Colonial Trust Advisors Portfolio Holdings
Colonial Trust Advisors
- $1.14 Billion
- Q3 2024
Colonial Trust Advisors has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 751 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $89.8M, Microsoft Corp with a value of $64.1M, Ishares Core S&P 500 ETF with a value of $38.5M, Eli Lilly & CO with a value of $33.5M, and Amazon Com Inc with a value of $25.9M.
Examining the 13F form we can see an increase of $107M in the current position value, from $1.04B to 1.14B.
Colonial Trust Advisors is based out at Spartanburg, SC
Below you can find more details about Colonial Trust Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$1.14 Billion
Technology: $264 Million
ETFs: $172 Million
Healthcare: $121 Million
Financial Services: $120 Million
Industrials: $114 Million
Consumer Defensive: $102 Million
Consumer Cyclical: $89 Million
Communication Services: $62.9 Million
Other: $97.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 751
- Current Value $1.14 Billion
- Prior Value $1.04 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 35 stocks
- Additional Purchases 160 stocks
- Sold out of 0 stocks
- Reduced holdings in 117 stocks