Colonial Trust Co / SC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$479.9M

Holdings

970

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (970 positions)

StockValue
KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW
$51K
WBAWALGREENS BOOTS ALLIANCE INC COM
$50K
VTEBVANGUARD TAX-EXEMPT BOND ETF
$50K
CMCOCOLUMBUS MCKINNON CORP N Y COM
$50K
KNFKNIFE RIVER CORP COMMON STOCK
$50K
TIPISHARES TIPS BOND ETF
$49K
PRUPRUDENTIAL FINL INC COM
$49K
USX1UNITED STATES STL CORP NEW COM
$49K
IYMISHARES U.S. BASIC MATERIALS ETF
$48K
GOGROCERY OUTLET HLDG CORP COM
$48K
VGSHVANGUARD SHORT-TERM GOVERNMENT BOND ETF
$48K
IDUISHARES U.S. UTILITIES ETF
$48K
WELLWELLTOWER INC COM
$48K
DBEUX-TRACKERS MSCI EUROPE HEDGED EQUITY ETF
$46K
CSGPCOSTAR GROUP INC COM
$46K
SYYSYSCO CORP COM
$46K
IQVIQVIA HLDGS INC COM
$46K
GLOBGLOBANT S A COM
$46K
GILDGILEAD SCIENCES INC COM
$46K
KMIKINDER MORGAN INC DEL COM
$45K
WTRGESSENTIAL UTILS INC COM
$45K
NIMNUVEEN SELECT MAT MUN FD SH BEN INT
$44K
DFUSDIMENSIONAL U.S. EQUITY ETF
$44K
HEIHEICO CORP NEW COM
$43K
USBUS BANCORP DEL COM NEW
$43K
IYFISHARES U.S. FINANCIALS ETF
$43K
FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF
$43K
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$43K
DWDMORGAN STANLEY COM NEW
$42K
FIDUFIDELITY MSCI INDUSTRIALS INDEX ETF
$42K
SCHPSCHWAB U.S. TIPS ETF
$42K
RIGTRANSOCEAN LTD REGISTERED SHS
$41K
DHSWISDOMTREE U.S. HIGH DIVIDEND FUND
$41K
FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
$41K
TRVCCITIGROUP INC COM NEW
$41K
PRFZINVESCO FTSE RAFI US 1500A SMALL-MIDA ETF
$40K
MRO*MARATHON OIL CORP COM
$40K
DWXSPDR S&P INTERNATIONAL DIVIDEND ETF
$40K
XLEENERGY SELECT SECTOR SPDR FUND
$40K
WSTWEST PHARMACEUTICAL SVSC INC COM
$40K
CPCANADIAN PAC RY LTD COM
$40K
PPLPPL CORP COM
$39K
BWXSPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF
$39K
WMGWARNER MUSIC GROUP CORP COM CL A
$39K
KRNTKORNIT DIGITAL LTD SHS
$38K
FMCFMC CORP COM NEW
$38K
VHTVANGUARD HEALTH CARE INDEX FUND
$38K
TIPXSPDR BLOOMBERG 1-10 YEAR TIPS ETF
$37K
CCKCROWN HLDGS INC COM
$37K
AWCAMERICAN WTR WKS CO INC NEW COM
$36K
VEEVVEEVA SYS INC CL A COM
$36K
IEIISHARES 3-7 YEAR TREASURY BOND ETF
$36K
NTRNUTRIEN LTD COM
$36K
FEFIRSTENERGY CORP COM
$35K
CASYCASEYS GEN STORES INC COM
$35K
TYLTYLER TECHNOLOGIES INC COM
$35K
VRTXVERTEX PHARMACEUTICALS INC COM
$35K
LBTYALIBERTY GLOBAL PLC SHS CL A
$35K
FIVEFIVE BELOW INC COM
$34K
ATOATMOS ENERGY CORP COM
$34K
FUTYFIDELITY MSCI UTILITIES INDEX ETF
$34K
AMLPALERIAN MLP ETF
$34K
SPIPSPDR PORTFOLIO TIPS ETF
$34K
ROLROLLINS INC COM
$33K
PCYINVESCO EMERGING MARKETS SOVEREIGN DEBT ETF
$33K
VLTOVERALTO CORP COM SHS
$32K
JHSCJOHN HANCOCK MULTIFACTOR SMALL CAP ETF
$32K
EFGISHARES MSCI EAFE GROWTH ETF
$32K
PEOEXELON CORP COM
$32K
SJMSMUCKER J M CO COM NEW
$32K
LENLENNAR CORP CL A
$32K
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
$32K
VEUVANGUARD FTSE ALL-WORLD EX US INDEX FUND
$31K
CWBSPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF
$31K
MRNAMODERNA INC COM
$30K
VGITVANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF
$30K
RBARITCHIE BROS AUCTIONEERS COM
$30K
WECWEC ENERGY GROUP INC COM
$30K
CHTRCHARTER COMMUNICATIONS INC NEW CL A
$30K
FWONALIBERTY MEDIA CORP DEL COM SER A FRMLA
$29K
EQIXEQUINIX INC COM
$29K
DFGRDIMENSIONAL GLOBAL REAL ESTATE ETF
$29K
GENNORTONLIFELOCK INC COM
$29K
IYKISHARES U.S. CONSUMER GOODS ETF
$29K
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR
$29K
ITGARTNER INC COM
$28K
SONSONOCO PRODS CO COM
$28K
PORPORTLAND GEN ELEC CO COM NEW
$28K
SLVISHARES SILVER TRUST
$27K
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS
$27K
EDCONSOLIDATED EDISON INC COM
$26K
BPBP PLC SPONSORED ADR
$26K
TLHISHARES 10-20 YEAR TREASURY BOND ETF
$26K
ETXEATON VANCE MUN INCOME 2028 TE SHS
$26K
GKDGRAND CANYON ED INC COM
$26K
FOXAFOX CORP CL A COM
$26K
BBREJPMORGAN BETABUILDERS MSCI U.S. REIT ETF
$26K
EXPDEXPEDITORS INTL WASH INC COM
$26K
PPGPPG INDS INC COM
$25K
EMREMERSON ELEC CO COM
$25K
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