Colonial Trust Advisors Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$1.3T

Holdings

713

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (713 positions)

#StockSharesValue% PortfolioType
401
KHYBKRANESHARES ASIA PACIFIC HIGH INCOME USD BOND ETF
1,079$00.00%
402
CPCANADIAN PAC RY LTD COM
559$00.00%
403
VENVENTAS INC COM
500$00.00%
404
ICSHBLACKROCK ULTRA SHORT-TERM BOND ETF
26$00.00%
405
VOEVANGUARD MID-CAP VALUE INDEX FUND
781$00.00%
406
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
2,612$00.00%
407
UTGREAVES UTIL INCOME FD COM SH BEN INT
1,500$00.00%
408
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
50$00.00%
409
SCHFSCHWAB INTERNATIONAL EQUITY ETF
352$00.00%
410
BYNDBEYOND MEAT INC COM
339$00.00%
411
PPGPPG INDS INC COM
200$00.00%
412
BEPCBROOKFIELD RENEWABLE CORP CL A EX SUB VTG
109$00.00%
413
AZNASTRAZENECA PLC SPONSORED ADR
18$00.00%
414
MNSTMONSTER BEVERAGE CORP NEW COM
1,100$00.00%
415
SMHVANECK SEMICONDUCTOR ETF
0$00.00%
416
BLLNBILLIONTOONE INC CL A
50$00.00%
417
SHOPSHOPIFY INC CL A
520$00.00%
418
8CWCROWN CASTLE INTL CORP NEW COM
1,203$00.00%
419
INTFISHARES MSCI INTL MULTIFACTOR ETF
520$00.00%
420
LHXL3HARRIS TECHNOLOGIES INC COM
149$00.00%
421
NTAPNETAPP INC COM
100$00.00%
422
IGMISHARES EXPANDED TECH SECTOR ETF
240$00.00%
423
CASYCASEYS GEN STORES INC COM
348$00.00%
424
4I1PHILIP MORRIS INTL INC COM
1,558$00.00%
425
IWRISHARES RUSSELL MID-CAP ETF
5,231$00.00%
426
AEMAGNICO EAGLE MINES LTD COM
431$00.00%
427
FRELFIDELITY MSCI REAL ESTATE INDEX ETF
4,516$00.00%
428
TMOTHERMO FISHER SCIENTIFIC INC COM
245$00.00%
429
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
3,231$00.00%
430
SOLVSOLVENTUM CORP COM SHS
387$00.00%
431
CSXCSX CORP COM
3,981$00.00%
432
GENGEN DIGITAL INC COM
500$00.00%
433
GISGENERAL MLS INC COM
1,700$00.00%
434
NULGNUVEEN ESG LARGE-CAP GROWTH ETF
600$00.00%
435
SWKSTANLEY BLACK & DECKER INC COM
35$00.00%
436
FFORD MTR CO DEL COM
3,012$00.00%
437
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
1,346$00.00%
438
UPSUNITED PARCEL SERVICE INC CL B
7,703$00.00%
439
RACEFERRARI N V COM
27$00.00%
440
IBRXIMMUNITYBIO INC COM
425$00.00%
441
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
50$00.00%
442
UNGUNITED STATES NATURAL GAS FUND LP
75$00.00%
443
UAAUNDER ARMOUR INC CL A
100$00.00%
444
XLVHEALTH CARE SELECT SECTOR SPDR FUND
415$00.00%
445
HRHEALTHCARE TR AMER INC CL A NEW
400$00.00%
446
SOLSSOLSTICE ADVANCED MATLS INC COM SHS
359$00.00%
447
ETHAISHARES ETHEREUM TRUST ETF
1,100$00.00%
448
RIVNRIVIAN AUTOMOTIVE INC COM CL A
800$00.00%
449
ACVFAMERICAN CONSERVATIVE VALUES ETF
75$00.00%
450
REGREGENCY CTRS CORP COM
66$00.00%
451
FDNFIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX
155$00.00%
452
CARRCARRIER GLOBAL CORPORATION COM
4,360$00.00%
453
TBNTAMBORAN RES CORP COM
2,000$00.00%
454
UBSIUNITED BANKSHARES INC WEST VA COM
100$00.00%
455
CZRCAESARS ENTERTAINMENT INC NEW COM
400$00.00%
456
BDXBECTON DICKINSON & CO COM
958$00.00%
457
OKLOOKLO INC COM CL A
30$00.00%
458
VRTVERTIV HOLDINGS CO COM CL A
851$00.00%
459
IYWISHARES U.S. TECHNOLOGY ETF
818$00.00%
460
FBNCFIRST BANCORP N C COM
8,712$00.00%
461
DALDELTA AIR LINES INC DEL COM NEW
86$00.00%
462
NRANRG ENERGY INC COM NEW
50$00.00%
463
LINLINDE PLC SHS
364$00.00%
464
WFCWELLS FARGO CO NEW COM
3,594$00.00%
465
FMCFMC CORP COM NEW
1,568$00.00%
466
ISRGINTUITIVE SURGICAL INC COM NEW
221$00.00%
467
ACGLARCH CAP GROUP LTD ORD
62$00.00%
468
GPNGLOBAL PMTS INC COM
1,129$00.00%
469
AONAON PLC SHS CL A
575$00.00%
470
FDTFIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND
200$00.00%
471
HONHONEYWELL INTL INC COM
1,521$00.00%
472
MAMASTERCARD INCORPORATED CL A
1,018$00.00%
473
FBNDFIDELITY TOTAL BOND ETF
68$00.00%
474
WRBYWARBY PARKER INC CL A COM
200$00.00%
475
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND
670$00.00%
476
LPLALPL FINL HLDGS INC COM
15$00.00%
477
PKGPACKAGING CORP AMER COM
2,819$00.00%
478
HAMHARMONY GOLD MINING CO LTD SPONSORED ADR
1,896$00.00%
479
EFAISHARES MSCI EAFE ETF
1,627$00.00%
480
VUGVANGUARD GROWTH INDEX FUND
1,608$00.00%
481
MARAMARA HOLDINGS INC COM
500$00.00%
482
SLISTANDARD LITHIUM LTD COM
200$00.00%
483
CTVACORTEVA INC COM
1,257$00.00%
484
ON 0 05/01/27ON SEMICONDUCTOR CORP 0 05/01/2027
8,000$00.00%
485
ROPROPER TECHNOLOGIES INC COM
231$00.00%
486
MBCMASTERBRAND INC COMMON STOCK
1,200$00.00%
487
PFFISHARES PREFERRED AND INCOME SECURITIES ETF
625$00.00%
488
JOFJAPAN SMALLER CAPITALIZATION F COM
9,399$00.00%
489
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF
4,800$00.00%
490
MRKMERCK & CO. INC COM
8,818$00.00%
491
FITBFIFTH THIRD BANCORP COM
342$00.00%
492
OKTAOKTA INC CL A
7$00.00%
493
ORLYOREILLY AUTOMOTIVE INC COM
135$00.00%
494
TDOCTELADOC HEALTH INC COM
1,100$00.00%
495
CMPSCOMPASS PATHWAYS PLC SPONSORED ADS
2,000$00.00%
496
ASIXADVANSIX INC COM
5$00.00%
497
JSCPJPMORGAN SHORT DURATION CORE PLUS ETF
708$00.00%
498
LRGFISHARES MSCI USA MULTIFACTOR ETF
3,064$00.00%
499
RPMRPM INTL INC COM
111$00.00%
500
AQLTISHARES SELECT DIVIDEND ETF
2,006$00.00%
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