Colonial Trust Advisors Purchases in Q1 2025

Colonial Trust Advisors

  • $1.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNDA
Schwab Fundamental U S Small C

ETFs
7.71K
New
$26.87 - $30.99 $207K - $239K
7.71K $211K
NVS
Novartis Ag

Healthcare
1.78K
+ 355.2%
$97.14 - $115.57 $173K - $205K
2.28K $253K
BP
Bp PLC

Energy
5.88K
+ 392.27%
$29.93 - $35.31 $176K - $208K
7.38K $249K
FNDC
Schwab Fundamental Intl Small

ETFs
5.61K
New
$33.34 - $37.44 $187K - $210K
5.61K $203K
SHEL
Shell PLC

Energy
2.64K
+ 401.22%
$62.84 - $73.29 $166K - $193K
3.3K $241K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.4K
New
$42.5 - $46.71 $187K - $206K
4.4K $199K
NVO
Novo Nordisk A S

Healthcare
2.97K
+ 539.09%
$69.3 - $90.95 $205K - $270K
3.52K $244K
TTE
Total Energies Se

Energy
2.83K
New
N/A
2.83K $193K
MUB
Ishares National Muni Bond ETF

ETFs
1.81K
+ 90.04%
$104.71 - $107.69 $189K - $195K
3.82K $402K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
3.18K
New
$39.88 - $41.33 $127K - $132K
3.18K $131K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.24K
New
$22.46 - $23.26 $118K - $122K
5.24K $121K
PLTR
Palantir Technologies Inc.

Technology
900
+ 19.05%
$64.98 - $124.62 $58.5K - $112K
5.63K $474K
ABBV
Abb Vie Inc.

Healthcare
137
+ 5.29%
$169.2 - $216.66 $23.2K - $29.7K
2.73K $571K
TFC
Truist Financial Corp

Financial Services
7.89K
+ 8.07%
$39.48 - $48.15 $311K - $380K
106K $4.35M
DHR
Danaher Corp

Healthcare
523
+ 200.38%
$201.62 - $250.59 $105K - $131K
784 $160K
FBNC
First Bancorp

Financial Services
3.03K
+ 53.19%
$38.72 - $45.94 $117K - $139K
8.71K $349K
CPRT
Copart Inc

Consumer Cyclical
1.65K
New
$52.3 - $59.83 $86.3K - $98.7K
1.65K $93K
SO
Southern CO

Utilities
444
+ 9.18%
$80.96 - $92.96 $35.9K - $41.3K
5.28K $485K
PKG
Packaging Corp Of America

Consumer Cyclical
777
+ 31.5%
$192.03 - $242.13 $149K - $188K
3.24K $642K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.51K
New
$56.17 - $59.71 $84.6K - $89.9K
1.51K $86K
AMT
American Tower Corp

Real Estate
350
+ 1296.3%
$173.46 - $217.6 $60.7K - $76.2K
377 $82K
XLE
Energy Sector Spdr

ETFs
783
+ 139.32%
$85.7 - $93.96 $67.1K - $73.6K
1.35K $125K
VV
Vanguard Large Cap ETF

ETFs
298
+ 101.36%
$253.32 - $282.66 $75.5K - $84.2K
592 $152K
TOST
Toast, Inc.

Technology
2.6K
+ 57.78%
$32.61 - $41.98 $84.8K - $109K
7.1K $235K
OMFL
Invesco Exchange Traded Self I

ETFs
1.33K
New
$52.19 - $57.45 $69.6K - $76.6K
1.33K $71K
ENB
Enbridge Inc

Energy
789
+ 4.43%
$41.54 - $45.45 $32.8K - $35.9K
18.6K $823K
IBM
International Business Machines Corp

Technology
154
+ 14.88%
$217.4 - $264.74 $33.5K - $40.8K
1.19K $295K
VUG
Vanguard Growth ETF

ETFs
328
+ 22.39%
$369.1 - $427.61 $121K - $140K
1.79K $664K
DELL
Dell Technologies Inc.

Technology
719
+ 359.5%
$90.34 - $124.66 $65K - $89.6K
919 $83K
QQQ
Invesco Qqq Trust, Series 1

ETFs
202
+ 23.22%
$468.34 - $539.52 $94.6K - $109K
1.07K $502K
FAST
Fastenal CO

Industrials
567
+ 23.9%
$71.11 - $79.98 $40.3K - $45.3K
2.94K $227K
XLI
Industrial Sector Spdr

ETFs
435
New
$128.78 - $141.67 $56K - $61.6K
435 $57K
ISRG
Intuitive Surgical Inc

Healthcare
100
+ 5000.0%
$476.63 - $610.45 $47.7K - $61K
102 $50K
CRM
Salesforce, Inc.

Technology
209
+ 164.57%
$268.36 - $359.95 $56.1K - $75.2K
336 $90K
ROP
Roper Technologies Inc

Industrials
56
+ 28.0%
$502.71 - $593.81 $28.2K - $33.3K
256 $150K
TD
Toronto Dominion Bank

Financial Services
727
New
$53.12 - $61.15 $38.6K - $44.5K
727 $43K
ED
Consolidated Edison Inc

Utilities
2
+ 0.1%
$88.0 - $110.59 $176 - $221
1.99K $220K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
50
+ 31.25%
$402.49 - $513.76 $20.1K - $25.7K
210 $101K
STLD
Steel Dynamics Inc

Basic Materials
359
New
N/A
359 $35K
DKNG
Draft Kings Inc.

Consumer Cyclical
1.1K
+ 275.0%
$33.21 - $53.49 $36.5K - $58.8K
1.5K $49K
VTV
Vanguard Value ETF

ETFs
185
New
$167.73 - $179.21 $31K - $33.2K
185 $31K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
50
New
$634.14 - $744.83 $31.7K - $37.2K
50 $31K
FSLR
First Solar, Inc.

Technology
250
New
$126.34 - $197.73 $31.6K - $49.4K
250 $31K
GNRC
Generac Holdings Inc.

Industrials
250
+ 357.14%
$126.65 - $164.06 $31.7K - $41K
320 $40K
SHOP
Shopify Inc.

Technology
300
+ 115.38%
$90.59 - $129.31 $27.2K - $38.8K
560 $53K
GILD
Gilead Sciences, Inc.

Healthcare
213
+ 304.29%
$89.14 - $117.41 $19K - $25K
283 $31K
PSA
Public Storage

Real Estate
88
+ 0.62%
$288.99 - $313.98 $25.4K - $27.6K
14.2K $4.24M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
400
+ 12.32%
$51.52 - $52.37 $20.6K - $20.9K
3.65K $191K
HMC
Honda Motor CO LTD

Consumer Cyclical
900
New
$26.9 - $30.41 $24.2K - $27.4K
900 $24K
Activity Summary
Buys All Purchases 210 New Holdings 52 Increased Positions 158 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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