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
PWRDTcw Etf Tr/transform Sys Etf
$31K
TTEKTetra Tech Inc New
$31K
BOHBank of Hawaii Corp
$31K
BAHBooz Allen Hamilton Holding Corporation
$31K
LSTRLandstar System Inc.
$30K
CGThe Carlyle Group Inc.
$30K
SONSonoco Products CO
$30K
TLNTalen Energy Corp
$30K
FHLCFid Covington T/msci Health Care Ix
$30K
IBUYAmplify Online Retail ETF
$30K
JHSCJohn Hancock Investment Management Llc
$30K
KBWBInvesco Exchange KBS BK ETF
$30K
NVRNVR, Inc.
$30K
ICLNiShares Global Clean Energy ETF
$29K
GBDCGolub Capital BDC, Inc.
$29K
OSEAHbr Etf Tr/hbr Intl Compounders Etf
$29K
AWMSkyworks Solutions Inc
$29K
ESSEssex PPTY Tr Inc
$29K
VIKViking Holdings Ltd.
$29K
OCOwens Corning Inc New
$29K
ARWRArrowhead Pharmaceuticals Inc
$29K
JBHTJ B Hunt Transportation Services
$29K
SSFSensient Technologies Corp Com
$29K
REETiShares Global REIT ETF
$29K
PSCMInvesco S&P SmallCap Materials ETF
$29K
ISCVIShares Tr Small Value Index Fund
$29K
GNRCGenerac Holdings Inc.
$29K
PNRPentair PLC
$29K
PGHYInvesco Global Shrt Term Hi Yld Bd ETF
$29K
LIESunLife Financial
$29K
GALSPDR SSgA Global Allocation ETF
$29K
HPSJHancock Preferred Income III
$29K
LULULululemon Athletica Inc
$29K
RYLDGlobal X Russell 2000 Covered Call ETF
$28K
IPKWInvesco Exch Traded Fd Tr II Intl Buyback
$28K
INTFiShares Edge MSCI Multifactor Intl ETF
$28K
TAPMolson Coors Brewing Company Cl B
$28K
THGHanover Inc
$28K
BUDAnheuser Busch Inbev SA/NV
$28K
VSDAVictoryShares Dividend Accelerator ETF
$28K
UGIUGI Corp New
$28K
RACEFerrari NV New
$28K
IDOGALPS International Sector Div Dogs ETF
$28K
TXRHTexas Roadhouse Inc.
$28K
AWIArmstrong World Industries, Inc.
$28K
XBXMXNuveen S&P 500 Buy Write Income Fund
$28K
RSReliance Steel And Aluminim CO.
$28K
XYLGGlb X Funds/s&p 500 Covered Call &
$28K
PSTGPure Storage, Inc.
$27K
IBDWIshares Tr/ibonds Dec 2031 Ter
$27K
AFGAmerican Financial Group Inc.
$27K
FTGSFirst Trust Exchange-traded Fund
$27K
PSPInvesco Exchang/glb Listed Pvt Equi
$27K
XMESPDR Ser Tr S&P Metals & Mng E
$27K
ONONOn Holding/regsh Cl-a Chf0.1
$27K
VTWVVanguard Scotts/vanguard Russell 20
$27K
PRFDPimco Etf Tr/pfd & Cap Secs Acti
$27K
MORNMorningstar Inc
$26K
SDIVGlobal X Funds
$26K
LRNStride, Inc.
$26K
WSTWest Pharmaceutical
$26K
IBTLIshares Tr/ibonds Dec 2031 Ter
$26K
PZAInvesco Insured National Muni Bond
$26K
PFLTPennantPark Floating Rate Capital Ltd.
$26K
NTESNetease.com Inc
$26K
IBTIIshares Tr/ibonds Dec 2028 Ter
$26K
MCMoelis & Company
$26K
UTHUnited Therapeutics Corp.
$26K
GLPIGaming and Leisure Properties Inc.
$26K
CVYInvesco Zacks Multi Asset Inc. ETF
$26K
STAGSTAG Industrial Inc.
$26K
NLRVanEck Vectors Uranium and Nuclear Energy ETF
$26K
NTRANatera Inc
$26K
PAAPlains All American Pipeline, L.P.
$26K
BSYBentley Systems, Incorporated
$26K
VALQAmerican Century STOXX U.S. Quality Value ETF
$26K
HOLXHologic Inc.
$25K
LEGLeggett & Platt, Inc.
$25K
ARRArmour Residential REIT Inc
$25K
JGHNUVEEN GLOBAL HIGH INCOME FUND
$25K
WBDWarner Bros Discovery Inc Com Ser A
$25K
CAGConagra Brands Inc.
$25K
WTMWhite Mountain Insurance Group Ltd
$25K
SWXSouthwest Gas Corp
$25K
DWLDDavis Select Worldwide ETF
$25K
OKLOOklo Inc/sh Cl A
$25K
GTIPGoldman Sachs Access Inflation Protected ETF
$25K
TMToyota Motor Corp ADR
$24K
XNEAXNuveen AMT Free Municipal Income
$24K
BPOPPopular, Inc.
$24K
DWMWisdomtree Tr/intl Equity Fd
$24K
NVTNvent Electric PLC Voting
$24K
SANBanco Santander Cntl
$24K
EQHEquitable Holdings Inc
$24K
JBLJabil Circuit Inc.
$24K
GLINVanEck Vectors India Growth Leaders ETF
$24K
ALB 7.25 03/01/27Albemarle Corp/sh Sh
$24K
LTCLTC Properties Inc.
$24K
CGIECapital Group Companies Inc
$24K
SPYXSPDR S&P 500 Fossil Fuel Reserves Free ETF
$24K
PreviousPage 15 of 25Next