Colonial River Wealth Management, LLC Incresed Positions 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
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
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
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.95K
+ 3.1%
$102.17 - $110.66 $302K - $327K
98.2K $10.9M
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
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
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
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
6.49K
+ 26.81%
$47.56 - $49.7 $309K - $323K
30.7K $1.52M
OMFL
Invesco Exchange Traded Self I

ETFs
4.47K
+ 16.77%
$57.41 - $60.45 $257K - $270K
31.1K $1.88M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.93K
+ 33.39%
$50.47 - $50.74 $249K - $250K
19.7K $998K
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
WMT
Walmart Inc.

Consumer Defensive
1.25K
+ 6.13%
$94.4 - $104.27 $118K - $131K
21.7K $2.24M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.22K
+ 69.19%
$148.97 - $165.88 $182K - $203K
2.99K $492K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
3.01K
+ 30.18%
$56.98 - $61.66 $172K - $186K
13K $794K
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
AVDV
American Centy ETF Tr Avantis

ETFs
1.85K
+ 66.75%
$79.24 - $89.03 $147K - $165K
4.63K $412K
BSX
Boston Scientific Corp

Healthcare
2.27K
+ 58.13%
$97.03 - $108.14 $221K - $246K
6.19K $603K
TMO
Thermo Fisher Scientific Inc.

Healthcare
55
+ 3.32%
$404.94 - $499.99 $22.3K - $27.5K
1.71K $830K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.42K
+ 51.1%
$94.17 - $99.95 $134K - $142K
4.2K $419K
BAC
Bank Of America Corp

Financial Services
273
+ 0.9%
$44.92 - $52.42 $12.3K - $14.3K
30.6K $1.58M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.74K
+ 31.07%
$50.53 - $50.82 $138K - $139K
11.5K $586K
IVV
Ishares Core S&P 500 ETF

ETFs
58
+ 2.99%
$620.67 - $670.08 $36K - $38.9K
2K $1.34M
UNH
Unitedhealth Group Inc

Healthcare
60
+ 1.83%
$237.77 - $353.61 $14.3K - $21.2K
3.34K $1.15M
GS
Goldman Sachs Group Inc

Financial Services
31
+ 2.65%
$696.56 - $806.32 $21.6K - $25K
1.2K $957K
VGT
Vanguard Information Technolog

ETFs
89
+ 18.54%
$656.44 - $753.15 $58.4K - $67K
569 $424K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
3.94K
+ 21.27%
$21.89 - $23.17 $86.2K - $91.3K
22.5K $518K
NEE
Nextera Energy Inc

Utilities
677
+ 9.17%
$69.77 - $77.54 $47.2K - $52.5K
8.06K $608K
NOC
Northrop Grumman Corp

Industrials
3
+ 0.35%
$498.9 - $609.32 $1.5K - $1.83K
857 $522K
MCK
Mckesson Corp

Healthcare
89
+ 13.97%
$659.01 - $772.54 $58.7K - $68.8K
726 $560K
GILD
Gilead Sciences, Inc.

Healthcare
708
+ 21.45%
$108.22 - $120.47 $76.6K - $85.3K
4.01K $444K
AZN
Astrazeneca PLC

Healthcare
588
+ 12.52%
$68.72 - $82.11 $40.4K - $48.3K
5.28K $405K
SNY
Sanofi

Healthcare
1.79K
+ 20.77%
$45.07 - $51.35 $80.6K - $91.9K
10.4K $491K
COP
Conocophillips

Energy
518
+ 9.9%
$91.0 - $98.99 $47.1K - $51.3K
5.75K $543K
PPL
Ppl Corp

Utilities
1.06K
+ 10.62%
$33.54 - $37.24 $35.6K - $39.5K
11K $410K
NXPI
Nxp Semiconductors N.V.

Technology
217
+ 10.29%
$205.16 - $239.07 $44.5K - $51.9K
2.33K $529K
AIG
American International Group, Inc.

Financial Services
1.4K
+ 24.13%
$76.34 - $85.87 $107K - $120K
7.22K $566K
SPOT
Spotify Technology S.A.

Communication Services
256
+ 15.75%
$620.01 - $738.53 $159K - $189K
1.88K $1.31M
TMUS
T Mobile Us, Inc.

Communication Services
250
+ 13.23%
$226.02 - $259.01 $56.5K - $64.8K
2.14K $512K
HWM
Howmet Aerospace Inc.

Industrials
214
+ 14.01%
$171.0 - $196.23 $36.6K - $42K
1.74K $341K
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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