Colonial Trust Advisors Purchases in Q2 2025

Colonial Trust Advisors

  • $1.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
666
+ 0.46%
$354.56 - $497.45 $236K - $331K
144K $71.8M
NVDA
Nvidia Corp

Technology
1.04K
+ 0.49%
$94.31 - $157.99 $98.4K - $165K
215K $34M
IVV
Ishares Core S&P 500 ETF

ETFs
7K
+ 9.91%
$498.8 - $620.9 $3.49M - $4.35M
77.7K $48.2M
ORCL
Oracle Corp

Technology
1.6K
+ 1.72%
$122.82 - $218.63 $197K - $350K
94.5K $20.7M
GS
Goldman Sachs Group Inc

Financial Services
174
+ 0.64%
$462.22 - $707.75 $80.4K - $123K
27.2K $19.3M
AMZN
Amazon Com Inc

Consumer Cyclical
1.36K
+ 0.99%
$167.32 - $223.3 $227K - $303K
139K $30.5M
PANW
Palo Alto Networks Inc

Technology
579
+ 0.54%
$152.44 - $204.64 $88.3K - $118K
108K $22.1M
GOOGL
Alphabet Inc.

Communication Services
3.74K
+ 2.82%
$144.7 - $178.6 $541K - $668K
136K $24M
META
Meta Platforms, Inc.

Communication Services
427
+ 2.29%
$484.66 - $738.09 $207K - $315K
19.1K $14.1M
NFLX
Netflix Inc

Communication Services
1.38K
+ 41.88%
$855.86 - $1339.13 $1.18M - $1.85M
4.69K $6.28M
CCJ
Cameco Corp

Energy
172
+ 0.29%
$36.68 - $74.46 $6.31K - $12.8K
59.8K $4.44M
WMT
Walmart Inc.

Consumer Defensive
1.39K
+ 0.79%
$81.79 - $99.98 $113K - $139K
178K $17.4M
IQLT
Ishares Msci Intl Quality Fact

ETFs
23.7K
+ 12.2%
$35.9 - $43.76 $851K - $1.04M
218K $9.43M
UBER
Uber Technologies, Inc

Technology
13.6K
+ 83.07%
$64.62 - $93.3 $880K - $1.27M
30K $2.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.3K
+ 14.54%
$96.84 - $99.46 $1.49M - $1.53M
121K $12M
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 0.05%
$908.13 - $1056.85 $11.8K - $13.7K
25.1K $24.8M
DGRO
Ishares Core Dividend Growth E

ETFs
8.86K
+ 3.51%
$55.22 - $63.94 $489K - $566K
261K $16.7M
AVGO
Broadcom Inc.

Technology
668
+ 7.98%
$146.29 - $275.65 $97.7K - $184K
9.04K $2.49M
SCHW
Schwab Charles Corp

Financial Services
216
+ 0.29%
$69.06 - $91.24 $14.9K - $19.7K
74.8K $6.82M
BX
Blackstone Inc.

Financial Services
701
+ 0.8%
$120.07 - $151.11 $84.2K - $106K
88.5K $13.2M
GLD
Spdr Gold Trust

ETFs
2.08K
+ 12.76%
$273.71 - $316.29 $568K - $656K
18.3K $5.59M
BAC
Bank Of America Corp

Financial Services
15.2K
+ 48.15%
$34.39 - $47.46 $523K - $722K
46.8K $2.22M
SYK
Stryker Corp

Healthcare
364
+ 1.23%
$337.37 - $395.63 $123K - $144K
30K $11.9M
DE
Deere & CO

Industrials
5
+ 0.02%
$412.99 - $531.48 $2.06K - $2.66K
20.1K $10.2M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
13.8K
+ 5.4%
$49.79 - $50.59 $689K - $700K
270K $13.7M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
14.3K
+ 4.98%
$50.1 - $51.02 $717K - $730K
301K $15.4M
HD
Home Depot, Inc.

Consumer Cyclical
1.95K
+ 3.81%
$335.24 - $380.78 $652K - $741K
53K $19.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.16K
+ 1.52%
$50.08 - $63.14 $58.1K - $73.2K
77.7K $4.9M
APH
Amphenol Corp

Technology
6.2K
+ 284.4%
$59.09 - $98.75 $366K - $612K
8.38K $827K
ECL
Ecolab Inc.

Basic Materials
1.07K
+ 4.37%
$225.65 - $270.95 $242K - $290K
25.6K $6.89M
STE
Steris PLC

Healthcare
852
+ 2.47%
$208.55 - $252.55 $178K - $215K
35.3K $8.48M
PLTR
Palantir Technologies Inc.

Technology
2.51K
+ 44.55%
$74.01 - $144.25 $185K - $361K
8.13K $1.11M
WMB
Williams Companies, Inc.

Energy
9.89K
New
$54.33 - $62.87 $538K - $622K
9.89K $621K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
2.28K
New
$196.72 - $266.32 $449K - $607K
2.28K $525K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
24.7K
+ 11.34%
$19.49 - $19.66 $482K - $486K
243K $4.77M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
21.5K
+ 8.81%
$18.28 - $18.7 $392K - $401K
265K $4.96M
KO
Coca Cola CO

Consumer Defensive
8.4K
+ 4.47%
$68.37 - $73.9 $574K - $621K
196K $13.9M
EW
Edwards Lifesciences Corp

Healthcare
291
+ 0.42%
$67.07 - $78.22 $19.5K - $22.8K
70.4K $5.51M
BSCU
Invesco Exc Self Ind Tr

ETFs
24K
+ 20.3%
$16.31 - $16.78 $391K - $402K
142K $2.38M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
18.8K
+ 9.25%
$20.16 - $20.49 $380K - $386K
222K $4.56M
LMT
Lockheed Martin Corp

Industrials
260
+ 1.55%
$430.82 - $486.45 $112K - $126K
17.1K $7.91M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
18.5K
+ 8.54%
$19.44 - $19.56 $360K - $362K
236K $4.6M
CME
Cme Group Inc.

Financial Services
243
+ 1.02%
$252.37 - $290.71 $61.3K - $70.6K
24.1K $6.65M
TJX
Tjx Companies Inc

Consumer Cyclical
1.08K
+ 1.31%
$119.13 - $135.03 $128K - $145K
83.5K $10.3M
ADI
Analog Devices Inc

Technology
1.1K
+ 5000.0%
$164.6 - $238.02 $181K - $262K
1.12K $267K
SPY
Spdr S&P 500 ETF Trust

ETFs
42
+ 1.58%
$496.48 - $617.85 $20.9K - $25.9K
2.7K $1.67M
BSCV
Invesco ETF Self Indexed Fd Tr
9.08K
+ 12.73%
$15.97 - $16.53 $145K - $150K
80.4K $1.33M
CET
Central Securities Corp

Financial Services
172
+ 0.35%
$40.74 - $47.86 $7.01K - $8.23K
48.9K $2.34M
CI
Cigna Corp

Healthcare
400
+ 6.31%
$301.89 - $340.04 $121K - $136K
6.74K $2.23M
Activity Summary
Buys All Purchases 207 New Holdings 65 Increased Positions 142 Sells All Sells 169 Reductions 166 Sold out 3 Options Calls 0 Puts 0
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