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
UL
Unilever PLC

Consumer Defensive
53
+ 0.57%
$54.72 - $60.29 $2.9K - $3.2K
9.31K $554K
XLB
Select Sector Spdr Fd Material

ETFs
241
+ 5.07%
$83.19 - $90.99 $20K - $21.9K
4.99K $429K
CPRT
Copart Inc

Consumer Cyclical
586
+ 16.48%
$52.3 - $59.83 $30.6K - $35.1K
4.14K $234K
EWY
Ishares Inc Msci South Korea E

ETFs
540
+ 325.3%
$51.16 - $58.46 $27.6K - $31.6K
706 $38K
WCN
Waste Connections, Inc.

Industrials
136
+ 89.47%
$169.89 - $195.19 $23.1K - $26.5K
288 $56K
VEU
Vanguard Ftse All World Ex Us

ETFs
418
+ 27.25%
$56.51 - $62.98 $23.6K - $26.3K
1.95K $118K
RWR
Spdr Dow Jones Reit ETF

ETFs
300
+ 21.08%
$95.15 - $104.06 $28.5K - $31.2K
1.72K $170K
NEU
Newmarket Corp

Basic Materials
50
+ 185.19%
$482.93 - $570.11 $24.1K - $28.5K
77 $43K
SPOT
Spotify Technology S.A.

Communication Services
14
+ 6.97%
$457.79 - $648.32 $6.41K - $9.08K
215 $118K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
531
+ 80.95%
$60.91 - $71.4 $32.3K - $37.9K
1.19K $73K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
115
+ 6.03%
$73.71 - $87.55 $8.48K - $10.1K
2.02K $175K
FTSL
First Trust Senior Ln Fund

ETFs
760
+ 7.99%
$45.65 - $46.48 $34.7K - $35.3K
10.3K $468K
VTR
Ventas, Inc.

Real Estate
396
+ 175.22%
$56.9 - $70.47 $22.5K - $27.9K
622 $42K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
403
+ 130.0%
$71.9 - $77.57 $29K - $31.3K
713 $52K
BKR
Baker Hughes CO

Energy
449
+ 15.87%
$41.16 - $48.85 $18.5K - $21.9K
3.28K $144K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.8K
+ 224.66%
$9.49 - $14.83 $17.1K - $26.8K
2.61K $35K
VTWO
Vanguard Russell 2000 ETF

ETFs
816
+ 18.81%
$80.08 - $92.93 $65.3K - $75.8K
5.16K $415K
FOXA
Fox Corp

Communication Services
431
+ 86.55%
$47.9 - $58.0 $20.6K - $25K
929 $52K
SPTS
Spdr Portfolio Short Term Trea

ETFs
678
+ 1.94%
$28.92 - $29.24 $19.6K - $19.8K
35.7K $1.04M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
286
+ 794.44%
$95.53 - $112.45 $27.3K - $32.2K
322 $31K
TRU
Trans Union

Industrials
365
+ 194.15%
$80.45 - $100.25 $29.4K - $36.6K
553 $45K
CHTR
Charter Communications, Inc.

Communication Services
66
+ 69.47%
$334.89 - $384.77 $22.1K - $25.4K
161 $59K
AEM
Agnico Eagle Mines LTD

Basic Materials
232
+ 454.9%
$79.66 - $108.41 $18.5K - $25.2K
283 $30K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
2.99K
+ 109.4%
$8.58 - $8.9 $25.7K - $26.6K
5.72K $50K
BA
Boeing CO

Industrials
303
+ 7.65%
$148.15 - $186.25 $44.9K - $56.4K
4.27K $727K
ROP
Roper Technologies Inc

Industrials
3
+ 0.84%
$502.71 - $593.81 $1.51K - $1.78K
359 $211K
EMB
Ishares Tr

ETFs
242
+ 9.48%
$88.64 - $92.03 $21.5K - $22.3K
2.79K $253K
LKQ
Lkq Corp

Consumer Cyclical
428
+ 30.16%
$36.24 - $44.05 $15.5K - $18.9K
1.85K $78K
LYV
Live Nation Entertainment, Inc.

Communication Services
196
+ 94.23%
$115.79 - $154.66 $22.7K - $30.3K
404 $52K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
1K
+ 14.81%
N/A
7.75K $197K
CMS
Cms Energy Corp

Utilities
185
+ 14.44%
$64.99 - $75.11 $12K - $13.9K
1.47K $110K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
176
+ 3.6%
$110.75 - $119.78 $19.5K - $21.1K
5.07K $585K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
764
+ 240.25%
$26.05 - $30.88 $19.9K - $23.6K
1.08K $33K
IDEV
Ishares Core Msci Intl Develop

ETFs
254
+ 18.49%
$63.77 - $71.36 $16.2K - $18.1K
1.63K $112K
IGHG
Proshares Investment Grade Int

ETFs
320
+ 155.34%
$76.51 - $78.81 $24.5K - $25.2K
526 $40K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
804
+ 35.43%
$25.21 - $26.38 $20.3K - $21.2K
3.07K $81K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
267
+ 34.5%
$161.27 - $192.3 $43.1K - $51.3K
1.04K $167K
IBMO
Ishares Tr Ibonds December 202

ETFs
922
+ 13.86%
$25.45 - $25.6 $23.5K - $23.6K
7.57K $193K
IYK
Ishares U.S. Consumer Staples

ETFs
306
+ 102.0%
$63.29 - $71.8 $19.4K - $22K
606 $43K
GDDY
Go Daddy Inc.

Technology
136
+ 591.3%
$172.13 - $214.35 $23.4K - $29.2K
159 $28K
EPI
Wisdomtree Tr India Earnings F

ETFs
678
+ 17.45%
$40.08 - $45.85 $27.2K - $31.1K
4.56K $199K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
1.54K
+ 12.27%
$14.22 - $14.83 $21.9K - $22.8K
14.1K $203K
MNST
Monster Beverage Corp

Consumer Defensive
163
+ 7.17%
$46.16 - $58.58 $7.52K - $9.55K
2.44K $142K
NSP
Insperity, Inc.

Industrials
240
+ 279.07%
$69.6 - $94.21 $16.7K - $22.6K
326 $29K
PWV
Invesco Exchange Traded Fd Tr

ETFs
369
+ 69.36%
$56.58 - $60.89 $20.9K - $22.5K
901 $53K
ENB
Enbridge Inc

Energy
89
+ 0.95%
$41.54 - $45.45 $3.7K - $4.05K
9.5K $421K
CTRA
Coterra Energy Inc.

Energy
500
+ 23.36%
$25.51 - $29.83 $12.8K - $14.9K
2.64K $76K
IQDY
Flexshares International Quali

ETFs
498
+ 10.13%
$27.22 - $30.14 $13.6K - $15K
5.41K $157K
ISCG
Ishares Morningstar Small Cap

ETFs
670
+ 34.36%
$44.44 - $52.05 $29.8K - $34.9K
2.62K $118K
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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