Colonial Trust Advisors
$1.3B Assets Reported
759 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 308,812 | $78M | 6.1% |
| MSFT | MICROSOFT CORP COM | 150,752 | $56M | 4.3% |
| IVV | ISHARES CORE S&P 500 ETF | 85,289 | $56M | 4.3% |
| NVDA | NVIDIA CORPORATION COM | 233,107 | $41M | 3.2% |
| GOOGL | ALPHABET INC CAP STK CL A | 133,607 | $38M | 3.0% |
| JNJ | JOHNSON & JOHNSON COM | 135,442 | $33M | 2.6% |
| LLY | LILLY ELI & CO COM | 35,961 | $33M | 2.6% |
| JPM | JPMORGAN CHASE & CO COM | 110,222 | $32M | 2.5% |
| AMZN | AMAZON COM INC COM | 145,029 | $30M | 2.3% |
| V | VISA INC COM CL A | 77,583 | $23M | 1.8% |
Track Colonial Trust Advisors's 13F portfolio: $1.3B in reported holdings, 759 positions. Top holdings, AUM, and quarterly changes on SentiSense.