$159 Million is the total value of Colonial River Wealth Management, LLC's 184 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-25
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 | 2024-05-10 |
| 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 |
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.