Private Trust CO Na Incresed Positions in Q1 2025

Private Trust CO Na

  • $938 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.73K
+ 5.16%
$271.18 - $303.12 $470K - $525K
35.3K $9.7M
VBR
Vanguard Small Cap Value ETF

ETFs
28
+ 0.99%
$183.02 - $207.75 $5.12K - $5.82K
2.86K $532K
ADI
Analog Devices Inc

Technology
70
+ 1.8%
$201.56 - $243.82 $14.1K - $17.1K
3.96K $798K
DOW
Dow Inc.

Basic Materials
383
+ 4.75%
$34.36 - $41.92 $13.2K - $16.1K
8.45K $294K
FYX
First Tr Small Cap Core Alphad

ETFs
30
+ 1.02%
$89.26 - $104.61 $2.68K - $3.14K
2.97K $267K
VTRS
Viatris Inc

Healthcare
321
+ 3.2%
$8.68 - $12.42 $2.79K - $3.99K
10.4K $90K
AMP
Ameriprise Financial Inc

Financial Services
17
+ 1.9%
$472.29 - $575.13 $8.03K - $9.78K
913 $441K
MS
Morgan Stanley

Financial Services
203
+ 3.06%
$111.68 - $141.08 $22.7K - $28.6K
6.83K $796K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.4K
+ 8.36%
$40.03 - $46.81 $176K - $206K
57K $2.32M
CARR
Carrier Global Corp

Industrials
207
+ 1.88%
$62.07 - $70.55 $12.8K - $14.6K
11.2K $710K
BBY
Best Buy CO Inc

Consumer Cyclical
107
+ 2.2%
$70.3 - $91.1 $7.52K - $9.75K
4.97K $365K
WSM
Williams Sonoma Inc

Consumer Cyclical
23
+ 1.08%
$158.1 - $217.71 $3.64K - $5.01K
2.15K $339K
MCHP
Microchip Technology Inc

Technology
291
+ 3.79%
$48.41 - $64.3 $14.1K - $18.7K
7.98K $386K
EIX
Edison International

Utilities
15
+ 0.56%
$50.06 - $80.01 $751 - $1.2K
2.7K $159K
ROK
Rockwell Automation, Inc

Industrials
35
+ 1.09%
$255.29 - $303.75 $8.94K - $10.6K
3.24K $836K
POWL
Powell Industries Inc

Industrials
532
+ 15.93%
$155.56 - $311.38 $82.8K - $166K
3.87K $659K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
13
+ 0.48%
$333.37 - $384.99 $4.33K - $5K
2.7K $903K
DHI
Horton D R Inc

Consumer Cyclical
130
+ 1.7%
$125.29 - $147.65 $16.3K - $19.2K
7.77K $987K
IWP
Ishares Russell Mid Cap Growth

ETFs
213
+ 1.8%
$114.9 - $139.6 $24.5K - $29.7K
12.1K $1.42M
DAL
Delta Air Lines, Inc.

Industrials
25
+ 0.48%
$43.6 - $69.06 $1.09K - $1.73K
5.22K $227K
VONG
Vanguard Russell 1000 Growth E

ETFs
71
+ 0.78%
$92.71 - $107.38 $6.58K - $7.62K
9.15K $848K
USB
Us Bancorp \De\

Financial Services
620
+ 2.88%
$40.92 - $50.9 $25.4K - $31.6K
22.2K $935K
QUAL
Ishares Msci Usa Quality Facto

ETFs
333
+ 1.56%
$168.16 - $186.21 $56K - $62K
21.6K $3.7M
PNC
Pnc Financial Services Group, Inc.

Financial Services
430
+ 4.25%
$168.84 - $202.89 $72.6K - $87.2K
10.6K $1.85M
DIS
Walt Disney CO

Communication Services
567
+ 4.45%
$96.87 - $114.0 $54.9K - $64.6K
13.3K $1.31M
BX
Blackstone Inc.

Financial Services
1.82K
+ 16.24%
$136.53 - $186.74 $248K - $339K
13K $1.82M
URI
United Rentals, Inc.

Industrials
87
+ 3.87%
$594.17 - $789.56 $51.7K - $68.7K
2.34K $1.46M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
55
+ 1.14%
$211.47 - $267.17 $11.6K - $14.7K
4.88K $1.03M
ADBE
Adobe Inc.

Technology
97
+ 3.41%
$377.84 - $464.11 $36.7K - $45K
2.94K $1.13M
TGT
Target Corp

Consumer Defensive
1.36K
+ 13.61%
$103.65 - $142.5 $141K - $194K
11.3K $1.18M
IVV
Ishares Core S&P 500 ETF

ETFs
761
+ 3.42%
$554.06 - $615.85 $422K - $469K
23K $12.9M
MRVL
Marvell Technology, Inc.

Technology
9
+ 0.24%
$61.57 - $126.06 $554 - $1.13K
3.75K $231K
HD
Home Depot, Inc.

Consumer Cyclical
340
+ 1.96%
$347.25 - $424.87 $118K - $144K
17.6K $6.47M
ETN
Eaton Corp PLC

Industrials
620
+ 7.79%
$271.83 - $371.23 $169K - $230K
8.58K $2.33M
TTD
Trade Desk, Inc.

Technology
262
+ 4.89%
$53.59 - $126.58 $14K - $33.2K
5.62K $307K
MRK
Merck & Co., Inc.

Healthcare
641
+ 1.49%
$83.01 - $101.02 $53.2K - $64.8K
43.7K $3.92M
CRM
Salesforce, Inc.

Technology
756
+ 8.8%
$268.36 - $359.95 $203K - $272K
9.34K $2.51M
STZ
Constellation Brands, Inc.

Consumer Defensive
173
+ 1.5%
$161.05 - $222.93 $27.9K - $38.6K
11.7K $2.15M
ORCL
Oracle Corp

Technology
2.02K
+ 7.3%
$139.81 - $186.47 $282K - $376K
29.6K $4.14M
GOOG
Alphabet Inc.

Communication Services
2.54K
+ 6.74%
$156.06 - $207.71 $397K - $528K
40.3K $6.29M
AMZN
Amazon Com Inc

Consumer Cyclical
2.93K
+ 3.91%
$190.26 - $242.06 $558K - $710K
78K $14.8M
NVDA
Nvidia Corp

Technology
11.2K
+ 7.91%
$106.98 - $149.43 $1.19M - $1.67M
152K $16.5M
AVGO
Broadcom Inc.

Technology
1.47K
+ 3.37%
$167.43 - $244.7 $247K - $360K
45.2K $7.57M
Activity Summary
Buys All Purchases 1147 New Holdings 253 Increased Positions 894 Sells All Sells 650 Reductions 650 Sold out 0 Options Calls 0 Puts 0
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