Colonial Trust Advisors Incresed Positions in Q1 2025

Colonial Trust Advisors

  • $1.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
4.74K
+ 3.8%
$142.06 - $167.7 $673K - $794K
129K $21.4M
DUK
Duke Energy Corp

Utilities
7.58K
+ 6.03%
$105.87 - $121.97 $802K - $924K
133K $16.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
848
+ 3.67%
$442.66 - $534.52 $375K - $453K
24K $12.8M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
43.8K
+ 18.03%
$50.87 - $51.09 $2.23M - $2.24M
287K $14.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
18.6K
+ 51.64%
$87.68 - $94.52 $1.63M - $1.76M
54.6K $5.12M
KO
Coca Cola CO

Consumer Defensive
2K
+ 1.07%
$60.81 - $72.32 $121K - $144K
188K $13.5M
WM
Waste Management Inc

Industrials
27
+ 0.05%
$200.54 - $233.78 $5.41K - $6.31K
58K $13.4M
CVX
Chevron Corp

Energy
334
+ 0.48%
$146.71 - $167.97 $49K - $56.1K
69.6K $11.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.5K
+ 14.73%
$95.85 - $99.25 $1.3M - $1.34M
105K $10.4M
IQLT
Ishares Msci Intl Quality Fact

ETFs
26.7K
+ 15.92%
$36.91 - $41.03 $985K - $1.1M
194K $7.71M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
24.7K
+ 10.65%
$49.6 - $50.28 $1.22M - $1.24M
256K $12.9M
CTAS
Cintas Corp

Industrials
504
+ 0.98%
$182.09 - $208.14 $91.8K - $105K
52.2K $10.7M
GLD
Spdr Gold Trust

ETFs
2.05K
+ 14.43%
$243.19 - $288.14 $499K - $591K
16.3K $4.69M
ECL
Ecolab Inc.

Basic Materials
2.73K
+ 12.53%
$229.72 - $269.82 $627K - $736K
24.5K $6.21M
UBER
Uber Technologies, Inc

Technology
14.9K
+ 971.05%
$63.17 - $81.49 $939K - $1.21M
16.4K $1.19M
DGRO
Ishares Core Dividend Growth E

ETFs
15.9K
+ 6.72%
$60.46 - $64.42 $960K - $1.02M
252K $15.6M
JPM
Jpmorgan Chase & CO

Financial Services
1.77K
+ 1.61%
$225.19 - $279.95 $398K - $494K
112K $27.4M
SCHW
Schwab Charles Corp

Financial Services
9.28K
+ 14.22%
$71.24 - $83.64 $661K - $776K
74.5K $5.83M
STE
Steris PLC

Healthcare
679
+ 2.01%
$202.46 - $232.74 $137K - $158K
34.4K $7.81M
PG
Procter & Gamble CO

Consumer Defensive
3.21K
+ 2.82%
$158.56 - $176.26 $510K - $566K
117K $20M
COST
Costco Wholesale Corp

Consumer Defensive
44
+ 0.18%
$890.62 - $1076.86 $39.2K - $47.4K
25.1K $23.7M
RTX
Raytheon Technologies Corp

Industrials
3.45K
+ 27.63%
$114.1 - $135.66 $393K - $467K
15.9K $2.11M
AVGO
Broadcom Inc.

Technology
5.17K
+ 161.42%
$167.43 - $244.7 $866K - $1.27M
8.38K $1.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
9K
+ 181.23%
$56.51 - $62.98 $509K - $567K
14K $847K
IWM
Ishares Russell 2000 ETF

ETFs
3.07K
+ 84.63%
$198.1 - $229.79 $609K - $706K
6.7K $1.34M
ADP
Automatic Data Processing Inc

Industrials
1.6K
+ 95.24%
$286.85 - $318.64 $459K - $510K
3.28K $1M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.0%
$123.25 - $162.53 $123 - $163
21.1K $3.33M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9.33K
+ 13.88%
$54.25 - $57.64 $506K - $538K
76.5K $4.21M
APD
Air Products & Chemicals, Inc.

Basic Materials
639
+ 1.14%
$283.24 - $338.07 $181K - $216K
56.7K $16.7M
PSX
Phillips 66

Energy
313
+ 0.74%
$113.93 - $131.55 $35.7K - $41.2K
42.8K $5.28M
BSCU
Invesco Exc Self Ind Tr

ETFs
25.5K
+ 27.5%
$16.2 - $16.64 $413K - $424K
118K $1.96M
SYK
Stryker Corp

Healthcare
198
+ 0.67%
$355.18 - $399.9 $70.3K - $79.2K
29.6K $11M
NEE
Nextera Energy Inc

Utilities
6.77K
+ 8.65%
$66.96 - $76.16 $454K - $516K
85K $6.03M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
18.7K
+ 9.38%
$19.43 - $19.62 $363K - $367K
218K $4.27M
XOM
Exxon Mobil Corp

Energy
1.17K
+ 5.53%
$105.44 - $118.93 $123K - $139K
22.3K $2.65M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
16.3K
+ 8.72%
$20.05 - $20.4 $327K - $333K
204K $4.14M
IEFA
Ishares Tr

ETFs
2.05K
+ 5.62%
$69.57 - $78.65 $142K - $161K
38.5K $2.91M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
16.6K
+ 8.27%
$19.42 - $19.54 $322K - $324K
217K $4.23M
TSCO
Tractor Supply CO

Consumer Cyclical
5.13K
+ 45.96%
$51.66 - $57.94 $265K - $297K
16.3K $896K
MSI
Motorola Solutions, Inc.

Technology
750
+ 59.34%
$411.73 - $482.1 $309K - $362K
2.01K $881K
PEP
Pepsico Inc

Consumer Defensive
3.17K
+ 3.53%
$142.64 - $156.42 $452K - $496K
92.9K $13.9M
BSCV
Invesco ETF Self Indexed Fd Tr
16.5K
+ 30.11%
$15.87 - $16.38 $262K - $270K
71.3K $1.16M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.89K
+ 52.92%
$168.84 - $202.89 $320K - $384K
5.47K $961K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
11.8K
+ 5.08%
$18.18 - $18.58 $214K - $219K
244K $4.51M
ZTS
Zoetis Inc.

Healthcare
1.25K
+ 3.88%
$156.48 - $175.67 $196K - $220K
33.5K $5.52M
TJX
Tjx Companies Inc

Consumer Cyclical
1.15K
+ 1.41%
$112.81 - $126.16 $129K - $145K
82.4K $10M
BP
Bp PLC

Energy
5.88K
+ 392.27%
$29.93 - $35.31 $176K - $208K
7.38K $249K
NVS
Novartis Ag

Healthcare
1.78K
+ 355.2%
$97.14 - $115.57 $173K - $205K
2.28K $253K
SHEL
Shell PLC

Energy
2.64K
+ 401.22%
$62.84 - $73.29 $166K - $193K
3.3K $241K
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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