Colonial River Wealth Management, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $205 Million distributed in 205 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.5M, Nvidia Corp with a value of $12M, Amazon Com Inc with a value of $7.13M, Vanguard Total Stock Market Et with a value of $4.99M, and Invesco Exchange Traded Fd Tr with a value of $4.98M.
Examining the 13F form we can see an increase of $4.15M in the current position value, from $201M to 205M.
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
$205 Million
ETFs: $69.4 Million
Technology: $43.6 Million
Financial Services: $19.3 Million
Consumer Cyclical: $17.1 Million
Communication Services: $12.5 Million
Healthcare: $10.1 Million
Consumer Defensive: $9.78 Million
Industrials: $9.38 Million
Other: $13.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
