Fund HoldingsColonial River Investments, LLC

Total Portfolio Value
$232.29M
Total Bought
$56.91M
Total Sold
$12.79M
Net Transaction
+$44.12M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)0103,532+103,532016,9907.31%+16,990
MICROSOFT CORP(MSFT)19,38420,883+1,4997,27710,4724.51%+3,196
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
204,374245,562+41,1887,00010,0614.33%+3,061
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
75,12795,253+20,1267,46310,0394.32%+2,576
INVESCO EXCH TRADED FD TR II52,46061,221+8,7614,8546,8822.96%+2,028
PALANTIR TECHNOLOGIES INC(PLTR)025,171+25,17103,5871.54%+3,587
INVESCO EXCH TRADED FD TR II
500 QVM MULTI
92,100127,547+35,4473,0854,7212.03%+1,636
SPDR SERIES TRUST
ST STR BLO 1 ETF
022,263+22,26302,0380.88%+2,038
TAIWAN SEMICONDUCTOR MFG LTD(TSM)11,68813,709+2,0211,9403,1501.36%+1,210
CONSTELLATION ENERGY CORP(CEG)03,625+3,62501,1370.49%+1,137
AMAZON COM INC(AMZN)030,382+30,38206,7532.91%+6,753
TESLA INC(TSLA)9,82411,070+1,2462,5463,4301.48%+884
CAPITAL ONE FINL CORP(COF)3,6306,779+3,1496511,4960.64%+846
CARDINAL HEALTH INC(CAH)04,877+4,87707910.34%+791
NETFLIX INC(NFLX)2,2032,237+342,0542,7981.20%+743
META PLATFORMS INC(META)7,0606,509-5514,0694,7342.04%+665
ROBINHOOD MKTS INC(HOOD)7,1019,701+2,6002969570.41%+662
NEBIUS GROUP N.V.(NBIS)15,64621,167+5,5213309830.42%+652
SHOPIFY INC(SHOP)05,666+5,66606520.28%+652
TENET HEALTHCARE CORP(THC)03,613+3,61306270.27%+627
VERTIV HOLDINGS CO(VRT)011,357+11,35701,3710.59%+1,371
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
16,23525,968+9,7337471,3670.59%+620
APPLOVIN CORP(APP)6,4076,559+1521,6982,2720.98%+574
SPDR SERIES TRUST
ST STR P500GRW
05,924+5,92405690.25%+569
CLOUDFLARE INC(NET)03,099+3,09905640.24%+564
INTUITIVE SURGICAL INC01,071+1,07105630.24%+563
ORACLE CORP(ORCL)04,643+4,64301,0910.47%+1,091
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
15,97423,265+7,2918761,3970.60%+521
ALPHABET INC(GOOG)014,545+14,54502,5841.11%+2,584
COHERENT CORP(COHR)05,135+5,13504810.21%+481
MARTIN MARIETTA MATLS INC(MLM)0836+83604720.20%+472
ALPHABET INC(GOOG)6,6898,432+1,7431,0451,5070.65%+462
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
27,65434,451+6,7971,4321,8730.81%+441
INVESCO EXCH TRADED FD TR II14,97024,210+9,2407521,1840.51%+432
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
026,653+26,65301,5420.66%+1,542
ASTERA LABS INC(ALAB)04,388+4,38804260.18%+426
SNOWFLAKE INC(SNOW)01,961+1,96104200.18%+420
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
07,544+7,54401,7250.74%+1,725
SEA LTD(SE)7,3699,208+1,8399621,3760.59%+414
TALEN ENERGY CORP(TLN)3,8794,429+5507751,1850.51%+411
BROADCOM INC(AVGO)010,255+10,25502,8241.22%+2,824
HEICO CORP NEW3,3194,576+1,2577001,1080.48%+408
MERCADOLIBRE INC(MELI)0159+15903820.16%+382
GOLDMAN SACHS GROUP INC(GS)01,171+1,17108300.36%+830
GFL ENVIRONMENTAL INC(GFL)33,27741,890+8,6131,6081,9830.85%+376
ASML HOLDING N V
N Y REGISTRY SHS
0463+46303710.16%+371
NATERA INC(NTRA)3,1224,808+1,6864417850.34%+344
VALERO ENERGY CORP(VLO)02,156+2,15603340.14%+334
CITIGROUP INC(C)9,45811,232+1,7746719780.42%+307
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
74,46581,182+6,7173,4953,7941.63%+300
CORTEVA INC(CTVA)03,915+3,91502930.13%+293
NEWSMAX INC(NMAX)019,109+19,10902840.12%+284
SPDR SERIES TRUST
ST LON TREAS ETF
25,86837,642+11,7747059870.42%+282
ISHARES TR
MSCI USA MMENTM
01,169+1,16902780.12%+278
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
9,27314,752+5,4794697450.32%+276
HOWMET AEROSPACE INC(HWM)01,527+1,52702730.12%+273
MARVELL TECHNOLOGY INC(MRVL)08,723+8,72306400.28%+640
ADVANCED MICRO DEVICES INC(AMD)01,848+1,84802660.11%+266
INVESCO QQQ TR02,714+2,71401,5080.65%+1,508
LIBERTY MEDIA CORP DEL(FWONA)3,2275,332+2,1052905550.24%+264
ISHARES TR01,877+1,87702570.11%+257
VISTRA CORP(VST)06,187+6,18701,2110.52%+1,211
TKO GROUP HOLDINGS INC(TKO)01,477+1,47702550.11%+255
SALESFORCE INC(CRM)02,508+2,50806620.28%+662
PINTEREST INC(PINS)07,085+7,08502540.11%+254
GE AEROSPACE(GE)0995+99502510.11%+251
REGENERON PHARMACEUTICALS(REGN)0448+44802510.11%+251
CELESTICA INC(CLS)01,572+1,57202500.11%+250
S&P GLOBAL INC(SPGI)554989+4352815240.23%+243
CAL MAINE FOODS INC(CALM)02,389+2,38902410.10%+241
INVESCO EXCH TRADED FD TR II6,5899,976+3,3873435790.25%+236
AXON ENTERPRISE INC(AXON)0314+31402300.10%+230
DIGITAL RLTY TR INC(DLR)01,336+1,33602280.10%+228
AMERICAN CENTY ETF TR02,776+2,77602250.10%+225
ONEMAIN HLDGS INC(OMF)03,710+3,71002220.10%+222
EASTMAN CHEM CO(EMN)02,683+2,68302190.09%+219
APPLIED MATLS INC01,104+1,10402190.09%+219
PULTE GROUP INC(PHM)04,056+4,05604670.20%+467
CARPENTER TECHNOLOGY CORP(CRS)0761+76102110.09%+211
ISHARES INC
MSCI GBL ETF NEW
05,328+5,32802100.09%+210
ARK ETF TR
INNOVATION ETF
02,849+2,84902100.09%+210
EMCOR GROUP INC(EME)0373+37302040.09%+204
JPMORGAN CHASE & CO.(JPM)06,666+6,66601,9210.83%+1,921
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
02,195+2,19502020.09%+202
ANALOG DEVICES INC(ADI)0819+81902010.09%+201
VANGUARD INDEX FDS0836+83604810.21%+481
WALMART INC(WMT)020,445+20,44501,9390.83%+1,939
HILTON WORLDWIDE HLDGS INC(HLT)1,7042,109+4053885850.25%+197
BOSTON SCIENTIFIC CORP(BSX)2,1243,912+1,7882144060.17%+192
SPDR S&P 500 ETF TR(SPY)0832+83205210.22%+521
SELECT SECTOR SPDR TR
ST STR TECHN ETF
04,479+4,47901,1510.50%+1,151
NXP SEMICONDUCTORS N V
COM
1,6992,109+4103234920.21%+169
JANUS DETROIT STR TR
HENDRSON AAA CL
5,5678,808+3,2412824460.19%+163
EATON CORP PLC(ETN)01,923+1,92306880.30%+688
SPDR SERIES TRUST
ST STR P500ETF
07,290+7,29005370.23%+537
UNITED RENTALS INC(URI)0416+41603410.15%+341
GILEAD SCIENCES INC(GILD)03,301+3,30103780.16%+378
MAGIC SOFTWARE ENTERPRISES L15,65815,65802033380.15%+134
ABBVIE INC(ABBV)06,321+6,32101,2330.53%+1,233
THERMO FISHER SCIENTIFIC INC(TMO)1,1781,657+4795867140.31%+128
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