Portfolio (Quarterly)
Guide ↗
Colonial Trust Advisors
· CIK 0001567993| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | LPLA | LPL FINL HLDGS INC COM | Financial Services | 15 | $5K | — | SOLD |
| 22 | CHWY | CHEWY INC CL A | Consumer Cyclical | 150 | $4K | — | SOLD |
| 23 | CNM | CORE & MAIN INC CL A | Industrials | 50 | $2K | — | SOLD |
| 24 | BTBT | BIT DIGITAL INC SHS | Financial Services | 1,700 | $2K | — | SOLD |
| 25 | — | LEVERAGE SHARES 2X LONG UNH DAILY ETF | — | 150 | $2K | — | SOLD |
| 26 | LW | LAMB WESTON HLDGS INC COM | Consumer Defensive | 29 | $1K | — | SOLD |
| 27 | — | UNITI GROUP INC COM | — | 10 | $94.0 | — | SOLD |
| 28 | EMB | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | — | — | $42.0 | — | SOLD |
| 29 | EWBC | EAST WEST BANCORP INC COM | Financial Services | — | $29.0 | — | SOLD |
| 30 | NVDY | YIELDMAX NVDA OPTION INCOME STRATEGY ETF | — | 1 | $8.0 | — | SOLD |
Sector Allocation
Technology
32.7%
Financial Services
13.6%
Industrials
11.2%
Healthcare
11.2%
Consumer Cyclical
7.9%
Consumer Defensive
7.7%
Communication Services
6.9%
Utilities
2.8%
Energy
2.8%
Basic Materials
2.4%