Colonial River Wealth Management, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $201 Million distributed in 223 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $10.7M, Apple Inc. with a value of $10.5M, Amazon Com Inc with a value of $6.55M, Microsoft Corp with a value of $4.95M, and Ishares Core S&P 500 ETF with a value of $4.5M.
Examining the 13F form we can see an increase of $15M in the current position value, from $186M to 201M.
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
$201 Million
ETFs: $71 Million
Technology: $37.6 Million
Consumer Cyclical: $16.9 Million
Financial Services: $16.3 Million
Communication Services: $14 Million
Healthcare: $11.8 Million
Consumer Defensive: $9.76 Million
Industrials: $9.11 Million
Other: $14 Million
Stock Holdings Table Market Cap. of $200 Billions or more
