Colonial Trust Co / SC Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$313.7B

Holdings

264

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (264 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC COM
134,375$18.6B5.92%
2
MSFTMICROSOFT CORP COM
56,068$13.1B4.16%
3
IVVISHARES CORE S&P 500 ETF
21,059$7.6B2.41%
4
JNJJOHNSON & JOHNSON COM
43,614$7.1B2.27%
5
UNHUNITEDHEALTH GROUP INC COM
13,894$7.0B2.24%
6
LLYLILLY ELI & CO COM
21,153$6.8B2.18%
7
AMZNAMAZON COM INC COM
53,522$6.0B1.93%
8
HDHOME DEPOT INC COM
20,736$5.7B1.82%
9
VVISA INC COM CL A
29,988$5.3B1.70%
10
PEPPEPSICO INC COM
31,448$5.1B1.64%
11
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
101,964$5.1B1.63%
12
CVXCHEVRON CORP NEW COM
35,364$5.1B1.62%
13
UNPUNION PAC CORP COM
24,310$4.7B1.51%
14
COSTCOSTCO WHSL CORP NEW COM
9,750$4.6B1.47%
15
GOOGLALPHABET INC CAP STK CL A
47,082$4.5B1.44%
16
DUKDUKE ENERGY CORP NEW COM NEW
46,503$4.3B1.38%
17
PGPROCTER AND GAMBLE CO COM
33,426$4.2B1.35%
18
DGROISHARES CORE DIVIDEND GROWTH ETF
94,729$4.2B1.34%
19
JPMJPMORGAN CHASE & CO COM
38,586$4.0B1.29%
20
WMWASTE MGMT INC DEL COM
24,933$4.0B1.27%
21
ACNACCENTURE PLC IRELAND SHS CLASS A
15,340$3.9B1.26%
22
SLQDISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
82,325$3.9B1.24%
23
HUMHUMANA INC COM
7,806$3.8B1.21%
24
FLOTISHARES FLOATING RATE BOND ETF
73,682$3.7B1.18%
25
APDAIR PRODS & CHEMS INC COM
14,453$3.4B1.07%
26
ETNEATON CORP PLC SHS
23,425$3.1B1.00%
27
ORCLORACLE CORP COM
49,774$3.0B0.97%
28
PANWPALO ALTO NETWORKS INC COM
18,495$3.0B0.97%
29
KOCOCA COLA CO COM
52,969$3.0B0.95%
30
COPCONOCOPHILLIPS COM
28,901$3.0B0.94%
31
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
10,971$2.9B0.93%
32
DISWALT DISNEY CO
30,894$2.9B0.93%
33
NKENIKE INC CL B
34,787$2.9B0.92%
34
TXNTEXAS INSTRS INC COM
17,283$2.7B0.85%
35
GSGOLDMAN SACHS GROUP INC COM
9,108$2.7B0.85%
36
BXBLACKSTONE GROUP INC COM
31,811$2.7B0.85%
37
GOOGALPHABET INC CAP STK CL C
27,414$2.6B0.84%
38
WMTWALMART INC COM
19,901$2.6B0.82%
39
PFEPFIZER INC COM
57,305$2.5B0.80%
40
PSXPHILLIPS 66 COM
29,816$2.4B0.77%
41
BACVERIZON COMMUNICATIONS INC COM
62,933$2.4B0.76%
42
IJHISHARES S&P MIDCAP FUND
10,523$2.3B0.74%
43
SYKSTRYKER CORPORATION COM
11,386$2.3B0.74%
44
SPYSPDR S&P 500 ETF
6,382$2.3B0.73%
45
TTTRANE TECHNOLOGIES PLC SHS
15,549$2.3B0.72%
46
CITCINTAS CORP COM
5,798$2.3B0.72%
47
AMATAPPLIED MATLS INC COM
26,321$2.2B0.69%
48
ABTABBOTT LABS COM
22,234$2.2B0.69%
49
TFCTRUIST FINL CORP COM
49,065$2.1B0.68%
50
LOWLOWES COS INC COM
11,300$2.1B0.68%
51
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
76,122$2.1B0.67%
52
CSCOCISCO SYS INC COM
50,796$2.0B0.65%
53
XOMEXXON MOBIL CORP COM
22,921$2.0B0.64%
54
LMTLOCKHEED MARTIN CORP COM
4,859$1.9B0.60%
55
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
42,202$1.8B0.58%
56
CMCSACOMCAST CORP NEW CL A
60,754$1.8B0.57%
57
SCHWSCHWAB CHARLES CORP COM
24,709$1.8B0.57%
58
HSYHERSHEY CO COM
7,722$1.7B0.54%
59
TJXTJX COS INC NEW COM
26,083$1.6B0.52%
60
VOVANGUARD MID-CAP INDEX FUND
8,522$1.6B0.51%
61
DEODIAGEO PLC SPON ADR NEW
9,096$1.5B0.49%
62
AQLTISHARES CORE MSCI EAFE ETF
28,825$1.5B0.48%
63
VOTVANGUARD MID-CAP GROWTH INDEX FUND
8,531$1.5B0.46%
64
IBBISHARES NASDAQ BIOTECHNOLOGY INDEX FUND
12,150$1.4B0.45%
65
FQIDIGITAL RLTY TR INC COM
14,289$1.4B0.45%
66
WPCWP CAREY INC COM
19,024$1.3B0.42%
67
NSCNORFOLK SOUTHN CORP COM
6,288$1.3B0.42%
68
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
28,295$1.3B0.42%
69
IWFISHARES RUSSELL 1000 GROWTH ETF
6,131$1.3B0.41%
70
STESTERIS PLC SHS USD
7,647$1.3B0.41%
71
ZTSZOETIS INC CL A
8,418$1.2B0.40%
72
EOGEOG RES INC COM
10,811$1.2B0.39%
73
PYPLPAYPAL HLDGS INC COM
13,812$1.2B0.38%
74
IWDISHARES RUSSELL 1000 VALUE ETF
8,650$1.2B0.37%
75
MRKMERCK & CO. INC COM
13,343$1.1B0.37%
76
METAFACEBOOK INC CL A
8,344$1.1B0.36%
77
AWCAMERICAN WTR WKS CO INC NEW COM
8,426$1.1B0.35%
78
MCDMCDONALDS CORP COM
4,595$1.1B0.34%
79
VBVANGUARD SMALL-CAP INDEX FUND
6,117$1.0B0.33%
80
RFREGIONS FINANCIAL CORP NEW COM
47,507$953.0M0.30%
81
NVDANVIDIA CORPORATION COM
7,851$953.0M0.30%
82
CSXCSX CORP COM
34,576$921.0M0.29%
83
BMYBRISTOL-MYERS SQUIBB CO COM
12,942$920.0M0.29%
84
ABBVABBVIE INC COM
6,848$919.0M0.29%
85
RTXRAYTHEON TECHNOLOGIES CORP COM
11,134$911.0M0.29%
86
UPSUNITED PARCEL SERVICE INC CL B
5,603$905.0M0.29%
87
BWABORGWARNER INC COM
27,653$868.0M0.28%
88
ECLECOLAB INC COM
5,982$864.0M0.28%
89
OREALTY INCOME CORP COM
14,696$855.0M0.27%
90
DEDEERE & CO COM
2,544$849.0M0.27%
91
FDXFEDEX CORP COM
5,243$778.0M0.25%
92
BSCOINVESCO BULLETSHARES 2024 CORPORATE BOND ETF
37,865$772.0M0.25%
93
CMECME GROUP INC COM
4,349$770.0M0.25%
94
BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF
38,338$765.0M0.24%
95
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
19,026$760.0M0.24%
96
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF
38,996$727.0M0.23%
97
BAMBROOKFIELD ASSET MGMT INC CL A LTD VT SH
17,528$717.0M0.23%
98
BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF
37,967$707.0M0.23%
99
BSVVANGUARD SHORT-TERM BOND INDEX FUND
9,249$692.0M0.22%
100
BNDVANGUARD TOTAL BOND MARKET INDEX FUND
9,633$687.0M0.22%
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