Caldwell Trust CO New Holdings in Q2 2025

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
5.73K
New
$86.13 - $108.53 $493K - $622K
5.73K $622M
GLD
Spdr Gold Trust

ETFs
2.01K
New
$273.71 - $316.29 $551K - $637K
2.01K $614M
XLV
Select Sector Spdr Fund Health

ETFs
4.55K
New
$128.77 - $144.3 $586K - $656K
4.55K $613M
Ge Vernova Inc
1.13K
New
N/A
1.13K $600M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
11.9K
New
$49.57 - $50.27 $591K - $599K
11.9K $599M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.9K
New
$48.13 - $49.85 $575K - $595K
11.9K $586M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.82K
New
$177.93 - $313.14 $323K - $569K
1.82K $569M
CI
Cigna Corp

Healthcare
1.71K
New
$301.89 - $340.04 $516K - $581K
1.71K $565M
MDT
Medtronic PLC

Healthcare
6.43K
New
$80.68 - $88.86 $519K - $572K
6.43K $561M
HYD
Vaneck High Yield Muni ETF

ETFs
11.1K
New
$49.08 - $51.35 $544K - $569K
11.1K $556M
ITA
Ishares Tr

ETFs
2.93K
New
$135.31 - $188.64 $396K - $552K
2.93K $552M
FAST
Fastenal CO

Industrials
13.1K
New
$40.65 - $83.16 $531K - $1.09M
13.1K $549M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
8.58K
New
$54.27 - $63.01 $466K - $541K
8.58K $538M
MCHP
Microchip Technology Inc

Technology
7.64K
New
$35.34 - $71.6 $270K - $547K
7.64K $537M
AXON
Axon Enterprise, Inc.

Industrials
640
New
$497.13 - $827.94 $318K - $530K
640 $530M
BSX
Boston Scientific Corp

Healthcare
4.92K
New
$89.7 - $107.41 $441K - $528K
4.92K $528M
IWN
Ishares Russell2000 Val ETF

ETFs
3.27K
New
$131.84 - $157.76 $432K - $517K
3.27K $517M
NOW
Service Now, Inc.

Technology
492
New
$721.65 - $1040.18 $355K - $512K
492 $506M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.71K
New
$149.76 - $186.42 $406K - $505K
2.71K $505M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.67K
New
$57.46 - $75.58 $383K - $504K
6.67K $504M
AFL
Aflac Inc

Financial Services
4.74K
New
$99.77 - $112.45 $473K - $533K
4.74K $500M
ETN
Eaton Corp PLC

Industrials
1.38K
New
$246.52 - $356.99 $339K - $491K
1.38K $491M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
40.5K
New
$11.35 - $12.45 $460K - $505K
40.5K $484M
HCA
Hca Healthcare, Inc.

Healthcare
1.25K
New
$317.61 - $387.52 $396K - $484K
1.25K $478M
MKC
Mccormick & CO Inc

Consumer Defensive
6.22K
New
$71.11 - $82.25 $442K - $511K
6.22K $471M
APH
Amphenol Corp

Technology
4.71K
New
$59.09 - $98.75 $278K - $465K
4.71K $465M
ASML
Asml Holding Nv

Technology
575
New
$595.37 - $815.24 $342K - $469K
575 $461M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
36.6K
New
$10.82 - $12.71 $396K - $465K
36.6K $456M
CTAS
Cintas Corp

Industrials
2.04K
New
$190.11 - $227.66 $387K - $464K
2.04K $454M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.25K
New
$104.34 - $138.68 $339K - $450K
3.25K $450M
Lam Research Corp
4.62K
New
N/A
4.62K $450M
AEP
American Electric Power CO Inc

Utilities
4.27K
New
$98.59 - $109.11 $421K - $466K
4.27K $443M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.59K
New
$219.76 - $276.94 $349K - $440K
1.59K $440M
TXN
Texas Instruments Inc

Technology
2.1K
New
N/A
2.1K $437M
FTNT
Fortinet, Inc.

Technology
4.13K
New
$84.71 - $108.69 $349K - $448K
4.13K $436M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.44K
New
$39.89 - $49.46 $337K - $418K
8.44K $418M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.75K
New
$58.63 - $59.9 $396K - $404K
6.75K $404M
VGT
Vanguard Information Technolog

ETFs
600
New
$470.37 - $663.28 $282K - $398K
600 $398M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.6K
New
$105.23 - $109.61 $379K - $395K
3.6K $395M
OTIS
Otis Worldwide Corp

Industrials
3.93K
New
$90.88 - $104.3 $357K - $410K
3.93K $389M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.77K
New
$54.19 - $67.22 $312K - $388K
5.77K $388M
VB
Vanguard Small Cap ETF

ETFs
1.63K
New
$193.73 - $237.37 $316K - $387K
1.63K $387M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.05K
New
$35.35 - $42.68 $320K - $386K
9.05K $385M
NVS
Novartis Ag

Healthcare
3.13K
New
$101.96 - $121.01 $319K - $378K
3.13K $378M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.42K
New
$82.96 - $110.1 $283K - $376K
3.42K $376M
EMN
Eastman Chemical CO

Basic Materials
5K
New
$72.7 - $88.29 $364K - $441K
5K $373M
INTC
Intel Corp

Technology
16.6K
New
$18.13 - $22.69 $302K - $378K
16.6K $373M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
14.9K
New
$24.14 - $25.43 $359K - $378K
14.9K $368M
CSX
Csx Corp

Industrials
11.2K
New
$26.69 - $32.91 $298K - $368K
11.2K $365M
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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