Advisortrust Partners
Latest statistics and disclosures from Advisortrust Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AVGO, TSM, QQQ, JPM, and represent 20.96% of Advisortrust Partners's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$12M), VFMF (+$5.5M), FDMO (+$5.1M), AZN (+$5.1M), DFAS (+$5.1M), DFLV (+$5.0M), JNJ, IYF, JHMM, BG.
- Started 31 new stock positions in ROST, CAH, CRDO, CGGR, AMG, AMAT, DFAS, CLX, BG, FDMO.
- Reduced shares in these 10 stocks: PDBC (-$12M), QQQ (-$8.4M), GLD (-$8.4M), TGT (-$5.6M), EEM, IYZ, AMGN, MDT, SHV, TSM.
- Sold out of its positions in AADR, AVEM, AVDE, FDG, AVUV, AXP, BINC, CTRA, CGCB, Cue Biopharma.
- Advisortrust Partners was a net buyer of stock by $27M.
- Advisortrust Partners has $292M in assets under management (AUM), dropping by 21.59%.
- Central Index Key (CIK): 0002115523
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Portfolio Holdings for Advisortrust Partners
Advisortrust Partners holds 199 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 5.4 | $16M | +304% | 21k | 746.77 |
|
| Broadcom (AVGO) | 4.8 | $14M | 37k | 377.75 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.9 | $11M | -9% | 24k | 477.57 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.6 | $10M | -44% | 14k | 736.38 |
|
| JPMorgan Chase & Co. (JPM) | 3.3 | $9.6M | +4% | 30k | 327.33 |
|
| Apple (AAPL) | 3.1 | $9.0M | +5% | 31k | 289.36 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.9 | $8.6M | -35% | 125k | 68.41 |
|
| Ishares Tr Us Telecom Etf (IYZ) | 2.9 | $8.5M | -35% | 202k | 42.31 |
|
| Wal-Mart Stores (WMT) | 2.8 | $8.2M | +7% | 72k | 113.26 |
|
| PNC Financial Services (PNC) | 2.2 | $6.5M | +2% | 26k | 246.22 |
|
| Johnson & Johnson (JNJ) | 2.2 | $6.5M | +328% | 26k | 253.97 |
|
| Vanguard Wellington Us Multifactor (VFMF) | 2.1 | $6.0M | +993% | 34k | 176.97 |
|
| Merck & Co (MRK) | 1.9 | $5.5M | +3% | 43k | 128.50 |
|
| Astrazeneca Ord (AZN) | 1.8 | $5.4M | +1952% | 28k | 189.62 |
|
| Fidelity Covington Trust Momentum Factr (FDMO) | 1.8 | $5.1M | NEW | 52k | 98.57 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.7 | $5.1M | NEW | 62k | 82.34 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 1.7 | $5.0M | +1019% | 67k | 74.96 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.7 | $5.0M | +235% | 159k | 31.71 |
|
| Dimensional Etf Trust Us Larg Valu Etf (DFLV) | 1.7 | $5.0M | NEW | 127k | 39.54 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 1.7 | $4.9M | +12538% | 39k | 127.51 |
|
| Emerson Electric (EMR) | 1.6 | $4.7M | +14% | 33k | 143.15 |
|
| Rbc Cad (RY) | 1.6 | $4.6M | +283% | 22k | 206.97 |
|
| Prologis (PLD) | 1.4 | $4.2M | +2% | 31k | 135.47 |
|
| Nxp Semiconductors N V (NXPI) | 1.3 | $3.9M | +2% | 14k | 281.03 |
|
| Qualcomm (QCOM) | 1.3 | $3.8M | 20k | 184.79 |
|
|
| Bunge Global Sa Com Shs (BG) | 1.3 | $3.7M | NEW | 35k | 106.73 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 1.1 | $3.3M | +3% | 66k | 49.28 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 1.1 | $3.2M | +90% | 122k | 26.52 |
|
| Capital Group Core Equity Et Shs Creat Unit (CGUS) | 1.1 | $3.1M | 70k | 44.48 |
|
|
| Pepsi (PEP) | 1.1 | $3.1M | 23k | 135.40 |
|
|
| Ishares Tr U.s. Energy Etf (IYE) | 1.0 | $3.0M | NEW | 54k | 56.59 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $2.9M | +42% | 14k | 200.09 |
|
| Microsoft Corporation (MSFT) | 0.8 | $2.3M | +16% | 6.3k | 373.04 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.7 | $2.0M | +1040% | 13k | 156.30 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.6 | $1.9M | +8% | 84k | 22.29 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.6 | $1.9M | +25% | 68k | 27.33 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.8M | +6% | 1.5k | 1199.68 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.6 | $1.7M | +7% | 11k | 164.27 |
|
| Duke Energy Corp Com New (DUK) | 0.5 | $1.5M | +8% | 12k | 126.58 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.5 | $1.5M | +29% | 44k | 33.29 |
|
| Truist Financial Corp equities (TFC) | 0.5 | $1.3M | +11% | 27k | 49.82 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.3M | +18% | 3.6k | 357.39 |
|
| Gabelli Global Util & Income Com Sh Ben Int (GLU) | 0.4 | $1.3M | 66k | 19.20 |
|
|
| Dominion Resources (D) | 0.4 | $1.2M | +23% | 18k | 68.29 |
|
| Caterpillar (CAT) | 0.4 | $1.1M | +11% | 1.0k | 1064.90 |
|
| Meta Platforms Cl A (META) | 0.4 | $1.1M | +17% | 2.0k | 563.18 |
|
| Micron Technology (MU) | 0.4 | $1.1M | -4% | 948.00 | 1154.57 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $1.1M | +258% | 5.1k | 212.77 |
|
| Abbvie (ABBV) | 0.4 | $1.1M | +50% | 4.3k | 251.66 |
|
| Amazon (AMZN) | 0.4 | $1.0M | +14% | 4.4k | 238.34 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.3 | $941k | +40% | 25k | 37.96 |
|
| First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM) | 0.3 | $933k | +32% | 23k | 41.10 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $923k | 3.1k | 300.47 |
|
|
| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.3 | $905k | 19k | 48.92 |
|
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.3 | $897k | +8% | 6.3k | 141.89 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.3 | $863k | 11k | 81.06 |
|
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.3 | $860k | +9% | 20k | 43.14 |
|
| Bank of America Corporation (BAC) | 0.3 | $852k | +3% | 15k | 56.98 |
|
| Medtronic SHS (MDT) | 0.3 | $851k | -76% | 11k | 78.23 |
|
| Eaton Corp SHS (ETN) | 0.3 | $845k | -4% | 2.0k | 426.12 |
|
| Palo Alto Networks (PANW) | 0.3 | $824k | +77% | 2.4k | 341.02 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.3 | $818k | +32% | 4.3k | 190.91 |
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.3 | $810k | +6% | 11k | 75.88 |
|
| Verizon Communications (VZ) | 0.3 | $789k | +5% | 19k | 42.34 |
|
| At&t (T) | 0.3 | $770k | +2% | 37k | 20.70 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $765k | 2.2k | 353.33 |
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| Costco Wholesale Corporation (COST) | 0.3 | $756k | +86% | 808.00 | 936.04 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $743k | +10% | 7.5k | 98.98 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $731k | +1866% | 3.0k | 246.21 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.2 | $721k | 6.2k | 115.69 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $714k | +6% | 1.9k | 373.73 |
|
| Dell Technologies CL C (DELL) | 0.2 | $703k | +8% | 1.6k | 431.47 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $690k | -14% | 24k | 28.96 |
|
| GSK Sponsored Adr (GSK) | 0.2 | $690k | +5% | 13k | 52.42 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $684k | +4154% | 2.3k | 303.12 |
|
| Wells Fargo & Company (WFC) | 0.2 | $680k | -3% | 8.2k | 82.64 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.2 | $679k | NEW | 4.9k | 137.54 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $662k | +16% | 7.2k | 92.27 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $657k | 11k | 59.69 |
|
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| Us Bancorp Com New (USB) | 0.2 | $653k | -14% | 11k | 60.40 |
|
| United Bankshares (UBSI) | 0.2 | $650k | +5% | 14k | 45.83 |
|
| United Parcel Svcs CL B (UPS) | 0.2 | $634k | +6% | 5.9k | 107.50 |
|
| Coca-Cola Company (KO) | 0.2 | $614k | -3% | 7.6k | 81.27 |
|
| Deere & Company (DE) | 0.2 | $613k | +5% | 967.00 | 634.33 |
|
| Peak (DOC) | 0.2 | $597k | +5% | 28k | 21.40 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.2 | $588k | +77% | 8.1k | 72.28 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $577k | +95% | 4.2k | 136.74 |
|
| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.2 | $567k | +56% | 22k | 25.73 |
|
| Icon Pub SHS (ICLR) | 0.2 | $561k | -14% | 3.2k | 173.71 |
|
| Zimmer Holdings (ZBH) | 0.2 | $560k | +5% | 6.5k | 86.09 |
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| Blackrock (BLK) | 0.2 | $553k | +14% | 575.00 | 961.86 |
|
| Target Corporation (TGT) | 0.2 | $551k | -91% | 4.2k | 130.61 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.2 | $547k | -81% | 5.0k | 110.36 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $546k | +54% | 4.7k | 116.67 |
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| Paypal Holdings (PYPL) | 0.2 | $542k | +22% | 13k | 43.18 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $535k | +12% | 5.7k | 93.92 |
|
| Totalenergies Se Act (TTE) | 0.2 | $527k | 6.8k | 77.76 |
|
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| PPG Industries (PPG) | 0.2 | $515k | +6% | 4.2k | 121.29 |
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| Diageo Spon Adr New (DEO) | 0.2 | $510k | +6% | 6.3k | 80.38 |
|
| Globe Life (GL) | 0.2 | $505k | -5% | 2.8k | 178.68 |
|
| Goldman Sachs (GS) | 0.2 | $504k | -10% | 498.00 | 1011.45 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $498k | +8% | 6.0k | 82.84 |
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| Baxter International (BAX) | 0.2 | $489k | 23k | 21.32 |
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| Ishares Tr Core 60 Bala Etf (AOR) | 0.2 | $480k | 6.9k | 69.50 |
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| Cisco Systems (CSCO) | 0.2 | $467k | +10% | 4.0k | 117.46 |
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| Travelers Companies (TRV) | 0.2 | $464k | +6% | 1.4k | 330.12 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.2 | $464k | +5% | 9.1k | 50.95 |
|
| Capital Group Conservative E SHS (CGCV) | 0.2 | $458k | +26% | 14k | 32.82 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.2 | $456k | +5% | 11k | 42.66 |
|
| Enova Intl (ENVA) | 0.2 | $452k | 1.9k | 240.73 |
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| Dollar General (DG) | 0.2 | $452k | +7% | 3.9k | 115.11 |
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| Abrdn Healthcare Opportuniti SHS (THQ) | 0.2 | $451k | +43% | 24k | 18.73 |
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| Marsh & McLennan Companies (MRSH) | 0.2 | $449k | 2.7k | 166.70 |
|
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| Genuine Parts Company (GPC) | 0.2 | $449k | +5% | 3.8k | 117.98 |
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| Unilever Spon Adr New (UL) | 0.2 | $439k | +5% | 7.3k | 60.12 |
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| Chevron Corporation (CVX) | 0.1 | $438k | +84% | 2.6k | 165.76 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $438k | 1.2k | 370.04 |
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| Oshkosh Corporation (OSK) | 0.1 | $436k | +6% | 2.8k | 153.48 |
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| Kenvue (KVUE) | 0.1 | $428k | +5% | 22k | 19.11 |
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| Visa Com Cl A (V) | 0.1 | $423k | +22% | 1.2k | 343.09 |
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| Ge Vernova (GEV) | 0.1 | $419k | +7% | 357.00 | 1174.86 |
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| Procter & Gamble Company (PG) | 0.1 | $415k | 2.8k | 146.64 |
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| Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) | 0.1 | $413k | +8% | 9.8k | 42.33 |
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| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.1 | $406k | 5.2k | 77.58 |
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| Clorox Company (CLX) | 0.1 | $401k | NEW | 4.2k | 95.44 |
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| Wp Carey (WPC) | 0.1 | $392k | +4% | 5.5k | 71.50 |
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| Devon Energy Corporation (DVN) | 0.1 | $392k | NEW | 9.5k | 41.32 |
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| Enbridge (ENB) | 0.1 | $392k | +31% | 7.2k | 54.21 |
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| Agnc Invt Corp Com reit (AGNC) | 0.1 | $386k | +5% | 35k | 10.90 |
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| Jackson Financial Com Cl A (JXN) | 0.1 | $378k | NEW | 3.7k | 102.40 |
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| Philip Morris International (PM) | 0.1 | $377k | +52% | 2.1k | 180.91 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $375k | 5.1k | 73.41 |
|
|
| Home Depot (HD) | 0.1 | $374k | +24% | 1.1k | 352.68 |
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| Hershey Company (HSY) | 0.1 | $373k | +5% | 2.1k | 175.45 |
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| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $365k | +4% | 1.2k | 309.95 |
|
| National Fuel Gas (NFG) | 0.1 | $363k | +4% | 4.7k | 77.21 |
|
| Gilead Sciences (GILD) | 0.1 | $359k | +5% | 2.8k | 126.34 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $349k | NEW | 496.00 | 703.34 |
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| Williams Companies (WMB) | 0.1 | $346k | 4.7k | 74.34 |
|
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| Applied Materials (AMAT) | 0.1 | $344k | NEW | 476.00 | 723.00 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $343k | +11% | 3.5k | 96.58 |
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| Citigroup Com New (C) | 0.1 | $341k | 2.4k | 139.96 |
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| Enterprise Products Partners (EPD) | 0.1 | $341k | 9.3k | 36.76 |
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| Nike CL B (NKE) | 0.1 | $334k | NEW | 8.1k | 41.05 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $330k | -96% | 895.00 | 368.38 |
|
| Linde SHS (LIN) | 0.1 | $324k | +43% | 624.00 | 519.31 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $319k | NEW | 1.1k | 298.07 |
|
| Solventum Corp Com Shs (SOLV) | 0.1 | $318k | +9% | 4.1k | 77.15 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $315k | +11% | 1.7k | 189.73 |
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| Shell Spon Ads (SHEL) | 0.1 | $308k | +5% | 4.0k | 77.54 |
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| Hartford Financial Services (HIG) | 0.1 | $307k | +9% | 2.3k | 132.52 |
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| FactSet Research Systems (FDS) | 0.1 | $305k | +6% | 1.3k | 230.08 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $303k | NEW | 699.00 | 433.33 |
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| Capital Grp Fixed Incm Etf T Mun High Etf (CGHM) | 0.1 | $301k | +15% | 12k | 25.85 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $300k | +500% | 3.5k | 86.14 |
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| Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) | 0.1 | $298k | +15% | 11k | 27.47 |
|
| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.1 | $293k | NEW | 6.2k | 47.20 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $290k | 2.0k | 144.61 |
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| Caretrust Reit (CTRE) | 0.1 | $286k | 7.1k | 40.35 |
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| TJX Companies (TJX) | 0.1 | $283k | +4% | 1.9k | 151.50 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $283k | 5.8k | 48.43 |
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| Ingredion Incorporated (INGR) | 0.1 | $275k | +6% | 2.9k | 94.71 |
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| Analog Devices (ADI) | 0.1 | $273k | -30% | 686.00 | 397.17 |
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| American Tower Reit (AMT) | 0.1 | $270k | +26% | 1.7k | 163.57 |
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| Jabil Circuit (JBL) | 0.1 | $269k | NEW | 698.00 | 385.48 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $266k | +5% | 10k | 26.65 |
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| National Retail Properties (NNN) | 0.1 | $262k | +5% | 5.6k | 46.53 |
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| Amgen (AMGN) | 0.1 | $260k | -94% | 719.00 | 362.12 |
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| Ishares Tr Core 30 70 Etf (AOK) | 0.1 | $259k | +5% | 6.2k | 41.48 |
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| UnitedHealth (UNH) | 0.1 | $257k | NEW | 619.00 | 415.70 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $256k | +5% | 7.0k | 36.73 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $256k | +5% | 1.2k | 205.02 |
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| CVS Caremark Corporation (CVS) | 0.1 | $256k | NEW | 2.5k | 103.45 |
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| Equinix (EQIX) | 0.1 | $253k | NEW | 243.00 | 1042.39 |
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| McDonald's Corporation (MCD) | 0.1 | $250k | -9% | 926.00 | 270.31 |
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| McKesson Corporation (MCK) | 0.1 | $249k | +35% | 330.00 | 755.60 |
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| Southern Company (SO) | 0.1 | $249k | 2.6k | 95.71 |
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| Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM) | 0.1 | $247k | 7.5k | 32.97 |
|
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $243k | +400% | 2.8k | 87.91 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $236k | NEW | 705.00 | 334.66 |
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| Abbott Laboratories (ABT) | 0.1 | $235k | +17% | 2.6k | 90.74 |
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| Affiliated Managers (AMG) | 0.1 | $232k | NEW | 686.00 | 338.40 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $230k | 448.00 | 513.56 |
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| Nextera Energy (NEE) | 0.1 | $230k | +13% | 2.6k | 87.77 |
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| Rockwell Automation (ROK) | 0.1 | $229k | NEW | 463.00 | 495.08 |
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| Synopsys (SNPS) | 0.1 | $229k | NEW | 513.00 | 446.07 |
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| Advanced Micro Devices (AMD) | 0.1 | $228k | NEW | 393.00 | 580.91 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $228k | 4.4k | 51.37 |
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| Cardinal Health (CAH) | 0.1 | $225k | NEW | 946.00 | 237.56 |
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| Union Pacific Corporation (UNP) | 0.1 | $221k | NEW | 812.00 | 272.00 |
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| Corning Incorporated (GLW) | 0.1 | $218k | NEW | 852.00 | 255.45 |
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| Gentex Corporation (GNTX) | 0.1 | $217k | NEW | 8.6k | 25.27 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $215k | NEW | 792.00 | 271.95 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $215k | 429.00 | 500.39 |
|
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| Curtiss-Wright (CW) | 0.1 | $214k | -22% | 283.00 | 757.76 |
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| Ross Stores (ROST) | 0.1 | $212k | NEW | 997.00 | 212.90 |
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| Advisorshares Tr Dorsy Fsm Alcp (DWAW) | 0.1 | $209k | 4.1k | 51.14 |
|
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| Parker-Hannifin Corporation (PH) | 0.1 | $203k | NEW | 207.00 | 978.64 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $40k | -6% | 13k | 3.14 |
|
Past Filings by Advisortrust Partners
SEC 13F filings are viewable for Advisortrust Partners going back to 2025
- Advisortrust Partners 2026 Q2 filed Aug. 10, 2026
- Advisortrust Partners 2026 Q1 filed May 6, 2026
- Advisortrust Partners 2025 Q4 filed March 10, 2026