Colonial Trust Advisors Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$1.2B

Holdings

751

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (751 positions)

StockValue
VMIVALMONT INDS INC COM
$13K
CEGCONSTELLATION ENERGY CORP COM
$13K
DBAINVESCO DB AGRICULTURE FUND
$13K
GWRE 1.25 03/15/25GUIDEWIRE SOFTWARE INC 1.25 03/15/2025
$13K
CLFCLEVELAND-CLIFFS INC NEW COM
$13K
JSCPJPMORGAN SHORT DURATION CORE PLUS ETF
$13K
RACEFERRARI N V COM
$13K
DFHDREAM FINDERS HOMES INC COM CL A
$13K
SMCISUPER MICRO COMPUTER INC COM NEW
$12K
MAAMID-AMER APT CMNTYS INC COM
$12K
NTAPNETAPP INC COM
$12K
WBAWALGREENS BOOTS ALLIANCE INC COM
$12K
AMTAMERICAN TOWER CORP NEW COM
$12K
IYHISHARES U.S. HEALTHCARE ETF
$12K
RIVNRIVIAN AUTOMOTIVE INC COM CL A
$12K
ON 0 05/01/27ON SEMICONDUCTOR CORP 0 05/01/2027
$12K
FDTFIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND
$12K
FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF
$11K
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$11K
WBDWARNER BROS DISCOVERY INC COM SER A
$11K
HBBHAMILTON BEACH BRANDS HLDG CO COM CL A
$11K
CAGCONAGRA BRANDS INC COM
$11K
LHLABORATORY CORP AMER HLDGS COM NEW
$11K
DDOGDATADOG INC CL A COM
$11K
TRMBTRIMBLE INC COM
$11K
CELHCELSIUS HLDGS INC COM NEW
$11K
FCCOFIRST CMNTY CORP S C COM
$11K
CGCARLYLE GROUP INC COM
$11K
USBUS BANCORP DEL COM NEW
$11K
NUENUCOR CORP COM
$11K
WIXWIX COM LTD SHS
$11K
NVTNVENT ELECTRIC PLC SHS
$11K
FITBFIFTH THIRD BANCORP COM
$10K
ORLYOREILLY AUTOMOTIVE INC COM
$10K
FUTYFIDELITY MSCI UTILITIES INDEX ETF
$10K
EMBISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
$10K
YUMCYUM CHINA HLDGS INC COM
$10K
RIGTRANSOCEAN LTD REGISTERED SHS
$10K
TRPTC ENERGY CORP COM
$10K
GLWCORNING INC COM
$10K
TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST 0.25 03/15/2026
$10K
TREXTREX CO INC COM
$10K
TTCTORO CO COM
$10K
ALBALBEMARLE CORP COM
$9K
CMPSCOMPASS PATHWAYS PLC SPONSORED ADS
$9K
DIVGLOBAL X SUPER DIVIDEND U.S. ETF
$9K
FELEFRANKLIN ELEC INC COM
$9K
NFGNATIONAL FUEL GAS CO COM
$9K
XYZSQUARE INC CL A
$9K
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
$9K
ABNBAIRBNB INC COM CL A
$9K
AMEAMETEK INC COM
$9K
CFRCULLEN FROST BANKERS INC COM
$9K
SPGSIMON PPTY GROUP INC NEW COM
$8K
HRHEALTHCARE RLTY TR CL A COM
$8K
WGO 1.5 04/01/25WINNEBAGO INDS INC 1.5 04/01/2025
$8K
FT2FIRST HORIZON CORPORATION COM
$8K
ECHISHARES MSCI CHILE ETF
$8K
AKAMAKAMAI TECHNOLOGIES INC COM
$8K
CMACOMERICA INC COM
$8K
PHOINVESCO WATER RESOURCES ETF
$8K
FQIDIGITAL RLTY TR INC COM
$8K
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$8K
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
$8K
AGIALAMOS GOLD INC NEW COM CL A
$8K
BTCGBPGRAYSCALE BITCOIN MINI TRUST (BTC)
$8K
AG8AGILENT TECHNOLOGIES INC COM
$8K
BIZDVANECK BDC INCOME ETF
$8K
HLNHALEON PLC SPON ADS
$8K
3M4MASIMO CORP COM
$8K
IEXIDEX CORP COM
$8K
OREUROSISKO GOLD ROYALTIES LTD COM
$7K
GMGENERAL MTRS CO COM
$7K
BALLBALL CORP COM
$7K
IEURISHARES CORE MSCI EUROPE ETF
$7K
ETSYETSY INC COM
$7K
7HPHP INC COM
$7K
SESEA LTD SPONSORD ADS
$7K
UPSTUPSTART HLDGS INC COM
$7K
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$7K
TMFCMOTLEY FOOL 100 INDEX ETF
$7K
HOODROBINHOOD MKTS INC COM CL A
$7K
KNSLKINSALE CAP GROUP INC COM
$7K
KTBKONTOOR BRANDS INC COM
$7K
SCHBSCHWAB U.S. BROAD MARKET ETF
$7K
HLTHILTON WORLDWIDE HLDGS INC COM
$7K
HPOSERVICE PPTYS TR COM SH BEN INT
$7K
DOCUDOCUSIGN INC COM
$7K
INMDINMODE LTD SHS
$7K
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$7K
PAYCPAYCOM SOFTWARE INC COM
$7K
BOKFBOK FINL CORP COM NEW
$7K
ADMARCHER DANIELS MIDLAND CO COM
$7K
FNBF N B CORP COM
$7K
CANETEUCRIUM SUGAR FUND
$7K
K6BKBR INC COM
$7K
ENRENERGIZER HLDGS INC NEW COM
$6K
SEESEALED AIR CORP NEW COM
$6K
AEHRAEHR TEST SYS COM
$6K
CPNGCOUPANG INC CL A
$6K
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