Colonial Trust Advisors Incresed Positions in Q3 2025

Colonial Trust Advisors

  • $1.28 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
1.46K
+ 1.07%
$174.36 - $254.72 $255K - $373K
138K $33.5M
NVDA
Nvidia Corp

Technology
10.6K
+ 4.92%
$153.3 - $186.58 $1.62M - $1.98M
226K $42.1M
ORCL
Oracle Corp

Technology
2.24K
+ 2.37%
$218.96 - $328.33 $491K - $737K
96.7K $27.2M
MSFT
Microsoft Corp

Technology
5.82K
+ 4.03%
$491.09 - $535.64 $2.86M - $3.12M
150K $77.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
21.1K
+ 36970.18%
$224.68 - $282.71 $4.73M - $5.96M
21.1K $5.9M
IVV
Ishares Core S&P 500 ETF

ETFs
3.02K
+ 3.89%
$620.67 - $670.08 $1.88M - $2.02M
80.7K $54M
JNJ
Johnson & Johnson

Healthcare
210
+ 0.16%
$155.17 - $185.42 $32.6K - $38.9K
133K $24.6M
NOW
Service Now, Inc.

Technology
4.77K
+ 949.11%
$850.86 - $1044.69 $4.06M - $4.99M
5.28K $4.86M
TFC
Truist Financial Corp

Financial Services
59.8K
+ 58.06%
$42.83 - $47.07 $2.56M - $2.81M
163K $7.44M
DGRO
Ishares Core Dividend Growth E

ETFs
18.3K
+ 7.01%
$64.12 - $68.08 $1.17M - $1.25M
279K $19M
HD
Home Depot, Inc.

Consumer Cyclical
234
+ 0.44%
$357.4 - $423.42 $83.6K - $99.1K
53.2K $21.6M
BX
Blackstone Inc.

Financial Services
119
+ 0.13%
$152.77 - $188.68 $18.2K - $22.5K
88.6K $15.1M
BSCU
Invesco Exc Self Ind Tr

ETFs
103K
+ 72.35%
$16.67 - $17.03 $1.71M - $1.75M
245K $4.14M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
84.3K
+ 37.88%
$20.41 - $20.67 $1.72M - $1.74M
307K $6.31M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
84.3K
+ 34.75%
$19.61 - $19.79 $1.65M - $1.67M
327K $6.44M
GLD
Spdr Gold Trust

ETFs
1.39K
+ 7.55%
$300.96 - $355.47 $417K - $492K
19.7K $7.01M
UBER
Uber Technologies, Inc

Technology
13K
+ 43.23%
$86.91 - $99.57 $1.13M - $1.29M
43K $4.21M
NFLX
Netflix Inc

Communication Services
1.67K
+ 35.53%
$1147.87 - $1297.18 $1.91M - $2.16M
6.36K $7.62M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.8K
+ 66.78%
$617.65 - $666.84 $1.11M - $1.2M
4.5K $3M
WMB
Williams Companies, Inc.

Energy
20.9K
+ 210.91%
$56.52 - $64.01 $1.18M - $1.34M
30.8K $1.95M
AMAT
Applied Materials Inc

Technology
347
+ 0.63%
$156.25 - $204.95 $54.2K - $71.1K
55.8K $11.4M
WMT
Walmart Inc.

Consumer Defensive
2.11K
+ 1.19%
$94.4 - $104.27 $199K - $220K
180K $18.5M
PLTR
Palantir Technologies Inc.

Technology
4.19K
+ 51.53%
$130.68 - $186.97 $548K - $783K
12.3K $2.25M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.77K
+ 2.19%
$62.09 - $66.51 $296K - $317K
222K $14.5M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
50.5K
+ 19.04%
$18.61 - $18.94 $939K - $956K
316K $5.93M
BSCV
Invesco ETF Self Indexed Fd Tr
57.4K
+ 71.44%
$16.39 - $16.83 $941K - $966K
138K $2.3M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
45.6K
+ 19.37%
$19.49 - $19.61 $889K - $895K
281K $5.5M
IQLT
Ishares Msci Intl Quality Fact

ETFs
15.5K
+ 7.11%
$41.43 - $44.2 $642K - $685K
234K $10.3M
CVX
Chevron Corp

Energy
358
+ 0.52%
$145.57 - $161.83 $52.1K - $57.9K
69.4K $10.8M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
15.9K
+ 5.9%
$50.29 - $50.86 $802K - $811K
286K $14.5M
META
Meta Platforms, Inc.

Communication Services
1.23K
+ 6.42%
$695.21 - $791.73 $852K - $971K
20.3K $14.9M
DUK
Duke Energy Corp

Utilities
263
+ 0.19%
$116.31 - $125.93 $30.6K - $33.1K
136K $16.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.53K
+ 9.75%
$108.46 - $120.63 $383K - $426K
39.8K $4.73M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
631
+ 2.6%
$459.11 - $506.91 $290K - $320K
24.9K $12.5M
SCHW
Schwab Charles Corp

Financial Services
3.98K
+ 5.33%
$91.03 - $98.69 $363K - $393K
78.7K $7.52M
LOW
Lowes Companies Inc

Consumer Cyclical
2.37K
+ 168.11%
$215.01 - $273.02 $509K - $646K
3.78K $948K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.13K
+ 5.32%
$62.54 - $68.42 $258K - $283K
81.8K $5.52M
NEE
Nextera Energy Inc

Utilities
846
+ 0.98%
$69.77 - $77.54 $59K - $65.6K
86.9K $6.56M
AVGO
Broadcom Inc.

Technology
78
+ 0.86%
$264.74 - $369.57 $20.6K - $28.8K
9.12K $3.01M
AMGN
Amgen Inc

Healthcare
1.51K
+ 85.09%
$271.18 - $309.22 $409K - $466K
3.28K $925K
AMZN
Amazon Com Inc

Consumer Cyclical
1.52K
+ 1.09%
$211.65 - $238.24 $321K - $362K
141K $30.9M
GE
General Electric CO

Industrials
390
+ 8.18%
$244.75 - $305.63 $95.5K - $119K
5.16K $1.55M
STE
Steris PLC

Healthcare
145
+ 0.41%
$221.21 - $252.43 $32.1K - $36.6K
35.4K $8.77M
ABT
Abbott Laboratories

Healthcare
2.08K
+ 54.22%
$120.51 - $136.62 $251K - $284K
5.92K $793K
MA
Mastercard Inc

Financial Services
402
+ 65.26%
$550.18 - $598.96 $221K - $241K
1.02K $579K
DELL
Dell Technologies Inc.

Technology
1.01K
+ 63.79%
$120.96 - $141.77 $122K - $143K
2.58K $366K
PANW
Palo Alto Networks Inc

Technology
1.23K
+ 1.14%
$167.06 - $208.19 $206K - $256K
109K $22.2M
NVS
Novartis Ag

Healthcare
872
+ 87.11%
$113.5 - $129.73 $99K - $113K
1.87K $240K
TSLA
Tesla, Inc.

Consumer Cyclical
40
+ 5.13%
$293.94 - $444.72 $11.8K - $17.8K
820 $364K
Activity Summary
Buys All Purchases 191 New Holdings 55 Increased Positions 136 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Colonial Trust Advisors Portfolio

Follow Colonial Trust Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Colonial Trust Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Colonial Trust Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email