
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
409,719 | -4,327 | $79,473 |
AAPL | 409,719 | -4,327 | $79,473 |
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154,979 | -3,859 | $52,777 |
MSFT | 154,979 | -3,859 | $52,777 |
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58,228 | -2,347 | $25,953 |
IVV | 58,228 | -2,347 | $25,953 |
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46,213 | -1,763 | $21,673 |
LLY | 46,213 | -1,763 | $21,673 |
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129,908 | -1,396 | $21,502 |
JNJ | 129,908 | -1,396 | $21,502 |
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41,563 | -762 | $19,977 |
UNH | 41,563 | -762 | $19,977 |
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81,774 | -3,415 | $19,420 |
V | 81,774 | -3,415 | $19,420 |
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120,665 | -3,689 | $18,310 |
PG | 120,665 | -3,689 | $18,310 |
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134,023 | -1,659 | $17,471 |
AMZN | 134,023 | -1,659 | $17,471 |
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57,286 | -970 | $17,159 |
APD | 57,286 | -970 | $17,159 |
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90,789 | -1,527 | $16,816 |
PEP | 90,789 | -1,527 | $16,816 |
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106,433 | -460 | $15,480 |
JPM | 106,433 | -460 | $15,480 |
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28,242 | -892 | $15,205 |
COST | 28,242 | -892 | $15,205 |
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125,468 | -1,273 | $15,019 |
GOOGL | 125,468 | -1,273 | $15,019 |
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47,713 | -1,292 | $14,821 |
HD | 47,713 | -1,292 | $14,821 |
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69,218 | -1,766 | $14,163 |
UNP | 69,218 | -1,766 | $14,163 |
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53,782 | -629 | $13,742 |
PANW | 53,782 | -629 | $13,742 |
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143,878 | -3,619 | $12,912 |
DUK | 143,878 | -3,619 | $12,912 |
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105,702 | -2,016 | $12,588 |
ORCL | 105,702 | -2,016 | $12,588 |
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109,031 | -3,766 | $12,034 |
NKE | 109,031 | -3,766 | $12,034 |
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189,415 | -2,061 | $11,407 |
KO | 189,415 | -2,061 | $11,407 |
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36,399 | -721 | $11,232 |
ACN | 36,399 | -721 | $11,232 |
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71,026 | -690 | $11,176 |
CVX | 71,026 | -690 | $11,176 |
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39,908 | -869 | $10,435 |
IJH | 39,908 | -869 | $10,435 |
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57,769 | -1,073 | $10,018 |
WM | 57,769 | -1,073 | $10,018 |
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193,558 | +4,385 | $9,974 |
DGRO | 193,558 | +4,385 | $9,974 |
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49,268 | -62 | $9,908 |
ETN | 49,268 | -62 | $9,908 |
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22,323 | -152 | $9,443 |
NVDA | 22,323 | -152 | $9,443 |
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22,394 | -800 | $9,074 |
DE | 22,394 | -800 | $9,074 |
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29,517 | -894 | $9,005 |
SYK | 29,517 | -894 | $9,005 |
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98,534 | -3,983 | $8,797 |
DIS | 98,534 | -3,983 | $8,797 |
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53,740 | +721 | $8,447 |
WMT | 53,740 | +721 | $8,447 |
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165,092 | -2,527 | $8,278 |
JPST | 165,092 | -2,527 | $8,278 |
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24,762 | -775 | $7,987 |
GS | 24,762 | -775 | $7,987 |
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54,922 | +1,472 | $7,938 |
AMAT | 54,922 | +1,472 | $7,938 |
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84,245 | -2,676 | $7,832 |
BX | 84,245 | -2,676 | $7,832 |
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148,935 | +12,181 | $7,569 |
FLOT | 148,935 | +12,181 | $7,569 |
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$7,381 | ||
BRK.B | 21,645 | +535 | $7,381 |
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82,480 | -60 | $6,993 |
TJX | 82,480 | -60 | $6,993 |
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143,597 | +10,742 | $6,923 |
SLQD | 143,597 | +10,742 | $6,923 |
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30,579 | -103 | $6,880 |
STE | 30,579 | -103 | $6,880 |
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35,675 | -1,166 | $6,823 |
TT | 35,675 | -1,166 | $6,823 |
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37,892 | -103 | $6,821 |
TXN | 37,892 | -103 | $6,821 |
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129,912 | -3,510 | $6,722 |
CSCO | 129,912 | -3,510 | $6,722 |
![]() |
37,286 | +205 | $6,468 |
DEO | 37,286 | +205 | $6,468 |
![]() |
53,336 | -1,499 | $6,452 |
GOOG | 53,336 | -1,499 | $6,452 |
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12,922 | -767 | $6,423 |
CTAS | 12,922 | -767 | $6,423 |
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13,486 | +650 | $6,209 |
LMT | 13,486 | +650 | $6,209 |
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46,733 | -996 | $5,933 |
IBB | 46,733 | -996 | $5,933 |
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158,867 | -12,178 | $5,908 |
VZ | 158,867 | -12,178 | $5,908 |
See Full List: All Stocks Held By Colonial Trust Advisors
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Colonial Trust Advisors
![]() At 06/30/2023: $899,758 At 03/31/2023: $851,152 Colonial Trust Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Colonial Trust Advisors 13F filings. Link to 13F filings: SEC filings |