Colonial River Wealth Management, LLC Purchases in Q2 2025

Colonial River Wealth Management, LLC

  • $217 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.51K
+ 1.48%
$94.31 - $157.99 $142K - $238K
104K $16.4M
MSFT
Microsoft Corp

Technology
1.5K
+ 7.73%
$354.56 - $497.45 $531K - $746K
20.9K $10.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
41.2K
+ 20.15%
$30.53 - $40.65 $1.26M - $1.67M
246K $9.98M
RWL
Invesco Exchange Traded Fd Tr

ETFs
20.1K
+ 26.79%
$89.02 - $104.29 $1.79M - $2.1M
95.3K $9.93M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
8.76K
+ 16.7%
$82.32 - $112.47 $721K - $985K
61.2K $6.89M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
17.4K
+ 360.26%
$91.43 - $91.74 $1.59M - $1.6M
22.3K $2.04M
PLTR
Palantir Technologies Inc.

Technology
3.19K
+ 14.52%
$74.01 - $144.25 $236K - $460K
25.2K $3.43M
CEG
Constellation Energy Corp

Utilities
3.63K
New
$170.96 - $322.76 $620K - $1.17M
3.63K $1.17M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.02K
+ 17.29%
$141.37 - $228.57 $286K - $462K
13.7K $3.1M
TSLA
Tesla, Inc.

Consumer Cyclical
1.25K
+ 12.68%
$221.86 - $362.89 $276K - $452K
11.1K $3.52M
CAH
Cardinal Health Inc

Healthcare
4.88K
New
$125.0 - $168.0 $610K - $819K
4.88K $819K
COF
Capital One Financial Corp

Financial Services
3.15K
+ 86.75%
$150.57 - $212.76 $474K - $670K
6.78K $1.44M
SHOP
Shopify Inc.

Technology
5.67K
New
$76.89 - $115.35 $436K - $654K
5.67K $653K
THC
Tenet Healthcare Corp

Healthcare
3.61K
New
$110.41 - $176.0 $399K - $636K
3.61K $635K
HOOD
Robinhood Markets, Inc.

Technology
2.6K
+ 36.61%
$34.17 - $93.63 $88.8K - $243K
9.7K $908K
NET
Cloudflare, Inc.

Technology
3.1K
New
$97.08 - $195.83 $301K - $607K
3.1K $606K
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.73K
+ 59.95%
$40.94 - $52.1 $398K - $507K
26K $1.35M
APP
App Lovin Corp

Technology
152
+ 2.37%
$219.37 - $417.89 $33.3K - $63.5K
6.56K $2.3M
ISRG
Intuitive Surgical Inc

Healthcare
1.07K
New
$451.58 - $565.94 $484K - $606K
1.07K $581K
SPYG
Spdr Portfolio

ETFs
5.92K
New
$71.83 - $95.32 $426K - $565K
5.92K $564K
SE
Sea LTD

Consumer Cyclical
1.84K
+ 24.96%
$105.57 - $170.4 $194K - $313K
9.21K $1.47M
GFL
Gfl Environmental Inc.

Industrials
8.61K
+ 25.88%
$42.93 - $51.58 $370K - $444K
41.9K $2.11M
FV
First Trust Dorsey Wright Focu

ETFs
7.29K
+ 45.64%
$48.43 - $59.26 $353K - $432K
23.3K $1.38M
ORCL
Oracle Corp

Technology
813
+ 21.23%
$122.82 - $218.63 $99.9K - $178K
4.64K $1.02M
GOOGL
Alphabet Inc.

Communication Services
1.04K
+ 7.72%
$144.7 - $178.6 $151K - $186K
14.5K $2.56M
MLM
Martin Marietta Materials Inc

Basic Materials
836
New
$452.51 - $568.19 $378K - $475K
836 $458K
GOOG
Alphabet Inc.

Communication Services
1.74K
+ 26.06%
$146.58 - $180.01 $255K - $314K
8.43K $1.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.8K
+ 24.58%
$45.88 - $54.4 $312K - $370K
34.5K $1.87M
SNOW
Snowflake Inc.

Technology
1.96K
New
$130.53 - $223.77 $256K - $439K
1.96K $438K
OMFL
Invesco Exchange Traded Self I

ETFs
5.82K
+ 27.95%
$48.43 - $57.78 $282K - $336K
26.7K $1.54M
MELI
Mercadolibre Inc

Consumer Cyclical
159
New
$1794.73 - $2613.63 $285K - $416K
159 $415K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
754
+ 11.1%
$171.4 - $227.1 $129K - $171K
7.54K $1.71M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
9.24K
+ 61.72%
$44.37 - $50.04 $410K - $462K
24.2K $1.15M
GS
Goldman Sachs Group Inc

Financial Services
345
+ 41.77%
$462.22 - $707.75 $159K - $244K
1.17K $828K
ASML
Asml Holding Nv

Technology
463
New
$595.37 - $815.24 $276K - $377K
463 $371K
NTRA
Natera, Inc.

Healthcare
1.69K
+ 54.0%
$132.23 - $171.87 $223K - $290K
4.81K $812K
GTO
Invesco Actively Managed ETF T

ETFs
6.72K
+ 9.02%
$45.73 - $47.2 $307K - $317K
81.2K $3.81M
MRVL
Marvell Technology, Inc.

Technology
2.72K
+ 45.41%
$49.38 - $79.97 $135K - $218K
8.72K $675K
SPTL
Spdr Portfolio Long Term Treas

ETFs
11.8K
+ 45.52%
$25.48 - $27.78 $300K - $327K
37.6K $1M
CTVA
Corteva, Inc.

Basic Materials
3.92K
New
$55.52 - $74.53 $217K - $292K
3.92K $291K
VLO
Valero Energy Corp

Energy
2.16K
New
$104.69 - $141.77 $226K - $306K
2.16K $289K
C
Citigroup Inc

Financial Services
1.77K
+ 18.76%
$58.13 - $85.12 $103K - $151K
11.2K $956K
HWM
Howmet Aerospace Inc.

Industrials
1.53K
New
$112.33 - $186.13 $172K - $284K
1.53K $284K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.17K
New
$180.84 - $240.32 $211K - $281K
1.17K $280K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.48K
+ 59.09%
$50.36 - $50.68 $276K - $278K
14.8K $747K
CRM
Salesforce, Inc.

Technology
988
+ 65.0%
$236.26 - $291.15 $233K - $288K
2.51K $683K
AMD
Advanced Micro Devices Inc

Technology
1.85K
New
$78.21 - $143.81 $145K - $266K
1.85K $262K
AXON
Axon Enterprise, Inc.

Industrials
314
New
$497.13 - $827.94 $156K - $260K
314 $259K
WMT
Walmart Inc.

Consumer Defensive
612
+ 3.09%
$81.79 - $99.98 $50.1K - $61.2K
20.4K $2M
Activity Summary
Buys All Purchases 144 New Holdings 39 Increased Positions 105 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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