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 51–100 of 713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC COM | 2K | $1M+ | SH |
| NFLX | NETFLIX INC COM | 83K | $1M+ | SH |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 387K | $1M+ | SH |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 363K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 15K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC COM | 89K | $1M+ | SH |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 374K | $1M+ | SH |
| ECL | ECOLAB INC COM | 26K | $1M+ | SH |
| CME | CME GROUP INC COM | 24K | $1M+ | SH |
| VIK | VIKING HOLDINGS LTD ORD SHS | 93K | $1M+ | SH |
| NKE | NIKE INC CL B | 103K | $1M+ | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 87K | $1M+ | SH |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 322K | $1M+ | SH |
| ASML | ASML HOLDING N V N Y REGISTRY SHS | 6K | $1M+ | SH |
| TXN | TEXAS INSTRS INC COM | 34K | $1M+ | SH |
| TFC | TRUIST FINL CORP COM | 119K | $1M+ | SH |
| EW | EDWARDS LIFESCIENCES CORP COM | 67K | $1M+ | SH |
| SPGI | S&P GLOBAL INC COM | 11K | $1M+ | SH |
| IBB | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND | 33K | $1M+ | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 59K | $1M+ | SH |
| BSCU | INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | 323K | $1M+ | SH |
| CCJ | CAMECO CORP COM | 57K | $1M+ | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 98K | $1M+ | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 100K | $1M+ | SH |
| IJR | ISHARES S&P SMALL-CAP FUND | 41K | $1M+ | SH |
| NOW | SERVICENOW INC COM | 31K | $1M+ | SH |
| MCD | MCDONALDS CORP COM | 15K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC COM | 54K | $1M+ | SH |
| PSX | PHILLIPS 66 COM | 33K | $1M+ | SH |
| PSA | PUBLIC STORAGE OPER CO COM | 15K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 11K | $1M+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 40K | $1M+ | SH |
| BSCV | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | 205K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF | 5K | $1M+ | SH |
| YUM | YUM BRANDS INC COM | 20K | $1M+ | SH |
| RTX | RTX CORPORATION COM | 16K | $1M+ | SH |
| EOG | EOG RES INC COM | 27K | $1M+ | SH |
| DGX | QUEST DIAGNOSTICS INC COM | 16K | $1M+ | SH |
| FDX | FEDEX CORP COM | 9K | $1M+ | SH |
| CET | CENTRAL SECS CORP COM | 51K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 20K | $1M+ | SH |
| ZTS | ZOETIS INC CL A | 18K | $1M+ | SH |
| O | REALTY INCOME CORP COM | 41K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 13K | $1M+ | SH |
| CLH | CLEAN HARBORS INC COM | 9K | $1M+ | SH |
| WMB | WILLIAMS COS INC COM | 36K | $1M+ | SH |
| BAC | BK OF AMERICA CORP COM | 39K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP COM | 7K | $1M+ | SH |
| AS | AMER SPORTS INC COM SHS | 56K | $1M+ | SH |
| BLK | BLACKROCK INC COM | 2K | $1M+ | SH |