Colonial River Wealth Management, LLC Diversified Active

CIK: 0001845859 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 10, 2024

Total Value ($000): $177,039 (100.0% shares, 0.0% debt)

Holdings (170)

AAPL APPLE INC 7.1%
Value ($000) $12,643 Shares 73,731 Est. Cost $159.66 Unrealized +12.9%
MSFT MICROSOFT CORP 5.2%
Value ($000) $9,187 Shares 21,835 Est. Cost $303.18 Unrealized +31.7%
NVDA NVIDIA CORPORATION 4.1%
Value ($000) $7,294 Shares 8,072 Est. Cost $28.04 Unrealized +158.4%
AMZN AMAZON COM INC 3.1%
Value ($000) $5,508 Shares 30,538 Est. Cost $149.24 Unrealized +11.8%
IVV ISHARES TR 3.0%
Value ($000) $5,289 Shares 10,061 Est. Cost $499.73 Unrealized
GOOGL ALPHABET INC 2.5%
Value ($000) $4,354 Shares 28,848 Est. Cost $125.11 Unrealized +13.5%
VTI VANGUARD INDEX FDS 2.0%
Value ($000) $3,623 Shares 13,941 Est. Cost $256.29 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 2.0%
Value ($000) $3,485 Shares 19,076 Est. Cost $157.13 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 1.8%
Value ($000) $3,135 Shares 97,999 Est. Cost $30.22 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.7%
Value ($000) $3,074 Shares 73,267 Est. Cost $33.60 Unrealized +6.9%
D DOMINION ENERGY INC 1.6%
Value ($000) $2,828 Shares 57,488 Est. Cost $50.39 Unrealized -15.4%
META META PLATFORMS INC 1.6%
Value ($000) $2,805 Shares 5,777 Est. Cost $331.72 Unrealized +33.6%
XMHQ INVESCO EXCHANGE TRADED FD T 1.5%
Value ($000) $2,693 Shares 24,471 Est. Cost $89.89 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 1.5%
Value ($000) $2,651 Shares 92,036 Est. Cost $27.26 Unrealized
XLE SELECT SECTOR SPDR TR 1.5%
Value ($000) $2,645 Shares 28,014 Est. Cost $64.66 Unrealized
XLV SELECT SECTOR SPDR TR 1.4%
Value ($000) $2,532 Shares 17,136 Est. Cost $134.94 Unrealized
IDV ISHARES TR 1.4%
Value ($000) $2,503 Shares 89,264 Est. Cost $28.04 Unrealized
XOM EXXON MOBIL CORP 1.3%
Value ($000) $2,345 Shares 20,176 Est. Cost $71.26 Unrealized +37.6%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $2,189 Shares 2,988 Est. Cost $523.93 Unrealized +34.9%
TSLA TESLA INC 1.2%
Value ($000) $2,097 Shares 11,927 Est. Cost $225.71 Unrealized -13.4%
JSML JANUS DETROIT STR TR 1.2%
Value ($000) $2,091 Shares 34,570 Est. Cost $60.48 Unrealized
PEP PEPSICO INC 1.2%
Value ($000) $2,082 Shares 11,895 Est. Cost $157.25 Unrealized +0.0%
IWY ISHARES TR 1.2%
Value ($000) $2,047 Shares 10,493 Est. Cost $175.22 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 1.1%
Value ($000) $2,017 Shares 36,519 Est. Cost $51.52 Unrealized
XLK SELECT SECTOR SPDR TR 1.1%
Value ($000) $1,945 Shares 9,340 Est. Cost $180.71 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $1,858 Shares 11,744 Est. Cost $150.17 Unrealized +0.0%
PEY INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $1,668 Shares 80,761 Est. Cost $20.65 Unrealized
QLV FLEXSHARES TR 0.9%
Value ($000) $1,633 Shares 26,790 Est. Cost $49.73 Unrealized
MO ALTRIA GROUP INC 0.9%
Value ($000) $1,590 Shares 36,460 Est. Cost $34.95 Unrealized +2.1%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $1,581 Shares 7,892 Est. Cost $139.54 Unrealized +24.4%
ABBV ABBVIE INC 0.9%
Value ($000) $1,573 Shares 8,640 Est. Cost $123.91 Unrealized +30.7%
HD HOME DEPOT INC 0.9%
Value ($000) $1,546 Shares 4,030 Est. Cost $284.08 Unrealized +22.7%
QQQ INVESCO QQQ TR 0.8%
Value ($000) $1,450 Shares 3,267 Est. Cost $382.90 Unrealized
CSCO CISCO SYS INC 0.8%
Value ($000) $1,398 Shares 28,005 Est. Cost $48.00 Unrealized -1.6%
AVGO BROADCOM INC 0.8%
Value ($000) $1,388 Shares 1,047 Est. Cost $113.08 Unrealized +7.2%
SPSM SPDR SER TR 0.8%
Value ($000) $1,382 Shares 32,103 Est. Cost $43.00 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.8%
Value ($000) $1,354 Shares 27,320 Est. Cost $41.82 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,286 Shares 7,928 Est. Cost $140.58 Unrealized +6.6%
TXN TEXAS INSTRS INC 0.7%
Value ($000) $1,254 Shares 7,199 Est. Cost $155.75 Unrealized +1.4%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $1,242 Shares 7,875 Est. Cost $135.13 Unrealized +2.9%
SPDW SPDR INDEX SHS FDS 0.7%
Value ($000) $1,230 Shares 34,321 Est. Cost $34.56 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $1,170 Shares 42,145 Est. Cost $31.22 Unrealized -21.0%
MDYG SPDR SER TR 0.7%
Value ($000) $1,164 Shares 13,334 Est. Cost $87.29 Unrealized
JXN JACKSON FINANCIAL INC 0.7%
Value ($000) $1,162 Shares 17,570 Est. Cost $29.71 Unrealized +70.5%
ISRG INTUITIVE SURGICAL INC 0.7%
Value ($000) $1,157 Shares 2,899 Est. Cost $377.87 Unrealized 0.0%
SPMO INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,148 Shares 14,312 Est. Cost $80.22 Unrealized
SBUX STARBUCKS CORP 0.6%
Value ($000) $1,128 Shares 12,341 Est. Cost $93.99 Unrealized -5.7%
ADBE ADOBE INC 0.6%
Value ($000) $1,125 Shares 2,229 Est. Cost $574.54 Unrealized -0.2%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,119 Shares 2,262 Est. Cost $457.95 Unrealized +6.8%
VDC VANGUARD WORLD FD 0.6%
Value ($000) $1,108 Shares 5,426 Est. Cost $196.95 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.6%
Value ($000) $1,081 Shares 5,987 Est. Cost $149.82 Unrealized +16.7%
MRK MERCK & CO INC 0.6%
Value ($000) $1,059 Shares 8,024 Est. Cost $81.18 Unrealized +42.6%
WMT WALMART INC 0.6%
Value ($000) $1,025 Shares 17,040 Est. Cost $52.72 Unrealized +6.3%
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $978 Shares 10,674 Est. Cost $81.49 Unrealized +4.2%
MCD MCDONALDS CORP 0.5%
Value ($000) $952 Shares 3,375 Est. Cost $246.64 Unrealized +12.7%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $937 Shares 21,622 Est. Cost $40.87 Unrealized -0.6%
NFLX NETFLIX INC 0.5%
Value ($000) $930 Shares 1,532 Est. Cost $47.76 Unrealized +18.1%
AMGN AMGEN INC 0.5%
Value ($000) $928 Shares 3,263 Est. Cost $255.49 Unrealized +8.1%
BAC BANK AMERICA CORP 0.5%
Value ($000) $915 Shares 24,140 Est. Cost $31.03 Unrealized +5.7%
XLP SELECT SECTOR SPDR TR 0.5%
Value ($000) $890 Shares 11,649 Est. Cost $67.79 Unrealized
T AT&T INC 0.5%
Value ($000) $876 Shares 49,746 Est. Cost $14.04 Unrealized +11.2%
QCOM QUALCOMM INC 0.5%
Value ($000) $841 Shares 4,970 Est. Cost $120.51 Unrealized +23.3%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $819 Shares 11,185 Est. Cost $72.07 Unrealized -0.1%
KO COCA COLA CO 0.4%
Value ($000) $763 Shares 12,466 Est. Cost $52.18 Unrealized +8.7%
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $758 Shares 2,202 Est. Cost $293.43 Unrealized
SPTM SPDR SER TR 0.4%
Value ($000) $757 Shares 11,807 Est. Cost $54.81 Unrealized
IRM IRON MTN INC DEL 0.4%
Value ($000) $742 Shares 9,246 Est. Cost $40.44 Unrealized +68.2%
SPYV SPDR SER TR 0.4%
Value ($000) $739 Shares 14,742 Est. Cost $43.85 Unrealized
INTU INTUIT 0.4%
Value ($000) $731 Shares 1,125 Est. Cost $631.25 Unrealized 0.0%
INTC INTEL CORP 0.4%
Value ($000) $674 Shares 15,267 Est. Cost $44.04 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $674 Shares 13,438 Est. Cost $46.97 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $674 Shares 6,627 Est. Cost $96.10 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $653 Shares 3,418 Est. Cost $138.19 Unrealized +24.9%
VDE VANGUARD WORLD FD 0.4%
Value ($000) $635 Shares 4,825 Est. Cost $120.48 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $620 Shares 3,805 Est. Cost $145.47 Unrealized
MTUM ISHARES TR 0.3%
Value ($000) $596 Shares 3,182 Est. Cost $187.35 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $590 Shares 8,218 Est. Cost $61.33 Unrealized +5.6%
BIL SPDR SER TR 0.3%
Value ($000) $571 Shares 6,215 Est. Cost $91.64 Unrealized
TMUS T-MOBILE US INC 0.3%
Value ($000) $551 Shares 3,375 Est. Cost $149.32 Unrealized +5.9%
ETN EATON CORP PLC 0.3%
Value ($000) $541 Shares 1,729 Est. Cost $136.05 Unrealized +96.7%
FLTR VANECK ETF TRUST 0.3%
Value ($000) $539 Shares 21,112 Est. Cost $24.92 Unrealized
BX BLACKSTONE INC 0.3%
Value ($000) $525 Shares 3,993 Est. Cost $106.03 Unrealized +12.0%
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $522 Shares 10,406 Est. Cost $41.80 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.3%
Value ($000) $519 Shares 4,041 Est. Cost $158.48 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $482 Shares 5,117 Est. Cost $80.77 Unrealized +3.0%
PDN INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $478 Shares 14,524 Est. Cost $34.39 Unrealized
ALL ALLSTATE CORP 0.3%
Value ($000) $475 Shares 2,746 Est. Cost $107.19 Unrealized +41.7%
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $469 Shares 7,140 Est. Cost $66.74 Unrealized
QLC FLEXSHARES TR 0.3%
Value ($000) $462 Shares 7,839 Est. Cost $45.21 Unrealized
MPLX MPLX LP 0.3%
Value ($000) $454 Shares 10,935 Est. Cost $33.11 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $445 Shares 15,241 Est. Cost $23.19 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $438 Shares 2,586 Est. Cost $150.00 Unrealized
F FORD MTR CO DEL 0.2%
Value ($000) $428 Shares 32,259 Est. Cost $9.63 Unrealized +11.0%
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $423 Shares 5,972 Est. Cost $71.30 Unrealized -4.5%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $423 Shares 6,046 Est. Cost $66.58 Unrealized +3.5%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $421 Shares 7,770 Est. Cost $51.44 Unrealized -10.3%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $411 Shares 5,362 Est. Cost $75.95 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $405 Shares 521 Est. Cost $491.67 Unrealized +42.9%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $402 Shares 4,157 Est. Cost $85.87 Unrealized +3.0%
VKTX VIKING THERAPEUTICS INC 0.2%
Value ($000) $379 Shares 4,620 Est. Cost $44.50 Unrealized 0.0%
SDY SPDR SER TR 0.2%
Value ($000) $377 Shares 2,874 Est. Cost $126.97 Unrealized
TLTD FLEXSHARES TR 0.2%
Value ($000) $364 Shares 5,084 Est. Cost $64.44 Unrealized
FERG1GBX FERGUSON PLC NEW 0.2%
Value ($000) $358 Shares 1,641 Est. Cost $126.97 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $348 Shares 1,156 Est. Cost $245.76 Unrealized +16.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $345 Shares 659 Est. Cost $439.85 Unrealized
TILT FLEXSHARES TR 0.2%
Value ($000) $339 Shares 1,707 Est. Cost $156.84 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.2%
Value ($000) $332 Shares 9,389 Est. Cost $30.80 Unrealized +2.7%
GBIL GOLDMAN SACHS ETF TR 0.2%
Value ($000) $326 Shares 3,228 Est. Cost $100.14 Unrealized
OKE ONEOK INC NEW 0.2%
Value ($000) $325 Shares 4,058 Est. Cost $57.97 Unrealized +15.1%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $324 Shares 713 Est. Cost $340.24 Unrealized +22.2%
MOAT VANECK ETF TRUST 0.2%
Value ($000) $324 Shares 3,608 Est. Cost $89.90 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.2%
Value ($000) $324 Shares 8,429 Est. Cost $35.60 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $317 Shares 6,448 Est. Cost $52.27 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $316 Shares 656 Est. Cost $375.78 Unrealized +20.4%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $312 Shares 4,731 Est. Cost $68.46 Unrealized
SPYM SPDR SER TR 0.2%
Value ($000) $309 Shares 5,022 Est. Cost $51.75 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $307 Shares 2,019 Est. Cost $111.82 Unrealized +28.1%
GLD SPDR GOLD TR 0.2%
Value ($000) $305 Shares 1,484 Est. Cost $171.34 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $301 Shares 1,020 Est. Cost $200.42 Unrealized +23.5%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $297 Shares 1,999 Est. Cost $136.41 Unrealized 0.0%
BSM BLACK STONE MINERALS L P 0.2%
Value ($000) $294 Shares 18,410 Est. Cost $15.96 Unrealized
SPGM SPDR INDEX SHS FDS 0.2%
Value ($000) $294 Shares 4,924 Est. Cost $50.49 Unrealized
EFAV ISHARES TR 0.2%
Value ($000) $292 Shares 4,115 Est. Cost $65.22 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $278 Shares 2,517 Est. Cost $99.98 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $278 Shares 4,343 Est. Cost $77.03 Unrealized -28.1%
ROST ROSS STORES INC 0.2%
Value ($000) $276 Shares 1,884 Est. Cost $106.60 Unrealized +31.7%
DIS DISNEY WALT CO 0.2%
Value ($000) $276 Shares 2,257 Est. Cost $102.38 Unrealized 0.0%
QYLD GLOBAL X FDS 0.2%
Value ($000) $273 Shares 15,242 Est. Cost $19.25 Unrealized
HSY HERSHEY CO 0.2%
Value ($000) $273 Shares 1,402 Est. Cost $174.97 Unrealized +4.1%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $273 Shares 785 Est. Cost $230.06 Unrealized +36.3%
CAT CATERPILLAR INC 0.2%
Value ($000) $269 Shares 734 Est. Cost $187.53 Unrealized +65.9%
ALLY ALLY FINL INC 0.1%
Value ($000) $264 Shares 6,498 Est. Cost $25.93 Unrealized +32.0%
V VISA INC 0.1%
Value ($000) $262 Shares 938 Est. Cost $237.86 Unrealized +14.5%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $261 Shares 3,390 Est. Cost $52.31 Unrealized +37.2%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $259 Shares 3,176 Est. Cost $67.74 Unrealized
SUI SUN CMNTYS INC 0.1%
Value ($000) $259 Shares 2,015 Est. Cost $208.07 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $259 Shares 4,261 Est. Cost $110.98 Unrealized
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $258 Shares 13,977 Est. Cost $16.23 Unrealized +9.4%
HYGV FLEXSHARES TR 0.1%
Value ($000) $253 Shares 6,148 Est. Cost $40.44 Unrealized
GSK GSK PLC 0.1%
Value ($000) $250 Shares 5,833 Est. Cost $42.87 Unrealized
DGRS WISDOMTREE TR 0.1%
Value ($000) $250 Shares 5,037 Est. Cost $41.19 Unrealized
FTNT FORTINET INC 0.1%
Value ($000) $249 Shares 3,644 Est. Cost $57.32 Unrealized +16.1%
CGXU CAPITAL GROUP INTL FOCUS EQT 0.1%
Value ($000) $249 Shares 9,644 Est. Cost $21.74 Unrealized
QLVD FLEXSHARES TR 0.1%
Value ($000) $245 Shares 9,178 Est. Cost $23.86 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $244 Shares 470 Est. Cost $414.15 Unrealized +16.3%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $242 Shares 1,325 Est. Cost $144.64 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $236 Shares 309 Est. Cost $126.04 Unrealized +20.2%
PICK ISHARES INC 0.1%
Value ($000) $234 Shares 5,613 Est. Cost $42.64 Unrealized
GUNR FLEXSHARES TR 0.1%
Value ($000) $232 Shares 5,661 Est. Cost $41.54 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.1%
Value ($000) $231 Shares 1,210 Est. Cost $190.68 Unrealized
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $229 Shares 4,836 Est. Cost $39.67 Unrealized +13.9%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $222 Shares 5,317 Est. Cost $40.64 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $220 Shares 9,575 Est. Cost $21.31 Unrealized 0.0%
FLNG FLEX LNG LTD 0.1%
Value ($000) $216 Shares 8,490 Est. Cost $22.56 Unrealized -5.6%
RYLD GLOBAL X FDS 0.1%
Value ($000) $216 Shares 12,763 Est. Cost $19.17 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $213 Shares 1,001 Est. Cost $162.45 Unrealized +17.6%
VICI VICI PPTYS INC 0.1%
Value ($000) $210 Shares 7,066 Est. Cost $26.97 Unrealized -0.5%
NSA NATIONAL STORAGE AFFILIATES 0.1%
Value ($000) $207 Shares 5,295 Est. Cost $41.47 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $206 Shares 2,828 Est. Cost $60.17 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $206 Shares 643 Est. Cost $306.18 Unrealized 0.0%
IUSG ISHARES TR 0.1%
Value ($000) $205 Shares 1,753 Est. Cost $117.21 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $203 Shares 889 Est. Cost $228.59 Unrealized
MGIC MAGIC SOFTWARE ENTERPRISES L 0.1%
Value ($000) $186 Shares 16,218 Est. Cost $9.16 Unrealized +7.9%
ABR ARBOR REALTY TRUST INC 0.1%
Value ($000) $142 Shares 10,695 Est. Cost $15.18 Unrealized
FIGS FIGS INC 0.1%
Value ($000) $102 Shares 20,545 Est. Cost $6.39 Unrealized -10.0%
BTG B2GOLD CORP 0.1%
Value ($000) $93 Shares 35,565 Est. Cost $3.05 Unrealized -17.3%
TKC TURKCELL ILETISIM HIZMETLERI 0.0%
Value ($000) $78 Shares 15,090 Est. Cost $4.83 Unrealized
EXSCIENTIA PLC 0.0%
Value ($000) $77 Shares 13,415 Est. Cost $6.41 Unrealized
DSX DIANA SHIPPING INC 0.0%
Value ($000) $51 Shares 17,682 Est. Cost $2.92 Unrealized -7.1%
AVROBIO INC 0.0%
Value ($000) $21 Shares 16,177 Est. Cost $1.30 Unrealized