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 401–450 of 713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IXN | ISHARES GLOBAL TECH ETF | 294 | $15K–$50K | SH |
| SOLV | SOLVENTUM CORP COM SHS | 387 | $15K–$50K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF | 50 | $15K–$50K | SH |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 375 | $15K–$50K | SH |
| Q | QNITY ELECTRONICS INC COMMON STOCK | 361 | $15K–$50K | SH |
| MFM | MFS MUN INCOME TR SH BEN INT | 5K | $15K–$50K | SH |
| GILD | GILEAD SCIENCES INC COM | 236 | $15K–$50K | SH |
| MSB | MESABI TR CTF BEN INT | 750 | $15K–$50K | SH |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | 460 | $15K–$50K | SH |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | 250 | $15K–$50K | SH |
| MU | MICRON TECHNOLOGY INC COM | 97 | $15K–$50K | SH |
| TOL | TOLL BROTHERS INC COM | 205 | $15K–$50K | SH |
| COHR | COHERENT CORP COM | 150 | $15K–$50K | SH |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | 451 | $15K–$50K | SH |
| STXD | STRIVE 1000 DIVIDEND GROWTH ETF | 740 | $15K–$50K | SH |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 60 | $15K–$50K | SH |
| KHYB | KRANESHARES ASIA PACIFIC HIGH INCOME USD BOND ETF | 1K | $15K–$50K | SH |
| VB | VANGUARD SMALL-CAP INDEX FUND | 103 | $15K–$50K | SH |
| IYC | ISHARES U.S. CONSUMER SERVICES ETF | 255 | $15K–$50K | SH |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | 174 | $15K–$50K | SH |
| SBUX | STARBUCKS CORP COM | 301 | $15K–$50K | SH |
| BN | BROOKFIELD ASSET MGMT INC CL A LTD VT SH | 550 | $15K–$50K | SH |
| CHD | CHURCH & DWIGHT CO INC COM | 300 | $15K–$50K | SH |
| PBE | INVESCO BIOTECHNOLOGY & GENOME ETF | 304 | $15K–$50K | SH |
| ETHA | ISHARES ETHEREUM TRUST ETF | 1K | $15K–$50K | SH |
| DBEF | X-TRACKERS MSCI EAFE HEDGED EQUITY ETF | 500 | $15K–$50K | SH |
| WTRG | ESSENTIAL UTILS INC COM | 625 | $15K–$50K | SH |
| GL | GLOBE LIFE INC COM | 168 | $15K–$50K | SH |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 325 | $15K–$50K | SH |
| COIN | COINBASE GLOBAL INC COM CL A | 101 | $15K–$50K | SH |
| PRU | PRUDENTIAL FINL INC COM | 200 | $15K–$50K | SH |
| ZS | ZSCALER INC COM | 100 | $15K–$50K | SH |
| NEM | NEWMONT CORP COM | 221 | $15K–$50K | SH |
| OKE | ONEOK INC NEW COM | 300 | $15K–$50K | SH |
| FMC | FMC CORP COM NEW | 2K | $15K–$50K | SH |
| VLO | VALERO ENERGY CORP COM | 130 | $15K–$50K | SH |
| FTHY | FIRST TR HIGH YIELD OPPRT 2027 COM | 2K | $15K–$50K | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 99 | $15K–$50K | SH |
| ALB | ALBEMARLE CORP COM | 146 | $15K–$50K | SH |
| PPG | PPG INDS INC COM | 200 | $15K–$50K | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 625 | $15K–$50K | SH |
| SYY | SYSCO CORP COM | 275 | $15K–$50K | SH |
| INTF | ISHARES MSCI INTL MULTIFACTOR ETF | 520 | $15K–$50K | SH |
| BK | BANK NEW YORK MELLON CORP COM | 169 | $15K–$50K | SH |
| PFF | ISHARES PREFERRED AND INCOME SECURITIES ETF | 625 | $15K–$50K | SH |
| IREN | IREN LIMITED ORDINARY SHARES | 500 | $15K–$50K | SH |
| CWEN.A | CLEARWAY ENERGY INC CL A | 600 | $15K–$50K | SH |
| DTE | DTE ENERGY CO COM | 145 | $15K–$50K | SH |
| MRSH | MARSH & MCLENNAN COS INC COM | 100 | $15K–$50K | SH |
| TIP | ISHARES TIPS BOND ETF | 168 | $15K–$50K | SH |