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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, IVV, MSFT, GOOGL, JPM, and represent 15.77% of Colonial Trust Co / SC's stock portfolio.
Added to shares of these 10 stocks: IVV, VEA, FNDX, IGV, AGG, SLQD, MSFT, FLOT, VTV, IQLT.
Started 84 new stock positions in MDGL, PI, AVK, IGEB, ILF, PNFP, SAM, ELF, AMN, KAI.
Reduced shares in these 10 stocks: AAPL, NOW, BSCQ, RF, GOOGL, PEP, GS, LLY, WMT, PG.
Sold out of its positions in GOLF, AADR, ALKT, BWXT, BAH, CCL, Ceridian Hcm Hldg, COIN, CMC, CNXC.
Colonial Trust Co / SC was a net buyer of stock by $1.7M.
Colonial Trust Co / SC has $735M in assets under management (AUM), dropping by -1.99%.
Central Index Key (CIK): 0001954093

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Portfolio Holdings for Colonial Trust Co / SC

Colonial Trust Co / SC holds 1135 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Colonial Trust Co / SC has 1135 total positions. Only the first 250 positions are shown.

Sign up to view all of the Colonial Trust Co / SC March 31, 2026 positions
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Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	5.0	$37M	-3%	145k	253.79	View chart
Ishares Core S&p 500 Etf Etf (IVV)	3.3	$24M	+10%	37k	653.21	View chart
Microsoft Corp Stock (MSFT)	3.2	$24M	+2%	64k	370.17	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.2	$16M	-2%	56k	287.56	View chart
Jpmorgan Chase & Co Stock (JPM)	2.1	$16M		54k	294.16	View chart
Lilly Eli & Co Stock (LLY)	2.1	$16M	-2%	17k	919.78	View chart
Nvidia Corporation Stock (NVDA)	1.9	$14M		82k	174.40	View chart
Johnson & Johnson Stock (JNJ)	1.9	$14M		56k	244.44	View chart
Amazon Stock (AMZN)	1.9	$14M	+2%	66k	208.27	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	1.6	$12M	+8%	122k	99.27	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.6	$12M		166k	70.18	View chart
Walmart Stock (WMT)	1.5	$11M	-2%	86k	124.28	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)	1.3	$9.7M	+7%	193k	50.49	View chart
Applied Matls Stock (AMAT)	1.3	$9.2M	-2%	27k	341.79	View chart
Visa Inc Com Cl A Stock (V)	1.2	$9.2M		30k	302.24	View chart
Goldman Sachs Group Stock (GS)	1.2	$8.9M	-4%	11k	846.02	View chart
First Ctzns Bancshares Inc N C Cl A Stock (FCNCA)	1.2	$8.9M		4.7k	1884.66	View chart
Costco Whsl Corp Stock (COST)	1.2	$8.5M		8.5k	996.44	View chart
Eaton Corp Stock (ETN)	1.1	$8.4M		24k	357.67	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.1	$8.2M		29k	286.86	View chart
Meta Platforms Inc Cl A Stock (META)	1.1	$8.1M		14k	572.14	View chart
Palo Alto Networks Stock (PANW)	1.1	$7.9M	+4%	49k	160.32	View chart
Home Depot Stock (HD)	1.1	$7.8M	-3%	24k	328.89	View chart
Duke Energy Corp Stock (DUK)	1.0	$7.6M		58k	130.94	View chart
Waste Mgmt Inc Del Stock (WM)	1.0	$7.6M	+2%	33k	229.79	View chart
Chevron Corp Stock (CVX)	1.0	$7.6M	-2%	37k	206.90	View chart
Tjx Cos Stock (TJX)	1.0	$7.4M		47k	159.70	View chart
Oracle Corp Stock (ORCL)	1.0	$7.1M	+2%	48k	147.11	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.0	$7.0M		15k	479.19	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.9	$6.9M	+9%	135k	50.95	View chart
Union Pac Corp Stock (UNP)	0.9	$6.8M		28k	242.62	View chart
Procter And Gamble Stock (PG)	0.9	$6.4M	-4%	45k	144.44	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.9	$6.3M	+8%	137k	46.23	View chart
Coca Cola Stock (KO)	0.8	$6.0M		79k	76.05	View chart
Air Prods & Chems Stock (APD)	0.8	$5.8M	-2%	20k	290.49	View chart
Ishares S&p Midcap Fund Etf (IJH)	0.8	$5.8M		86k	67.53	View chart
Cisco Sys Stock (CSCO)	0.7	$5.3M		68k	77.59	View chart
Trane Technologies Stock (TT)	0.7	$5.3M	-3%	13k	416.73	View chart
Phillips 66 Stock (PSX)	0.7	$5.0M		28k	182.18	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	0.7	$5.0M		243k	20.42	View chart
Gallagher Arthur J & Co Stock (AJG)	0.7	$5.0M	+4%	23k	216.58	View chart
Schwab Charles Corp Stock (SCHW)	0.7	$4.8M		51k	93.98	View chart
Lockheed Martin Corp Stock (LMT)	0.7	$4.8M	-4%	8.0k	604.40	View chart
Blackstone Group Stock (BX)	0.7	$4.8M		42k	114.99	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.7	$4.8M		244k	19.62	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.6	$4.7M	+10%	14k	337.96	View chart
Nextera Energy Stock (NEE)	0.6	$4.6M		50k	92.88	View chart
Exxon Mobil Corp Stock (XOM)	0.6	$4.6M		27k	169.66	View chart
Ishares S&p Small-cap Fund Etf (IJR)	0.6	$4.5M		37k	124.31	View chart
Humana Stock (HUM)	0.6	$4.5M	-3%	26k	173.39	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.6	$4.5M		57k	78.66	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	0.6	$4.3M	+9%	228k	18.66	View chart
Stryker Corporation Stock (SYK)	0.6	$4.1M	+2%	13k	328.58	View chart
Texas Instrs Stock (TXN)	0.6	$4.1M		21k	194.14	View chart
Spdr S&p 500 Etf Etf (SPY)	0.6	$4.0M		6.2k	650.38	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.5	$4.0M	+51%	63k	64.08	View chart
Cintas Corp Stock (CTAS)	0.5	$3.9M	+2%	23k	169.14	View chart
Netflix Stock (NFLX)	0.5	$3.9M	+13%	40k	96.15	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.5	$3.8M		19k	198.29	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.5	$3.8M	-11%	196k	19.53	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.5	$3.6M	+13%	2.7k	1320.83	View chart
Pepsico Stock (PEP)	0.5	$3.6M	-10%	23k	155.29	View chart
Conocophillips Stock (COP)	0.5	$3.4M	-3%	26k	132.00	View chart
Viking Holdings Ltd Ord Stock (VIK)	0.5	$3.4M		46k	73.48	View chart
Cme Group Stock (CME)	0.5	$3.4M		12k	295.34	View chart
Invesco Bulletshares 2030 Corporate Bond Etf Etf (BSCU)	0.5	$3.4M	+5%	202k	16.72	View chart
Booking Holdings Stock (BKNG)	0.5	$3.3M	+2%	793.00	4212.76	View chart
Caterpillar Stock (CAT)	0.4	$3.3M	-3%	4.6k	708.52	View chart
Lowes Cos Stock (LOW)	0.4	$3.1M		13k	236.28	View chart
Walt Disney Stock (DIS)	0.4	$2.8M	-3%	29k	96.38	View chart
Steris Plc Shs Usd Stock (STE)	0.4	$2.8M		13k	221.13	View chart
Unitedhealth Group Stock (UNH)	0.4	$2.8M		10k	270.59	View chart
Edwards Lifesciences Corp Stock (EW)	0.4	$2.7M		33k	80.08	View chart
Eog Res Stock (EOG)	0.4	$2.6M	-2%	18k	144.57	View chart
Ecolab Stock (ECL)	0.3	$2.6M		9.6k	266.03	View chart
Vanguard Dividend Appreciation Index Fund Etf (VIG)	0.3	$2.4M	-2%	11k	215.06	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$2.4M		5.7k	426.40	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.3	$2.4M	-4%	48k	50.61	View chart
Wec Energy Group Stock (WEC)	0.3	$2.4M		21k	115.77	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.3	$2.4M		29k	83.77	View chart
Broadcom Stock (AVGO)	0.3	$2.4M	-3%	7.7k	309.53	View chart
Rtx Corporation Stock (RTX)	0.3	$2.3M	-3%	12k	192.90	View chart
Spdr Gold Shares Etf (GLD)	0.3	$2.2M		5.1k	430.29	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$2.2M	-5%	24k	90.53	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$2.2M	+16%	31k	69.75	View chart
Uber Technologies Stock (UBER)	0.3	$2.1M	+11%	30k	71.93	View chart
Vanguard Value Index Fund Etf (VTV)	0.3	$2.1M	+32%	11k	196.20	View chart
Abbvie Stock (ABBV)	0.3	$2.1M		9.6k	217.50	View chart
Deere & Co Stock (DE)	0.3	$2.0M		3.6k	563.34	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.3	$2.0M	+138%	71k	27.85	View chart
Invesco Bulletshares 2031 Corporate Bond Etf Etf (BSCV)	0.3	$1.9M	+14%	118k	16.46	View chart
Public Storage Oper Reit (PSA)	0.3	$1.9M		7.1k	270.90	View chart
Vanguard Small-cap Index Fund Etf (VB)	0.3	$1.9M	+21%	7.1k	261.93	View chart
Vanguard Mid-cap Growth Index Fund Etf (VOT)	0.3	$1.9M	-4%	7.2k	257.35	View chart
Williams Cos Stock (WMB)	0.3	$1.9M	-2%	25k	72.78	View chart
International Business Machs Stock (IBM)	0.2	$1.8M		7.5k	242.38	View chart
Realty Income Corp Reit (O)	0.2	$1.8M		30k	61.18	View chart
Philip Morris Intl Stock (PM)	0.2	$1.8M	-11%	11k	165.33	View chart
Park Natl Corp Stock (PRK)	0.2	$1.8M	-8%	11k	163.45	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)	0.2	$1.6M	+4%	37k	44.45	View chart
Vanguard Total Bond Market Index Fund Etf (BND)	0.2	$1.6M		22k	73.64	View chart
Nike Inc Cl B Stock (NKE)	0.2	$1.6M	-2%	30k	52.82	View chart
Truist Finl Corp Stock (TFC)	0.2	$1.6M	-6%	34k	45.97	View chart
Vanguard Growth Index Fund Etf (VUG)	0.2	$1.5M		3.5k	436.79	View chart
Cameco Corp Stock (CCJ)	0.2	$1.5M	-3%	14k	108.61	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.2	$1.5M		14k	106.01	View chart
Ishares Nasdaq Biotechnology Index Fund Etf (IBB)	0.2	$1.5M	-2%	8.8k	168.84	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$1.4M		6.8k	213.67	View chart
Mcdonalds Corp Stock (MCD)	0.2	$1.4M	-8%	4.4k	310.77	View chart
Ge Vernova Stock (GEV)	0.2	$1.3M		1.5k	872.82	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.2	$1.3M	+837%	16k	80.05	View chart
Verizon Communications Stock (VZ)	0.2	$1.2M	-13%	23k	50.20	View chart
General Electric Stock (GE)	0.2	$1.1M		4.0k	283.80	View chart
Invesco Qqq Trust Etf (QQQ)	0.2	$1.1M	+3%	1.9k	577.07	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$1.1M	-6%	12k	97.13	View chart
Merck & Co Stock (MRK)	0.1	$1.1M	-11%	9.0k	120.29	View chart
At&t Stock (T)	0.1	$1.1M	-6%	37k	28.99	View chart
Fedex Corp Stock (FDX)	0.1	$1.1M	-6%	3.0k	356.23	View chart
Invesco Bulletshares 2032 Corporate Bond Etf Etf (BSCW)	0.1	$1.0M	+16%	51k	20.59	View chart
American Express Stock (AXP)	0.1	$1.0M		3.4k	302.50	View chart
Cigna Corp Stock (CI)	0.1	$1.0M	-2%	3.8k	266.75	View chart
Amgen Stock (AMGN)	0.1	$966k	-5%	2.7k	351.85	View chart
Ishares Comex Gold Trust Etf (IAU)	0.1	$949k		11k	88.16	View chart
Pfizer Stock (PFE)	0.1	$929k	-9%	33k	28.08	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$922k		20k	45.65	View chart
Amer Sports Stock (AS)	0.1	$917k	+30%	28k	32.92	View chart
Medtronic Stock (MDT)	0.1	$914k		11k	86.65	View chart
Blackrock Stock (BLK)	0.1	$884k	-17%	919.00	961.71	View chart
Analog Devices Stock (ADI)	0.1	$875k		2.7k	318.12	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.1	$872k	+11%	18k	48.93	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.1	$863k		9.8k	87.84	View chart
S&p Global Stock (SPGI)	0.1	$860k	-7%	2.0k	425.40	View chart
Vanguard Mid-cap Value Index Fund Etf (VOE)	0.1	$833k	-2%	4.5k	184.28	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$829k		5.3k	155.11	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$822k	-17%	8.4k	98.38	View chart
Csx Corp Stock (CSX)	0.1	$821k		20k	41.05	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$812k		17k	48.46	View chart
Zoetis Inc Cl A Stock (ZTS)	0.1	$807k	-6%	6.8k	118.21	View chart
Enbridge Stock (ENB)	0.1	$760k	-10%	14k	54.14	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$754k	-2%	1.3k	597.55	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$750k	+3%	16k	48.05	View chart
Abbott Labs Stock (ABT)	0.1	$750k	-7%	7.3k	102.67	View chart
Qualcomm Stock (QCOM)	0.1	$743k	-3%	5.8k	128.77	View chart
Citigroup Stock (C)	0.1	$726k	-6%	6.4k	113.41	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$720k	+3%	1.4k	499.72	View chart
Bk Of America Corp Stock (BAC)	0.1	$715k	-3%	15k	48.75	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$713k		1.0k	697.72	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$713k		1.5k	491.44	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$711k		6.0k	118.45	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$708k		2.5k	287.00	View chart
Altria Group Stock (MO)	0.1	$704k	-19%	11k	65.99	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$698k		18k	38.86	View chart
Vanguard Mid-cap Index Fund Etf (VO)	0.1	$676k		2.4k	287.16	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.1	$670k		20k	33.97	View chart
Regions Financial Corp Stock (RF)	0.1	$666k	-42%	26k	26.12	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$665k	-5%	3.2k	208.06	View chart
Vanguard High Dividend Yield Etf Etf (VYM)	0.1	$650k	+8%	4.4k	148.10	View chart
Royal Bk Cda Stock (RY)	0.1	$647k	-6%	4.0k	161.79	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$645k	-22%	23k	28.71	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$640k		11k	56.68	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$635k	+10%	6.0k	106.50	View chart
Emcor Group Stock (EME)	0.1	$634k	-14%	858.00	738.56	View chart
Corning Stock (GLW)	0.1	$629k	-17%	4.6k	135.97	View chart
Automatic Data Processing Stock (ADP)	0.1	$621k		3.1k	203.18	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$621k		20k	30.48	View chart
Carlisle Cos Stock (CSL)	0.1	$616k	-2%	1.8k	333.67	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$610k		1.9k	313.81	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$597k		4.7k	128.12	View chart
General Dynamics Corp Stock (GD)	0.1	$597k		1.7k	343.31	View chart
Republic Svcs Stock (RSG)	0.1	$575k	-3%	2.6k	219.02	View chart
International Flavors&fragranc Stock (IFF)	0.1	$571k	-10%	7.9k	72.55	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.1	$570k		8.0k	71.13	View chart
Wp Carey Reit (WPC)	0.1	$568k	+3%	8.4k	67.96	View chart
Quest Diagnostics Stock (DGX)	0.1	$568k	-12%	2.9k	195.99	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.1	$537k		4.9k	110.47	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$532k		8.8k	60.65	View chart
Aflac Stock (AFL)	0.1	$525k		4.8k	109.70	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$513k	-10%	3.5k	146.30	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$507k	+3%	3.6k	142.43	View chart
Royal Caribbean Group Stock (RCL)	0.1	$490k	-12%	1.8k	275.18	View chart
Tesla Stock (TSLA)	0.1	$486k	-4%	1.3k	371.75	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$478k		5.4k	88.70	View chart
Honeywell Intl Stock (HON)	0.1	$478k		2.1k	226.04	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$476k		5.1k	92.74	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$473k		1.9k	247.97	View chart
Colgate Palmolive Stock (CL)	0.1	$470k	-6%	5.5k	85.23	View chart
Ishares Russell Mid-cap Etf Etf (IWR)	0.1	$469k		4.8k	97.23	View chart
Arista Networks Stock (ANET)	0.1	$468k		3.8k	122.78	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$456k	-7%	3.1k	145.74	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$456k		7.3k	62.45	View chart
Wells Fargo Stock (WFC)	0.1	$451k	+7%	5.7k	79.61	View chart
Invesco High Yield Equity Dividend Achievers Etf Etf (PEY)	0.1	$445k		21k	21.24	View chart
Unilever Adr (UL)	0.1	$444k		7.8k	56.97	View chart
Glaxosmithkline Adr (GSK)	0.1	$442k		8.0k	55.19	View chart
Ishares Phlx Sox Semiconductor Sector Index Fund Etf (SOXX)	0.1	$439k		1.3k	328.66	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$434k	-2%	2.4k	184.82	View chart
Laboratory Corp Amer Hldgs Stock (LH)	0.1	$431k		1.6k	266.84	View chart
Southern Stock (SO)	0.1	$426k	+42%	4.4k	96.52	View chart
Spdr S&p Midcap 400 Etf Etf (MDY)	0.1	$423k		686.00	617.20	View chart
Sherwin Williams Stock (SHW)	0.1	$423k		1.3k	320.55	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$410k	+2%	3.9k	106.15	View chart
Adobe Systems Incorporated Stock (ADBE)	0.1	$408k	-12%	1.7k	243.08	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$404k		16k	25.64	View chart
Yum Brands Stock (YUM)	0.1	$404k		2.6k	155.49	View chart
Nasdaq Stock (NDAQ)	0.1	$403k		4.7k	84.89	View chart
Ferguson Enterprises Stock (FERG)	0.1	$399k		1.7k	233.26	View chart
Travelers Companies Stock (TRV)	0.1	$389k		1.3k	291.77	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.1	$388k	-23%	8.1k	47.59	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.1	$387k		8.0k	48.32	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$386k	-3%	4.9k	79.56	View chart
L3harris Technologies Stock (LHX)	0.1	$381k		1.1k	345.02	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$377k		3.7k	102.25	View chart
Ameriprise Finl Stock (AMP)	0.1	$373k		840.00	444.40	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.1	$369k	-3%	4.5k	81.52	View chart
Linde Stock (LIN)	0.0	$365k	+6%	735.00	495.96	View chart
Eaton Vance Enhanced Equity In Cef (EOS)	0.0	$364k		18k	20.46	View chart
Lam Research Corp Stock (LRCX)	0.0	$360k	+2%	1.7k	213.72	View chart
Mckesson Corp Stock (MCK)	0.0	$358k	+21%	413.00	866.27	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$352k		2.0k	173.04	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$348k		1.9k	181.42	View chart
Packaging Corp Amer Stock (PKG)	0.0	$335k	-6%	1.6k	212.22	View chart
Kenvue Stock (KVUE)	0.0	$330k	-45%	19k	17.24	View chart
Allstate Corp Stock (ALL)	0.0	$329k	-3%	1.6k	207.34	View chart
Hershey Stock (HSY)	0.0	$327k	-36%	1.6k	207.93	View chart
Direxion Nasdaq-100 Equal Weighted Index Etf Etf (QQQE)	0.0	$313k		3.2k	98.53	View chart
Dimensional National Municipal Bond Etf Etf (DFNM)	0.0	$310k	+4%	6.5k	47.93	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$308k		2.1k	145.94	View chart
Vaneck Vectors Gold Miners Etf Etf (GDX)	0.0	$303k		3.3k	91.77	View chart
Carrier Global Corporation Stock (CARR)	0.0	$299k		5.3k	56.31	View chart
Salesforce Stock (CRM)	0.0	$299k	-19%	1.6k	186.67	View chart
Spdr Bloomberg Barclays Short Term High Yield Bond Etf Etf (SJNK)	0.0	$292k		12k	24.98	View chart
Vulcan Matls Stock (VMC)	0.0	$291k		1.1k	272.24	View chart
Servicenow Stock (NOW)	0.0	$288k	-79%	2.8k	104.54	View chart
Cardinal Health Stock (CAH)	0.0	$287k	-21%	1.4k	211.31	View chart
Marathon Pete Corp Stock (MPC)	0.0	$279k	-17%	1.1k	244.18	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.0	$278k	+29%	3.3k	84.52	View chart
Ishares Aaa Clo Active Etf Etf (CLOA)	0.0	$276k	+22%	5.3k	51.84	View chart
Sempra Energy Stock (SRE)	0.0	$275k		2.8k	97.16	View chart
Spdr Dow Jones Industrial Average Etf Etf (DIA)	0.0	$273k		590.00	463.19	View chart
American Elec Pwr Stock (AEP)	0.0	$272k	-7%	2.1k	131.09	View chart
Vanguard Small-cap Value Index Fund Etf (VBR)	0.0	$272k		1.3k	217.25	View chart
Nucor Corp Stock (NUE)	0.0	$267k		1.6k	169.10	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$267k		5.3k	49.89	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$265k		4.9k	54.05	View chart
Vanguard Health Care Index Fund Etf (VHT)	0.0	$263k	+26%	964.00	272.33	View chart
Generac Hldgs Stock (GNRC)	0.0	$263k		1.3k	195.33	View chart
Rockwell Automation Stock (ROK)	0.0	$258k		719.00	358.88	View chart
Parker-hannifin Corp Stock (PH)	0.0	$258k		288.00	894.46	View chart
Novartis Adr (NVS)	0.0	$255k	-10%	1.7k	152.78	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$254k	-7%	5.0k	50.81	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 2026 Q1 filed May 12, 2026
Colonial Trust Co / SC 2025 Q4 filed Feb. 12, 2026
Colonial Trust Co / SC 2025 Q3 filed Nov. 10, 2025
Colonial Trust Co / SC 2025 Q2 filed Aug. 13, 2025
Colonial Trust Co / SC 2025 Q1 filed May 14, 2025
Colonial Trust Co / SC 2024 Q4 filed Feb. 14, 2025
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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