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
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.53K
+ 32.13%
$36.64 - $45.76 $129K - $161K
14.5K $544K
BSX
Boston Scientific Corp

Healthcare
299
+ 11.41%
$89.38 - $106.18 $26.7K - $31.7K
2.92K $294K
XEL
Xcel Energy Inc

Utilities
634
+ 13.24%
$63.37 - $72.1 $40.2K - $45.7K
5.42K $383K
MGC
Vanguard Mega Cap ETF

ETFs
476
+ 14.79%
$199.2 - $222.69 $94.8K - $106K
3.69K $743K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
30
+ 0.17%
$58.01 - $64.46 $1.74K - $1.93K
18.1K $1.12M
LHX
L3 Harris Technologies, Inc.

Industrials
283
+ 29.15%
$194.65 - $222.86 $55.1K - $63.1K
1.25K $262K
TMO
Thermo Fisher Scientific Inc.

Healthcare
324
+ 7.11%
$497.6 - $606.74 $161K - $197K
4.88K $2.43M
WFC
Wells Fargo & Company

Financial Services
249
+ 0.95%
$66.78 - $81.42 $16.6K - $20.3K
26.4K $1.89M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
1.54K
+ 19.9%
$27.51 - $30.68 $42.4K - $47.3K
9.28K $272K
PEAK
Healthpeak Properties, Inc.

Real Estate
3.08K
+ 44.38%
N/A
10K $189K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
886
+ 323.36%
$55.23 - $64.6 $48.9K - $57.2K
1.16K $71K
SPTL
Spdr Portfolio Long Term Treas

ETFs
914
+ 3.1%
$25.54 - $27.64 $23.3K - $25.3K
30.4K $828K
HIG
Hartford Financial Services Group, Inc.

Financial Services
377
+ 53.4%
$106.31 - $123.73 $40.1K - $46.6K
1.08K $133K
PRU
Prudential Financial Inc

Financial Services
761
+ 17.27%
$105.04 - $122.33 $79.9K - $93.1K
5.17K $577K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.37K
+ 38.66%
$34.83 - $37.52 $47.8K - $51.4K
4.92K $178K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
160
+ 0.2%
$27.01 - $28.54 $4.32K - $4.57K
78.8K $2.2M
NGG
National Grid PLC

Utilities
656
+ 36.69%
$56.13 - $65.61 $36.8K - $43K
2.44K $160K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
4.03K
+ 651.05%
$13.63 - $15.28 $54.9K - $61.6K
4.65K $63K
TXN
Texas Instruments Inc

Technology
274
+ 4.07%
N/A
7K $1.36M
BOND
Pimco Active Bond Exchange Tra

ETFs
496
+ 14.05%
$89.27 - $92.9 $44.3K - $46.1K
4.03K $372K
BBAX
J P Morgan Betabuilders Develo

ETFs
1.06K
+ 378.21%
$48.21 - $51.59 $51.1K - $54.6K
1.34K $65K
NSC
Norfolk Southern Corp

Industrials
172
+ 3.35%
$227.69 - $259.76 $39.2K - $44.7K
5.31K $1.26M
EWG
Ishares Msci Germany ETF

ETFs
1.34K
+ 440.66%
$31.57 - $39.31 $42.4K - $52.8K
1.65K $61K
TU
Telus Corp

Communication Services
2.74K
+ 16.18%
$13.63 - $16.07 $37.3K - $44K
19.6K $281K
IDV
Ishares Tr

ETFs
1.23K
+ 33.61%
$27.0 - $31.7 $33.2K - $39K
4.89K $151K
SJM
J M Smucker CO

Consumer Defensive
366
+ 43.47%
$100.41 - $118.41 $36.8K - $43.3K
1.21K $143K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.5K
+ 53.15%
$20.7 - $21.15 $51.8K - $52.9K
7.2K $149K
CINF
Cincinnati Financial Corp

Financial Services
103
+ 1.23%
$133.67 - $147.81 $13.8K - $15.2K
8.46K $1.25M
SPG
Simon Property Group Inc

Real Estate
404
+ 13.57%
$159.48 - $187.78 $64.4K - $75.9K
3.38K $561K
PPL
Ppl Corp

Utilities
204
+ 1.85%
$31.68 - $36.11 $6.46K - $7.37K
11.2K $405K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.13K
+ 12.61%
$42.38 - $43.28 $48K - $49K
10.1K $430K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1K
+ 78.0%
$46.82 - $47.8 $46.8K - $47.8K
2.28K $107K
AWK
American Water Works Company, Inc.

Utilities
74
+ 4.83%
$121.01 - $149.31 $8.95K - $11K
1.61K $237K
NFG
National Fuel Gas CO

Energy
100
+ 4.66%
$60.71 - $79.19 $6.07K - $7.92K
2.25K $177K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
672
+ 56.71%
$56.44 - $64.13 $37.9K - $43.1K
1.86K $114K
LYB
Lyondell Basell Industries N.V.

Basic Materials
855
+ 21.71%
$69.82 - $78.67 $59.7K - $67.3K
4.79K $337K
JPEM
Jp Morgan Diversified Return

ETFs
836
+ 106.23%
$50.81 - $54.04 $42.5K - $45.2K
1.62K $85K
BP
Bp PLC

Energy
210
+ 2.34%
$29.93 - $35.31 $6.29K - $7.42K
9.18K $310K
ASML
Asml Holding Nv

Technology
100
+ 13.74%
$662.63 - $776.99 $66.3K - $77.7K
828 $548K
LVHI
Franklin International Low Vol

ETFs
1.03K
+ 16.89%
$30.53 - $32.85 $31.3K - $33.7K
7.09K $229K
FISV
Fiserv Inc

Technology
348
+ 15.51%
N/A
2.59K $324K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
3.93K
+ 117.11%
$11.4 - $11.96 $44.8K - $47K
7.28K $83K
TROW
Price T Rowe Group Inc

Financial Services
933
+ 47.36%
$91.57 - $116.93 $85.4K - $109K
2.9K $266K
CW
Curtiss Wright Corp

Industrials
138
+ 13800.0%
$304.82 - $384.07 $42.1K - $53K
139 $44K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
657
+ 7.46%
$50.82 - $52.7 $33.4K - $34.6K
9.46K $497K
HWM
Howmet Aerospace Inc.

Industrials
266
+ 65.36%
$110.79 - $139.39 $29.5K - $37.1K
673 $87K
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.97K
+ 86.08%
$20.82 - $22.08 $40.9K - $43.4K
4.25K $91K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.04K
+ 8.93%
$48.06 - $53.73 $98.1K - $110K
24.9K $1.21M
BR
Broadridge Financial Solutions, Inc.

Technology
72
+ 4.68%
$221.46 - $244.83 $15.9K - $17.6K
1.61K $390K
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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