Colonial Trust Advisors Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$1.1B

Holdings

678

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (678 positions)

StockValue
SPGSIMON PPTY GROUP INC NEW COM
$9K
FELEFRANKLIN ELEC INC COM
$8K
CCAPCRESCENT CAP BDC INC COM
$8K
CPRICAPRI HOLDINGS LIMITED SHS
$8K
CMACOMERICA INC COM
$8K
MARAMARA HOLDINGS INC COM
$8K
EMNEASTMAN CHEM CO COM
$8K
TDOCTELADOC HEALTH INC COM
$8K
DLXDELUXE CORP COM
$8K
BIZDVANECK BDC INCOME ETF
$8K
HRHEALTHCARE RLTY TR CL A COM
$8K
PLDPROLOGIS INC. COM
$8K
WGO 1.5 04/01/25WINNEBAGO INDS INC 1.5 04/01/2025
$8K
AKAMAKAMAI TECHNOLOGIES INC COM
$8K
SHVISHARES SHORT TREASURY BOND ETF
$8K
BKBANK NEW YORK MELLON CORP COM
$8K
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
$8K
CELHCELSIUS HLDGS INC COM NEW
$8K
PHOINVESCO WATER RESOURCES ETF
$8K
CMPSCOMPASS PATHWAYS PLC SPONSORED ADS
$8K
HLTHILTON WORLDWIDE HLDGS INC COM
$7K
GWWGRAINGER W W INC COM
$7K
IEXIDEX CORP COM
$7K
STAASTAAR SURGICAL CO COM PAR $0.01
$7K
VSHVISHAY INTERTECHNOLOGY INC COM
$7K
ETSYETSY INC COM
$7K
BUYIELDMAX TSLA OPTION INCOME STRATEGY ETF
$7K
AG8AGILENT TECHNOLOGIES INC COM
$7K
ENRENERGIZER HLDGS INC NEW COM
$7K
FNBF N B CORP COM
$7K
HLNHALEON PLC SPON ADS
$7K
BOKFBOK FINL CORP COM NEW
$7K
INMDINMODE LTD SHS
$7K
JCIJOHNSON CTLS INTL PLC SHS
$7K
GILDGILEAD SCIENCES INC COM
$6K
HBBHAMILTON BEACH BRANDS HLDG CO COM CL A
$6K
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$6K
HPEHEWLETT PACKARD ENTERPRISE CO COM
$6K
SEESEALED AIR CORP NEW COM
$6K
BALLBALL CORP COM
$6K
MCHPMICROCHIP TECHNOLOGY INC. COM
$6K
KRBNKRANESHARES GLOBAL CARBON ETF
$6K
K6BKBR INC COM
$6K
RBLXROBLOX CORP CL A
$6K
TRVCCITIGROUP INC COM NEW
$6K
PEOEXELON CORP COM
$6K
SOUNSOUNDHOUND AI INC CLASS A COM
$6K
STLASTELLANTIS N.V SHS
$6K
ONON SEMICONDUCTOR CORP COM
$6K
ADMARCHER DANIELS MIDLAND CO COM
$6K
WRLDWORLD ACCEP CORPORATION COM
$6K
KMIKINDER MORGAN INC DEL COM
$6K
EQTEQT CORP COM
$6K
MPMP MATERIALS CORP COM CL A
$5K
AEBAALLETE INC COM NEW
$5K
TIPISHARES TIPS BOND ETF
$5K
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$5K
EMBCEMBECTA CORP COMMON STOCK
$5K
DALDELTA AIR LINES INC DEL COM NEW
$5K
CRWDCROWDSTRIKE HLDGS INC CL A
$5K
FTNTFORTINET INC COM
$5K
NEMNEWMONT CORP COM
$5K
CHWYCHEWY INC CL A
$5K
GDGENERAL DYNAMICS CORP COM
$5K
AMTAMERICAN TOWER CORP NEW COM
$5K
REGREGENCY CTRS CORP COM
$5K
WRBYWARBY PARKER INC CL A COM
$5K
QXOQXO INC COM NEW
$5K
EQHEQUITABLE HLDGS INC COM
$5K
ADIANALOG DEVICES INC COM
$5K
TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
$5K
ROKROCKWELL AUTOMATION INC COM
$5K
CLXCLOROX CO DEL COM
$5K
ZBHZIMMER BIOMET HOLDINGS INC COM
$5K
GBILACCESS TREASURY 0-1 YEAR ETF
$4K
ARMARM HOLDINGS PLC SPONSORED ADS
$4K
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$4K
ALBALBEMARLE CORP COM
$4K
WABWABTEC COM
$4K
HPFHANCOCK JOHN PFD INCOME FD II COM
$4K
NWSANEWS CORP NEW CL A
$4K
FIVNFIVE9 INC COM
$4K
CCLCARNIVAL CORP PAIRED CTF
$4K
SONYSONY GROUP CORPORATION SPONSORED ADR
$4K
ULTAULTA BEAUTY INC COM
$4K
BMOBANK MONTREAL QUE COM
$4K
GMGENERAL MTRS CO COM
$4K
EXPEEXPEDIA GROUP INC COM NEW
$4K
VLOVALERO ENERGY CORP COM
$4K
DHID R HORTON INC COM
$4K
TDCTERADATA CORP DEL COM
$4K
KDKYNDRYL HLDGS INC COMMON STOCK
$4K
PAYXPAYCHEX INC COM
$4K
BF/BBROWN FORMAN CORP CL B
$3K
BWXTBWX TECHNOLOGIES INC COM
$3K
APOAPOLLO GLOBAL MGMT INC COM
$3K
ACVFAMERICAN CONSERVATIVE VALUES ETF
$3K
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
$3K
HIIHUNTINGTON INGALLS INDS INC COM
$3K
0VVBVIACOMCBS INC CL B
$3K
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