Colonial River Wealth Management, LLC Incresed Positions in Q1 2025

Colonial River Wealth Management, LLC

  • $174 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
95.6K
+ 87.83%
$33.98 - $39.84 $3.25M - $3.81M
204K $7M
MSFT
Microsoft Corp

Technology
8.08K
+ 71.48%
$375.39 - $447.2 $3.03M - $3.61M
19.4K $7.28M
META
Meta Platforms, Inc.

Communication Services
4.03K
+ 132.85%
$576.36 - $736.67 $2.32M - $2.97M
7.06K $4.07M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
23.5K
+ 81.2%
$91.76 - $103.26 $2.16M - $2.43M
52.5K $4.85M
IVV
Ishares Core S&P 500 ETF

ETFs
2.71K
+ 482.35%
$554.06 - $615.85 $1.5M - $1.67M
3.27K $1.84M
V
Visa Inc.

Financial Services
2.25K
+ 106.88%
$306.92 - $362.71 $691K - $817K
4.36K $1.53M
GOOG
Alphabet Inc.

Communication Services
4.07K
+ 155.21%
$156.06 - $207.71 $635K - $845K
6.69K $1.05M
NFLX
Netflix Inc

Communication Services
260
+ 13.38%
$828.4 - $1058.6 $215K - $275K
2.2K $2.05M
KO
Coca Cola CO

Consumer Defensive
3.5K
+ 51.13%
$60.81 - $72.32 $213K - $253K
10.3K $740K
SPOT
Spotify Technology S.A.

Communication Services
144
+ 8.13%
$457.79 - $648.32 $65.9K - $93.4K
1.92K $1.05M
VRT
Vertiv Holdings CO

Industrials
2.35K
+ 29.32%
N/A
10.3K $896K
APP
App Lovin Corp

Technology
1.78K
+ 38.41%
$238.08 - $510.13 $423K - $907K
6.41K $1.7M
QCOM
Qualcomm Inc

Technology
978
+ 57.19%
$151.94 - $175.86 $149K - $172K
2.69K $412K
MPLX
Mplx LP

Energy
200
+ 1.75%
$47.88 - $54.65 $9.58K - $10.9K
11.6K $620K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.45K
+ 10.24%
$49.78 - $53.19 $71.9K - $76.9K
15.6K $794K
TSLA
Tesla, Inc.

Consumer Cyclical
3.7K
+ 60.29%
$222.15 - $428.22 $821K - $1.58M
9.82K $2.55M
GLD
Spdr Gold Trust

ETFs
50
+ 4.76%
$243.19 - $288.14 $12.2K - $14.4K
1.1K $317K
ALL
Allstate Corp

Financial Services
26
+ 1.03%
$180.99 - $210.18 $4.71K - $5.46K
2.56K $530K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
345
+ 1.71%
$12.61 - $14.92 $4.35K - $5.15K
20.5K $293K
BSM
Black Stone Minerals, L.P.

Energy
235
+ 1.21%
$14.48 - $15.59 $3.4K - $3.66K
19.7K $300K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
187
+ 6.71%
$90.0 - $96.32 $16.8K - $18K
2.97K $274K
F
Ford Motor CO

Consumer Cyclical
484
+ 1.47%
$9.12 - $10.43 $4.41K - $5.05K
33.3K $334K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
202
+ 10.6%
$126.86 - $146.45 $25.6K - $29.6K
2.11K $267K
HSY
Hershey CO

Consumer Defensive
1
+ 0.08%
$144.74 - $186.36 $145 - $186
1.31K $223K
MAIN
Main Street Capital Corp

Financial Services
165
+ 3.4%
$54.71 - $63.1 $9.03K - $10.4K
5.02K $284K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21
+ 3.98%
$507.05 - $563.67 $10.6K - $11.8K
548 $281K
URI
United Rentals, Inc.

Industrials
30
+ 10.31%
$594.17 - $789.56 $17.8K - $23.7K
321 $201K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
159
+ 2.72%
$64.88 - $72.1 $10.3K - $11.5K
6K $394K
TFC
Truist Financial Corp

Financial Services
98
+ 1.16%
$39.48 - $48.15 $3.87K - $4.72K
8.55K $351K
GM
General Motors CO

Consumer Cyclical
428
+ 7.29%
$45.22 - $54.92 $19.4K - $23.5K
6.3K $296K
ABR
Arbor Realty Trust Inc

Real Estate
385
+ 3.06%
$11.68 - $13.98 $4.5K - $5.38K
13K $152K
CAT
Caterpillar Inc

Industrials
4
+ 0.54%
$326.75 - $407.63 $1.31K - $1.63K
739 $243K
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.06%
$188.17 - $235.81 $188 - $236
1.57K $295K
VST
Vistra Corp.

Utilities
882
+ 12.17%
$108.49 - $191.89 $95.7K - $169K
8.13K $954K
NOW
Service Now, Inc.

Technology
6
+ 1.88%
$783.83 - $1170.39 $4.7K - $7.02K
325 $258K
AVGO
Broadcom Inc.

Technology
561
+ 4.05%
$167.43 - $244.7 $93.9K - $137K
14.4K $2.42M
NVDA
Nvidia Corp

Technology
12.3K
+ 13.75%
$106.98 - $149.43 $1.32M - $1.84M
102K $11.1M
Activity Summary
Buys All Purchases 100 New Holdings 62 Increased Positions 38 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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