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
GE
General Electric CO

Industrials
995
New
$166.81 - $257.39 $166K - $256K
995 $256K
QQQ
Invesco Qqq Trust, Series 1

ETFs
64
+ 2.42%
$416.06 - $551.64 $26.6K - $35.3K
2.71K $1.5M
PINS
Pinterest, Inc.

Communication Services
7.09K
New
$24.21 - $35.95 $172K - $255K
7.09K $254K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.88K
New
$108.12 - $135.04 $203K - $253K
1.88K $253K
SPGI
S&P Global Inc.

Financial Services
435
+ 78.52%
$438.31 - $527.29 $191K - $229K
989 $521K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.39K
New
$90.17 - $103.07 $215K - $246K
2.39K $238K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
448
New
$483.07 - $625.6 $216K - $280K
448 $235K
DLR
Digital Realty Trust, Inc.

Real Estate
1.34K
New
$136.11 - $177.69 $182K - $237K
1.34K $232K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
3.39K
+ 51.4%
$46.22 - $57.51 $157K - $195K
9.98K $572K
AVDV
American Centy ETF Tr Avantis

ETFs
2.78K
New
$61.76 - $79.32 $171K - $220K
2.78K $220K
CRS
Carpenter Technology Corp

Industrials
761
New
$151.3 - $276.38 $115K - $210K
761 $210K
BSX
Boston Scientific Corp

Healthcare
1.79K
+ 84.18%
$89.7 - $107.41 $160K - $192K
3.91K $420K
AMAT
Applied Materials Inc

Technology
1.1K
New
$126.95 - $183.52 $140K - $203K
1.1K $202K
PICK
Ishares Inc Msci Global Select

ETFs
5.33K
New
$30.23 - $38.24 $161K - $204K
5.33K $200K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.85K
New
$40.51 - $71.03 $115K - $202K
2.85K $200K
EMN
Eastman Chemical CO

Basic Materials
2.68K
New
$72.7 - $88.29 $195K - $237K
2.68K $200K
EME
Emcor Group, Inc.

Industrials
373
New
$342.02 - $534.89 $128K - $200K
373 $199K
TDIV
First Trust Nasdaq Technology

ETFs
2.2K
New
$64.41 - $90.17 $141K - $198K
2.2K $197K
ADI
Analog Devices Inc

Technology
819
New
$164.6 - $238.02 $135K - $195K
819 $194K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
288
+ 52.55%
$456.74 - $568.03 $132K - $164K
836 $474K
PHM
Pultegroup Inc

Consumer Cyclical
1.61K
+ 65.82%
$92.02 - $106.54 $148K - $172K
4.06K $427K
SPY
Spdr S&P 500 ETF Trust

ETFs
223
+ 36.62%
$496.48 - $617.85 $111K - $138K
832 $514K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
405
+ 23.77%
$201.28 - $266.34 $81.5K - $108K
2.11K $561K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.24K
+ 58.22%
$49.79 - $50.75 $161K - $164K
8.81K $447K
CRWD
Crowd Strike Holdings, Inc.

Technology
78
+ 12.07%
$321.63 - $509.31 $25.1K - $39.7K
724 $368K
NXPI
Nxp Semiconductors N.V.

Technology
410
+ 24.13%
$153.5 - $218.72 $62.9K - $89.7K
2.11K $460K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.29K
+ 21.54%
$58.41 - $72.69 $75.5K - $93.9K
7.29K $529K
GILD
Gilead Sciences, Inc.

Healthcare
1.17K
+ 55.05%
$96.91 - $113.0 $114K - $132K
3.3K $365K
VGT
Vanguard Information Technolog

ETFs
108
+ 29.03%
$470.37 - $663.28 $50.8K - $71.6K
480 $318K
URI
United Rentals, Inc.

Industrials
95
+ 29.6%
$551.94 - $753.4 $52.4K - $71.6K
416 $313K
RSP
Invesco S&P 500 Equal Weight E

ETFs
472
+ 18.47%
$152.93 - $181.74 $72.2K - $85.8K
3.03K $550K
T
At&T Inc.

Communication Services
3.25K
+ 15.28%
$26.33 - $28.94 $85.4K - $93.9K
24.5K $708K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
10K
New
$9.75 - $10.96 $97.5K - $110K
10K $103K
QCOM
Qualcomm Inc

Technology
541
+ 20.13%
$124.66 - $159.48 $67.4K - $86.3K
3.23K $514K
MCK
Mckesson Corp

Healthcare
94
+ 17.31%
$652.83 - $732.78 $61.4K - $68.9K
637 $466K
SCHW
Schwab Charles Corp

Financial Services
524
+ 13.36%
$69.06 - $91.24 $36.2K - $47.8K
4.45K $405K
FDX
Fedex Corp

Industrials
524
+ 41.69%
$198.07 - $245.17 $104K - $128K
1.78K $404K
JCI
Johnson Controls International PLC

Industrials
185
+ 6.1%
$71.14 - $105.62 $13.2K - $19.5K
3.22K $339K
IBM
International Business Machines Corp

Technology
73
+ 4.66%
$221.03 - $294.78 $16.1K - $21.5K
1.64K $482K
IR
Ingersoll Rand Inc.

Industrials
969
+ 28.3%
$66.75 - $84.94 $64.7K - $82.3K
4.39K $365K
KO
Coca Cola CO

Consumer Defensive
1.39K
+ 13.46%
$68.37 - $73.9 $95.1K - $103K
11.7K $829K
AIG
American International Group, Inc.

Financial Services
1.11K
+ 23.64%
$77.56 - $87.72 $86.2K - $97.5K
5.82K $497K
VRT
Vertiv Holdings CO

Industrials
1.01K
+ 9.76%
N/A
11.4K $984K
FCX
Freeport Mcmoran Inc

Basic Materials
1.24K
+ 19.77%
$29.15 - $44.46 $36.1K - $55.1K
7.51K $325K
WM
Waste Management Inc

Industrials
386
+ 37.81%
$216.47 - $242.1 $83.6K - $93.5K
1.41K $321K
TMO
Thermo Fisher Scientific Inc.

Healthcare
479
+ 40.66%
$390.26 - $489.06 $187K - $234K
1.66K $671K
SNY
Sanofi

Healthcare
2.62K
+ 43.64%
$47.62 - $55.44 $125K - $145K
8.61K $416K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
2.34K
+ 22.7%
$22.61 - $26.12 $52.8K - $61K
12.6K $330K
APO
Apollo Global Management, Inc.

Financial Services
385
+ 10.81%
$108.68 - $145.07 $41.8K - $55.9K
3.95K $560K
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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