Colonial River Wealth Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $174 Million distributed in 202 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.1M, Nvidia Corp with a value of $11.1M, Invesco Exchange Traded Fd Tr with a value of $7.46M, Microsoft Corp with a value of $7.28M, and Capital Group Growth ETF Shs C with a value of $7M.
Examining the 13F form we can see an decrease of $30.8M in the current position value, from $205M to 174M.
Colonial River Wealth Management, LLC is based out at Midlothian, VA
Below you can find more details about Colonial River Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$174 Million
ETFs: $56.4 Million
Technology: $41.8 Million
Communication Services: $13.6 Million
Consumer Cyclical: $13.1 Million
Financial Services: $12.2 Million
Consumer Defensive: $8.7 Million
Healthcare: $8.1 Million
Industrials: $7.04 Million
Other: $12.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
