Colonial River Wealth Management, LLC Purchases in Q4 2024

Colonial River Wealth Management, LLC

  • $205 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
36.1K
+ 1435.4%
$81.74 - $91.38 $2.95M - $3.3M
38.6K $3.4M
AAPL
Apple Inc.

Technology
9.05K
+ 20.15%
$221.69 - $259.02 $2.01M - $2.34M
53.9K $13.5M
IWY
Ishares Tr Russell 200 Growth

ETFs
10.6K
New
$216.72 - $244.71 $2.3M - $2.59M
10.6K $2.49M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
15.6K
New
$119.61 - $136.3 $1.86M - $2.12M
15.6K $1.93M
NVDA
Nvidia Corp

Technology
1.92K
+ 2.19%
$117.0 - $148.88 $225K - $286K
89.7K $12M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
10.8K
+ 59.1%
$89.97 - $98.59 $968K - $1.06M
29K $2.75M
PLTR
Palantir Technologies Inc.

Technology
1.1K
+ 4.51%
$36.46 - $82.38 $40.2K - $90.8K
25.5K $1.93M
AVGO
Broadcom Inc.

Technology
1.1K
+ 8.61%
$159.67 - $250.0 $175K - $275K
13.9K $3.21M
APP
App Lovin Corp

Technology
237
+ 5.4%
$130.67 - $401.5 $31K - $95.2K
4.63K $1.5M
TSLA
Tesla, Inc.

Consumer Cyclical
154
+ 2.58%
$213.65 - $479.86 $32.9K - $73.9K
6.13K $2.48M
KKR
Kkr & Co. Inc.

Financial Services
4.12K
New
$129.87 - $162.87 $535K - $671K
4.12K $608K
VTI
Vanguard Total Stock Market Et

ETFs
1.54K
+ 9.78%
$280.04 - $302.45 $430K - $464K
17.2K $4.99M
JPM
Jpmorgan Chase & CO

Financial Services
502
+ 3.62%
$205.18 - $250.29 $103K - $126K
14.4K $3.44M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.37K
+ 6.15%
$198.04 - $221.51 $272K - $304K
23.7K $4.98M
IRM
Iron Mountain Inc

Real Estate
5K
+ 55.39%
$101.62 - $128.14 $508K - $640K
14K $1.47M
NFLX
Netflix Inc

Communication Services
52
+ 2.75%
$687.65 - $936.56 $35.8K - $48.7K
1.94K $1.73M
AXON
Axon Enterprise, Inc.

Industrials
82
+ 5.5%
$399.22 - $689.78 $32.7K - $56.6K
1.57K $934K
OMFL
Invesco Exchange Traded Self I

ETFs
4.58K
+ 12.14%
$52.49 - $56.58 $240K - $259K
42.3K $2.29M
DTM
Dt Midstream, Inc.

Energy
2.86K
New
$78.85 - $108.56 $225K - $310K
2.86K $283K
ELV
Elevance Health, Inc.

Healthcare
946
+ 168.03%
$365.96 - $514.62 $346K - $487K
1.51K $557K
MRVL
Marvell Technology, Inc.

Technology
243
+ 4.07%
$70.31 - $124.78 $17.1K - $30.3K
6.22K $686K
VST
Vistra Corp.

Utilities
966
+ 15.38%
$115.74 - $166.61 $112K - $161K
7.25K $998K
DIS
Walt Disney CO

Communication Services
2.28K
New
$92.39 - $117.6 $210K - $268K
2.28K $253K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.29K
New
$178.39 - $215.0 $230K - $277K
1.29K $248K
WFC
Wells Fargo & Company

Financial Services
730
+ 5.29%
$54.98 - $77.35 $40.1K - $56.5K
14.5K $1.02M
BAC
Bank Of America Corp

Financial Services
1.4K
+ 3.41%
$39.22 - $47.77 $55.1K - $67.1K
42.6K $1.87M
XLK
Technology Sector Spdr

ETFs
676
+ 6.66%
$220.26 - $241.44 $149K - $163K
10.8K $2.52M
TRV
Travelers Companies, Inc.

Financial Services
863
New
$225.97 - $266.66 $195K - $230K
863 $207K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
538
+ 10.09%
$442.29 - $483.08 $238K - $260K
5.87K $2.66M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.34K
New
$25.93 - $105.3 $190K - $772K
7.34K $204K
URI
United Rentals, Inc.

Industrials
291
New
$704.44 - $880.32 $205K - $256K
291 $204K
CALM
Cal Maine Foods Inc

Consumer Defensive
1.97K
New
$75.41 - $112.24 $149K - $221K
1.97K $202K
PAYX
Paychex Inc

Industrials
1.44K
New
$135.86 - $148.73 $195K - $214K
1.44K $201K
FCOM
Fidelity Covington Tr Msci Com

ETFs
1.52K
+ 5.37%
$54.65 - $61.96 $83K - $94.1K
29.8K $1.75M
CVNA
Carvana Co.

Consumer Cyclical
270
+ 5.98%
$175.8 - $260.8 $47.5K - $70.4K
4.79K $973K
SPOT
Spotify Technology S.A.

Communication Services
102
+ 6.11%
$362.95 - $502.38 $37K - $51.2K
1.77K $792K
TRIN
Trinity Capital Inc.

Financial Services
10.9K
New
$13.11 - $14.87 $143K - $162K
10.9K $157K
MCK
Mckesson Corp

Healthcare
89
+ 6.48%
$482.27 - $628.5 $42.9K - $55.9K
1.46K $833K
JSML
Janus Detroit Str Tr Henderson

ETFs
2.03K
+ 5.53%
$63.67 - $73.6 $129K - $149K
38.6K $2.53M
GS
Goldman Sachs Group Inc

Financial Services
67
+ 6.14%
$486.1 - $608.57 $32.6K - $40.8K
1.16K $663K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.06K
+ 10.29%
$98.47 - $109.35 $202K - $225K
22K $2.17M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
96
+ 5.28%
$173.13 - $258.09 $16.6K - $24.8K
1.92K $441K
VUG
Vanguard Growth ETF

ETFs
147
+ 6.66%
$378.79 - $428.11 $55.7K - $62.9K
2.35K $966K
BX
Blackstone Inc.

Financial Services
188
+ 4.74%
$148.45 - $199.05 $27.9K - $37.4K
4.15K $715K
V
Visa Inc.

Financial Services
63
+ 3.08%
$273.87 - $320.91 $17.3K - $20.2K
2.11K $665K
GM
General Motors CO

Consumer Cyclical
1.09K
+ 22.81%
$44.82 - $60.2 $48.9K - $65.7K
5.87K $312K
WMB
Williams Companies, Inc.

Energy
568
+ 7.42%
$46.37 - $59.74 $26.3K - $33.9K
8.22K $444K
VDC
Vanguard Consumer Staples ETF

ETFs
633
+ 10.88%
$210.96 - $223.62 $134K - $142K
6.45K $1.36M
CMI
Cummins Inc

Industrials
127
+ 6.88%
$324.93 - $383.42 $41.3K - $48.7K
1.97K $688K
Activity Summary
Buys All Purchases 124 New Holdings 15 Increased Positions 109 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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