Caldwell Trust CO New Holdings in Q2 2025

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DEO
Diageo PLC

Consumer Defensive
2.19K
New
$99.86 - $115.75 $219K - $253K
2.19K $221M
FITB
Fifth Third Bancorp

Financial Services
5.36K
New
$33.32 - $41.51 $179K - $222K
5.36K $220M
DFIV
Dimensional ETF Tr

ETFs
5.13K
New
$34.67 - $43.21 $178K - $222K
5.13K $220M
GWW
W.W. Grainger, Inc.

Industrials
211
New
$919.93 - $1101.66 $194K - $232K
211 $219M
LEN
Lennar Corp

Consumer Cyclical
1.97K
New
$102.76 - $115.66 $202K - $228K
1.97K $218M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
19.5K
New
$10.66 - $11.83 $208K - $231K
19.5K $217M
STX
Seagate Technology Holdings PLC

Technology
1.5K
New
$66.54 - $144.33 $99.9K - $217K
1.5K $217M
C
Citigroup Inc

Financial Services
2.54K
New
$58.13 - $85.12 $148K - $217K
2.54K $217M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.55K
New
$44.37 - $50.04 $202K - $228K
4.55K $217M
BA
Boeing CO

Industrials
1.03K
New
$136.59 - $217.51 $141K - $224K
1.03K $216M
GM
General Motors CO

Consumer Cyclical
4.1K
New
$42.48 - $50.46 $174K - $207K
4.1K $202M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.15K
New
$52.31 - $63.72 $165K - $200K
3.15K $200M
XLP
Consumer Staples Sector Spdr

ETFs
2.47K
New
N/A
2.47K $200M
O
Realty Income Corp

Real Estate
3.46K
New
$52.27 - $58.52 $181K - $202K
3.46K $199M
XLY
Select Sector Spdr Consumer Di

ETFs
901
New
$176.34 - $218.59 $159K - $197K
901 $196M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.61K
New
$44.8 - $53.97 $162K - $195K
3.61K $195M
SAM
Boston Beer CO Inc

Consumer Defensive
1K
New
$187.06 - $249.73 $187K - $250K
1K $191M
TGT
Target Corp

Consumer Defensive
1.92K
New
$88.76 - $105.77 $171K - $203K
1.92K $190M
RY
Royal Bank Of Canada

Financial Services
1.42K
New
$108.36 - $131.55 $154K - $187K
1.42K $187M
GIS
General Mills Inc

Consumer Defensive
3.56K
New
$50.37 - $60.97 $179K - $217K
3.56K $184M
CDW
Cdw Corp

Technology
990
New
$144.49 - $190.68 $143K - $189K
990 $177M
EPD
Enterprise Products Partners L.P.

Energy
5.7K
New
$28.95 - $34.22 $165K - $195K
5.7K $177M
TRU
Trans Union

Industrials
2K
New
$69.26 - $91.89 $139K - $184K
2K $176M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
5.48K
New
$28.02 - $32.37 $154K - $177K
5.48K $174M
IBB
Ishares Biotechnology ETF

ETFs
1.37K
New
$112.02 - $129.0 $153K - $176K
1.37K $173M
SNY
Sanofi

Healthcare
3.44K
New
$47.62 - $55.44 $164K - $191K
3.44K $166M
BMO
Bank Of Montreal

Financial Services
1.5K
New
$87.54 - $110.63 $131K - $166K
1.5K $166M
VFVA
Vanguard Wellington Fd U S Val

ETFs
1.4K
New
$97.51 - $118.42 $136K - $165K
1.4K $165M
CNC
Centene Corp

Healthcare
3K
New
$53.4 - $64.29 $160K - $193K
3K $163M
FDS
Factset Research Systems Inc

Financial Services
357
New
$398.85 - $473.32 $142K - $169K
357 $160M
MBB
Ishares Tr

ETFs
1.7K
New
$91.41 - $94.22 $155K - $160K
1.7K $159M
ETR
Entergy Corp

Utilities
1.91K
New
$79.01 - $86.61 $151K - $165K
1.91K $158M
VPU
Vanguard Utilities ETF

ETFs
892
New
$158.36 - $178.82 $141K - $160K
892 $157M
SRE
Sempra Energy

Utilities
2.07K
New
$63.78 - $78.91 $132K - $163K
2.07K $157M
GRMN
Garmin LTD

Technology
750
New
$173.63 - $218.07 $130K - $164K
750 $157M
IAU
Ishares Gold Trust

ETFs
2.48K
New
$56.1 - $64.74 $139K - $160K
2.48K $155M
CMCSA
Comcast Corp

Communication Services
4.33K
New
$32.84 - $36.72 $142K - $159K
4.33K $155M
IYH
Ishares Tr

ETFs
2.72K
New
$53.97 - $60.17 $147K - $164K
2.72K $154M
HUM
Humana Inc

Healthcare
621
New
$224.93 - $295.04 $140K - $183K
621 $152M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.6K
New
$85.42 - $94.39 $136K - $151K
1.6K $150M
USB
Us Bancorp \De\

Financial Services
3.26K
New
$36.4 - $45.76 $119K - $149K
3.26K $147M
BFB
Brown Forman Corp Cl B
5.46K
New
N/A
5.46K $147M
HOMB
Home Bancshares Inc

Financial Services
5.13K
New
$25.05 - $29.62 $129K - $152K
5.13K $146M
HPQ
Hp Inc

Technology
5.94K
New
$21.88 - $29.32 $130K - $174K
5.94K $145M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.14K
New
$109.83 - $131.67 $125K - $150K
1.14K $145M
QUAL
Ishares Msci Usa Quality Facto

ETFs
785
New
$152.42 - $182.82 $120K - $144K
785 $144M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.25K
New
$105.72 - $1416.0 $132K - $1.77M
1.25K $140M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.2K
New
$91.62 - $116.16 $110K - $139K
1.2K $139M
RFG
Invesco Exchange Traded Fd Tr

ETFs
2.85K
New
$39.08 - $48.9 $111K - $139K
2.85K $139M
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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