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 151–200 of 713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DEO | DIAGEO PLC SPON ADR NEW | 5K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC COM | 4K | $100K–$500K | SH |
| FBNC | FIRST BANCORP N C COM | 9K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO COM | 5K | $100K–$500K | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC N C CL A | 200 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO COM | 1K | $100K–$500K | SH |
| PRK | PARK NATL CORP COM | 3K | $100K–$500K | SH |
| CMI | CUMMINS INC COM | 770 | $100K–$500K | SH |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 4K | $100K–$500K | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 3K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 1K | $100K–$500K | SH |
| TSLA | TESLA INC COM | 820 | $100K–$500K | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX US INDEX FUND | 5K | $100K–$500K | SH |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 10K | $100K–$500K | SH |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | 2K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW COM | 4K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 3K | $100K–$500K | SH |
| PRFZ | INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF | 7K | $100K–$500K | SH |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | 6K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 2K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC COM | 1K | $100K–$500K | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 2K | $100K–$500K | SH |
| SCHM | SCHWAB U.S. MID-CAP ETF | 10K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC COM | 2K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC COM | 1K | $100K–$500K | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 2K | $100K–$500K | SH |
| FAST | FASTENAL CO COM | 7K | $100K–$500K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | 2K | $100K–$500K | SH |
| VXF | VANGUARD EXTENDED MARKET ETF | 1K | $100K–$500K | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 2K | $100K–$500K | SH |
| GDX | VANECK VECTORS GOLD MINERS ETF | 3K | $100K–$500K | SH |
| T | AT&T INC COM | 11K | $100K–$500K | SH |
| IAU | ISHARES COMEX GOLD TRUST | 3K | $100K–$500K | SH |
| WELL | WELLTOWER INC COM | 1K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC COM | 2K | $100K–$500K | SH |
| CRWV | COREWEAVE INC COM CL A | 3K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION COM | 1K | $100K–$500K | SH |
| SFST | SOUTHERN FIRST BANCSHARES COM | 5K | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S ADR | 5K | $100K–$500K | SH |
| SMLF | ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF | 3K | $100K–$500K | SH |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND | 3K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION COM | 4K | $100K–$500K | SH |
| TOST | TOAST INC CL A | 6K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP COM | 257 | $100K–$500K | SH |
| D | DOMINION ENERGY INC COM | 4K | $100K–$500K | SH |
| LRGF | ISHARES MSCI USA MULTIFACTOR ETF | 3K | $100K–$500K | SH |
| AON | AON PLC SHS CL A | 575 | $100K–$500K | SH |
| SLV | ISHARES SILVER TRUST | 3K | $100K–$500K | SH |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | 5K | $100K–$500K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 1K | $100K–$500K | SH |