Colonial River Wealth Management
Latest statistics and disclosures from Colonial River Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, CGGR, RWL, MSFT, and represent 24.46% of Colonial River Investments's stock portfolio.
- Added to shares of these 10 stocks: QVML, ORCL, AVGO, META, NVDA, MSFT, NFLX, AMZN, TSLA, CGGR.
- Started 17 new stock positions in CRS, COR, STX, MU, RKLB, MS, COIN, ADI, DC, SMH. BALL, BIIB, HL, SLVO, SHW, CAH, CGDV.
- Reduced shares in these 10 stocks: APP, SPTL, VRT, TLN, PINS, HOOD, IUSV, GTO, SE, NRG.
- Sold out of its positions in ABR, ADP, AXON, CALM, CHTR, DLR, EME, TDIV, HSY, XMHQ.
- Colonial River Investments was a net buyer of stock by $11M.
- Colonial River Investments has $281M in assets under management (AUM), dropping by 3.48%.
- Central Index Key (CIK): 0001845859
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Portfolio Holdings for Colonial River Investments
Colonial River Investments holds 228 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.2 | $20M | +7% | 108k | 186.50 |
|
| Apple (AAPL) | 4.8 | $13M | +4% | 49k | 271.86 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 4.5 | $13M | +6% | 284k | 44.47 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 4.2 | $12M | +4% | 103k | 114.50 |
|
| Microsoft Corporation (MSFT) | 3.8 | $11M | +13% | 22k | 483.63 |
|
| Invesco Exch Traded Fd Tr Ii 500 Qvm Multi (QVML) | 3.0 | $8.4M | +98% | 209k | 40.18 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 2.9 | $8.2M | +3% | 69k | 119.32 |
|
| Amazon (AMZN) | 2.8 | $7.9M | +15% | 34k | 230.82 |
|
| Meta Platforms Cl A (META) | 2.4 | $6.7M | +25% | 10k | 660.06 |
|
| Tesla Motors (TSLA) | 1.7 | $4.9M | +26% | 11k | 449.73 |
|
| Broadcom (AVGO) | 1.7 | $4.8M | +44% | 14k | 346.09 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $4.5M | 14k | 312.99 |
|
|
| Palantir Technologies Cl A (PLTR) | 1.5 | $4.2M | -4% | 24k | 177.75 |
|
| Invesco Actively Managed Exc Total Return (GTO) | 1.4 | $4.0M | -9% | 84k | 47.42 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $3.7M | 12k | 313.80 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.3 | $3.6M | +8% | 12k | 303.89 |
|
| Applovin Corp Com Cl A (APP) | 1.2 | $3.4M | -37% | 5.1k | 673.82 |
|
| Oracle Corporation (ORCL) | 1.2 | $3.3M | +168% | 17k | 194.90 |
|
| Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) | 1.0 | $2.7M | +11% | 106k | 25.55 |
|
| Wal-Mart Stores (WMT) | 0.9 | $2.4M | 22k | 111.41 |
|
|
| Exxon Mobil Corporation (XOM) | 0.8 | $2.3M | -2% | 19k | 120.34 |
|
| Nebius Group Shs Class A (NBIS) | 0.8 | $2.3M | +41% | 27k | 83.70 |
|
| Pacer Fds Tr Data & Digi Revo (TRFK) | 0.8 | $2.3M | 35k | 64.06 |
|
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.8 | $2.2M | +12% | 43k | 50.25 |
|
| Western Digital (WDC) | 0.8 | $2.2M | -11% | 13k | 172.27 |
|
| The Alger Etf Trust Concentrated Eqt (CNEQ) | 0.8 | $2.1M | +3% | 62k | 34.38 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $2.1M | -5% | 6.6k | 322.20 |
|
| Talen Energy Corp (TLN) | 0.7 | $2.0M | -19% | 5.4k | 374.84 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.7 | $2.0M | +2% | 34k | 58.12 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.7 | $1.9M | 31k | 61.13 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.7 | $1.8M | -13% | 7.3k | 252.92 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.7 | $1.8M | +3% | 31k | 59.28 |
|
| Philip Morris International (PM) | 0.6 | $1.8M | -8% | 11k | 160.39 |
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.6 | $1.7M | +8% | 28k | 62.92 |
|
| Bank of America Corporation (BAC) | 0.6 | $1.7M | 31k | 55.00 |
|
|
| Dominion Resources (D) | 0.6 | $1.7M | -12% | 28k | 58.59 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.6M | -3% | 2.6k | 614.31 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.5 | $1.5M | -14% | 17k | 91.38 |
|
| Capital One Financial (COF) | 0.5 | $1.5M | +2% | 6.2k | 242.36 |
|
| Spdr Series Trust State Street Spd (SPTL) | 0.5 | $1.5M | -42% | 57k | 26.47 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.5 | $1.5M | 31k | 48.00 |
|
|
| Abbvie (ABBV) | 0.5 | $1.5M | +3% | 6.4k | 228.51 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.5 | $1.4M | +4% | 42k | 34.65 |
|
| Citigroup Com New (C) | 0.5 | $1.4M | +11% | 12k | 116.69 |
|
| Netflix (NFLX) | 0.4 | $1.2M | +653% | 13k | 93.76 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.2M | -13% | 1.7k | 684.97 |
|
| Sea Sponsord Ads (SE) | 0.4 | $1.2M | -25% | 9.2k | 127.57 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.4 | $1.1M | +84% | 7.9k | 143.97 |
|
| Qxo Com New (QXO) | 0.4 | $1.1M | +47% | 58k | 19.29 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.1M | -4% | 1.3k | 862.34 |
|
| The Alger Etf Trust Ai Enablers Adop (ALAI) | 0.4 | $1.1M | 31k | 36.11 |
|
|
| Verizon Communications (VZ) | 0.4 | $1.1M | -15% | 27k | 40.73 |
|
| Goldman Sachs (GS) | 0.4 | $1.1M | +2% | 1.2k | 879.00 |
|
| UnitedHealth (UNH) | 0.4 | $1.1M | 3.3k | 330.11 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.1M | -17% | 3.2k | 335.30 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $1.1M | +6% | 21k | 50.59 |
|
| Astera Labs (ALAB) | 0.4 | $1.1M | -2% | 6.3k | 166.36 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $1.0M | +13% | 17k | 60.17 |
|
| Global X Fds Artificial Etf (AIQ) | 0.4 | $1.0M | +2% | 20k | 50.86 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.4 | $1000k | -2% | 7.2k | 138.46 |
|
| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.4 | $999k | 28k | 35.21 |
|
|
| Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) | 0.4 | $999k | +2% | 13k | 77.36 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $994k | 1.7k | 579.28 |
|
|
| Natera (NTRA) | 0.3 | $942k | +2% | 4.1k | 229.09 |
|
| Vistra Energy (VST) | 0.3 | $923k | +49% | 5.7k | 161.33 |
|
| Spotify Technology S A SHS (SPOT) | 0.3 | $904k | -17% | 1.6k | 580.71 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $903k | +62% | 20k | 44.71 |
|
| Coca-Cola Company (KO) | 0.3 | $875k | 13k | 69.91 |
|
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.3 | $866k | 13k | 65.55 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $865k | +12% | 11k | 76.92 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $846k | -4% | 1.7k | 487.91 |
|
| Martin Marietta Materials (MLM) | 0.3 | $846k | +186% | 1.4k | 622.66 |
|
| Caterpillar (CAT) | 0.3 | $826k | +138% | 1.4k | 573.01 |
|
| Home Depot (HD) | 0.3 | $804k | -10% | 2.3k | 344.16 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.3 | $783k | -15% | 17k | 46.86 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $780k | -39% | 4.8k | 162.01 |
|
| Jackson Financial Com Cl A (JXN) | 0.3 | $734k | -21% | 6.9k | 106.66 |
|
| Heico Corp Cl A (HEI.A) | 0.3 | $729k | -27% | 2.9k | 252.43 |
|
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.3 | $718k | +2% | 10k | 72.01 |
|
| Hilton Worldwide Holdings (HLT) | 0.3 | $707k | +7% | 2.5k | 287.19 |
|
| American Intl Group Com New (AIG) | 0.3 | $703k | +13% | 8.2k | 85.55 |
|
| Constellation Energy (CEG) | 0.2 | $699k | -23% | 2.0k | 353.18 |
|
| Rocket Cos Com Cl A (RKT) | 0.2 | $698k | +147% | 36k | 19.36 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $697k | -39% | 6.2k | 113.10 |
|
| Altria (MO) | 0.2 | $697k | 12k | 57.66 |
|
|
| Southwest Airlines (LUV) | 0.2 | $677k | 16k | 41.33 |
|
|
| Iron Mountain (IRM) | 0.2 | $671k | -5% | 8.1k | 82.95 |
|
| Pfizer (PFE) | 0.2 | $654k | 26k | 24.90 |
|
|
| United Parcel Service CL B (UPS) | 0.2 | $640k | -22% | 6.4k | 99.19 |
|
| Qualcomm (QCOM) | 0.2 | $638k | +11% | 3.7k | 171.04 |
|
| Nextera Energy (NEE) | 0.2 | $636k | 7.9k | 80.27 |
|
|
| Cardinal Health (CAH) | 0.2 | $629k | NEW | 3.1k | 205.50 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $618k | +5% | 12k | 50.58 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.2 | $615k | +14% | 17k | 35.33 |
|
| Apollo Global Mgmt (APO) | 0.2 | $607k | +6% | 4.2k | 144.76 |
|
| McKesson Corporation (MCK) | 0.2 | $606k | 739.00 | 820.29 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.2 | $605k | 22k | 27.43 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $603k | +2% | 1.9k | 318.53 |
|
| Johnson & Johnson (JNJ) | 0.2 | $600k | -7% | 2.9k | 206.95 |
|
| ConocoPhillips (COP) | 0.2 | $595k | +10% | 6.4k | 93.61 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $590k | +28% | 549.00 | 1074.68 |
|
| Abivax Sa Sponsored Ads (ABVX) | 0.2 | $590k | 4.4k | 134.86 |
|
|
| Invesco Exchange Traded Fd T Zacks Mid Cap (CZA) | 0.2 | $587k | -4% | 5.3k | 110.80 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $586k | NEW | 1.6k | 360.20 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $586k | 6.1k | 95.35 |
|
|
| Flexshares Tr Us Qt Lw Vlty (QLV) | 0.2 | $581k | -13% | 8.1k | 72.05 |
|
| FedEx Corporation (FDX) | 0.2 | $579k | +3% | 2.0k | 288.86 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $574k | +2% | 841.00 | 681.92 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $560k | +6% | 893.00 | 627.13 |
|
| Allstate Corporation (ALL) | 0.2 | $559k | +5% | 2.7k | 208.15 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $548k | -5% | 3.6k | 154.14 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $546k | -4% | 10k | 53.37 |
|
| Nxp Semiconductors N V (NXPI) | 0.2 | $538k | +6% | 2.5k | 217.06 |
|
| S&p Global (SPGI) | 0.2 | $538k | +4% | 1.0k | 522.59 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $537k | +9% | 941.00 | 570.21 |
|
| Advanced Micro Devices (AMD) | 0.2 | $535k | +37% | 2.5k | 214.16 |
|
| Nrg Energy Com New (NRG) | 0.2 | $534k | -41% | 3.4k | 159.24 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.2 | $530k | +5% | 11k | 48.46 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $529k | +16% | 5.3k | 99.91 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.2 | $527k | 23k | 23.19 |
|
|
| General Motors Company (GM) | 0.2 | $524k | -11% | 6.4k | 81.32 |
|
| Mongodb Cl A (MDB) | 0.2 | $522k | -8% | 1.2k | 419.69 |
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| Pulte (PHM) | 0.2 | $521k | +13% | 4.4k | 117.25 |
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| McDonald's Corporation (MCD) | 0.2 | $510k | 1.7k | 305.64 |
|
|
| Roblox Corp Cl A (RBLX) | 0.2 | $510k | -32% | 6.3k | 81.03 |
|
| Cummins (CMI) | 0.2 | $503k | -11% | 986.00 | 510.45 |
|
| Procter & Gamble Company (PG) | 0.2 | $496k | +7% | 3.5k | 143.31 |
|
| Astrazeneca Sponsored Adr | 0.2 | $487k | 5.3k | 91.93 |
|
|
| Gaming & Leisure Pptys (GLPI) | 0.2 | $487k | +2% | 11k | 44.69 |
|
| PPL Corporation (PPL) | 0.2 | $485k | +25% | 14k | 35.02 |
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.2 | $483k | -41% | 11k | 42.95 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.2 | $483k | -23% | 8.5k | 56.81 |
|
| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.2 | $482k | +11% | 7.5k | 64.25 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.2 | $470k | -20% | 4.4k | 106.71 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.2 | $469k | -23% | 5.7k | 82.51 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $464k | -11% | 2.4k | 191.56 |
|
| Gilead Sciences (GILD) | 0.2 | $456k | -7% | 3.7k | 122.75 |
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| Marvell Technology (MRVL) | 0.2 | $453k | 5.3k | 84.98 |
|
|
| Enterprise Products Partners (EPD) | 0.2 | $453k | 14k | 32.06 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.2 | $450k | +8% | 8.9k | 50.79 |
|
| At&t (T) | 0.2 | $449k | -32% | 18k | 24.84 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $449k | +2% | 9.1k | 49.21 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $446k | -22% | 5.6k | 80.22 |
|
| Johnson Ctls Intl SHS (JCI) | 0.2 | $446k | +13% | 3.7k | 119.75 |
|
| Micron Technology (MU) | 0.2 | $441k | NEW | 1.5k | 285.41 |
|
| Celestica (CLS) | 0.2 | $441k | 1.5k | 295.61 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $440k | -12% | 2.6k | 167.91 |
|
| Ingersoll Rand (IR) | 0.2 | $439k | +10% | 5.5k | 79.22 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $438k | +26% | 768.00 | 570.89 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $436k | +31% | 2.5k | 171.18 |
|
| International Business Machines (IBM) | 0.2 | $436k | -2% | 1.5k | 296.21 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $426k | -2% | 4.5k | 93.97 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $425k | -6% | 6.8k | 62.47 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $419k | +7% | 4.7k | 90.02 |
|
| Visa Com Cl A (V) | 0.1 | $411k | -43% | 1.2k | 350.56 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $407k | -5% | 540.00 | 753.78 |
|
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $401k | +7% | 19k | 21.66 |
|
| Biogen Idec (BIIB) | 0.1 | $400k | NEW | 2.3k | 175.99 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.1 | $388k | 6.9k | 56.63 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $385k | -11% | 1.9k | 202.99 |
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| Magic Software Enterprises L Ord (MGIC) | 0.1 | $384k | -4% | 15k | 25.75 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $380k | 492.00 | 771.87 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $377k | -7% | 2.0k | 191.03 |
|
| Starbucks Corporation (SBUX) | 0.1 | $377k | -15% | 4.5k | 84.21 |
|
| Merck & Co (MRK) | 0.1 | $365k | +11% | 3.5k | 105.25 |
|
| Cisco Systems (CSCO) | 0.1 | $355k | +35% | 4.6k | 77.02 |
|
| Howmet Aerospace (HWM) | 0.1 | $355k | 1.7k | 205.02 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $351k | 726.00 | 483.69 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $347k | NEW | 1.5k | 226.14 |
|
| Valero Energy Corporation (VLO) | 0.1 | $345k | 2.1k | 162.79 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $339k | -21% | 7.6k | 44.41 |
|
| United Rentals (URI) | 0.1 | $338k | +8% | 418.00 | 809.32 |
|
| Corteva (CTVA) | 0.1 | $335k | +9% | 5.0k | 67.03 |
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| Ally Financial (ALLY) | 0.1 | $323k | +14% | 7.1k | 45.29 |
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| Waste Management (WM) | 0.1 | $318k | -9% | 1.4k | 219.71 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $315k | +10% | 2.6k | 120.18 |
|
| Chevron Corporation (CVX) | 0.1 | $311k | -2% | 2.0k | 152.41 |
|
| Tempur-Pedic International (SGI) | 0.1 | $308k | 3.4k | 89.28 |
|
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.1 | $305k | -41% | 3.1k | 98.51 |
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| Anthem (ELV) | 0.1 | $301k | -37% | 858.00 | 350.73 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $301k | +15% | 759.00 | 396.31 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $299k | -4% | 3.9k | 75.91 |
|
| Analog Devices (ADI) | 0.1 | $299k | NEW | 1.1k | 271.20 |
|
| Tko Group Holdings Cl A (TKO) | 0.1 | $296k | +4% | 1.4k | 209.00 |
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| Ford Motor Company (F) | 0.1 | $295k | -24% | 23k | 13.12 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $295k | +5% | 1.6k | 185.07 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $292k | +4% | 2.5k | 117.21 |
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| Ball Corporation (BALL) | 0.1 | $286k | NEW | 5.4k | 52.97 |
|
| TTM Technologies (TTMI) | 0.1 | $282k | -6% | 4.1k | 69.00 |
|
| Eastman Chemical Company (EMN) | 0.1 | $279k | +17% | 4.4k | 63.83 |
|
| American Express Company (AXP) | 0.1 | $279k | +12% | 754.00 | 369.95 |
|
| Southern Company (SO) | 0.1 | $279k | +27% | 3.2k | 87.19 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $276k | +6% | 1.5k | 183.42 |
|
| Hercules Technology Growth Capital (HTGC) | 0.1 | $273k | -5% | 15k | 18.82 |
|
| Pepsi (PEP) | 0.1 | $272k | -11% | 1.9k | 143.52 |
|
| Flexshares Tr Us Quality Cap (QLC) | 0.1 | $270k | -2% | 3.3k | 80.99 |
|
| Main Street Capital Corporation (MAIN) | 0.1 | $270k | -6% | 4.5k | 60.38 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $268k | NEW | 973.00 | 275.39 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $261k | -16% | 557.00 | 468.76 |
|
| Applied Materials (AMAT) | 0.1 | $260k | -7% | 1.0k | 257.05 |
|
| Oneok (OKE) | 0.1 | $259k | -8% | 3.5k | 73.50 |
|
| Morgan Stanley Com New (MS) | 0.1 | $259k | NEW | 1.5k | 177.50 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $257k | +4% | 3.9k | 66.00 |
|
| Ishares Msci Gbl Etf New (PICK) | 0.1 | $255k | 5.0k | 51.34 |
|
|
| Carpenter Technology Corporation (CRS) | 0.1 | $253k | NEW | 802.00 | 314.84 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $249k | 4.9k | 50.94 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $249k | NEW | 767.00 | 324.03 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $242k | -2% | 1.1k | 219.78 |
|
| Black Stone Minerals Com Unit (BSM) | 0.1 | $242k | -3% | 18k | 13.29 |
|
| salesforce (CRM) | 0.1 | $241k | -58% | 910.00 | 264.91 |
|
| Ross Stores (ROST) | 0.1 | $239k | 1.3k | 180.14 |
|
|
| Ubs Etracs Silver Sh (SLVO) | 0.1 | $229k | NEW | 2.3k | 99.87 |
|
| Tat Technologies Ord New (TATT) | 0.1 | $228k | 5.1k | 44.66 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $218k | 708.00 | 308.03 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $216k | NEW | 4.9k | 43.64 |
|
| Servicenow (NOW) | 0.1 | $215k | +383% | 1.4k | 153.19 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $214k | -2% | 18k | 11.85 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $211k | -12% | 420.00 | 502.65 |
|
| Hecla Mining Company (HL) | 0.1 | $209k | NEW | 11k | 19.19 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $206k | 1.2k | 173.47 |
|
|
| Flexshares Tr Dev Mrk Ex Low (QLVD) | 0.1 | $206k | -12% | 6.5k | 31.82 |
|
| AmerisourceBergen (COR) | 0.1 | $205k | NEW | 607.00 | 337.75 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $204k | 430.00 | 473.30 |
|
|
| Rocket Lab Corp (RKLB) | 0.1 | $201k | NEW | 2.9k | 69.76 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $200k | +68% | 4.7k | 42.69 |
|
| Dakota Gold Corp (DC) | 0.1 | $178k | NEW | 31k | 5.68 |
|
| Newsmax Com Shs Class B (NMAX) | 0.1 | $144k | -2% | 19k | 7.73 |
|
| Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.0 | $79k | 14k | 5.47 |
|
Past Filings by Colonial River Investments
SEC 13F filings are viewable for Colonial River Investments going back to 2020
- Colonial River Investments 2025 Q4 filed Feb. 4, 2026
- Colonial River Investments 2025 Q3 filed Nov. 13, 2025
- Colonial River Investments 2025 Q2 filed July 15, 2025
- Colonial River Investments 2025 Q1 filed April 25, 2025
- Colonial River Investments 2024 Q4 filed Feb. 4, 2025
- Colonial River Investments 2024 Q3 filed Nov. 4, 2024
- Colonial River Wealth Management 2024 Q2 filed July 22, 2024
- Colonial River Wealth Management 2024 Q1 filed May 10, 2024
- 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