Colonial River Wealth Management, LLC Purchases in Q3 2025

Colonial River Wealth Management, LLC

  • $246 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
1.85K
+ 66.75%
$79.24 - $89.03 $147K - $165K
4.63K $412K
BSX
Boston Scientific Corp

Healthcare
2.27K
+ 58.13%
$97.03 - $108.14 $221K - $246K
6.19K $603K
TMO
Thermo Fisher Scientific Inc.

Healthcare
55
+ 3.32%
$404.94 - $499.99 $22.3K - $27.5K
1.71K $830K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.42K
+ 51.1%
$94.17 - $99.95 $134K - $142K
4.2K $419K
BAC
Bank Of America Corp

Financial Services
273
+ 0.9%
$44.92 - $52.42 $12.3K - $14.3K
30.6K $1.58M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.74K
+ 31.07%
$50.53 - $50.82 $138K - $139K
11.5K $586K
IVV
Ishares Core S&P 500 ETF

ETFs
58
+ 2.99%
$620.67 - $670.08 $36K - $38.9K
2K $1.34M
UNH
Unitedhealth Group Inc

Healthcare
60
+ 1.83%
$237.77 - $353.61 $14.3K - $21.2K
3.34K $1.15M
GS
Goldman Sachs Group Inc

Financial Services
31
+ 2.65%
$696.56 - $806.32 $21.6K - $25K
1.2K $957K
VGT
Vanguard Information Technolog

ETFs
89
+ 18.54%
$656.44 - $753.15 $58.4K - $67K
569 $424K
NOC
Northrop Grumman Corp

Industrials
3
+ 0.35%
$498.9 - $609.32 $1.5K - $1.83K
857 $522K
NEE
Nextera Energy Inc

Utilities
677
+ 9.17%
$69.77 - $77.54 $47.2K - $52.5K
8.06K $608K
MCK
Mckesson Corp

Healthcare
89
+ 13.97%
$659.01 - $772.54 $58.7K - $68.8K
726 $560K
GILD
Gilead Sciences, Inc.

Healthcare
708
+ 21.45%
$108.22 - $120.47 $76.6K - $85.3K
4.01K $444K
AZN
Astrazeneca PLC

Healthcare
588
+ 12.52%
$68.72 - $82.11 $40.4K - $48.3K
5.28K $405K
SNY
Sanofi

Healthcare
1.79K
+ 20.77%
$45.07 - $51.35 $80.6K - $91.9K
10.4K $491K
COP
Conocophillips

Energy
518
+ 9.9%
$91.0 - $98.99 $47.1K - $51.3K
5.75K $543K
PPL
Ppl Corp

Utilities
1.06K
+ 10.62%
$33.54 - $37.24 $35.6K - $39.5K
11K $410K
NXPI
Nxp Semiconductors N.V.

Technology
217
+ 10.29%
$205.16 - $239.07 $44.5K - $51.9K
2.33K $529K
AIG
American International Group, Inc.

Financial Services
1.4K
+ 24.13%
$76.34 - $85.87 $107K - $120K
7.22K $566K
SPOT
Spotify Technology S.A.

Communication Services
256
+ 15.75%
$620.01 - $738.53 $159K - $189K
1.88K $1.31M
TMUS
T Mobile Us, Inc.

Communication Services
250
+ 13.23%
$226.02 - $259.01 $56.5K - $64.8K
2.14K $512K
HWM
Howmet Aerospace Inc.

Industrials
214
+ 14.01%
$171.0 - $196.23 $36.6K - $42K
1.74K $341K
LUV
Southwest Airlines CO

Industrials
1.95K
+ 13.58%
$29.06 - $37.7 $56.6K - $73.4K
16.3K $519K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.19K
+ 12.56%
$45.54 - $48.43 $54.2K - $57.6K
10.7K $497K
FDX
Fedex Corp

Industrials
149
+ 8.37%
$217.1 - $243.2 $32.3K - $36.2K
1.93K $455K
IR
Ingersoll Rand Inc.

Industrials
615
+ 14.0%
$74.98 - $89.02 $46.1K - $54.7K
5.01K $413K
T
At&T Inc.

Communication Services
2.26K
+ 9.22%
$26.94 - $29.62 $60.8K - $66.9K
26.7K $755K
QCOM
Qualcomm Inc

Technology
124
+ 3.84%
$145.84 - $173.55 $18.1K - $21.5K
3.35K $557K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.36%
$567.77 - $614.76 $1.7K - $1.84K
839 $513K
ADP
Automatic Data Processing Inc

Industrials
162
+ 22.75%
$288.69 - $310.94 $46.8K - $50.4K
874 $256K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
36
+ 8.04%
$534.91 - $598.71 $19.3K - $21.6K
484 $272K
EMN
Eastman Chemical CO

Basic Materials
1.05K
+ 39.06%
$58.79 - $81.56 $61.6K - $85.5K
3.73K $235K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
179
+ 8.49%
$259.44 - $278.65 $46.4K - $49.9K
2.29K $593K
WM
Waste Management Inc

Industrials
185
+ 13.15%
$213.88 - $237.1 $39.6K - $43.9K
1.59K $351K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
864
+ 24.78%
$93.1 - $110.49 $80.4K - $95.5K
4.35K $405K
SCHW
Schwab Charles Corp

Financial Services
104
+ 2.34%
$91.03 - $98.69 $9.47K - $10.3K
4.55K $434K
LMT
Lockheed Martin Corp

Industrials
5
+ 0.68%
$410.74 - $499.21 $2.05K - $2.5K
739 $368K
HSY
Hershey CO

Consumer Defensive
3
+ 0.23%
$161.95 - $193.45 $486 - $580
1.34K $249K
VPU
Vanguard Utilities ETF

ETFs
25
+ 1.68%
$175.25 - $189.41 $4.38K - $4.74K
1.51K $286K
JCI
Johnson Controls International PLC

Industrials
69
+ 2.15%
$103.24 - $111.73 $7.12K - $7.71K
3.29K $361K
CTVA
Corteva, Inc.

Basic Materials
636
+ 16.25%
$67.08 - $77.12 $42.7K - $49K
4.55K $307K
DUK
Duke Energy Corp

Utilities
7
+ 0.3%
$116.31 - $125.93 $814 - $882
2.38K $294K
AXON
Axon Enterprise, Inc.

Industrials
67
+ 21.34%
$698.02 - $870.97 $46.8K - $58.4K
381 $273K
KO
Coca Cola CO

Consumer Defensive
778
+ 6.63%
$65.67 - $71.67 $51.1K - $55.8K
12.5K $829K
Invesco Actively Managed Exc
7.1K
+ 8.07%
N/A
95.1K $0
Abivax Sa
4.35K
New
N/A
4.35K $0
The Alger ETF Trust
59.3K
New
N/A
59.3K $0
CHTR
Charter Communications, Inc.

Communication Services
244
+ 48.61%
$256.57 - $418.22 $62.6K - $102K
746 $205K
Activity Summary
Buys All Purchases 113 New Holdings 33 Increased Positions 80 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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