PRIVATE TRUST CO NA Q2 2025 Filing

Filed July 29, 2025

Portfolio Value

$1.1B

Holdings

2,468

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (2,468 positions)

StockValue
XSMOInvesco Exchang/russell 2000 Pure G
$88K
FDSFactset Research Sys
$87K
UUPInvesco DB US Dlr Index Tr Bullish Fd
$87K
HIGHartford Financial Services Group Inc.
$87K
CTRECareTrust REIT, Inc
$87K
XLSRSSGA Active Tr/SPDR SSGA US Sector
$86K
VRNSVaronis Systems, Inc.
$86K
FMDEFid Covington T/enhanced Mid Cap Et
$86K
IAIIshares Dow Jones Broker-Dealer Index
$86K
SYMSymbotic Inc/sh Cl A
$85K
FLIAFranklin Temple/intl Aggregate Bd E
$85K
IYFISHARES U S FINANCIALS ETF
$85K
ZSZscaler, Inc.
$85K
BAMBrookfield Asset Management Ltd
$85K
FALNiShares Trust - iShares Fallen Angels Bd ETF
$84K
FBNDFidelity Merrimack Str Tr Total Bd ETF
$84K
VRSKVerisk Analytics Inc
$84K
PEYInvesco Exchange-Traded Fd Tr
$84K
EMNEastman Chemical CO.
$84K
VMCVulcan Materials
$84K
SCZiShares Trust MSCI EAFE Small Cap Index Fund
$84K
QLTAiShares Aaa - A Rated Corporate Bond ETF
$83K
AMEAmetek Inc
$83K
TRGPTarga Resources, Inc.
$83K
MGMMGM Mirage Inc.
$83K
RODMHartford Multifactor Dev Mkts ETF
$82K
GPNGlobal Payments Inc
$82K
FMAYFT CBOE Vest U.S. Equity Buffer ETF - May
$81K
OUNZVaneck Merk Gol/gold Shs
$81K
ACIOEtf S Solutions/aptus Collared Invt
$81K
CGNGCapital Research And Management Co.
$80K
GEMGoldman Sachs ActiveBeta EMkts Eq ETF
$80K
RQICohen & Steers Quality Inc. Realty Fund
$80K
EWKIshares, Inc.-iShares MSCI Belgium Capped ETF
$79K
FPXFirst Trust IPOX 100 Index Fund
$79K
WTWWillis Towers Watson, PLC
$78K
SEICSEI Investments CO
$78K
BBEUJP Morgan BetaBuilders Europe ETF
$78K
FXOFirst Trust Exch Tr Fd II Finan Alphadex
$78K
DASHDoorDash Inc Cl A
$78K
SPIPSPDR Series Trust Barclays Capital TIPS
$78K
IYRIShares Tr Dow Jones US Real Estate Index Fd
$77K
BSCTInvesco Exchange-traded Self-indexed Fund Tru
$77K
EWAIShares MSCI Australia Index
$77K
BITBlackRock Multi-Sector Income Trust
$77K
HAPIHBR ETF Tr/corporate Culture Etf
$76K
GSSTGoldman Sachs E/access Ultra Short
$76K
IBTHIshares Tr/ibonds Dec 2027 Term T E
$76K
DBEUDEUTSCHE X TRACKERS MSCI EUROPE HEDGED
$76K
WDAYWorkday, Inc.
$76K
IBTGIshares Tr/ibonds Dec 2026 Term T E
$76K
AAAUGoldman Sachs Physical Gold Etf Trust
$75K
MCYMercury General Corp.
$75K
VUSBVanguard Bd Ix /ultra Short Bd Etf
$75K
SMGThe Scotts Miracle-Gro Company
$75K
DMAYFT CBOE Vest U.S. Equity Deep Buffer ETF - MA
$75K
DIAXNuveen Dow 30 Dynamic Overwrite Fund
$75K
GTGoodyear Tire & Rubber CO.
$75K
7HPHP Inc
$74K
ACGLArch Capital Group Ltd
$74K
IGSBiShares 1-5 Yr Invest Grade Corp Bond ETF
$74K
MSCIMSCI Inc Class A
$74K
AQLTIShares Russell 200 Index Fund
$73K
DVNDevon Energy Corp
$73K
HAWXBlackrock Institutional Trust Company N.a.
$73K
EELVInvesco Exchang/s&p Emerging Mkts L
$73K
VLUEiShares Edge MSCI USA Value Factor
$73K
AMXAmer Movil Sponsored Adr Repstg Cl B Shs
$73K
SYFSynchrony Financial
$72K
HLTHilton Worldwide Holdings, Inc.
$72K
XHBSPDR S&P Homebuilders
$72K
JIVEJPMorgan Exchange-traded Fund Trust
$72K
BUCKSimplify Exchange Traded Funds
$72K
JSMDJanus Henderson Small/MD CP Gr Alpha ETF
$72K
AREAlexandria Real Estate Equities
$72K
JPUSJP Morgan Diversified Return US Eq ETF
$72K
ONEQFidelity Comwlth Tr NASDAQ Composit Index
$71K
BIZDVaneck Vectors BDC Income ETF
$71K
ETVEaton Vance Tax Managed Buy Write Opps
$71K
CGSDCap Grp Fxd In /short Duration In E
$71K
JJacobs Solutions Inc
$71K
BTOJohn Hancock Bank & Thrift Oppty Fund
$71K
BSCWInvesco Exchange-traded Self-indexed Fund
$71K
IQQQProshares Tr/nasdaq-100 High In Etf
$71K
DSIIShares MSCI KLD 400 Social
$70K
WYWeyerhaeuser CO.
$70K
CIONCion Investment Corporation New
$70K
GRIDFirst Tr Clean Edge Smart Grid Index Fund
$70K
FEZSPDR Index Shs Fds DJ Euro Stoxx 50 ETF
$69K
VEEVVeeva Systems, Inc.
$69K
TPRTapestry Inc.
$69K
BXMTBlackstone Mortgage Trust, Inc.
$68K
HUBBHubbell, Inc.
$68K
FPAGInvestment Managers Series Trust Iii
$68K
AOSA O Smith
$68K
VRSNVeriSign Inc.
$68K
RELXRELX PLC Sponsored ADR
$67K
OUSAAlps Etf Tr/oshares U S Qlty Di
$67K
KEYSKeysight Technologies, Inc.
$67K
FCALFirst Trust California Muni High Income ETF
$67K
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