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Private Trust Co Na

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

Top 5 stock holdings are AAPL, MSFT, SPY, NVDA, AMZN, and represent 11.37% of Private Trust Co Na's stock portfolio.
Added to shares of these 10 stocks: SPY, XOM, NVDA, SWK, IBM, CGMS, ECL, SGOV, VONV, CGXU.
Started 253 new stock positions in WK, VLY, DDS, PBR, FAF, IBTJ, EPS, WNS, G, MLI.
Reduced shares in these 10 stocks: IJH, FLMX, GSY, IEFA, TFI, IUSG, GOVT, NOC, IYW, SHW.
Sold out of its positions in ACMR, ARKG, ALE, KNTK, AMPH, AIT, ALV, BILI, BXMT, BE.
Private Trust Co Na was a net buyer of stock by $19M.
Private Trust Co Na has $972M in assets under management (AUM), dropping by -0.23%.
Central Index Key (CIK): 0001277557

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Portfolio Holdings for Private Trust Co Na

Private Trust Co Na holds 2469 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Private Trust Co Na has 2469 total positions. Only the first 250 positions are shown.

Sign up to view all of the Private Trust Co Na March 31, 2025 positions
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Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.2	$31M		141k	222.13	View chart
Microsoft Corporation (MSFT)	2.9	$28M		75k	375.39	View chart
Spdr S&p 500 Etf (SPY)	2.0	$20M	+14%	35k	559.39	View chart
NVIDIA Corporation (NVDA)	1.7	$17M	+7%	152k	108.38	View chart
Amazon (AMZN)	1.5	$15M	+3%	78k	190.26	View chart
iShares S&P 500 Index (IVV)	1.3	$13M	+3%	23k	561.91	View chart
Alphabet Inc Class A cs (GOOGL)	1.1	$10M		66k	154.64	View chart
JPMorgan Chase & Co. (JPM)	1.0	$10M	+3%	41k	245.30	View chart
Vanguard Total Stock Market ETF (VTI)	1.0	$9.7M	+5%	35k	274.84	View chart
Eli Lilly & Co. (LLY)	1.0	$9.5M		12k	825.91	View chart
Invesco Qqq Trust Series 1 (QQQ)	0.9	$8.9M	-2%	19k	468.92	View chart
Vanguard S&p 500 Etf idx (VOO)	0.9	$8.7M	+6%	17k	513.91	View chart
Exxon Mobil Corporation (XOM)	0.8	$8.2M	+25%	69k	118.93	View chart
Procter & Gamble Company (PG)	0.8	$7.8M	-7%	46k	170.42	View chart
Abbvie (ABBV)	0.8	$7.7M		37k	209.52	View chart
Broadcom (AVGO)	0.8	$7.6M	+3%	45k	167.43	View chart
Berkshire Hathaway (BRK.B)	0.7	$7.2M		14k	532.58	View chart
Johnson & Johnson (JNJ)	0.7	$7.0M	-2%	42k	165.84	View chart
SPDR DJ Wilshire Large Cap Growth (SPYG)	0.7	$6.8M	-3%	85k	80.37	View chart
Home Depot (HD)	0.7	$6.5M		18k	366.49	View chart
Alphabet Inc Class C cs (GOOG)	0.6	$6.3M	+6%	40k	156.23	View chart
Ishares Core Msci Eafe Etf core msci eafe (IEFA)	0.6	$6.2M	-14%	81k	75.65	View chart
Facebook Inc cl a (META)	0.6	$5.9M	+4%	10k	576.37	View chart
McDonald's Corporation (MCD)	0.6	$5.7M		18k	312.37	View chart
MasterCard Incorporated (MA)	0.6	$5.7M	+5%	10k	548.13	View chart
SPDR DJ Wilshire Large Cap Value (SPYV)	0.5	$5.3M	+10%	104k	51.07	View chart
Chevron Corporation (CVX)	0.5	$5.3M	+4%	32k	167.29	View chart
Costco Wholesale Corporation (COST)	0.5	$5.2M	+5%	5.5k	945.84	View chart
Vanguard Europe Pacific ETF (VEA)	0.5	$4.9M	-9%	97k	50.83	View chart
iShares S&P SmallCap 600 Index (IJR)	0.5	$4.8M	-3%	46k	104.57	View chart
iShares S&P MidCap 400 Index (IJH)	0.5	$4.8M	-24%	82k	58.35	View chart
Raytheon Technologies Corp (RTX)	0.5	$4.7M	+4%	36k	132.46	View chart
Visa (V)	0.5	$4.7M	+5%	13k	350.46	View chart
Wal-Mart Stores (WMT)	0.5	$4.4M	-2%	50k	87.79	View chart
iShares Russell 1000 Growth Index (IWF)	0.4	$4.3M	-2%	12k	361.09	View chart
iShares Russell 2000 Index (IWM)	0.4	$4.3M	-4%	21k	199.49	View chart
Oracle Corporation (ORCL)	0.4	$4.1M	+7%	30k	139.81	View chart
International Business Machines (IBM)	0.4	$4.1M	+27%	17k	248.66	View chart
Philip Morris International (PM)	0.4	$4.1M	-13%	26k	158.73	View chart
UnitedHealth (UNH)	0.4	$4.1M	+5%	7.8k	523.75	View chart
Pepsi (PEP)	0.4	$3.9M	-13%	26k	149.94	View chart
Merck & Co (MRK)	0.4	$3.9M		44k	89.76	View chart
Dimensional Etf Trust (DFAC)	0.4	$3.9M	-5%	119k	32.99	View chart
iShares Lehman Aggregate Bond (AGG)	0.4	$3.9M	-10%	40k	98.92	View chart
Union Pacific Corporation (UNP)	0.4	$3.9M	+5%	16k	236.24	View chart
Ishares Msci Usa Quality Facto invalid (QUAL)	0.4	$3.7M		22k	170.89	View chart
iShares S&P Natl AMTFr Mncpl Bd (MUB)	0.4	$3.7M	-12%	35k	105.44	View chart
Cintas Corporation (CTAS)	0.4	$3.6M	-4%	17k	205.53	View chart
iShares S&P 1500 Index Fund (ITOT)	0.3	$3.4M		28k	122.01	View chart
Spdr Ser Tr 1 3 hgh yield (BIL)	0.3	$3.2M	+2%	35k	91.73	View chart
Nextera Energy (NEE)	0.3	$3.2M	+5%	45k	70.89	View chart
Chubb (CB)	0.3	$3.2M	+2%	11k	301.99	View chart
Verizon Communications (VZ)	0.3	$3.1M		69k	45.36	View chart
Abbott Laboratories (ABT)	0.3	$3.1M	+3%	24k	132.65	View chart
Sherwin-Williams Company (SHW)	0.3	$3.1M	-17%	9.0k	349.19	View chart
Bank of America Corporation (BAC)	0.3	$3.1M	-2%	75k	41.73	View chart
Ishares Tr cmn (GOVT)	0.3	$3.1M	-20%	134k	22.98	View chart
SPDR S&P World ex-US (SPDW)	0.3	$3.1M	+8%	84k	36.41	View chart
Amgen (AMGN)	0.3	$3.0M	-2%	9.7k	311.54	View chart
Cisco Systems (CSCO)	0.3	$3.0M	+6%	49k	61.71	View chart
Stryker Corporation (SYK)	0.3	$2.9M	+9%	7.9k	372.26	View chart
iShares S&P 500 Growth Index (IVW)	0.3	$2.9M	-2%	32k	92.83	View chart
Marsh & McLennan Companies (MMC)	0.3	$2.9M	-4%	12k	244.03	View chart
iShares Lehman MBS Bond Fund (MBB)	0.3	$2.9M	-11%	31k	93.78	View chart
Vanguard Value ETF (VTV)	0.3	$2.9M	+5%	17k	172.74	View chart
Automatic Data Processing (ADP)	0.3	$2.9M	-3%	9.5k	305.52	View chart
SPDR Gold Trust (GLD)	0.3	$2.9M	+9%	10k	288.13	View chart
Northrop Grumman Corporation (NOC)	0.3	$2.7M	-21%	5.4k	512.05	View chart
Progressive Corporation (PGR)	0.3	$2.7M	-5%	9.7k	283.01	View chart
Honeywell International (HON)	0.3	$2.7M	+9%	13k	211.75	View chart
Netflix (NFLX)	0.3	$2.6M	-3%	2.8k	932.53	View chart
Invesco S&p 500 Equal Weight Etf (RSP)	0.3	$2.6M	-2%	15k	173.23	View chart
iShares Russell Midcap Index Fund (IWR)	0.3	$2.6M	+14%	31k	85.07	View chart
SPDR Barclays Capital Inter Term (SPTI)	0.3	$2.6M	+2%	91k	28.58	View chart
SPDR Barclay Cp Intr Trm Cr Bd (SPIB)	0.3	$2.6M	+20%	78k	33.24	View chart
Ishares Inc core msci emkt (IEMG)	0.3	$2.6M	+22%	48k	53.97	View chart
Coca-Cola Company (KO)	0.3	$2.6M		36k	71.62	View chart
Qualcomm (QCOM)	0.3	$2.6M	+10%	17k	153.61	View chart
Caterpillar (CAT)	0.3	$2.6M	-8%	7.8k	329.80	View chart
salesforce (CRM)	0.3	$2.5M	+8%	9.3k	268.37	View chart
SPDR DJ Wilshire Large Cap (SPLG)	0.3	$2.5M	+10%	38k	65.76	View chart
First Tr Exchng Traded Fd Vi (BUFR)	0.3	$2.5M	+19%	83k	29.69	View chart
Altria (MO)	0.3	$2.4M	-3%	41k	60.02	View chart
Thermo Fisher Scientific (TMO)	0.3	$2.4M	+7%	4.9k	497.60	View chart
Southern Company (SO)	0.2	$2.4M	+10%	26k	91.95	View chart
First Trust Iv Enhanced Short (FTSM)	0.2	$2.4M	+18%	40k	59.84	View chart
iShares Russell 3000 Growth Index (IUSG)	0.2	$2.4M	-26%	19k	127.08	View chart
Invesco Exchange W&p 500 Qualit equities (SPHQ)	0.2	$2.4M	-6%	36k	66.34	View chart
Vanguard Emerging Markets ETF (VWO)	0.2	$2.4M	+2%	53k	45.26	View chart
Vanguard Dividend Appreciation ETF (VIG)	0.2	$2.3M	+6%	12k	193.98	View chart
Eaton (ETN)	0.2	$2.3M	+7%	8.6k	271.83	View chart
Spdr Ser Tr spdr russel 2000 (SPSM)	0.2	$2.3M	+8%	57k	40.76	View chart
iShares Russell 1000 Value Index (IWD)	0.2	$2.3M	-7%	12k	188.15	View chart
TJX Companies (TJX)	0.2	$2.3M	+38%	19k	121.80	View chart
Schwab Strategic Tr us dividend eq (SCHD)	0.2	$2.2M		79k	27.96	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	0.2	$2.2M	+16%	6.2k	352.58	View chart
Jp Morgan Exchange Traded Fd ultra shrt etf (JMST)	0.2	$2.2M		43k	50.85	View chart
Constellation Brands (STZ)	0.2	$2.1M		12k	183.52	View chart
Ishares Tr core tl usd bd (IUSB)	0.2	$2.1M	-13%	46k	46.08	View chart
iShares Russell 3000 Value Index (IUSV)	0.2	$2.1M		23k	92.29	View chart
Metropcs Communications (TMUS)	0.2	$2.0M		7.7k	266.71	View chart
First Trust Value Line Dividend Indx Fnd (FVD)	0.2	$2.0M		45k	44.59	View chart
Uber Technologies (UBER)	0.2	$2.0M	+8%	28k	72.86	View chart
Invesco S&p 500 High Div, Low V equities (SPHD)	0.2	$2.0M	+5%	40k	50.23	View chart
Technology SPDR (XLK)	0.2	$2.0M		9.7k	206.49	View chart
S&p Global (SPGI)	0.2	$2.0M	+3%	3.9k	508.10	View chart
Financial Select Sector SPDR (XLF)	0.2	$2.0M	+7%	40k	49.81	View chart
Bristol Myers Squibb (BMY)	0.2	$1.9M	-4%	32k	60.99	View chart
Goldman Sachs (GS)	0.2	$1.9M		3.5k	546.35	View chart
Utilities SPDR (XLU)	0.2	$1.9M	+3%	24k	78.85	View chart
Pacer Fds Tr us cash cows 100 (COWZ)	0.2	$1.9M	+4%	35k	54.76	View chart
Novo Nordisk A/S (NVO)	0.2	$1.9M	-4%	27k	69.44	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.9M		4.3k	446.76	View chart
Vanguard High Dividend Yield ETF (VYM)	0.2	$1.9M	+2%	15k	128.96	View chart
Duke Energy (DUK)	0.2	$1.9M	-2%	16k	121.97	View chart
Ishares Tr usa min vo (USMV)	0.2	$1.9M	+12%	20k	93.66	View chart
Waste Management (WM)	0.2	$1.9M	-4%	8.2k	231.50	View chart
Wells Fargo & Company (WFC)	0.2	$1.9M		26k	71.79	View chart
SPDR S&P MidCap 400 ETF (MDY)	0.2	$1.9M	-11%	3.5k	533.48	View chart
Alerian Mlp Etf etf (AMLP)	0.2	$1.9M	+25%	36k	51.94	View chart
PNC Financial Services (PNC)	0.2	$1.9M	+4%	11k	175.77	View chart
iShares MSCI EAFE Index Fund (EFA)	0.2	$1.9M	-3%	23k	81.73	View chart
Tesla Motors (TSLA)	0.2	$1.9M	-10%	7.1k	259.16	View chart
Wisdomtree Floating Rate Treasury Fund (USFR)	0.2	$1.8M	+15%	37k	50.33	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$1.8M	+16%	13k	139.78	View chart
At&t (T)	0.2	$1.8M	+2%	64k	28.28	View chart
Vanguard Mid-Cap ETF (VO)	0.2	$1.8M	-9%	6.8k	258.62	View chart
Lowe's Companies (LOW)	0.2	$1.8M		7.6k	233.21	View chart
Vanguard Growth ETF (VUG)	0.2	$1.8M	+13%	4.7k	370.82	View chart
American Express Company (AXP)	0.2	$1.8M		6.5k	269.05	View chart
PIMCO Intermediate Mun Bond Strat Fund (MUNI)	0.2	$1.8M	-4%	34k	51.55	View chart
Pfizer (PFE)	0.2	$1.7M	+13%	69k	25.34	View chart
First Tr Exchange-traded (KNG)	0.2	$1.7M	+5%	33k	50.52	View chart
Accenture (ACN)	0.2	$1.6M	+23%	5.2k	312.03	View chart
Otis Worldwide Corp (OTIS)	0.2	$1.6M	+6%	15k	103.20	View chart
Ecolab (ECL)	0.2	$1.6M	+101%	6.2k	253.52	View chart
Invesco Nasdaq 100 Etf (QQQM)	0.2	$1.6M	+8%	8.1k	193.02	View chart
Pgim Ultra Short Bd Etf etf/closed end- (PULS)	0.2	$1.6M	-20%	31k	49.73	View chart
WisdomTree LargeCap Dividend Fund (DLN)	0.2	$1.6M	-8%	20k	79.37	View chart
Vanguard Total Bond Market ETF (BND)	0.2	$1.6M	-4%	21k	73.45	View chart
First Tr Exchange Traded Fd first tr nasdaq (RDVY)	0.2	$1.5M	+2%	27k	58.54	View chart
Chipotle Mexican Grill (CMG)	0.2	$1.5M	-16%	31k	50.21	View chart
iShares S&P 500 Value Index (IVE)	0.2	$1.5M	+21%	7.9k	190.58	View chart
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY)	0.2	$1.5M	-44%	30k	50.12	View chart
Parker-Hannifin Corporation (PH)	0.2	$1.5M	-18%	2.4k	607.85	View chart
Pimco Income Strategy Fund II (PFN)	0.2	$1.5M	+5%	196k	7.54	View chart
Palantir Technologies (PLTR)	0.2	$1.5M	+7%	18k	84.40	View chart
Blackrock (BLK)	0.2	$1.5M	+25%	1.6k	946.68	View chart
Palo Alto Networks (PANW)	0.2	$1.5M		8.6k	170.64	View chart
United Rentals (URI)	0.2	$1.5M	+3%	2.3k	626.70	View chart
J P Morgan Exchange Traded F ultra shrt (JPST)	0.2	$1.5M	+16%	29k	50.63	View chart
D First Tr Exchange-traded (FPE)	0.2	$1.5M	+6%	83k	17.59	View chart
Ishares Tr trs flt rt bd (TFLO)	0.1	$1.4M	+13%	29k	50.66	View chart
Health Care SPDR (XLV)	0.1	$1.4M	+4%	9.8k	146.00	View chart
iShares Dow Jones US Technology (IYW)	0.1	$1.4M	-32%	10k	140.44	View chart
Pimco Dynamic Incm Fund (PDI)	0.1	$1.4M	+3%	72k	19.80	View chart
iShares Russell Midcap Growth Idx. (IWP)	0.1	$1.4M		12k	117.49	View chart
Aon (AON)	0.1	$1.4M		3.5k	399.03	View chart
Vanguard European ETF (VGK)	0.1	$1.4M	+19%	20k	70.21	View chart
Travelers Companies (TRV)	0.1	$1.4M		5.3k	264.46	View chart
First Trust DB Strateg Val Idx Fnd (FTCS)	0.1	$1.4M		16k	89.64	View chart
Vanguard Malvern Fds strm infproidx (VTIP)	0.1	$1.4M	+31%	28k	49.90	View chart
McKesson Corporation (MCK)	0.1	$1.4M	-3%	2.1k	672.99	View chart
First Trust Morningstar Divid Ledr (FDL)	0.1	$1.4M	+2%	32k	43.44	View chart
Select Sector Spdr Tr Communic etfeqty (XLC)	0.1	$1.4M	-9%	14k	96.45	View chart
Deere & Company (DE)	0.1	$1.4M	+18%	2.9k	469.42	View chart
Zoetis Inc Cl A (ZTS)	0.1	$1.3M	-9%	8.2k	164.66	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$1.3M	+2%	124k	10.72	View chart
First Tr Exhcange Traded Fd smid risng etf (SDVY)	0.1	$1.3M	-2%	39k	33.50	View chart
Walt Disney Company (DIS)	0.1	$1.3M	+4%	13k	98.70	View chart
BlackRock Core Bond Trust (BHK)	0.1	$1.3M		121k	10.85	View chart
Republic Services (RSG)	0.1	$1.3M		5.4k	242.16	View chart
3M Company (MMM)	0.1	$1.3M	+9%	8.9k	146.86	View chart
Schwab U S Broad Market ETF (SCHB)	0.1	$1.3M		60k	21.53	View chart
American Tower Reit (AMT)	0.1	$1.3M	-16%	5.9k	217.60	View chart
iShares Gold Trust (IAU)	0.1	$1.3M	+18%	22k	58.96	View chart
Spdr Ser Tr (BILS)	0.1	$1.3M	+12%	13k	99.49	View chart
wisdomtreetrusdivd.. (DGRW)	0.1	$1.3M	+9%	16k	79.86	View chart
Avery Dennison Corporation (AVY)	0.1	$1.3M		7.1k	177.97	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.3M	+4%	7.0k	179.70	View chart
Norfolk Southern (NSC)	0.1	$1.3M	+3%	5.3k	236.85	View chart
Energy Select Sector SPDR (XLE)	0.1	$1.3M	-2%	13k	93.45	View chart
Cincinnati Financial Corporation (CINF)	0.1	$1.2M		8.5k	147.72	View chart
Allstate Corporation (ALL)	0.1	$1.2M		6.0k	207.07	View chart
Booking Holdings (BKNG)	0.1	$1.2M	+52%	269.00	4610.78	View chart
Tradeweb Markets (TW)	0.1	$1.2M	+9%	8.3k	148.46	View chart
Linde (LIN)	0.1	$1.2M	+5%	2.6k	465.72	View chart
General Dynamics Corporation (GD)	0.1	$1.2M		4.5k	272.59	View chart
iShares S&P US Pref Stock Idx Fnd (PFF)	0.1	$1.2M		40k	30.73	View chart
Blackrock Etf Trust us eqt factor (DYNF)	0.1	$1.2M	+8%	25k	48.76	View chart
Pacer Fds Tr trendp 750 etf (PTLC)	0.1	$1.2M	+3%	24k	51.45	View chart
Applied Materials (AMAT)	0.1	$1.2M	+11%	8.3k	145.12	View chart
Target Corporation (TGT)	0.1	$1.2M	+13%	11k	104.36	View chart
Capital Group U S Multi Sec Etf (CGMS)	0.1	$1.2M	+305%	43k	27.30	View chart
Starbucks Corporation (SBUX)	0.1	$1.2M	-3%	12k	98.09	View chart
First Tr Exchange Traded Fd fst low mtg etf (LMBS)	0.1	$1.2M	-6%	24k	49.16	View chart
iShares Dow Jones Select Dividend (DVY)	0.1	$1.1M	+4%	8.5k	134.29	View chart
Blackrock Etf Trust Ii (BINC)	0.1	$1.1M	+32%	22k	52.38	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.1M	+3%	2.9k	383.53	View chart
Vanguard Star Fd Intl Stk Idxf (VXUS)	0.1	$1.1M		18k	62.10	View chart
Emerson Electric (EMR)	0.1	$1.1M	-2%	10k	109.64	View chart
Ishares Tr core div grwth (DGRO)	0.1	$1.1M	+9%	18k	61.78	View chart
Ishares Tr rus200 grw idx (IWY)	0.1	$1.1M		5.2k	210.94	View chart
American Electric Power Company (AEP)	0.1	$1.1M		10k	109.27	View chart
Spdr Series Trust dj ttl mkt etf (SPTM)	0.1	$1.1M	+25%	16k	68.01	View chart
iShares Russell Midcap Value Index (IWS)	0.1	$1.1M	-5%	8.5k	125.97	View chart
Flextronics International Ltd Com Stk (FLEX)	0.1	$1.1M	+11%	33k	33.08	View chart
Spdr Series Trust cmn (HYMB)	0.1	$1.1M	-11%	42k	25.22	View chart
iShares IBoxx $ Invest Grade Corp Bd (LQD)	0.1	$1.1M	+10%	9.7k	108.69	View chart
SPDR DJ Wilshire Mid Cap (SPMD)	0.1	$1.0M	-10%	21k	51.18	View chart
Spdr Ser Tr shrt trsry etf (SPTS)	0.1	$1.0M		36k	29.24	View chart
Oneok (OKE)	0.1	$1.0M	+15%	11k	99.22	View chart
Vanguard Intermediate Tm Cpte Bd ETF (VCIT)	0.1	$1.0M	-8%	13k	81.76	View chart
Vaneck Vectors Semiconductor Etf semiconductor (SMH)	0.1	$1.0M		4.9k	211.48	View chart
Stanley Black & Decker (SWK)	0.1	$1.0M	+850%	13k	76.88	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.0M	-8%	15k	66.27	View chart
Cme (CME)	0.1	$1.0M	+7%	3.8k	265.27	View chart
Invesco Bulletshares 2025 Mu buls (BSMP)	0.1	$1.0M	-14%	41k	24.48	View chart
PIMCO Enhanced Short Mat Str Fund ETF (MINT)	0.1	$998k	-5%	9.9k	100.62	View chart
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)	0.1	$994k	-11%	20k	49.62	View chart
D.R. Horton (DHI)	0.1	$988k		7.8k	127.13	View chart
ConocoPhillips (COP)	0.1	$987k	+5%	9.4k	105.02	View chart
Mondelez Int (MDLZ)	0.1	$979k	-2%	14k	67.85	View chart
AFLAC Incorporated (AFL)	0.1	$979k	+15%	8.8k	111.19	View chart
Casey's General Stores (CASY)	0.1	$975k	+5%	2.2k	434.04	View chart
Vanguard Small-Cap ETF (VB)	0.1	$974k	-5%	4.4k	221.75	View chart
iShares S&P MidCap 400 Growth (IJK)	0.1	$966k	-18%	12k	83.28	View chart
Ishares 0-3 Month Treasury Bd Etf (SGOV)	0.1	$966k	+372%	9.6k	100.67	View chart
SPDR Dow Jones Industrial Average ETF (DIA)	0.1	$965k		2.3k	419.88	View chart
Hershey Company (HSY)	0.1	$959k	+3%	5.6k	171.03	View chart
Comcast Corporation (CMCSA)	0.1	$958k	-14%	26k	36.90	View chart
Ishares Tr etf msci usa (ESGU)	0.1	$957k		7.8k	121.91	View chart
Industrial SPDR (XLI)	0.1	$953k	-15%	7.3k	131.07	View chart
Nike (NKE)	0.1	$952k	+44%	15k	63.48	View chart
Dimensional Etf Trust (DFAI)	0.1	$951k	-10%	31k	31.23	View chart
U.S. Bancorp (USB)	0.1	$936k	+2%	22k	42.22	View chart
General Electric (GE)	0.1	$913k		4.6k	200.15	View chart
Vanguard Admiral Fds Inc equity (VOOG)	0.1	$904k		2.7k	334.47	View chart
Jp Morgan Exchange Traded Fd betabuildrs us (BBUS)	0.1	$897k	+13%	8.9k	100.89	View chart
iShares MSCI EAFE Value Index (EFV)	0.1	$896k	-18%	15k	58.94	View chart
Invesco S&p 500 Top 50 Etf (XLG)	0.1	$889k	+34%	19k	46.02	View chart
Becton, Dickinson and (BDX)	0.1	$886k	+3%	3.9k	229.05	View chart
iShares Lehman 1-3 Year Treas.Bond (SHY)	0.1	$884k	+21%	11k	82.73	View chart
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB)	0.1	$873k	-14%	17k	50.42	View chart
Invesco Exchange Traded Fd T s&p500 eql tec (RSPT)	0.1	$870k	-29%	25k	34.20	View chart
Illinois Tool Works (ITW)	0.1	$858k	+3%	3.5k	248.01	View chart
CSX Corporation (CSX)	0.1	$857k	-5%	29k	29.43	View chart
Jp Morgan Exchange Traded Fd fund (JMUB)	0.1	$853k	-10%	17k	50.00	View chart
Phillips 66 (PSX)	0.1	$852k		6.9k	123.48	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$849k	-12%	9.2k	92.38	View chart

Past Filings by Private Trust Co Na

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

Private Trust Co Na 2025 Q1 filed April 28, 2025
Private Trust Co Na 2024 Q4 filed Feb. 5, 2025
Private Trust Co Na 2024 Q3 filed Nov. 13, 2024
Private Trust Co Na 2024 Q2 filed July 23, 2024
Private Trust Co Na 2024 Q1 filed April 24, 2024
Private Trust Co Na 2023 Q4 filed Jan. 24, 2024
Private Trust Co Na 2023 Q3 filed Oct. 18, 2023
Private Trust Co Na 2023 Q2 filed July 28, 2023
Private Trust Co Na 2023 Q1 filed April 12, 2023
Private Trust Co Na 2022 Q4 filed Jan. 18, 2023
Private Trust Co Na 2022 Q3 filed Oct. 17, 2022
Private Trust Co Na 2022 Q2 restated filed Sept. 16, 2022
Private Trust Co Na 2022 Q2 filed July 13, 2022
Private Trust Co Na 2022 Q1 filed April 12, 2022
Private Trust Co Na 2021 Q4 filed Jan. 10, 2022
Private Trust Co Na 2021 Q3 filed Oct. 6, 2021

View all past filings

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