Colonial River Wealth Management, LLC New Holdings in Q2 2025

Colonial River Wealth Management, LLC

  • $217 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
3.63K
New
$170.96 - $322.76 $620K - $1.17M
3.63K $1.17M
CAH
Cardinal Health Inc

Healthcare
4.88K
New
$125.0 - $168.0 $610K - $819K
4.88K $819K
SHOP
Shopify Inc.

Technology
5.67K
New
$76.89 - $115.35 $436K - $654K
5.67K $653K
THC
Tenet Healthcare Corp

Healthcare
3.61K
New
$110.41 - $176.0 $399K - $636K
3.61K $635K
NET
Cloudflare, Inc.

Technology
3.1K
New
$97.08 - $195.83 $301K - $607K
3.1K $606K
ISRG
Intuitive Surgical Inc

Healthcare
1.07K
New
$451.58 - $565.94 $484K - $606K
1.07K $581K
SPYG
Spdr Portfolio

ETFs
5.92K
New
$71.83 - $95.32 $426K - $565K
5.92K $564K
MLM
Martin Marietta Materials Inc

Basic Materials
836
New
$452.51 - $568.19 $378K - $475K
836 $458K
SNOW
Snowflake Inc.

Technology
1.96K
New
$130.53 - $223.77 $256K - $439K
1.96K $438K
MELI
Mercadolibre Inc

Consumer Cyclical
159
New
$1794.73 - $2613.63 $285K - $416K
159 $415K
CTVA
Corteva, Inc.

Basic Materials
3.92K
New
$55.52 - $74.53 $217K - $292K
3.92K $291K
VLO
Valero Energy Corp

Energy
2.16K
New
$104.69 - $141.77 $226K - $306K
2.16K $289K
HWM
Howmet Aerospace Inc.

Industrials
1.53K
New
$112.33 - $186.13 $172K - $284K
1.53K $284K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.17K
New
$180.84 - $240.32 $211K - $281K
1.17K $280K
AMD
Advanced Micro Devices Inc

Technology
1.85K
New
$78.21 - $143.81 $145K - $266K
1.85K $262K
AXON
Axon Enterprise, Inc.

Industrials
314
New
$497.13 - $827.94 $156K - $260K
314 $259K
GE
General Electric CO

Industrials
995
New
$166.81 - $257.39 $166K - $256K
995 $256K
PINS
Pinterest, Inc.

Communication Services
7.09K
New
$24.21 - $35.95 $172K - $255K
7.09K $254K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.88K
New
$108.12 - $135.04 $203K - $253K
1.88K $253K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.39K
New
$90.17 - $103.07 $215K - $246K
2.39K $238K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
448
New
$483.07 - $625.6 $216K - $280K
448 $235K
DLR
Digital Realty Trust, Inc.

Real Estate
1.34K
New
$136.11 - $177.69 $182K - $237K
1.34K $232K
AVDV
American Centy ETF Tr Avantis

ETFs
2.78K
New
$61.76 - $79.32 $171K - $220K
2.78K $220K
OMF
One Main Holdings, Inc.

Financial Services
3.71K
New
$40.42 - $57.0 $150K - $211K
3.71K $211K
CRS
Carpenter Technology Corp

Industrials
761
New
$151.3 - $276.38 $115K - $210K
761 $210K
AMAT
Applied Materials Inc

Technology
1.1K
New
$126.95 - $183.52 $140K - $203K
1.1K $202K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.85K
New
$40.51 - $71.03 $115K - $202K
2.85K $200K
EMN
Eastman Chemical CO

Basic Materials
2.68K
New
$72.7 - $88.29 $195K - $237K
2.68K $200K
PICK
Ishares Inc Msci Global Select

ETFs
5.33K
New
$30.23 - $38.24 $161K - $204K
5.33K $200K
EME
Emcor Group, Inc.

Industrials
373
New
$342.02 - $534.89 $128K - $200K
373 $199K
TDIV
First Trust Nasdaq Technology

ETFs
2.2K
New
$64.41 - $90.17 $141K - $198K
2.2K $197K
ADI
Analog Devices Inc

Technology
819
New
$164.6 - $238.02 $135K - $195K
819 $194K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
10K
New
$9.75 - $10.96 $97.5K - $110K
10K $103K
Newsmax Inc
19.1K
New
N/A
19.1K $0
Celestica Inc
1.57K
New
N/A
1.57K $0
Coherent Corp
5.14K
New
N/A
5.14K $0
Tko Group Holdings Inc
1.48K
New
N/A
1.48K $0
Astera Labs Inc
4.39K
New
N/A
4.39K $0
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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