Colonial Trust Advisors

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    spartanburg, SC
  • CIK
    0001567993
  • Alternate names
    Colonial Asset Management, Inc.
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

675

$1.12 B
AAPL, MSFT, IVV, LLY
13F-HR
May 13, 2025
000139834425009319

678

$1.13 B
AAPL, MSFT, IVV, AMZN
13F-HR
Feb 13, 2025
000139834425002651

751

$1.16 B
AAPL, MSFT, IVV, LLY
13F-HR
Nov 12, 2024
000139834424020481

759

$1.04 B
AAPL, MSFT, LLY, IVV
13F-HR
Aug 14, 2024
000139834424014588

1,022

$1.01 B
AAPL, MSFT, IVV, LLY
13F-HR
May 14, 2024
000139834424009325

912

$942.51 M
AAPL, MSFT, IVV, LLY
13F-HR
Feb 14, 2024
000139834424002876

920

$873.09 M
AAPL, MSFT, IVV, LLY
13F-HR
Nov 13, 2023
000139834423020467

916

$899.78 M
AAPL, MSFT, IVV, LLY
13F-HR
Aug 14, 2023
000139834423014756

910

$851.16 M
AAPL, MSFT, IVV, JNJ
13F-HR
May 11, 2023
000139834423009519

913

$815.10 M
AAPL, MSFT, IVV, JNJ
13F-HR
Feb 14, 2023
000139834423003331

251

$738.30 M
AAPL, MSFT, UNH, IVV
13F-HR
Nov 14, 2022
000139834422021988

167

$711.21 M
AAPL, MSFT, IVV, JNJ
13F-HR
Aug 12, 2022
000139834422015500

183

$844.88 M
AAPL, MSFT, IVV, JNJ
13F-HR
May 9, 2022
000139834422009111

185

$893.99 M
AAPL, MSFT, IVV, AMZN
13F-HR
Feb 14, 2022
000139834422002945

189

$810.75 M
AAPL, MSFT, IVV, AMZN
13F-HR
Nov 12, 2021
000139834421021302

191

$819.08 M
AAPL, MSFT, AMZN, IVV
13F-HR
Aug 5, 2021
000139834421015565

181

$760.91 M
AAPL, MSFT, IVV, AMZN
13F-HR
May 10, 2021
000139834421010024

164

$720.70 M
AAPL, MSFT, AMZN, JNJ
13F-HR
Jan 29, 2021
000139834421001781

154

$636.44 M
AAPL, MSFT, AMZN, JNJ
13F-HR
Oct 26, 2020
000139834420020741

149

$586.17 M
AAPL, MSFT, AMZN, V
13F-HR
Aug 10, 2020
000139834420015381

143

$477.82 M
AAPL, MSFT, JNJ, V
13F-HR
May 6, 2020
000139834420009554

159

$602.52 M
AAPL, MSFT, JNJ, V
13F-HR
Feb 14, 2020
000139834420003554

159

$565.41 M
AAPL, MSFT, IVV, V
13F-HR
Nov 15, 2019
000139834419020397

157

$552.52 M
AAPL, MSFT, JNJ, V
13F-HR
Aug 21, 2019
000139834419014944

151

$526.97 M
AAPL, MSFT, JNJ, V
13F-HR
May 15, 2019
000139834419009018

142

$409.43 M
AAPL, MSFT, JNJ, V
13F-HR
Feb 12, 2019
000139834419002444

150

$534.75 M
AAPL, MSFT, JNJ, V
13F-HR
Nov 14, 2018
000139834418016503

148

$504.65 M
AAPL, MSFT, JNJ, IVV
13F-HR
Aug 14, 2018
000139834418011769

150

$490.49 M
AAPL, MSFT, JNJ, IVV
13F-HR
May 10, 2018
000139834418007184

160

$645.21 M
AAPL, JNJ, MSFT, IVV
13F-HR
Feb 21, 2018
000139834418002621

141

$455.20 M
AAPL, JNJ, MSFT, PG
13F-HR
Nov 14, 2017
000139834417014641

143

$440.49 M
AAPL, JNJ, MSFT, DIS
13F-HR
Aug 14, 2017
000139834417010332

125

$325.03 M
AAPL, JNJ, MSFT, DIS
13F-HR
May 15, 2017
000139834417006462

129

$309.80 M
AAPL, JNJ, XOM, DIS
13F-HR
Feb 13, 2017
000139834417001904

135

$318.35 M
AAPL, JNJ, PG, DUK
13F-HR
Oct 18, 2016
000139834416019709

136

$312.56 M
JNJ, AAPL, DUK, XOM
13F-HR
Aug 22, 2016
000139834416017139

135

$306.45 M
AAPL, JNJ, DUK, DIS
13F-HR
May 13, 2016
000139834416013353

136

$300.73 M
AAPL, JNJ, DIS, PG
13F-HR
Feb 12, 2016
000139834416009865

133

$297.76 M
AAPL, JNJ, DIS, DUK
13F-HR
Nov 18, 2015
000139834415007717

134

$322.62 M
AAPL, JNJ, DIS, XOM
13F-HR
Aug 5, 2015
000139834415004922

136

$327.30 M
AAPL, JNJ, DIS, DUK
13F-HR
Jun 1, 2015
000139834415003623

138

$258.56 M
AAPL, JNJ, XOM, DUK
13F-HR
Feb 13, 2015
000139834415000975

140

$322.87 M
AAPL, JNJ, XOM, PG
13F-HR
Nov 14, 2014
000139834414005920

137

$329.03 M
XOM, JNJ, AAPL, DUK
13F-HR
Aug 14, 2014
000139834414004200

134

$319.80 M
XOM, JNJ, AAPL, PG
13F-HR
May 15, 2014
000139834414002797

114

$318.40 M
XOM, JNJ, AAPL, PG
13F-HR
Feb 14, 2014
000139834414001030
Colonial Trust Advisors 13F Filings