Colonial River Wealth Management, LLC New Holdings in Q3 2025

Colonial River Wealth Management, LLC

  • $246 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WDC
Western Digital Corp

Technology
14.1K
New
$63.84 - $120.06 $902K - $1.7M
14.1K $1.7M
RBLX
Roblox Corp

Communication Services
9.26K
New
$100.65 - $141.56 $932K - $1.31M
9.26K $1.28M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
7.39K
New
$128.6 - $136.01 $951K - $1.01M
7.39K $999K
AIQ
Global X Funds Global X Artifi

ETFs
19.6K
New
$43.2 - $49.66 $845K - $972K
19.6K $966K
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
12.6K
New
$66.7 - $76.76 $841K - $968K
12.6K $962K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
15K
New
$55.15 - $58.11 $830K - $874K
15K $864K
XSMO
Invesco S&P Smallcap Momentum

ETFs
9.77K
New
$67.1 - $74.29 $655K - $725K
9.77K $718K
UPS
United Parcel Service Inc

Industrials
8.31K
New
$82.58 - $105.54 $686K - $877K
8.31K $694K
MDB
Mongo Db, Inc.

Technology
1.36K
New
$201.0 - $334.87 $274K - $456K
1.36K $422K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
4.11K
New
$43.07 - $91.37 $177K - $376K
4.11K $375K
UAL
United Airlines Holdings, Inc.

Industrials
3.6K
New
$80.05 - $109.36 $288K - $393K
3.6K $347K
RKT
Rocket Companies, Inc.

Financial Services
14.6K
New
$13.31 - $21.16 $194K - $308K
14.6K $282K
TTMI
Ttm Technologies Inc

Technology
4.36K
New
$40.06 - $57.75 $175K - $252K
4.36K $251K
RGTI
Rigetti Computing, Inc.

Technology
8.43K
New
$11.33 - $32.1 $95.5K - $271K
8.43K $251K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.84K
New
$50.81 - $51.07 $246K - $247K
4.84K $246K
IWY
Ishares Tr Russell 200 Growth

ETFs
895
New
$243.93 - $275.62 $218K - $247K
895 $244K
RTX
Raytheon Technologies Corp

Industrials
1.42K
New
$144.19 - $167.33 $205K - $238K
1.42K $237K
TWLO
Twilio Inc

Communication Services
2.37K
New
$92.44 - $132.7 $219K - $314K
2.37K $236K
AXP
American Express CO

Financial Services
673
New
$294.27 - $342.31 $198K - $230K
673 $223K
UBER
Uber Technologies, Inc

Technology
2.17K
New
$86.91 - $99.57 $189K - $216K
2.17K $212K
XLC
Select Sector Spdr Tr Communic

ETFs
1.8K
New
$105.99 - $119.41 $191K - $215K
1.8K $212K
IWF
Ishares Russell 1000 Gr ETF

ETFs
430
New
$420.11 - $472.68 $181K - $203K
430 $201K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
3.5K
New
N/A
3.5K $201K
The Alger ETF Trust
59.3K
New
N/A
59.3K $0
The Alger ETF Trust
30.3K
New
N/A
30.3K $0
Tat Technologies LTD
5.1K
New
N/A
5.1K $0
Qxo Inc
39.7K
New
N/A
39.7K $0
Pacer Fds Tr
28.3K
New
N/A
28.3K $0
TRFK
Pacer Fds Tr
34.7K
New
N/A
34.7K $0
Lam Research Corp
1.94K
New
N/A
1.94K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
6.95K
New
N/A
6.95K $0
Abivax Sa
4.35K
New
N/A
4.35K $0
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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