PRIVATE TRUST CO NA Q1 2025 Filing

Filed April 28, 2025

Portfolio Value

$971.8B

Holdings

2,469

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (2,469 positions)

StockValue
AAPLApple Inc.
$31.4M
MSFTMicrosoft Corp.
$28.3M
SPYSPDR S&P 500 ETF
$19.6M
NVDANvidia Corp
$16.5M
AMZNAmazon.Com
$14.8M
IVVIShares S&P 500 Index Fd
$12.9M
GOOGLALPHABET INC CLASS A
$10.3M
JPMJ P Morgan Chase & CO.
$10.0M
VTIVanguard Total Stock Market ETF
$9.7M
LLYEli Lilly & CO.
$9.5M
NDQInvesco QQQ Trust
$8.9M
VOOVanguard Index Funds S&P 500 ETF
$8.7M
XOMExxon Mobil Corp
$8.2M
PGProcter & Gamble CO.
$7.8M
ABBVAbbVie, Inc.
$7.7M
AVGOBroadcom Inc
$7.6M
BRK/BBerkshire Hathaway Inc DE Cl B New
$7.2M
JNJJohnson & Johnson
$7.0M
SPYGSPDR S&P 500 Growth ETF
$6.8M
HDHome Depot Inc.
$6.5M
GOOGALPHABET INC CLASS C
$6.3M
AQLTIShares Core MSCI EAFE
$6.2M
METAMeta Platforms Inc Cl A
$5.9M
MCDMcDonald's Corp.
$5.7M
MAMastercard Inc Cl A
$5.7M
SPYVSPDR S&P 500 Value ETF
$5.3M
CVXChevron Corporation
$5.3M
COSTCostco Wholesale Corp New
$5.2M
VEAVanguard FTSE Developed Mkts ETF
$4.9M
IJRIShares Tr S&P Smallcap 600 Index
$4.8M
IJHIShares Tr S&P Midcap 400 Index Fund
$4.8M
RTXRaytheon Technology Corp
$4.7M
VVisa Inc Class A
$4.7M
WMTWal-Mart Stores Inc.
$4.4M
IWFIShares Tr Russell 1000 Growth Index Fd
$4.3M
IWMIShares Russell 2000 Index
$4.3M
ORCLOracle Corp.
$4.1M
IBMInternational Business Machines Corp.
$4.1M
4I1Phillip Morris International
$4.1M
UNHUnitedHealth Group Inc
$4.1M
PEPPepsico Inc.
$3.9M
MRKMerck & Co Inc New
$3.9M
DFACDimensional ETF Tr- Dimsnl US Core Equity 2
$3.9M
AGGIShares Core Total Bond Mkt
$3.9M
UNPUnion Pacific Corp.
$3.9M
QUALISHARES MSCI USA QUAL FACTOR ETF
$3.7M
MUBIshares Trust Ishares S&P National Municipal
$3.7M
CITCintas Corp.
$3.6M
ITOTIShares S&P 1500 Index
$3.4M
BILSPDR Barclays 1-3 Month T Bill New
$3.2M
NEENextera Energy Inc.
$3.2M
CBChubb LTD
$3.2M
BACVerizon Communications
$3.1M
ABTAbbott Laboratories
$3.1M
SHWSherwin-Williams CO.
$3.1M
BACBank of America Corporation
$3.1M
AQLTIShares Barclay U.S. Treasury
$3.1M
SPDWSPDR Portfolio Developed World ex-US ETF
$3.1M
AMGNAmgen Inc.
$3.0M
CSCOCisco Systems Inc.
$3.0M
SYKStryker Corp.
$2.9M
IVWIShares S&P 500 Growth Index Fund
$2.9M
MRSHMarsh & McLennan Cos. Inc.
$2.9M
MBBIShares Tr Barclays MBS Bond Fd
$2.9M
VTVVanguard Value ETF
$2.9M
ADPAutomatic Data Processing Inc.
$2.9M
GQ9SPDR Gold Shares
$2.9M
NOCNorthrop Grumman Corp.
$2.7M
PGRProgressive Corp.
$2.7M
HONHoneywell International Inc.
$2.7M
NFLXNetflix Inc.
$2.6M
RSPInvesco S&P 500 Weight ETF
$2.6M
IWRIShares Russell Mid Cap
$2.6M
SPTISPDR Barclays Intermediate Term Trs ETF
$2.6M
SPIBSPDR Barclays Interm Term Corp Bd ETF
$2.6M
IEMGIShares Core MSCI Emerging Mkts ETF
$2.6M
KOCoca-Cola CO.
$2.6M
QCOMQualcomm Inc.
$2.6M
CATCaterpillar Inc.
$2.6M
CRMSalesforce.com Inc
$2.5M
SPYMSPDR Russell 1000 ETF
$2.5M
BUFRFirst Tr Exchng Traded Fd VIII CBOE Vest US E
$2.5M
MOAltria Group Inc. Com.
$2.4M
TMOThermo Fisher Scientific, Inc.
$2.4M
SOSouthern CO.
$2.4M
FTSMFirst Trust Enhanced Short Maturity ETF
$2.4M
IUSGiShares Core S&P US Growth ETF
$2.4M
SPHQInvesco Exchange W&P 500 Quality
$2.4M
VWOVanguard FTSE Emerging Markets ETF
$2.4M
VIGVanguard Specialized Portfolios Dividend ETF
$2.3M
ETNEaton Corporation PLC
$2.3M
SPSMSPDR Russell 2000 ETF
$2.3M
IWDIShares Tr Russell 1000 Value Index Fd
$2.3M
TJXTJX Companies Inc.
$2.3M
SCHDSchwab U.S. Dividend Equity ETF
$2.2M
CRWDCrowdStrike Holdings, Inc.
$2.2M
JMSTJPMorgan Ultra-Short Municipal Income ETF
$2.2M
STZConstellation Brands Inc. Class A
$2.1M
IUSBiShares Core Total USD Bond Market ETF
$2.1M
IUSViShares Russell 3000 Value Index
$2.1M
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