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
IEF
Ishares Barclays

ETFs
2K
+ 49.19%
$93.91 - $97.26 $187K - $194K
6.05K $583K
FTCS
First Trust Capital Strength E

ETFs
1.73K
+ 14.48%
$89.72 - $93.74 $155K - $162K
13.6K $1.28M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.91K
+ 16.69%
$100.37 - $100.74 $192K - $192K
13.3K $1.34M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.81K
+ 17.07%
$102.4 - $103.88 $185K - $188K
12.4K $1.28M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.48K
+ 35.59%
$107.5 - $115.86 $160K - $172K
5.65K $646K
HII
Huntington Ingalls Industries, Inc.

Industrials
128
+ 3.9%
$246.31 - $287.91 $31.5K - $36.9K
3.41K $981K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.66K
+ 49.19%
$50.85 - $51.35 $186K - $188K
11.1K $569K
CMI
Cummins Inc

Industrials
1
+ 0.05%
$327.85 - $426.39 $328 - $426
1.96K $829K
T
At&T Inc.

Communication Services
8.2K
+ 12.09%
$26.94 - $29.62 $221K - $243K
76K $2.15M
QCOM
Qualcomm Inc

Technology
312
+ 1.68%
$145.84 - $173.55 $45.5K - $54.1K
18.9K $3.15M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.27K
+ 16.54%
$79.39 - $90.39 $101K - $115K
8.96K $794K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.33K
+ 16.42%
$53.81 - $57.52 $126K - $134K
16.5K $951K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
13.5K
+ 33.77%
$11.15 - $11.87 $151K - $161K
53.6K $621K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
3.59K
+ 206.15%
$47.11 - $48.77 $169K - $175K
5.33K $258K
BHK
Blackrock Core Bond Trust

Financial Services
15K
+ 13.05%
$9.42 - $9.94 $141K - $149K
130K $1.29M
FSLR
First Solar, Inc.

Technology
708
+ 261.25%
$160.84 - $223.53 $114K - $158K
979 $215K
MP
Mp Materials Corp.

Basic Materials
2.37K
+ 739.56%
$30.03 - $77.13 $71.3K - $183K
2.7K $180K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
2.21K
+ 368.11%
$67.52 - $76.75 $149K - $169K
2.8K $209K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
69
+ 2.47%
$224.68 - $282.71 $15.5K - $19.5K
2.86K $797K
DE
Deere & CO

Industrials
681
+ 23.79%
$457.26 - $524.37 $311K - $357K
3.54K $1.62M
XLI
Industrial Sector Spdr

ETFs
820
+ 14.11%
$147.94 - $154.99 $121K - $127K
6.63K $1.02M
COOP
Mr. Cooper Group Inc.

Financial Services
773
+ 7730.0%
$143.29 - $220.9 $111K - $171K
783 $165K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
3.76K
+ 797.24%
$42.56 - $49.08 $160K - $184K
4.23K $181K
CRSP
Crispr Therapeutics Ag

Healthcare
2.35K
+ 905.0%
$48.51 - $68.14 $114K - $160K
2.61K $169K
VO
Vanguard Mid Cap ETF

ETFs
157
+ 2.01%
$279.83 - $293.74 $43.9K - $46.1K
7.98K $2.34M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
958
+ 19.6%
$122.57 - $132.57 $117K - $127K
5.85K $758K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
5.8K
+ 8.27%
$21.77 - $22.57 $126K - $131K
75.9K $1.7M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.14K
+ 3.7%
$40.2 - $44.58 $45.9K - $50.9K
32K $1.41M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
970
+ 26.08%
$110.74 - $122.12 $107K - $118K
4.69K $567K
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
2.59K
+ 809.69%
$54.17 - $57.2 $140K - $148K
2.91K $166K
UNP
Union Pacific Corp

Industrials
157
+ 0.93%
$214.91 - $237.16 $33.7K - $37.2K
17K $4.02M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
84
+ 3.11%
$393.18 - $439.39 $33K - $36.9K
2.79K $1.21M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1.38K
+ 343.75%
$67.16 - $93.48 $92.3K - $129K
1.78K $165K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
2.52K
+ 227.55%
$50.32 - $54.01 $127K - $136K
3.63K $195K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.22K
+ 13.32%
$98.52 - $103.93 $120K - $127K
10.4K $1.07M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.61K
+ 16.43%
$49.78 - $50.75 $130K - $132K
18.5K $936K
ICVT
Ishares Tr Convertible Bond Et

ETFs
972
+ 24.43%
$89.29 - $100.17 $86.8K - $97.4K
4.95K $495K
KRE
Spdr S&P Regional Banking ETF

ETFs
2.1K
+ 217.2%
$58.82 - $66.17 $123K - $139K
3.06K $193K
PSC
Principal ETF U.S. Small Cap M

ETFs
1.99K
+ 32.71%
$51.93 - $57.81 $104K - $115K
8.09K $460K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
726
+ 1.2%
$23.82 - $25.84 $17.3K - $18.8K
61.3K $1.58M
NKE
Nike, Inc.

Consumer Cyclical
2.08K
+ 20.15%
$69.24 - $79.24 $144K - $165K
12.4K $865K
SHV
Ishares Tr

ETFs
1.17K
+ 8.74%
$110.06 - $110.49 $129K - $129K
14.6K $1.61M
VLO
Valero Energy Corp

Energy
65
+ 1.96%
$131.77 - $175.63 $8.57K - $11.4K
3.38K $575K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.44K
+ 2.84%
$22.64 - $23.22 $101K - $103K
161K $3.72M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
94
+ 0.36%
$68.24 - $73.73 $6.41K - $6.93K
26.4K $1.94M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
2.24K
+ 46.53%
$50.73 - $52.47 $114K - $118K
7.06K $368K
RSP
Invesco S&P 500 Equal Weight E

ETFs
13
+ 0.09%
$181.56 - $190.33 $2.36K - $2.47K
14.9K $2.82M
MDT
Medtronic PLC

Healthcare
457
+ 4.93%
$87.67 - $95.74 $40.1K - $43.8K
9.73K $927K
AMGN
Amgen Inc

Healthcare
312
+ 3.15%
$271.18 - $309.22 $84.6K - $96.5K
10.2K $2.89M
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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