Colonial Trust Advisors 13F Holdings

CIK 0001567993 · SPARTANBURG, SC

As of Sep 30, 2025, Colonial Trust Advisors reported 684 positions worth .3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology352,405$89.7M7.01%
MICROSOFT CORPMSFTTechnology150,144$77.8M6.08%
ISHARES CORE S&P 500 ETFIVV—80,695$54.0M4.22%
NVIDIA CORPNVDATechnology225,801$42.1M3.29%
JPMORGAN CHASE & COJPMFinancial Services110,636$34.9M2.73%
ALPHABET INCGOOGLEquity137,927$33.5M2.62%
AMAZON.COM INCAMZNEquity140,561$30.9M2.41%
ELI LILLY & COLLYHealthcare36,977$28.2M2.21%
VISA INC-CLASS A SHARESVFinancial Services80,738$27.6M2.15%
ORACLE CORPORCLTechnology96,736$27.2M2.13%
JOHNSON & JOHNSONJNJHealthcare132,534$24.6M1.92%
COSTCO WHOLESALE CORPCOSTConsumer Defensive24,580$22.8M1.78%
PALO ALTO NETWORKS INCPANWTechnology109,144$22.2M1.74%
HOME DEPOT INCHDConsumer Cyclical53,210$21.6M1.69%
GOLDMAN SACHS GROUP INCGSFinancial Services27,047$21.5M1.68%
ISHARES CORE DIVIDEND GROWTH ETFDGRO—279,292 9.0M1.49%
WALMART INCWMTConsumer Defensive179,671 8.5M1.45%
PROCTER & GAMBLE COPGConsumer Defensive117,378 8.0M1.41%
EATON CORP PLCETNIndustrials45,182 6.9M1.32%
DUKE ENERGY CORPDUKUtilities136,240 6.9M1.32%
UNION PACIFIC CORPUNPIndustrials67,739 6.0M1.25%
BLACKSTONE INCBXFinancial Services88,588 5.1M1.18%
AIR PRODUCTS & CHEMICALS INCAPDBasic Materials55,130 5.0M1.18%
META PLATFORMS INCMETACommunication Services20,329 4.9M1.17%
Ishares Tr——286,165 4.5M1.14%