13F Filings History of ADVISORTRUST PARTNERS, LLC

Latest 13F report
Q4 2025 - 10 Mar 2026
Value $
$227,620,659
Signature - Title
James F Castleman Jr - MANAGING MEMBER
Location
Raleigh, NC
Summary
This page shows a list of all the recent 13F filings made by ADVISORTRUST PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ADVISORTRUST PARTNERS, LLC reported 156 stock holdings with total value $227,620,659 as of Q4 2025. Top holdings included QQQ, AVGO, IYW, IYF, and GLD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 156 $227,620,659 $0 $0 $0 QQQ, AVGO, IYW, IYF, GLD 13F-HR 10 Mar 2026, 13:35