Colonial River Wealth Management, LLC New Holdings in Q3 2024

Colonial River Wealth Management, LLC

  • $201 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.33K
New
$405.19 - $478.57 $2.16M - $2.55M
5.33K $2.46M
IWX
Ishares Tr Russell 200 Value E

ETFs
20.2K
New
$74.49 - $81.27 $1.5M - $1.64M
20.2K $1.64M
HDV
Ishares Core High Dividend ETF

ETFs
9.54K
New
$107.62 - $118.76 $1.03M - $1.13M
9.54K $1.12M
ANET
Arista Networks, Inc.

Technology
2.28K
New
$311.42 - $388.21 $710K - $885K
2.28K $874K
ERIE
Erie Indemnity CO

Financial Services
1.47K
New
$356.56 - $544.84 $523K - $800K
1.47K $792K
CVNA
Carvana Co.

Consumer Cyclical
4.52K
New
$122.32 - $175.15 $552K - $791K
4.52K $786K
WFC
Wells Fargo & Company

Financial Services
13.8K
New
$51.58 - $60.97 $712K - $842K
13.8K $779K
IESC
Ies Holdings, Inc.

Industrials
3.79K
New
$134.29 - $199.7 $509K - $758K
3.79K $757K
VST
Vistra Corp.

Utilities
6.28K
New
$69.0 - $119.06 $433K - $748K
6.28K $744K
MCK
Mckesson Corp

Healthcare
1.37K
New
$479.06 - $630.38 $658K - $866K
1.37K $678K
PEG
Public Service Enterprise Group Inc

Utilities
7.11K
New
$73.58 - $89.21 $523K - $634K
7.11K $634K
AXP
American Express CO

Financial Services
2.33K
New
$225.92 - $271.17 $525K - $631K
2.33K $630K
SPOT
Spotify Technology S.A.

Communication Services
1.67K
New
$290.16 - $384.01 $484K - $641K
1.67K $615K
AXON
Axon Enterprise, Inc.

Industrials
1.49K
New
$286.16 - $399.6 $427K - $596K
1.49K $595K
APP
App Lovin Corp

Technology
4.39K
New
$67.14 - $130.65 $295K - $574K
4.39K $573K
ROL
Rollins Inc

Consumer Cyclical
10.8K
New
$45.93 - $51.4 $497K - $556K
10.8K $546K
GS
Goldman Sachs Group Inc

Financial Services
1.09K
New
$459.02 - $510.25 $501K - $557K
1.09K $540K
RTX
Raytheon Technologies Corp

Industrials
4.43K
New
$99.55 - $123.34 $441K - $546K
4.43K $536K
ORI
Old Republic International Corp

Financial Services
14.8K
New
$29.89 - $35.9 $442K - $531K
14.8K $524K
GE
General Electric CO

Industrials
2.61K
New
$156.66 - $189.66 $408K - $494K
2.61K $491K
WING
Wingstop Inc.

Consumer Cyclical
1.17K
New
$352.46 - $427.92 $413K - $501K
1.17K $487K
MOD
Modine Manufacturing CO

Consumer Cyclical
3.5K
New
$94.6 - $133.72 $331K - $468K
3.5K $464K
NTNX
Nutanix, Inc.

Technology
7.41K
New
$46.0 - $63.19 $341K - $468K
7.41K $438K
UTHR
United Therapeutics Corp

Healthcare
1.21K
New
$311.04 - $363.55 $377K - $441K
1.21K $434K
PHM
Pultegroup Inc

Consumer Cyclical
3.02K
New
$103.95 - $144.98 $314K - $438K
3.02K $433K
MHO
M/I Homes, Inc.

Consumer Cyclical
2.32K
New
$116.02 - $172.21 $269K - $399K
2.32K $396K
VMI
Valmont Industries Inc

Industrials
1.36K
New
$260.22 - $302.59 $353K - $410K
1.36K $392K
FCN
Fti Consulting, Inc

Industrials
1.72K
New
$213.61 - $230.59 $368K - $397K
1.72K $391K
GFF
Griffon Corp

Industrials
5.38K
New
$55.61 - $74.71 $299K - $402K
5.38K $376K
SOXX
Ishares Semiconductor ETF

ETFs
1.59K
New
$199.29 - $265.49 $317K - $422K
1.59K $366K
TFC
Truist Financial Corp

Financial Services
8.5K
New
$38.22 - $44.94 $325K - $382K
8.5K $363K
AAON
Aaon, Inc.

Industrials
3.36K
New
$83.58 - $107.82 $281K - $363K
3.36K $362K
WMB
Williams Companies, Inc.

Energy
7.65K
New
$41.24 - $46.22 $316K - $354K
7.65K $349K
DELL
Dell Technologies Inc.

Technology
2.92K
New
$87.89 - $145.97 $256K - $426K
2.92K $345K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
2.41K
New
$129.86 - $184.59 $312K - $444K
2.41K $336K
COIN
Coinbase Global, Inc.

Technology
1.83K
New
$147.09 - $265.15 $270K - $486K
1.83K $326K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.45K
New
$210.25 - $231.86 $304K - $336K
1.45K $322K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.82K
New
$138.85 - $182.81 $253K - $333K
1.82K $322K
LEN
Lennar Corp

Consumer Cyclical
1.69K
New
$142.5 - $192.45 $241K - $325K
1.69K $317K
HON
Honeywell International Inc

Industrials
1.52K
New
$196.73 - $220.21 $298K - $334K
1.52K $313K
EOG
Eog Resources Inc

Energy
2.53K
New
$117.9 - $132.65 $298K - $335K
2.53K $310K
APH
Amphenol Corp

Technology
4.69K
New
$58.39 - $70.41 $274K - $330K
4.69K $305K
RNA
Avidity Biosciences, Inc.

Healthcare
6.17K
New
$37.21 - $48.14 $229K - $297K
6.17K $283K
CRVL
Corvel Corp

Financial Services
782
New
$250.37 - $326.89 $196K - $256K
782 $255K
CB
Chubb LTD

Financial Services
877
New
$252.51 - $292.2 $221K - $256K
877 $252K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.61K
New
$87.56 - $95.49 $229K - $249K
2.61K $249K
AME
Ametek Inc

Industrials
1.44K
New
$152.74 - $176.01 $221K - $254K
1.44K $247K
ASTS
Ast Space Mobile, Inc.

Communication Services
9.05K
New
$10.72 - $38.6 $97.1K - $349K
9.05K $236K
XPO
Xpo Logistics, Inc.

Industrials
2.14K
New
$101.15 - $125.11 $216K - $267K
2.14K $229K
Activity Summary
Buys All Purchases 122 New Holdings 65 Increased Positions 57 Sells All Sells 88 Reductions 88 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