Private Trust CO Na Incresed Positions in Q2 2025

Private Trust CO Na

  • $998 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
3.26K
+ 7.21%
$146.29 - $275.65 $477K - $899K
48.5K $13.4M
AMZN
Amazon Com Inc

Consumer Cyclical
1.47K
+ 1.88%
$167.32 - $223.3 $246K - $328K
79.5K $17.4M
JPM
Jpmorgan Chase & CO

Financial Services
1.26K
+ 3.07%
$210.28 - $289.91 $264K - $364K
42.2K $12.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.09K
+ 5.72%
$416.06 - $551.64 $452K - $599K
20.1K $11.1M
META
Meta Platforms, Inc.

Communication Services
275
+ 2.71%
$484.66 - $738.09 $133K - $203K
10.4K $7.69M
GOOGL
Alphabet Inc.

Communication Services
2.22K
+ 3.34%
$144.7 - $178.6 $321K - $396K
68.6K $12.1M
SPYG
Spdr Portfolio

ETFs
5.32K
+ 6.26%
$71.83 - $95.32 $382K - $507K
90.3K $8.61M
CME
Cme Group Inc.

Financial Services
5.3K
+ 138.54%
$252.37 - $290.71 $1.34M - $1.54M
9.12K $2.51M
NFLX
Netflix Inc

Communication Services
48
+ 1.69%
$855.86 - $1339.13 $41.1K - $64.3K
2.89K $3.86M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
14.6K
+ 40.59%
$59.24 - $71.39 $864K - $1.04M
50.5K $3.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
430
+ 2.55%
$456.74 - $568.03 $196K - $244K
17.3K $9.84M
POWL
Powell Industries Inc

Industrials
4.41K
+ 113.82%
$159.38 - $211.34 $702K - $931K
8.28K $1.74M
ETN
Eaton Corp PLC

Industrials
980
+ 11.42%
$246.52 - $356.99 $242K - $350K
9.56K $3.41M
VUG
Vanguard Growth ETF

ETFs
1.73K
+ 36.45%
$329.49 - $438.4 $569K - $757K
6.47K $2.83M
UBER
Uber Technologies, Inc

Technology
4.81K
+ 17.42%
$64.62 - $93.3 $311K - $449K
32.4K $3.02M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
34.6K
+ 37.98%
$28.21 - $28.85 $976K - $998K
126K $3.62M
PLTR
Palantir Technologies Inc.

Technology
702
+ 4.01%
$74.01 - $144.25 $52K - $101K
18.2K $2.48M
SHV
Ishares Tr

ETFs
8.73K
+ 186.84%
$110.06 - $110.46 $961K - $964K
13.4K $1.48M
IWP
Ishares Russell Mid Cap Growth

ETFs
4.84K
+ 40.1%
$104.34 - $138.68 $505K - $671K
16.9K $2.34M
IBM
International Business Machines Corp

Technology
477
+ 2.86%
$221.03 - $294.78 $105K - $141K
17.1K $5.05M
TSLA
Tesla, Inc.

Consumer Cyclical
1.38K
+ 19.34%
$221.86 - $362.89 $306K - $501K
8.52K $2.71M
PM
Philip Morris International Inc.

Consumer Defensive
1.08K
+ 4.2%
$149.23 - $184.95 $161K - $199K
26.7K $4.86M
RDVY
First Trust Rising Dividend Ac

ETFs
10.3K
+ 38.94%
$51.6 - $62.74 $532K - $646K
36.8K $2.31M
CSCO
Cisco Systems, Inc.

Technology
5.4K
+ 11.04%
$53.19 - $69.38 $287K - $375K
54.3K $3.77M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
33.9K
+ 93.27%
$21.55 - $22.2 $730K - $752K
70.1K $1.55M
PULS
Pgim ETF Tr

ETFs
14.6K
+ 46.62%
$49.39 - $49.76 $721K - $726K
45.9K $2.28M
WMT
Walmart Inc.

Consumer Defensive
2.08K
+ 4.14%
$81.79 - $99.98 $170K - $208K
52.4K $5.13M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.2K
+ 45.25%
$55.54 - $69.09 $455K - $566K
26.3K $1.82M
CGGR
Capital Group Growth ETF Shs C

ETFs
13.8K
+ 80.8%
$30.53 - $40.65 $421K - $561K
30.9K $1.25M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4.21K
+ 35.09%
$212.1 - $244.27 $892K - $1.03M
16.2K $3.54M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
9.28K
+ 274.64%
$56.84 - $65.5 $528K - $608K
12.7K $829K
SPIB
Spdr Portfolio Intermediate Te

ETFs
17K
+ 21.87%
$32.62 - $33.58 $555K - $572K
94.9K $3.19M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.2K
+ 7.35%
$32.66 - $40.75 $202K - $252K
90.5K $3.66M
BX
Blackstone Inc.

Financial Services
3.08K
+ 23.74%
$120.07 - $151.11 $370K - $466K
16.1K $2.4M
XLK
Technology Sector Spdr

ETFs
282
+ 2.92%
$179.73 - $253.23 $50.7K - $71.4K
9.95K $2.52M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
22.7K
+ 16.96%
$22.54 - $23.17 $512K - $526K
157K $3.6M
CEG
Constellation Energy Corp

Utilities
615
+ 23.38%
$170.96 - $322.76 $105K - $198K
3.25K $1.05M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.69K
+ 16.99%
$35.35 - $42.68 $342K - $413K
66.7K $2.84M
HOOD
Robinhood Markets, Inc.

Technology
2.95K
+ 64.34%
$34.17 - $93.63 $101K - $276K
7.54K $706K
CGDV
Capital Group Divid Value ETF

ETFs
10.9K
+ 54.36%
$31.93 - $39.49 $348K - $430K
30.9K $1.22M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.67K
+ 16.21%
$72.96 - $90.39 $268K - $332K
26.3K $2.35M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
375
+ 1.99%
$113.67 - $150.4 $42.6K - $56.4K
19.2K $2.89M
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.95K
+ 35.98%
$40.94 - $52.1 $285K - $362K
26.3K $1.37M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.18K
+ 183.7%
$273.67 - $366.17 $324K - $433K
1.83K $668K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
827
+ 10.25%
$171.4 - $227.1 $142K - $188K
8.9K $2.02M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.06K
+ 131.31%
$45.88 - $54.4 $370K - $439K
14.2K $772K
BAC
Bank Of America Corp

Financial Services
647
+ 0.86%
$34.39 - $47.46 $22.3K - $30.7K
75.5K $3.57M
IWY
Ishares Tr Russell 200 Growth

ETFs
997
+ 19.02%
$187.5 - $246.51 $187K - $246K
6.24K $1.54M
VO
Vanguard Mid Cap ETF

ETFs
990
+ 14.49%
$228.54 - $279.83 $226K - $277K
7.82K $2.19M
Activity Summary
Buys All Purchases 875 New Holdings 147 Increased Positions 728 Sells All Sells 877 Reductions 877 Sold out 0 Options Calls 0 Puts 0
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