Colonial Trust CO / Sc Incresed Positions in Q1 2025

Colonial Trust CO / Sc

  • $633 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HUM
Humana Inc

Healthcare
5.78K
+ 24.81%
$249.11 - $303.11 $1.44M - $1.75M
29.1K $7.69M
RY
Royal Bank Of Canada

Financial Services
14K
+ 310.77%
$108.81 - $123.4 $1.52M - $1.72M
18.5K $2.08M
V
Visa Inc.

Financial Services
61
+ 0.19%
$306.92 - $362.71 $18.7K - $22.1K
31.6K $11.1M
WM
Waste Management Inc

Industrials
747
+ 2.48%
$200.54 - $233.78 $150K - $175K
30.9K $7.15M
VEA
Vanguard Ftse Developed Market

ETFs
18.7K
+ 502.42%
$47.4 - $52.99 $885K - $989K
22.4K $1.14M
DUK
Duke Energy Corp

Utilities
1.13K
+ 1.98%
$105.87 - $121.97 $119K - $137K
58.1K $7.08M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.5K
+ 11.02%
$95.85 - $99.25 $719K - $744K
75.5K $7.47M
IQLT
Ishares Msci Intl Quality Fact

ETFs
9.82K
+ 9.71%
$36.91 - $41.03 $362K - $403K
111K $4.4M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
9.34K
+ 6.24%
$49.6 - $50.28 $463K - $470K
159K $8M
CTAS
Cintas Corp

Industrials
243
+ 1.23%
$182.09 - $208.14 $44.2K - $50.6K
20K $4.11M
FNDX
Schwab Fundamental U S Large C

ETFs
15.5K
+ 9555.56%
$23.03 - $25.01 $357K - $387K
15.6K $369K
NFLX
Netflix Inc

Communication Services
348
+ 38.12%
$828.4 - $1058.6 $288K - $368K
1.26K $1.18M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.91K
+ 262.37%
$58.81 - $68.2 $347K - $403K
8.16K $487K
IEMG
Ishares Inc

ETFs
6.25K
+ 42.2%
N/A
21.1K $1.13M
UNH
Unitedhealth Group Inc

Healthcare
75
+ 0.46%
$461.52 - $548.18 $34.6K - $41.1K
16.4K $8.59M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
14.7K
+ 11.56%
$20.05 - $20.4 $295K - $300K
142K $2.89M
UNP
Union Pacific Corp

Industrials
347
+ 1.16%
$225.21 - $254.42 $78.1K - $88.3K
30.3K $7.15M
SCHW
Schwab Charles Corp

Financial Services
1.32K
+ 2.61%
$71.24 - $83.64 $93.9K - $110K
51.8K $4.05M
UBER
Uber Technologies, Inc

Technology
3.83K
+ 133.74%
$63.17 - $81.49 $242K - $312K
6.69K $487K
ABBV
Abb Vie Inc.

Healthcare
12
+ 0.13%
$169.2 - $216.66 $2.03K - $2.6K
9.4K $1.97M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
7.22K
+ 74.39%
$39.96 - $43.3 $288K - $312K
16.9K $697K
STE
Steris PLC

Healthcare
177
+ 1.48%
$202.46 - $232.74 $35.8K - $41.2K
12.1K $2.75M
T
At&T Inc.

Communication Services
939
+ 2.01%
$21.56 - $28.28 $20.2K - $26.6K
47.6K $1.35M
ECL
Ecolab Inc.

Basic Materials
401
+ 4.6%
$229.72 - $269.82 $92.1K - $108K
9.11K $2.31M
GLD
Spdr Gold Trust

ETFs
80
+ 1.75%
$243.19 - $288.14 $19.5K - $23.1K
4.65K $1.34M
ELV
Elevance Health, Inc.

Healthcare
348
+ 33.82%
$365.9 - $436.25 $127K - $152K
1.38K $598K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.23K
+ 105.89%
$49.25 - $50.66 $208K - $214K
8.22K $407K
PG
Procter & Gamble CO

Consumer Defensive
363
+ 0.78%
$158.56 - $176.26 $57.6K - $64K
46.7K $7.96M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.77K
+ 94.63%
$50.44 - $58.1 $190K - $219K
7.76K $399K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
7.72K
+ 264.2%
$22.25 - $23.0 $172K - $178K
10.6K $244K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
7.98K
+ 6.74%
$18.18 - $18.58 $145K - $148K
126K $2.34M
MUB
Ishares National Muni Bond ETF

ETFs
1.64K
+ 101.99%
$104.71 - $107.69 $171K - $176K
3.24K $341K
MDT
Medtronic PLC

Healthcare
477
+ 3.82%
$79.84 - $94.5 $38.1K - $45.1K
13K $1.17M
VHT
Vanguard Health Care ETF

ETFs
600
+ 365.85%
$254.06 - $273.83 $152K - $164K
764 $202K
VBR
Vanguard Small Cap Value ETF

ETFs
945
+ 61.09%
$183.02 - $207.75 $173K - $196K
2.49K $464K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.96K
+ 4.83%
$19.43 - $19.62 $135K - $137K
151K $2.96M
BSCU
Invesco Exc Self Ind Tr

ETFs
7.99K
+ 10.14%
$16.2 - $16.64 $129K - $133K
86.7K $1.44M
O
Realty Income Corp

Real Estate
607
+ 2.44%
$51.67 - $58.49 $31.4K - $35.5K
25.4K $1.48M
EOG
Eog Resources Inc

Energy
237
+ 1.14%
$120.54 - $138.05 $28.6K - $32.7K
21.1K $2.71M
RSG
Republic Services, Inc.

Industrials
162
+ 6.25%
$200.09 - $242.16 $32.4K - $39.2K
2.76K $667K
RE
Everest Re Group LTD

Financial Services
367
+ 61.47%
N/A
964 $357K
BSCV
Invesco ETF Self Indexed Fd Tr
7.1K
+ 12.08%
$15.87 - $16.38 $113K - $116K
65.8K $1.07M
IEFA
Ishares Tr

ETFs
192
+ 0.94%
$69.57 - $78.65 $13.4K - $15.1K
20.5K $1.55M
CUBE
Cube Smart

Real Estate
2.8K
+ 115.65%
$40.23 - $43.23 $113K - $121K
5.22K $222K
APD
Air Products & Chemicals, Inc.

Basic Materials
29
+ 0.14%
$283.24 - $338.07 $8.21K - $9.8K
21.4K $6.31M
ROK
Rockwell Automation, Inc

Industrials
465
+ 98.31%
$255.29 - $303.75 $119K - $141K
938 $242K
VTV
Vanguard Value ETF

ETFs
494
+ 9.51%
$167.73 - $179.21 $82.9K - $88.5K
5.69K $982K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.56K
+ 3.28%
$19.42 - $19.54 $88.5K - $89K
144K $2.8M
JCI
Johnson Controls International PLC

Industrials
1.13K
+ 165.3%
$76.12 - $90.6 $85.9K - $102K
1.81K $145K
Activity Summary
Buys All Purchases 256 New Holdings 40 Increased Positions 216 Sells All Sells 562 Reductions 560 Sold out 2 Options Calls 0 Puts 0
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