Colonial River Wealth Management, LLC Purchases in Q3 2024

Colonial River Wealth Management, LLC

  • $201 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.33K
New
$405.19 - $478.57 $2.16M - $2.55M
5.33K $2.46M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
38.1K
+ 259.43%
$48.51 - $52.86 $1.85M - $2.02M
52.8K $2.79M
IWX
Ishares Tr Russell 200 Value E

ETFs
20.2K
New
$74.49 - $81.27 $1.5M - $1.64M
20.2K $1.64M
JPM
Jpmorgan Chase & CO

Financial Services
6.17K
+ 80.39%
$194.9 - $224.8 $1.2M - $1.39M
13.9K $2.92M
LLY
Eli Lilly & CO

Healthcare
1.48K
+ 276.59%
$772.14 - $960.02 $1.14M - $1.42M
2.01K $1.78M
HDV
Ishares Core High Dividend ETF

ETFs
9.54K
New
$107.62 - $118.76 $1.03M - $1.13M
9.54K $1.12M
WMT
Walmart Inc.

Consumer Defensive
9.29K
+ 56.94%
$66.91 - $81.4 $621K - $756K
25.6K $2.07M
PM
Philip Morris International Inc.

Consumer Defensive
5.72K
+ 53.94%
$101.25 - $127.45 $579K - $728K
16.3K $1.98M
ANET
Arista Networks, Inc.

Technology
2.28K
New
$311.42 - $388.21 $710K - $885K
2.28K $874K
ERIE
Erie Indemnity CO

Financial Services
1.47K
New
$356.56 - $544.84 $523K - $800K
1.47K $792K
META
Meta Platforms, Inc.

Communication Services
624
+ 9.98%
$453.41 - $572.44 $283K - $357K
6.88K $3.94M
WFC
Wells Fargo & Company

Financial Services
13.8K
New
$51.58 - $60.97 $712K - $842K
13.8K $779K
IESC
Ies Holdings, Inc.

Industrials
3.79K
New
$134.29 - $199.7 $509K - $758K
3.79K $757K
VST
Vistra Corp.

Utilities
6.28K
New
$69.0 - $119.06 $433K - $748K
6.28K $744K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.24K
+ 16.96%
$178.94 - $207.0 $579K - $670K
22.3K $4.48M
VTI
Vanguard Total Stock Market Et

ETFs
1.72K
+ 12.3%
$255.18 - $283.2 $439K - $487K
15.7K $4.44M
BAC
Bank Of America Corp

Financial Services
17.5K
+ 73.54%
$36.65 - $44.13 $640K - $771K
41.2K $1.64M
MCK
Mckesson Corp

Healthcare
1.37K
New
$479.06 - $630.38 $658K - $866K
1.37K $678K
LMT
Lockheed Martin Corp

Industrials
981
+ 142.59%
$460.3 - $584.56 $452K - $573K
1.67K $975K
VRT
Vertiv Holdings CO

Industrials
7.45K
New
$86.66 - $86.66 $645K - $645K
7.45K $645K
PEG
Public Service Enterprise Group Inc

Utilities
7.11K
New
$73.58 - $89.21 $523K - $634K
7.11K $634K
AXP
American Express CO

Financial Services
2.33K
New
$225.92 - $271.17 $525K - $631K
2.33K $630K
SPOT
Spotify Technology S.A.

Communication Services
1.67K
New
$290.16 - $384.01 $484K - $641K
1.67K $615K
AXON
Axon Enterprise, Inc.

Industrials
1.49K
New
$286.16 - $399.6 $427K - $596K
1.49K $595K
APP
App Lovin Corp

Technology
4.39K
New
$67.14 - $130.65 $295K - $574K
4.39K $573K
PLTR
Palantir Technologies Inc.

Technology
10.8K
+ 78.73%
$24.09 - $37.95 $259K - $408K
24.4K $908K
ROL
Rollins Inc

Consumer Cyclical
10.8K
New
$45.93 - $51.4 $497K - $556K
10.8K $546K
GS
Goldman Sachs Group Inc

Financial Services
1.09K
New
$459.02 - $510.25 $501K - $557K
1.09K $540K
RTX
Raytheon Technologies Corp

Industrials
4.43K
New
$99.55 - $123.34 $441K - $546K
4.43K $536K
ORI
Old Republic International Corp

Financial Services
14.8K
New
$29.89 - $35.9 $442K - $531K
14.8K $524K
GE
General Electric CO

Industrials
2.61K
New
$156.66 - $189.66 $408K - $494K
2.61K $491K
WING
Wingstop Inc.

Consumer Cyclical
1.17K
New
$352.46 - $427.92 $413K - $501K
1.17K $487K
JXN
Jackson Financial Inc.

Financial Services
2.27K
+ 14.59%
$69.1 - $91.97 $157K - $209K
17.9K $1.63M
MOD
Modine Manufacturing CO

Consumer Cyclical
3.5K
New
$94.6 - $133.72 $331K - $468K
3.5K $464K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.85K
+ 281.46%
$217.89 - $392.15 $404K - $726K
2.51K $703K
NTNX
Nutanix, Inc.

Technology
7.41K
New
$46.0 - $63.19 $341K - $468K
7.41K $438K
UNH
Unitedhealth Group Inc

Healthcare
458
+ 20.64%
$488.01 - $604.18 $224K - $277K
2.68K $1.57M
UTHR
United Therapeutics Corp

Healthcare
1.21K
New
$311.04 - $363.55 $377K - $441K
1.21K $434K
PHM
Pultegroup Inc

Consumer Cyclical
3.02K
New
$103.95 - $144.98 $314K - $438K
3.02K $433K
MHO
M/I Homes, Inc.

Consumer Cyclical
2.32K
New
$116.02 - $172.21 $269K - $399K
2.32K $396K
VMI
Valmont Industries Inc

Industrials
1.36K
New
$260.22 - $302.59 $353K - $410K
1.36K $392K
FCN
Fti Consulting, Inc

Industrials
1.72K
New
$213.61 - $230.59 $368K - $397K
1.72K $391K
AVGO
Broadcom Inc.

Technology
11.6K
+ 1029.65%
$136.27 - $1745.86 $1.59M - $20.3M
12.8K $2.2M
GFF
Griffon Corp

Industrials
5.38K
New
$55.61 - $74.71 $299K - $402K
5.38K $376K
SOXX
Ishares Semiconductor ETF

ETFs
1.59K
New
$199.29 - $265.49 $317K - $422K
1.59K $366K
TFC
Truist Financial Corp

Financial Services
8.5K
New
$38.22 - $44.94 $325K - $382K
8.5K $363K
AAON
Aaon, Inc.

Industrials
3.36K
New
$83.58 - $107.82 $281K - $363K
3.36K $362K
IDV
Ishares Tr

ETFs
3.01K
+ 2.92%
$27.62 - $30.64 $83.1K - $92.2K
106K $3.21M
WMB
Williams Companies, Inc.

Energy
7.65K
New
$41.24 - $46.22 $316K - $354K
7.65K $349K
Activity Summary
Buys All Purchases 122 New Holdings 65 Increased Positions 57 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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