PRIVATE TRUST CO NA Q4 2024 Filing

Filed February 5, 2025

Portfolio Value

$974.0M

Holdings

2,335

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (2,335 positions)

StockValue
BROBrown & Brown Inc.
$352K
BSVVanguard Bond Index Fund Inc Short Term
$349K
HYDVaneck Vectors High Yield Mun Index ETF
$348K
BRBroadridge Financial Solutions
$348K
PYLDPimco Etf Tr/multisector Bd Active
$346K
SAPSAP AG ADR
$346K
SYFIAb Active Etfs /short Duration High
$345K
ETMLP Energy Transfer Equity LP Com Unit
$340K
POSTPost Holdings, Inc.
$340K
JMEEJ.p. Morgan Exchange-traded Fund Trust
$337K
WFC 7.5 PERP LWells Fargo & Company Perpetual Pfd
$337K
DOVDover Corp.
$336K
NUENucor Corp.
$333K
TOLToll Bros. Inc.
$332K
EMTLSPDR DoubleLine Emerging Mrkt Fix Inc ETF
$332K
USHYiShares Broad USD High Yield Corp Bd ETF
$331K
FLMIFranklin Liberty Intermediate Muni Oppty ETF
$330K
SPYDSPDR S&P 500 High Dividend ETF
$328K
PHMPulte Homes Inc.
$327K
OGIGAlps Etf Tr/oshares Glb Internet Gi
$325K
ISTBiShares Core 1-5 Year USD Bond
$325K
SCHEETF Schwab Emerging Market
$324K
DOWDow Inc
$324K
XELXcel Energy Inc.
$323K
PEOExelon Corp.
$322K
BUFZFirst Trust Exchange-traded Fund Viii
$321K
RCLRoyal Caribbean Cruises Ltd.
$320K
BONDPIMCO Total Return ETF
$319K
WTVWisdomTree U.S. Quality Shareholder Yield Fd
$315K
PFMInvesco Dividend Achievers ETF
$315K
DALDelta Airlines Inc New
$314K
AQLTIshares Tr/ibonds Dec 2025 Term T E
$314K
JIREJ.p. Morgan Exchange-traded Fund Trust
$312K
LHLabcorp Holdings Inc
$311K
EDConsolidated Edison Inc.
$309K
STTState Street Corp.
$309K
SKYYFirst Trust Cloud Computing ETF
$309K
SRESempra Energy Inc.
$307K
TLHIshares Trust Barclays 10-20 Year
$307K
NEOGNeogen Corp.
$307K
JPLDJ.p. Morgan Exchange-traded Fund Trust
$305K
IEIMFC Ishares Tr Barclays 3-7 Yr Treas Bd Fd
$304K
CHKPCheck Point Software Technologies Ltd.
$304K
CGBLCapital Group Companies Inc
$303K
EXPDExpeditors International of Washington Inc
$302K
COFCapital One Financial
$301K
HPEHewlett Packard Enterprises Company
$300K
IRMIron Mountain Inc.
$300K
BSCPInvesco BulletShares 2025 Corporate Bond ETF
$298K
FYXFirst Trust Small Cap Core Alphadex Fund
$297K
CGUSCap Grp Core Eq/shs Creation Ut
$297K
FEXFirst Trust Large Cap Core Alphadex Fund
$297K
LYBLyondellBasell Industries NV
$293K
FIWFirst Tr ISE Wtr Indexd Com
$292K
GQINatixis Etf Tr/gateway Qlty In Etf
$292K
GPIQGoldman Sachs E/nasdaq-100 Core Pre
$291K
VLTOVeralto Corp/sh
$290K
OMFLInvesco Russell 1000 Dynamic Multifactor ETF
$289K
NVGNuveen Dividend Advantage Muni
$288K
RNRRenaissanceRE Hldgs Ltd
$287K
CGMSCapital Group Fixed Income Etf Trust
$286K
IEURIShares Core MSCI Europe ETF
$286K
8CWCrown Castle International Corp New
$286K
CTVACorteva Inc
$286K
GMGeneral Motors CO.
$286K
TTTrane Technologies PLC
$285K
MASMasco Corp.
$284K
HCAHCA Holdings Inc
$282K
ODFLOld Dominion Freight Line Inc.
$281K
PAAAPgim Etf Tr/aaa Clo Etf
$281K
HBANHuntington Bancshares, Inc.
$280K
IYRIShares Tr Dow Jones US Real Estate Index Fd
$280K
FICOFair Isaac & CO. Inc.
$279K
ACWVIShares MSCI All Country World Min Vol
$277K
FRIFIRST TRUST S&P REIT INDEX ETF
$277K
FLQMFranklin LibertyQ U.S. Mid Cap Equity ETF
$276K
BRBRBellRing Brands, Inc.
$276K
DTEDTE Energy CO.
$276K
CDLVictoryShares US LgCp Hi Div Vol Wtd ETF
$275K
ICVTIshares Tr Conv Bd ETF
$275K
BUFQFirst Trust Exchange-traded Fund Viii
$274K
PEGPublic Service Group
$274K
RWLInvesco S&P Rev ETF
$274K
KLMNInvesco S&P 500 Momentum ETF
$270K
HTABHartford Funds Exchange-traded Trust
$270K
VOTVanguard Index Funds Mid Cap Growth Index
$270K
CGDGCapital Group Companies Inc
$270K
BABInvesco Exchange-Traded Fd Tr Taxable Mun Bd
$267K
CAGConagra Brands Inc.
$267K
EFXEquifax Inc.
$266K
BPBP PLC ADR
$265K
AXONAxon Enterprise, Inc
$263K
EXPEExpedia Inc. Del Com
$261K
VIGIVanguard Whitehall Fds Intl Div App ETF
$259K
DDominion Resources Inc.
$258K
NEARiShares Short Maturity Bond
$256K
EMOClearBridge Energy Midstream Opportunity Fund
$256K
EWEdwards Lifesciences Corp.
$255K
TAFIAb Active Etfs /tax-aware Short Dur
$254K
EMLPFirst Trust North Amer Energy Infrastr ETF
$254K
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