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
ABBV
Abb Vie Inc.

Healthcare
1.06K
+ 20.1%
$170.16 - $206.27 $180K - $218K
6.32K $1.17M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
783
+ 28.97%
$107.83 - $119.94 $84.4K - $93.9K
3.49K $375K
GM
General Motors CO

Consumer Cyclical
1.06K
+ 16.82%
$42.48 - $50.46 $45K - $53.5K
7.36K $362K
PFE
Pfizer Inc

Healthcare
3.63K
+ 15.96%
$21.59 - $24.84 $78.3K - $90.1K
26.3K $638K
NOC
Northrop Grumman Corp

Industrials
143
+ 20.11%
$456.3 - $540.39 $65.3K - $77.3K
854 $426K
AZN
Astrazeneca PLC

Healthcare
1.06K
+ 29.3%
$64.87 - $75.0 $69K - $79.8K
4.7K $328K
LUV
Southwest Airlines CO

Industrials
2.16K
+ 17.74%
$24.04 - $34.36 $51.9K - $74.2K
14.3K $464K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.88K
+ 24.77%
$45.92 - $50.78 $86.4K - $95.5K
9.48K $442K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
644
+ 4.14%
$45.11 - $52.34 $29.1K - $33.7K
16.2K $848K
PPL
Ppl Corp

Utilities
2.03K
+ 25.47%
$33.45 - $36.5 $67.8K - $74K
9.99K $338K
CMI
Cummins Inc

Industrials
70
+ 6.4%
$267.12 - $336.65 $18.7K - $23.6K
1.16K $381K
VPU
Vanguard Utilities ETF

ETFs
158
+ 11.88%
$158.36 - $178.82 $25K - $28.3K
1.49K $262K
LMT
Lockheed Martin Corp

Industrials
50
+ 7.31%
$430.82 - $486.45 $21.5K - $24.3K
734 $339K
TFC
Truist Financial Corp

Financial Services
357
+ 4.18%
$34.79 - $42.99 $12.4K - $15.3K
8.9K $382K
CSCO
Cisco Systems, Inc.

Technology
10
+ 0.28%
$53.19 - $69.38 $532 - $694
3.56K $246K
NEE
Nextera Energy Inc

Utilities
517
+ 7.53%
$64.11 - $75.0 $33.1K - $38.8K
7.38K $512K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
128
+ 5.62%
$90.56 - $109.49 $11.6K - $14K
2.41K $263K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
72
+ 1.8%
$51.16 - $62.02 $3.68K - $4.47K
4.08K $253K
ADP
Automatic Data Processing Inc

Industrials
55
+ 8.37%
$276.76 - $326.81 $15.2K - $18K
712 $219K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
218
+ 0.43%
$49.98 - $50.26 $10.9K - $11K
50.9K $2.55M
COP
Conocophillips

Energy
868
+ 19.89%
$82.66 - $106.1 $71.7K - $92.1K
5.23K $469K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
730
+ 8.62%
$62.08 - $73.58 $45.3K - $53.7K
9.2K $616K
TXN
Texas Instruments Inc

Technology
14
+ 1.08%
N/A
1.32K $255K
Nebius Group N.V.
5.52K
+ 35.29%
N/A
21.2K $0
Celestica Inc
1.57K
New
N/A
1.57K $0
Invesco Exch Traded Fd Tr Ii
35.4K
+ 38.49%
N/A
128K $0
HEIA
Heico Crp Cl A
1.26K
+ 37.87%
N/A
4.58K $0
Liberty Media Corp Del
2.11K
+ 65.23%
N/A
5.33K $0
Newsmax Inc
19.1K
New
N/A
19.1K $0
Tko Group Holdings Inc
1.48K
New
N/A
1.48K $0
Invesco Actively Managed Exc
4.45K
+ 5.32%
N/A
88K $0
Capital Group Core Balanced
2.2K
+ 22.0%
N/A
12.2K $0
Astera Labs Inc
4.39K
New
N/A
4.39K $0
Gsk PLC
172
+ 3.16%
N/A
5.62K $0
Talen Energy Corp
550
+ 14.18%
N/A
4.43K $0
Coherent Corp
5.14K
New
N/A
5.14K $0
LLY
Eli Lilly & CO

Healthcare
52
+ 5.86%
$713.71 - $898.95 $37.1K - $46.7K
940 $732K
HSY
Hershey CO

Consumer Defensive
23
+ 1.76%
$151.29 - $173.13 $3.48K - $3.98K
1.33K $221K
MRK
Merck & Co., Inc.

Healthcare
294
+ 9.84%
$73.47 - $87.12 $21.6K - $25.6K
3.28K $259K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
68
+ 7.61%
$483.48 - $539.8 $32.9K - $36.7K
961 $466K
ALL
Allstate Corp

Financial Services
19
+ 0.74%
$180.53 - $212.64 $3.43K - $4.04K
2.58K $519K
XOM
Exxon Mobil Corp

Energy
205
+ 1.03%
$99.93 - $119.04 $20.5K - $24.4K
20.1K $2.16M
UNH
Unitedhealth Group Inc

Healthcare
794
+ 31.98%
$274.35 - $599.47 $218K - $476K
3.28K $1.02M
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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