Colonial River Wealth Management, LLC Sells in Q3 2025

Colonial River Wealth Management, LLC

  • $246 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HTGC
Hercules Capital, Inc.

Financial Services
-850
- 5.24%
$18.34 - $19.53 $15.6K - $16.6K
15.4K $290K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
-725
- 4.8%
$5.43 - $6.23 $3.94K - $4.52K
14.4K $86K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-675
- 3.51%
$11.84 - $13.45 $7.99K - $9.08K
18.6K $235K
ALLY
Ally Financial Inc.

Financial Services
-152
- 2.38%
$36.95 - $44.58 $5.62K - $6.78K
6.25K $244K
MCD
Mcdonalds Corp

Consumer Cyclical
-80
- 4.48%
$291.67 - $316.99 $23.3K - $25.4K
1.7K $517K
OMF
One Main Holdings, Inc.

Financial Services
-26
- 0.7%
$55.61 - $62.61 $1.45K - $1.63K
3.68K $207K
SOXX
Ishares Semiconductor ETF

ETFs
-192
- 12.61%
$236.93 - $271.12 $45.5K - $52.1K
1.33K $360K
VIG
Vanguard Dividend Appreciation

ETFs
-20
- 1.74%
N/A
1.13K $205K
BSM
Black Stone Minerals, L.P.

Energy
-220
- 1.15%
$11.92 - $13.41 $2.62K - $2.95K
18.8K $247K
XLE
Energy Sector Spdr

ETFs
-671
- 5.12%
$84.25 - $91.99 $56.5K - $61.7K
12.4K $1.11M
Liberty Media Corp Del
-45
- 0.84%
N/A
5.29K $0
Newsmax Inc
-18
- 0.09%
N/A
19.1K $0
Celestica Inc
-101
- 6.42%
N/A
1.47K $0
Tko Group Holdings Inc
-124
- 8.4%
N/A
1.35K $0
HEIA
Heico Crp Cl A
-583
- 12.74%
N/A
3.99K $0
Invesco Exch Traded Fd Tr Ii
-22.6K
- 17.71%
N/A
105K $0
MRK
Merck & Co., Inc.

Healthcare
-178
- 5.43%
$77.6 - $87.37 $13.8K - $15.6K
3.1K $260K
EPD
Enterprise Products Partners L.P.

Energy
-77
- 0.54%
$30.74 - $32.14 $2.37K - $2.47K
14.3K $446K
SO
Southern CO

Utilities
-49
- 1.92%
$90.83 - $96.0 $4.45K - $4.7K
2.5K $237K
XLU
Utilities Sector Spdr

ETFs
-143
- 4.89%
$81.14 - $87.32 $11.6K - $12.5K
2.78K $242K
QLC
Flexshares Tr Us Quality Large

ETFs
-235
- 6.42%
$71.04 - $78.06 $16.7K - $18.3K
3.42K $266K
CVX
Chevron Corp

Energy
-135
- 6.07%
$145.57 - $161.83 $19.7K - $21.8K
2.09K $324K
ETN
Eaton Corp PLC

Industrials
-72
- 3.74%
$342.99 - $392.76 $24.7K - $28.3K
1.85K $692K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.76K
- 5.11%
$53.81 - $57.52 $94.7K - $101K
32.7K $1.88M
GLD
Spdr Gold Trust

ETFs
-85
- 11.47%
$300.96 - $355.47 $25.6K - $30.2K
656 $233K
CAT
Caterpillar Inc

Industrials
-109
- 15.27%
$390.92 - $477.15 $42.6K - $52K
605 $288K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-292
- 2.91%
$39.8 - $42.86 $11.6K - $12.5K
9.75K $417K
ABR
Arbor Realty Trust Inc

Real Estate
-520
- 4.3%
$10.7 - $12.21 $5.56K - $6.35K
11.6K $141K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-367
- 4.71%
$74.93 - $80.73 $27.5K - $29.6K
7.42K $598K
SPYG
Spdr Portfolio

ETFs
-369
- 6.23%
$94.33 - $105.31 $34.8K - $38.9K
5.56K $580K
MAIN
Main Street Capital Corp

Financial Services
-62
- 1.28%
$59.28 - $67.54 $3.68K - $4.19K
4.79K $304K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-39
- 1.62%
$108.46 - $120.63 $4.23K - $4.7K
2.37K $281K
F
Ford Motor CO

Consumer Cyclical
-1.26K
- 4.06%
$10.82 - $12.09 $13.7K - $15.3K
29.8K $356K
VTV
Vanguard Value ETF

ETFs
-8
- 0.37%
$175.51 - $186.57 $1.4K - $1.49K
2.15K $400K
PICK
Ishares Inc Msci Global Select

ETFs
-355
- 6.66%
$37.92 - $44.52 $13.5K - $15.8K
4.97K $221K
AMAT
Applied Materials Inc

Technology
-12
- 1.09%
$156.25 - $204.95 $1.88K - $2.46K
1.09K $223K
XOM
Exxon Mobil Corp

Energy
-680
- 3.39%
$105.83 - $117.22 $72K - $79.7K
19.4K $2.18M
TFC
Truist Financial Corp

Financial Services
-9
- 0.1%
$42.83 - $47.07 $385 - $424
8.89K $406K
KSS
Kohls Corp

Consumer Cyclical
-6.01K
- 34.83%
$9.02 - $17.38 $54.2K - $104K
11.2K $172K
ALL
Allstate Corp

Financial Services
-37
- 1.43%
$192.0 - $214.65 $7.1K - $7.94K
2.54K $545K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-157
- 2.15%
$72.65 - $78.68 $11.4K - $12.4K
7.13K $558K
SPY
Spdr S&P 500 ETF Trust

ETFs
-13
- 1.56%
$617.65 - $666.84 $8.03K - $8.67K
819 $545K
EME
Emcor Group, Inc.

Industrials
-18
- 4.83%
$530.88 - $655.83 $9.56K - $11.8K
355 $230K
PFE
Pfizer Inc

Healthcare
-70
- 0.27%
$23.29 - $25.88 $1.63K - $1.81K
26.3K $669K
AMD
Advanced Micro Devices Inc

Technology
-25
- 1.35%
$134.8 - $184.42 $3.37K - $4.61K
1.82K $294K
HD
Home Depot, Inc.

Consumer Cyclical
-177
- 6.34%
$357.4 - $423.42 $63.3K - $74.9K
2.61K $1.06M
JNJ
Johnson & Johnson

Healthcare
-357
- 10.23%
$155.17 - $185.42 $55.4K - $66.2K
3.13K $580K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-604
- 2.96%
$42.26 - $47.16 $25.5K - $28.5K
19.8K $915K
URI
United Rentals, Inc.

Industrials
-31
- 7.45%
$774.14 - $975.23 $24K - $30.2K
385 $367K
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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