Colonial River Wealth Management, LLC Incresed Positions in Q2 2025

Colonial River Wealth Management, LLC

  • $217 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.51K
+ 1.48%
$94.31 - $157.99 $142K - $238K
104K $16.4M
MSFT
Microsoft Corp

Technology
1.5K
+ 7.73%
$354.56 - $497.45 $531K - $746K
20.9K $10.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
41.2K
+ 20.15%
$30.53 - $40.65 $1.26M - $1.67M
246K $9.98M
RWL
Invesco Exchange Traded Fd Tr

ETFs
20.1K
+ 26.79%
$89.02 - $104.29 $1.79M - $2.1M
95.3K $9.93M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
8.76K
+ 16.7%
$82.32 - $112.47 $721K - $985K
61.2K $6.89M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
17.4K
+ 360.26%
$91.43 - $91.74 $1.59M - $1.6M
22.3K $2.04M
PLTR
Palantir Technologies Inc.

Technology
3.19K
+ 14.52%
$74.01 - $144.25 $236K - $460K
25.2K $3.43M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.02K
+ 17.29%
$141.37 - $228.57 $286K - $462K
13.7K $3.1M
TSLA
Tesla, Inc.

Consumer Cyclical
1.25K
+ 12.68%
$221.86 - $362.89 $276K - $452K
11.1K $3.52M
NFLX
Netflix Inc

Communication Services
34
+ 1.54%
$855.86 - $1339.13 $29.1K - $45.5K
2.24K $3M
HOOD
Robinhood Markets, Inc.

Technology
2.6K
+ 36.61%
$34.17 - $93.63 $88.8K - $243K
9.7K $908K
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.73K
+ 59.95%
$40.94 - $52.1 $398K - $507K
26K $1.35M
APP
App Lovin Corp

Technology
152
+ 2.37%
$219.37 - $417.89 $33.3K - $63.5K
6.56K $2.3M
SE
Sea LTD

Consumer Cyclical
1.84K
+ 24.96%
$105.57 - $170.4 $194K - $313K
9.21K $1.47M
GFL
Gfl Environmental Inc.

Industrials
8.61K
+ 25.88%
$42.93 - $51.58 $370K - $444K
41.9K $2.11M
FV
First Trust Dorsey Wright Focu

ETFs
7.29K
+ 45.64%
$48.43 - $59.26 $353K - $432K
23.3K $1.38M
ORCL
Oracle Corp

Technology
813
+ 21.23%
$122.82 - $218.63 $99.9K - $178K
4.64K $1.02M
GOOGL
Alphabet Inc.

Communication Services
1.04K
+ 7.72%
$144.7 - $178.6 $151K - $186K
14.5K $2.56M
GOOG
Alphabet Inc.

Communication Services
1.74K
+ 26.06%
$146.58 - $180.01 $255K - $314K
8.43K $1.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.8K
+ 24.58%
$45.88 - $54.4 $312K - $370K
34.5K $1.87M
OMFL
Invesco Exchange Traded Self I

ETFs
5.82K
+ 27.95%
$48.43 - $57.78 $282K - $336K
26.7K $1.54M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
754
+ 11.1%
$171.4 - $227.1 $129K - $171K
7.54K $1.71M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
9.24K
+ 61.72%
$44.37 - $50.04 $410K - $462K
24.2K $1.15M
GS
Goldman Sachs Group Inc

Financial Services
345
+ 41.77%
$462.22 - $707.75 $159K - $244K
1.17K $828K
NTRA
Natera, Inc.

Healthcare
1.69K
+ 54.0%
$132.23 - $171.87 $223K - $290K
4.81K $812K
GTO
Invesco Actively Managed ETF T

ETFs
6.72K
+ 9.02%
$45.73 - $47.2 $307K - $317K
81.2K $3.81M
MRVL
Marvell Technology, Inc.

Technology
2.72K
+ 45.41%
$49.38 - $79.97 $135K - $218K
8.72K $675K
SPTL
Spdr Portfolio Long Term Treas

ETFs
11.8K
+ 45.52%
$25.48 - $27.78 $300K - $327K
37.6K $1M
C
Citigroup Inc

Financial Services
1.77K
+ 18.76%
$58.13 - $85.12 $103K - $151K
11.2K $956K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.48K
+ 59.09%
$50.36 - $50.68 $276K - $278K
14.8K $747K
CRM
Salesforce, Inc.

Technology
988
+ 65.0%
$236.26 - $291.15 $233K - $288K
2.51K $683K
WMT
Walmart Inc.

Consumer Defensive
612
+ 3.09%
$81.79 - $99.98 $50.1K - $61.2K
20.4K $2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
64
+ 2.42%
$416.06 - $551.64 $26.6K - $35.3K
2.71K $1.5M
SPGI
S&P Global Inc.

Financial Services
435
+ 78.52%
$438.31 - $527.29 $191K - $229K
989 $521K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
3.39K
+ 51.4%
$46.22 - $57.51 $157K - $195K
9.98K $572K
BSX
Boston Scientific Corp

Healthcare
1.79K
+ 84.18%
$89.7 - $107.41 $160K - $192K
3.91K $420K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
288
+ 52.55%
$456.74 - $568.03 $132K - $164K
836 $474K
PHM
Pultegroup Inc

Consumer Cyclical
1.61K
+ 65.82%
$92.02 - $106.54 $148K - $172K
4.06K $427K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
405
+ 23.77%
$201.28 - $266.34 $81.5K - $108K
2.11K $561K
SPY
Spdr S&P 500 ETF Trust

ETFs
223
+ 36.62%
$496.48 - $617.85 $111K - $138K
832 $514K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.24K
+ 58.22%
$49.79 - $50.75 $161K - $164K
8.81K $447K
CRWD
Crowd Strike Holdings, Inc.

Technology
78
+ 12.07%
$321.63 - $509.31 $25.1K - $39.7K
724 $368K
NXPI
Nxp Semiconductors N.V.

Technology
410
+ 24.13%
$153.5 - $218.72 $62.9K - $89.7K
2.11K $460K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.29K
+ 21.54%
$58.41 - $72.69 $75.5K - $93.9K
7.29K $529K
GILD
Gilead Sciences, Inc.

Healthcare
1.17K
+ 55.05%
$96.91 - $113.0 $114K - $132K
3.3K $365K
VGT
Vanguard Information Technolog

ETFs
108
+ 29.03%
$470.37 - $663.28 $50.8K - $71.6K
480 $318K
URI
United Rentals, Inc.

Industrials
95
+ 29.6%
$551.94 - $753.4 $52.4K - $71.6K
416 $313K
T
At&T Inc.

Communication Services
3.25K
+ 15.28%
$26.33 - $28.94 $85.4K - $93.9K
24.5K $708K
RSP
Invesco S&P 500 Equal Weight E

ETFs
472
+ 18.47%
$152.93 - $181.74 $72.2K - $85.8K
3.03K $550K
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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