Private Trust CO Na Incresed Positions in Q3 2025

Private Trust CO Na

  • $1.07 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
246
+ 1.1%
$182.33 - $194.5 $44.9K - $47.8K
22.6K $4.39M
PFFA
Etfis Ser Tr I

ETFs
13.3K
+ 87.77%
$20.94 - $22.43 $279K - $298K
28.5K $617K
OEF
Ishares S&P 100 ETF

ETFs
1.14K
+ 72.28%
N/A
2.71K $720K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
3.82K
+ 66.0%
$69.02 - $73.57 $264K - $281K
9.61K $706K
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.68K
+ 10.2%
$51.78 - $57.89 $139K - $155K
29K $1.67M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
20K
+ 141.89%
$13.77 - $14.45 $275K - $289K
34.1K $492K
IXUS
Ishares Tr

ETFs
3.14K
+ 47.14%
$76.35 - $82.58 $240K - $259K
9.8K $808K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
7K
+ 325.59%
$37.04 - $40.86 $259K - $286K
9.15K $372K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.74K
+ 30.29%
$89.32 - $107.82 $155K - $187K
7.47K $805K
WMT
Walmart Inc.

Consumer Defensive
96
+ 0.18%
$94.4 - $104.27 $9.06K - $10K
52.5K $5.41M
C
Citigroup Inc

Financial Services
569
+ 4.16%
$85.57 - $103.49 $48.7K - $58.9K
14.2K $1.44M
MCD
Mcdonalds Corp

Consumer Cyclical
249
+ 1.43%
$291.67 - $316.99 $72.6K - $78.9K
17.6K $5.36M
AVDE
American Centy ETF Tr Avantis

ETFs
2.43K
+ 14.2%
$73.24 - $79.04 $178K - $192K
19.5K $1.54M
META
Meta Platforms, Inc.

Communication Services
426
+ 4.09%
$695.21 - $791.73 $296K - $337K
10.9K $7.97M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
3.1K
+ 12.01%
$50.7 - $54.86 $157K - $170K
28.9K $1.58M
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.7K
+ 21.93%
$111.77 - $121.28 $189K - $206K
9.42K $1.14M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
5.03K
+ 8.26%
$31.79 - $33.42 $160K - $168K
65.9K $2.2M
SLV
I Shares Silver Trust

ETFs
4.83K
+ 76.96%
$32.73 - $42.5 $158K - $205K
11.1K $470K
XLF
Financial Sector Spdr

ETFs
3.82K
+ 10.24%
$51.37 - $54.25 $196K - $207K
41.1K $2.22M
ITA
Ishares Tr

ETFs
916
+ 29.78%
$184.73 - $209.26 $169K - $192K
3.99K $835K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
2.58K
+ 24.91%
$68.95 - $75.02 $178K - $193K
12.9K $968K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
9.49K
+ 29.48%
$25.21 - $25.99 $239K - $247K
41.7K $1.08M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
543
+ 1696.88%
$311.12 - $482.13 $169K - $262K
575 $262K
NET
Cloudflare, Inc.

Technology
1.17K
+ 2157.41%
$181.39 - $228.28 $211K - $266K
1.22K $261K
SOFI
So Fi Technologies, Inc.

Financial Services
7.08K
+ 93.11%
$17.64 - $29.81 $125K - $211K
14.7K $387K
VZ
Verizon Communications Inc

Communication Services
4.43K
+ 5.71%
$40.84 - $45.06 $181K - $199K
81.9K $3.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.52K
+ 5.79%
$87.29 - $93.61 $133K - $143K
27.8K $2.6M
QDPL
Pacer Fds Tr Metaurus Us Large
5.57K
+ 113.6%
$39.4 - $42.1 $220K - $235K
10.5K $439K
FMB
First Tr Exchange Traded Fd Ii

ETFs
4.66K
+ 49.61%
$49.32 - $50.93 $230K - $237K
14.1K $712K
CGCP
Capital Group Core Plus Income

ETFs
10.5K
+ 67.84%
$22.27 - $22.95 $234K - $241K
26K $590K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.9K
+ 38.15%
$82.38 - $83.0 $239K - $241K
10.5K $871K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.07K
+ 4.63%
$94.17 - $99.95 $101K - $107K
24.2K $2.42M
SPTL
Spdr Portfolio Long Term Treas

ETFs
8.21K
+ 33.4%
$25.67 - $27.21 $211K - $223K
32.8K $883K
MRK
Merck & Co., Inc.

Healthcare
207
+ 0.47%
$77.6 - $87.37 $16.1K - $18.1K
44.6K $3.74M
GLDM
World Gold Trust

ETFs
2.4K
+ 58.32%
$64.73 - $76.45 $155K - $183K
6.51K $497K
XLU
Utilities Sector Spdr

ETFs
1.04K
+ 4.26%
$81.14 - $87.32 $84.7K - $91.2K
25.6K $2.23M
HYG
Ishares Tr

ETFs
2.69K
+ 29.98%
$79.85 - $81.32 $214K - $218K
11.6K $945K
COIN
Coinbase Global, Inc.

Technology
661
+ 1180.36%
$297.99 - $419.78 $197K - $277K
717 $241K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.84K
+ 41.2%
$117.65 - $120.08 $216K - $221K
6.31K $753K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.36K
+ 6.19%
$91.44 - $91.77 $215K - $216K
40.4K $3.71M
CRDO
Credo Technology Group Holding LTD

Technology
1.46K
+ 2436.67%
$87.59 - $172.31 $128K - $252K
1.52K $221K
LAMR
Lamar Advertising CO

Real Estate
1.74K
+ 327.2%
$114.98 - $128.82 $201K - $225K
2.28K $278K
VTV
Vanguard Value ETF

ETFs
215
+ 1.21%
$175.51 - $186.57 $37.7K - $40.1K
18K $3.35M
ACLS
Axcelis Technologies Inc

Technology
2.14K
+ 4976.74%
$67.69 - $100.44 $145K - $215K
2.18K $213K
VGT
Vanguard Information Technolog

ETFs
195
+ 25.76%
$656.44 - $753.15 $128K - $147K
952 $710K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
103
+ 1.16%
$225.11 - $247.9 $23.2K - $25.5K
9K $2.22M
GTIP
Goldman Sachs ETF Tr Access In

ETFs
4.01K
+ 809.07%
$49.05 - $50.22 $197K - $202K
4.51K $225K
LOW
Lowes Companies Inc

Consumer Cyclical
40
+ 0.62%
$215.01 - $273.02 $8.6K - $10.9K
6.49K $1.63M
SYM
Symbotic Inc.

Financial Services
3.05K
+ 138.64%
$39.68 - $63.21 $121K - $193K
5.25K $282K
Activity Summary
Buys All Purchases 1027 New Holdings 232 Increased Positions 795 Sells All Sells 790 Reductions 790 Sold out 0 Options Calls 0 Puts 0
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