Colonial River Wealth Management, LLC Sells in Q1 2025

Colonial River Wealth Management, LLC

  • $174 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
-1.78K
- 32.32%
$74.7 - $80.27 $133K - $143K
3.72K $293K
VTV
Vanguard Value ETF

ETFs
-694
- 19.35%
$167.73 - $179.21 $116K - $124K
2.89K $499K
KSS
Kohls Corp

Consumer Cyclical
-55
- 0.3%
$8.06 - $14.12 $443 - $777
18.1K $148K
VZ
Verizon Communications Inc

Communication Services
-7.65K
- 16.77%
$37.81 - $46.49 $289K - $356K
38K $1.72M
XLE
Energy Sector Spdr

ETFs
-2.42K
- 14.67%
$85.7 - $93.96 $207K - $227K
14.1K $1.31M
PHM
Pultegroup Inc

Consumer Cyclical
-740
- 23.23%
$101.09 - $118.51 $74.8K - $87.7K
2.45K $251K
UNH
Unitedhealth Group Inc

Healthcare
-275
- 9.97%
$461.52 - $548.18 $127K - $151K
2.48K $1.3M
NVO
Novo Nordisk A S

Healthcare
-263
- 6.83%
$69.3 - $90.95 $18.2K - $23.9K
3.59K $249K
MO
Altria Group, Inc.

Consumer Defensive
-3.75K
- 19.82%
$50.81 - $60.02 $190K - $225K
15.2K $909K
XLC
Select Sector Spdr Tr Communic

ETFs
-814
- 26.71%
$94.84 - $105.31 $77.2K - $85.7K
2.23K $215K
UPS
United Parcel Service Inc

Industrials
-348
- 15.99%
$109.66 - $136.26 $38.2K - $47.4K
1.83K $201K
MCD
Mcdonalds Corp

Consumer Cyclical
-400
- 17.39%
$279.74 - $321.29 $112K - $129K
1.9K $593K
SO
Southern CO

Utilities
-1.14K
- 30.35%
$80.96 - $92.96 $92.1K - $106K
2.61K $240K
ROST
Ross Stores, Inc.

Consumer Cyclical
-88
- 4.64%
$123.3 - $154.95 $10.9K - $13.6K
1.81K $231K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-463
- 22.95%
$128.74 - $138.67 $59.6K - $64.2K
1.55K $210K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-708
- 15.45%
$76.94 - $78.28 $54.5K - $55.4K
3.88K $303K
GILD
Gilead Sciences, Inc.

Healthcare
-985
- 31.63%
$89.14 - $117.41 $87.8K - $116K
2.13K $238K
MA
Mastercard Inc

Financial Services
-115
- 14.72%
$504.67 - $576.31 $58K - $66.3K
666 $365K
SBUX
Starbucks Corp

Consumer Cyclical
-926
- 14.33%
$91.75 - $115.81 $85K - $107K
5.53K $542K
SPY
Spdr S&P 500 ETF Trust

ETFs
-49
- 7.45%
$551.42 - $612.93 $27K - $30K
609 $340K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-172
- 7.02%
$102.49 - $119.96 $17.6K - $20.6K
2.28K $238K
QLC
Flexshares Tr Us Quality Large

ETFs
-469
- 9.11%
$62.78 - $69.86 $29.4K - $32.8K
4.68K $298K
CHTR
Charter Communications, Inc.

Communication Services
-173
- 20.26%
$334.89 - $384.77 $57.9K - $66.6K
681 $250K
IBM
International Business Machines Corp

Technology
-342
- 17.93%
$217.4 - $264.74 $74.4K - $90.5K
1.57K $389K
T
At&T Inc.

Communication Services
-6.42K
- 23.22%
$21.56 - $28.28 $138K - $182K
21.2K $600K
VEA
Vanguard Ftse Developed Market

ETFs
-1.25K
- 11.06%
$47.4 - $52.99 $59.1K - $66K
10K $509K
BNDX
Vanguard Total International B

ETFs
-452
- 8.63%
$48.33 - $49.5 $21.8K - $22.4K
4.79K $233K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-85
- 3.22%
$169.43 - $182.84 $14.4K - $15.5K
2.56K $442K
CZA
Invesco Exchange Traded Fd Tr

ETFs
-194
- 3.2%
$101.07 - $108.24 $19.6K - $21K
5.87K $609K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-50
- 1.23%
$57.21 - $65.8 $2.86K - $3.29K
4.01K $233K
VIG
Vanguard Dividend Appreciation

ETFs
-79
- 6.31%
N/A
1.17K $213K
GBIL
Goldman Sachs Access Treasury

ETFs
-83
- 3.34%
$99.85 - $100.19 $8.29K - $8.32K
2.4K $240K
O
Realty Income Corp

Real Estate
-283
- 7.02%
$51.67 - $58.49 $14.6K - $16.6K
3.75K $217K
QLVD
Flexshares Dev Mkts Ex Us Qty

ETFs
-420
- 4.84%
$26.14 - $29.1 $11K - $12.2K
8.25K $237K
PAYX
Paychex Inc

Industrials
-64
- 4.46%
$136.06 - $154.52 $8.71K - $9.89K
1.37K $211K
DUK
Duke Energy Corp

Utilities
-83
- 3.34%
$105.87 - $121.97 $8.79K - $10.1K
2.4K $293K
WM
Waste Management Inc

Industrials
-3
- 0.29%
$200.54 - $233.78 $602 - $701
1.02K $236K
DVN
Devon Energy Corp

Energy
-7
- 0.07%
$33.15 - $38.55 $232 - $270
10.7K $399K
ELV
Elevance Health, Inc.

Healthcare
-61
- 4.04%
$365.9 - $436.25 $22.3K - $26.6K
1.45K $629K
XOM
Exxon Mobil Corp

Energy
-1.01K
- 4.83%
$105.44 - $118.93 $106K - $120K
19.8K $2.36M
PM
Philip Morris International Inc.

Consumer Defensive
-3.24K
- 19.19%
$117.15 - $158.79 $380K - $514K
13.6K $2.17M
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
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