Caldwell Trust CO New Holdings in Q2 2025

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ET
Energy Transfer LP

Energy
3.02K
New
$15.65 - $18.93 $47.3K - $57.2K
3.02K $54.8M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
660
New
$69.8 - $85.28 $46.1K - $56.3K
660 $54.7M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.25K
New
$38.18 - $45.52 $47.7K - $56.9K
1.25K $54.7M
SQ
Block, Inc.

Technology
800
New
N/A
800 $54.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
680
New
$77.94 - $79.5 $53K - $54.1K
680 $54.1M
FVD
First Tr Value Line Divid Inde

ETFs
1.2K
New
$40.62 - $45.12 $48.9K - $54.3K
1.2K $53.8M
AMCR
Amcor PLC

Consumer Cyclical
5.86K
New
$8.57 - $9.81 $50.2K - $57.4K
5.86K $53.8M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
4.88K
New
$10.29 - $11.24 $50.2K - $54.8K
4.88K $53.3M
Wells Fargo CO New
45
New
N/A
45 $52.8M
TSCO
Tractor Supply CO

Consumer Cyclical
1K
New
$47.86 - $55.77 $47.9K - $55.8K
1K $52.8M
SJM
J M Smucker CO

Consumer Defensive
525
New
$94.41 - $118.52 $49.6K - $62.2K
525 $51.6M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
98
New
$483.07 - $625.6 $47.3K - $61.3K
98 $51.5M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
539
New
$81.46 - $94.63 $43.9K - $51K
539 $51M
VGSH
Vanguard

ETFs
864
New
$58.32 - $58.95 $50.4K - $50.9K
864 $50.8M
SBCF
Seacoast Banking Corp Of Florida

Financial Services
1.83K
New
$22.01 - $27.62 $40.3K - $50.5K
1.83K $50.5M
BIIB
Biogen Inc.

Healthcare
401
New
$113.38 - $135.49 $45.5K - $54.3K
401 $50.4M
FRME
First Merchants Corp

Financial Services
1.3K
New
$34.13 - $40.19 $44.4K - $52.2K
1.3K $49.8M
WCN
Waste Connections, Inc.

Industrials
264
New
$183.26 - $199.95 $48.4K - $52.8K
264 $49.3M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
500
New
$76.98 - $98.31 $38.5K - $49.2K
500 $49.2M
LAMR
Lamar Advertising CO

Real Estate
400
New
$102.35 - $121.67 $40.9K - $48.7K
400 $48.5M
NTRS
Northern Trust Corp

Financial Services
381
New
$84.45 - $126.79 $32.2K - $48.3K
381 $48.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
247
New
$166.82 - $194.23 $41.2K - $48K
247 $48M
JHMM
John Hancock Multifactor Mid C

ETFs
780
New
$50.32 - $61.13 $39.2K - $47.7K
780 $47.7M
SF
Stifel Financial Corp

Financial Services
450
New
$76.49 - $103.78 $34.4K - $46.7K
450 $46.7M
ABC
Amerisourcebergen Corp

Healthcare
154
New
N/A
154 $46.2M
Amentum Holdings Inc
1.95K
New
N/A
1.95K $46.1M
WU
Western Union CO

Financial Services
5.38K
New
$8.37 - $10.63 $45K - $57.2K
5.38K $45.3M
FCX
Freeport Mcmoran Inc

Basic Materials
1.03K
New
$29.15 - $44.46 $29.9K - $45.6K
1.03K $44.4M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
600
New
$61.08 - $74.04 $36.6K - $44.4K
600 $44.4M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.25K
New
$19.49 - $19.66 $43.8K - $44.1K
2.25K $44.1M
NXST
Nexstar Media Group, Inc.

Communication Services
252
New
$144.68 - $181.86 $36.5K - $45.8K
252 $43.6M
CVS
Cvs Health Corp

Healthcare
630
New
$60.04 - $70.18 $37.8K - $44.2K
630 $43.5M
RWR
Spdr Dow Jones Reit ETF

ETFs
450
New
$86.33 - $99.71 $38.8K - $44.9K
450 $43.4M
LYB
Lyondell Basell Industries N.V.

Basic Materials
750
New
$53.23 - $70.65 $39.9K - $53K
750 $43.4M
MU
Micron Technology Inc

Technology
350
New
$64.72 - $127.91 $22.7K - $44.8K
350 $43.1M
DELL
Dell Technologies Inc.

Technology
340
New
$71.63 - $125.98 $24.4K - $42.8K
340 $41.7M
XYL
Xylem Inc.

Industrials
320
New
$102.86 - $129.5 $32.9K - $41.4K
320 $41.4M
TD
Toronto Dominion Bank

Financial Services
561
New
$55.71 - $73.45 $31.3K - $41.2K
561 $41.2M
IDXX
Idexx Laboratories Inc

Healthcare
76
New
$361.04 - $536.34 $27.4K - $40.8K
76 $40.8M
RYN
Rayonier Inc

Real Estate
1.75K
New
$22.12 - $28.02 $38.7K - $49K
1.75K $38.8M
JLL
Jones Lang Lasalle Inc

Real Estate
150
New
$204.57 - $256.96 $30.7K - $38.5K
150 $38.4M
VIS
Vanguard Industrial ETF

ETFs
136
New
$220.04 - $280.07 $29.9K - $38.1K
136 $38.1M
OSK
Oshkosh Corp

Industrials
334
New
$79.17 - $113.62 $26.4K - $37.9K
334 $37.9M
TAXF
American Centy ETF Tr Diversif

ETFs
770
New
$47.8 - $49.79 $36.8K - $38.3K
770 $37.7M
MAS
Masco Corp

Industrials
572
New
$58.73 - $71.06 $33.6K - $40.6K
572 $36.8M
ES
Eversource Energy

Utilities
574
New
$54.25 - $65.89 $31.1K - $37.8K
574 $36.5M
BK
Bank Of New York Mellon Corp

Financial Services
399
New
$73.31 - $91.62 $29.3K - $36.6K
399 $36.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
405
New
$83.97 - $92.85 $34K - $37.6K
405 $35.7M
RGLD
Royal Gold Inc

Basic Materials
200
New
$155.48 - $186.71 $31.1K - $37.3K
200 $35.6M
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
Track This Portfolio

Track Caldwell Trust CO Portfolio

Follow Caldwell Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email