Colonial River Wealth Management, LLC Purchases in Q3 2025

Colonial River Wealth Management, LLC

  • $246 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
APP
App Lovin Corp

Technology
1.62K
+ 24.71%
$335.1 - $718.54 $543K - $1.16M
8.18K $5.88M
CGGR
Capital Group Growth ETF Shs C

ETFs
20.6K
+ 8.39%
$40.2 - $44.58 $828K - $918K
266K $11.7M
WDC
Western Digital Corp

Technology
14.1K
New
$63.84 - $120.06 $902K - $1.7M
14.1K $1.7M
SPTL
Spdr Portfolio Long Term Treas

ETFs
60.5K
+ 160.85%
$25.67 - $27.21 $1.55M - $1.65M
98.2K $2.65M
GOOG
Alphabet Inc.

Communication Services
3.27K
+ 38.83%
$175.16 - $255.24 $573K - $836K
11.7K $2.85M
RBLX
Roblox Corp

Communication Services
9.26K
New
$100.65 - $141.56 $932K - $1.31M
9.26K $1.28M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.56K
+ 9.09%
$110.74 - $122.12 $616K - $679K
66.8K $8.08M
META
Meta Platforms, Inc.

Communication Services
1.63K
+ 25.09%
$695.21 - $791.73 $1.14M - $1.29M
8.14K $5.98M
CGGO
Capital Group Global Growth Eq

ETFs
33K
+ 504.05%
$31.71 - $34.17 $1.05M - $1.13M
39.5K $1.35M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
7.39K
New
$128.6 - $136.01 $951K - $1.01M
7.39K $999K
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
12.6K
New
$66.7 - $76.76 $841K - $968K
12.6K $962K
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.95K
+ 3.1%
$102.17 - $110.66 $302K - $327K
98.2K $10.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
15K
New
$55.15 - $58.11 $830K - $874K
15K $864K
ORCL
Oracle Corp

Technology
1.7K
+ 36.51%
$218.96 - $328.33 $371K - $557K
6.34K $1.78M
SE
Sea LTD

Consumer Cyclical
3.07K
+ 33.33%
$146.23 - $196.5 $449K - $603K
12.3K $2.19M
XSMO
Invesco S&P Smallcap Momentum

ETFs
9.77K
New
$67.1 - $74.29 $655K - $725K
9.77K $718K
UPS
United Parcel Service Inc

Industrials
8.31K
New
$82.58 - $105.54 $686K - $877K
8.31K $694K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
7.1K
+ 249.18%
$68.94 - $86.3 $489K - $613K
9.95K $858K
GTO
Invesco Actively Managed ETF T

ETFs
11.7K
+ 14.43%
$46.43 - $47.91 $544K - $561K
92.9K $4.41M
HOOD
Robinhood Markets, Inc.

Technology
544
+ 5.61%
$91.27 - $143.18 $49.7K - $77.9K
10.2K $1.47M
NRG
Nrg Energy, Inc.

Utilities
2.84K
+ 97.69%
$144.77 - $173.91 $411K - $493K
5.74K $929K
MDB
Mongo Db, Inc.

Technology
1.36K
New
$201.0 - $334.87 $274K - $456K
1.36K $422K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
940
+ 12.46%
$225.11 - $247.9 $212K - $233K
8.48K $2.1M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.14K
+ 15.93%
$51.78 - $57.89 $214K - $239K
30.1K $1.73M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
4.11K
New
$43.07 - $91.37 $177K - $376K
4.11K $375K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
17.2K
New
$20.22 - $21.71 $348K - $373K
17.2K $370K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
6.49K
+ 26.81%
$47.56 - $49.7 $309K - $323K
30.7K $1.52M
UAL
United Airlines Holdings, Inc.

Industrials
3.6K
New
$80.05 - $109.36 $288K - $393K
3.6K $347K
OMFL
Invesco Exchange Traded Self I

ETFs
4.47K
+ 16.77%
$57.41 - $60.45 $257K - $270K
31.1K $1.88M
RKT
Rocket Companies, Inc.

Financial Services
14.6K
New
$13.31 - $21.16 $194K - $308K
14.6K $282K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.93K
+ 33.39%
$50.47 - $50.74 $249K - $250K
19.7K $998K
RGTI
Rigetti Computing, Inc.

Technology
8.43K
New
$11.33 - $32.1 $95.5K - $271K
8.43K $251K
TTMI
Ttm Technologies Inc

Technology
4.36K
New
$40.06 - $57.75 $175K - $252K
4.36K $251K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
9.17K
+ 72.59%
$25.72 - $27.0 $236K - $248K
21.8K $580K
JPM
Jpmorgan Chase & CO

Financial Services
246
+ 3.69%
$282.78 - $316.06 $69.6K - $77.8K
6.91K $2.18M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.84K
New
$50.81 - $51.07 $246K - $247K
4.84K $246K
IWY
Ishares Tr Russell 200 Growth

ETFs
895
New
$243.93 - $275.62 $218K - $247K
895 $244K
WMT
Walmart Inc.

Consumer Defensive
1.25K
+ 6.13%
$94.4 - $104.27 $118K - $131K
21.7K $2.24M
RTX
Raytheon Technologies Corp

Industrials
1.42K
New
$144.19 - $167.33 $205K - $238K
1.42K $237K
TWLO
Twilio Inc

Communication Services
2.37K
New
$92.44 - $132.7 $219K - $314K
2.37K $236K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.22K
+ 69.19%
$148.97 - $165.88 $182K - $203K
2.99K $492K
AXP
American Express CO

Financial Services
673
New
$294.27 - $342.31 $198K - $230K
673 $223K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
3.01K
+ 30.18%
$56.98 - $61.66 $172K - $186K
13K $794K
XLC
Select Sector Spdr Tr Communic

ETFs
1.8K
New
$105.99 - $119.41 $191K - $215K
1.8K $212K
UBER
Uber Technologies, Inc

Technology
2.17K
New
$86.91 - $99.57 $189K - $216K
2.17K $212K
FV
First Trust Dorsey Wright Focu

ETFs
2.41K
+ 10.36%
$59.23 - $62.14 $143K - $150K
25.7K $1.59M
PINS
Pinterest, Inc.

Communication Services
7.36K
+ 103.92%
$32.17 - $39.17 $237K - $288K
14.4K $464K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
3.5K
New
N/A
3.5K $201K
IWF
Ishares Russell 1000 Gr ETF

ETFs
430
New
$420.11 - $472.68 $181K - $203K
430 $201K
Activity Summary
Buys All Purchases 113 New Holdings 33 Increased Positions 80 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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