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
MLPX
Global X Mlp & Energy Infrastr

ETFs
539
+ 25.27%
$59.6 - $67.2 $32.1K - $36.2K
2.67K $170K
AXS
Axis Capital Holdings LTD

Financial Services
319
+ 36.88%
$85.54 - $100.24 $27.3K - $32K
1.18K $118K
FTQI
First Trust ETF Vi First Trust

ETFs
5.88K
+ 16.47%
$18.72 - $21.32 $110K - $125K
41.6K $783K
BDX
Becton Dickinson & CO

Healthcare
145
+ 3.9%
$222.79 - $249.08 $32.3K - $36.1K
3.87K $885K
GLDM
World Gold Trust

ETFs
43
+ 1.1%
$52.19 - $61.89 $2.24K - $2.66K
3.96K $244K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
791
+ 21.04%
$44.68 - $46.49 $35.3K - $36.8K
4.55K $210K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
799
+ 399.5%
$49.85 - $56.22 $39.8K - $44.9K
999 $50K
KNSL
Kinsale Capital Group, Inc.

Financial Services
27
+ 2.14%
$416.48 - $494.72 $11.2K - $13.4K
1.29K $626K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
980
+ 98.0%
$33.63 - $37.64 $33K - $36.9K
1.98K $73K
PATK
Patrick Industries Inc

Consumer Cyclical
480
+ 432.43%
$82.13 - $97.92 $39.4K - $47K
591 $49K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
3.63K
+ 18.87%
$11.13 - $11.61 $40.3K - $42.1K
22.8K $255K
BOH
Bank Of Hawaii Corp

Financial Services
550
+ 18333.33%
$65.97 - $75.81 $36.3K - $41.7K
553 $38K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
350
+ 58.33%
$106.46 - $114.75 $37.3K - $40.2K
950 $104K
SNPS
Synopsys Inc

Technology
126
+ 47.01%
$428.58 - $551.54 $54K - $69.5K
394 $168K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
2.8K
+ 11.93%
$12.18 - $12.91 $34.2K - $36.2K
26.3K $325K
FAST
Fastenal CO

Industrials
291
+ 11.15%
$71.11 - $79.98 $20.7K - $23.3K
2.9K $224K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
621
+ 33.68%
$53.35 - $58.68 $33.1K - $36.4K
2.47K $138K
UNM
Unum Group

Financial Services
187
+ 7.28%
$71.8 - $83.34 $13.4K - $15.6K
2.76K $224K
BAX
Baxter International Inc

Healthcare
565
+ 17.35%
$29.26 - $36.57 $16.5K - $20.7K
3.82K $130K
IP
International Paper CO

Consumer Cyclical
719
+ 16.32%
$49.38 - $60.09 $35.5K - $43.2K
5.12K $273K
SCHW
Schwab Charles Corp

Financial Services
168
+ 3.13%
$71.24 - $83.64 $12K - $14.1K
5.54K $433K
VUG
Vanguard Growth ETF

ETFs
546
+ 13.02%
$369.1 - $427.61 $202K - $233K
4.74K $1.76M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
750
+ 41.16%
$41.61 - $44.72 $31.2K - $33.5K
2.57K $111K
MU
Micron Technology Inc

Technology
267
+ 5.73%
$86.89 - $109.38 $23.2K - $29.2K
4.92K $427K
VLUE
Ishares Msci Usa Value Factor

ETFs
315
+ 48.99%
$104.89 - $113.56 $33K - $35.8K
958 $102K
NUE
Nucor Corp

Basic Materials
206
+ 7.21%
$114.48 - $142.52 $23.6K - $29.4K
3.06K $368K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
184
+ 5.26%
$152.57 - $163.66 $28.1K - $30.1K
3.68K $576K
CCJ
Cameco Corp

Energy
933
+ 315.2%
$40.64 - $56.86 $37.9K - $53.1K
1.23K $50K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
606
+ 4.56%
$50.87 - $51.09 $30.8K - $31K
13.9K $709K
AZN
Astrazeneca PLC

Healthcare
86
+ 2.48%
$65.37 - $77.96 $5.62K - $6.7K
3.56K $261K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
646
+ 25.25%
$46.86 - $50.66 $30.3K - $32.7K
3.2K $155K
MPC
Marathon Petroleum Corp

Energy
96
+ 3.01%
$134.72 - $159.03 $12.9K - $15.3K
3.29K $478K
TYL
Tyler Technologies Inc

Technology
58
+ 68.24%
$553.41 - $646.74 $32.1K - $37.5K
143 $83K
TSN
Tyson Foods, Inc.

Consumer Defensive
359
+ 19.97%
$54.27 - $63.81 $19.5K - $22.9K
2.16K $137K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
619
+ 68.78%
$67.24 - $84.27 $41.6K - $52.2K
1.52K $103K
VPN
Global X Fds Data Ctr Reits &

ETFs
2.14K
+ 259.42%
N/A
2.96K $47K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
624
+ 30.22%
$77.91 - $92.26 $48.6K - $57.6K
2.69K $213K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.13K
+ 1044.12%
$14.13 - $16.72 $30.1K - $35.6K
2.33K $36K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.87K
+ 14.64%
$16.57 - $18.85 $97.3K - $111K
46K $764K
NXPI
Nxp Semiconductors N.V.

Technology
268
+ 27.69%
$189.99 - $245.86 $50.9K - $65.9K
1.24K $234K
D
Dominion Energy, Inc

Utilities
393
+ 8.2%
$52.85 - $57.43 $20.8K - $22.6K
5.18K $290K
EW
Edwards Lifesciences Corp

Healthcare
525
+ 15.26%
$67.95 - $76.19 $35.7K - $40K
3.97K $287K
TT
Trane Technologies PLC

Industrials
170
+ 22.02%
$332.0 - $400.86 $56.4K - $68.1K
942 $317K
CHDN
Churchill Downs Inc

Consumer Cyclical
330
+ 154.93%
$106.5 - $132.91 $35.1K - $43.9K
543 $60K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.24K
+ 15.59%
$25.08 - $25.39 $31.1K - $31.5K
9.19K $232K
BEN
Franklin Resources Inc

Financial Services
1.69K
+ 79.76%
$18.92 - $22.24 $31.9K - $37.5K
3.8K $73K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
1.51K
+ 629.17%
N/A
1.75K $35K
CMI
Cummins Inc

Industrials
258
+ 18.27%
$312.92 - $386.07 $80.7K - $99.6K
1.67K $523K
UPS
United Parcel Service Inc

Industrials
1.03K
+ 19.89%
$109.66 - $136.26 $113K - $141K
6.23K $684K
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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