Colonial Trust Advisors Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$1.3B

Holdings

684

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (684 positions)

StockValue
VSTVISTRA CORP COM
$10K
PLDPROLOGIS INC. COM
$10K
HWMHOWMET AEROSPACE INC COM
$10K
ARMARM HOLDINGS PLC SPONSORED ADS
$9K
SPGSIMON PPTY GROUP INC NEW COM
$9K
PATHUIPATH INC CL A
$9K
LACLITHIUM AMERS CORP NEW COM SHS
$9K
MARAMARA HOLDINGS INC COM
$9K
JCIJOHNSON CTLS INTL PLC SHS
$9K
ON 0 05/01/27ON SEMICONDUCTOR CORP 0 05/01/2027
$9K
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
$9K
DIVGLOBAL X SUPER DIVIDEND U.S. ETF
$9K
VPLVANGUARD FTSE PACIFIC ETF
$9K
TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST 0.25 03/15/2026
$9K
FQIDIGITAL RLTY TR INC COM
$9K
TDOCTELADOC HEALTH INC COM
$9K
WRLDWORLD ACCEP CORPORATION COM
$8K
HRHEALTHCARE TR AMER INC CL A NEW
$8K
PHOINVESCO WATER RESOURCES ETF
$8K
ZMZOOM VIDEO COMMUNICATIONS INC CL A
$8K
JAAAJANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
$8K
NRANRG ENERGY INC COM NEW
$8K
STAASTAAR SURGICAL CO COM PAR $0.01
$8K
TRGPTARGA RES CORP COM
$8K
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$8K
SWKSTANLEY BLACK & DECKER INC COM
$8K
HLTHILTON WORLDWIDE HLDGS INC COM
$8K
FIGFIGMA INC CLASS A COM STK
$8K
SHVISHARES SHORT TREASURY BOND ETF
$8K
SRPTSAREPTA THERAPEUTICS INC COM
$8K
FNBF N B CORP COM
$8K
BHVNBIOHAVEN LTD COM
$8K
RIGTRANSOCEAN LTD REGISTERED SHS
$7K
ALCALCON AG ORD SHS
$7K
WRBBERKLEY W R CORP COM
$7K
YUMCYUM CHINA HLDGS INC COM
$7K
XYLXYLEM INC COM
$7K
CRWDCROWDSTRIKE HLDGS INC CL A
$7K
CLFCLEVELAND-CLIFFS INC NEW COM
$7K
DWDMORGAN STANLEY COM NEW
$7K
CPBCAMPBELL SOUP CO COM
$7K
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
$7K
BIZDVANECK BDC INCOME ETF
$7K
DLXDELUXE CORP COM
$7K
LWLAMB WESTON HLDGS INC COM
$7K
ADMARCHER DANIELS MIDLAND CO COM
$7K
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
$7K
CODICOMPASS DIVERSIFIED SH BEN INT
$7K
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$7K
VSHVISHAY INTERTECHNOLOGY INC COM
$7K
KRBNKRANESHARES GLOBAL CARBON ETF
$6K
EMNEASTMAN CHEM CO COM
$6K
DALDELTA AIR LINES INC DEL COM NEW
$6K
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$6K
SNAPSNAP INC CL A
$6K
ETHZETHZILLA CORPORATION COM SHS
$6K
HCAHCA HEALTHCARE INC COM
$6K
INMDINMODE LTD SHS
$6K
LMNRLIMONEIRA CO COM
$6K
DJTWWTRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529
$6K
BF/BBROWN FORMAN CORP CL B
$6K
ACGLARCH CAP GROUP LTD ORD
$6K
TIPISHARES TIPS BOND ETF
$6K
WRBYWARBY PARKER INC CL A COM
$6K
AEBAALLETE INC COM NEW
$6K
SONYSONY GROUP CORPORATION SPONSORED ADR
$5K
VLTOVERALTO CORP COM SHS
$5K
CBCHUBB LIMITED COM
$5K
BMOBANK MONTREAL QUE COM
$5K
VGITVANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF
$5K
TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
$5K
VLOVALERO ENERGY CORP COM
$5K
EQHEQUITABLE HLDGS INC COM
$5K
ENRENERGIZER HLDGS INC NEW COM
$5K
LPLALPL FINL HLDGS INC COM
$5K
AMCAMC ENTMT HLDGS INC CL A COM
$5K
GBILACCESS TREASURY 0-1 YEAR ETF
$5K
QSQUANTUMSCAPE CORP COM CL A
$5K
ULTAULTA BEAUTY INC COM
$5K
TTDTHE TRADE DESK INC COM CL A
$5K
REGREGENCY CTRS CORP COM
$5K
OXYOCCIDENTAL PETE CORP COM
$5K
BUYIELDMAX TSLA OPTION INCOME STRATEGY ETF
$5K
CCLCARNIVAL CORP PAIRED CTF
$5K
SOUNSOUNDHOUND AI INC CLASS A COM
$5K
PSKYPARAMOUNT SKYDANCE CORP COM CL B
$5K
HLNHALEON PLC SPON ADS
$5K
VNTVONTIER CORPORATION COM
$5K
NWSANEWS CORP NEW CL A
$5K
STSENSATA TECHNOLOGIES HLDG PLC SHS
$5K
ONON SEMICONDUCTOR CORP COM
$4K
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$4K
WABWABTEC COM
$4K
CEGCONSTELLATION ENERGY CORP COM
$4K
EXPEEXPEDIA GROUP INC COM NEW
$4K
CMGCHIPOTLE MEXICAN GRILL INC COM
$4K
DOCHEALTHPEAK PROPERTIES INC COM
$4K
DGDOLLAR GEN CORP NEW COM
$4K
GWWGRAINGER W W INC COM
$4K
BEPCBROOKFIELD RENEWABLE CORP CL A EX SUB VTG
$4K
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