Colonial Trust Advisors Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$1.0B

Holdings

1,022

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (1,022 positions)

StockValue
DOCUDOCUSIGN INC COM
$10K
INMDINMODE LTD SHS
$9K
PTCPTC INC COM
$9K
FELEFRANKLIN ELEC INC COM
$9K
ETSYETSY INC COM
$9K
FITBFIFTH THIRD BANCORP COM
$9K
AKAMAKAMAI TECHNOLOGIES INC COM
$9K
GWRE 1.25 03/15/25GUIDEWIRE SOFTWARE INC 1.25 03/15/2025
$9K
ZWSZURN ELKAY WATER SOLNS CORP COM
$9K
RIVNRIVIAN AUTOMOTIVE INC COM CL A
$9K
CFRCULLEN FROST BANKERS INC COM
$9K
FCCOFIRST CMNTY CORP S C COM
$9K
TSQTOWNSQUARE MEDIA INC CL A
$9K
WIXWIX COM LTD SHS
$9K
ELLAUDER ESTEE COS INC CL A
$9K
BBYBEST BUY INC COM
$9K
DIVGLOBAL X SUPER DIVIDEND U.S. ETF
$9K
GSLCGOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
$9K
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
$9K
CMACOMERICA INC COM
$9K
IEXIDEX CORP COM
$9K
TRPTC ENERGY CORP COM
$9K
FUTYFIDELITY MSCI UTILITIES INDEX ETF
$8K
3M4MASIMO CORP COM
$8K
FT2FIRST HORIZON CORPORATION COM
$8K
ADMARCHER DANIELS MIDLAND CO COM
$8K
DJTWWTRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529
$8K
TDTORONTO DOMINION BK ONT COM NEW
$8K
IBNICICI BANK LIMITED ADR
$8K
IBITISHARES BITCOIN TRUST REGISTERED
$8K
AZNASTRAZENECA PLC SPONSORED ADR
$8K
NFGNATIONAL FUEL GAS CO COM
$8K
TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST 0.25 03/15/2026
$8K
BIZDVANECK BDC INCOME ETF
$8K
PAYCPAYCOM SOFTWARE INC COM
$8K
CITCINTAS CORP COM
$8K
ECHISHARES MSCI CHILE ETF
$8K
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
$8K
AG8AGILENT TECHNOLOGIES INC COM
$8K
VLOVALERO ENERGY CORP COM
$8K
0VVBVIACOMCBS INC CL B
$8K
NSYNICE LTD SPONSORED ADR
$8K
BALLBALL CORP COM
$8K
SHVISHARES SHORT TREASURY BOND ETF
$8K
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
$8K
STLASTELLANTIS N.V SHS
$8K
PHOINVESCO WATER RESOURCES ETF
$8K
BLDTOPBUILD CORP COM
$7K
NCNONCINO INC COM
$7K
FQIDIGITAL RLTY TR INC COM
$7K
ROKROCKWELL AUTOMATION INC COM
$7K
WRLDWORLD ACCEP CORPORATION COM
$7K
VFCV F CORP COM
$7K
UCBUNITED CMNTY BKS BLAIRSVLE GA COM
$7K
WEXWEX INC COM
$7K
KBESPDR S&P BANK ETF
$7K
STMSTMICROELECTRONICS N V NY REGISTRY
$7K
NYTNEW YORK TIMES CO CL A
$7K
PUBMPUBMATIC INC COM CL A
$7K
IEURISHARES CORE MSCI EUROPE ETF
$7K
TOLTOLL BROTHERS INC COM
$7K
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS
$7K
EMBCEMBECTA CORP COMMON STOCK
$7K
SEESEALED AIR CORP NEW COM
$7K
OREUROSISKO GOLD ROYALTIES LTD COM
$7K
HRHEALTHCARE RLTY TR CL A COM
$7K
HLIHOULIHAN LOKEY INC CL A
$7K
LCIILCI INDS COM
$7K
ROADCONSTRUCTION PARTNERS INC COM CL A
$7K
HP5AEQUITY COMWLTH COM SH BEN INT
$6K
DRLLSTRIVE U.S. ENERGY ETF
$6K
TMFCMOTLEY FOOL 100 INDEX ETF
$6K
SPLBSPDR PORTFOLIO LONG TERM CORPORATE BOND ETF
$6K
VTRSVIATRIS INC COM
$6K
TDOCTELADOC HEALTH INC COM
$6K
PAASPAN AMERN SILVER CORP COM
$6K
ENRENERGIZER HLDGS INC NEW COM
$6K
AGIALAMOS GOLD INC NEW COM CL A
$6K
BOKFBOK FINL CORP COM NEW
$6K
FLBRFRANKLIN FTSE BRAZIL ETF FRANKLIN FTSE BRAZIL FUND
$6K
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
$6K
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$5K
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$5K
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$5K
APPNAPPIAN CORP CL A
$5K
TIPISHARES TIPS BOND ETF
$5K
OKTAOKTA INC CL A
$5K
FFORD MTR CO DEL COM
$5K
BOCBOSTON OMAHA CORP CL A COM STK
$5K
INDAISHARES MSCI INDIA INDEX FUND
$5K
ILFISHARES LATIN AMERICA 40 ETF
$5K
PRIPRIMERICA INC COM
$5K
HLMNHILLMAN SOLUTIONS CORP COM
$5K
REGREGENCY CTRS CORP COM
$5K
FDSFACTSET RESH SYS INC COM
$5K
INTFISHARES MSCI INTL MULTIFACTOR ETF
$5K
AEBAALLETE INC COM NEW
$5K
TLRYEURTILRAY INC COM CL 2
$5K
STZCONSTELLATION BRANDS INC CL A
$5K
TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
$5K
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