Colonial Trust Advisors Reduced Holdings in Q1 2025

Colonial Trust Advisors

  • $1.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-25
- 0.95%
$47.4 - $52.99 $1.19K - $1.32K
2.61K $132K
IYK
Ishares U.S. Consumer Staples

ETFs
-33
- 2.3%
$63.29 - $71.8 $2.09K - $2.37K
1.4K $100K
D
Dominion Energy, Inc

Utilities
-86
- 1.67%
$52.85 - $57.43 $4.55K - $4.94K
5.08K $284K
CVS
Cvs Health Corp

Healthcare
-28
- 8.54%
$44.22 - $68.64 $1.24K - $1.92K
300 $20K
SLB
Schlumberger Limited

Energy
-114
- 3.4%
$38.4 - $43.74 $4.38K - $4.99K
3.24K $135K
BAX
Baxter International Inc

Healthcare
-150
- 6.02%
$29.26 - $36.57 $4.39K - $5.49K
2.34K $80K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-16
- 0.76%
$74.85 - $84.89 $1.2K - $1.36K
2.09K $171K
OTIS
Otis Worldwide Corp

Industrials
-100
- 4.15%
$90.77 - $104.01 $9.08K - $10.4K
2.31K $238K
T
At&T Inc.

Communication Services
-1.89K
- 14.67%
$21.56 - $28.28 $40.7K - $53.4K
11K $310K
BMY
Bristol Myers Squibb CO

Healthcare
-18
- 0.4%
$53.9 - $63.11 $970 - $1.14K
4.46K $272K
SHW
Sherwin Williams CO

Basic Materials
-10
- 0.29%
$330.16 - $365.55 $3.3K - $3.66K
3.41K $1.19M
WELL
Welltower Inc.

Real Estate
-25
- 1.46%
$124.05 - $156.86 $3.1K - $3.92K
1.69K $259K
WPC
W. P. Carey Inc.

Real Estate
-2.36K
- 10.61%
$53.5 - $65.05 $126K - $154K
19.9K $1.26M
MMM
3 M CO

Industrials
-31
- 0.83%
$129.7 - $155.12 $4.02K - $4.81K
3.7K $543K
ABT
Abbott Laboratories

Healthcare
-21
- 0.54%
$111.1 - $140.22 $2.33K - $2.94K
3.87K $512K
AMGN
Amgen Inc

Healthcare
-41
- 2.24%
$258.59 - $327.36 $10.6K - $13.4K
1.79K $556K
O
Realty Income Corp

Real Estate
-413
- 1.1%
$51.67 - $58.49 $21.3K - $24.2K
37.1K $2.15M
GE
General Electric CO

Industrials
-25
- 0.48%
$168.59 - $212.13 $4.21K - $5.3K
5.19K $1.04M
EOG
Eog Resources Inc

Energy
-149
- 0.44%
$120.54 - $138.05 $18K - $20.6K
33.6K $4.31M
MCD
Mcdonalds Corp

Consumer Cyclical
-409
- 2.53%
$279.74 - $321.29 $114K - $131K
15.8K $4.92M
CSCO
Cisco Systems, Inc.

Technology
-724
- 0.62%
$58.74 - $64.87 $42.5K - $47K
116K $7.15M
CI
Cigna Corp

Healthcare
-90
- 1.4%
$274.49 - $329.0 $24.7K - $29.6K
6.34K $2.09M
UNH
Unitedhealth Group Inc

Healthcare
-315
- 0.79%
$461.52 - $548.18 $145K - $173K
39.8K $20.8M
UNP
Union Pacific Corp

Industrials
-83
- 0.12%
$225.21 - $254.42 $18.7K - $21.1K
70K $16.5M
CME
Cme Group Inc.

Financial Services
-530
- 2.17%
$225.82 - $266.54 $120K - $141K
23.9K $6.34M
DE
Deere & CO

Industrials
-125
- 0.62%
$408.57 - $509.27 $51.1K - $63.7K
20.1K $9.42M
LLY
Eli Lilly & CO

Healthcare
-63
- 0.17%
$725.72 - $929.72 $45.7K - $58.6K
36.8K $30.4M
V
Visa Inc.

Financial Services
-202
- 0.24%
$306.92 - $362.71 $62K - $73.3K
82.4K $28.9M
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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