Colonial River Wealth Management, LLC Incresed Positions in Q4 2024

Colonial River Wealth Management, LLC

  • $205 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
36.1K
+ 1435.4%
$81.74 - $91.38 $2.95M - $3.3M
38.6K $3.4M
AAPL
Apple Inc.

Technology
9.05K
+ 20.15%
$221.69 - $259.02 $2.01M - $2.34M
53.9K $13.5M
NVDA
Nvidia Corp

Technology
1.92K
+ 2.19%
$117.0 - $148.88 $225K - $286K
89.7K $12M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
10.8K
+ 59.1%
$89.97 - $98.59 $968K - $1.06M
29K $2.75M
PLTR
Palantir Technologies Inc.

Technology
1.1K
+ 4.51%
$36.46 - $82.38 $40.2K - $90.8K
25.5K $1.93M
AVGO
Broadcom Inc.

Technology
1.1K
+ 8.61%
$159.67 - $250.0 $175K - $275K
13.9K $3.21M
APP
App Lovin Corp

Technology
237
+ 5.4%
$130.67 - $401.5 $31K - $95.2K
4.63K $1.5M
TSLA
Tesla, Inc.

Consumer Cyclical
154
+ 2.58%
$213.65 - $479.86 $32.9K - $73.9K
6.13K $2.48M
VTI
Vanguard Total Stock Market Et

ETFs
1.54K
+ 9.78%
$280.04 - $302.45 $430K - $464K
17.2K $4.99M
JPM
Jpmorgan Chase & CO

Financial Services
502
+ 3.62%
$205.18 - $250.29 $103K - $126K
14.4K $3.44M
IRM
Iron Mountain Inc

Real Estate
5K
+ 55.39%
$101.62 - $128.14 $508K - $640K
14K $1.47M
NFLX
Netflix Inc

Communication Services
52
+ 2.75%
$687.65 - $936.56 $35.8K - $48.7K
1.94K $1.73M
AXON
Axon Enterprise, Inc.

Industrials
82
+ 5.5%
$399.22 - $689.78 $32.7K - $56.6K
1.57K $934K
OMFL
Invesco Exchange Traded Self I

ETFs
4.58K
+ 12.14%
$52.49 - $56.58 $240K - $259K
42.3K $2.29M
ELV
Elevance Health, Inc.

Healthcare
946
+ 168.03%
$365.96 - $514.62 $346K - $487K
1.51K $557K
MRVL
Marvell Technology, Inc.

Technology
243
+ 4.07%
$70.31 - $124.78 $17.1K - $30.3K
6.22K $686K
VST
Vistra Corp.

Utilities
966
+ 15.38%
$115.74 - $166.61 $112K - $161K
7.25K $998K
WFC
Wells Fargo & Company

Financial Services
730
+ 5.29%
$54.98 - $77.35 $40.1K - $56.5K
14.5K $1.02M
BAC
Bank Of America Corp

Financial Services
1.4K
+ 3.41%
$39.22 - $47.77 $55.1K - $67.1K
42.6K $1.87M
XLK
Technology Sector Spdr

ETFs
676
+ 6.66%
$220.26 - $241.44 $149K - $163K
10.8K $2.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
538
+ 10.09%
$442.29 - $483.08 $238K - $260K
5.87K $2.66M
FCOM
Fidelity Covington Tr Msci Com

ETFs
1.52K
+ 5.37%
$54.65 - $61.96 $83K - $94.1K
29.8K $1.75M
CVNA
Carvana Co.

Consumer Cyclical
270
+ 5.98%
$175.8 - $260.8 $47.5K - $70.4K
4.79K $973K
SPOT
Spotify Technology S.A.

Communication Services
102
+ 6.11%
$362.95 - $502.38 $37K - $51.2K
1.77K $792K
MCK
Mckesson Corp

Healthcare
89
+ 6.48%
$482.27 - $628.5 $42.9K - $55.9K
1.46K $833K
JSML
Janus Detroit Str Tr Henderson

ETFs
2.03K
+ 5.53%
$63.67 - $73.6 $129K - $149K
38.6K $2.53M
GS
Goldman Sachs Group Inc

Financial Services
67
+ 6.14%
$486.1 - $608.57 $32.6K - $40.8K
1.16K $663K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.06K
+ 10.29%
$98.47 - $109.35 $202K - $225K
22K $2.17M
VUG
Vanguard Growth ETF

ETFs
147
+ 6.66%
$378.79 - $428.11 $55.7K - $62.9K
2.35K $966K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
96
+ 5.28%
$173.13 - $258.09 $16.6K - $24.8K
1.92K $441K
BX
Blackstone Inc.

Financial Services
188
+ 4.74%
$148.45 - $199.05 $27.9K - $37.4K
4.15K $715K
V
Visa Inc.

Financial Services
63
+ 3.08%
$273.87 - $320.91 $17.3K - $20.2K
2.11K $665K
GM
General Motors CO

Consumer Cyclical
1.09K
+ 22.81%
$44.82 - $60.2 $48.9K - $65.7K
5.87K $312K
WMB
Williams Companies, Inc.

Energy
568
+ 7.42%
$46.37 - $59.74 $26.3K - $33.9K
8.22K $444K
VDC
Vanguard Consumer Staples ETF

ETFs
633
+ 10.88%
$210.96 - $223.62 $134K - $142K
6.45K $1.36M
CMI
Cummins Inc

Industrials
127
+ 6.88%
$324.93 - $383.42 $41.3K - $48.7K
1.97K $688K
AXP
American Express CO

Financial Services
90
+ 3.87%
$267.35 - $305.57 $24.1K - $27.5K
2.42K $717K
GOOG
Alphabet Inc.

Communication Services
149
+ 6.03%
$163.08 - $198.16 $24.3K - $29.5K
2.62K $499K
MPLX
Mplx LP

Energy
1.07K
+ 10.31%
$43.77 - $51.66 $46.7K - $55.1K
11.4K $545K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
8.06K
+ 66.68%
$12.61 - $15.33 $102K - $123K
20.1K $258K
TMUS
T Mobile Us, Inc.

Communication Services
109
+ 2.69%
$206.1 - $246.94 $22.5K - $26.9K
4.16K $918K
QLV
Flexshares Us Quality Low Vola

ETFs
1.74K
+ 6.45%
$65.2 - $68.29 $113K - $119K
28.7K $1.87M
L
Loews Corp

Financial Services
610
+ 23.6%
$76.49 - $87.05 $46.7K - $53.1K
3.2K $270K
STRL
Sterling Construction CO Inc

Industrials
163
+ 10.28%
$142.94 - $199.03 $23.3K - $32.4K
1.75K $294K
CHTR
Charter Communications, Inc.

Communication Services
148
+ 20.96%
$315.38 - $408.02 $46.7K - $60.4K
854 $292K
AAON
Aaon, Inc.

Industrials
249
+ 7.4%
$106.25 - $140.75 $26.5K - $35K
3.61K $425K
APH
Amphenol Corp

Technology
625
+ 13.33%
$62.07 - $75.35 $38.8K - $47.1K
5.31K $368K
AME
Ametek Inc

Industrials
271
+ 18.77%
$165.89 - $197.38 $45K - $53.5K
1.72K $309K
NOW
Service Now, Inc.

Technology
4
+ 1.27%
$867.18 - $1148.42 $3.47K - $4.59K
319 $338K
Activity Summary
Buys All Purchases 124 New Holdings 15 Increased Positions 109 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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