Legal Name: COLONIAL TRUST ADVISORS, INC.
報告期間:
Jun 30, 2019
有効日:
Aug 21, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
MICROSOFT CORP (594918104)
|
173,707 |
$23,270k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
59,511 |
$13,472k |
|
|
PROCTER & GAMBLE CO (742718109)
|
117,601 |
$12,895k |
|
|
Amazon.com Inc (023135106)
|
6,774 |
$12,827k |
|
|
COCA-COLA CO (191216100)
|
135,487 |
$6,899k |
|
|
ALPHABET INC (02079K305)
|
5,778 |
$6,256k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
33,365 |
$6,165k |
|
|
ORACLE CORP (68389X105)
|
100,347 |
$5,717k |
|
|
LILLY ELI & CO (532457108)
|
50,911 |
$5,640k |
|
|
EXPEDIA GROUP INC (30212P303)
|
40,448 |
$5,381k |
|
|
NORFOLK SOUTHERN (655844108)
|
25,888 |
$5,160k |
|
|
COMCAST CORP (20030N101)
|
105,461 |
$4,459k |
|
|
Deere & Co (244199105)
|
26,318 |
$4,361k |
|
|
BAXTER INTL INC (071813109)
|
50,693 |
$4,152k |
|
|
CHECK POINT SOFTWARE (M22465104)
|
35,326 |
$4,084k |
|
|
PNC FINL SVCS GRP (693475105)
|
29,124 |
$3,998k |
|
|
Phillips 66 (718546104)
|
40,443 |
$3,783k |
|
|
Alphabet Inc (02079K107)
|
3,248 |
$3,510k |
|
|
MEDTRONIC PLC (G5960L103)
|
35,473 |
$3,455k |
|
|
QUEST DIAGNOSTICS (74834L100)
|
29,391 |
$2,992k |
|
|
BECTON DICKINSON (075887109)
|
11,053 |
$2,785k |
|
|
KIMBERLY CLARK CORP (494368103)
|
20,833 |
$2,777k |
|
|
FLOWSERVE CORP (34354P105)
|
47,094 |
$2,481k |
|
|
SEMPRA ENERGY (816851109)
|
16,625 |
$2,285k |
|
|
Chevron Corp (166764100)
|
16,376 |
$2,038k |
|
|
Applied Materials, Inc. (038222105)
|
44,089 |
$1,980k |
|
|
MARTIN MARIETTA MATL (573284106)
|
8,520 |
$1,961k |
|
|
CONSTELLATION BRANDS (21036P108)
|
9,708 |
$1,912k |
|
|
Packaging Corp of America (695156109)
|
18,981 |
$1,809k |
|
|
Schlumberger Ltd (806857108)
|
45,273 |
$1,799k |
|
|
ISHARES (464287234)
|
41,251 |
$1,770k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
10,786 |
$1,677k |
|
|
Charles Schwab Corp/The (808513105)
|
40,652 |
$1,634k |
|
|
3M CO (88579Y101)
|
9,262 |
$1,605k |
|
|
CARLISLE COS INC (142339100)
|
11,400 |
$1,601k |
|
|
Bank of America Corp. (060505104)
|
49,518 |
$1,436k |
|
|
ECOLAB INC (278865100)
|
6,996 |
$1,381k |
|
|
NEXTERA ENERGY INC (65339F101)
|
6,633 |
$1,359k |
|
|
CLEAN HARBORS INC (184496107)
|
18,175 |
$1,292k |
|
|
PPG INDUSTRIES INC (693506107)
|
10,805 |
$1,261k |
|
|
ENBRIDGE INC (29250N105)
|
31,927 |
$1,152k |
|
|
DIGITAL RLTY TR INC (253868103)
|
8,884 |
$1,046k |
|
|
LOWES CO (548661107)
|
10,143 |
$1,024k |
|
|
ANSYS Inc (03662Q105)
|
4,735 |
$970k |
|
|
ISHARES TR (46434V803)
|
29,768 |
$888k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
12,294 |
$881k |
|
|
FEDEX CORP (31428X106)
|
5,108 |
$839k |
|
|
ISHARES INC CURRENCY HEDGEDMSC (46434g509)
|
31,854 |
$812k |
|
|
GENERAL MILLS INC (370334104)
|
15,377 |
$808k |
|
|
EOG Resources Inc (26875P101)
|
7,825 |
$729k |
|
|
ISHARES (464287168)
|
6,990 |
$696k |
|
|
HOSPITALITY PROPERTIES TRUST (44106M102)
|
25,701 |
$643k |
|
|
FMC CORP (302491303)
|
7,659 |
$635k |
|
|
AEP (025537101)
|
6,635 |
$584k |
|
|
PARK NATL CORP (700658107)
|
5,809 |
$577k |
|
|
JABIL INC (466313103)
|
18,200 |
$575k |
|
|
ABBOTT LABS (002824100)
|
6,710 |
$564k |
|
|
BlackRock, Inc. (09247X101)
|
1,198 |
$562k |
|
|
Fidelity Commonwealth TR Stk E (315912808)
|
1,715 |
$540k |
|
|
CSX CORP (126408103)
|
6,642 |
$514k |
|
|
PHILIP MORRIS INTL (718172109)
|
6,511 |
$511k |
|
|
ISHARES (464288448)
|
15,775 |
$485k |
|
|
GENERAL ELECTRIC CO (369604103)
|
42,968 |
$451k |
|
|
CENTRAL SECS CORP (155123102)
|
14,123 |
$431k |
|
|
Halliburton Co (406216101)
|
18,519 |
$421k |
|
|
LeMaitre Vascular (LMAT) (525558201)
|
14,407 |
$403k |
|
|
ALTRIA GROUP INC (02209S103)
|
8,016 |
$380k |
|
|
AMGEN INC (031162100)
|
2,051 |
$378k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,561 |
$333k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,765 |
$330k |
|
|
REGIONS FINL CORP (7591EP100)
|
20,860 |
$312k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,963 |
$309k |
|
|
ConocoPhillips (20825C104)
|
4,979 |
$304k |
|
|
THE HERSHEY COMPANY (427866108)
|
2,175 |
$292k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
28,650 |
$282k |
|
|
LIVE NATION ENTERTAINMENT IN (538034109)
|
4,225 |
$280k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
4,340 |
$277k |
|
|
QUALCOMM INC (747525103)
|
3,602 |
$274k |
|
|
GALLAGHER ARTHUR J & CO (363576109)
|
3,110 |
$272k |
|
|
INTEL CORP (458140100)
|
5,536 |
$265k |
|
|
Bristol-Myers Squibb Co (110122108)
|
5,648 |
$256k |
|
|
SMUCKER J M CO (832696405)
|
2,166 |
$250k |
|
|
CONSOLDTD EDISON INC (209115104)
|
2,807 |
$246k |
|
|
GENUINE PARTS CO (372460105)
|
2,250 |
$233k |
|
|
Facebook Inc (30303M102)
|
1,198 |
$231k |
|
|
American Express Co. (025816109)
|
1,785 |
$220k |
|
|
CONAGRA BRANDS INC (205887102)
|
7,750 |
$206k |
|
|
ISHARES TR (46434V282)
|
6,438 |
$204k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
239 |
$70k |
|
|
FIDELITY (316092808)
|
790 |
$49k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
688 |
$42k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
451 |
$35k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
570 |
$29k |
|
|
FIDELITY MSCI CONSM DIS (316092204)
|
620 |
$28k |
|
|
Lockheed Martin Corp (539830109)
|
60 |
$22k |
|
|
Apple Inc (037833100)
|
79 |
$16k |
|
|
Boeing Co/The (097023105)
|
45 |
$16k |
|
|
DUKE ENERGY CORP (26441C204)
|
182 |
$16k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
80 |
$14k |
|
|
JOHNSON & JOHNSON (478160104)
|
100 |
$14k |
|
|
COSTCO WHSL CORP (22160K105)
|
50 |
$13k |
|
|
FIDELITY (316092857)
|
500 |
$13k |
|
|
DOMINION ENERGY INC (25746U109)
|
140 |
$11k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
102 |
$11k |
|
|
PFIZER INC (717081103)
|
235 |
$10k |
|
|
CISCO SYSTEMS INC (17275R102)
|
161 |
$9k |
|
|
HOME DEPOT INC (437076102)
|
45 |
$9k |
|
|
Exxon Mobil Corp (30231G102)
|
110 |
$8k |
|
|
DISNEY WALT CO (254687106)
|
50 |
$7k |
|
|
BB&T CORPORATION (054937107)
|
119 |
$6k |
|
|
CROWN CASTLE INTL (22822V101)
|
45 |
$6k |
|
|
MCDONALDS CORP (580135101)
|
29 |
$6k |
|
|
AT&T INC (00206R102)
|
140 |
$5k |
|
|
EATON CORPORATION (G29183103)
|
56 |
$5k |
|
|
ISHARES (464287556)
|
50 |
$5k |
|
|
PEPSICO INC (713448108)
|
40 |
$5k |
|
|
S&P GLOBAL INC (78409V104)
|
20 |
$5k |
|
|
CYTRX CORP COM (232828608)
|
11,334 |
$4k |
|
|
INGERSOLL-RAND PLC (G47791101)
|
30 |
$4k |
|
|
ISHARES (464287465)
|
61 |
$4k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
17 |
$3k |
|
|
Caterpillar Inc (149123101)
|
14 |
$2k |
|
|
EAST WEST BANCORP (27579R104)
|
40 |
$2k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
10 |
$2k |
|
|
BIO MATRIX SCIENTIFICGRP INC C (09065c106)
|
28,000 |
$0k |
|
|
NIKE INC (654106103)
|
5 |
$0k |
|
多くの人々が詐欺やPonziスキームによってやけどを負っています。だから私たちはあなた、潜在的な投資家を助け、事実を見つけ、最高のものを見つけ、そして詐欺とPonziの計画を避けるためにこのウェブサイトを作成しました。
このWebサイトで提供されるすべての情報は、無保証で、情報提供のみを目的として提供されています。
InvestingReview.orgは投資アドバイスを提供していません。 InvestingReview.orgは投資顧問ではなく、米国または米国以外の規制機関によって承認または提携されていません。
最近検索された企業
注：検索データは第三者によって蓄積され、1日に1回更新されます.
