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PRIVATE TRUST CO NA

1422 EUCLID AVENUE STE 1130, CLEVELAND, OH 44115-2001 • 2167716960

Q2 2025 · Filed 2025-07-29
Market Value
$1.0B
+6.9%
Holdings
2,561
+47
New Purchases
134
Added To
719
Closed
143
Reduced
870
Top 10 Concentration
18.2%
Turnover
10.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.61% 2.91% +0.70% $37M
NVDA 2.25% 1.70% +0.55% $23M
AVGO 1.29% 0.78% +0.51% $13M
ORCL 0.60% 0.43% +0.17% $6M
AMZN 1.68% 1.53% +0.15% $17M
QQQ 1.07% 0.92% +0.15% $11M
JPM 1.18% 1.03% +0.14% $12M
META 0.74% 0.60% +0.14% $8M
CME 0.24% 0.10% +0.14% $3M
SPYG 0.83% 0.70% +0.13% $9M
YNDX 0.11% 0.00% +0.11% $1M
GOOGL 1.17% 1.06% +0.11% $12M
SPHQ 0.35% 0.25% +0.10% $4M
GS 0.30% 0.20% +0.10% $3M
POWL 0.17% 0.07% +0.10% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.82% 3.24% -0.42% $29M
XOM 0.58% 0.85% -0.27% $6M
UNH 0.18% 0.42% -0.24% $2M
MUB 0.18% 0.38% -0.20% $2M
CB 0.14% 0.33% -0.19% $1M
ABBV 0.68% 0.80% -0.12% $7M
JNJ 0.60% 0.72% -0.12% $6M
PG 0.69% 0.81% -0.12% $7M
IVV 1.23% 1.33% -0.10% $13M
USFR 0.09% 0.19% -0.10% $905K
BILS 0.03% 0.13% -0.10% $307K
KNG 0.07% 0.17% -0.10% $739K
MCD 0.49% 0.59% -0.10% $5M
BRK-B 0.65% 0.74% -0.10% $7M
SPYV 0.45% 0.55% -0.09% $5M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 55.3%
Technology 14.2%
Industrials 6.3%
Healthcare 5.7%
Communication Services 4.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 81 $403M 38.9%
Large Cap 932 $481M 46.4%
Mid Cap 797 $95M 9.2%
Small Cap 594 $49M 4.7%
Micro Cap 157 $8M 0.8%

Portfolio Analytics

Avg Market Cap
$42.2B
Median Market Cap
$6.0B
Avg P/E
31.3
Median P/E
21.0
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
1,527
# ETFs / Funds
1,034

Top Holdings (2,561 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 3.61% 75,203 $37M $497.41 $9M -55 -0.1%
2 AAPL 2.82% 142,338 $29M $205.17 -$2M +1,028 +0.7%
3 NVDA 2.25% 147,345 $23M $157.99 $7M -4,839 -3.2%
4 SPY 1.96% 32,905 $20M $617.85 $776K -2,051 -5.9%
5 AMZN 1.68% 79,509 $17M $219.39 $3M +1,471 +1.9%
6 AVGO 1.29% 48,479 $13M $275.65 $6M +3,262 +7.2%
7 IVV 1.23% 20,507 $13M $620.92 -$181K -2,475 -10.8%
8 JPM 1.18% 42,171 $12M $289.91 $2M +1,255 +3.1%
9 GOOGL 1.17% 68,617 $12M $176.23 $2M +2,217 +3.3%
10 QQQ 1.07% 20,056 $11M $551.64 $2M +1,086 +5.7%
11 VOO 0.95% 17,318 $10M $568.03 $1M +430 +2.5%
12 VTI 0.92% 31,540 $10M $303.93 -$116K -3,762 -10.7%
13 LLY 0.90% 11,979 $9M $779.56 -$121K +526 +4.6%
14 SPYG 0.83% 90,313 $9M $95.32 $2M +5,319 +6.3%
15 META 0.74% 10,425 $8M $738.07 $2M +275 +2.7%
16 PG 0.69% 44,924 $7M $159.32 -$657K -931 -2.0%
17 ABBV 0.68% 37,765 $7M $185.62 -$740K +779 +2.1%
18 GOOG 0.68% 39,471 $7M $177.39 $713K -784 -1.9%
19 BRK-B 0.65% 13,781 $7M $485.78 -$508K +257 +1.9%
20 HD 0.63% 17,815 $7M $366.64 $66K +172 +1.0%
21 IEFA 0.62% 77,504 $6M $83.48 $310K -3,926 -4.8%
22 JNJ 0.60% 40,571 $6M $152.75 -$780K -1,499 -3.6%
23 ORCL 0.60% 28,336 $6M $218.63 $2M -1,311 -4.4%
24 XOM 0.58% 55,533 $6M $107.80 -$2M -13,569 -19.6%
25 MA 0.54% 9,916 $6M $561.94 -$111K -452 -4.4%
26 COST 0.54% 5,611 $6M $990.00 $374K +133 +2.4%
27 VEA 0.50% 90,911 $5M $57.01 $263K -5,872 -6.1%
28 WMT 0.49% 52,433 $5M $97.78 $707K +2,084 +4.1%
29 RTX 0.49% 34,974 $5M $146.02 $363K -841 -2.4%
30 IJR 0.49% 46,722 $5M $109.29 $270K +469 +1.0%
31 MCD 0.49% 17,387 $5M $292.17 -$628K -887 -4.8%
32 IBM 0.49% 17,137 $5M $294.78 $909K +477 +2.9%
33 IJH 0.48% 80,388 $5M $62.02 $197K -1,673 -2.0%
34 V 0.47% 13,842 $5M $355.04 $249K +531 +4.0%
35 CVX 0.47% 34,213 $5M $143.19 -$367K +2,737 +8.7%
36 PM 0.47% 26,707 $5M $182.13 $796K +1,076 +4.2%
37 SPYV 0.45% 89,397 $5M $52.34 -$609K -14,142 -13.7%
38 IWF 0.45% 11,012 $5M $424.58 $356K -950 -7.9%
39 IWM 0.44% 21,174 $5M $215.79 $295K -252 -1.2%
40 QUAL 0.39% 22,350 $4M $182.82 $390K +722 +3.3%
41 DFAC 0.38% 111,159 $4M $35.84 $74K -7,360 -6.2%
42 UNP 0.37% 16,845 $4M $230.08 $217 +440 +2.7%
43 NFLX 0.37% 2,886 $4M $1,339.33 $1M +48 +1.7%
44 CSCO 0.36% 54,326 $4M $69.38 $750K +5,402 +11.0%
45 ITOT 0.36% 27,628 $4M $135.04 $361K +11 +0.0%
46 CTAS 0.36% 16,646 $4M $222.86 $160K -627 -3.6%
47 SPDW 0.35% 90,502 $4M $40.49 $595K +6,195 +7.3%
48 SPTI 0.35% 125,664 $4M $28.77 $1M +34,588 +38.0%
49 SPHQ 0.35% 50,527 $4M $71.26 $1M +14,589 +40.6%
50 GOVT 0.35% 156,526 $4M $22.98 $521K +22,701 +17.0%
51 BAC 0.34% 75,494 $4M $47.32 $449K +647 +0.9%
52 MMC 0.34% 16,187 $4M $218.64 $615K +4,205 +35.1%
53 MRK 0.34% 44,377 $4M $79.16 -$408K +699 +1.6%
54 BIL 0.34% 38,043 $3M $91.73 $245K +2,675 +7.6%
55 ETN 0.33% 9,561 $3M $356.99 $1M +980 +11.4%
56 VZ 0.32% 77,478 $3M $43.27 $209K +8,181 +11.8%
57 IVW 0.32% 30,252 $3M $110.10 $405K -1,267 -4.0%
58 PEP 0.31% 24,690 $3M $132.04 -$684K -1,617 -6.2%
59 AGG 0.31% 32,773 $3M $99.20 -$658K -6,745 -17.1%
60 IEMG 0.31% 53,747 $3M $60.03 $644K +5,899 +12.3%
61 MBB 0.31% 34,295 $3M $93.89 $299K +3,146 +10.1%
62 SPIB 0.31% 94,861 $3M $33.58 $598K +17,022 +21.9%
63 ABT 0.31% 23,357 $3M $136.01 $34K -337 -1.4%
64 VTV 0.30% 17,774 $3M $176.74 $243K +995 +5.9%
65 SHW 0.30% 9,051 $3M $343.36 -$34K +55 +0.6%
66 GS 0.30% 4,385 $3M $707.82 $1M +849 +24.0%
67 SYK 0.30% 7,732 $3M $395.64 $121K -161 -2.0%
68 HON 0.29% 13,025 $3M $232.88 $343K +322 +2.5%
69 UBER 0.29% 32,404 $3M $93.30 $1M +4,808 +17.4%
70 NEE 0.29% 42,739 $3M $69.42 -$213K -2,116 -4.7%
71 QCOM 0.29% 18,599 $3M $159.26 $391K +1,860 +11.1%
72 IUSG 0.28% 19,218 $3M $150.40 $496K +375 +2.0%
73 CRWD 0.28% 5,668 $3M $509.31 $693K -553 -8.9%
74 GLD 0.28% 9,451 $3M $304.83 -$10K -582 -5.8%
75 SPSM 0.27% 66,685 $3M $42.60 $517K +9,685 +17.0%
76 VUG 0.27% 6,465 $3M $438.40 $1M +1,727 +36.5%
77 IWR 0.27% 30,354 $3M $91.97 $174K -422 -1.4%
78 ADP 0.27% 9,029 $3M $308.39 -$108K -437 -4.6%
79 AMGN 0.27% 9,915 $3M $279.22 -$253K +216 +2.2%
80 TSLA 0.26% 8,522 $3M $317.66 $856K +1,381 +19.3%
81 RSP 0.26% 14,840 $3M $181.74 $65K -353 -2.3%
82 CRM 0.25% 9,445 $3M $272.69 $68K +101 +1.1%
83 SPLG 0.25% 35,355 $3M $72.69 $69K -2,681 -7.0%
84 XLK 0.24% 9,946 $3M $253.24 $523K +282 +2.9%
85 CME 0.24% 9,117 $3M $275.61 $1M +5,295 +138.5%
86 VWO 0.24% 50,450 $2M $49.46 $117K -2,089 -4.0%
87 PLTR 0.24% 18,224 $2M $136.32 $1M +702 +4.0%
88 JMST 0.24% 48,763 $2M $50.92 $305K +5,922 +13.8%
89 NOC 0.24% 4,932 $2M $500.03 -$279K -429 -8.0%
90 KO 0.24% 34,569 $2M $70.75 -$136K -1,475 -4.1%
91 PGR 0.24% 9,159 $2M $266.86 -$298K -529 -5.5%
92 MO 0.23% 41,113 $2M $58.63 -$37K +337 +0.8%
93 BX 0.23% 16,072 $2M $149.58 $589K +3,084 +23.7%
94 EFA 0.23% 26,320 $2M $89.39 $502K +3,672 +16.2%
95 CAT 0.23% 6,059 $2M $388.23 -$208K -1,703 -21.9%
96 SO 0.23% 25,551 $2M $91.83 -$76K -792 -3.0%
97 IWP 0.23% 16,902 $2M $138.68 $927K +4,838 +40.1%
98 RDVY 0.22% 36,758 $2M $62.74 $757K +10,302 +38.9%
99 PULS 0.22% 45,880 $2M $49.76 $727K +14,589 +46.6%
100 IUSB 0.22% 48,237 $2M $46.23 $99K +1,983 +4.3%

New Positions

SymbolValue% Port
YNDX $1M 0.11%
VGLT $355K 0.03%
FENI $353K 0.03%
RDDT $310K 0.03%
CRWV $229K 0.02%
CVNA $206K 0.02%
ISPY $161K 0.02%
GVAL $155K 0.01%
UITB $137K 0.01%
RECS $128K 0.01%
BAI $127K 0.01%
OAKM $122K 0.01%
MOO $114K 0.01%
YLD $101K 0.01%
CGNG $80K 0.01%

Sold Out Positions

SymbolValue% Port
FLR —%
FFA —%
ABX —%
BC —%
NVGS —%
SSTK —%
SPB —%
ABR —%
VVX —%
WTS —%
ETSY —%
SPXX —%
BRC —%
JOBY —%
FLS —%
View SEC EDGAR Filings for PRIVATE TRUST CO NA →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms