PRIVATE TRUST CO NA Q2 2025 Filing

Filed July 29, 2025

Portfolio Value

$1.1B

Holdings

2,468

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (2,468 positions)

StockValue
DDominion Resources Inc.
$276K
DTEDTE Energy CO.
$276K
SPVMInvesco Exchang/s&p 500 Value With
$276K
CWBSPDR Barclays Capital Conv Secs ETF
$276K
AZNAstraZeneca PLC
$276K
BUFDFirst Trust Exchange-traded Fund Viii
$275K
NXPINXP Semiconductors NV
$274K
FRIFIRST TRUST S&P REIT INDEX ETF
$274K
BABInvesco Exchange-Traded Fd Tr Taxable Mun Bd
$273K
FNXFirst Trust Mid Cap Core Alpha DEX
$272K
GMGeneral Motors CO.
$272K
EMLPFirst Trust North Amer Energy Infrastr ETF
$272K
ULSTSsga Active Etf/ultra Short Term Bd
$271K
GLDMSPDR Gold MiniShares New ETF
$269K
TRPTC Energy Corporation
$269K
EDConsolidated Edison Inc.
$268K
EMXCBlackrock Institutional Trust Company N.a.
$266K
PFXFVaneck Vectors Pref Secs exFincls ETF
$266K
CDNSCadence Design System
$266K
VMBSMFC Vanguard Mortgage-Backed Sec
$266K
ODFLOld Dominion Freight Line Inc.
$263K
AMCRAmcor PLC Ord USD
$263K
TOLToll Bros. Inc.
$263K
PFLDETF Ser Solutions AAM Low Dur Pfd & Income
$262K
KWEBKraneShares CSI China Intenet ETF
$262K
JHMMJohn Hancock Multifactor Mid Cap ETF
$262K
DALDelta Airlines Inc New
$262K
SPBOSPDR Portfolio Corporate Bond ETF
$262K
SRESempra Energy Inc.
$258K
IQLTIshares Tr Msci Intl Qualty
$257K
TROWT. Rowe Price Group Inc.
$255K
WFC 7.5 PERP LWells Fargo & Company Perpetual Pfd
$255K
BIPBrookfield Infrastructure Partners L.P.
$255K
LNTAlliant Energy Corp
$254K
IWXBlackrock Institutional Trust Company N.a.
$254K
JXNJackson Financial Inc.
$253K
RWLInvesco S&P Rev ETF
$252K
NOBLProShares Trust S&P 500 Div Aristocrats ETF
$252K
FLQMFranklin LibertyQ U.S. Mid Cap Equity ETF
$251K
KVUEKenvue Inc
$251K
RSPFInvesco Exchange S&P 500 Equal ETF
$251K
JPCNuveen Pfd Inc. Opportunities Fund
$250K
IBMOIshares Tr Ibonds December 2026 Term Muni Bd
$250K
TIPIShares Tr US Treas Inflation Protected Sec
$249K
USIGI Shares Trust Barclays Credit
$248K
MASMasco Corp.
$248K
ADMArcher Daniels Midland CO
$248K
OGIGAlps Etf Tr/oshares Glb Internet Gi
$248K
NEARiShares Short Maturity Bond
$247K
FANGDiamondback Energy, Inc.
$247K
IRMIron Mountain Inc.
$247K
TTENTotal Energies SE ADR
$246K
JCIJohnson Controls Inc. PLC
$244K
WPCW P Carey Inc
$243K
SPEUMFC SPDR Index Shares Fds DJ STOXX 50 ETF
$243K
FEMSFIRST TRUST EMERGING MARKETS SC ALPHADEX ETF
$241K
DDDupont DE Nemours Inc
$241K
RBLXRoblox Corporation
$241K
SDOGALPS Sector Dividend Dogs
$239K
NTSXWisdomTree U.S. Efficient Core Fund
$239K
PFFVGlobal X Variable Rate PFD ETF
$239K
UCONFirst Trust TCW Unconstrained Plus Bond ETF
$238K
IBDSiShares iBonds Dec 2027 Term Corp ETF
$238K
XBIMFC SPDR Ser. Tr. S&P Biotech ETF
$238K
FTLSFirst Trust Long/Short Equity ETF
$237K
STXSeagate Technology Holdings PLC
$237K
FTHIFirst Trust BuyWrite Income ETF
$237K
HYFIAB High Yield ETF
$236K
EOGEog Resources Inc
$235K
BSCSInvesco Exchange-traded Self-indexed Fund Tru
$235K
MSIMotorola Solutions, Inc.
$234K
CCOCameco Corp.
$233K
EPIWisdomTree India Earnings
$233K
TAFIAb Active Etfs /tax-aware Short Dur
$233K
TELTe Connectivity Plc
$232K
DVOLFIRST TR EXCHANGE-TRADED FD VI DORSY WR MOMNT
$231K
GOVIInvesco 1-30 Laddered Treasury ETF
$231K
CRWVCoreweave Inc/sh
$229K
RMEResmed Inc
$228K
BSJQInvesco BulletShs 2026 High Yield Corp Bd ETF
$227K
DFIVDimensional Intl value ETF
$226K
WINNHbr Etf Tr/hbr Long-term Growers Etf
$226K
IBMQIshares Tr/ibonds Dec 2028 Term Mun
$226K
GSLCGoldman Sachs ActiveBeta US LgCp Eq ETF
$224K
IAUIshares Tr Ibonds Dec 2025 Term Muni Bds ETF
$224K
IPInternational Paper
$221K
SHMSPDR Nuveen Blmbg Barclays St MunBd ETF
$219K
MGVVanguard Mega Cap Value ETF
$218K
QQEWFirst Trust NASDAQ 100 Equal Weight Idx
$218K
DGTSPDR GLOBAL DOW ETF
$217K
PTINPacer Trendpilot International ETF
$217K
AQLTIshares Tr/ibonds Dec 2025 Term T E
$215K
UNMUnumprovident Corp.
$215K
DOWDow Inc
$214K
EFXEquifax Inc.
$213K
EWJIShares MSCI Japan
$211K
JSIJanus Detroit S/henderson Securitiz
$210K
IBDQiShares iBonds Dec 2025 Corporate ETF
$210K
ACWIISHARES MSCI ACWI
$210K
FCPIFidelity Stocks for Inflation ETF
$210K
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