| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 5 | Q3 2023 | 6.2% |
| MICROSOFT CORP COM | 5 | Q3 2023 | 4.3% |
| ISHARES CORE S&P 500 ETF | 5 | Q3 2023 | 2.4% |
| LILLY ELI & CO COM | 5 | Q3 2023 | 2.3% |
| JOHNSON & JOHNSON COM | 5 | Q3 2023 | 2.3% |
| UNITEDHEALTH GROUP INC COM | 5 | Q3 2023 | 2.2% |
| HOME DEPOT INC COM | 5 | Q3 2023 | 1.8% |
| ISHARES CORE DIVIDEND GROWTH ETF | 5 | Q3 2023 | 1.8% |
| VISA INC COM CL A | 5 | Q3 2023 | 1.7% |
| AMAZON COM INC COM | 5 | Q3 2023 | 1.9% |
View Colonial Trust Co / SC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
View Colonial Trust Co / SC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.