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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 MSFT, AAPL, SPY, AMZN, NVDA, and represent 11.96% of Private Trust Co Na's stock portfolio.
Added to shares of these 10 stocks: IJH (+$6.3M), GOVT, WMT, MSFT, SHV, SPY, SPIB, USFR, SPYG, GVI.
Started 102 new stock positions in AMSC, NJR, FJP, IYH, FLBL, TS, SWTX, SCHV, GSUS, APG.
Reduced shares in these 10 stocks: VFPXX (-$5.5M), PJLXX, OGSXX, BND, IVV, PJTXX, VTI, VCIT, JPM, FTOXX.
Sold out of its positions in BTAL, ARKQ, SIVR, SGOL, Aeva Technologies, ATUS, BATT, ANVS, AM, ARM.
Private Trust Co Na was a net buyer of stock by $18M.
Private Trust Co Na has $926M in assets under management (AUM), dropping by 8.76%.
Central Index Key (CIK): 0001277557

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Portfolio Holdings for Private Trust Co Na

Private Trust Co Na holds 2245 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Private Trust Co Na has 2245 total positions. Only the first 250 positions are shown.

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Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	3.9	$36M	+4%	86k	420.72	View chart
Apple (AAPL)	3.0	$27M		160k	171.48	View chart
Spdr S&p 500 Etf (SPY)	2.1	$19M	+5%	37k	523.07	View chart
Amazon (AMZN)	1.6	$15M		84k	180.38	View chart
NVIDIA Corporation (NVDA)	1.4	$13M	-3%	14k	903.56	View chart
iShares S&P 500 Index (IVV)	1.2	$12M	-13%	22k	525.73	View chart
Alphabet Inc Class A cs (GOOGL)	1.2	$11M		71k	150.93	View chart
Vanguard Total Stock Market ETF (VTI)	1.1	$10M	-7%	39k	259.90	View chart
JPMorgan Chase & Co. (JPM)	1.0	$8.8M	-5%	44k	200.30	View chart
Eli Lilly & Co. (LLY)	0.9	$8.7M		11k	777.96	View chart
Procter & Gamble Company (PG)	0.9	$8.2M		51k	162.25	View chart
Invesco Qqq Trust Series 1 (QQQ)	0.9	$8.2M	-2%	18k	444.01	View chart
Vanguard Europe Pacific ETF (VEA)	0.9	$8.1M	-3%	161k	50.17	View chart
Exxon Mobil Corporation (XOM)	0.9	$8.0M	+3%	69k	116.24	View chart
iShares S&P MidCap 400 Index (IJH)	0.8	$7.8M	+404%	129k	60.74	View chart
Home Depot (HD)	0.8	$7.6M		20k	383.59	View chart
MasterCard Incorporated (MA)	0.8	$7.0M	+3%	15k	481.57	View chart
Alphabet Inc Class C cs (GOOG)	0.7	$6.9M	+3%	45k	152.26	View chart
Abbvie (ABBV)	0.7	$6.9M		38k	182.10	View chart
Vanguard S&p 500 Etf idx (VOO)	0.7	$6.8M	+2%	14k	480.70	View chart
Johnson & Johnson (JNJ)	0.7	$6.8M		43k	158.19	View chart
SPDR DJ Wilshire Large Cap Growth (SPYG)	0.7	$6.8M	+11%	93k	73.15	View chart
Merck & Co (MRK)	0.7	$6.6M		50k	131.95	View chart
Pepsi (PEP)	0.7	$6.2M	+6%	35k	175.01	View chart
Ishares Core Msci Eafe Etf core msci eafe (IEFA)	0.7	$6.0M	+2%	81k	74.22	View chart
iShares S&P SmallCap 600 Index (IJR)	0.6	$5.9M	+8%	53k	110.51	View chart
Broadcom (AVGO)	0.6	$5.7M		4.3k	1325.41	View chart
Chevron Corporation (CVX)	0.6	$5.6M		36k	157.74	View chart
UnitedHealth (UNH)	0.6	$5.6M	-3%	11k	494.70	View chart
Berkshire Hathaway (BRK.B)	0.6	$5.5M	+10%	13k	420.52	View chart
Costco Wholesale Corporation (COST)	0.6	$5.5M	+2%	7.5k	732.68	View chart
Facebook Inc cl a (META)	0.5	$4.9M	-3%	10k	485.58	View chart
iShares Russell 2000 Index (IWM)	0.5	$4.5M	+10%	21k	210.30	View chart
McDonald's Corporation (MCD)	0.5	$4.4M		16k	281.96	View chart
Sherwin-Williams Company (SHW)	0.5	$4.2M		12k	347.33	View chart
Northrop Grumman Corporation (NOC)	0.5	$4.2M		8.9k	478.66	View chart
Novo Nordisk A/S (NVO)	0.5	$4.2M	+10%	33k	128.40	View chart
SPDR DJ Wilshire Large Cap Value (SPYV)	0.5	$4.2M		83k	50.10	View chart
Union Pacific Corporation (UNP)	0.4	$4.0M		16k	245.93	View chart
Caterpillar (CAT)	0.4	$3.9M		11k	366.43	View chart
Cintas Corporation (CTAS)	0.4	$3.9M		5.6k	687.03	View chart
Dimensional Etf Trust (DFAC)	0.4	$3.8M		120k	31.95	View chart
Ishares Tr cmn (GOVT)	0.4	$3.8M	+1015%	168k	22.77	View chart
iShares Lehman Aggregate Bond (AGG)	0.4	$3.7M	+20%	38k	97.94	View chart
Verizon Communications (VZ)	0.4	$3.6M	+5%	87k	41.96	View chart
Visa (V)	0.4	$3.5M	+5%	13k	279.08	View chart
iShares S&P 1500 Index Fund (ITOT)	0.4	$3.5M		30k	115.30	View chart
Ishares Msci Usa Quality Facto invalid (QUAL)	0.4	$3.5M	-3%	21k	164.35	View chart
Honeywell International (HON)	0.4	$3.5M	+7%	17k	205.25	View chart
Lowe's Companies (LOW)	0.4	$3.4M	+2%	14k	254.73	View chart
Oracle Corporation (ORCL)	0.4	$3.4M		27k	125.61	View chart
Cisco Systems (CSCO)	0.4	$3.3M	-8%	65k	49.91	View chart
Abbott Laboratories (ABT)	0.3	$3.2M	+5%	28k	113.66	View chart
salesforce (CRM)	0.3	$3.2M	+11%	11k	301.18	View chart
iShares Russell 3000 Growth Index (IUSG)	0.3	$3.2M	-6%	27k	117.21	View chart
Thermo Fisher Scientific (TMO)	0.3	$3.1M	+11%	5.4k	581.21	View chart
Bank of America Corporation (BAC)	0.3	$3.1M		81k	37.92	View chart
Constellation Brands (STZ)	0.3	$3.1M		11k	271.76	View chart
iShares Russell 1000 Growth Index (IWF)	0.3	$3.1M	+4%	9.1k	337.05	View chart
Wal-Mart Stores (WMT)	0.3	$3.0M	+203%	50k	60.17	View chart
iShares Lehman MBS Bond Fund (MBB)	0.3	$3.0M	-9%	32k	92.42	View chart
Raytheon Technologies Corp (RTX)	0.3	$2.9M	-2%	30k	97.53	View chart
Stryker Corporation (SYK)	0.3	$2.9M	+22%	8.2k	357.88	View chart
Invesco S&p 500 Equal Weight Etf (RSP)	0.3	$2.7M		16k	169.37	View chart
SPDR S&P MidCap 400 ETF (MDY)	0.3	$2.7M		4.9k	556.40	View chart
Automatic Data Processing (ADP)	0.3	$2.7M	+6%	11k	249.74	View chart
iShares S&P Natl AMTFr Mncpl Bd (MUB)	0.3	$2.7M	+3%	25k	107.60	View chart
Chubb (CB)	0.3	$2.7M	+4%	10k	259.13	View chart
Qualcomm (QCOM)	0.3	$2.7M	+2%	16k	169.29	View chart
Marsh & McLennan Companies (MMC)	0.3	$2.6M		13k	205.98	View chart
Spdr Ser Tr 1 3 hgh yield (BIL)	0.3	$2.6M	-6%	28k	91.80	View chart
SPDR S&P World ex-US (SPDW)	0.3	$2.6M		72k	35.84	View chart
Vanguard Emerging Markets ETF (VWO)	0.3	$2.6M	+7%	61k	41.77	View chart
Invesco Exchange W&p 500 Qualit equities (SPHQ)	0.3	$2.5M		42k	60.42	View chart
Progressive Corporation (PGR)	0.3	$2.5M	+2%	12k	206.82	View chart
Amgen (AMGN)	0.3	$2.5M	+14%	8.8k	284.31	View chart
Philip Morris International (PM)	0.3	$2.5M	+5%	27k	91.62	View chart
Nextera Energy (NEE)	0.3	$2.4M		38k	63.91	View chart
International Business Machines (IBM)	0.3	$2.4M	+4%	13k	190.96	View chart
iShares Dow Jones US Technology (IYW)	0.3	$2.4M		18k	135.06	View chart
Coca-Cola Company (KO)	0.3	$2.4M		39k	61.18	View chart
Deere & Company (DE)	0.3	$2.4M	-5%	5.7k	410.74	View chart
Lockheed Martin Corporation (LMT)	0.3	$2.3M		5.2k	454.85	View chart
Wisdomtree Floating Rate Treasury Fund (USFR)	0.2	$2.3M	+64%	46k	50.29	View chart
Parker-Hannifin Corporation (PH)	0.2	$2.3M	+9%	4.1k	555.79	View chart
iShares Russell 3000 Value Index (IUSV)	0.2	$2.2M		25k	90.44	View chart
Eaton (ETN)	0.2	$2.2M	-2%	7.2k	312.68	View chart
Spdr Ser Tr spdr russel 2000 (SPSM)	0.2	$2.2M	+5%	51k	43.04	View chart
Bristol Myers Squibb (BMY)	0.2	$2.2M	-4%	41k	54.23	View chart
Schwab Strategic Tr us dividend eq (SCHD)	0.2	$2.2M	+3%	27k	80.63	View chart
SPDR Barclays Capital Inter Term (SPTI)	0.2	$2.2M	+14%	77k	28.18	View chart
SPDR Barclay Cp Intr Trm Cr Bd (SPIB)	0.2	$2.2M	+80%	66k	32.69	View chart
SPDR DJ Wilshire Large Cap (SPLG)	0.2	$2.1M	-5%	35k	61.53	View chart
Lam Research Corporation (LRCX)	0.2	$2.1M		2.1k	971.57	View chart
iShares MSCI EAFE Index Fund (EFA)	0.2	$2.0M	+17%	25k	79.86	View chart
United Rentals (URI)	0.2	$2.0M	+2%	2.8k	721.11	View chart
iShares S&P 500 Growth Index (IVW)	0.2	$2.0M	+9%	24k	84.44	View chart
Target Corporation (TGT)	0.2	$2.0M	+16%	11k	177.21	View chart
Adobe Systems Incorporated (ADBE)	0.2	$2.0M	+21%	3.9k	504.60	View chart
Pfizer (PFE)	0.2	$1.9M	-2%	70k	27.75	View chart
PIMCO Intermediate Mun Bond Strat Fund (MUNI)	0.2	$1.9M	-2%	37k	52.47	View chart
Altria (MO)	0.2	$1.9M	+7%	44k	43.62	View chart
First Trust Value Line Dividend Indx Fnd (FVD)	0.2	$1.9M	-6%	45k	42.23	View chart
Southern Company (SO)	0.2	$1.9M		26k	71.74	View chart
Danaher Corporation (DHR)	0.2	$1.9M		7.5k	249.72	View chart
Nike (NKE)	0.2	$1.9M	-9%	20k	93.98	View chart
Jp Morgan Exchange Traded Fd ultra shrt etf (JMST)	0.2	$1.8M	-7%	36k	50.74	View chart
Waste Management (WM)	0.2	$1.8M		8.6k	213.16	View chart
Ishares Msci Japan (EWJ)	0.2	$1.8M		26k	71.35	View chart
American Tower Reit (AMT)	0.2	$1.8M	-2%	9.0k	197.59	View chart
SPDR Barclays Capital Aggregate Bo (SPAB)	0.2	$1.8M	+11%	70k	25.28	View chart
Vanguard Dividend Appreciation ETF (VIG)	0.2	$1.8M	-3%	9.7k	182.62	View chart
Vanguard Value ETF (VTV)	0.2	$1.8M	-6%	11k	162.86	View chart
Linde (LIN)	0.2	$1.7M	+5%	3.8k	464.28	View chart
Walt Disney Company (DIS)	0.2	$1.7M	+11%	14k	122.36	View chart
Ishares Inc core msci emkt (IEMG)	0.2	$1.7M	-18%	34k	51.60	View chart
S&p Global (SPGI)	0.2	$1.7M		4.1k	425.40	View chart
Technology SPDR (XLK)	0.2	$1.7M	+4%	8.3k	208.26	View chart
iShares Russell Midcap Index Fund (IWR)	0.2	$1.7M	+18%	21k	84.09	View chart
Intel Corporation (INTC)	0.2	$1.7M	+17%	38k	44.17	View chart
Health Care SPDR (XLV)	0.2	$1.7M	+19%	11k	147.73	View chart
Zoetis Inc Cl A (ZTS)	0.2	$1.7M		9.9k	169.21	View chart
iShares Russell 1000 Value Index (IWD)	0.2	$1.7M		9.3k	179.12	View chart
Pacer Fds Tr us cash cows 100 (COWZ)	0.2	$1.6M	+25%	28k	58.11	View chart
Select Sector Spdr Tr Communic etfeqty (XLC)	0.2	$1.6M	+19%	20k	81.66	View chart
Ishares Tr usa min vo (USMV)	0.2	$1.6M	-3%	20k	83.58	View chart
Ishares Tr core tl usd bd (IUSB)	0.2	$1.6M	+16%	36k	45.59	View chart
Vanguard Total Bond Market ETF (BND)	0.2	$1.6M	-52%	23k	72.63	View chart
Vanguard High Dividend Yield ETF (VYM)	0.2	$1.6M	-5%	14k	120.99	View chart
Financial Select Sector SPDR (XLF)	0.2	$1.6M		39k	42.12	View chart
Accenture (ACN)	0.2	$1.6M	+2%	4.7k	346.61	View chart
Yum! Brands (YUM)	0.2	$1.6M	+2%	12k	138.65	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$1.6M	-6%	12k	131.37	View chart
Avery Dennison Corporation (AVY)	0.2	$1.6M		7.1k	223.25	View chart
Boeing Company (BA)	0.2	$1.6M	+11%	8.2k	192.99	View chart
Pgim Ultra Short Bd Etf etf/closed end- (PULS)	0.2	$1.6M	-3%	32k	49.70	View chart
Advanced Micro Devices (AMD)	0.2	$1.6M	+11%	8.6k	180.49	View chart
PNC Financial Services (PNC)	0.2	$1.5M	+24%	9.4k	161.60	View chart
iShares Lehman Short Treasury Bond (SHV)	0.2	$1.5M	+257%	14k	110.54	View chart
Palo Alto Networks (PANW)	0.2	$1.5M	+18%	5.3k	284.13	View chart
First Trust DB Strateg Val Idx Fnd (FTCS)	0.2	$1.5M	+6%	18k	85.65	View chart
Huntington Ingalls Inds (HII)	0.2	$1.5M	-3%	5.0k	291.47	View chart
General Dynamics Corporation (GD)	0.2	$1.5M	+14%	5.2k	282.49	View chart
Simmons First National Corporation (SFNC)	0.2	$1.5M		75k	19.46	View chart
TJX Companies (TJX)	0.2	$1.5M		14k	101.42	View chart
Duke Energy (DUK)	0.2	$1.5M	+5%	15k	96.71	View chart
Vanguard Mid-Cap ETF (VO)	0.2	$1.4M	-15%	5.8k	249.85	View chart
D First Tr Exchange-traded (FPE)	0.2	$1.4M	-18%	83k	17.32	View chart
iShares S&P MidCap 400 Growth (IJK)	0.2	$1.4M	-3%	15k	91.25	View chart
CVS Caremark Corporation (CVS)	0.2	$1.4M	+2%	18k	79.76	View chart
Ishares Tr etf msci usa (ESGU)	0.1	$1.4M	-14%	12k	114.96	View chart
Vanguard Intermediate Tm Cpte Bd ETF (VCIT)	0.1	$1.4M	-29%	17k	80.51	View chart
American Express Company (AXP)	0.1	$1.4M	+26%	6.0k	227.68	View chart
SPDR Gold Trust (GLD)	0.1	$1.4M	+6%	6.6k	205.72	View chart
Netflix (NFLX)	0.1	$1.3M	+2%	2.2k	607.33	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	0.1	$1.3M	+74%	4.2k	320.59	View chart
Norfolk Southern (NSC)	0.1	$1.3M		5.2k	254.87	View chart
Alerian Mlp Etf etf (AMLP)	0.1	$1.3M	+28%	28k	47.46	View chart
Rockwell Automation (ROK)	0.1	$1.3M	+24%	4.5k	291.35	View chart
First Tr Exchng Traded Fd Vi (BUFR)	0.1	$1.3M	+32%	47k	27.96	View chart
Utilities SPDR (XLU)	0.1	$1.3M		20k	65.65	View chart
Vanguard Star Fd Intl Stk Idxf (VXUS)	0.1	$1.3M	+5%	21k	60.30	View chart
Wells Fargo & Company (WFC)	0.1	$1.3M		22k	57.96	View chart
Otis Worldwide Corp (OTIS)	0.1	$1.3M		13k	99.27	View chart
Invesco Exchange Traded Fd T s&p500 eql tec (RSPT)	0.1	$1.3M		36k	35.19	View chart
iShares MSCI Emerging Markets Indx (EEM)	0.1	$1.3M	+9%	31k	41.08	View chart
Goldman Sachs (GS)	0.1	$1.3M	+9%	3.0k	417.75	View chart
iShares S&P US Pref Stock Idx Fnd (PFF)	0.1	$1.3M	+93%	39k	32.23	View chart
First Trust Iv Enhanced Short (FTSM)	0.1	$1.3M	-14%	21k	59.62	View chart
Comcast Corporation (CMCSA)	0.1	$1.3M	-8%	29k	43.35	View chart
WisdomTree LargeCap Dividend Fund (DLN)	0.1	$1.3M	-5%	18k	72.19	View chart
iShares Russell Midcap Growth Idx. (IWP)	0.1	$1.3M	+4%	11k	114.14	View chart
Vanguard Growth ETF (VUG)	0.1	$1.2M	-9%	3.6k	344.20	View chart
PIMCO Enhanced Short Mat Str Fund ETF (MINT)	0.1	$1.2M	+15%	12k	100.54	View chart
D.R. Horton (DHI)	0.1	$1.2M		7.4k	164.55	View chart
Emerson Electric (EMR)	0.1	$1.2M	+9%	11k	113.42	View chart
Invesco Bulletshares 2025 Mu buls (BSMP)	0.1	$1.2M		50k	24.34	View chart
Travelers Companies (TRV)	0.1	$1.2M	-4%	5.2k	230.14	View chart
Metropcs Communications (TMUS)	0.1	$1.2M	+12%	7.3k	163.22	View chart
Real Estate Select Sect Spdr (XLRE)	0.1	$1.2M	-3%	30k	39.53	View chart
Prologis (PLD)	0.1	$1.2M	+12%	8.9k	130.22	View chart
First Trust Morningstar Divid Ledr (FDL)	0.1	$1.2M	-9%	30k	38.48	View chart
Tesla Motors (TSLA)	0.1	$1.2M	-28%	6.5k	175.79	View chart
CSX Corporation (CSX)	0.1	$1.2M	-2%	31k	37.07	View chart
First Tr Exchange-traded (KNG)	0.1	$1.2M	+57%	21k	53.71	View chart
3M Company (MMM)	0.1	$1.1M	+17%	11k	106.07	View chart
Energy Select Sector SPDR (XLE)	0.1	$1.1M	+6%	12k	94.41	View chart
Starbucks Corporation (SBUX)	0.1	$1.1M	+5%	13k	91.39	View chart
First Tr Exchange Traded Fd fst low mtg etf (LMBS)	0.1	$1.1M	-3%	23k	48.25	View chart
Aon (AON)	0.1	$1.1M		3.3k	333.67	View chart
SPDR DJ Wilshire Mid Cap (SPMD)	0.1	$1.1M	+24%	21k	53.34	View chart
First Trust NASDAQ-100 EqualWeighted ETF (QQEW)	0.1	$1.1M		8.9k	123.90	View chart
Allstate Corporation (ALL)	0.1	$1.1M	-3%	6.4k	173.01	View chart
Invesco Dwa Technology Momentum Etf dwa technology (PTF)	0.1	$1.1M	-9%	19k	57.38	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.1M	+6%	6.3k	174.21	View chart
PPG Industries (PPG)	0.1	$1.1M		7.5k	144.90	View chart
Cincinnati Financial Corporation (CINF)	0.1	$1.1M		8.7k	124.17	View chart
Republic Services (RSG)	0.1	$1.1M		5.6k	191.44	View chart
Brown-Forman Corporation (BF.A)	0.1	$1.1M		20k	52.95	View chart
First Tr Exchange Traded Fd first tr nasdaq (RDVY)	0.1	$1.1M	-15%	19k	56.17	View chart
Analog Devices (ADI)	0.1	$1.1M		5.4k	197.78	View chart
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB)	0.1	$1.1M	+4%	21k	51.36	View chart
Pacer Fds Tr trendp 750 etf (PTLC)	0.1	$1.1M	+4%	22k	47.72	View chart
Mettler-Toledo International (MTD)	0.1	$1.1M	+2%	803.00	1331.29	View chart
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI)	0.1	$1.1M		23k	46.48	View chart
Arista Networks (ANET)	0.1	$1.1M		3.7k	289.98	View chart
Hershey Company (HSY)	0.1	$1.1M	+8%	5.4k	194.50	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.0M		5.2k	201.50	View chart
BlackRock Core Bond Trust (BHK)	0.1	$1.0M	+23%	96k	10.80	View chart
Uber Technologies (UBER)	0.1	$1.0M	+12%	14k	76.99	View chart
Applied Materials (AMAT)	0.1	$1.0M	-2%	5.0k	206.23	View chart
At&t (T)	0.1	$1.0M		59k	17.60	View chart
J P Morgan Exchange Traded F ultra shrt (JPST)	0.1	$1.0M	+5%	20k	50.45	View chart
Mondelez Int (MDLZ)	0.1	$1.0M		15k	70.00	View chart
Cigna Corp (CI)	0.1	$1.0M	+5%	2.8k	363.19	View chart
Colgate-Palmolive Company (CL)	0.1	$1.0M	+3%	11k	90.05	View chart
Vaneck Vectors Etf Tr morningstar wide (MOAT)	0.1	$1.0M	-5%	11k	89.90	View chart
Spdr Series Trust cmn (HYMB)	0.1	$1.0M		39k	25.69	View chart
iShares MSCI EAFE Growth Index (EFG)	0.1	$997k		9.6k	103.79	View chart
iShares S&P 500 Value Index (IVE)	0.1	$992k	+77%	5.3k	186.81	View chart
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)	0.1	$992k	+5%	20k	50.60	View chart
Phillips 66 (PSX)	0.1	$977k	+9%	6.0k	163.34	View chart
iShares Dow Jones Select Dividend (DVY)	0.1	$977k	-3%	7.9k	123.18	View chart
Vanguard European ETF (VGK)	0.1	$972k	+13%	14k	67.34	View chart
Cleveland-cliffs (CLF)	0.1	$965k	-3%	42k	22.74	View chart
United Parcel Service (UPS)	0.1	$963k	+8%	6.5k	148.63	View chart
iShares IBoxx $ Invest Grade Corp Bd (LQD)	0.1	$962k	-13%	8.8k	108.92	View chart
Vaneck Vectors Semiconductor Etf semiconductor (SMH)	0.1	$961k	-2%	4.3k	224.99	View chart
SPDR Dow Jones Industrial Average ETF (DIA)	0.1	$957k	+45%	2.4k	397.76	View chart
ConocoPhillips (COP)	0.1	$947k		7.4k	127.28	View chart
Vanguard Malvern Fds strm infproidx (VTIP)	0.1	$938k	-9%	20k	47.89	View chart
BlackRock (BLK)	0.1	$920k	-4%	1.1k	833.84	View chart
SPDR S&P Dividend (SDY)	0.1	$918k		7.0k	131.23	View chart
iShares MSCI Mexico Inv. Mt. Idx. (EWW)	0.1	$909k	+10%	13k	69.31	View chart
McKesson Corporation (MCK)	0.1	$908k	+8%	1.7k	536.85	View chart
Industrial SPDR (XLI)	0.1	$898k	+24%	7.1k	125.97	View chart
Church & Dwight (CHD)	0.1	$895k		8.6k	104.31	View chart
iShares Gold Trust (IAU)	0.1	$894k	-7%	21k	42.01	View chart
U.S. Bancorp (USB)	0.1	$892k	-26%	20k	44.70	View chart
Invesco Nasdaq 100 Etf (QQQM)	0.1	$859k	+12%	4.7k	182.69	View chart
Paypal Holdings (PYPL)	0.1	$857k	+11%	13k	66.99	View chart
Ishares Tr rus200 grw idx (IWY)	0.1	$832k		4.3k	195.10	View chart
Kimberly-Clark Corporation (KMB)	0.1	$831k	+2%	6.4k	129.35	View chart
Spdr Series Trust dj ttl mkt etf (SPTM)	0.1	$826k	-20%	13k	64.15	View chart
Chipotle Mexican Grill (CMG)	0.1	$826k	+46%	284.00	2906.77	View chart
American Electric Power Company (AEP)	0.1	$825k	+4%	9.6k	86.10	View chart
iShares MSCI EAFE Value Index (EFV)	0.1	$823k	-18%	15k	54.40	View chart
Goldman Sachs Etf Tr treasuryaccess (GBIL)	0.1	$822k	+31%	8.2k	100.89	View chart
Vanguard Small-Cap ETF (VB)	0.1	$819k	-31%	3.6k	228.59	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$817k	-19%	3.3k	250.02	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 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
Private Trust Co Na 2021 Q2 filed July 7, 2021
Private Trust Co Na 2021 Q1 filed April 6, 2021
Private Trust Co Na 2020 Q4 filed Jan. 5, 2021
Private Trust Co Na 2020 Q3 filed Oct. 1, 2020

View all past filings

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