Colonial Trust Advisors Portfolio Holdings
Colonial Trust Advisors
- $1.12 Billion
- Q4 2024
Colonial Trust Advisors has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.12 Billion distributed in 678 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $95M, Microsoft Corp with a value of $60.2M, Ishares Core S&P 500 ETF with a value of $39.8M, Amazon Com Inc with a value of $30.2M, and Eli Lilly & CO with a value of $28.4M.
Examining the 13F form we can see an decrease of $27.4M in the current position value, from $1.14B to 1.12B.
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
$1.12 Billion
Technology: $264 Million
ETFs: $177 Million
Financial Services: $126 Million
Industrials: $105 Million
Healthcare: $105 Million
Consumer Defensive: $94.1 Million
Consumer Cyclical: $89.2 Million
Communication Services: $65.9 Million
Other: $87.9 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 678
- Current Value $1.12 Billion
- Prior Value $1.14 Billion
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 57 stocks
- Additional Purchases 95 stocks
- Sold out of 0 stocks
- Reduced holdings in 231 stocks