Colonial Trust Advisors Sells in Q3 2025

Colonial Trust Advisors

  • $1.28 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OTIS
Otis Worldwide Corp

Industrials
-543
- 23.49%
$84.93 - $101.07 $46.1K - $54.9K
1.77K $161K
GIS
General Mills Inc

Consumer Defensive
-1.13K
- 31.91%
$48.44 - $53.83 $54.5K - $60.6K
2.4K $121K
ADP
Automatic Data Processing Inc

Industrials
-15
- 0.46%
$288.69 - $310.94 $4.33K - $4.66K
3.27K $958K
TXN
Texas Instruments Inc

Technology
-263
- 0.75%
N/A
34.8K $6.76M
INTC
Intel Corp

Technology
-2.43K
- 86.96%
$19.31 - $35.5 $47K - $86.4K
365 $12K
MUB
Ishares National Muni Bond ETF

ETFs
-508
- 25.3%
$103.24 - $106.68 $52.4K - $54.2K
1.5K $159K
VOT
Vanguard Mid Cap Growth Index

ETFs
-325
- 6.37%
$282.75 - $294.19 $91.9K - $95.6K
4.78K $1.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-164
- 15.19%
$546.99 - $602.2 $89.7K - $98.8K
916 $549K
SJM
J M Smucker CO

Consumer Defensive
-591
- 32.83%
$102.24 - $113.2 $60.4K - $66.9K
1.21K $131K
T
At&T Inc.

Communication Services
-1.16K
- 10.51%
$26.94 - $29.62 $31.3K - $34.4K
9.88K $278K
CTSH
Cognizant Technology Solutions Corp

Technology
-400
- 50.0%
$66.67 - $80.98 $26.7K - $32.4K
400 $26K
XLK
Technology Sector Spdr

ETFs
-300
- 17.96%
$250.97 - $282.66 $75.3K - $84.8K
1.37K $386K
CB
Chubb LTD

Financial Services
-116
- 85.93%
$265.99 - $289.59 $30.9K - $33.6K
19 $5K
BMY
Bristol Myers Squibb CO

Healthcare
-594
- 14.28%
$43.31 - $48.98 $25.7K - $29.1K
3.57K $160K
FMC
Fmc Corp

Basic Materials
-182
- 5.6%
$33.15 - $44.45 $6.03K - $8.09K
3.07K $103K
XLI
Industrial Sector Spdr

ETFs
-218
- 50.11%
$147.94 - $154.99 $32.3K - $33.8K
217 $33K
ROP
Roper Technologies Inc

Industrials
-25
- 9.77%
$495.03 - $573.0 $12.4K - $14.3K
231 $115K
OXY
Occidental Petroleum Corp

Energy
-700
- 87.5%
$42.54 - $48.1 $29.8K - $33.7K
100 $4K
IYK
Ishares U.S. Consumer Staples

ETFs
-387
- 40.57%
$67.65 - $71.68 $26.2K - $27.7K
567 $38K
CHKP
Check Point Software Technologies LTD

Technology
-36
- 2.32%
$180.73 - $231.23 $6.51K - $8.32K
1.51K $313K
WFC
Wells Fargo & Company

Financial Services
-523
- 11.86%
$77.05 - $85.16 $40.3K - $44.5K
3.89K $325K
CCI
Crown Castle International Corp

Real Estate
-200
- 14.26%
$92.96 - $113.91 $18.6K - $22.8K
1.2K $116K
SHW
Sherwin Williams CO

Basic Materials
-109
- 3.2%
$330.88 - $375.23 $36.1K - $40.9K
3.3K $1.14M
DKNG
Draft Kings Inc.

Consumer Cyclical
-500
- 33.33%
$37.4 - $48.23 $18.7K - $24.1K
1K $37K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-350
- 63.64%
$71.11 - $81.68 $24.9K - $28.6K
200 $15K
HOOD
Robinhood Markets, Inc.

Technology
-300
- 75.0%
$91.27 - $143.18 $27.4K - $43K
100 $14K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-350
- 77.78%
$38.58 - $58.24 $13.5K - $20.4K
100 $3K
IEV
Ishares Tr Europe ETF

ETFs
-350
- 53.68%
$61.37 - $65.49 $21.5K - $22.9K
302 $19K
CRM
Salesforce, Inc.

Technology
-51
- 18.09%
$231.66 - $273.65 $11.8K - $14K
231 $54K
IGV
Ishares Expanded Tech Software

ETFs
-375
- 9.26%
$105.96 - $117.79 $39.7K - $44.2K
3.68K $422K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-100
- 81.97%
$185.65 - $214.38 $18.6K - $21.4K
22 $4K
VICI
Vici Properties Inc.

Real Estate
-638
- 99.84%
$31.43 - $33.93 $20.1K - $21.6K
1 $0
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-302
- 39.63%
$59.29 - $62.87 $17.9K - $19K
460 $27K
BP
Bp PLC

Energy
-878
- 33.76%
$30.25 - $35.69 $26.6K - $31.3K
1.72K $59K
VMC
Vulcan Materials CO

Basic Materials
-150
- 25.0%
$260.62 - $307.62 $39.1K - $46.1K
450 $138K
XLU
Utilities Sector Spdr

ETFs
-285
- 24.78%
$81.14 - $87.32 $23.1K - $24.9K
865 $75K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-2K
- 57.14%
$9.2 - $10.5 $18.4K - $21K
1.5K $15K
STZ
Constellation Brands, Inc.

Consumer Defensive
-94
- 53.11%
$131.78 - $176.09 $12.4K - $16.6K
83 $11K
ETR
Entergy Corp

Utilities
-366
- 21.5%
$80.93 - $93.55 $29.6K - $34.2K
1.34K $124K
XLY
Select Sector Spdr Consumer Di

ETFs
-110
- 25.0%
$216.09 - $242.18 $23.8K - $26.6K
330 $79K
TGT
Target Corp

Consumer Defensive
-15
- 1.05%
$86.56 - $107.43 $1.3K - $1.61K
1.41K $126K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-1.94K
- 18.11%
$8.55 - $9.1 $16.5K - $17.6K
8.75K $79K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-315
- 15.37%
$42.75 - $43.37 $13.5K - $13.7K
1.74K $75K
SWK
Stanley Black & Decker, Inc.

Industrials
-198
- 65.35%
$66.98 - $79.52 $13.3K - $15.7K
105 $7K
WELL
Welltower Inc.

Real Estate
-300
- 17.73%
$150.71 - $178.14 $45.2K - $53.4K
1.39K $247K
BAX
Baxter International Inc

Healthcare
-163
- 13.11%
$21.71 - $31.23 $3.54K - $5.09K
1.08K $24K
XLF
Financial Sector Spdr

ETFs
-305
- 14.23%
$51.37 - $54.25 $15.7K - $16.5K
1.84K $99K
TWLO
Twilio Inc

Communication Services
-100
- 99.01%
$92.44 - $132.7 $9.24K - $13.3K
1 $0
AMT
American Tower Corp

Real Estate
-7
- 1.86%
$192.32 - $232.35 $1.35K - $1.63K
370 $71K
Activity Summary
Buys All Purchases 191 New Holdings 55 Increased Positions 136 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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