Colonial River Wealth Management, LLC Reduced Holdings in Q2 2025

Colonial River Wealth Management, LLC

  • $217 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MAIN
Main Street Capital Corp

Financial Services
-170
- 3.38%
$49.15 - $59.32 $8.36K - $10.1K
4.85K $286K
F
Ford Motor CO

Consumer Cyclical
-2.26K
- 6.76%
$8.69 - $10.85 $19.6K - $24.5K
31.1K $337K
MA
Mastercard Inc

Financial Services
-1
- 0.15%
$479.92 - $590.74 $480 - $591
665 $373K
QLV
Flexshares Us Quality Low Vola

ETFs
-182
- 1.78%
$59.53 - $68.1 $10.8K - $12.4K
10.1K $684K
QLVD
Flexshares Dev Mkts Ex Us Qty

ETFs
-282
- 3.42%
$26.76 - $31.45 $7.55K - $8.87K
7.97K $248K
JXN
Jackson Financial Inc.

Financial Services
-346
- 2.7%
$70.35 - $89.5 $24.3K - $31K
12.5K $1.11M
CAT
Caterpillar Inc

Industrials
-25
- 3.38%
$273.94 - $388.21 $6.85K - $9.71K
714 $277K
VUG
Vanguard Growth ETF

ETFs
-216
- 10.6%
$329.49 - $438.4 $71.2K - $94.7K
1.82K $798K
NOW
Service Now, Inc.

Technology
-32
- 9.85%
$721.65 - $1040.18 $23.1K - $33.3K
293 $301K
SOXX
Ishares Semiconductor ETF

ETFs
-50
- 3.18%
$154.86 - $239.07 $7.74K - $12K
1.52K $363K
BAC
Bank Of America Corp

Financial Services
-1.2K
- 3.8%
$34.39 - $47.46 $41.2K - $56.8K
30.3K $1.43M
IRM
Iron Mountain Inc

Real Estate
-98
- 1.11%
$76.93 - $105.25 $7.54K - $10.3K
8.7K $892K
XLK
Technology Sector Spdr

ETFs
-273
- 5.74%
$179.73 - $253.23 $49.1K - $69.1K
4.48K $1.13M
ETN
Eaton Corp PLC

Industrials
-30
- 1.54%
$246.52 - $356.99 $7.4K - $10.7K
1.92K $686K
SPOT
Spotify Technology S.A.

Communication Services
-290
- 15.14%
$503.3 - $775.9 $146K - $225K
1.63K $1.25M
JPM
Jpmorgan Chase & CO

Financial Services
-335
- 4.79%
$210.28 - $289.91 $70.4K - $97.1K
6.67K $1.93M
VST
Vistra Corp.

Utilities
-1.94K
- 23.87%
$98.07 - $195.04 $190K - $378K
6.19K $1.2M
AVGO
Broadcom Inc.

Technology
-4.17K
- 28.91%
$146.29 - $275.65 $610K - $1.15M
10.3K $2.83M
META
Meta Platforms, Inc.

Communication Services
-551
- 7.8%
$484.66 - $738.09 $267K - $407K
6.51K $4.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-127
- 0.42%
$167.32 - $223.3 $21.2K - $28.4K
30.4K $6.67M
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
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