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 251–300 of 713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FBIN | FORTUNE BRANDS HOME & SEC INC COM | 2K | $100K–$500K | SH |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | 1K | $100K–$500K | SH |
| NUE | NUCOR CORP COM | 721 | $100K–$500K | SH |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | 1K | $100K–$500K | SH |
| MFC | MANULIFE FINL CORP COM | 3K | $100K–$500K | SH |
| PIFI | CLEARSHARES PITON INTERMEDIATE FIXED INCOME ETF | 1K | $100K–$500K | SH |
| SYFI | AB SHORT DURATION HIGH YIELD ETF | 3K | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 1K | $100K–$500K | SH |
| EQIX | EQUINIX INC COM | 144 | $100K–$500K | SH |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 800 | $100K–$500K | SH |
| SHEL | ROYAL DUTCH SHELL PLC SPONS ADR A | 1K | $100K–$500K | SH |
| CCI | CROWN CASTLE INTL CORP NEW COM | 1K | $100K–$500K | SH |
| JBHT | HUNT J B TRANS SVCS INC COM | 536 | $100K–$500K | SH |
| JOF | JAPAN SMALLER CAPITALIZATION F COM | 9K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC COM | 1K | $100K–$500K | SH |
| ROP | ROPER TECHNOLOGIES INC COM | 231 | $100K–$500K | SH |
| IYR | ISHARES U.S. REAL ESTATE ETF | 1K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC COM | 150 | $100K–$500K | SH |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 975 | $100K–$500K | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 1K | $50K–$100K | SH |
| SNOW | SNOWFLAKE INC CL A | 445 | $50K–$100K | SH |
| ATO | ATMOS ENERGY CORP COM | 568 | $50K–$100K | SH |
| ELV | ELEVANCE HEALTH INC | 269 | $50K–$100K | SH |
| SDS | PROSHARES ULTRASHORT S&P 500 | 1K | $50K–$100K | SH |
| AMT | AMERICAN TOWER CORP COM | 520 | $50K–$100K | SH |
| SUSA | ISHARES MSCI USA ESG SELECT ETF | 650 | $50K–$100K | SH |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 1K | $50K–$100K | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 2K | $50K–$100K | SH |
| COP | CONOCOPHILLIPS COM | 945 | $50K–$100K | SH |
| FSLR | FIRST SOLAR INC COM | 335 | $50K–$100K | SH |
| OEF | ISHARES S&P 100 ETF | 255 | $50K–$100K | SH |
| GPN | GLOBAL PMTS INC COM | 1K | $50K–$100K | SH |
| EMR | EMERSON ELEC CO COM | 654 | $50K–$100K | SH |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET | 831 | $50K–$100K | SH |
| MNST | MONSTER BEVERAGE CORP NEW COM | 1K | $50K–$100K | SH |
| CTVA | CORTEVA INC COM | 1K | $50K–$100K | SH |
| CNI | CANADIAN NATL RY CO COM | 850 | $50K–$100K | SH |
| SHOP | SHOPIFY INC CL A | 520 | $50K–$100K | SH |
| MTD | METTLER TOLEDO INTERNATIONAL COM | 60 | $50K–$100K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOBAL COM | 9K | $50K–$100K | SH |
| IYF | ISHARES U.S. FINANCIALS ETF | 646 | $50K–$100K | SH |
| J | JACOBS ENGR GROUP INC COM | 621 | $50K–$100K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 363 | $50K–$100K | SH |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | 670 | $50K–$100K | SH |
| MET | METLIFE INC COM | 1K | $50K–$100K | SH |
| GIS | GENERAL MLS INC COM | 2K | $50K–$100K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC COM | 173 | $50K–$100K | SH |
| LULU | LULULEMON ATHLETICA INC COM | 375 | $50K–$100K | SH |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 2K | $50K–$100K | SH |
| TMUS | T-MOBILE US INC COM | 367 | $50K–$100K | SH |