Colonial Trust Advisors Purchases in Q1 2025

Colonial Trust Advisors

  • $1.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HOOD
Robinhood Markets, Inc.

Technology
500
+ 125.0%
$35.63 - $65.28 $17.8K - $32.6K
900 $37K
XEL
Xcel Energy Inc

Utilities
250
+ 16.18%
$63.37 - $72.1 $15.8K - $18K
1.8K $127K
DLTR
Dollar Tree, Inc.

Consumer Defensive
300
New
$61.92 - $76.95 $18.6K - $23.1K
300 $22K
NEM
Newmont Corp

Basic Materials
429
+ 315.44%
$37.79 - $48.39 $16.2K - $20.8K
565 $27K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
2.5K
New
$8.4 - $10.21 $21K - $25.5K
2.5K $21K
MDT
Medtronic PLC

Healthcare
141
+ 25.54%
$79.84 - $94.5 $11.3K - $13.3K
693 $62K
LOW
Lowes Companies Inc

Consumer Cyclical
149
+ 11.83%
$222.66 - $268.42 $33.2K - $40K
1.41K $328K
DVY
Ishares Tr

ETFs
75
+ 3.82%
$128.58 - $138.1 $9.64K - $10.4K
2.04K $273K
KD
Kyndryl Holdings, Inc.

Technology
385
+ 377.45%
$31.32 - $43.45 $12.1K - $16.7K
487 $15K
WFC
Wells Fargo & Company

Financial Services
75
+ 1.97%
$66.78 - $81.42 $5.01K - $6.11K
3.88K $278K
ALB
Albemarle Corp

Basic Materials
154
+ 308.0%
$69.95 - $97.49 $10.8K - $15K
204 $14K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
400
New
$25.0 - $39.76 $10K - $15.9K
400 $10K
DWACW
Digital World Acquisition Corp.

Financial Services
400
New
N/A
400 $9K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
57
New
$165.25 - $224.62 $9.42K - $12.8K
57 $9K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
350
+ 24.82%
$62.43 - $84.12 $21.9K - $29.4K
1.76K $114K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
162
New
$50.48 - $51.04 $8.18K - $8.27K
162 $8K
EPD
Enterprise Products Partners L.P.

Energy
100
+ 6.2%
$31.75 - $34.14 $3.18K - $3.41K
1.71K $58K
AI
C3.Ai, Inc.

Technology
400
New
$20.92 - $36.93 $8.37K - $14.8K
400 $8K
RIO
Rio Tinto PLC

Basic Materials
106
New
$58.19 - $64.29 $6.17K - $6.81K
106 $6K
XYL
Xylem Inc.

Industrials
50
New
$114.02 - $132.04 $5.7K - $6.6K
50 $5K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.48%
$232.43 - $265.13 $232 - $265
210 $55K
WY
Weyerhaeuser CO

Real Estate
75
+ 3.47%
$27.29 - $31.39 $2.05K - $2.35K
2.23K $65K
HII
Huntington Ingalls Industries, Inc.

Industrials
23
+ 135.29%
$159.75 - $208.61 $3.67K - $4.8K
40 $8K
VTI
Vanguard Total Stock Market Et

ETFs
231
+ 5.94%
$271.18 - $303.12 $62.6K - $70K
4.12K $1.13M
TTEK
Tetra Tech Inc

Industrials
200
New
$28.26 - $42.58 $5.65K - $8.52K
200 $5K
TTD
Trade Desk, Inc.

Technology
100
New
$53.59 - $126.58 $5.36K - $12.7K
100 $5K
CWCO
Consolidated Water Co. Ltd.

Utilities
200
New
$23.77 - $29.18 $4.75K - $5.84K
200 $4K
XLF
Financial Sector Spdr

ETFs
2
+ 0.08%
$47.32 - $52.19 $94.6 - $104
2.64K $131K
TSQ
Townsquare Media, Inc.

Communication Services
512
+ 29.7%
$7.61 - $10.0 $3.9K - $5.12K
2.24K $18K
BHF
Brighthouse Financial, Inc.

Financial Services
54
+ 600.0%
$45.74 - $62.97 $2.47K - $3.4K
63 $3K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
50
New
$63.82 - $127.89 $3.19K - $6.39K
50 $3K
UGI
Ugi Corp

Utilities
100
New
$28.0 - $34.16 $2.8K - $3.42K
100 $3K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
18
+ 0.76%
$50.72 - $50.92 $913 - $917
2.38K $121K
MBLY
Mobileye Global Inc.
200
New
$14.24 - $21.85 $2.85K - $4.37K
200 $2K
COIN
Coinbase Global, Inc.

Technology
80
+ 49.69%
$172.23 - $301.3 $13.8K - $24.1K
241 $41K
OGN
Organon & Co.

Healthcare
114
+ 10.81%
$14.29 - $16.41 $1.63K - $1.87K
1.17K $17K
VKTX
Viking Therapeutics, Inc.

Healthcare
109
New
$24.15 - $42.89 $2.63K - $4.68K
109 $2K
VICI
Vici Properties Inc.

Real Estate
9
+ 1.45%
$28.21 - $32.68 $254 - $294
631 $20K
SGOL
Abrdn Gold ETF Trust

ETFs
100
New
$25.14 - $29.82 $2.51K - $2.98K
100 $2K
F
Ford Motor CO

Consumer Cyclical
2
+ 0.18%
$9.12 - $10.43 $18.2 - $20.9
1.11K $11K
STZ
Constellation Brands, Inc.

Consumer Defensive
31
+ 22.96%
$161.05 - $222.93 $4.99K - $6.91K
166 $30K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.46%
$128.74 - $138.67 $129 - $139
220 $29K
WDS
Woodside Energy Group LTD

Energy
75
New
$14.15 - $16.33 $1.06K - $1.22K
75 $1K
IGLB
Ishares 10+ Year Investment Gr

ETFs
14
+ 4.9%
$48.32 - $51.22 $676 - $717
300 $15K
UAA
Under Armour, Inc.

Consumer Cyclical
200
+ 200.0%
$6.25 - $8.66 $1.25K - $1.73K
300 $1K
TDOC
Teladoc Health, Inc.

Healthcare
200
+ 22.22%
$7.96 - $14.33 $1.59K - $2.87K
1.1K $8K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13
New
$33.84 - $37.77 $440 - $491
13 $0
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
1.47K
+ 1.63%
N/A
91.6K $0
Bunge Global Sa Com Shs
50
New
N/A
50 $0
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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