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 451–500 of 713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UYG | PROSHARES ULTRA FINANCIALS | 200 | $15K–$50K | SH |
| CM | CANADIAN IMP BK COMM COM | 200 | $15K–$50K | SH |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 330 | $15K–$50K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | 359 | $15K–$50K | SH |
| PHIN | PHINIA INC COMMON STOCK | 275 | $15K–$50K | SH |
| EQT | EQT CORP COM | 320 | $15K–$50K | SH |
| HII | HUNTINGTON INGALLS INDS INC COM | 50 | $15K–$50K | SH |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | 432 | $15K–$50K | SH |
| ARKW | ARK NEXT GENERATION INTERNET ETF | 113 | $15K–$50K | SH |
| PFRL | PGIM FLOATING RATE INCOME ETF | 334 | $15K–$50K | SH |
| ES | EVERSOURCE ENERGY COM | 243 | $15K–$50K | SH |
| ISCB | ISHARES MORNINGSTAR SMALL-CAP ETF | 247 | $15K–$50K | SH |
| FITB | FIFTH THIRD BANCORP COM | 342 | $15K–$50K | SH |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | 200 | $15K–$50K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | 800 | $15K–$50K | SH |
| LAC | LITHIUM AMERS CORP NEW COM SHS | 4K | $15K–$50K | SH |
| AMTM | AMENTUM HOLDINGS INC COM | 538 | $15K–$50K | SH |
| AXON | AXON ENTERPRISE INC COM | 27 | $15K–$50K | SH |
| GFI | GOLD FIELDS LTD SPONSORED ADR | 350 | $15K–$50K | SH |
| FCX | FREEPORT-MCMORAN INC CL B | 300 | $15K–$50K | SH |
| EPP | ISHARES MSCI PACIFIC EX JAPAN ETF | 300 | $15K–$50K | SH |
| FCCO | FIRST CMNTY CORP S C COM | 508 | $15K–$50K | SH |
| XLP | CONSUMER STAPLES SELECT SECTOR SPDR FUND | 180 | $1K–$15K | SH |
| TSQ | TOWNSQUARE MEDIA INC CL A | 3K | $1K–$15K | SH |
| ITRI | ITRON INC COM | 150 | $1K–$15K | SH |
| STK | COLUMBIA SELIGM PREM TECH GRW COM | 378 | $1K–$15K | SH |
| CMPS | COMPASS PATHWAYS PLC SPONSORED ADS | 2K | $1K–$15K | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 65 | $1K–$15K | SH |
| GEN | GEN DIGITAL INC COM | 500 | $1K–$15K | SH |
| AMZY | YIELDMAX AMZN OPTION INCOME STRATEGY ETF | 1K | $1K–$15K | SH |
| MBC | MASTERBRAND INC COMMON STOCK | 1K | $1K–$15K | SH |
| FHN | FIRST HORIZON CORPORATION COM | 536 | $1K–$15K | SH |
| GLDM | SPDR GOLD MINISHARES TRUST | 150 | $1K–$15K | SH |
| SOLT | 2X SOLANA ETF | 2K | $1K–$15K | SH |
| EXE | EXPAND ENERGY CORPORATION COM | 113 | $1K–$15K | SH |
| CLX | CLOROX CO DEL COM | 123 | $1K–$15K | SH |
| SNV | SYNOVUS FINL CORP COM NEW | 247 | $1K–$15K | SH |
| ORLY | OREILLY AUTOMOTIVE INC COM | 135 | $1K–$15K | SH |
| OMC | OMNICOM GROUP INC COM | 152 | $1K–$15K | SH |
| CTRA | COTERRA ENERGY INC COM | 462 | $1K–$15K | SH |
| MSTR | STRATEGY INC CL A NEW | 80 | $1K–$15K | SH |
| IYH | ISHARES U.S. HEALTHCARE ETF | 185 | $1K–$15K | SH |
| WD | WALKER & DUNLOP INC COM | 200 | $1K–$15K | SH |
| CRM | SALESFORCE COM INC COM | 45 | $1K–$15K | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 174 | $1K–$15K | SH |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | 400 | $1K–$15K | SH |
| RPM | RPM INTL INC COM | 111 | $1K–$15K | SH |
| PFN | PIMCO INCOME STRATEGY FD II COM | 2K | $1K–$15K | SH |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | 200 | $1K–$15K | SH |
| QTUM | DEFIANCE QUANTUM ETF | 100 | $1K–$15K | SH |