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
QCOM
Qualcomm Inc

Technology
541
+ 20.13%
$124.66 - $159.48 $67.4K - $86.3K
3.23K $514K
MCK
Mckesson Corp

Healthcare
94
+ 17.31%
$652.83 - $732.78 $61.4K - $68.9K
637 $466K
SCHW
Schwab Charles Corp

Financial Services
524
+ 13.36%
$69.06 - $91.24 $36.2K - $47.8K
4.45K $405K
FDX
Fedex Corp

Industrials
524
+ 41.69%
$198.07 - $245.17 $104K - $128K
1.78K $404K
JCI
Johnson Controls International PLC

Industrials
185
+ 6.1%
$71.14 - $105.62 $13.2K - $19.5K
3.22K $339K
IBM
International Business Machines Corp

Technology
73
+ 4.66%
$221.03 - $294.78 $16.1K - $21.5K
1.64K $482K
IR
Ingersoll Rand Inc.

Industrials
969
+ 28.3%
$66.75 - $84.94 $64.7K - $82.3K
4.39K $365K
KO
Coca Cola CO

Consumer Defensive
1.39K
+ 13.46%
$68.37 - $73.9 $95.1K - $103K
11.7K $829K
AIG
American International Group, Inc.

Financial Services
1.11K
+ 23.64%
$77.56 - $87.72 $86.2K - $97.5K
5.82K $497K
VRT
Vertiv Holdings CO

Industrials
1.01K
+ 9.76%
N/A
11.4K $984K
WM
Waste Management Inc

Industrials
386
+ 37.81%
$216.47 - $242.1 $83.6K - $93.5K
1.41K $321K
TMO
Thermo Fisher Scientific Inc.

Healthcare
479
+ 40.66%
$390.26 - $489.06 $187K - $234K
1.66K $671K
SNY
Sanofi

Healthcare
2.62K
+ 43.64%
$47.62 - $55.44 $125K - $145K
8.61K $416K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
2.34K
+ 22.7%
$22.61 - $26.12 $52.8K - $61K
12.6K $330K
APO
Apollo Global Management, Inc.

Financial Services
385
+ 10.81%
$108.68 - $145.07 $41.8K - $55.9K
3.95K $560K
ABBV
Abb Vie Inc.

Healthcare
1.06K
+ 20.1%
$170.16 - $206.27 $180K - $218K
6.32K $1.17M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
783
+ 28.97%
$107.83 - $119.94 $84.4K - $93.9K
3.49K $375K
GM
General Motors CO

Consumer Cyclical
1.06K
+ 16.82%
$42.48 - $50.46 $45K - $53.5K
7.36K $362K
PFE
Pfizer Inc

Healthcare
3.63K
+ 15.96%
$21.59 - $24.84 $78.3K - $90.1K
26.3K $638K
AZN
Astrazeneca PLC

Healthcare
1.06K
+ 29.3%
$64.87 - $75.0 $69K - $79.8K
4.7K $328K
NOC
Northrop Grumman Corp

Industrials
143
+ 20.11%
$456.3 - $540.39 $65.3K - $77.3K
854 $426K
LUV
Southwest Airlines CO

Industrials
2.16K
+ 17.74%
$24.04 - $34.36 $51.9K - $74.2K
14.3K $464K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.88K
+ 24.77%
$45.92 - $50.78 $86.4K - $95.5K
9.48K $442K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
644
+ 4.14%
$45.11 - $52.34 $29.1K - $33.7K
16.2K $848K
PPL
Ppl Corp

Utilities
2.03K
+ 25.47%
$33.45 - $36.5 $67.8K - $74K
9.99K $338K
BX
Blackstone Inc.

Financial Services
24
+ 0.62%
$120.07 - $151.11 $2.88K - $3.63K
3.89K $581K
CMI
Cummins Inc

Industrials
70
+ 6.4%
$267.12 - $336.65 $18.7K - $23.6K
1.16K $381K
VPU
Vanguard Utilities ETF

ETFs
158
+ 11.88%
$158.36 - $178.82 $25K - $28.3K
1.49K $262K
LMT
Lockheed Martin Corp

Industrials
50
+ 7.31%
$430.82 - $486.45 $21.5K - $24.3K
734 $339K
TFC
Truist Financial Corp

Financial Services
357
+ 4.18%
$34.79 - $42.99 $12.4K - $15.3K
8.9K $382K
CSCO
Cisco Systems, Inc.

Technology
10
+ 0.28%
$53.19 - $69.38 $532 - $694
3.56K $246K
NEE
Nextera Energy Inc

Utilities
517
+ 7.53%
$64.11 - $75.0 $33.1K - $38.8K
7.38K $512K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
128
+ 5.62%
$90.56 - $109.49 $11.6K - $14K
2.41K $263K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
72
+ 1.8%
$51.16 - $62.02 $3.68K - $4.47K
4.08K $253K
ADP
Automatic Data Processing Inc

Industrials
55
+ 8.37%
$276.76 - $326.81 $15.2K - $18K
712 $219K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
218
+ 0.43%
$49.98 - $50.26 $10.9K - $11K
50.9K $2.55M
COP
Conocophillips

Energy
868
+ 19.89%
$82.66 - $106.1 $71.7K - $92.1K
5.23K $469K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
730
+ 8.62%
$62.08 - $73.58 $45.3K - $53.7K
9.2K $616K
TXN
Texas Instruments Inc

Technology
14
+ 1.08%
N/A
1.32K $255K
HEIA
Heico Crp Cl A
1.26K
+ 37.87%
N/A
4.58K $0
Invesco Actively Managed Exc
4.45K
+ 5.32%
N/A
88K $0
Invesco Exch Traded Fd Tr Ii
35.4K
+ 38.49%
N/A
128K $0
Capital Group Core Balanced
2.2K
+ 22.0%
N/A
12.2K $0
Talen Energy Corp
550
+ 14.18%
N/A
4.43K $0
Nebius Group N.V.
5.52K
+ 35.29%
N/A
21.2K $0
Liberty Media Corp Del
2.11K
+ 65.23%
N/A
5.33K $0
Gsk PLC
172
+ 3.16%
N/A
5.62K $0
LLY
Eli Lilly & CO

Healthcare
52
+ 5.86%
$713.71 - $898.95 $37.1K - $46.7K
940 $732K
HSY
Hershey CO

Consumer Defensive
23
+ 1.76%
$151.29 - $173.13 $3.48K - $3.98K
1.33K $221K
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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