Colonial River Wealth Management, LLC Incresed Positions in Q3 2024

Colonial River Wealth Management, LLC

  • $201 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
38.1K
+ 259.43%
$48.51 - $52.86 $1.85M - $2.02M
52.8K $2.79M
JPM
Jpmorgan Chase & CO

Financial Services
6.17K
+ 80.39%
$194.9 - $224.8 $1.2M - $1.39M
13.9K $2.92M
LLY
Eli Lilly & CO

Healthcare
1.48K
+ 276.59%
$772.14 - $960.02 $1.14M - $1.42M
2.01K $1.78M
WMT
Walmart Inc.

Consumer Defensive
9.29K
+ 56.94%
$66.91 - $81.4 $621K - $756K
25.6K $2.07M
PM
Philip Morris International Inc.

Consumer Defensive
5.72K
+ 53.94%
$101.25 - $127.45 $579K - $728K
16.3K $1.98M
META
Meta Platforms, Inc.

Communication Services
624
+ 9.98%
$453.41 - $572.44 $283K - $357K
6.88K $3.94M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.24K
+ 16.96%
$178.94 - $207.0 $579K - $670K
22.3K $4.48M
VTI
Vanguard Total Stock Market Et

ETFs
1.72K
+ 12.3%
$255.18 - $283.2 $439K - $487K
15.7K $4.44M
BAC
Bank Of America Corp

Financial Services
17.5K
+ 73.54%
$36.65 - $44.13 $640K - $771K
41.2K $1.64M
LMT
Lockheed Martin Corp

Industrials
981
+ 142.59%
$460.3 - $584.56 $452K - $573K
1.67K $975K
JXN
Jackson Financial Inc.

Financial Services
2.27K
+ 14.59%
$69.1 - $91.97 $157K - $209K
17.9K $1.63M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.85K
+ 281.46%
$217.89 - $392.15 $404K - $726K
2.51K $703K
UNH
Unitedhealth Group Inc

Healthcare
458
+ 20.64%
$488.01 - $604.18 $224K - $277K
2.68K $1.57M
AVGO
Broadcom Inc.

Technology
11.6K
+ 1029.65%
$136.27 - $1745.86 $1.59M - $20.3M
12.8K $2.2M
IDV
Ishares Tr

ETFs
3.01K
+ 2.92%
$27.62 - $30.64 $83.1K - $92.2K
106K $3.21M
CMI
Cummins Inc

Industrials
862
+ 87.51%
$266.63 - $326.4 $230K - $281K
1.85K $597K
NVDA
Nvidia Corp

Technology
4.07K
+ 4.87%
$98.91 - $134.91 $403K - $549K
87.8K $10.7M
V
Visa Inc.

Financial Services
1.1K
+ 117.22%
$253.74 - $291.56 $280K - $322K
2.04K $561K
JSML
Janus Detroit Str Tr Henderson

ETFs
1.38K
+ 3.9%
$58.37 - $65.4 $80.3K - $90K
36.6K $2.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
3.25K
+ 3.07%
$30.71 - $34.79 $99.7K - $113K
109K $3.79M
AMZN
Amazon Com Inc

Consumer Cyclical
2.84K
+ 8.77%
$161.02 - $200.0 $457K - $567K
35.2K $6.55M
PEY
Invesco Exchange Traded Fd Tr

ETFs
2.9K
+ 3.02%
$19.4 - $21.93 $56.2K - $63.5K
98.7K $2.17M
HD
Home Depot, Inc.

Consumer Cyclical
25
+ 0.62%
$333.64 - $405.2 $8.34K - $10.1K
4.09K $1.66M
IVV
Ishares Core S&P 500 ETF

ETFs
36
+ 0.46%
$520.18 - $576.82 $18.7K - $20.8K
7.8K $4.5M
XOM
Exxon Mobil Corp

Energy
1.28K
+ 6.56%
$109.72 - $119.0 $141K - $153K
20.8K $2.44M
JNJ
Johnson & Johnson

Healthcare
113
+ 1.04%
$145.48 - $167.38 $16.4K - $18.9K
11K $1.78M
NFLX
Netflix Inc

Communication Services
186
+ 10.91%
$598.55 - $722.26 $111K - $134K
1.89K $1.34M
TMUS
T Mobile Us, Inc.

Communication Services
382
+ 10.41%
$175.14 - $206.36 $66.9K - $78.8K
4.05K $836K
AMAT
Applied Materials Inc

Technology
1.07K
+ 116.14%
$174.88 - $254.97 $187K - $273K
2K $403K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
762
+ 3.96%
$94.31 - $103.26 $71.9K - $78.7K
20K $2.05M
CGGO
Capital Group Global Growth Eq

ETFs
3.6K
+ 3.97%
$27.25 - $30.52 $98K - $110K
94.2K $2.84M
XLK
Technology Sector Spdr

ETFs
734
+ 7.79%
$197.34 - $237.68 $145K - $174K
10.2K $2.29M
ETN
Eaton Corp PLC

Industrials
317
+ 18.27%
$272.52 - $333.02 $86.4K - $106K
2.05K $679K
VDC
Vanguard Consumer Staples ETF

ETFs
207
+ 3.69%
$201.77 - $221.32 $41.8K - $45.8K
5.82K $1.27M
QLV
Flexshares Us Quality Low Vola

ETFs
274
+ 1.03%
$61.31 - $66.6 $16.8K - $18.2K
26.9K $1.79M
FCOM
Fidelity Covington Tr Msci Com

ETFs
906
+ 3.31%
$49.09 - $55.08 $44.5K - $49.9K
28.3K $1.56M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
415
+ 1.18%
$33.74 - $37.96 $14K - $15.8K
35.6K $1.34M
OMFL
Invesco Exchange Traded Self I

ETFs
1.04K
+ 2.82%
$47.65 - $52.99 $49.3K - $54.8K
37.7K $2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
68
+ 2.17%
$434.77 - $502.96 $29.6K - $34.2K
3.21K $1.56M
MA
Mastercard Inc

Financial Services
35
+ 4.85%
$429.6 - $500.99 $15K - $17.5K
756 $373K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
75
+ 17.12%
$475.2 - $527.7 $35.6K - $39.6K
513 $270K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
507
+ 8.25%
$91.42 - $91.82 $46.3K - $46.6K
6.65K $610K
ELV
Elevance Health, Inc.

Healthcare
98
+ 21.08%
$500.12 - $562.29 $49K - $55.1K
563 $292K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
252
+ 14.8%
$116.79 - $133.54 $29.4K - $33.7K
1.96K $257K
UPS
United Parcel Service Inc

Industrials
259
+ 12.67%
$123.32 - $147.38 $31.9K - $38.2K
2.3K $313K
GOOG
Alphabet Inc.

Communication Services
346
+ 16.27%
$149.54 - $192.66 $51.7K - $66.7K
2.47K $413K
ABR
Arbor Realty Trust Inc

Real Estate
520
+ 4.98%
$12.89 - $15.66 $6.7K - $8.14K
11K $170K
HSY
Hershey CO

Consumer Defensive
53
+ 4.06%
$182.45 - $203.25 $9.67K - $10.8K
1.36K $260K
VGT
Vanguard Information Technolog

ETFs
15
+ 3.97%
$514.43 - $606.85 $7.72K - $9.1K
393 $230K
Activity Summary
Buys All Purchases 122 New Holdings 65 Increased Positions 57 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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