Private Trust Co Na

Latest statistics and disclosures from Private Trust Co Na's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Private Trust Co Na consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Private Trust Co Na

Private Trust Co Na holds 2562 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Private Trust Co Na has 2562 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 3.4 $39M 75k 517.95
 View chart
Apple (AAPL) 3.2 $36M 142k 254.63
 View chart
NVIDIA Corporation (NVDA) 2.4 $28M 148k 186.58
 View chart
Spdr S&p 500 Etf (SPY) 1.9 $22M 33k 666.19
 View chart
Amazon (AMZN) 1.5 $17M 78k 219.57
 View chart
Alphabet Inc Class A cs (GOOGL) 1.4 $16M -4% 66k 243.10
 View chart
iShares S&P 500 Index (IVV) 1.4 $16M +15% 24k 669.30
 View chart
Broadcom (AVGO) 1.4 $16M 48k 329.91
 View chart
Invesco Qqq Trust Series 1 (QQQ) 1.1 $12M 20k 600.36
 View chart
JPMorgan Chase & Co. (JPM) 1.0 $12M -10% 38k 315.43
 View chart
Vanguard S&p 500 Etf idx (VOO) 1.0 $11M +5% 18k 612.38
 View chart
Vanguard Total Stock Market ETF (VTI) 0.9 $9.9M -4% 30k 328.17
 View chart
Alphabet Inc Class C cs (GOOG) 0.8 $9.2M -4% 38k 243.55
 View chart
Abbvie (ABBV) 0.8 $9.0M +3% 39k 231.54
 View chart
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.8 $9.0M -4% 86k 104.51
 View chart
Oracle Corporation (ORCL) 0.8 $8.9M +11% 32k 281.24
 View chart
Facebook Inc cl a (META) 0.7 $8.0M +4% 11k 734.37
 View chart
3041 University Ave LCC 0.7 $7.9M 1.00 7910000.00
 View chart
Home Depot (HD) 0.7 $7.5M +3% 19k 405.19
 View chart
Stryker Corporation (SYK) 0.6 $7.4M +157% 20k 369.68
 View chart
Johnson & Johnson (JNJ) 0.6 $7.3M -2% 40k 185.42
 View chart
Eli Lilly & Co. (LLY) 0.6 $7.3M -20% 9.5k 762.96
 View chart
Procter & Gamble Company (PG) 0.6 $6.7M -2% 44k 153.65
 View chart
Berkshire Hathaway (BRK.B) 0.6 $6.7M -3% 13k 502.73
 View chart
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.6 $6.5M -4% 74k 87.31
 View chart
iShares S&P MidCap 400 Index (IJH) 0.6 $6.3M +21% 97k 65.26
 View chart
Exxon Mobil Corporation (XOM) 0.5 $5.9M -6% 52k 112.75
 View chart
Raytheon Technologies Corp (RTX) 0.5 $5.8M 35k 167.33
 View chart
iShares S&P SmallCap 600 Index (IJR) 0.5 $5.5M 46k 118.83
 View chart
iShares Russell 2000 Index (IWM) 0.5 $5.4M +5% 22k 241.96
 View chart
Wal-Mart Stores (WMT) 0.5 $5.4M 53k 103.06
 View chart
McDonald's Corporation (MCD) 0.5 $5.4M 18k 303.89
 View chart
Costco Wholesale Corporation (COST) 0.5 $5.3M 5.7k 925.55
 View chart
MasterCard Incorporated (MA) 0.5 $5.2M -7% 9.2k 568.83
 View chart
Chevron Corporation (CVX) 0.5 $5.2M 34k 155.29
 View chart
iShares Russell 1000 Growth Index (IWF) 0.5 $5.1M 11k 468.39
 View chart
Visa (V) 0.4 $4.8M +2% 14k 341.37
 View chart
Vanguard Europe Pacific ETF (VEA) 0.4 $4.6M -15% 77k 59.92
 View chart
Ishares Msci Usa Quality Facto invalid (QUAL) 0.4 $4.4M 23k 194.50
 View chart
International Business Machines (IBM) 0.4 $4.2M -12% 15k 282.16
 View chart
Watkins Associated Industries 0.4 $4.2M 21k 204.96
 View chart
Dimensional Etf Trust (DFAC) 0.4 $4.2M -2% 108k 38.57
 View chart
SPDR DJ Wilshire Large Cap Value (SPYV) 0.4 $4.1M -17% 74k 55.33
 View chart
Union Pacific Corporation (UNP) 0.4 $4.0M 17k 236.37
 View chart
Philip Morris International (PM) 0.4 $4.0M -7% 25k 162.20
 View chart
iShares S&P 1500 Index Fund (ITOT) 0.3 $4.0M 27k 145.65
 View chart
Palantir Technologies (PLTR) 0.3 $3.8M +14% 21k 182.42
 View chart
Tesla Motors (TSLA) 0.3 $3.7M 8.4k 444.72
 View chart
Merck & Co (MRK) 0.3 $3.7M 45k 83.93
 View chart
SPDR S&P World ex-US (SPDW) 0.3 $3.7M -3% 87k 42.79
 View chart
Ishares Tr cmn (GOVT) 0.3 $3.7M +2% 161k 23.12
 View chart
Spdr Ser Tr 1 3 hgh yield (BIL) 0.3 $3.7M +6% 40k 91.75
 View chart
Netflix (NFLX) 0.3 $3.6M +5% 3.0k 1198.96
 View chart
iShares S&P 500 Growth Index (IVW) 0.3 $3.6M 30k 120.72
 View chart
Verizon Communications (VZ) 0.3 $3.6M +5% 82k 43.95
 View chart
Spdr Series Trust dj ttl mkt etf (SPTM) 0.3 $3.6M +208% 44k 80.65
 View chart
Cisco Systems (CSCO) 0.3 $3.6M -4% 52k 68.42
 View chart
Ishares Inc core msci emkt (IEMG) 0.3 $3.5M -2% 53k 65.92
 View chart
Bank of America Corporation (BAC) 0.3 $3.4M -12% 66k 51.59
 View chart
Goldman Sachs (GS) 0.3 $3.4M -3% 4.2k 796.43
 View chart
Vanguard Value ETF (VTV) 0.3 $3.4M 18k 186.49
 View chart
Eaton (ETN) 0.3 $3.3M -6% 8.9k 374.25
 View chart
Vanguard Dividend Appreciation ETF (VIG) 0.3 $3.3M +41% 15k 215.78
 View chart
iShares Russell Midcap Index Fund (IWR) 0.3 $3.2M +9% 33k 96.55
 View chart
Pepsi (PEP) 0.3 $3.2M -7% 23k 140.44
 View chart
Abbott Laboratories (ABT) 0.3 $3.2M 24k 133.94
 View chart
SPDR Gold Trust (GLD) 0.3 $3.2M -6% 8.9k 355.46
 View chart
Qualcomm (QCOM) 0.3 $3.1M 19k 166.36
 View chart
iShares Russell 3000 Growth Index (IUSG) 0.3 $3.1M 19k 164.54
 View chart
Uber Technologies (UBER) 0.3 $3.1M 32k 97.97
 View chart
Invesco Exchange W&p 500 Qualit equities (SPHQ) 0.3 $3.1M -16% 42k 73.29
 View chart
Northrop Grumman Corporation (NOC) 0.3 $3.1M 5.0k 609.32
 View chart
Marsh & McLennan Companies (MMC) 0.3 $3.0M -9% 15k 201.53
 View chart
Vanguard Growth ETF (VUG) 0.3 $2.9M -5% 6.1k 479.61
 View chart
Caterpillar (CAT) 0.3 $2.9M 6.1k 477.11
 View chart
Nextera Energy (NEE) 0.3 $2.9M -9% 39k 75.49
 View chart
Cintas Corporation (CTAS) 0.3 $2.9M -14% 14k 205.25
 View chart
Spdr Ser Tr spdr russel 2000 (SPSM) 0.3 $2.9M -6% 62k 46.32
 View chart
Amgen (AMGN) 0.3 $2.9M +3% 10k 282.20
 View chart
Sherwin-Williams Company (SHW) 0.3 $2.9M -7% 8.3k 346.26
 View chart
SPDR Barclays Capital Inter Term (SPTI) 0.3 $2.9M -21% 99k 28.90
 View chart
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 0.3 $2.8M -11% 84k 33.89
 View chart
Invesco S&p 500 Equal Weight Etf (RSP) 0.2 $2.8M 15k 189.70
 View chart
Altria (MO) 0.2 $2.8M +2% 42k 66.06
 View chart
iShares Lehman Aggregate Bond (AGG) 0.2 $2.8M -16% 28k 100.25
 View chart
Blackstone Group Inc Com Cl A (BX) 0.2 $2.7M 16k 170.85
 View chart
First Tr Exchange Traded Fd first tr nasdaq (RDVY) 0.2 $2.6M +7% 39k 67.26
 View chart
Blackrock Etf Trust us eqt factor (DYNF) 0.2 $2.6M +67% 45k 59.20
 View chart
Honeywell International (HON) 0.2 $2.6M -4% 13k 210.50
 View chart
iShares MSCI EAFE Index Fund (EFA) 0.2 $2.6M +5% 28k 93.37
 View chart
Technology SPDR (XLK) 0.2 $2.6M -7% 9.2k 281.87
 View chart
Crowdstrike Hldgs Inc cl a (CRWD) 0.2 $2.6M -8% 5.2k 490.38
 View chart
iShares Lehman MBS Bond Fund (MBB) 0.2 $2.5M -21% 27k 95.15
 View chart
TJX Companies (TJX) 0.2 $2.5M +3% 17k 144.54
 View chart
SPDR DJ Wilshire Large Cap (SPLG) 0.2 $2.5M -9% 32k 78.34
 View chart
Automatic Data Processing (ADP) 0.2 $2.5M -6% 8.4k 293.49
 View chart
Vanguard Emerging Markets ETF (VWO) 0.2 $2.4M -10% 45k 54.18
 View chart
Powell Industries (POWL) 0.2 $2.4M -3% 8.0k 304.81
 View chart
Southern Company (SO) 0.2 $2.4M 26k 94.77
 View chart
Cme (CME) 0.2 $2.4M 9.0k 270.19
 View chart
iShares Russell 3000 Value Index (IUSV) 0.2 $2.4M +4% 24k 99.95
 View chart
iShares Russell 1000 Value Index (IWD) 0.2 $2.4M +16% 12k 203.59
 View chart
Vanguard High Dividend Yield ETF (VYM) 0.2 $2.4M +9% 17k 140.95
 View chart
iShares Russell Midcap Growth Idx. (IWP) 0.2 $2.4M -2% 17k 142.41
 View chart
Vanguard Mid-Cap ETF (VO) 0.2 $2.3M +2% 8.0k 293.74
 View chart
Thermo Fisher Scientific (TMO) 0.2 $2.3M -2% 4.7k 485.02
 View chart
Goldman Sachs Etf Tr (GSUS) 0.2 $2.3M +1064% 25k 92.40
 View chart
UnitedHealth (UNH) 0.2 $2.2M +8% 6.5k 345.30
 View chart
Utilities SPDR (XLU) 0.2 $2.2M +4% 26k 87.21
 View chart
Yandex Nv-a (NBIS) 0.2 $2.2M -3% 20k 112.27
 View chart
Invesco Nasdaq 100 Etf (QQQM) 0.2 $2.2M 9.0k 247.12
 View chart
Financial Select Sector SPDR (XLF) 0.2 $2.2M +10% 41k 53.87
 View chart
First Tr Exchng Traded Fd Vi (BUFR) 0.2 $2.2M +8% 66k 33.42
 View chart
Lockheed Martin Corporation (LMT) 0.2 $2.2M -2% 4.4k 499.19
 View chart
Coca-Cola Company (KO) 0.2 $2.2M -4% 33k 66.32
 View chart
Ishares Tr core tl usd bd (IUSB) 0.2 $2.2M -3% 46k 46.71
 View chart
At&t (T) 0.2 $2.1M +12% 76k 28.24
 View chart
Goldman Sachs Etf Tr (GCOR) 0.2 $2.1M +599% 51k 41.78
 View chart
Ishares Tr rus200 grw idx (IWY) 0.2 $2.1M +21% 7.5k 273.65
 View chart
Wells Fargo & Company (WFC) 0.2 $2.0M -12% 24k 83.82
 View chart
Ishares Tr intl dev ql fc (IQLT) 0.2 $2.0M +654% 45k 44.19
 View chart
Duke Energy (DUK) 0.2 $2.0M 16k 123.75
 View chart
Progressive Corporation (PGR) 0.2 $2.0M -13% 7.9k 246.95
 View chart
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.2 $1.9M 26k 73.46
 View chart
Blackrock (BLK) 0.2 $1.9M -2% 1.6k 1165.89
 View chart
S&p Global (SPGI) 0.2 $1.9M 3.9k 486.71
 View chart
Waste Management (WM) 0.2 $1.9M 8.6k 220.84
 View chart
Schwab Strategic Tr us dividend eq (SCHD) 0.2 $1.9M -2% 69k 27.30
 View chart
First Trust Value Line Dividend Indx Fnd (FVD) 0.2 $1.9M -5% 40k 46.24
 View chart
American Express Company (AXP) 0.2 $1.9M -13% 5.6k 332.15
 View chart
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.2 $1.8M +98% 36k 50.07
 View chart
iShares Gold Trust (IAU) 0.2 $1.8M +17% 25k 72.77
 View chart
Ecolab (ECL) 0.2 $1.8M -5% 6.4k 273.86
 View chart
Pgim Ultra Short Bd Etf etf/closed end- (PULS) 0.2 $1.8M -23% 35k 49.83
 View chart
United Rentals (URI) 0.2 $1.7M -21% 1.8k 954.66
 View chart
salesforce (CRM) 0.2 $1.7M -23% 7.2k 236.99
 View chart
Invesco S&p 500 High Div, Low V equities (SPHD) 0.2 $1.7M -2% 35k 49.45
 View chart
Select Sector Spdr Tr Communic etfeqty (XLC) 0.2 $1.7M -4% 14k 118.37
 View chart
SPDR Barclays Capital Mortgage Back ETF (SPMB) 0.2 $1.7M +8% 76k 22.44
 View chart
Pacer Fds Tr us cash cows 100 (COWZ) 0.1 $1.7M -6% 29k 57.47
 View chart
General Electric (GE) 0.1 $1.7M +12% 5.5k 300.82
 View chart
Invesco S&p 500 Top 50 Etf (XLG) 0.1 $1.7M +10% 29k 57.52
 View chart
Vaneck Vectors Semiconductor Etf semiconductor (SMH) 0.1 $1.7M +5% 5.1k 326.39
 View chart
Flextronics International Ltd Com Stk (FLEX) 0.1 $1.7M -5% 29k 57.97
 View chart
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.1 $1.7M +100% 15k 111.47
 View chart
Ishares Tr usa min vo (USMV) 0.1 $1.6M 17k 95.14
 View chart
Synopsys (SNPS) 0.1 $1.6M +819% 3.3k 493.39
 View chart
iShares Dow Jones US Technology (IYW) 0.1 $1.6M -11% 8.4k 195.86
 View chart
Lowe's Companies (LOW) 0.1 $1.6M 6.5k 251.30
 View chart
First Trust Iv Enhanced Short (FTSM) 0.1 $1.6M -17% 27k 59.91
 View chart
Deere & Company (DE) 0.1 $1.6M +23% 3.5k 457.26
 View chart
Pfizer (PFE) 0.1 $1.6M -4% 64k 25.48
 View chart
iShares Lehman Short Treasury Bond (SHV) 0.1 $1.6M +8% 15k 110.49
 View chart
Palo Alto Networks (PANW) 0.1 $1.6M -10% 7.9k 203.62
 View chart
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.1 $1.6M -17% 15k 106.49
 View chart
Pacer Fds Tr trendp 750 etf (PTLC) 0.1 $1.6M +12% 29k 54.76
 View chart
Schwab U S Broad Market ETF (SCHB) 0.1 $1.6M 61k 25.71
 View chart
Alerian Mlp Etf etf (AMLP) 0.1 $1.6M 33k 46.93
 View chart
Vanguard Total Bond Market ETF (BND) 0.1 $1.6M 21k 74.37
 View chart
Vanguard Small-Cap ETF (VB) 0.1 $1.6M +24% 6.1k 254.28
 View chart
Goldman Sachs Etf Tr activebeta int (GSIE) 0.1 $1.5M +967% 38k 41.11
 View chart
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $1.5M +14% 20k 78.90
 View chart
PIMCO Intermediate Mun Bond Strat Fund (MUNI) 0.1 $1.5M -14% 29k 52.28
 View chart
SPDR S&P MidCap 400 ETF (MDY) 0.1 $1.5M -27% 2.5k 596.03
 View chart
D First Tr Exchange-traded (FPE) 0.1 $1.5M -2% 82k 18.24
 View chart
BlackRock Credit All Inc Trust IV (BTZ) 0.1 $1.5M +12% 135k 11.05
 View chart
First Trust Morningstar Divid Ledr (FDL) 0.1 $1.5M +27% 34k 43.41
 View chart
Constellation Brands (STZ) 0.1 $1.5M 11k 134.67
 View chart
Pimco Income Strategy Fund II (PFN) 0.1 $1.5M 193k 7.59
 View chart
Wisdomtree Floating Rate Treasury Fund (USFR) 0.1 $1.5M +60% 29k 50.27
 View chart
Citigroup (C) 0.1 $1.4M +4% 14k 101.50
 View chart
3M Company (MMM) 0.1 $1.4M 9.2k 155.18
 View chart
Otis Worldwide Corp (OTIS) 0.1 $1.4M +2% 16k 91.43
 View chart
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) 0.1 $1.4M -20% 28k 50.23
 View chart
Capital Group Growth Etf (CGGR) 0.1 $1.4M +3% 32k 43.92
 View chart
Blackrock Etf Trust Ii (BINC) 0.1 $1.4M +7% 26k 53.24
 View chart
Travelers Companies (TRV) 0.1 $1.4M 5.0k 279.22
 View chart
Walt Disney Company (DIS) 0.1 $1.4M -5% 12k 114.50
 View chart
Booking Holdings (BKNG) 0.1 $1.4M -2% 258.00 5408.48
 View chart
wisdomtreetrusdivd.. (DGRW) 0.1 $1.4M -6% 16k 88.96
 View chart
Pimco Dynamic Incm Fund (PDI) 0.1 $1.4M 70k 19.80
 View chart
Chubb (CB) 0.1 $1.4M 4.9k 282.24
 View chart
iShares S&P 500 Value Index (IVE) 0.1 $1.4M -19% 6.7k 206.52
 View chart
Norfolk Southern (NSC) 0.1 $1.4M -2% 4.6k 300.41
 View chart
KLA-Tencor Corporation (KLAC) 0.1 $1.4M +16% 1.3k 1078.61
 View chart
Applovin Corp Class A (APP) 0.1 $1.4M +21% 1.9k 718.35
 View chart
Jp Morgan Exchange Traded Fd ultra shrt etf (JMST) 0.1 $1.4M -45% 27k 51.04
 View chart
Janus Detroit Str Tr (JAAA) 0.1 $1.4M +69% 27k 50.78
 View chart
General Dynamics Corporation (GD) 0.1 $1.4M 4.0k 340.96
 View chart
Ishares 0-3 Month Treasury Bd Etf (SGOV) 0.1 $1.3M +16% 13k 100.70
 View chart
WisdomTree LargeCap Dividend Fund (DLN) 0.1 $1.3M 15k 87.03
 View chart
J P Morgan Exchange Traded F ultra shrt (JPST) 0.1 $1.3M +3% 26k 50.73
 View chart
McKesson Corporation (MCK) 0.1 $1.3M -2% 1.7k 772.32
 View chart
Accenture (ACN) 0.1 $1.3M +10% 5.4k 246.60
 View chart
PNC Financial Services (PNC) 0.1 $1.3M -38% 6.6k 200.93
 View chart
Texas Instruments Incorporated (TXN) 0.1 $1.3M -4% 7.2k 183.72
 View chart
Shopify Inc cl a (SHOP) 0.1 $1.3M +17% 8.8k 148.61
 View chart
Capital Group Divid Value Etf Shs Creation Unit (CGDV) 0.1 $1.3M 31k 42.03
 View chart
Bristol Myers Squibb (BMY) 0.1 $1.3M -6% 29k 45.10
 View chart
First Tr Exhcange Traded Fd smid risng etf (SDVY) 0.1 $1.3M 34k 38.02
 View chart
Parker-Hannifin Corporation (PH) 0.1 $1.3M -2% 1.7k 758.16
 View chart
D.R. Horton (DHI) 0.1 $1.3M 7.6k 169.46
 View chart
BlackRock Core Bond Trust (BHK) 0.1 $1.3M +13% 130k 9.94
 View chart
Emerson Electric (EMR) 0.1 $1.3M -2% 9.8k 131.18
 View chart
Ishares Tr cmn (STIP) 0.1 $1.3M +17% 12k 103.36
 View chart
First Trust DB Strateg Val Idx Fnd (FTCS) 0.1 $1.3M +14% 14k 93.64
 View chart
Allstate Corporation (ALL) 0.1 $1.3M 5.9k 214.65
 View chart
Applied Materials (AMAT) 0.1 $1.3M -19% 6.2k 204.74
 View chart
Cincinnati Financial Corporation (CINF) 0.1 $1.3M -2% 8.0k 158.10
 View chart
Jp Morgan Exchange Traded Fd fund (JQUA) 0.1 $1.3M +34% 20k 62.91
 View chart
Capital Group U S Multi Sec Etf (CGMS) 0.1 $1.2M +4% 45k 27.75
 View chart
Vanguard European ETF (VGK) 0.1 $1.2M -9% 15k 79.80
 View chart
iShares Dow Jones Select Dividend (DVY) 0.1 $1.2M +2% 8.6k 142.10
 View chart
Vanguard Admiral Fds Inc equity (VOOG) 0.1 $1.2M +3% 2.8k 435.45
 View chart
Morgan Stanley (MS) 0.1 $1.2M -4% 7.6k 158.97
 View chart
Metropcs Communications (TMUS) 0.1 $1.2M -33% 5.0k 239.38
 View chart
Aon (AON) 0.1 $1.2M 3.3k 356.53
 View chart
Vanguard Intermediate-Term Bond ETF (BIV) 0.1 $1.2M +39% 15k 78.09
 View chart
Health Care SPDR (XLV) 0.1 $1.2M -8% 8.4k 139.16
 View chart
iShares MSCI EAFE Value Index (EFV) 0.1 $1.2M -12% 17k 67.83
 View chart
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.1 $1.2M +4% 14k 84.11
 View chart
SPDR DJ Wilshire Mid Cap (SPMD) 0.1 $1.2M +3% 20k 57.19
 View chart
Amplify Etf Tr a (DIVO) 0.1 $1.1M +5% 26k 44.57
 View chart
Jp Morgan Exchange Traded Fd betabuildrs us (BBUS) 0.1 $1.1M +21% 9.4k 120.66
 View chart
iShares Russell Midcap Value Index (IWS) 0.1 $1.1M -6% 8.1k 139.67
 View chart
American Electric Power Company (AEP) 0.1 $1.1M 10k 112.50
 View chart
Pimco (PYLD) 0.1 $1.1M +190% 42k 26.84
 View chart
Linde (LIN) 0.1 $1.1M 2.4k 475.09
 View chart
Lam Research (LRCX) 0.1 $1.1M +2% 8.3k 133.90
 View chart
Ishares Tr core div grwth (DGRO) 0.1 $1.1M -6% 16k 68.08
 View chart
Spdr Series Trust cmn (HYMB) 0.1 $1.1M +6% 44k 24.93
 View chart
Micron Technology (MU) 0.1 $1.1M +6% 6.5k 167.32
 View chart
Constellation Energy (CEG) 0.1 $1.1M 3.3k 329.11
 View chart
Republic Services (RSG) 0.1 $1.1M 4.7k 229.48
 View chart
SPDR Barclays Capital Aggregate Bo (SPAB) 0.1 $1.1M +29% 42k 25.85
 View chart
Vanguard REIT ETF (VNQ) 0.1 $1.1M +44% 12k 91.42
 View chart
Dimensional Etf Trust (DFAI) 0.1 $1.1M 30k 36.35
 View chart
iShares Barclays 10-20 Yr Tresry Bd (TLH) 0.1 $1.1M +13% 10k 102.99
 View chart
Starbucks Corporation (SBUX) 0.1 $1.1M +2% 13k 84.60
 View chart
Rockwell Automation (ROK) 0.1 $1.0M -5% 3.0k 349.57
 View chart
Hershey Company (HSY) 0.1 $1.0M 5.6k 187.05
 View chart
RBB (TBIL) 0.1 $1.0M +16% 21k 50.00
 View chart
Dbx Etf Tr (XAIX) 0.1 $1.0M NEW 25k 41.51
 View chart
Vanguard Int High Dvd Yld In exchange traded funds (VYMI) 0.1 $1.0M +45% 12k 84.68
 View chart
Capital Group Intl Focus Eqt (CGXU) 0.1 $1.0M 35k 29.62
 View chart
Ishares Tr Msci Usa Momentum Factor (MTUM) 0.1 $1.0M 4.0k 256.45
 View chart
Ishares Tr etf msci usa (ESGU) 0.1 $1.0M -4% 7.1k 145.60
 View chart
Casey's General Stores (CASY) 0.1 $1.0M -18% 1.8k 565.32
 View chart
Kinder Morgan (KMI) 0.1 $1.0M 36k 28.31
 View chart
Industrial SPDR (XLI) 0.1 $1.0M +14% 6.6k 154.23
 View chart

Past Filings by Private Trust Co Na

SEC 13F filings are viewable for Private Trust Co Na going back to 2013

View all past filings