$140 Million is the total value of Colonial River Wealth Management, LLC's 151 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 19.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $6,731,000 | +12.2% | 49,143 | +0.0% | 4.81% | -0.7% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $5,827,000 | +8.3% | 16,441 | -2.5% | 4.16% | -4.1% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $4,063,000 | +22.0% | 75,421 | +11.1% | 2.90% | +8.0% |
| CZA | Buy | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $3,894,000 | +7.1% | 43,310 | +0.3% | 2.78% | -5.2% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $3,728,000 | +11.3% | 84,834 | +7.0% | 2.66% | -1.6% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $3,644,000 | +11.8% | 24,677 | +0.6% | 2.60% | -1.0% |
| MSFT | Buy | MICROSOFT CORP | $3,077,000 | +15.1% | 11,358 | +0.2% | 2.20% | +1.9% |
| D | Buy | DOMINION ENERGY INC | $2,829,000 | -0.0% | 38,450 | +3.2% | 2.02% | -11.6% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $2,826,000 | +14.3% | 71,460 | +9.6% | 2.02% | +1.2% |
| SLY | Buy | SPDR SER TRs&p 600 sml cap | $2,795,000 | +4.4% | 28,600 | +0.4% | 2.00% | -7.6% |
| AMZN | Buy | AMAZON COM INC | $2,604,000 | +11.8% | 757 | +0.5% | 1.86% | -1.1% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,476,000 | +6.0% | 11,113 | -1.6% | 1.77% | -6.2% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $2,474,000 | +16.8% | 1,013 | -1.4% | 1.77% | +3.4% |
| SDY | Buy | SPDR SER TRs&p divid etf | $2,473,000 | +10.0% | 20,228 | +6.2% | 1.77% | -2.7% |
| NVDA | Sell | NVIDIA CORPORATION | $2,472,000 | +45.3% | 3,089 | -3.0% | 1.76% | +28.6% |
| QYLD | Sell | GLOBAL X FDSnasdaq 100 cover | $2,447,000 | -1.5% | 109,080 | -0.9% | 1.75% | -12.8% |
| BA | Sell | BOEING CO | $2,282,000 | -7.7% | 9,525 | -1.9% | 1.63% | -18.3% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $2,192,000 | +39.6% | 15,039 | +25.7% | 1.57% | +23.6% |
| SPHY | Sell | SPDR SER TRportfli high yld | $1,931,000 | +0.9% | 71,797 | -0.4% | 1.38% | -10.7% |
| GLD | Buy | WORLD GOLD TRspdr gld minis | $1,906,000 | +539.6% | 93,049 | +4886.5% | 1.36% | +464.7% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,835,000 | +31.8% | 30,128 | +25.9% | 1.31% | +16.7% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,820,000 | +12.2% | 28,790 | +13.7% | 1.30% | -0.7% |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $1,807,000 | +5.3% | 54,449 | +3.8% | 1.29% | -6.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,796,000 | -2.4% | 32,059 | +1.3% | 1.28% | -13.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,695,000 | +1.3% | 10,288 | +1.0% | 1.21% | -10.4% |
| AGGY | Buy | WISDOMTREE TRyield enhancd us | $1,575,000 | +17.6% | 30,165 | +15.3% | 1.12% | +4.1% |
| FB | Sell | FACEBOOK INCcl a | $1,500,000 | +16.8% | 4,314 | -1.1% | 1.07% | +3.4% |
| PIE | Sell | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $1,487,000 | +11.5% | 54,386 | -2.1% | 1.06% | -1.4% |
| T | Sell | AT&T INC | $1,471,000 | -6.2% | 51,114 | -1.4% | 1.05% | -17.0% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,394,000 | +12.2% | 4,042 | +7.5% | 1.00% | -0.6% |
| HD | Buy | HOME DEPOT INC | $1,378,000 | +5.7% | 4,322 | +1.1% | 0.98% | -6.5% |
| XOM | Buy | EXXON MOBIL CORP | $1,291,000 | +13.0% | 20,461 | +0.0% | 0.92% | 0.0% |
| PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $1,255,000 | +11.2% | 65,059 | +8.8% | 0.90% | -1.6% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $1,238,000 | +29.5% | 33,652 | +24.4% | 0.88% | +14.5% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $1,231,000 | +16.0% | 27,771 | +3.4% | 0.88% | +2.7% |
| FMB | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,188,000 | – | 57,668 | +100.0% | 0.85% | – |
| DVOL | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $1,075,000 | – | 14,229 | +100.0% | 0.77% | – |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,035,000 | +2.9% | 3,852 | -0.3% | 0.74% | -9.0% |
| PDP | Buy | INVESCO EXCHANGE TRADED FD Tdwa momentum | $1,001,000 | +6.2% | 11,174 | +0.9% | 0.72% | -6.0% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $1,001,000 | -11.0% | 20,683 | -11.3% | 0.72% | -21.3% |
| TSLA | Sell | TESLA INC | $990,000 | +0.7% | 1,456 | -1.1% | 0.71% | -10.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $972,000 | +8.0% | 6,249 | +5.7% | 0.69% | -4.4% |
| CRM | Buy | SALESFORCE COM INC | $900,000 | +17.3% | 3,686 | +1.8% | 0.64% | +3.9% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $868,000 | +98.2% | 6,890 | +83.4% | 0.62% | +75.1% |
| XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $854,000 | -7.8% | 9,970 | -9.8% | 0.61% | -18.3% |
| MCD | Buy | MCDONALDS CORP | $854,000 | +12.2% | 3,695 | +8.9% | 0.61% | -0.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $839,000 | -1.4% | 6,217 | -1.1% | 0.60% | -12.8% |
| DIS | Buy | DISNEY WALT CO | $830,000 | -3.8% | 4,723 | +0.9% | 0.59% | -14.9% |
| PM | Buy | PHILIP MORRIS INTL INC | $827,000 | +13.8% | 8,347 | +1.9% | 0.59% | +0.7% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $823,000 | -17.3% | 10,017 | -17.3% | 0.59% | -26.8% |
| PDN | Buy | INVESCO EXCH TRADED FD TR IIftse rafi sml | $816,000 | +12.1% | 21,333 | +7.2% | 0.58% | -0.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $801,000 | +5.4% | 7,087 | +1.3% | 0.57% | -6.7% |
| WMT | Buy | WALMART INC | $796,000 | +8.4% | 5,647 | +4.5% | 0.57% | -3.9% |
| PEP | Buy | PEPSICO INC | $757,000 | +8.5% | 5,111 | +3.6% | 0.54% | -3.9% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $758,000 | +4.7% | 1,892 | -2.7% | 0.54% | -7.4% |
| BX | Buy | BLACKSTONE GROUP INC | $715,000 | +33.6% | 7,356 | +2.5% | 0.51% | +18.3% |
| ANTM | Buy | ANTHEM INC | $708,000 | +6.5% | 1,855 | +0.1% | 0.51% | -5.8% |
| LMT | Buy | LOCKHEED MARTIN CORP | $695,000 | +3.0% | 1,836 | +0.5% | 0.50% | -9.0% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $657,000 | +8.8% | 6,508 | -2.1% | 0.47% | -3.7% |
| SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $653,000 | +8.1% | 14,806 | +5.0% | 0.47% | -4.3% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $622,000 | -2.4% | 4,528 | -6.5% | 0.44% | -13.6% |
| TFC | Sell | TRUIST FINL CORP | $607,000 | -5.3% | 10,928 | -0.5% | 0.43% | -16.1% |
| INTC | Buy | INTEL CORP | $603,000 | -11.6% | 10,736 | +0.7% | 0.43% | -21.6% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $600,000 | +8.9% | 8,984 | +2.9% | 0.43% | -3.6% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $581,000 | -6.1% | 5,698 | -6.2% | 0.42% | -17.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $581,000 | +13.5% | 1,468 | +1.0% | 0.42% | +0.5% |
| ROUS | Buy | LATTICE STRATEGIES TRhartford us eqty | $576,000 | +14.7% | 14,334 | +7.7% | 0.41% | +1.5% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $572,000 | +10.0% | 2,997 | +1.1% | 0.41% | -2.6% |
| SHEN | SHENANDOAH TELECOMMUNICATION | $553,000 | -0.7% | 11,403 | 0.0% | 0.40% | -12.2% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $541,000 | +0.4% | 5,479 | -1.8% | 0.39% | -11.3% |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $537,000 | – | 1,871 | +100.0% | 0.38% | – |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $536,000 | +3.3% | 60,363 | 0.0% | 0.38% | -8.6% | |
| FLN | Buy | FIRST TR EXCH TRD ALPHDX FDlatin amer alp | $534,000 | +12.4% | 26,474 | +1.0% | 0.38% | -0.5% |
| SBUX | Sell | STARBUCKS CORP | $532,000 | -4.5% | 4,756 | -6.7% | 0.38% | -15.6% |
| MO | Sell | ALTRIA GROUP INC | $531,000 | -7.0% | 11,133 | -0.3% | 0.38% | -17.8% |
| KO | Buy | COCA COLA CO | $516,000 | +4.9% | 9,532 | +2.2% | 0.37% | -7.1% |
| AGG | Buy | ISHARES TRcore us aggbd et | $514,000 | +8.9% | 4,459 | +7.6% | 0.37% | -3.7% |
| QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $509,000 | +6.0% | 7,356 | +5.2% | 0.36% | -5.9% |
| ROST | Sell | ROSS STORES INC | $497,000 | +0.6% | 4,005 | -2.9% | 0.36% | -11.0% |
| CSCO | Buy | CISCO SYS INC | $495,000 | +2.7% | 9,339 | +0.2% | 0.35% | -9.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $494,000 | +6.0% | 7,371 | +1.8% | 0.35% | -6.1% |
| CVX | Buy | CHEVRON CORP NEW | $493,000 | +4.4% | 4,707 | +4.5% | 0.35% | -7.6% |
| PFE | Buy | PFIZER INC | $480,000 | +11.1% | 12,266 | +2.8% | 0.34% | -1.7% |
| BAC | Buy | BK OF AMERICA CORP | $445,000 | +10.7% | 10,796 | +3.8% | 0.32% | -1.9% |
| WM | Buy | WASTE MGMT INC DEL | $438,000 | +13.5% | 3,124 | +4.3% | 0.31% | +0.3% |
| AUB | ATLANTIC UN BANKSHARES CORP | $434,000 | -5.4% | 11,976 | 0.0% | 0.31% | -16.2% | |
| TTD | New | THE TRADE DESK INC | $432,000 | – | 5,580 | +100.0% | 0.31% | – |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $429,000 | +20.8% | 2,065 | -1.2% | 0.31% | +6.6% |
| SPTM | New | SPDR SER TRportfoli s&p1500 | $422,000 | – | 7,961 | +100.0% | 0.30% | – |
| ARKK | Buy | ARK ETF TRinnovation etf | $418,000 | +53.7% | 3,193 | +40.5% | 0.30% | +35.9% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $414,000 | +7.0% | 1,824 | +7.0% | 0.30% | -5.1% |
| ESGU | Buy | ISHARES TResg awr msci usa | $402,000 | +16.2% | 4,080 | +7.3% | 0.29% | +2.9% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $401,000 | +37.3% | 9,523 | +32.7% | 0.29% | +21.2% |
| ABBV | Buy | ABBVIE INC | $389,000 | +6.6% | 3,450 | +2.4% | 0.28% | -5.8% |
| PINS | Sell | PINTEREST INCcl a | $388,000 | -5.4% | 4,912 | -11.4% | 0.28% | -16.3% |
| ROKU | New | ROKU INC | $388,000 | – | 845 | +100.0% | 0.28% | – |
| CMI | Sell | CUMMINS INC | $369,000 | -6.6% | 1,514 | -0.7% | 0.26% | -17.2% |
| CINF | CINCINNATI FINL CORP | $365,000 | +13.4% | 3,127 | 0.0% | 0.26% | +0.4% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $360,000 | +5.6% | 4,813 | +1.7% | 0.26% | -6.5% |
| IXN | Sell | ISHARES TRglobal tech etf | $354,000 | +2.3% | 1,050 | -6.7% | 0.25% | -9.3% |
| AGNC | Sell | AGNC INVT CORP | $350,000 | -0.8% | 20,729 | -1.6% | 0.25% | -12.3% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $349,000 | +23.8% | 876 | +11.5% | 0.25% | +9.2% |
| SHOP | New | SHOPIFY INCcl a | $348,000 | – | 238 | +100.0% | 0.25% | – |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $345,000 | +45.0% | 4,018 | +43.2% | 0.25% | +28.1% |
| CAT | Sell | CATERPILLAR INC | $344,000 | -6.3% | 1,580 | -0.1% | 0.25% | -16.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $343,000 | +11.4% | 2,337 | +1.0% | 0.24% | -1.6% |
| FSLY | New | FASTLY INCcl a | $329,000 | – | 5,521 | +100.0% | 0.24% | – |
| IWM | Sell | ISHARES TRrussell 2000 etf | $328,000 | -3.2% | 1,430 | -6.7% | 0.23% | -14.6% |
| PYPL | Buy | PAYPAL HLDGS INC | $326,000 | +21.2% | 1,118 | +0.8% | 0.23% | +7.4% |
| EOG | Sell | EOG RES INC | $326,000 | +14.8% | 3,912 | -0.2% | 0.23% | +1.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $324,000 | +3.2% | 758 | -4.3% | 0.23% | -8.7% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $318,000 | +3.6% | 4,421 | -0.8% | 0.23% | -8.5% |
| MTUM | ISHARES TRmsci usa mmentm | $316,000 | +7.8% | 1,821 | 0.0% | 0.23% | -4.2% | |
| ESTC | New | ELASTIC N V | $315,000 | – | 2,163 | +100.0% | 0.22% | – |
| JBLU | JETBLUE AWYS CORP | $314,000 | -17.6% | 18,710 | 0.0% | 0.22% | -27.3% | |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $307,000 | +3.7% | 1,243 | -3.9% | 0.22% | -8.4% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $304,000 | +11.8% | 2,285 | +2.2% | 0.22% | -1.4% |
| CLX | Buy | CLOROX CO DEL | $301,000 | -5.9% | 1,673 | +0.9% | 0.22% | -16.7% |
| FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $300,000 | -8.0% | 2,561 | -14.5% | 0.21% | -18.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $298,000 | +16.0% | 119 | -4.0% | 0.21% | +2.9% |
| NVTA | Buy | INVITAE CORP | $296,000 | +1.4% | 8,787 | +15.1% | 0.21% | -10.6% |
| MRK | Buy | MERCK & CO. INC | $295,000 | +13.0% | 3,792 | +11.8% | 0.21% | 0.0% |
| VOO | Sell | VANGUARD INDEX FDS | $288,000 | +5.1% | 733 | -2.7% | 0.21% | -6.8% |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $286,000 | – | 2,798 | +100.0% | 0.20% | – |
| NOC | NORTHROP GRUMMAN CORP | $283,000 | +12.3% | 780 | 0.0% | 0.20% | -0.5% | |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $277,000 | +6.1% | 1,021 | -5.0% | 0.20% | -6.2% |
| SO | Sell | SOUTHERN CO | $276,000 | -3.5% | 4,564 | -0.7% | 0.20% | -14.7% |
| LOW | Buy | LOWES COS INC | $275,000 | +7.4% | 1,416 | +5.4% | 0.20% | -5.3% |
| FERG | Sell | FERGUSON PLC NEW | $275,000 | +12.2% | 1,974 | -3.4% | 0.20% | -1.0% |
| TDOC | New | TELADOC HEALTH INC | $271,000 | – | 1,629 | +100.0% | 0.19% | – |
| VCR | VANGUARD WORLD FDSconsum dis etf | $268,000 | +5.9% | 855 | 0.0% | 0.19% | -6.4% | |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $259,000 | +7.5% | 1,148 | +2.0% | 0.18% | -5.1% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $256,000 | +7.6% | 3,895 | +2.8% | 0.18% | -4.7% |
| VO | New | VANGUARD INDEX FDSmid cap etf | $252,000 | – | 1,062 | +100.0% | 0.18% | – |
| PFFD | New | GLOBAL X FDSus pfd etf | $251,000 | – | 9,582 | +100.0% | 0.18% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $249,000 | +15.3% | 896 | +5.9% | 0.18% | +2.3% |
| NEE | Buy | NEXTERA ENERGY INC | $244,000 | -0.8% | 3,334 | +2.6% | 0.17% | -12.6% |
| V | Buy | VISA INC | $237,000 | +13.9% | 1,013 | +2.9% | 0.17% | +0.6% |
| NKE | New | NIKE INCcl b | $228,000 | – | 1,479 | +100.0% | 0.16% | – |
| TGT | New | TARGET CORP | $228,000 | – | 942 | +100.0% | 0.16% | – |
| SQ | Buy | SQUARE INCcl a | $227,000 | +9.7% | 932 | +2.3% | 0.16% | -3.0% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $216,000 | – | 2,531 | +100.0% | 0.15% | – |
| ABT | New | ABBOTT LABS | $216,000 | – | 1,860 | +100.0% | 0.15% | – |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $213,000 | +6.5% | 1,193 | +0.1% | 0.15% | -5.6% |
| AFL | New | AFLAC INC | $209,000 | – | 3,888 | +100.0% | 0.15% | – |
| DSI | New | ISHARES TRmsci kld400 soc | $207,000 | – | 2,498 | +100.0% | 0.15% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $202,000 | – | 534 | +100.0% | 0.14% | – |
| DFS | New | DISCOVER FINL SVCS | $202,000 | – | 1,705 | +100.0% | 0.14% | – |
| GE | Sell | GENERAL ELECTRIC CO | $186,000 | +2.2% | 13,812 | -0.3% | 0.13% | -9.5% |
| F | Sell | FORD MTR CO DEL | $151,000 | +7.9% | 10,177 | -10.7% | 0.11% | -4.4% |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -924 | -100.0% | -0.16% | – |
| SMH | Exit | VANECK VECTORS ETF TRsemiconductor et | $0 | – | -868 | -100.0% | -0.17% | – |
| FTCS | Exit | FIRST TR EXCHANGE-TRADED FDcap strength etf | $0 | – | -14,078 | -100.0% | -0.80% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -55,767 | -100.0% | -0.91% | – |
| GLDM | Exit | WORLD GOLD TRspdr gld minis | $0 | – | -85,496 | -100.0% | -1.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 12 | Q3 2023 | 5.5% |
| MICROSOFT CORP | 12 | Q3 2023 | 2.6% |
| AMAZON.COM INC | 12 | Q3 2023 | 1.9% |
| NVIDIA CORPORATION | 12 | Q3 2023 | 1.8% |
| HOME DEPOT INC | 12 | Q3 2023 | 1.6% |
| SPDR S&P 500 ETF TR | 12 | Q3 2023 | 7.0% |
| TESLA INC | 12 | Q3 2023 | 1.8% |
| BOEING COMPANY | 12 | Q3 2023 | 2.0% |
| JPMORGAN CHASE & CO | 12 | Q3 2023 | 1.3% |
| COSTCO WHSL CORP NEW | 12 | Q3 2023 | 1.6% |
View Colonial River Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-02-15 |
| 13F-HR | 2021-10-25 |
View Colonial River Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.