COLONIAL TRUST ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NUE | 721 | $97.61K |
 | MDT | 714 | $67.99K |
 | PATH | 700 | $9.37K |
 | APO-PA | 696 | $48.91K |
 | NEM | 684 | $57.64K |
 | AMD | 684 | $110.66K |
 | CP | 634 | $47.23K |
 | PAYX | 633 | $80.19K |
 | WTRG | 625 | $24.94K |
 | TTE | 619 | $36.92K |
 | AI | 600 | $10.40K |
 | PEG | 600 | $50.08K |
 | CWEN-A | 600 | $16.16K |
 | CLF | 600 | $7.32K |
 | JBHT | 588 | $78.89K |
 | AON | 575 | $205.03K |
 | CVS | 573 | $43.17K |
 | ATO | 568 | $96.99K |
 | BN | 550 | $37.72K |
 | FHN | 536 | $12.12K |
Nucor Corporation
NUE
Shares Held
721
Value
$97.61K
Medtronic plc
MDT
Shares Held
714
Value
$67.99K
UiPath Inc.
PATH
Shares Held
700
Value
$9.37K
Apollo Global Management, Inc.
APO-PA
Shares Held
696
Value
$48.91K
Newmont Corporation
NEM
Shares Held
684
Value
$57.64K
Advanced Micro Devices, Inc.
AMD
Shares Held
684
Value
$110.66K
Canadian Pacific Kansas City Ltd.
CP
Shares Held
634
Value
$47.23K
Paychex, Inc.
PAYX
Shares Held
633
Value
$80.19K
Essential Utilities, Inc.
WTRG
Shares Held
625
Value
$24.94K
TotalEnergies SE
TTE
Shares Held
619
Value
$36.92K
C3.ai, Inc.
AI
Shares Held
600
Value
$10.40K
Public Service Enterprise Group Incorporated
PEG
Shares Held
600
Value
$50.08K
Clearway Energy, Inc.
CWEN-A
Shares Held
600
Value
$16.16K
Cleveland-Cliffs Inc.
CLF
Shares Held
600
Value
$7.32K
J.B. Hunt Transport Services, Inc.
JBHT
Shares Held
588
Value
$78.89K
Aon plc
AON
Shares Held
575
Value
$205.03K
CVS Health Corporation
CVS
Shares Held
573
Value
$43.17K
Atmos Energy Corporation
ATO
Shares Held
568
Value
$96.99K
Brookfield Corporation
BN
Shares Held
550
Value
$37.72K
First Horizon Corporation
FHN
Shares Held
536
Value
$12.12K