7.74K - $8.54K
1.62K $482M
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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