Caldwell Sutter Capital, Inc. Purchases in Q1 2025

Caldwell Sutter Capital, Inc.

  • $210 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
3.36K
+ 8400.0%
$555.63 - $630.23 $1.87M - $2.12M
3.4K $2.09B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.38K
+ 26.04%
$442.66 - $534.52 $611K - $738K
6.69K $3.56B
SSBI
Summit State Bank Com Stk

Financial Services
65.4K
+ 26.42%
$7.08 - $9.94 $463K - $650K
313K $2.89B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.83K
New
$100.34 - $100.68 $485K - $486K
4.83K $486M
HSY
Hershey CO

Consumer Defensive
1.74K
+ 42.02%
$144.74 - $186.36 $252K - $325K
5.89K $1.01B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
577
+ 95.85%
$507.05 - $563.67 $293K - $325K
1.18K $606M
DIS
Walt Disney CO

Communication Services
2.85K
+ 61.1%
$96.87 - $114.0 $276K - $325K
7.51K $741M
EQC
Equity Commonwealth

Real Estate
156K
+ 83.7%
$1.59 - $1.86 $248K - $290K
342K $551M
JOE
St Joe CO

Real Estate
3.52K
New
$43.61 - $49.45 $153K - $174K
3.52K $165M
Kenvue Inc
3.91K
+ 15.85%
N/A
28.6K $685M
PM
Philip Morris International Inc.

Consumer Defensive
13
+ 0.36%
$117.15 - $158.79 $1.52K - $2.06K
3.61K $573M
MCD
Mcdonalds Corp

Consumer Cyclical
115
+ 3.19%
$279.74 - $321.29 $32.2K - $36.9K
3.73K $1.16B
HLX
Helix Energy Solutions Group Inc

Energy
10K
New
$7.76 - $9.68 $77.6K - $96.8K
10K $83.1M
PEP
Pepsico Inc

Consumer Defensive
669
+ 6.62%
$142.64 - $156.42 $95.4K - $105K
10.8K $1.62B
IWB
Ishares Tr Russell 1000 ETF

ETFs
253
New
$302.31 - $337.54 $76.5K - $85.4K
253 $77.6M
IMPP
Imperial Petroleum Inc.

Energy
29.4K
New
$2.31 - $3.39 $68K - $99.8K
29.4K $72.1M
WRB
Berkley W R Corp

Financial Services
400
+ 12.12%
$56.7 - $71.27 $22.7K - $28.5K
3.7K $263M
UNP
Union Pacific Corp

Industrials
69
+ 1.12%
$225.21 - $254.42 $15.5K - $17.6K
6.26K $1.48B
SGOL
Abrdn Gold ETF Trust

ETFs
40
+ 0.33%
$25.14 - $29.82 $1.01K - $1.19K
12.3K $368M
NEN
New England Realty Associates Limited Partnership

Real Estate
50
+ 0.16%
$73.85 - $84.0 $3.69K - $4.2K
30.4K $2.48B
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.38K
New
$39.4 - $42.61 $54.2K - $58.6K
1.38K $55.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
219
+ 2.31%
$85.29 - $92.57 $18.7K - $20.3K
9.71K $884M
GLD
Spdr Gold Trust

ETFs
157
+ 206.58%
$243.19 - $288.14 $38.2K - $45.2K
233 $67.1M
Noble Corp PLC
2K
New
N/A
2K $47.4M
CET
Central Securities Corp

Financial Services
1.17K
+ 9.08%
$44.41 - $48.17 $51.8K - $56.2K
14K $630M
CRM
Salesforce, Inc.

Technology
211
+ 81.78%
$268.36 - $359.95 $56.6K - $75.9K
469 $126M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.19K
+ 12.67%
$27.01 - $28.54 $32K - $33.8K
10.5K $295M
MDT
Medtronic PLC

Healthcare
11
+ 0.29%
$79.84 - $94.5 $878 - $1.04K
3.83K $344M
ORCL
Oracle Corp

Technology
423
+ 53.14%
$139.81 - $186.47 $59.1K - $78.9K
1.22K $170M
EFA
Ishares Tr Msci Eafe ETF

ETFs
414
+ 141.78%
$74.85 - $84.89 $31K - $35.1K
706 $57.7M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
65
+ 928.57%
$522.96 - $601.18 $34K - $39.1K
72 $38.4M
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.32%
$232.43 - $265.13 $930 - $1.06K
1.25K $331M
SDRL
Seadrill Limited

Energy
1.2K
New
N/A
1.2K $30M
HOOD
Robinhood Markets, Inc.

Technology
704
+ 14080.0%
$35.63 - $65.28 $25.1K - $46K
709 $29.5M
IEF
Ishares Barclays

ETFs
247
+ 13.81%
$91.17 - $95.39 $22.5K - $23.6K
2.04K $194M
BMY
Bristol Myers Squibb CO

Healthcare
88
+ 1.71%
$53.9 - $63.11 $4.74K - $5.55K
5.24K $319M
Grail Inc
1.09K
New
N/A
1.09K $27.9M
DHS
Wisdomtree Tr U.S

ETFs
156
+ 8.17%
$91.55 - $99.74 $14.3K - $15.6K
2.07K $205M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
479
+ 14.69%
$42.5 - $46.71 $20.4K - $22.4K
3.74K $169M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
140
+ 5.06%
$114.57 - $118.14 $16K - $16.5K
2.91K $343M
PFFA
Etfis Ser Tr I

ETFs
1.1K
New
$21.21 - $22.3 $23.3K - $24.5K
1.1K $23.3M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
550
+ 21.65%
$29.06 - $32.62 $16K - $17.9K
3.09K $97.1M
EUDV
Proshares Tr Msci Europe Divid

ETFs
378
+ 26.4%
$45.65 - $51.11 $17.3K - $19.3K
1.81K $89.3M
SLB
Schlumberger Limited

Energy
10
+ 0.16%
$38.4 - $43.74 $384 - $437
6.19K $259M
IWD
Ishares Russell 1000 Val ETF

ETFs
100
+ 17.42%
$182.82 - $196.21 $18.3K - $19.6K
674 $127M
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
5.5K
+ 122.22%
$5.24 - $8.37 $28.8K - $46K
10K $57.5M
VEA
Vanguard Ftse Developed Market

ETFs
69
+ 1.27%
$47.4 - $52.99 $3.27K - $3.66K
5.49K $279M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
50
+ 3.48%
$34.58 - $45.97 $1.73K - $2.3K
1.49K $68.3M
ESS
Essex Property Trust, Inc.

Real Estate
8
+ 1.02%
N/A
794 $243M
Activity Summary
Buys All Purchases 157 New Holdings 29 Increased Positions 128 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 0
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