Colonial Trust Advisors Portfolio Holdings
Colonial Trust Advisors
- $1.28 Billion
- Q3 2025
Colonial Trust Advisors has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.28 Billion distributed in 684 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $89.7M, Microsoft Corp with a value of $77.8M, Ishares Core S&P 500 ETF with a value of $54M, Nvidia Corp with a value of $42.1M, and Jpmorgan Chase & CO with a value of $34.9M.
Examining the 13F form we can see an increase of $86.2M in the current position value, from $1.19B to 1.28B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 684
- Current Value $1.28 Billion
- Prior Value $1.19 Billion
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 55 stocks
- Additional Purchases 136 stocks
- Sold out of 0 stocks
- Reduced holdings in 190 stocks