Colonial River Wealth Management, LLC New Holdings in Q1 2025

Colonial River Wealth Management, LLC

  • $174 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RWL
Invesco Exchange Traded Fd Tr

ETFs
75.1K
New
$96.9 - $104.39 $7.28M - $7.84M
75.1K $7.46M
GTO
Invesco Actively Managed ETF T

ETFs
74.5K
New
$45.9 - $47.37 $3.42M - $3.53M
74.5K $3.49M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
50.7K
New
$50.03 - $50.27 $2.53M - $2.55M
50.7K $2.54M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
11.7K
New
$165.25 - $224.62 $1.93M - $2.63M
11.7K $1.94M
GFL
Gfl Environmental Inc.

Industrials
33.3K
New
$41.72 - $48.8 $1.39M - $1.62M
33.3K $1.61M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
27.7K
New
$51.45 - $58.51 $1.42M - $1.62M
27.7K $1.43M
SE
Sea LTD

Consumer Cyclical
7.37K
New
$104.87 - $146.31 $773K - $1.08M
7.37K $961K
FV
First Trust Dorsey Wright Focu

ETFs
16K
New
$53.91 - $63.03 $861K - $1.01M
16K $876K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
15K
New
$47.08 - $50.67 $705K - $759K
15K $751K
NRG
Nrg Energy, Inc.

Utilities
7.86K
New
$84.82 - $113.33 $667K - $891K
7.86K $750K
SPTL
Spdr Portfolio Long Term Treas

ETFs
25.9K
New
$25.54 - $27.64 $661K - $715K
25.9K $705K
C
Citigroup Inc

Financial Services
9.46K
New
$67.23 - $84.63 $636K - $800K
9.46K $671K
COF
Capital One Financial Corp

Financial Services
3.63K
New
$163.87 - $209.82 $595K - $762K
3.63K $650K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
8.47K
New
$65.49 - $74.67 $555K - $632K
8.47K $606K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.18K
New
$497.6 - $606.74 $586K - $715K
1.18K $586K
IWX
Ishares Tr Russell 200 Value E

ETFs
6.28K
New
$78.54 - $84.86 $493K - $533K
6.28K $516K
APO
Apollo Global Management, Inc.

Financial Services
3.56K
New
$126.01 - $172.06 $449K - $613K
3.56K $487K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.27K
New
$50.39 - $50.66 $467K - $470K
9.27K $469K
CDNS
Cadence Design Systems Inc

Technology
1.84K
New
$233.96 - $324.52 $431K - $598K
1.84K $468K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
20.2K
New
$22.83 - $23.75 $462K - $480K
20.2K $466K
COP
Conocophillips

Energy
4.36K
New
$88.6 - $105.85 $387K - $462K
4.36K $458K
NTRA
Natera, Inc.

Healthcare
3.12K
New
$132.63 - $177.0 $414K - $553K
3.12K $441K
LUV
Southwest Airlines CO

Industrials
12.2K
New
$28.18 - $34.84 $343K - $424K
12.2K $408K
AIG
American International Group, Inc.

Financial Services
4.7K
New
$70.5 - $86.94 $332K - $409K
4.7K $408K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.7K
New
$221.78 - $273.45 $378K - $466K
1.7K $387K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
7.6K
New
$45.62 - $51.12 $346K - $388K
7.6K $386K
NOC
Northrop Grumman Corp

Industrials
711
New
$433.45 - $513.82 $308K - $365K
711 $364K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
6.59K
New
$47.39 - $54.26 $312K - $358K
6.59K $342K
SNY
Sanofi

Healthcare
6K
New
$48.15 - $59.42 $289K - $356K
6K $332K
NXPI
Nxp Semiconductors N.V.

Technology
1.7K
New
$189.99 - $245.86 $323K - $418K
1.7K $322K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.7K
New
$88.0 - $115.5 $238K - $312K
2.7K $308K
FDX
Fedex Corp

Industrials
1.26K
New
$230.33 - $281.53 $290K - $354K
1.26K $306K
SCHW
Schwab Charles Corp

Financial Services
3.92K
New
$71.24 - $83.64 $279K - $328K
3.92K $306K
HOOD
Robinhood Markets, Inc.

Technology
7.1K
New
$35.63 - $65.28 $253K - $464K
7.1K $295K
PPL
Ppl Corp

Utilities
7.96K
New
$31.68 - $36.11 $252K - $287K
7.96K $287K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.57K
New
$50.48 - $51.04 $281K - $284K
5.57K $282K
SPGI
S&P Global Inc.

Financial Services
554
New
$478.26 - $543.77 $265K - $301K
554 $281K
IR
Ingersoll Rand Inc.

Industrials
3.42K
New
$79.44 - $94.23 $272K - $323K
3.42K $274K
AZN
Astrazeneca PLC

Healthcare
3.63K
New
$65.37 - $77.96 $237K - $283K
3.63K $266K
UAL
United Airlines Holdings, Inc.

Industrials
3.81K
New
$69.05 - $110.52 $263K - $421K
3.81K $263K
FDMO
Fidelity Covington Tr Momentum

ETFs
3.98K
New
$63.36 - $74.35 $252K - $296K
3.98K $258K
FVAL
Fidelity Covington Tr Value Fa

ETFs
4.29K
New
$58.79 - $65.0 $252K - $279K
4.29K $255K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
10.3K
New
$23.18 - $24.68 $239K - $254K
10.3K $250K
JCI
Johnson Controls International PLC

Industrials
3.03K
New
$76.12 - $90.6 $231K - $275K
3.03K $242K
FCX
Freeport Mcmoran Inc

Basic Materials
6.27K
New
$34.5 - $43.01 $216K - $270K
6.27K $237K
VPU
Vanguard Utilities ETF

ETFs
1.33K
New
$161.24 - $173.33 $214K - $231K
1.33K $227K
VRSK
Verisk Analytics, Inc.

Industrials
724
New
$268.63 - $301.33 $194K - $218K
724 $215K
CCJ
Cameco Corp

Energy
5.21K
New
$40.64 - $56.86 $212K - $296K
5.21K $214K
BSX
Boston Scientific Corp

Healthcare
2.12K
New
$89.38 - $106.18 $190K - $226K
2.12K $214K
Activity Summary
Buys All Purchases 100 New Holdings 62 Increased Positions 38 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Colonial River Wealth Management, LLC Portfolio

Follow Colonial River Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Colonial River Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colonial River Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email