Colonial Trust Advisors has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.19 Billion distributed in 698 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $76.7M, Microsoft Corp with a value of $71.8M, Ishares Core S&P 500 ETF with a value of $48.2M, Nvidia Corp with a value of $34M, and Jpmorgan Chase & CO with a value of $32.1M.
Examining the 13F form we can see an increase of $81.6M in the current position value, from $1.11B to 1.19B.
Also it can be appreciated an additional of 65 stocks purchases and 3 closed positions.
Colonial Trust Advisors is based out at Spartanburg, SC
Below you can find more details about Colonial Trust Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$1.19 Billion
Technology: $278 Million
ETFs: $209 Million
Financial Services: $142 Million
Industrials: $114 Million
Healthcare: $102 Million
Consumer Defensive: $94.4 Million
Consumer Cyclical: $88.4 Million
Communication Services: $70.9 Million
Other: $90 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
