Colonial River Wealth Management
Latest statistics and disclosures from Colonial River Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, QQQM, GOOGL, and represent 16.56% of Colonial River Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVV, IWY, MSFT, IJS, SPYV, QQQM, AAPL, GOOGL, NVDA, D.
- Started 60 new stock positions in DECK, IDXX, DSX, ALLY, ZTS, WM, ADBE, CL, PAYX, KMB.
- Reduced shares in these 10 stocks: SPLG (-$9.7M), , QLC, IJR, TLTD, VSS, TILT, BNDC, MINT, GBIL.
- Sold out of its positions in Direxion Shs Etf Tr sp biotch bl, TLTE, GQRE, NFRA, RAVI, GGT, IEF, IXUS, VSS.
- Colonial River Wealth Management was a net buyer of stock by $3.3M.
- Colonial River Wealth Management has $168M in assets under management (AUM), dropping by 9.83%.
- Central Index Key (CIK): 0001845859
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Colonial River Wealth Management holds 201 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 6.0 | $10M | +19% | 53k | 192.53 |
|
Microsoft Corporation (MSFT) | 4.0 | $6.7M | +44% | 18k | 376.05 |
|
NVIDIA Corporation (NVDA) | 2.5 | $4.2M | +38% | 8.4k | 495.22 |
|
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.2 | $3.7M | +94% | 22k | 168.54 |
|
Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $3.1M | +71% | 22k | 139.69 |
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.8 | $3.1M | +152% | 66k | 46.63 |
|
Select Sector Spdr Tr Energy (XLE) | 1.8 | $3.0M | -26% | 36k | 83.84 |
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Flexshares Tr Us Qt Lw Vlty (QLV) | 1.6 | $2.7M | +6% | 48k | 56.21 |
|
Verizon Communications (VZ) | 1.6 | $2.7M | +3% | 71k | 37.70 |
|
Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $2.6M | NEW | 5.4k | 477.61 |
|
Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.5 | $2.6M | -7% | 61k | 42.18 |
|
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 1.3 | $2.2M | +19% | 38k | 58.45 |
|
Exxon Mobil Corporation (XOM) | 1.3 | $2.2M | -21% | 22k | 99.98 |
|
Dominion Resources (D) | 1.3 | $2.2M | +79% | 47k | 47.00 |
|
Ishares Tr Rus Tp200 Gr Etf (IWY) | 1.3 | $2.1M | NEW | 12k | 175.22 |
|
Amazon (AMZN) | 1.3 | $2.1M | +6% | 14k | 151.94 |
|
Home Depot (HD) | 1.2 | $2.1M | +21% | 6.0k | 346.55 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.2 | $2.0M | -21% | 15k | 136.38 |
|
Ishares Tr Sp Smcp600vl Etf (IJS) | 1.2 | $2.0M | NEW | 19k | 103.07 |
|
Johnson & Johnson (JNJ) | 1.1 | $1.9M | -13% | 12k | 156.74 |
|
Tesla Motors (TSLA) | 1.1 | $1.8M | +90% | 7.2k | 248.48 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $1.7M | -24% | 4.2k | 409.49 |
|
Vanguard World Fds Energy Etf (VDE) | 1.0 | $1.7M | +24% | 15k | 117.28 |
|
UnitedHealth (UNH) | 1.0 | $1.7M | +30% | 3.2k | 526.47 |
|
Meta Platforms Cl A (META) | 1.0 | $1.6M | +85% | 4.6k | 353.96 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.9 | $1.5M | -4% | 21k | 72.03 |
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.9 | $1.5M | +133% | 24k | 63.33 |
|
Procter & Gamble Company (PG) | 0.9 | $1.5M | +12% | 10k | 146.54 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.9 | $1.5M | +108% | 12k | 124.97 |
|
Altria (MO) | 0.9 | $1.5M | +23% | 36k | 40.34 |
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Costco Wholesale Corporation (COST) | 0.9 | $1.4M | +45% | 2.2k | 660.08 |
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Select Sector Spdr Tr Technology (XLK) | 0.9 | $1.4M | -4% | 7.5k | 192.47 |
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McDonald's Corporation (MCD) | 0.8 | $1.4M | +17% | 4.7k | 296.50 |
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.8 | $1.4M | +30% | 40k | 34.01 |
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Select Sector Spdr Tr Indl (XLI) | 0.8 | $1.4M | +55% | 12k | 113.99 |
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Global X Fds Nasdaq 100 Cover (QYLD) | 0.8 | $1.4M | +154% | 78k | 17.34 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $1.3M | -70% | 12k | 108.25 |
|
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.8 | $1.3M | +16% | 15k | 88.71 |
|
Global X Fds Russell 2000 (RYLD) | 0.8 | $1.3M | +193% | 77k | 16.74 |
|
Abbvie (ABBV) | 0.8 | $1.3M | -20% | 8.2k | 154.97 |
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JPMorgan Chase & Co. (JPM) | 0.7 | $1.2M | -35% | 7.3k | 170.10 |
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.7 | $1.2M | +111% | 22k | 51.41 |
|
Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.7 | $1.1M | -46% | 28k | 40.87 |
|
Pfizer (PFE) | 0.7 | $1.1M | +33% | 38k | 28.79 |
|
Chevron Corporation (CVX) | 0.6 | $1.1M | -31% | 7.3k | 149.17 |
|
Merck & Co (MRK) | 0.6 | $1.1M | -12% | 9.8k | 109.02 |
|
Wal-Mart Stores (WMT) | 0.6 | $1.1M | +2% | 6.8k | 157.65 |
|
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.6 | $1.0M | +56% | 55k | 18.59 |
|
Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.6 | $1.0M | +81% | 41k | 25.15 |
|
First Tr Morningstar Divid L SHS (FDL) | 0.6 | $1.0M | +58% | 28k | 35.88 |
|
Coca-Cola Company (KO) | 0.6 | $1.0M | +14% | 17k | 58.93 |
|
Jackson Financial Com Cl A (JXN) | 0.6 | $1.0M | -8% | 20k | 51.20 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.6 | $976k | +37% | 11k | 91.39 |
|
Pepsi (PEP) | 0.6 | $965k | -14% | 5.7k | 169.84 |
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Hershey Company (HSY) | 0.6 | $949k | +246% | 5.1k | 186.44 |
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Eli Lilly & Co. (LLY) | 0.6 | $942k | +194% | 1.6k | 582.92 |
|
Visa Com Cl A (V) | 0.6 | $941k | +300% | 3.6k | 260.35 |
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Philip Morris International (PM) | 0.6 | $934k | +62% | 9.9k | 94.08 |
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Mastercard Incorporated Cl A (MA) | 0.6 | $926k | +242% | 2.2k | 426.51 |
|
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.5 | $906k | NEW | 12k | 73.38 |
|
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.5 | $901k | +73% | 23k | 40.06 |
|
Cisco Systems (CSCO) | 0.5 | $833k | +52% | 17k | 50.52 |
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Texas Instruments Incorporated (TXN) | 0.5 | $812k | +49% | 4.8k | 170.46 |
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Cdw (CDW) | 0.5 | $800k | NEW | 3.5k | 227.32 |
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Bank of America Corporation (BAC) | 0.5 | $774k | -33% | 23k | 33.67 |
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Starbucks Corporation (SBUX) | 0.5 | $759k | +24% | 7.9k | 96.01 |
|
Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.4 | $732k | +71% | 16k | 44.54 |
|
Ishares Tr Short Treas Bd (SHV) | 0.4 | $707k | +7% | 6.4k | 110.13 |
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Blackstone Group Inc Com Cl A (BX) | 0.4 | $702k | -18% | 5.4k | 130.92 |
|
Vanguard Index Fds Growth Etf (VUG) | 0.4 | $696k | 2.2k | 310.88 |
|
|
Applied Materials (AMAT) | 0.4 | $695k | NEW | 4.3k | 162.07 |
|
Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.4 | $695k | -65% | 7.0k | 99.74 |
|
Vanguard World Fds Consum Stp Etf (VDC) | 0.4 | $689k | +8% | 3.6k | 190.97 |
|
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $678k | -66% | 6.8k | 99.80 |
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At&t (T) | 0.4 | $673k | -29% | 40k | 16.78 |
|
Qualcomm (QCOM) | 0.4 | $667k | NEW | 4.6k | 144.63 |
|
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.4 | $659k | -62% | 14k | 48.32 |
|
Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.4 | $656k | -42% | 23k | 28.23 |
|
Iron Mountain (IRM) | 0.4 | $655k | 9.4k | 69.98 |
|
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $646k | -20% | 2.7k | 237.22 |
|
Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.4 | $639k | -43% | 14k | 47.44 |
|
Invesco Exchange Traded Fd T Zacks Mid Cap (CZA) | 0.4 | $622k | -19% | 6.6k | 93.81 |
|
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.4 | $621k | -43% | 24k | 25.73 |
|
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.4 | $619k | -42% | 26k | 23.87 |
|
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.4 | $615k | -42% | 11k | 55.34 |
|
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.4 | $604k | -42% | 8.7k | 69.34 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $585k | 12k | 47.90 |
|
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $581k | NEW | 1.6k | 356.66 |
|
Vanguard Index Fds Value Etf (VTV) | 0.3 | $574k | 3.8k | 149.50 |
|
|
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.3 | $573k | +63% | 14k | 42.41 |
|
Flexshares Tr Us Quality Cap (QLC) | 0.3 | $568k | -84% | 11k | 52.97 |
|
Lam Research Corporation (LRCX) | 0.3 | $555k | NEW | 708.00 | 783.26 |
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IDEXX Laboratories (IDXX) | 0.3 | $555k | NEW | 999.00 | 555.05 |
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Colgate-Palmolive Company (CL) | 0.3 | $525k | NEW | 6.6k | 79.71 |
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Mueller Industries (MLI) | 0.3 | $517k | NEW | 11k | 47.15 |
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Netflix (NFLX) | 0.3 | $505k | NEW | 1.0k | 486.88 |
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Amgen (AMGN) | 0.3 | $504k | +33% | 1.8k | 288.02 |
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Adobe Systems Incorporated (ADBE) | 0.3 | $504k | NEW | 845.00 | 596.60 |
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Waste Management (WM) | 0.3 | $481k | NEW | 2.7k | 179.10 |
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Duke Energy Corp Com New (DUK) | 0.3 | $479k | +22% | 4.9k | 97.04 |
|
Kla Corp Com New (KLAC) | 0.3 | $472k | NEW | 812.00 | 581.30 |
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International Business Machines (IBM) | 0.3 | $471k | -38% | 2.9k | 163.55 |
|
Ford Motor Company (F) | 0.3 | $469k | NEW | 38k | 12.19 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $465k | +106% | 2.9k | 157.80 |
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Bristol Myers Squibb (BMY) | 0.3 | $461k | +17% | 9.0k | 51.31 |
|
salesforce (CRM) | 0.3 | $456k | 1.7k | 263.14 |
|
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Southern Company (SO) | 0.3 | $451k | -19% | 6.4k | 70.12 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $448k | -24% | 943.00 | 475.31 |
|
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $436k | -25% | 14k | 31.01 |
|
Lockheed Martin Corporation (LMT) | 0.3 | $431k | +40% | 950.00 | 453.28 |
|
Ross Stores (ROST) | 0.3 | $421k | -13% | 3.0k | 138.39 |
|
Novo-nordisk A S Adr (NVO) | 0.2 | $420k | +4% | 4.1k | 103.45 |
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Eaton Corp SHS (ETN) | 0.2 | $416k | +2% | 1.7k | 240.82 |
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $416k | -4% | 5.4k | 77.02 |
|
Pulte (PHM) | 0.2 | $412k | NEW | 4.0k | 103.22 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $411k | -95% | 7.4k | 55.90 |
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Deckers Outdoor Corporation (DECK) | 0.2 | $409k | NEW | 612.00 | 668.43 |
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MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $406k | 11k | 36.72 |
|
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Flexshares Tr M Star Dev Mkt (TLTD) | 0.2 | $405k | -84% | 5.9k | 68.29 |
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Enterprise Products Partners (EPD) | 0.2 | $402k | +5% | 15k | 26.35 |
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Morgan Stanley Com New (MS) | 0.2 | $399k | -14% | 4.3k | 93.25 |
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D.R. Horton (DHI) | 0.2 | $389k | NEW | 2.6k | 151.98 |
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Advanced Micro Devices (AMD) | 0.2 | $387k | NEW | 2.6k | 147.41 |
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Allstate Corporation (ALL) | 0.2 | $384k | 2.7k | 139.98 |
|
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Flexshares Tr Mornstar Usmkt (TILT) | 0.2 | $376k | -85% | 2.1k | 182.48 |
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Anthem (ELV) | 0.2 | $371k | +52% | 786.00 | 471.56 |
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Abbott Laboratories (ABT) | 0.2 | $368k | NEW | 3.3k | 110.09 |
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Marvell Technology (MRVL) | 0.2 | $368k | +8% | 6.1k | 60.31 |
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $366k | -30% | 5.8k | 62.66 |
|
Lululemon Athletica (LULU) | 0.2 | $345k | NEW | 674.00 | 511.29 |
|
Atlantic Union B (AUB) | 0.2 | $343k | +2% | 9.4k | 36.54 |
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Gilead Sciences (GILD) | 0.2 | $340k | NEW | 4.2k | 81.01 |
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Alphabet Cap Stk Cl C (GOOG) | 0.2 | $340k | 2.4k | 140.93 |
|
|
Zoetis Cl A (ZTS) | 0.2 | $335k | NEW | 1.7k | 197.37 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $334k | 6.8k | 49.37 |
|
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Ferguson SHS (FERG) | 0.2 | $333k | 1.7k | 193.07 |
|
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Metropcs Communications (TMUS) | 0.2 | $319k | NEW | 2.0k | 160.33 |
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Hamilton Lane Cl A (HLNE) | 0.2 | $319k | NEW | 2.8k | 113.44 |
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Realty Income (O) | 0.2 | $318k | NEW | 5.5k | 57.42 |
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.2 | $312k | +2% | 9.6k | 32.48 |
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Flexshares Tr Mornstar Upstr (GUNR) | 0.2 | $310k | -77% | 7.6k | 40.95 |
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Trinet (TNET) | 0.2 | $307k | NEW | 2.6k | 118.93 |
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Oneok (OKE) | 0.2 | $293k | 4.2k | 70.22 |
|
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Sun Communities (SUI) | 0.2 | $292k | 2.2k | 133.65 |
|
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Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $291k | NEW | 828.00 | 350.91 |
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Spdr Gold Tr Gold Shs (GLD) | 0.2 | $282k | -4% | 1.5k | 191.17 |
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Autodesk (ADSK) | 0.2 | $275k | NEW | 1.1k | 243.48 |
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Analog Devices (ADI) | 0.2 | $275k | NEW | 1.4k | 198.56 |
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General Dynamics Corporation (GD) | 0.2 | $273k | NEW | 1.1k | 259.66 |
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First Tr Exchange Traded Indls Prod Dur (FXR) | 0.2 | $271k | -28% | 4.2k | 64.86 |
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Black Stone Minerals Com Unit (BSM) | 0.2 | $270k | NEW | 17k | 15.96 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $269k | -4% | 970.00 | 277.15 |
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Nextera Energy (NEE) | 0.2 | $268k | -8% | 4.4k | 60.74 |
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Comcast Corp Cl A (CMCSA) | 0.2 | $263k | -25% | 6.0k | 43.85 |
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Sherwin-Williams Company (SHW) | 0.2 | $256k | 820.00 | 311.90 |
|
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Broadcom (AVGO) | 0.2 | $256k | -75% | 229.00 | 1116.25 |
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Otis Worldwide Corp (OTIS) | 0.2 | $253k | NEW | 2.8k | 89.47 |
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Gartner (IT) | 0.1 | $252k | NEW | 558.00 | 451.11 |
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McKesson Corporation (MCK) | 0.1 | $251k | NEW | 543.00 | 462.98 |
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Flexshares Tr Iboxx 3r Targt (TDTT) | 0.1 | $249k | -60% | 11k | 23.62 |
|
Ishares Msci Gbl Etf New (PICK) | 0.1 | $249k | 5.8k | 43.07 |
|
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Cummins (CMI) | 0.1 | $244k | -3% | 1.0k | 239.57 |
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Medtronic SHS (MDT) | 0.1 | $244k | NEW | 3.0k | 82.38 |
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Paychex (PAYX) | 0.1 | $242k | NEW | 2.0k | 119.11 |
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Select Sector Spdr Tr Communication (XLC) | 0.1 | $239k | -23% | 3.3k | 72.66 |
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Meritage Homes Corporation (MTH) | 0.1 | $238k | NEW | 1.4k | 174.20 |
|
ConocoPhillips (COP) | 0.1 | $237k | NEW | 2.0k | 116.07 |
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Hercules Technology Growth Capital (HTGC) | 0.1 | $233k | +35% | 14k | 16.67 |
|
Symbotic Class A Com (SYM) | 0.1 | $232k | NEW | 4.5k | 51.33 |
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Flexshares Tr Dev Mrk Ex Low (QLVD) | 0.1 | $229k | -26% | 8.8k | 25.96 |
|
Vici Pptys (VICI) | 0.1 | $229k | 7.2k | 31.88 |
|
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Ally Financial (ALLY) | 0.1 | $228k | NEW | 6.5k | 34.92 |
|
Flex Lng SHS (FLNG) | 0.1 | $226k | NEW | 7.8k | 29.06 |
|
Caterpillar (CAT) | 0.1 | $226k | -23% | 765.00 | 295.67 |
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Uber Technologies (UBER) | 0.1 | $225k | NEW | 3.7k | 61.57 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $225k | 5.5k | 41.10 |
|
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Mondelez Intl Cl A (MDLZ) | 0.1 | $222k | NEW | 3.1k | 72.43 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $220k | -13% | 1.3k | 170.40 |
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National Storage Affiliates Com Shs Ben In (NSA) | 0.1 | $220k | NEW | 5.3k | 41.47 |
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BlackRock (BLK) | 0.1 | $219k | NEW | 270.00 | 811.80 |
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Digital Realty Trust (DLR) | 0.1 | $219k | NEW | 1.6k | 134.58 |
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EOG Resources (EOG) | 0.1 | $219k | NEW | 1.8k | 120.98 |
|
Servicenow (NOW) | 0.1 | $218k | NEW | 308.00 | 706.49 |
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Vanguard World Fds Utilities Etf (VPU) | 0.1 | $217k | -62% | 1.6k | 137.10 |
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Main Street Capital Corporation (MAIN) | 0.1 | $217k | 5.0k | 43.23 |
|
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Flexshares Tr Cre Slct Bd Fd (BNDC) | 0.1 | $216k | -89% | 9.7k | 22.37 |
|
Fortinet (FTNT) | 0.1 | $213k | +3% | 3.6k | 58.53 |
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Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $213k | NEW | 4.1k | 52.37 |
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Kimberly-Clark Corporation (KMB) | 0.1 | $211k | NEW | 1.7k | 121.51 |
|
Lowe's Companies (LOW) | 0.1 | $206k | NEW | 924.00 | 222.55 |
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Becton, Dickinson and (BDX) | 0.1 | $206k | NEW | 843.00 | 243.83 |
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Boeing Company (BA) | 0.1 | $205k | -28% | 785.00 | 260.66 |
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Arbor Realty Trust (ABR) | 0.1 | $167k | NEW | 11k | 15.18 |
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Magic Software Enterprises L Ord (MGIC) | 0.1 | $127k | NEW | 13k | 9.69 |
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B2gold Corp (BTG) | 0.1 | $111k | +10% | 35k | 3.16 |
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Figs Cl A (FIGS) | 0.1 | $106k | NEW | 15k | 6.95 |
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Exscientia Ads (EXAI) | 0.1 | $86k | NEW | 13k | 6.41 |
|
Algonquin Power & Utilities equs (AQN) | 0.0 | $80k | -5% | 13k | 6.32 |
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Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.0 | $59k | +21% | 12k | 4.81 |
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Diana Shipping (DSX) | 0.0 | $53k | NEW | 18k | 2.97 |
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Avrobio Ord (AVRO) | 0.0 | $22k | -2% | 16k | 1.36 |
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Past Filings by Colonial River Wealth Management
SEC 13F filings are viewable for Colonial River Wealth Management going back to 2020
- Colonial River Wealth Management 2023 Q4 filed Jan. 23, 2024
- Colonial River Wealth Management 2023 Q3 filed Nov. 3, 2023
- Colonial River Wealth Management 2023 Q2 filed Aug. 8, 2023
- Colonial River Wealth Management 2023 Q1 filed May 5, 2023
- Colonial River Wealth Management 2022 Q4 filed Feb. 10, 2023
- Colonial River Wealth Management 2022 Q3 filed Nov. 14, 2022
- Colonial River Wealth Management 2022 Q2 filed Aug. 15, 2022
- Colonial River Wealth Management 2022 Q1 filed April 15, 2022
- Colonial River Wealth Management 2021 Q4 filed Feb. 15, 2022
- Colonial River Wealth Management 2021 Q3 filed Oct. 25, 2021
- Colonial River Wealth Management 2021 Q2 filed Aug. 13, 2021
- Colonial River Wealth Management 2021 Q1 filed May 17, 2021
- Colonial River Wealth Management 2020 Q4 filed Feb. 19, 2021