CIK 1567993
Colonial Trust Advisors
Institutional 13F holdings & portfolio
Holdings
713
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 347K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 151K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 84K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 230K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 137K | $1M+ | SH |
| LLY | LILLY ELI & CO COM | 37K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO COM | 111K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 145K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 136K | $1M+ | SH |
| V | VISA INC COM CL A | 80K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 26K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW COM | 24K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC COM | 110K | $1M+ | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 283K | $1M+ | SH |
| WMT | WALMART INC COM | 176K | $1M+ | SH |
| HD | HOME DEPOT INC COM | 53K | $1M+ | SH |
| ORCL | ORACLE CORP COM | 94K | $1M+ | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 172K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO COM | 116K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 137K | $1M+ | SH |
| UNP | UNION PAC CORP COM | 66K | $1M+ | SH |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 293K | $1M+ | SH |
| IJH | ISHARES S&P MIDCAP FUND | 225K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 22K | $1M+ | SH |
| ETN | EATON CORP PLC SHS | 45K | $1M+ | SH |
| BX | BLACKSTONE GROUP INC COM | 92K | $1M+ | SH |
| AMAT | APPLIED MATLS INC COM | 55K | $1M+ | SH |
| FLOT | ISHARES FLOATING RATE BOND ETF | 266K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC COM | 54K | $1M+ | SH |
| WM | WASTE MGMT INC DEL COM | 60K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 42K | $1M+ | SH |
| KO | COCA COLA CO COM | 185K | $1M+ | SH |
| TJX | TJX COS INC NEW COM | 83K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 25K | $1M+ | SH |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | 255K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 41K | $1M+ | SH |
| PEP | PEPSICO INC COM | 74K | $1M+ | SH |
| SYK | STRYKER CORPORATION COM | 30K | $1M+ | SH |
| CVX | CHEVRON CORP NEW COM | 68K | $1M+ | SH |
| CTAS | CINTAS CORP COM | 55K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 30K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 25K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 32K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 16K | $1M+ | SH |
| DIS | WALT DISNEY CO | 81K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP COM | 90K | $1M+ | SH |
| STE | STERIS PLC SHS USD | 35K | $1M+ | SH |
| CSCO | CISCO SYS INC COM | 112K | $1M+ | SH |
| DE | DEERE & CO COM | 18K | $1M+ | SH |
| GLD | SPDR GOLD SHARES | 20K | $1M+ | SH |