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Colonial Trust Co / SC

Latest statistics and disclosures from Colonial Trust Co / SC's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, LLY, IVV, HUM, and represent 15.73% of Colonial Trust Co / SC's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$8.1M), AAPL (+$7.0M), AJG (+$6.2M), CTAS, XOM, IGRO, AGG, VIG, WEC, HD.
Started 206 new stock positions in MTD, PEGA, CE, VGM, BIIB, CDNS, NDSN, TER, ANF, LII.
Reduced shares in these 10 stocks: AMP (-$5.3M), HUM, AXP, JPST, MLM, BSCO, , IVV, Ferguson Plc F, DEO.
Sold out of its positions in SGOL, FUVV, APAM, ATRI, AGR, BANF, BIO, BL, BLK, BRZE.
Colonial Trust Co / SC was a net buyer of stock by $87M.
Colonial Trust Co / SC has $648M in assets under management (AUM), dropping by 21.37%.
Central Index Key (CIK): 0001954093

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Portfolio Holdings for Colonial Trust Co / SC

Colonial Trust Co / SC holds 1104 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Colonial Trust Co / SC has 1104 total positions. Only the first 250 positions are shown.

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Download the Colonial Trust Co / SC September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	5.8	$38M	+22%	161k	233.00	View chart
Microsoft Corp Stock (MSFT)	3.8	$25M	+7%	57k	430.30	View chart
Lilly Eli & Co Stock (LLY)	2.4	$16M		18k	885.96	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.9	$13M	-4%	22k	576.81	View chart
Humana Stock (HUM)	1.8	$12M	-18%	37k	316.74	View chart
Jpmorgan Chase & Co Stock (JPM)	1.7	$11M	+18%	52k	210.86	View chart
Amazon Stock (AMZN)	1.7	$11M	+7%	58k	186.33	View chart
Home Depot Stock (HD)	1.6	$11M	+22%	26k	405.20	View chart
Unitedhealth Group Stock (UNH)	1.5	$9.5M	+10%	16k	584.67	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.4	$9.2M	+10%	147k	62.69	View chart
Nvidia Corporation Stock (NVDA)	1.4	$9.0M	+892%	74k	121.44	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.4	$8.8M	+5%	53k	165.85	View chart
Johnson & Johnson Stock (JNJ)	1.3	$8.5M	+11%	53k	162.06	View chart
Oracle Corp Stock (ORCL)	1.3	$8.3M	+3%	49k	170.40	View chart
Visa Inc Com Cl A Stock (V)	1.3	$8.3M	+4%	30k	274.95	View chart
Eaton Corp Stock (ETN)	1.2	$7.7M		23k	331.44	View chart
Costco Whsl Corp Stock (COST)	1.2	$7.6M		8.6k	886.48	View chart
Walmart Stock (WMT)	1.1	$7.3M	+17%	90k	80.75	View chart
Procter And Gamble Stock (PG)	1.1	$7.2M	+22%	42k	173.20	View chart
Palo Alto Networks Stock (PANW)	1.1	$7.2M	+6%	21k	341.81	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)	1.1	$7.2M	+21%	142k	50.43	View chart
Union Pac Corp Stock (UNP)	1.1	$7.1M	+7%	29k	246.48	View chart
Duke Energy Corp Stock (DUK)	1.0	$6.6M	+14%	57k	115.30	View chart
Pepsico Stock (PEP)	1.0	$6.6M	+13%	39k	170.05	View chart
Meta Platforms Inc Cl A Stock (META)	1.0	$6.5M	+10%	11k	572.46	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	1.0	$6.4M	+5%	18k	353.47	View chart
Gallagher Arthur J & Co Stock (AJG)	1.0	$6.2M	+21987%	22k	281.37	View chart
Waste Mgmt Inc Del Stock (WM)	0.9	$6.0M	+3%	29k	207.60	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.9	$6.0M	+5%	13k	460.27	View chart
Air Prods & Chems Stock (APD)	0.9	$5.6M	+11%	19k	297.75	View chart
Blackstone Group Stock (BX)	0.9	$5.6M	+8%	36k	153.13	View chart
Trane Technologies Stock (TT)	0.8	$5.5M		14k	388.72	View chart
Chevron Corp Stock (CVX)	0.8	$5.5M	+14%	37k	147.27	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.8	$5.5M		107k	51.04	View chart
Applied Matls Stock (AMAT)	0.8	$5.4M	+5%	27k	202.05	View chart
Goldman Sachs Group Stock (GS)	0.8	$5.4M	+2%	11k	495.10	View chart
Coca Cola Stock (KO)	0.8	$5.3M	+12%	74k	71.86	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.8	$5.3M	+80%	52k	101.27	View chart
Cintas Corp Stock (CTAS)	0.8	$5.2M	+310%	25k	205.88	View chart
Lockheed Martin Corp Stock (LMT)	0.8	$5.2M	+22%	8.8k	584.58	View chart
Phillips 66 Stock (PSX)	0.8	$4.9M	+4%	38k	131.45	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.8	$4.9M	+5%	29k	167.19	View chart
Exxon Mobil Corp Stock (XOM)	0.8	$4.9M	+95%	42k	117.22	View chart
Tjx Cos Stock (TJX)	0.7	$4.8M	+18%	41k	117.54	View chart
Ishares S&p Midcap Fund Etf (IJH)	0.7	$4.8M	+4%	77k	62.32	View chart
Stryker Corporation Stock (SYK)	0.7	$4.4M	+7%	12k	361.25	View chart
Texas Instrs Stock (TXN)	0.7	$4.3M	+10%	21k	206.57	View chart
Conocophillips Stock (COP)	0.6	$4.1M	+4%	39k	105.28	View chart
Nextera Energy Stock (NEE)	0.6	$4.0M	+23%	48k	84.53	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.6	$3.8M	+17%	92k	41.77	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.6	$3.7M		90k	41.49	View chart
Ishares S&p Small-cap Fund Etf (IJR)	0.6	$3.7M	+82%	31k	116.96	View chart
Spdr S&p 500 Etf Etf (SPY)	0.6	$3.6M		6.3k	573.80	View chart
Cisco Sys Stock (CSCO)	0.5	$3.5M	+11%	66k	53.22	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.5	$3.4M	+88%	57k	61.11	View chart
Lowes Cos Stock (LOW)	0.5	$3.2M	+8%	12k	270.85	View chart
Walt Disney Stock (DIS)	0.5	$3.1M		32k	96.19	View chart
Hershey Stock (HSY)	0.5	$3.0M	+18%	16k	191.78	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.4	$2.9M	-36%	57k	50.74	View chart
Fedex Corp Stock (FDX)	0.4	$2.8M	+24%	10k	273.67	View chart
Nike Inc Cl B Stock (NKE)	0.4	$2.8M		31k	88.40	View chart
Truist Finl Corp Stock (TFC)	0.4	$2.8M	+68%	65k	42.77	View chart
Steris Plc Shs Usd Stock (STE)	0.4	$2.7M	+12%	11k	242.55	View chart
Zoetis Inc Cl A Stock (ZTS)	0.4	$2.7M	+22%	14k	195.38	View chart
Verizon Communications Stock (VZ)	0.4	$2.7M	+17%	60k	44.91	View chart
Booking Holdings Stock (BKNG)	0.4	$2.5M	+55%	603.00	4212.30	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.4	$2.5M	+1473%	34k	74.59	View chart
Schwab Charles Corp Stock (SCHW)	0.4	$2.5M	+13%	39k	64.81	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.4	$2.5M	+21%	126k	19.72	View chart
Cme Group Stock (CME)	0.4	$2.4M	+30%	11k	220.65	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.4	$2.4M	+19%	123k	19.56	View chart
Abbvie Stock (ABBV)	0.4	$2.4M	+35%	12k	197.47	View chart
Eog Res Stock (EOG)	0.4	$2.4M	+15%	19k	122.93	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	0.4	$2.3M	+29%	114k	20.56	View chart
Raytheon Technologies Corp Stock (RTX)	0.4	$2.3M	+3%	19k	121.16	View chart
Public Storage Oper Reit (PSA)	0.3	$2.1M	+19%	5.8k	363.88	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$2.1M		5.5k	375.40	View chart
Edwards Lifesciences Corp Stock (EW)	0.3	$2.1M	+20%	31k	65.99	View chart
Vanguard Dividend Appreciation Index Fund Etf (VIG)	0.3	$2.1M	+3118%	10k	198.06	View chart
Adobe Systems Incorporated Stock (ADBE)	0.3	$2.0M	+16%	3.9k	517.83	View chart
Ecolab Stock (ECL)	0.3	$2.0M	+12%	7.7k	255.34	View chart
Wec Energy Group Stock (WEC)	0.3	$2.0M	+4914%	21k	96.18	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	0.3	$1.9M	+132%	103k	18.81	View chart
International Business Machs Stock (IBM)	0.3	$1.9M	+109%	8.4k	221.07	View chart
Vanguard Mid-cap Growth Index Fund Etf (VOT)	0.3	$1.9M		7.6k	243.47	View chart
Borgwarner Stock (BWA)	0.3	$1.9M	+5%	51k	36.29	View chart
Merck & Co Stock (MRK)	0.3	$1.8M	+14%	16k	113.56	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.3	$1.8M	-6%	85k	20.65	View chart
Mcdonalds Corp Stock (MCD)	0.3	$1.7M	+20%	5.7k	304.51	View chart
International Flavors&fragranc Stock (IFF)	0.3	$1.7M	+1749%	16k	104.93	View chart
Linde Stock (LIN)	0.3	$1.7M	+1203%	3.5k	476.91	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$1.7M		21k	78.05	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$1.6M		8.5k	189.80	View chart
American Elec Pwr Stock (AEP)	0.2	$1.5M	+11%	15k	102.60	View chart
Broadcom Stock (AVGO)	0.2	$1.5M	+956%	8.8k	172.50	View chart
Ishares Nasdaq Biotechnology Index Fund Etf (IBB)	0.2	$1.5M	-6%	10k	145.60	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)	0.2	$1.5M	+26%	31k	47.29	View chart
Philip Morris Intl Stock (PM)	0.2	$1.4M	+126%	12k	121.40	View chart
Amgen Stock (AMGN)	0.2	$1.4M	+24%	4.2k	322.21	View chart
Realty Income Corp Reit (O)	0.2	$1.4M	+11%	21k	63.42	View chart
Pfizer Stock (PFE)	0.2	$1.3M		46k	28.94	View chart
Vanguard Mid-cap Index Fund Etf (VO)	0.2	$1.3M	+169%	5.0k	263.84	View chart
Blackrock Stock	0.2	$1.3M	NEW	1.4k	949.51	View chart
Kenvue Stock (KVUE)	0.2	$1.3M	+12%	56k	23.13	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.2	$1.3M	+810%	12k	106.76	View chart
General Electric Stock (GE)	0.2	$1.3M	+67%	6.8k	188.59	View chart
Caterpillar Stock (CAT)	0.2	$1.3M		3.2k	391.12	View chart
Deere & Co Stock (DE)	0.2	$1.3M	+3%	3.0k	417.33	View chart
Vanguard Small-cap Index Fund Etf (VB)	0.2	$1.2M	+142%	5.0k	237.22	View chart
Medtronic Stock (MDT)	0.2	$1.1M	+25%	13k	90.03	View chart
American Express Stock (AXP)	0.2	$1.1M	-68%	4.1k	271.20	View chart
Qualcomm Stock (QCOM)	0.2	$1.1M	+14%	6.4k	170.05	View chart
Cigna Corp Stock (CI)	0.2	$1.1M	+18%	3.1k	346.44	View chart
S&p Global Stock (SPGI)	0.2	$1.1M	-3%	2.1k	516.63	View chart
Automatic Data Processing Stock (ADP)	0.2	$1.1M	+20%	3.8k	276.75	View chart
Abbott Labs Stock (ABT)	0.2	$1.0M	+20%	9.0k	114.01	View chart
Regions Financial Corp Stock (RF)	0.2	$1.0M		44k	23.33	View chart
Analog Devices Stock (ADI)	0.2	$1.0M	+72%	4.5k	230.17	View chart
At&t Stock (T)	0.2	$1.0M	+160%	47k	22.00	View chart
Carlisle Cos Stock (CSL)	0.2	$1.0M		2.3k	449.67	View chart
Spdr Gold Shares Etf (GLD)	0.2	$998k	+13%	4.1k	243.06	View chart
Invesco Bulletshares 2030 Corporate Bond Etf Etf (BSCU)	0.2	$992k	+70%	59k	16.95	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$972k	+7%	7.1k	136.33	View chart
Diageo Adr (DEO)	0.1	$951k	-24%	6.8k	140.33	View chart
Altria Group Stock (MO)	0.1	$946k	+83%	19k	51.04	View chart
Vanguard Value Index Fund Etf (VTV)	0.1	$929k	+66%	5.3k	174.57	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$926k	-4%	1.5k	618.64	View chart
Halliburton Stock (HAL)	0.1	$894k	+22%	31k	29.05	View chart
Invesco Qqq Trust Etf (QQQ)	0.1	$860k	+13%	1.8k	488.07	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.1	$853k	+77%	32k	27.01	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$843k	+10%	15k	57.41	View chart
General Dynamics Corp Stock (GD)	0.1	$823k	+18%	2.7k	302.17	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.1	$818k	NEW	9.8k	83.21	View chart
Aflac Stock (AFL)	0.1	$800k	+5%	7.2k	111.80	View chart
Invesco Bulletshares 2031 Corporate Bond Etf Etf (BSCV)	0.1	$789k	+64%	47k	16.67	View chart
Sensata Technologies Hldg Stock (ST)	0.1	$788k	-11%	22k	35.86	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$781k	+23%	3.1k	248.46	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$780k		21k	37.56	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$776k		9.3k	83.63	View chart
Csx Corp Stock (CSX)	0.1	$773k	+3%	22k	34.53	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$765k	+79%	1.5k	527.67	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$752k	-8%	6.4k	117.29	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$750k	-19%	5.7k	132.26	View chart
Vanguard Mid-cap Value Index Fund Etf (VOE)	0.1	$744k		4.4k	167.67	View chart
Wp Carey Reit (WPC)	0.1	$738k	-12%	12k	62.30	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$726k	+22%	5.1k	142.29	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$705k		5.3k	131.91	View chart
Dominion Energy Stock (D)	0.1	$697k	+76%	12k	57.79	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$697k	+54%	6.5k	107.66	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.1	$688k	-28%	14k	48.68	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$677k	+11%	3.7k	184.84	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$672k	+27%	13k	51.74	View chart
Elevance Health Stock (ELV)	0.1	$669k	+12%	1.3k	520.18	View chart
Unilever Adr (UL)	0.1	$655k	-11%	10k	64.96	View chart
Vanguard Total Bond Market Index Fund Etf (BND)	0.1	$653k	-2%	8.7k	75.11	View chart
Bk Of America Corp Stock (BAC)	0.1	$650k	+20%	16k	39.68	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$637k		19k	34.29	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$637k	+70%	1.3k	493.70	View chart
Nasdaq Stock (NDAQ)	0.1	$616k	+6%	8.4k	73.01	View chart
Quest Diagnostics Stock (DGX)	0.1	$616k	-9%	4.0k	155.26	View chart
Vanguard Growth Index Fund Etf (VUG)	0.1	$613k		1.6k	383.93	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$568k	-15%	2.4k	241.09	View chart
Ishares Comex Gold Trust Etf (IAU)	0.1	$567k		11k	49.70	View chart
Alps Sector Dividend Dogs Etf Etf (SDOG)	0.1	$538k	NEW	9.2k	58.82	View chart
Paychex Stock (PAYX)	0.1	$525k	+14%	3.9k	134.19	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$521k		1.8k	284.00	View chart
Republic Svcs Stock (RSG)	0.1	$520k		2.6k	200.84	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$515k	-2%	3.1k	166.37	View chart
Honeywell Intl Stock (HON)	0.1	$506k	+51%	2.4k	206.75	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$502k	+5%	8.4k	59.51	View chart
Fiserv Stock (FI)	0.1	$493k		2.7k	179.64	View chart
Cameco Corp Stock (CCJ)	0.1	$490k	+42%	10k	47.76	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$479k	-7%	6.0k	80.30	View chart
Vanguard High Dividend Yield Etf Etf (VYM)	0.1	$478k	+416%	3.7k	128.20	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$470k	+100%	6.4k	73.67	View chart
Colgate Palmolive Stock (CL)	0.1	$469k	+15%	4.5k	103.81	View chart
Lululemon Athletica Stock (LULU)	0.1	$462k	-30%	1.7k	271.35	View chart
Enbridge Stock (ENB)	0.1	$460k	+8%	11k	40.61	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$455k		11k	41.69	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$447k		762.00	586.52	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$442k	NEW	5.3k	84.26	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.1	$441k	-7%	2.7k	162.76	View chart
Sempra Energy Stock (SRE)	0.1	$440k	+106%	5.3k	83.64	View chart
Royal Bk Cda Stock (RY)	0.1	$440k	+10%	3.5k	124.73	View chart
Invesco High Yield Equity Dividend Achievers Etf Etf (PEY)	0.1	$437k	+23%	20k	21.86	View chart
Crown Castle Intl Corp Reit (CCI)	0.1	$431k	+102%	3.6k	118.63	View chart
Packaging Corp Amer Stock (PKG)	0.1	$429k	+3%	2.0k	215.40	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$429k	+2%	4.4k	97.42	View chart
Metlife Stock (MET)	0.1	$428k	+12%	5.2k	82.47	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$427k		4.0k	106.19	View chart
Spdr S&p Midcap 400 Etf Etf (MDY)	0.1	$426k		748.00	569.82	View chart
Ishares Russell Mid-cap Etf Etf (IWR)	0.1	$425k	+286%	4.8k	88.14	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$419k	+23%	1.9k	220.90	View chart
Genuine Parts Stock (GPC)	0.1	$418k		3.0k	139.68	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.1	$411k		14k	29.48	View chart
Ameriprise Finl Stock (AMP)	0.1	$411k	-92%	876.00	468.62	View chart
Emcor Group Stock (EME)	0.1	$408k	-20%	947.00	430.32	View chart
Yum Brands Stock (YUM)	0.1	$406k		2.9k	139.72	View chart
Ge Vernova Stock (GEV)	0.1	$403k	NEW	1.6k	254.98	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.1	$396k		4.1k	95.95	View chart
Sherwin Williams Stock (SHW)	0.1	$395k		1.0k	381.67	View chart
Microchip Technology Stock (MCHP)	0.1	$388k	+11%	4.8k	80.29	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.1	$388k	-35%	1.8k	220.05	View chart
Carrier Global Corporation Stock (CARR)	0.1	$382k	-8%	4.7k	80.49	View chart
Royal Caribbean Group Stock (RCL)	0.1	$379k		2.1k	177.36	View chart
Laboratory Corp Amer Hldgs Stock (LH)	0.1	$373k	NEW	1.7k	223.44	View chart
L3harris Technologies Stock (LHX)	0.1	$372k	-14%	1.6k	237.88	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$372k	+57%	704.00	528.07	View chart
Wells Fargo Stock (WFC)	0.1	$370k	+121%	6.6k	56.49	View chart
Ishares Core Dividend Etf Etf (DIVB)	0.1	$368k		7.6k	48.45	View chart
Archer Daniels Midland Stock (ADM)	0.1	$366k	+26%	6.1k	59.74	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.1	$364k		8.0k	45.51	View chart
Ishares Aaa Clo Active Etf Etf (CLOA)	0.1	$362k	NEW	7.0k	51.97	View chart
Fastenal Stock (FAST)	0.1	$357k	+35%	5.0k	71.42	View chart
Novo-nordisk A S Adr (NVO)	0.1	$354k	+20%	3.0k	119.08	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$352k		3.7k	95.49	View chart
Glaxosmithkline Adr (GSK)	0.1	$347k		8.5k	40.88	View chart
Southern Stock (SO)	0.1	$347k	+158%	3.8k	90.18	View chart
Travelers Companies Stock (TRV)	0.1	$343k		1.5k	234.10	View chart
Novartis Adr (NVS)	0.1	$342k	-5%	3.0k	115.02	View chart
Danaher Corporation Stock (DHR)	0.1	$331k		1.2k	278.02	View chart
Invesco Bulletshares 2032 Corporate Bond Etf Etf (BSCW)	0.0	$323k	+2%	15k	20.97	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$322k	+80%	6.1k	52.81	View chart
Avery Dennison Corp Stock (AVY)	0.0	$316k		1.4k	222.34	View chart
Pulte Group Stock (PHM)	0.0	$312k		2.2k	143.53	View chart
Corning Stock (GLW)	0.0	$311k	-13%	6.9k	45.15	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$307k		4.3k	71.08	View chart
Raymond James Finl Stock (RJF)	0.0	$306k		2.5k	122.46	View chart
Tesla Stock (TSLA)	0.0	$303k	+39%	1.2k	261.71	View chart
Spdr Bloomberg Barclays Short Term High Yield Bond Etf Etf (SJNK)	0.0	$301k		12k	25.75	View chart
Allstate Corp Stock (ALL)	0.0	$300k	+9%	1.6k	189.65	View chart
Entergy Corp Stock (ETR)	0.0	$299k	+20%	2.3k	131.61	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$299k	-11%	3.3k	91.31	View chart
Synopsys Stock (SNPS)	0.0	$298k	+34%	589.00	506.53	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$298k		2.0k	151.62	View chart
American Tower Corp Reit (AMT)	0.0	$296k	+21%	1.3k	232.62	View chart
Vanguard Small-cap Value Index Fund Etf (VBR)	0.0	$295k		1.5k	200.78	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$292k		2.1k	142.04	View chart
Salesforce Stock (CRM)	0.0	$292k	+31%	1.1k	273.71	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$291k	-12%	6.7k	43.42	View chart
Ferguson Enterprises Stock (FERG)	0.0	$289k	NEW	1.4k	201.86	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$288k		2.8k	103.94	View chart
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh Stock (BN)	0.0	$288k	-10%	5.4k	53.15	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$287k	+13%	6.0k	47.85	View chart
Dimensional National Municipal Bond Etf Etf (DFNM)	0.0	$287k		5.9k	48.54	View chart
Direxion Nasdaq-100 Equal Weighted Index Shares Etf (QQQE)	0.0	$287k		3.2k	90.20	View chart
Cubesmart Reit (CUBE)	0.0	$279k	+21%	5.2k	53.23	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.0	$277k	+46%	5.4k	51.10	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$274k	+60%	4.3k	63.26	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$273k	+10%	1.6k	173.65	View chart

Past Filings by Colonial Trust Co / SC

SEC 13F filings are viewable for Colonial Trust Co / SC going back to 2022

Colonial Trust Co / SC 2024 Q3 filed Nov. 12, 2024
Colonial Trust Co / SC 2024 Q1 filed May 14, 2024
Colonial Trust Co / SC 2023 Q4 filed Feb. 14, 2024
Colonial Trust Co / SC 2023 Q3 filed Nov. 13, 2023
Colonial Trust Co / SC 2023 Q2 filed Aug. 14, 2023
Colonial Trust Co / SC 2023 Q1 filed May 11, 2023
Colonial Trust Co / SC 2022 Q4 filed Feb. 14, 2023
Colonial Trust Co / SC 2022 Q3 filed Nov. 14, 2022

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