Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Colonial River Wealth Management, Llc > Profile

Instuitional Investor - Colonial River Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Colonial River Wealth Management, Llc
Portfolio Value $351,534,844
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 105,789 $21,167,227 6.02%
2.
Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM
 99,908 $16,139,075 4.59%
3.
Apple Inc.
 AAPL 45,722 $13,230,070 3.76%
4.
Microsoft Corp
 MSFT 29,071 $10,844,097 3.08%
5.
Putnam Etf Trust
 173,578 $8,843,819 2.52%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.