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, AMZN, MSFT, IVV, and represent 18.42% of Colonial River Investments's stock portfolio.
- Added to shares of these 10 stocks: BRK.B, SPYV, AVGO, IWX, LLY, JPM, HDV, ANET, ERIE, CVNA.
- Started 65 new stock positions in GFF, VPU, GS, VMI, WING, XPO, VB, TDIV, PBR, NTNX.
- Reduced shares in these 10 stocks: AAPL (-$5.2M), MSFT, SPYG, GOOGL, TSLA, IWY, CRM, ISRG, PEP, CSCO.
- Sold out of its positions in DIS, INTC, INTU, PDN, IWY, MDLZ, SUI, Ferguson Plc F.
- Colonial River Investments was a net buyer of stock by $7.2M.
- Colonial River Investments has $202M in assets under management (AUM), dropping by 8.48%.
- Central Index Key (CIK): 0001845859
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Portfolio Holdings for Colonial River Investments
Colonial River Investments holds 223 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.3 | $11M | +4% | 88k | 121.44 |
|
| Apple (AAPL) | 5.2 | $11M | -33% | 45k | 233.00 |
|
| Amazon (AMZN) | 3.3 | $6.6M | +8% | 35k | 186.33 |
|
| Microsoft Corporation (MSFT) | 2.5 | $4.9M | -48% | 12k | 430.29 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $4.5M | 7.8k | 576.80 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.2 | $4.5M | +16% | 22k | 200.85 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.2 | $4.4M | +12% | 16k | 283.16 |
|
| Meta Platforms Cl A (META) | 2.0 | $3.9M | +9% | 6.9k | 572.44 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 1.9 | $3.8M | +3% | 109k | 34.79 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 1.6 | $3.2M | +2% | 106k | 30.23 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $3.1M | -33% | 19k | 165.85 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $2.9M | +80% | 14k | 210.85 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 1.4 | $2.8M | +3% | 94k | 30.15 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.4 | $2.8M | +259% | 53k | 52.86 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $2.5M | NEW | 5.3k | 460.26 |
|
| Exxon Mobil Corporation (XOM) | 1.2 | $2.4M | +6% | 21k | 117.22 |
|
| Dominion Resources (D) | 1.2 | $2.4M | -23% | 42k | 57.79 |
|
| Janus Detroit Str Tr Hendersn Cap Etf (JSML) | 1.2 | $2.4M | +3% | 37k | 65.40 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.2 | $2.3M | -4% | 15k | 154.02 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.1 | $2.3M | +7% | 10k | 225.75 |
|
| Verizon Communications (VZ) | 1.1 | $2.2M | -27% | 49k | 44.91 |
|
| Broadcom (AVGO) | 1.1 | $2.2M | +1029% | 13k | 172.50 |
|
| Costco Wholesale Corporation (COST) | 1.1 | $2.2M | -17% | 2.4k | 886.52 |
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 1.1 | $2.2M | +3% | 99k | 21.93 |
|
| Wal-Mart Stores (WMT) | 1.0 | $2.1M | +56% | 26k | 80.75 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 1.0 | $2.0M | +3% | 20k | 102.58 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 1.0 | $2.0M | +2% | 38k | 52.99 |
|
| Philip Morris International (PM) | 1.0 | $2.0M | +53% | 16k | 121.40 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.9 | $1.8M | -11% | 21k | 87.80 |
|
| Flexshares Tr Us Qt Lw Vlty (QLV) | 0.9 | $1.8M | 27k | 66.50 |
|
|
| Johnson & Johnson (JNJ) | 0.9 | $1.8M | 11k | 162.05 |
|
|
| Eli Lilly & Co. (LLY) | 0.9 | $1.8M | +276% | 2.0k | 885.94 |
|
| Home Depot (HD) | 0.8 | $1.7M | 4.1k | 405.20 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.8 | $1.6M | -26% | 18k | 90.64 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.8 | $1.6M | NEW | 20k | 81.27 |
|
| Bank of America Corporation (BAC) | 0.8 | $1.6M | +73% | 41k | 39.68 |
|
| Jackson Financial Com Cl A (JXN) | 0.8 | $1.6M | +14% | 18k | 91.23 |
|
| Abbvie (ABBV) | 0.8 | $1.6M | -7% | 8.1k | 197.48 |
|
| UnitedHealth (UNH) | 0.8 | $1.6M | +20% | 2.7k | 584.68 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $1.6M | +2% | 3.2k | 488.07 |
|
| Tesla Motors (TSLA) | 0.8 | $1.6M | -50% | 6.0k | 261.62 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.8 | $1.6M | +3% | 28k | 55.08 |
|
| Netflix (NFLX) | 0.7 | $1.3M | +10% | 1.9k | 709.27 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.7 | $1.3M | 36k | 37.56 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.7 | $1.3M | -2% | 29k | 45.51 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.6 | $1.3M | +3% | 5.8k | 218.49 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.6 | $1.1M | NEW | 9.5k | 117.62 |
|
| Iron Mountain (IRM) | 0.5 | $1.1M | -2% | 9.0k | 118.83 |
|
| Altria (MO) | 0.5 | $1.1M | -35% | 21k | 51.04 |
|
| Chevron Corporation (CVX) | 0.5 | $1.0M | 6.9k | 147.27 |
|
|
| Lockheed Martin Corporation (LMT) | 0.5 | $976k | +142% | 1.7k | 584.59 |
|
| Pfizer (PFE) | 0.5 | $942k | -28% | 33k | 28.94 |
|
| Procter & Gamble Company (PG) | 0.5 | $910k | -34% | 5.3k | 173.18 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $909k | +78% | 24k | 37.20 |
|
| Merck & Co (MRK) | 0.4 | $903k | 8.0k | 113.56 |
|
|
| Arista Networks (ANET) | 0.4 | $875k | NEW | 2.3k | 383.82 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $847k | -3% | 2.2k | 383.93 |
|
| salesforce (CRM) | 0.4 | $844k | -61% | 3.1k | 273.72 |
|
| Metropcs Communications (TMUS) | 0.4 | $836k | +10% | 4.1k | 206.36 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.4 | $809k | -4% | 12k | 70.06 |
|
| Erie Indty Cl A (ERIE) | 0.4 | $793k | NEW | 1.5k | 539.82 |
|
| Carvana Cl A (CVNA) | 0.4 | $786k | NEW | 4.5k | 174.11 |
|
| Wells Fargo & Company (WFC) | 0.4 | $780k | NEW | 14k | 56.49 |
|
| Ies Hldgs (IESC) | 0.4 | $757k | NEW | 3.8k | 199.62 |
|
| Pepsi (PEP) | 0.4 | $753k | -60% | 4.4k | 170.05 |
|
| McDonald's Corporation (MCD) | 0.4 | $749k | -26% | 2.5k | 304.54 |
|
| Vistra Energy (VST) | 0.4 | $744k | NEW | 6.3k | 118.54 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $741k | NEW | 7.4k | 99.49 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $726k | -47% | 3.5k | 206.54 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $704k | +281% | 2.5k | 280.47 |
|
| At&t (T) | 0.3 | $699k | -36% | 32k | 22.00 |
|
| Starbucks Corporation (SBUX) | 0.3 | $685k | -46% | 7.0k | 97.49 |
|
| Eaton Corp SHS (ETN) | 0.3 | $680k | +18% | 2.1k | 331.40 |
|
| McKesson Corporation (MCK) | 0.3 | $679k | NEW | 1.4k | 494.42 |
|
| Invesco Exchange Traded Fd T Zacks Mid Cap (CZA) | 0.3 | $669k | 6.2k | 108.29 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $645k | -4% | 3.7k | 174.57 |
|
| Public Service Enterprise (PEG) | 0.3 | $634k | NEW | 7.1k | 89.21 |
|
| American Express Company (AXP) | 0.3 | $631k | NEW | 2.3k | 271.20 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $620k | -4% | 12k | 52.81 |
|
| Spotify Technology S A SHS (SPOT) | 0.3 | $615k | NEW | 1.7k | 368.53 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $611k | +8% | 6.7k | 91.81 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $607k | 4.0k | 153.11 |
|
|
| Cummins (CMI) | 0.3 | $598k | +87% | 1.8k | 323.79 |
|
| Axon Enterprise (AXON) | 0.3 | $596k | NEW | 1.5k | 399.60 |
|
| Applovin Corp Com Cl A (APP) | 0.3 | $573k | NEW | 4.4k | 130.55 |
|
| Vanguard World Energy Etf (VDE) | 0.3 | $570k | 4.7k | 122.48 |
|
|
| Coca-Cola Company (KO) | 0.3 | $564k | -37% | 7.9k | 71.86 |
|
| Visa Com Cl A (V) | 0.3 | $562k | +117% | 2.0k | 274.88 |
|
| Rollins (ROL) | 0.3 | $547k | NEW | 11k | 50.58 |
|
| Goldman Sachs (GS) | 0.3 | $541k | NEW | 1.1k | 495.11 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $537k | NEW | 4.4k | 121.16 |
|
| Old Republic International Corporation (ORI) | 0.3 | $524k | NEW | 15k | 35.42 |
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.3 | $519k | -4% | 20k | 25.47 |
|
| Ge Aerospace Com New (GE) | 0.2 | $491k | NEW | 2.6k | 188.58 |
|
| International Business Machines (IBM) | 0.2 | $491k | -37% | 2.2k | 221.08 |
|
| Wingstop (WING) | 0.2 | $487k | NEW | 1.2k | 416.08 |
|
| Ftai Aviation SHS (FTAI) | 0.2 | $480k | NEW | 3.6k | 132.90 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $474k | -29% | 5.7k | 83.01 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $474k | -11% | 5.9k | 80.77 |
|
| Modine Manufacturing (MOD) | 0.2 | $465k | NEW | 3.5k | 132.79 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $460k | 10k | 44.46 |
|
|
| Allstate Corporation (ALL) | 0.2 | $458k | 2.4k | 189.65 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $455k | 3.8k | 119.07 |
|
|
| Nutanix Cl A (NTNX) | 0.2 | $439k | NEW | 7.4k | 59.25 |
|
| United Therapeutics Corporation (UTHR) | 0.2 | $435k | NEW | 1.2k | 358.35 |
|
| Pulte (PHM) | 0.2 | $433k | NEW | 3.0k | 143.52 |
|
| Marvell Technology (MRVL) | 0.2 | $431k | -2% | 6.0k | 72.12 |
|
| Cisco Systems (CSCO) | 0.2 | $429k | -72% | 8.1k | 53.22 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $427k | -5% | 2.4k | 179.16 |
|
| Enterprise Products Partners (EPD) | 0.2 | $418k | -3% | 14k | 29.11 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $416k | +2% | 4.3k | 96.95 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $413k | +16% | 2.5k | 167.19 |
|
| Devon Energy Corporation (DVN) | 0.2 | $411k | 11k | 39.12 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $409k | 5.2k | 78.69 |
|
|
| Applied Materials (AMAT) | 0.2 | $403k | +116% | 2.0k | 202.08 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $402k | -10% | 701.00 | 573.76 |
|
| M/I Homes (MHO) | 0.2 | $397k | NEW | 2.3k | 171.36 |
|
| Valmont Industries (VMI) | 0.2 | $393k | NEW | 1.4k | 289.95 |
|
| FTI Consulting (FCN) | 0.2 | $392k | NEW | 1.7k | 227.56 |
|
| Kohl's Corporation (KSS) | 0.2 | $382k | +11% | 18k | 21.10 |
|
| Southern Company (SO) | 0.2 | $382k | -34% | 4.2k | 90.18 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $377k | 5.6k | 67.51 |
|
|
| Griffon Corporation (GFF) | 0.2 | $377k | NEW | 5.4k | 70.00 |
|
| Advanced Micro Devices (AMD) | 0.2 | $374k | -66% | 2.3k | 164.08 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $373k | +4% | 756.00 | 493.81 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $367k | NEW | 1.6k | 230.62 |
|
| Oneok (OKE) | 0.2 | $366k | 4.0k | 91.13 |
|
|
| Nextera Energy (NEE) | 0.2 | $366k | 4.3k | 84.53 |
|
|
| Truist Financial Corp equities (TFC) | 0.2 | $364k | NEW | 8.5k | 42.77 |
|
| Aaon Com Par $0.004 (AAON) | 0.2 | $363k | NEW | 3.4k | 107.84 |
|
| Williams Companies (WMB) | 0.2 | $349k | NEW | 7.7k | 45.65 |
|
| Ford Motor Company (F) | 0.2 | $347k | 33k | 10.56 |
|
|
| Dell Technologies CL C (DELL) | 0.2 | $346k | NEW | 2.9k | 118.54 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $341k | -5% | 1.4k | 243.06 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.2 | $337k | NEW | 2.4k | 139.90 |
|
| Flexshares Tr Us Quality Cap (QLC) | 0.2 | $335k | -11% | 5.1k | 65.04 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $332k | -9% | 2.3k | 142.04 |
|
| Coinbase Global Com Cl A (COIN) | 0.2 | $327k | NEW | 1.8k | 178.17 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $323k | NEW | 1.4k | 223.09 |
|
| Royal Caribbean Cruises (RCL) | 0.2 | $323k | NEW | 1.8k | 177.36 |
|
| Lennar Corp Cl A (LEN) | 0.2 | $317k | NEW | 1.7k | 187.48 |
|
| United Parcel Service CL B (UPS) | 0.2 | $314k | +12% | 2.3k | 136.33 |
|
| Honeywell International (HON) | 0.2 | $313k | NEW | 1.5k | 206.71 |
|
| EOG Resources (EOG) | 0.2 | $310k | NEW | 2.5k | 122.94 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $306k | NEW | 4.7k | 65.16 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $305k | -3% | 2.6k | 115.30 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $303k | -3% | 6.0k | 50.28 |
|
| Hercules Technology Growth Capital (HTGC) | 0.1 | $301k | 15k | 19.64 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $300k | 785.00 | 381.67 |
|
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $299k | 3.0k | 100.29 |
|
|
| Amgen (AMGN) | 0.1 | $299k | -75% | 927.00 | 322.04 |
|
| Qualcomm (QCOM) | 0.1 | $294k | -60% | 1.7k | 170.07 |
|
| Anthem (ELV) | 0.1 | $293k | +21% | 563.00 | 520.00 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $287k | -9% | 6.9k | 41.95 |
|
| Caterpillar (CAT) | 0.1 | $287k | 734.00 | 391.12 |
|
|
| Ross Stores (ROST) | 0.1 | $284k | 1.9k | 150.51 |
|
|
| Avidity Biosciences Ord (RNA) | 0.1 | $283k | NEW | 6.2k | 45.93 |
|
| Servicenow (NOW) | 0.1 | $282k | 315.00 | 894.39 |
|
|
| Flexshares Tr Dev Mrk Ex Low (QLVD) | 0.1 | $279k | -3% | 9.7k | 28.77 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $279k | -4% | 3.1k | 90.41 |
|
| Gilead Sciences (GILD) | 0.1 | $277k | -73% | 3.3k | 83.84 |
|
| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.1 | $276k | -4% | 4.3k | 64.77 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $274k | -4% | 3.6k | 76.69 |
|
| Realty Income (O) | 0.1 | $274k | 4.3k | 63.42 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $272k | -5% | 2.3k | 116.96 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $271k | -70% | 6.5k | 41.77 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $271k | +17% | 513.00 | 527.67 |
|
| Black Stone Minerals Com Unit (BSM) | 0.1 | $266k | 18k | 15.10 |
|
|
| Flexshares Tr M Star Dev Mkt (TLTD) | 0.1 | $264k | -10% | 3.5k | 75.00 |
|
| Hershey Company (HSY) | 0.1 | $260k | +4% | 1.4k | 191.73 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $260k | 1.3k | 198.06 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $259k | -37% | 5.0k | 51.74 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $258k | +14% | 2.0k | 131.92 |
|
| CorVel Corporation (CRVL) | 0.1 | $256k | NEW | 782.00 | 326.89 |
|
| Chubb (CB) | 0.1 | $253k | NEW | 877.00 | 288.39 |
|
| Flexshares Tr Mornstar Usmkt (TILT) | 0.1 | $250k | -10% | 1.2k | 212.84 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $249k | NEW | 2.6k | 95.49 |
|
| Ametek (AME) | 0.1 | $248k | NEW | 1.4k | 171.71 |
|
| National Storage Affiliates Com Shs Ben In (NSA) | 0.1 | $247k | -3% | 5.1k | 48.20 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $247k | -6% | 4.0k | 62.32 |
|
| Main Street Capital Corporation (MAIN) | 0.1 | $243k | 4.8k | 50.13 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $242k | -3% | 5.1k | 47.85 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $237k | -8% | 13k | 18.04 |
|
| Ishares Msci Gbl Etf New (PICK) | 0.1 | $237k | -2% | 5.5k | 43.21 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.1 | $237k | NEW | 9.1k | 26.15 |
|
| Uber Technologies (UBER) | 0.1 | $234k | -3% | 3.1k | 75.16 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $231k | +3% | 393.00 | 586.52 |
|
| Vici Pptys (VICI) | 0.1 | $230k | NEW | 6.9k | 33.31 |
|
| Sterling Construction Company (STRL) | 0.1 | $230k | NEW | 1.6k | 145.02 |
|
| Xpo Logistics Inc equity (XPO) | 0.1 | $230k | NEW | 2.1k | 107.51 |
|
| Morgan Stanley Com New (MS) | 0.1 | $229k | -46% | 2.2k | 104.24 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $229k | NEW | 706.00 | 324.08 |
|
| Ally Financial (ALLY) | 0.1 | $229k | 6.4k | 35.59 |
|
|
| H&R Block (HRB) | 0.1 | $228k | NEW | 3.6k | 63.55 |
|
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.1 | $223k | -5% | 4.3k | 51.53 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $222k | -5% | 5.4k | 40.88 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.1 | $222k | -5% | 8.2k | 26.97 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $220k | -82% | 424.00 | 517.78 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $216k | -86% | 440.00 | 491.27 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $216k | NEW | 1.2k | 174.07 |
|
| Waste Management (WM) | 0.1 | $215k | -11% | 1.0k | 207.60 |
|
| General Motors Company (GM) | 0.1 | $214k | NEW | 4.8k | 44.84 |
|
| Flex Lng SHS (FLNG) | 0.1 | $213k | 8.4k | 25.44 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $212k | NEW | 892.00 | 237.21 |
|
| Verisk Analytics (VRSK) | 0.1 | $209k | 780.00 | 267.96 |
|
|
| A. O. Smith Corporation (AOS) | 0.1 | $209k | NEW | 2.3k | 89.83 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $209k | -93% | 2.5k | 82.95 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $207k | -15% | 2.9k | 71.73 |
|
| Loews Corporation (L) | 0.1 | $204k | NEW | 2.6k | 79.05 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $204k | NEW | 3.0k | 67.84 |
|
| Digital Realty Trust (DLR) | 0.1 | $203k | -5% | 1.3k | 161.83 |
|
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.1 | $202k | NEW | 2.5k | 80.30 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $201k | NEW | 1.5k | 135.05 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $200k | NEW | 5.7k | 35.04 |
|
| Magic Software Enterprises L Ord (MGIC) | 0.1 | $192k | 16k | 11.82 |
|
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $174k | NEW | 12k | 14.41 |
|
| Arbor Realty Trust (ABR) | 0.1 | $171k | +4% | 11k | 15.56 |
|
| Global X Fds Russell 2000 (RYLD) | 0.1 | $167k | -11% | 10k | 16.16 |
|
| Figs Cl A (FIGS) | 0.1 | $133k | -5% | 19k | 6.84 |
|
| Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.1 | $104k | 15k | 6.88 |
|
|
| B2gold Corp (BTG) | 0.0 | $93k | -5% | 30k | 3.08 |
|
| Diana Shipping (DSX) | 0.0 | $67k | 26k | 2.57 |
|
|
| Exscientia Ads (EXAI) | 0.0 | $66k | 13k | 4.88 |
|
Past Filings by Colonial River Investments
SEC 13F filings are viewable for Colonial River Investments going back to 2020
- 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
- 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