Colonial Trust Advisors Portfolio Holdings
Colonial Trust Advisors
- $1.11 Billion
- Q1 2025
Colonial Trust Advisors has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.11 Billion distributed in 675 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $84.2M, Microsoft Corp with a value of $53.9M, Ishares Core S&P 500 ETF with a value of $39.7M, Eli Lilly & CO with a value of $30.4M, and Visa Inc. with a value of $28.9M.
Examining the 13F form we can see an decrease of $7.52M in the current position value, from $1.12B to 1.11B.
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
$1.11 Billion
Technology: $238 Million
ETFs: $191 Million
Financial Services: $129 Million
Healthcare: $113 Million
Industrials: $105 Million
Consumer Defensive: $96.6 Million
Consumer Cyclical: $81.6 Million
Communication Services: $59.5 Million
Other: $92.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 675
- Current Value $1.11 Billion
- Prior Value $1.12 Billion
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 52 stocks
- Additional Purchases 158 stocks
- Sold out of 0 stocks
- Reduced holdings in 129 stocks