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
WINN
Harbor ETF Tr Harbor Long Term

ETFs
4.6K
+ 59.35%
N/A
12.4K $314K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
802
+ 36.19%
$50.79 - $76.4 $40.7K - $61.3K
3.02K $230K
RWL
Invesco Exchange Traded Fd Tr

ETFs
893
+ 36.9%
$102.17 - $110.66 $91.2K - $98.8K
3.31K $366K
DUK
Duke Energy Corp

Utilities
174
+ 1.1%
$116.31 - $125.93 $20.2K - $21.9K
16K $1.98M
IDV
Ishares Tr

ETFs
2.78K
+ 53.61%
$34.54 - $37.28 $96K - $104K
7.96K $290K
DVY
Ishares Tr

ETFs
233
+ 2.78%
$133.88 - $142.57 $31.2K - $33.2K
8.6K $1.22M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.33K
+ 5.45%
$42.39 - $44.63 $56.3K - $59.3K
25.7K $1.15M
IONQ
Ion Q, Inc.

Technology
1.36K
+ 113.5%
$36.79 - $75.14 $50.1K - $102K
2.56K $157K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
4.43K
+ 379.28%
$21.89 - $23.17 $97K - $103K
5.6K $129K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
3.27K
+ 31.57%
$26.52 - $27.64 $86.7K - $90.4K
13.6K $376K
CG
Carlyle Group Inc.

Financial Services
1.49K
+ 252.54%
$52.82 - $69.35 $78.7K - $103K
2.08K $130K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
5.28K
+ 127.94%
$18.61 - $18.94 $98.3K - $100K
9.41K $176K
ETR
Entergy Corp

Utilities
483
+ 9.34%
$80.93 - $93.55 $39.1K - $45.2K
5.66K $527K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
673
+ 291.34%
$105.16 - $140.03 $70.8K - $94.2K
904 $122K
VRIG
Invesco Actively Managed ETF F

ETFs
3.83K
+ 155.49%
$25.04 - $25.16 $95.8K - $96.2K
6.29K $157K
AVLV
American Centy ETF Tr Avantis
905
+ 12.18%
$68.33 - $72.69 $61.8K - $65.8K
8.34K $602K
SWK
Stanley Black & Decker, Inc.

Industrials
102
+ 0.77%
$66.98 - $79.52 $6.83K - $8.11K
13.4K $995K
SPMD
Spdr Portfolio

ETFs
710
+ 3.66%
$54.43 - $58.29 $38.6K - $41.4K
20.1K $1.15M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
149
+ 10.94%
$284.45 - $324.95 $42.4K - $48.4K
1.51K $483K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
4.77K
+ 78.34%
$18.86 - $19.16 $90K - $91.5K
10.9K $208K
CCL
Carnival Corp

Consumer Cyclical
3.1K
+ 90.0%
$28.37 - $32.49 $87.8K - $101K
6.53K $188K
CSX
Csx Corp

Industrials
331
+ 1.21%
$32.05 - $36.52 $10.6K - $12.1K
27.8K $986K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
519
+ 19.0%
$68.94 - $86.3 $35.8K - $44.8K
3.25K $280K
CGDV
Capital Group Divid Value ETF

ETFs
228
+ 0.74%
$39.59 - $42.21 $9.03K - $9.62K
31.2K $1.31M
COP
Conocophillips

Energy
427
+ 4.52%
$91.0 - $98.99 $38.9K - $42.3K
9.87K $933K
GPN
Global Payments Inc

Industrials
1K
+ 97.85%
$77.61 - $90.01 $77.6K - $90K
2.02K $167K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
99
+ 0.65%
$82.42 - $87.03 $8.16K - $8.62K
15.4K $1.34M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
762
+ 128.07%
$82.22 - $96.68 $62.7K - $73.7K
1.36K $131K
ITW
Illinois Tool Works Inc

Industrials
131
+ 3.71%
$252.31 - $269.41 $33.1K - $35.3K
3.66K $954K
SKYY
First Trust Cloud Computing Et

ETFs
365
+ 14.09%
$118.24 - $138.53 $43.2K - $50.6K
2.96K $397K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
265
+ 28.68%
$195.29 - $223.85 $51.8K - $59.3K
1.19K $264K
FTQI
First Trust ETF Vi First Trust

ETFs
1.62K
+ 3.53%
$19.5 - $20.79 $31.5K - $33.6K
47.4K $976K
KKR
Kkr & Co. Inc.

Financial Services
639
+ 48.97%
$129.95 - $152.16 $83K - $97.2K
1.94K $252K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
795
+ 80.63%
$71.86 - $87.45 $57.1K - $69.5K
1.78K $148K
SO
Southern CO

Utilities
16
+ 0.06%
$90.83 - $96.0 $1.45K - $1.54K
25.6K $2.42M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
600
+ 81.74%
$100.4 - $119.58 $60.2K - $71.7K
1.33K $147K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.76K
+ 6.65%
$24.11 - $24.94 $66.6K - $68.9K
44.3K $1.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
36
+ 0.9%
$236.25 - $257.69 $8.51K - $9.28K
4.04K $1.04M
FNDF
Schwab Fundamental Intl Large

ETFs
1.69K
+ 545.95%
$39.84 - $43.15 $67.2K - $72.8K
2K $85K
VV
Vanguard Large Cap ETF

ETFs
118
+ 7.52%
$285.05 - $309.14 $33.6K - $36.5K
1.69K $519K
MGC
Vanguard Mega Cap ETF

ETFs
4
+ 0.11%
$224.2 - $245.55 $897 - $982
3.7K $902K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
634
+ 119.4%
$103.48 - $109.86 $65.6K - $69.7K
1.17K $126K
FNX
First Tr Mid Cap Core Alphadex

ETFs
363
+ 15.34%
$115.08 - $126.88 $41.8K - $46.1K
2.73K $342K
EWW
Ishares Inc Msci Mexico ETF

ETFs
1.25K
+ 169.1%
N/A
1.99K $113K
STRL
Sterling Construction CO Inc

Industrials
21
+ 3.55%
$222.54 - $371.84 $4.67K - $7.81K
612 $207K
GRMN
Garmin LTD

Technology
35
+ 2.11%
$211.13 - $246.22 $7.39K - $8.62K
1.69K $417K
GPC
Genuine Parts CO

Consumer Cyclical
87
+ 2.57%
$122.23 - $142.77 $10.6K - $12.4K
3.47K $480K
WEC
Wec Energy Group, Inc.

Utilities
71
+ 1.22%
$103.66 - $114.59 $7.36K - $8.14K
5.89K $675K
VCIT
Vanguard Intermediate Term Cor

ETFs
635
+ 4.84%
$81.75 - $84.54 $51.9K - $53.7K
13.8K $1.16M
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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